This is the definition of broken:
In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%.
We have RISING interest rates as markets "price-in" Fed interest rate CUTS.
Do you realize what's happening?
(a thread)
El día de hoy en la entrevista que hizo Salinas Pliego a @CodigoMagentaMx él explicó que en México se pagan muchos impuestos. La pregunta es: ¿qué tan real es esto?
Si partimos del salario neto, la realidad es evidente. De un salario bruto de 20,307 pesos, después de ISR y cuotas al IMSS, al trabajador le quedan 14,265 pesos netos. Pero ahí no acaba la historia: cuando ese dinero se gasta en alimentos, transporte, vivienda, salud o entretenimiento, vuelve a perderse una parte importante en IVA e IEPS.
Por ejemplo, de los 5,340 pesos gastados en alimentos, bebidas y tabaco, más de 1,400 pesos terminan siendo impuestos indirectos. Lo mismo ocurre en transporte, servicios y prácticamente cualquier consumo.
La suma final es clara: de los 14,265 pesos netos, más de 1 de cada 3 pesos van para el gobierno.
En otras palabras: un Mexicano promedio trabaja 4 meses al año solo para el gobierno.
JAPÓN es una BOMBA...
Los rendimientos de los bonos japoneses a 30 y 40 años están en máximos de 25 años.
¿Qué está pasando? ¿Por qué esto puede afectar al mercado de bonos global... y a la renta variable estadounidense?
BREAKING: 1000+ KELSIER VENTURES ADDRESSES NOW ON ARKHAM
We have identified over 1000 addresses belonging to Kelsier Ventures, a.k.a. Hayden Davis.
Kelsier addresses that hold LIBRA-associated funds are tagged in our ‘Libra’ entity. Kelsier addresses separate from the LIBRA project are tagged as ‘Kelsier Ventures (Hayden Davis)’.
We are the first to publicly identify this full set of addresses.
A funny story about the $LIBRA orchestrator Hayden Davis.
A long time ago I met him to launch a NFT collection for $MAHA. Hayden invited me to a fancy sushi restaurant in LA for dinner called Nobu which was pretty famous.
During the meet, we sat together to discuss the launch and Hayden ordered almost everything that was super expensive in the menu. When the food came, I never saw a person eat so much sushi so quickly. I wondered if it was humanly possible to consume that much sushi but there it happened right there in front of me.
We spoke a bit, brainstormed a few things, made some promises, but nothing really valuable came out of the meeting.
When it came time to pay the bill, Hayden said he quickly had to go to the washroom and so he left. The bill had just come. I waited for over 20 mins for Hayden to come back and it was getting to late.
I looked around my seat and surprisingly saw him hiding far away near washrooms peaking at our table.
Was he waiting for me to foot the bill? 😂 After inviting me over to an expensive sushi restaurant and eating all the food?
I don't know how it's like in America, but if someone invites you as a guest, they're supposed to pay the bill or at least offer to split it with you.
I decided it was getting to late so I'd pay the bill myself.
It was 2000$ 😂 I was pretty broke then (ngl) but whatever I sucked it up and paid the bill.
As soon as I did, lo and behold, Hayden came back from the washroom. After 30 minutes. He told me he was surprised that I paid the bill and that the next meal was on him.
Whatever man...
After that he then went ahead screwed up my NTF launch 😂.
I should've known better.
LIBRA-CONNECTED ADDRESSES EXTRACT >$100M
Last night the President of Argentina, @JMilei posted a contract address of a Solana memecoin “LIBRA”
LIBRA hit a max valuation of over $4 BILLION before falling over 95% in less than 6 hours, and the tweet was later deleted.
Breakdown below:
KIP Protocol marks historic milestone in LATAM expansion 🔥
Tech Forum in Argentina was one for the books! Our Co-Founder and CEO @julian_kip met with President Javier Milei to outline how KIP's decentralized AI technology aligns with Argentina's vision to become a global tech hub. The discussion centered on three key pillars:
- Technical infrastructure enabling AI sovereignty
- Educational content portfolio catalyzing new job creation
- Advanced AI applications targeted at tertiary educational institutions
President Milei expressed strong support for these innovations and initiatives, positioning KIP as a pivotal player in Argentina's technological transformation. This high-level engagement puts $KIP in the spotlight as a key AI player in LATAM.
From left to right: @kmanuS88 (of @TechForumAR), @baalazamon (Co-Founder of @cubexch), @missbitcoin_mai (of @intmaxIO), @AvaxEGS (Founder of @AVAX), President of Argentina @JMilei, @hfangca (President of @OKX), @dominic_w (ICP), @julian_kip (Co-Founder & CEO of KIP Protocol), @JulesUrbach (Founder of @rendernetwork), Mauricio Novelli (of Tech Forum), and @IOHK_Charles (Founder of @Cardano).
These leaders are actively shaping the future of decentralized technology, with KIP positioned to play a key role in Argentina's emergence as a tech frontier 🚀
Tech Forum Highlights
The Tech Forum Argentina marked a defining moment for KIP Protocol, featuring strategic engagements with industry leaders and a keynote presentation to over 500 technology leaders, including high-level officials, policymakers, Web3 leaders, academics, and developers.
Julian delivered a compelling vision for decentralized AI, addressing critical challenges in connectivity, ownership, and AI asset monetization—while presenting KIP's innovative solutions.
AI Innovation and Leadership
Dr. Jennifer Dodgson, KIP's Co-Founder and Chief AI Officer, led an insightful panel discussion focusing on AI applications across education, institutions, and government sectors.
Drawing from KIP Group's extensive experience since 2019, she highlighted their groundbreaking work with Thailand's largest government research body, @TISTR. Dr. Dodgson emphasized KIP's unique approach to secure AI deployment, showcasing how their expertise in data protection enables confident AI adoption by institutions worldwide.
LATAM Expansion and Impact
Through the $10M Open Campus U grant initiative, KIP is set to transform AI education across more than 200 universities in Latin America. This strategic expansion goes beyond traditional education – it's catalyzing a regional AI revolution that will empower the next generation of digital innovators and strengthen LATAM's position in the global AI landscape.
Looking Ahead
Following the successful engagement with President Milei and the Tech Forum, KIP is accelerating its LATAM expansion plans. Argentina represents just the first step in KIP's regional vision. The next phase includes:
- Rolling out AI curriculum partnerships with leading universities
- Establishing regional innovation hubs
- Developing localized AI solutions for specific market needs
🚨 Fuertes declaraciones 🚨
La única salida que tiene la PresirvientA es ir a ponerse de acuerdo con el Licenciado Trump y Marco Rubio para entregar a López Obrador y a otros miembros de Morena por lazos con el Narco
¿Qué opinan?
@RicardoBSalinas@JAGUILERA000 "El poder que un multimillonario posee sobre mí es muchísimo menor que el que posee el más insignificante funcionario, el cual maneja el poder coercitivo del Estado para decidir cómo podré vivir y trabajar"
Friedrich Hayek
¡Buenas buenas! y regresamos con la hermosa Nueva Escuela Mexicana, porque si pensaban que el circo de horrores se había terminado, andan muy equivocados.
Sírvase una jarra de ☕️ y hoy si, póngale un chorro de tequila 🍷porque le garantizo que lo va a necesitar