1/ No idea if @elonmusk talked to Putin ( I doubt it - why would he), but here is what I expect to happen AFTER the midterms: Crimea remains Russian, accepts a form of permanent neutrality, and recognises Russia’s annexations of Luhansk, Donetsk, Kherson and Zaporizhzhia.
2/ Why? Incentives are everything, and one key trail to follow is the key incentive of the US in all this. The Ukraine conflict solved so many of their issues (inflation, weak dollar, democrats' unpopularity, etc.) and the midterms are a pivotal point.
3/ Once the midterms are over, the are 2 years till the next major election - enough time to clean everything up, let it crash in 2023, and re-build in 2024.
4/ After the midterms, I expect:
1. US-Russia conflict to subside
2. #Covid19 to be back
3. Companies starting to fire aggressively
4. Housing to break
5. US-China relations to calm down
All these things are there already - the media just makes it happen! Always #FollowTheMoney

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More from @julianhosp

Sep 10
1/ THIS IS WHY MONETARY SUPPLY EXPANSION DOES NOT LEAD TO INFLATION; WE COULD ACTUALLY GET DEFLATION!! - A TRHEAD 🧵 MAKE SURE YOU READ EVERYTHING BEFORE YOU MAKE A JUDGEMENT!!
2/ Most people erroneously believe that simply because M2 or some other metric of money supply is going up, that this will lead to inflation. It is, why so many people think stimulus checks and money printing are wrong. But actually these people are wrong. Please keep reading!!
3/ Let's use a simple thought experiment: Imagine, in an imaginary little world, we have a money supply of 1 million USD and a representation of a certain number of goods and services. Now, imagine we go and print 1 million extra USD. What would happen?
Read 18 tweets
Aug 3
1/ Are you frustrated with @defichain at the moment?
Do you know people who are frustrated at the moment?
Keep on reading. Let me intro you to the concept of "The Messy Middle" - formulated by Scott Belsky.
2/ In any significant project (not tiny small ones), you start scrappy, fast, focus on outcomes, not processes, there is little to lose, lots to gain, lots of adventure, etc.
3/ If, and only if, a project actually gets traction, we all know where it needs to get to: stability, processes, predictability, etc.
Read 16 tweets
Jul 31
1/ On PRICE vs. VALUE - a🧵:
You know you invest in price, when you plan on selling something again.
You know you invest in value, when you plan on never selling something again, but instead you either plan on using the thing itself and/or whatever it produces.
2/ That's why people struggle to buy oil when price is going down, as they don't know at what price they can sell it again.
But it is the reason, why they fill up their car full on, when the fuel price is going down, as it has utility.
The former is price, the latter is value.
3/ That is why investing in fiat is easy. You know exactly what you get for it in lifestyle credits - the only variable is inflation. When you buy "lifestyle credits", you don't sell fiat, you "use" it at a known utility factor.
Read 4 tweets
Mar 31
1/ I see lots of people panicking with the recent EU vote about noncustodial wallets, aka wallets where you control your private key. Here are my thoughts and how you will be affected from a crypto user's point of view, NOT a CEO:
2/ When I got into crypto in 2014, pretty much no one, except for probably @coinbase and @krakenfx did KYC. NO ONE else did. It was the wild, wild west. Most of you just can't remember that time, but especially with the bull run in 2017, most platforms incorporated KYC.
3/ Most people thought, this would crash the market, and there was the 2018 crash, but not because of the compliance - because of the fomo bubble bursting. And today? Sure, people find KYC annoying, but it doesn't hinder our growth as an ecosystem.
Read 9 tweets
Feb 22
1/ I want to share some additional facts from my side, that @laurashin had hinted at in her incredibly deep and well researched article on Toby Hoenisch, where I want to show additional proof - a thread:
2/ @laurashin contacted me on Wednesday, February 16th to ask for a chat about what happened at TenX how I got booted out of the company. I had shared everything prior already in a public video and blog post (julianhosp.medium.com/the-facts-and-…) and thought this might be good to reinforce.
3/ We agreed to a call on Thursday, February 17th 22:30 local Singapore Time. I had expected a 45 min conversation. 2h later, she had asked me about every single detail about how I met Toby Hoenisch, how TenX got started, how I was forced out, and what happened afterwards.
Read 41 tweets
Dec 27, 2020
THREAD!!
1/ If you are wondering, how much higher the $DFI price can go, let me tell you: much, much, much higer, and this is why: #Bitcoin was the first #DeFi project and its function is that of creating value (it is better than anything else) and is starting to transfer value.
2/ This function is still at the very beginning though. @DeFiChain is covering functions of DeFi that Bitcoin does not have, but is building on the same fundamentals: it is a code fork, it is very interoperable, it needs Bitcoin for its security, and much much more - AND:
3/ it has the additional DeFi function sets of #lending, #exchanging, #staking and #tokenization. Bitcoin derives its value from people seeing it as digital gold. $DFI derives its value from people exchanging, staking, tokenizing and lending on the blockchain - natively!!
Read 12 tweets

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