Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Everyday I'm getting more convinced that Balaji might have been right. My conviction is still pretty low (ca. 4-5%) but it started from 1%.
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
steady lads https://i.imgur.com/Mk18MS5.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
zerohedge take (ofc they're not the biggest fans of fed) https://i.imgur.com/SEef9JJ.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
https://i.imgur.com/DeI0Llb.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
"They're the same picture" https://i.imgur.com/kFXiVkV.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
a meme to ease vibes https://i.imgur.com/NgwPFBG.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Why the bet doesn't make sense from financial POV https://i.imgur.com/0eq25nW.jpg
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
"As a reminder, the San Francisco-based bank’s customers have withdrawn some $70 billion since the collapse of Silicon Valley Bank earlier this month, The Wall Street Journal previously reported." https://i.imgur.com/6ne97kj.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
https://i.imgur.com/dM9xAMn.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
👀 https://i.imgur.com/tbIQpYw.jpg
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Balaji's interview @ Pomp youtube.com/watch?v=G9ULrFN_lCI&t=61s&ab_channel=AnthonyPompliano
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Xi Jining's visit to Moscow suggests that Russia might try to move to Juan-denominated transactions for oil & gas
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
https://i.imgur.com/iO5Rvh1.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Seems like Xi & Putin read Dalio's book https://i.imgur.com/tj7g9Um.jpg
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
For those who haven't read - makes sense to me https://i.imgur.com/I6BiSCS.png
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
gm https://i.imgur.com/vp7QWjP.jpg
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Another country leaving USD https://i.imgur.com/BZVVfVA.jpg
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GIGAMΞSH pfp
GIGAMΞSH
@gigamesh
USD is still the least dirty shirt in the basket. Nowhere to exit except crypto or gold and when presented with those options, most depositors will laugh Balaji out of the room even if their bank is insolvent. Japan’s banks were insolvent in the 90s and they survived even while not having a global reserve currency.
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Noah Bragg 🔥 pfp
Noah Bragg 🔥
@nbragg
My thought on Balaji's bet the more I've looked into it is... sure there could be some major issue. But the fed still has a ton of power. If anything, they can still kick the can a couple years down the road by printing more money. Based on learnings from the covid era, inflation doesn't ramp up within 90 day.
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Dan Romero pfp
Dan Romero
@dwr.eth
So if it’s really >2% shouldn’t you buy the polymarket yes bet?
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