Otavio Fulsend

Entrepreneur, investor, conservative

[Otavio Fulsend @Espicious1]

@spotgamma Completely irrelevant. They froze sanctioned stablecoin addresses with the help of Tether, which happens all the time. Stablecoins are centralized.

[Otavio Fulsend @Espicious1]

@PrivacyEthereum Is there a reason why @DuskFoundation is missing?

I’m sure @HeinDauven is willing to answer any questions you might have

[Otavio Fulsend @Espicious1]

@conksresearch @Rory_Johnston European confirmed

[Otavio Fulsend @Espicious1]

@recmo @EUdigitalID @NoirLang Not a fair framing

[Otavio Fulsend @Espicious1]

@blockworksDAS @drwconvexity @DRWTrading Not an issue on @DuskFoundation, am I right @HeinDauven?

[Otavio Fulsend @Espicious1]

@Citrini7 How is that your takeaway? First, there are many, more accurate indicators to gauge positioning as you're well aware. Second, they weren't 'upset', to the contrary they saw it compelling enough to warrant a response

[Otavio Fulsend @Espicious1]

@kellyimpactzone @EU_Commission Do we have any indication blockchain/DLT could be included in the Package?

[Robin Brooks @robin_j_brooks]

The Dollar yesterday fell back to its recent lows against EM, even though core PCE inflation came in hot and the SCOTUS decision should have lifted it. Regime change for USD is upon us. Things that ordinarily lift the Dollar no longer do so. This is big.
https://t.co/uBFVE9G5tn

[Eliant Capital @eliant_capital]

Nearly 7X oversubscribed; Credit seems comfortable with the AI debt, unlike fintwit

[Keith McCullough @KeithMcCullough]

Tourists are "worried about Warsh" but the Bond Market isn't

[Sonali Basak @sonalibasak]

RATE CUT ODDS RISE: Two cuts are now baked in fully to Fed funds futures for this year, in the wake of Kevin Warsh being tapped to lead the Fed. The yield curve, the spread between the 2-year and 10-year, has steepened by another 3 basis points heading into the nomination.

[Sonali Basak @sonalibasak]

Between Bessent & Warsh, you have two proteges of Stanley Druckenmiller in the most powerful finance posts in government.

[Andreas Steno Larsen @AndreasSteno]

Just wanted to highlight this again:

In my opinion, it is a misperception to assess Warsh as a hawk compared to his competitors, Rick Rieder and Chris Waller. Warsh is very close to the Trump family, and I think the reason he is getting the nod is that Trump wants someone he is sufficiently close to so that he can actually “control the narrative.” Warsh may end up being more dovish than the other candidates accordingly; he has proven to be willing to show flexibility around his own views, to say the least.

[Eliant Capital @eliant_capital]

If Warsh truly buys into the administrations ‘disinflationary productivity,’ he’ll be just as dovish as Hassett would’ve been

[Otavio Fulsend @Espicious1]

@jvb_xyz They say it is public, it’s not. They say it’s permissionless, nope. They say there was no premine while the Insti’s got block rewards for 18months before listing.

[Otavio Fulsend @Espicious1]

@jvb_xyz Which means there is no demand for the coin. This in addition to not having governance rights and not being able to stake. Worst type of scam I’ve seen in tradfi.

[Joseph Wang @josephwang]

Rieder would be positive for all assets, but dollar negative. More importantly, he sees that rates have a limited impact on the economy, can actually be stimulative, and acknowledges the links with fiscal. He is a good pick for a fiscal dominant regime.
https://t.co/qHdtYBO98H

[Danny Dayan @DannyDayan5]

Synchronized. A global reacceleration is under way and it is broadening.

Details below.

https://t.co/arg32OAJT7

[Otavio Fulsend @Espicious1]

@avichal You should probably look into @DuskFoundation, a privacy L1 that is focused on native RWAs. Ticks at least 2 boxes you guys are after