Lisa Inabinet

🥂

[unusual_whales @unusual_whales]

"Stocks are partying like it’s 1999, but Americans haven’t felt this bad in 70 years," per WSJ

[unusual_whales @unusual_whales]

The first sustained credit default cycle in years has begun, and losses will exceed market expectations, according to Pimco's chief investment officer

[Whale Insider @WhaleInsider]

JUST IN: CME launches 24/7 $XRP futures trading On May 29.

[Jack Inabinet ⚫️_⚫️ @JackInabinet]

What Really Matters on Memorial Day https://t.co/qTRyyaYfHj

[XRPee @XRPee3]

The United States rn

[Lee Radziwill @RadziwillLee]

We didn’t have Ozempic. Only spite, cigarettes and a mother’s conditional love. ❤️

[Jack Inabinet ⚫️_⚫️ @JackInabinet]

Sad News: I was laid off from @Bankless :(

As I navigate the uncertainties of unemployment and the future, I'm dedicating a portion of my time to the creation of a new newsletter: Unabashed Truth

Check out my first article and plz subscribe!
https://t.co/y0FcqhW7dH

[𝗕𝗮𝗻𝗸XRP @BankXRP]

i've watched XRP get dragged through courts, called a security, delisted, dismissed.
today i read Section 105 of the CLARITY Act draft. pages 110–112.
and i'm telling you this is the clause that ends the debate permanently. 🧵

[Darth Powell @VladTheInflator]

The entire subprime mortgage market was $1.3T in 2008.

Private credit today is $2T

[Emini tic @TicTocTick]

In history of stock market, there has never been a time when 10 stocks made more than 40% of the market like they today, and the markets did not collapse by 50% shortly thereafter.

[Kalshi @Kalshi]

JUST IN: Michael Burry says we are "witnessing history" in stock market — but in a bad way.

[unusual_whales @unusual_whales]

BREAKING: Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble'

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Binance Founder CZ says Bitcoin might be replaced in the future

[Vet @Vet_X0]

I checked Ondo on the $XRP Ledger, who is a native issuer of US treasuries here.

And indeed, i found 2 transactions by Ripple that seem to redeem OUSG recently, as part of the MasterCard and JPM cross border/bank settlement funnel !

The transactions settled for fractions of a penny in a few seconds.

[Ondo Finance @OndoFinance]

Ondo, Kinexys by @jpmorgan, @Mastercard, & @Ripple successfully completed a landmark pilot transaction connecting the XRP ledger with interbank settlement rails.

This milestone marks the first time tokenized U.S. Treasuries have settled across borders and banks in near real time and outside traditional banking windows.

1. Ondo processed Ripple’s OUSG redemption on XRP Ledger

2. Mastercard's Multi-Token Network routed instructions to Kinexys by J.P. Morgan

3. J.P. Morgan delivered USD to Ripple's Singapore bank account

Tokenized assets are no longer separate from the global financial system. For the first time, a public blockchain and global banking infrastructure settled a cross-border transaction of a tokenized fund together in real time.

Together, we’re laying the groundwork for 24/7 global markets that never close.

[Lisa Inabinet @LisaInabinet]

@uptownsaul Last fair deal in the country…

[𝗕𝗮𝗻𝗸XRP @BankXRP]

Ripple CEO @bgarlinghouse just called @Bullish’s $4.2B acquisition of Equiniti “the biggest crypto deal ever.”

This combines institutional-grade tokenization with a global transfer agent serving 20M+ shareholders unlocking blockchain-native capital markets at scale.
Real-world assets on-chain just got a massive upgrade.

[Jack Prandelli @jackprandelli]

The CEO of Chevron just said it out loud.

"We're starting to see risks of supply outages in some of these economies."

Europe is already there.
Flights canceled. Schedules gutted. Jet fuel "very, very tight" in his words.

Now Chevron's CEO is telling Americans directly: the US is next.
"It's a global market."

Energy independence doesn't mean price independence and it doesn't mean shortage independence either.

When US exports hit records to fill gaps abroad, when the same barrels are being bid on by Europe, Asia, and American refiners simultaneously the market clears at one price.

That price is going higher📈

The CEO of the company that literally operates in Venezuela, the Gulf of Mexico, and Kazakhstan is telling you the system is starting to crack.

The physical shortage everyone modeled as a tail risk is becoming the base case.

link for the full article in replies 👇

[unusual_whales @unusual_whales]

Chevron CEO says physical shortages in oil supply to begin appearing

[Lisa Inabinet @LisaInabinet]

I’m sure everything is fine…

[Barchart @Barchart]

JUST IN 🚨: Stock Market reaches most expensive valuation in history after the Warren Buffett Indicator hits 227%, surpassing the Dot Com Bubble and the Global Financial Crisis 🤯👀