Trump ABD'nin Bitcoin almak istediğini söyledi. Kimse bunun Çin'e cevap olduğunun farkında değil.
Size bu cümlenin hangi soruya cevap verdiğini göstereceğim.
Trump bugün arka arkaya birçok açıklama yaptı.
İçlerinden 3 cümle diğerlerinin hepsinden önemli:
1. ABD kayda değer miktarda Bitcoin ve başka dijital varlıklar almayı planlıyor.
2. Çin bu alana girmek istiyor ama bir türlü giremiyor.
3. Dolara bağlı dijital paraların önünü açan yasa imzalandı.
Herkes 1. cümleye kilitlendi. Sanki devlet yarın alıma başlayacakmış gibi konuşuldu.
Oysa bu konuşma bir müjde değil, bir cevap. Sorunun sahibi de piyasa değil, Çin.
Çünkü aynı günlerde kimsenin haber yapmadığı bir rutin devam ediyordu. Çin merkez bankası aylardır kesintisiz şekilde rezervine altın ekliyor.
Sırayla gidelim.
Önce Çin tarafı.
Çin'in elinde zirve döneminde 1.3 trilyon dolarlık ABD tahvili vardı. Bugün bu rakam 680 milyar dolar civarına indi.
Sattığı tahvillerin yerine ne koyuyor? Altın.
Üstelik bunu duyurmadan yapıyor. Piyasadaki tahmin, gerçek alımların açıklanan rakamların çok üzerinde olduğu yönünde.
Çin yalnız da değil. Dünyanın merkez bankaları 30 yıl sonra ilk kez rezervlerinde altına ABD tahvilinden daha büyük yer veriyor.
Şimdi ABD tarafı.
Burada dürüst bir itiraz var.
Çin fiilen alıyor, Trump ise sadece almayı planladıklarını söyledi. Biri eylem, öteki niyet.
Karşılaştırma haksız görünüyor.
Değil, çünkü perdenin arkası farklı.
ABD devletinin kasasında şu an yaklaşık 200 bin Bitcoin duruyor. Bunlar satın alınmadı, yıllar içinde operasyonlarla el konuldu.
Trump geçen yıl bu birikimi resmi rezerve çevirdi ve satışını yasakladı.
ABD borsa fonları ise 2024'ten beri kesintisiz alımda. Ellerindeki miktar 1 milyon Bitcoin'in üzerine çıktı.
Tablo şu: Çin'de önce alım oldu, açıklama hiç gelmedi. ABD'de önce birikim oldu, açıklama bugün geldi.
Peki neden biri saklıyor, öteki ilan ediyor?
Sessiz alıcı ucuza toplar. Çin ilan etmiyor çünkü ilan fiyatı yükseltir.
İlan eden ise sermaye çeker. ABD'nin duyurusu bir alım emri değil, bir davet.
Devlet alacağını söylediği anda dünya o kapıya yönelir. Trump'ın istediği tam olarak bu.
Trump'ın 5 yıl önce ne düşündüğünü hatırlayın. 2021'de Bitcoin'i dolara rakip görüyordu, rezerv paranın dolar kalmasını istediğini açıkça söylüyordu.
Bugün aynı adam devlet kasasıyla alım planlıyor.
Fikrini değiştirmedi.
Amaç o gün de dolardı, bugün de dolar. O gün Bitcoin doların rakibiydi, bugün doların vitrini.
Bunun nasıl olduğunu 3. cümle açıklıyor. Herkesin okuyup geçtiği cümle.
Trump'ın geçen yıl imzaladığı yasanın kuralı basit.
Bir şirket dolara bağlı dijital para çıkarıyorsa, sattığı her 1 dolarlık token için kasasında 1 dolarlık karşılık tutmak zorunda.
Bu karşılığın ana aracı da kısa vadeli ABD tahvili.
Bir örnekle anlatayım.
Arjantin'de enflasyondan kaçan bir genç, telefonuna 1000 dolarlık dijital dolar alıyor. O genç sadece parasını korumak istiyor.
Ama o doları çıkaran şirket, gencin parasıyla ABD tahvili almak zorunda. Yani Arjantin'deki o genç, farkında bile olmadan ABD hazinesine 1000 dolar borç vermiş oluyor.
Bu zincir bugün ne kadar büyük?
Dolara bağlı dijital paraların en büyüğünü çıkaran şirket, tek başına yaklaşık 130 milyar dolarlık ABD tahvili tutuyor.
Bu rakam Almanya'nın elindeki ABD tahvilinden daha fazla.
Bessent bu piyasanın 2 trilyon dolara ulaşabileceğini söylüyor.
