Dorje | Capital and Reality

Finance exec in mining. FCCA. I write about macro, money, debasement, crypto and capital allocation — through the lens of incentives and reality.

[Dorje | Capital and Reality @NA_DiamondCut]

I work in finance in the mining world, and I use this account to think out loud about macro, money, debasement, crypto and capital allocation.

The angle is simple: incentives matter, reality matters, and most market commentary is too soft, too tribal, or too detached from how money actually works.

If you like serious signal without the clown suit, welcome.

[Dorje | Capital and Reality @NA_DiamondCut]

Мөнгөний нийлүүлэлт ₮49.4 их наяд хүрч, өмнөх оны мөн үеэс 21.3 хувиар өсөв https://t.co/rwug41XWVc via @BloombergTVM

21.3% M2 growth: Mongolia’s real GDP grows 5-7% so anything above 10 to 12% M2 growth is genuinely inflationary?

[Dorje | Capital and Reality @NA_DiamondCut]

Things exist but not independently

[Dorje | Capital and Reality @NA_DiamondCut]

That kind of stop-start escalation is usually cleaner for gold than for BTC.

Gold likes fear, policy inconsistency and reserve hedging.

BTC may benefit later from anti-system logic, but first it often trades like a liquidity-sensitive risk asset.

[Dorje | Capital and Reality @NA_DiamondCut]

If Trump’s Iran pattern is escalate first, blink later, that does not remove risk.

It makes risk more erratic.

Markets still have to price the oil shock before they can price the retreat.

[Dorje | Capital and Reality @NA_DiamondCut]

Iran/US tension matters less as a headline than as a macro transmission channel.

If Strait of Hormuz risk pushes oil higher, the effects run through inflation, rates and risk appetite.

Geopolitics is the trigger.
Macro is the mechanism.

[Dorje | Capital and Reality @NA_DiamondCut]

@Nasaa88 Энэтхэг болон ойрын орнуудаас ажиллах хүч уурхайд ирж байгаа энэ үед, хил дээр нэмэлт хяналт хэрэгтэй
, өнөөдрийн байдлаар Бангладешд кейс бүртгэгдсэн байна — баталгаажаагүй Grok эх сурвалж.

[Dorje | Capital and Reality @NA_DiamondCut]

@elbegdorj Not historically accurate, solidarity with Iranian freedom today - yes 100% but not twist the history - 13 century

[Dorje | Capital and Reality @NA_DiamondCut]

@ElonMNews A

[Dorje | Capital and Reality @NA_DiamondCut]

@MoRientalist His Holiness said

[Dorje | Capital and Reality @NA_DiamondCut]

@elonmusk Debasement of currency = inflation

[Dorje | Capital and Reality @NA_DiamondCut]

@da_baterdene @SBayar12 Goliin olood helchih shiv

[vitalik.eth @VitalikButerin]

What do I think about biometric proof of personhood?

https://t.co/yozo1buW24

[Lyn Alden @LynAldenContact]

1) Kill your ego.

2) Kill your ideology, but not your goals.

3) Build a new framework, but an open and flexible one.

4) Ask questions and deal with people you agree with and disagree with. Approach disagreement as a way to learn.

Hardly anybody does this, in any discipline.

[Dorje | Capital and Reality @NA_DiamondCut]

@bnyamka0316 13th Feb is international condom day

[Dorje | Capital and Reality @NA_DiamondCut]

@Iderodcomedian chatGPT

[Dorje | Capital and Reality @NA_DiamondCut]

@Iderodcomedian https://t.co/BD8mwpoGCN

[Dorje | Capital and Reality @NA_DiamondCut]

Everything you've ever wanted to know about crypto, by Matt Levine https://t.co/QtumDpdZ8Q via @BW

[Matthew Pines @matthew_pines]

The power to decide what is money—and who can use it—is a special power.

How it is wielded—in the hands of a state, across blocs of competing states, or via a distributed consensus of individuals—will shape the future.

I examine possible futures here:👇

https://t.co/4PaimamhQY

[Kevin O'Leary aka Mr. Wonderful @kevinolearytv]

At the #Converge22 conference I watched the #Crypto and #Blockchain industry narrative change from a focus of speculative asset pricing to a discussion of how this industry will fundamentally change the productivity of all global #economies. Listen to this @angietvlau interview!