Lukas Ruppert

@lxn

104 Following

41 Followers

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Metashift: Manipulating the AI to Manipulate Humans Soon AI's will take money to promote coins 🧵1/4

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Opinions why Solana did not pump today? The world's most innovative payments company just joined to build the next era of payments on Solana...

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Even with the Stripe announcement you are not bullish enough on Stablecoins yet. This will be the Stablecoin cycle. Stablecoin-powered saving in emerging markets will bridge us into open finance.

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Hopium or getting started?

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🧵1/3 Exchanges (e.g., Coinbase) and Publishers (e.g., X) merge through crypto. An undetected Megatrend. I predict players like X and Telegram will integrate/launch their own @bountycaster, @polymarket, ... Those services will be larger than the GDP of entire nations.

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Did you know that "pepe" is not the OG $Pepe? @pepecoins was the 2nd meme-coin to launch after dogecoin in 2016 and even built the first functional NFT marketplace way before opensea. Few know this because they got caught in 'The Great Memewar' of the '16 US election and had to rebrand. They are back since April '23

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Are Stablecoins beneficial to the US? I'd say yes. Here are the pros and cons: Contra: - Fully-reserved banking (Modus Operandi for Issuers) is expensive for the Fed with a high Interest on Reserve Balances (IORB) - A Stablecoin Run - Systemic Risk. The Fed published a report in Sep '23 comparing Stablecoins to MMFs

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Who thought we'd surpass the $5t that quickly? $GELD https://twitter.com/WatcherGuru/status/1777114501587878376

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Farcaster really increases the surface area of your serendipity.

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While everybody gets excited about L3s (sending $DEGEN to the moon) and Base, we should keep the downsides of modularity in mind. If the trend continues, there might soon be 100+ arbitrage transactions on various ledgers whenever the ETH-USDC price moves on a major CEX.

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ZERO-cost global payments are here! The global cost of sending $200 will decrease from over 6% to almost 0%. We'll look back at this like we do on long-distance calls today. Stablecoin-powered financial inclusion is up next https://bit.ly/stablecoin-finance

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Yesterday a $3.6m $DEGEN whale pumped $BONSAI 50% with a $300k buy in. Only Degens trading in and out or alpha?

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One-way ticket to the moon!

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Ordinals Summer is Coming! https://warpcast.com/coopahtroopa.eth/0x56d5a8ad

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YC's view on Stablecoins: Midwit take or first-principles thinking? I believe YC is correct that stablecoins and RWAs will be a megatrend - the opportunity is presented accurately. I like their digital music analogy - but it's based on the wrong narrative... Meme from @mdudas

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Can you really classify Ethena's USDe as a stablecoin?? I like the concept and hold USDe personally. But I think of it as a sophisticated delta-neutral strategy financial instrument rather than a stablecoin... Retail should know what they sign up for...

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The world's leading companies enter Stablecoin Finance NOW. Paypal issued their Stablecoin in Aug '23. Grab integrated Stablecoins last week. Blackrock prepared with a tokenized fund yesterday. Probably something...

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Prediction: i) As we progress in the bull market, memelords will tire of studying the $bome. ii) Holders get rich but don't cash into fiat. ii) Ordinals/NFTs craze begins. The new narrative in four months? Ordinals Summer?

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Stablecoins are set to become the world's largest owner of US Treasuries by 2028! Over the past two weeks I wrote 40+ pages on the topic and calculated scenarios. Here is the tl;dr. A Megathread! cc @fehrsam @linda

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Has Blackrock just announced the step i) for launching their own stablecoin? https://www.sec.gov/Archives/edgar/data/2013810/000201439024000001/xslFormDX01/primary_doc.xml

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