Party is Over Profile picture
Sep 6 8 tweets 2 min read Read on X
The US economy is a ponzi.

The government runs massive deficits. To fund them, it needs perpetual dollar demand.

How do you manufacture that demand?

Stablecoins. Here's how the next few years play out:
Stablecoins push USD rails into every corner of the world.

Every speculative trade, every shitcoin pump, every onchain casino reinforces the dollar.

That demand lets the US print without limit. The trading creates liquidity.

And the printed money flows straight into AI...
AI is the #1 national security race.

If China wins, USD dies. The US will flood infinite money into AI until the very end.

The loop:

-Stablecoins create demand
-Printing creates liquidity
-Liquidity underwrites speculation
-AI + media amplify
-AI leadership preserves power
This means every asset is moving on-chain and into a browser.

Everything becomes tradable.

Streamers and generative AI will convince millions to play the game.

Media manufactures liquidity. Trump moves markets with tweets, imagine AI doing that at scale.
The goal is simple: generate enough liquidity for elites to exit before the system collapses.

Those who don’t understand will be stuck at the table.

The only way out? Own the shovels. Long the degeneracy.
Shovels = stable chains (Tempo, Arc, Stable, Converge -- less Plasma bc scam), exchanges (Binance, HL) + BTC & ETH.

Brains = AI that drives liquidity (OpenAI, Perplexity, AI influencers, VI agents).

Surfaces = media platforms (Twitch, Kick, YouTube, Pumpfun, FB/IG etc).
Don’t blindly chase the speculative assets.

Most are disposable shells designed to churn liquidity.

The winning bet is on the rails plus the media that make those assets liquid.
The future is billions glued to their devices, trading bullshit into stablecoins, keeping the dollar alive.

Your job is to get ahead of the curve before it’s too late.

The US economy is a ponzi.

But you can still profit from it before liquidity dries up.

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More from @LP4rent

Jul 17
Been sitting on this for a while. I’m not an expert, none of this is financial advice, and all of it is unverified.

I’m just connecting dots.

But if what I’ve seen is true, Ondo Finance might be one of the most predatory projects in crypto. Here's the story:
The backstory:

Ondo was founded by Nathan Allman, a former Goldman Sachs trader.

The original vision was DeFi structured products (vaults with fixed/variable yield splits).

No traction. No demand. So they pivoted to the Real World Asset (RWA) narrative like everyone else.
They realized they could ride the wave by wrapping real products and piggybacking on big names.

That’s how OUSG and USDY were born, wrappers around BlackRock tokenized funds... with lower yield.
Read 18 tweets

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