Şimdi zincirin ucundaki asıl değişime gelelim.
ABD'ye 40 yıl boyunca devletler borç verdi. En büyük alacaklı Japonya'ydı, ikincisi Çin'di.
Bugün Japonya kendi parasını savunmak için tahvil satmak zorunda kalıyor. Çin zaten yıllardır satıyor.
Üstelik bu yıl ABD, yaklaşık 10 trilyon dolarlık eski borcunu yenilemek zorunda. Eski alacaklılar en kritik yılda kapıdan çıkıyor.
Trump'ın kurduğu sistem bu boşluğu dolduruyor.
Yeni alacaklı bir devlet değil.
Telefonunda dijital dolar tutan milyonlarca insan. Arjantinli genç, Nijeryalı esnaf, Türk yatırımcı.
Aradaki farkı görün.
Devlet borç verirken pazarlık eder. Japonya masaya oturur, Çin şart koşar. İkisi de elindeki tahvili istediği gün satabilir ve bunu pazarlık gücü olarak kullanır.
Enflasyondan kaçan insanlar ise pazarlık edemez. Tahvili ne zaman aldıklarını bile bilmezler.
Çin'in neden giremediği de burada netleşiyor.
Trump 2. cümlede Çin girmek istiyor ama giremiyor dedi ve doğru söyledi.
Çin 2021'de dijital varlıkları kendi halkına yasakladı.
Çünkü bu oyunun şartı paranın serbest dolaşması. Çin sermaye kontrolünü açarsa içerideki para dışarı kaçar.
Kapı Çin'e kilitli değil. Çin kapıyı kendi içinden kilitledi.
Peki neden biri altını, öteki Bitcoin'i seçiyor?
Çin, kimsenin borcu olmayan varlığa gidiyor. Altının değeri hiçbir devletin sözüne bağlı değil. Çin dolar sisteminin dışına çıkış biriktiriyor.
ABD, herkesi kendi sistemine bağlayan varlığa gidiyor. Bu dünyaya giren herkes önünde sonunda dolara, dolar üzerinden de tahvile bağlanıyor.
Biri çıkış kapısı istifliyor, öteki giriş kapısı.
Tarih bu sahneyi daha önce gördü. Büyük güçler büyük çatışmalardan önce kasalarını doldurur.
Bugünkü biriktirme de aynı şeyi söylüyor. İki taraf da mevcut düzenin sonunu bekliyor.
Bu yüzden bu savaş bir ticaret savaşı değil. Sıradaki para düzenini kimin kuracağının savaşı.
Trump bugün piyasaya seslenmedi. Çin'e cevap verdi.
Bu benim şahsi analizim.
Gelişmeleri takip ediyorum, sizi bilgilendireceğim.
🌟WHAT A BLAST!!! THANK YOU @triaslab $TRIAS TEAM AND @anbangr 🌟
I will write below my overall $TRIAS summary and announcement recap, with some personal notes on top.
I would HIGHLY suggest you to take your time and read it. Those who are too lazy to read will definitely regret not seeing this info in time when they could have seen it now!
I think this was one of the best announcements from $TRIAS to date for many reasons. Let me elaborate on why…
- Issues of Kucoin victims solved by the TRIAS team. People are finally able to withdraw with safety, knowing their tokens are not going to be lost thanks to the Trias team.
- TEP mainnet listing coming to MEXC first, and then more Tier 1/ Tier 1.5 exchanges will follow right after. Initial listing negotiations and arrangements already set.
- All other minor issues taken care of such as contract upgrade and migration wallets now having upgraded infrastructure and security, and are being deployed at the moment, ready to function fluidly.
- Completion of restructuring within the team, and I have good rumors about new talent joining in while new regulatory frameworks being completed for the next step of Chinese blockchain era. Trias has been one step ahead for years already preparing for this exact moment.
- China restrictions easing, opening the door for not only massive retail investment potential, but also venture capital and big investment firms. Big money can finally step in and will even have tax breaks in Hong Kong right now! Government approved projects like Trias gets to be the first in line for such investment opportunities.
- Trias, through Octa Innovations is positioned as one of the few major government accredited crypto projects in line with China’s Five-Year plan to boost blockchain adoption, and Trias will undoubtedly benefit massively from these changes. So many awards, certificates, patents and academic success already exists. Their position is established.
- Participation nodes will naturally require direct purchasing of Trias from the market. As the supply is fully circulating and supply for sale is about to dry on the exchanges, 1000$ Trias is not a moonboy dream!
