Pumptoshi🥞

•31 🇵🇷 •Crypto Enthusiastic & investor

[RichProtocol @RichProtocol]

Jeff Bezos acaba de apostar $12 mil millones a que podrás mantener a toda tu familia con un solo cheque de pago otra vez.

Su razonamiento: la IA permitirá que las empresas produzcan más cosas con menos personas y menos dinero.

Y cuando algo se vuelve más barato y fácil de producir, y muchas empresas pueden hacerlo, compiten y el precio baja.

Ees por eso que un televisor de pantalla plana que costaba $2,000 hace una década ahora cuesta $300.

Bezos piensa que la IA hará eso con casi todo lo que compras.

En sus palabras, eleva "la canasta de bienes que la gente puede permitirse".

Tu cheque de pago compra más sin que nadie te dé un aumento.

El problema: mira qué precios han bajado realmente.

Hasta ahora, la IA solo ha hecho que las cosas *digitales* sean baratas, como código y contenido.

Pero lo que realmente devora tu cheque de pago es lo *físico*.

Renta, autos, medicinas. un código más barato no baja tu renta.

Eso es exactamente en lo que Bezos acaba de gastar $12 mil millones.

Prometheus, su nueva empresa, está construyendo herramientas de IA que ayudan a los ingenieros a diseñar y fabricar productos físicos más rápido

Cosas como autos, máquinas y medicinas.

El objetivo es hacer que construir cosas físicas sea tan rápido y barato como escribir software.

Si funciona, 1 ingreso empieza a cubrir lo que antes requería 2.

Y es cuando su predicción entra en juego:

"Tal vez uno de esos ganadores elija no estar en el mercado laboral, así que se convertirán en un hogar de un solo ingreso".

O "algunas personas que trabajan horas extras dejarán de hacerlo, porque no quieren".

Un solo cheque de pago cubriendo a toda una familia otra vez, como en los años 50.

[Jeff Swanson @theswansjr]

"Bitcoin isn't backed by anything."
Let me stop you right there.

Bitcoin is backed by energy. Real energy. Kilowatts. Heat. Physics.
The kind of backing you can't print, fake, or vote into existence at an emergency Fed meeting.

Every block mined is a thermodynamic proof of work. Not a promise. Not a policy. Proof.

The issuance schedule has never been amended by a committee. Not once. Not ever. Because there is no committee.
There's just math. Cold, indifferent, and immune to political theater.

The network is secured by more raw computing power than anything humanity has ever built. Hundreds of exahashes per second standing guard. Every single day.

Now let's talk about what is backed by nothing.
The dollar.

It's is backed by confidence. Specifically, confidence in the institution that printed $6 trillion in two years while telling you 3% inflation was healthy and you should be grateful for the soft landing.

In the same people who can't pass an audit.
Who fund wars with a credit card.
Who promise solvency while sitting on $39 trillion in debt and accelerating.

"Backed by nothing" isn't an attack on Bitcoin.
It's a confession about the dollar.

Follow if you're serious about building wealth they can't print away.

[Lark Davis @LarkDavis]

The difference between speculation and investing:

Speculation is buying something hoping someone else will pay more for it later.

Investing is buying something because you understand why it will be worth more based on its fundamentals.

Most people in crypto are speculating and calling it investing.

There's nothing wrong with speculation.
But knowing which one you're doing changes how you size the position.

[Binance @binance]

This cup knows too much

[PolyBackTest @PolyBackTest]

Countries with 0% #Bitcoin Crypto Tax:

🇦🇪 UAE — 0% tax
🇨🇾 Cyprus — 0% tax
🇵🇹 Portugal — 0% tax
🇵🇦 Panama — 0% tax
🇸🇬 Singapore — 0% tax
🇲🇹 Malta — 0% tax
🇧🇧 Barbados — 0% tax
🇧🇲 Bermuda — 0% tax
🇰🇾 Cayman Islands — 0% tax
🇭🇰 Hong Kong — 0% tax
🇲🇺 Mauritius — 0% tax
🇻🇺 Vanuatu — 0% tax
🇬🇮 Gibraltar — 0% tax
🇱🇮 Liechtenstein — 0% tax
🇸🇰 Slovenia — 0% tax
🇨🇭 Switzerland — 0% tax
🇺🇾 Uruguay — 0% tax
🇸🇻 El Salvador — 0% tax
🇵🇷 Puerto Rico — 0% tax

Bookmark 🔖 this tweet to come back later.

[MajestyMasculine @majestymasculin]

11 The most attractive Men's Fragrances:

1) Creed Aventus

[Rekt Capital @rektcapital]

#BTC Bear Market Progress:

▓▓▓░░░░░░░ 33.0%

$BTC #Crypto #Bitcoin

[Lark Davis @LarkDavis]

In 2013, Peter Schiff said Bitcoin "replicates all the properties of gold, even improving on some of them."

His only problem with it? "No intrinsic value."

The network, censorship resistance, borderless settlement, that's the intrinsic value.

BTC was below $1k at 2013's end. Even after the recent pullback you're up over 67x.

And the institutions whose entire business is making money? They're piling in.

