Connection Capital

Institutional-grade speculation by @dankrupk

[Connection Capital @Connectioncapit]

Connection #5: The Return Of The Metaverse, GameFi, SocialFi, NFTs, Etc. Full article in bio

[Connection Capital @Connectioncapit]

The UK recently sanctioned HTX, which was actively used by Justin Sun to move money around. Now the crypto market is wobbly and USDT is slightly off-peg. This is not a coincidence.

Tron is the #2 blockchain by USDT supply. In turn, Tron is allegedly controlled by Justin Sun. If Justin is no longer able to move money around as freely because of the HTX sanctions, TRX could be at risk.

Some of you might recall Tether had introduced an emergency liquidity migration tool in March 2024, just two weeks after Circle discontinued USDT support (which happened after US regulatory scrutiny).

To refresh your memory, the emergency liquidity migration tool allows USDT holders on chains experiencing issues to migrate their USDT to functional chains. An escape hatch if Tron ever goes down?

[Connection Capital @Connectioncapit]

Connection #4: Native Tokenized RWAs. Full article in bio

[Connection Capital @Connectioncapit]

As the weather has been warming up, discussions around climate change have increased, but nobody is addressing the elephant in the room: over 50 countries are actively modifying the weather. Surely this is affecting the climate in some way?

[Dan Krupka @dankrupk]

Today I published my macro magnum opus: The Global Demographic Cycle. Link in bio (my personal Substack)

[Connection Capital @Connectioncapit]

History is rhyming. When the US dollar strengthens, countries come begging to institutions like the IMF and World Bank for USD. They are given this USD with strings attached, and the US gains more influence.

[Connection Capital @Connectioncapit]

Friendly reminder that whales transferring crypto to exchanges does not mean that this crypto is being sold right away. In fact, whales tend to transfer crypto to exchanges prior to pumps, and then gradually sell to retail when they FOMO in to said pump.

[Lookonchain @lookonchain]

Trump Media just sold 2,650 $BTC($205M)?

Trump Media bought 11,542 $BTC($1.37B) at an average cost of $118,522.

4 months ago, they transferred out 2,000 $BTC($175M) at $87,378.

An hour ago, they deposited another 2,650 $BTC($205M) into https://t.co/0Hzs2LJBMb.

Trump Media is now down a total of $455M on their $BTC holdings.

https://t.co/apVPIZ5Q3B

[Connection Capital @Connectioncapit]

Oil prices (USOIL) are about to break down, and they will if the US and Iran reach a deal in the next day or two.

[Connection Capital @Connectioncapit]

Now that Warsh is in, the most important thing to watch is the Fed swap lines.

[Connection Capital @Connectioncapit]

Microsoft, Uber, and other companies are now reportedly starting to REDUCE their internal AI usage because it's simply too expensive.

[Connection Capital @Connectioncapit]

Pictures are worth a thousand words, and this chart is worth a few trillion. Why are so many young people speculating so much in the markets? Because their purchasing power relative to major indices like the S&P500 has fallen by more than 80% over the last 40 years, and continues to fall. This means that slowly investing money over time will not work to build wealth like it did for older generations. Unless you already have lots of money, your only option to grow your wealth is to speculate.

[Connection Capital @Connectioncapit]

Large companies announcing price cuts means only one thing: consumers are tapped out.

[Connection Capital @Connectioncapit]

OpenAI wasn't expected to file for an IPO until 2027. Now they've accelerated the process. Is Sam just competing with Elon? Or do they know something?

[Connection Capital @Connectioncapit]

Ballard Power Systems Inc. ($BLDP) is on the brink of a significant breakout.

[Connection Capital @Connectioncapit]

Connection #3: The Psychedelic Religion (CMPS, ATAI, DFTX, GHRS, HELP). Full article in bio

[Connection Capital @Connectioncapit]

Most AI chips that currently exist will be useless for AI computation in 2-4 years. However, 80% of AI chips can be used for other kinds of computation, such as gaming. The average AI chip is 10-100x more powerful than the average gaming console.

This foreshadows a massive increase in computing power that can be used for gaming in the coming years. In turn, this means there’s likely to be a renaissance in the gaming industry, particularly areas like cloud gaming, and even the metaverse.

[Connection Capital @Connectioncapit]

Are Bitcoin Treasury companies like Strategy trying to orchestrate a 1980s style silver squeeze for BTC? If you remove the ~20% of BTC that's lost and include ETFs, governments etc., around 30% of Bitcoin's tradeable supply is held by institutions with 'sticky' hands.

[Connection Capital @Connectioncapit]

Is this in preparation for some event or crisis that causes Japanese citizens to switch from yen to US dollar stablecoins?

[Watcher.Guru @WatcherGuru]

JUST IN: 🇯🇵 Japan officially recognizes foreign-issued crypto stablecoins as legal electronic payment methods starting June 1.