Party is Over Profile picture
Sep 6 8 tweets 2 min read
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...
Jul 17 18 tweets 4 min read
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.