Lukas Ruppert

@lxn

98 Following

40 Followers

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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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🧵3/3 I envision disruptive innovation by new players at this intersection. Opportunities are wide-ranging. For instance, @vitalik.eth predicts Charitable Coins and Robin Hood games. https://vitalik.eth.limo/general/2024/03/29/memecoins.html And users already reimagine growth hacking on Farcaster... @jmb.eth

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🧵2/3 Memecoins could be the start of this megatrend. Study $DEGEN and $BONSAI. "The next big thing always starts out being dismissed as a toy" - Clay Christensen @shayon has pioneered this idea with his piece "The Attention Theory of Value." https://twitter.com/shayonsengupta/status/1767580766903414880

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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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Let's go excited to see what you'll spin up!

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At least you cannot get short squeezed on this one

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In hindsight, it will likely be clear that money should have worked like the internet. We'll look back at this like we do on long-distance calls today. Publishing an in-depth piece on the topic soon.

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- Competition in Global Regulation. Stablecoins are global by nature. Multiple top-tier jurisdictions, including Singapore, Hong Kong, and Japan have pioneered legislation - Inevitability. It is not a question of whether the digital money revolution will occur but rather how soon.

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Pro: - Debt Absorption. Stablecoins are set to become the largest holder of US Treasuries. Crucial in times of declining foreign appetite - Dollar Proliferation and Dominance. Dollar demand & usage in EMs is (quietly?) blowing up through Stablecoins

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- Reduced Control over Dollar Flows can limit the enforcement of sanctions and AML measures - Contrarian to the current Quantitative Tightening Policy

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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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4/4 As the shadow passes, and the sun beams anew, Profits locked, the traders’ cheers grew. In the eclipse's wake, fortunes are spun, For in the dance of celestial bodies, there's wealth to be won.

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