- On a personal note, I can also say that there are certain key information that can’t be disclosed due to regulations and agreements that relates to the team and the project. If I could share it all, there would be a bullish storm for weeks. That’s partly the reason I’m overly hyped lately.
- Highest monthly total exchange volume ever, in terms of Trias exchanging hands this year. As some fell to FUD, there was massive accumulation happening behind the scenes, presumably from certain entities amounting to millions of Trias!
- STAKING REWARDS FROM REAL LIFE PARTNERSHIP USECASES like CFLP, Netstars and Huawei to be utilized and shared with the Trias staking platform!
In case people didn’t fully understand the last part, perhaps the biggest news for me is the part about $TRIAS staking.
Please read the announcement well, where they say they’re merging the public and private networks functionalities and partnerships on a combined super chain so to speak, where both benefit from each other’s unique bonus qualities where corporate side bringing the partnership agreements while the public side brings decentralization, tech improvements, security, speed etc.
Just as the Huawei Kunpeng certificate proves, such additional decentralization combined with trusted computing systems, if done correctly as Trias does, would boost the traditional systems in a revolutionary way.
This is why there is definitive interest and integration from governmental and corporate entities en masse to additionally participate in such decentralized ecosystem nodes.
With these easing restrictions $TRIAS they say that they can finally merge their private business from Octa Innovations, with their public $TRIAS mainnet acting as a hyper loop of decentralized infrastructure over the existing networks and Octa side supplying partnerships, patents and academic support.
This was always the case on paper but now it will become a full regulatory and business reality!
All the big partnerships and transactions coming from:
- Chinese Federation of Logistics and Purchasing, which oversees over 50 TRILLION DOLLARS worth of Chinese supply chain every year
- China Enterprise Credit Index, that involves more than 90 million enterprises, including all provinces and industries in China, with data covering business, finance, taxation and third-parties.
- Netstars, the biggest QR digital payment system firm in Japan, with millions of transactions already tested on chain and 600K POS machines around the globe with connections to all local and global payment providers, with digital Japanese YEN license taken through rigorous regulatory process. Barely any company could get this license so far.
- Huawei, where a big AI LLM model for insurance is done as a starter, with more machine learning and AI data constantly fed into the blockchain to improve the AI algorithms that can be used not just for insurance, but for everything related to AI.
Trias also has the Huawei Kunpeng certificate, which is very hard to get and is reserved for improvements of excellence, improving traditional performance of systems in a ground-breaking way.
All of these transaction and network revenue coming from TRILLIONS of Dollars worth of value, will be shared with people who staked $TRIAS !
This is the best and biggest utility potential I’ve seen in any crypto coin so far in many years! Even a TINY FRACTION of that revenue would bring immense intrinsic value to Trias!
I’m sure many of you have seen posts for other projects where they say this and that will unlock Trillions of dollars in value in the future. For Trias, this is already happening now, and is not a distant dream! These partnerships are already set and have been ongoing. They all moved out of testing phase and into real life usage stage already!
ANBANG @anbangr WASN’T LYING WHEN HE SAID THAT THE WHOLE CHINESE SUPPLY CHAIN WILL PASS THROUGH THEIR NETWORK AND TRIAS WILL HAVE IMMEASURABLE VALUE ONCE THEIR VISION IS COMPLETE.
$TRIAS will unlock massive value for its investors. Whoever helps securing such a big network through staking, will be proportionally rewarded!
$TRIAS has not only managed to overcome troubles that tried to suppress its performance, but also overdelivered with the MOST BULLISH COMBINATION OF ANNOUNCEMENTS IN ANY CRYPTO PROJECT EVER!
Also worth mentioning, Trias achieved this by leveraging hundreds of unique patents acquired by @anbangr alongside his extraordinary team of experts, also with the support of Oxford University and Octa’s Laboratory of research, top Chinese universities, government agencies and years of dedication.
I will try to share more info about the tech this week such as awards, recognitions, patents and technical stuff. These are all certified and awarded by the Chinese government, reputable private businesses, world’s best academic institutions, industry leader tech firms and more!
ALL REAL, ALL WITH SOURCES, ALL PROVABLE. NO FAKE CLAIMS, NO FUTURE MAYBES. IT WAS ALL IN FRONT OF YOUR EYES BUT THERE WAS JUST TOO MUCH MATERIAL TO SEARCH.
For more info, check out:
https://t.co/7vhWJR7f1P
https://t.co/FfSzElwPNV
and the latest medium articles such as:
https://t.co/M8IFm1tX9j
https://t.co/tQNs8TrqLy
On the tech side:
The Trusted Execution Environment and HCGraph algorithm will bring centralized levels of performance in a decentralized way. This solves the blockchain trilemma problem in an exceptional way! Forget about TPS etc, the tech allows for FULL SPEED and that’s why its used by Chinese Government and tech giants!
