No label. No industry. Just a dad of four in a small New York town who wrote a song at his kitchen table.
It's called "Fourth of July Barbecue" — about cookouts, family, and loving this country.
If that's your kind of summer, turn it up. 🇺🇸
EVERYONE THOUGHT THE GENIUS ACT WAS ABOUT CRYPTO REGULATION. THE DATA JUST PROVED IT WAS SOMETHING ELSE ENTIRELY.
Four months ago, Trump signed a law that made headlines for 48 hours. Tech regulation. Stablecoin rules. The market moved on.
But the numbers that just came out tell a completely different story.
The GENIUS Act buried one sentence in 47 pages: every stablecoin dollar must be backed 100% by U.S. Treasury bills. Nothing else qualifies. Not cash in banks. Not corporate bonds. Only government debt.
Stablecoin market cap when the law passed in July: $200 billion.
Stablecoin market cap today: $309 billion.
That’s $109 billion in new legally mandated purchases of U.S. government debt in 4 months.
Treasury Secretary Bessent’s official projection: $3 trillion by 2030.
Here’s what that actually means. The government doesn’t need to find buyers for its debt anymore. The law creates the buyers automatically. Every time someone anywhere in the world buys a digital dollar, a stablecoin company is legally required to buy a Treasury bill with that money.
The Bank for International Settlements measured the effect. Every $3.5 billion in stablecoin growth lowers what the government pays to borrow money by 0.025%. At $3 trillion, that saves $114 billion per year. That’s $900 per U.S. household in lower debt costs.
Bessent confirmed it last week. He said because of stablecoin growth, Treasury doesn’t need to increase the size of bond auctions. The government found a way to fund spending without traditional buyers.
The institution that proves it’s real: JPMorgan. After 10 years of calling crypto fraud, they announced last month they now accept Bitcoin as collateral. The largest bank in America doesn’t reverse a decade of policy because of trends. They reverse because the power structure changed.
What changed: the law moved regulatory control from the Federal Reserve to the Office of the Comptroller of the Currency. That office reports directly to the Treasury Secretary.
The Treasury now controls who can create digital dollars. And the law requires those digital dollars to fund government debt.
This is not monetary policy. This is legislative engineering of debt demand.
And it’s been operational since July.
Read the full deep dive analysis - https://t.co/c9CE2utZua
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When I reported to Elon, we would have X product meetings at 5 or 6pm (because he was with the Tesla team for 10 hours before that), then my 1:1 checkin would be at 10pm, but that would regularly get moved to 11pm or midnight or 1am.
Usually around 2am, he’d go take a nap for a couple hours in the office and then repeat the same schedule again the next day with a different set of companies, 7 days a week.
$ZEC wants to reach $1000 soon
There is a privacy token undervalued just at 12M atm
$GHOST
- untraceable transactions to wallets, cards, apps, and anywhere you want to move discreetly.
A product all actually need to use and 100% of fees flow back to holders.
BBKPiLM9KjdJW7oQSKt99RVWcZdhF6sEHRKnwqeBGHST
The admin’s game plan, moving forward, should simply be:
- $2,000 stimulus (NOT in the form of a general tax break, or even a tax credit – people won’t notice or care unless they have an extra $2k in their bank account).
- Promise another $2,000, due just before midterms. Package it with a small legislative provision in fine print that dems will never agree to. They’ll shoot it down and look terrible.
- After winning midterms, abolish the filibuster.
Nothing else matters.
In every cycle, there’s one meta that breaks the chain.
2017 - DeFi.
2021 - Memes.
2025 - Privacy.
@solana just found its shield.
Don't worry if you missed $ZEC.
The next privacy runner is here.
$GHOST is undervalued, unseen, and unavoidable.
@vladtenev Vlad, when are we getting $USELESS coin on Robinhood?
it has consistently been in the top two most traded memecoins on-chain and was the second most traded memecoin on Coinbase, after $DOGE, for weeks
would be good to be able to trade it on RH!
JUST IN: A smart whale trader who previously made $10.9 million on $TRUMP was seen yesterday spending $10K to buy 993,165 $GHOST.
6UFLbgXz8LX19WbQWZ5zC34oVteXzLbKHXcPfE1hKhvo
daily reminder to @RobinhoodApp, @Binance, and @HyperliquidX to list $USELESS!
USELESS regularly does more spot/perps volume than majority of the memecoins listed on Robinhood/Binance/Hyperliquid
USELESS is also consistently one of the most-traded memecoins on Coinbase, often second only to $DOGE listing USELESS is going to be a profitable endeavor that generates a lot of fees due to its consistently strong volume
@vladtenev@cz_binance@heyibinance@JohannKerbrat@zjaknb@chameleon_jeff@sershokunin