🌟TRULY BIG THANKS TO @anbangr and @triaslab TEAM FOR THEIR ENDLESS DEDICATION. YOU DID NOT DISAPPOINT IN THE END! THANK YOU AGAIN! 🌟
$TRIAS $TSM @triaslab@anbangr @TusimaNetwork @chinaorgcn@japan@Huawei@Kouhou_NSS
$BTC is nearing $70K, and CT is already shouting for $100K BTC and a massive altseason
But let’s talk facts. is there really enough liquidity & catalysts in place to send us higher ?
Here’s my breakdown of upcoming liquidity events with stats. A must read thread: 🧵👇
America is in big trouble, no matter who wins this election. Why? Consider these numbers. Direct transfer payments made by the Feds = $3.8 trillion. That’s 48% of all Fed spending. These payments go to 67m Americans. However, only about 70m Americans pay any meaningful amount of income tax and those taxes only raise $2.3 trillion. And that’s not the real problem…
🔥Synergy between TRIAS and NetX 🔥
🚀TRIAS 🚀
It’s not Layer 0❌
it’s not Layer 1 ❌
it’s not Layer 2 ❌
It’s Layer -1! 🏑
The foundational layer where other blockchains can build upon. 🌐🔗
It focuses on creating a trustworthy and reliable infrastructure for decentralized applications 🔥🔥
Trias reshapes the way nodes interact and trust each other, using the HCGraph algorithm to frequently verify nodes and build a trust network. 🔥🔥
Any Blockchain can leverages the unique capabilities of Trias to enhance its performance and reliability. 💯💯
TRIAS is very unique and has no competition in the crypto space. Its monopoly 🔥🔥💯💯
Here are some key ways Layer 1's can benefit from Trias:
Trustworthy Infrastructure: Trias provides a trustworthy and reliable computation infrastructure, ensuring that Layer 1's can operate securely and efficiently. 🔥🔥
Interoperability: Trias’s Layer -1 protocol enhances interoperability, allowing Layer 1's to seamlessly interact with other blockchains. 🔥🔥
Scalability: By utilizing Trias’s advanced consensus mechanisms and trusted execution environments, Layer 1's can achieve high scalability and handle a large number of transactions. 🔥🔥
Security: Trias’s focus on security through its Leviatom component ensures that Layer 1's can maintain a high level of security and trust. 🔥🔥
These capabilities make other Layer 1's a robust and efficient blockchain.
How NetX gets benefited from TRIAS?
NetX leverages Trias technology to enhance its capabilities to become the best Layer 1 blockchain.
NetX integrates AI to the blockchain through excellent product called the AI Agent. 🔥🔥
The NetX AI Agent is a cutting-edge innovation designed to revolutionize the crypto space by integrating advanced AI capabilities with blockchain technology. 🤖🤖
Here are some key features and benefits of the NetX AI Agent:
Automated Financial Operations: NetX AI Agents can autonomously perform complex financial tasks such as trading, arbitrage, and liquidity provision. This automation reduces human error and increases transaction speed. 💸💸
Enhanced Security: By using AI to monitor and analyze blockchain transactions in real-time, NetX AI Agents can detect and respond to suspicious activities more effectively, enhancing the overall security of the network. 🔐🔐
Improved User Experience: AI Agents simplify interactions with blockchain technology, making it more accessible to a broader audience. They can provide personalized financial advice, manage portfolios, and execute trades based on user preferences.😀😀
Scalability and Efficiency: AI-driven optimization allows NetX to handle a higher volume of transactions with greater efficiency, addressing scalability issues that many blockchains face. 🚀🚀
Interoperability: NetX AI Agents facilitate seamless interaction between different blockchains, enhancing interoperability and enabling more complex and integrated decentralized applications (dApps). 🔥🔥
Continuous Evolution: Your AI Agent evolves in sync with AI models by continuously contributing data and skills. This perpetual evolution ensures that the AI Agent remains up-to-date and effective in various application scenarios. 🧬🧬
These innovations position NetX AI Agent as a transformative force in the crypto space, driving the next wave of adoption and technological advancement. 🌐🌐
#Blockchain #Crypto #Innovation #LayerMinus1 #aiagent $TRIAS $TAS @triaslab@netx_world
People should understand what a market cap is. It's confirmed that Bitcoin will surpass Gold's market cap. The question is when. While the exact timing is uncertain, what if we reach Gold's market cap in 10 years? Wouldn't that make it the best asset to buy and hold now? $btc