I guess they see the value. Funny how that works.

[Lark Davis @LarkDavis]

Everyone's pricing in that quantum computers kill Bitcoin.

Nobody's pricing in that quantum computers kill EVERYTHING ELSE first.

Your bank runs on RSA encryption.
Your email runs on RSA encryption.

Every website runs on RSA/ECC encryption
Bitcoin devs are literally building quantum-resistant protocols right now.

Timeline: 2030-2035 for cryptographically relevant quantum computers.

If BTC dies from quantum computing your ATM pin died 5 years earlier and you never noticed because your bank was too slow to tell you. 🐢

[Crypto Fergani @cryptofergani]

Grant Cardone reveals NOBODY would buy $10,000,000 worth of Gold at market price

“I know a guy who is trying to sell 10,000 pieces of silver and he can’t get a real offer. He’s getting a 30% discount below the market. People see it spiking like this and they’re like, ‘OMG.’ But go try to sell $10M worth of gold and see what happens. You’ll only get offers 20-30% below the market, and you won’t get the money tomorrow or in five minutes. It needs to get authenticated, checked, and validated”

“Bitcoin is a real thing. You can trade it in five minutes, and that’s real. Bitcoin, to me, is not only money, it’s also technology, unlike gold or silver”

[Jason Ai. Williams 🍎🍎🍎 @GoingParabolic]

Countries with 0% Crypto Tax:

🇦🇪 UAE — 0% tax
🇨🇾 Cyprus — 0% tax
🇵🇹 Portugal — 0% tax
🇵🇦 Panama — 0% tax
🇸🇬 Singapore — 0% tax
🇲🇹 Malta — 0% tax
🇧🇧 Barbados — 0% tax
🇧🇲 Bermuda — 0% tax
🇰🇾 Cayman Islands — 0% tax
🇭🇰 Hong Kong — 0% tax
🇲🇺 Mauritius — 0% tax
🇻🇺 Vanuatu — 0% tax
Gibraltar — 0% tax
Liechtenstein — 0% tax
🇸🇰 Slovenia — 0% tax
🇨🇭 Switzerland — 0% tax
🇺🇾 Uruguay — 0% tax
🇸🇻 El Salvador — 0% tax
Puerto Rico — 0% tax

Bookmark 🔖 this tweet to come back later.

[Bull Theory @BullTheoryio]

🚨BREAKING: Silver prices are exploding due to a severe global supply shortage.

The physical market can no longer meet soaring demand.

Here is what is actually going on 👇

1. China is changing the rules.

Starting January 1, 2026, China will restrict silver exports.

To export silver, companies will now need government licenses.

Only large, state approved firms qualify:

- At least 80 tonnes of annual production
- Around $30 million in credit lines

This effectively blocks small and mid size exporters.

China controls roughly 60–70% of global silver supply. When China tightens exports, global supply drops immediately.

This is the same tactics China used with rare earth metals.

2. The silver market was already short supply.

Silver has been in a structural deficit for 5 straight years. That means demand is higher than supply every single year.

For 2025:

- Global demand: 1.24 billion ounces
- Global supply: 1.01 billion ounces

That is a gap of 100–250 million ounces. And this gap is expected to get worse after China’s export limits.

Mining supply is not growing:

Silver mining is mostly a by product of copper and zinc mining.

New mines take 10+ years to build, Ore quality is falling, Recycling is not enough to fill the gap.

There is no quick fix here.

3. Physical silver inventories are collapsing.

This is where it gets serious.

- COMEX inventories are down 70% since 2020
- London vaults are down 40%
- Shanghai inventories are at 10-year lows

At current demand, some regions hold only 30-45 days of usable silver.

This is why physical premiums are exploding.

In Shanghai:

- Physical silver trades at $80+/oz
- COMEX prices are much lower

This price gap means buyers are paying extra just to get real silver.

4. Paper silver is completely disconnected from reality.

There is an extreme imbalance between paper silver and real silver.

The paper to physical ratio is around 356:1.

That means:

- For every 1 ounce of real silver
- There are hundreds of paper claims

If even a small percentage of buyers ask for real delivery, the system breaks.

Markets understand this. That is why price moves are becoming vertical.

5. Industrial demand keeps rising.

Silver is not just a safe haven metal.

It is critical for:

- Solar panels
- Electric vehicles
- Electronics
- Medical devices

Industrial use now makes up 50-60% of total silver demand.

There is no substitute for silver in many of these uses.

Banks and institutions are reacting to:

- Supply limits
- Physical shortages
- Paper market risk

Silver is not rallying because of fear.

It is rallying because a real supply squeeze is playing out in real time.

[Umair Nauman @UmairNauman_]

CZ doesn’t have Fiat.

Pure crypto guy.

[Lark Davis @LarkDavis]

JUST IN: CFTC Chair confirms you'll be able to use Bitcoin as collateral in derivatives markets.

[Cointelegraph @Cointelegraph]

🇸🇻 BULLISH: El Salvador adds $100M in $BTC to its reserves.

[Lark Davis @LarkDavis]

Owning 0.26 Bitcoin puts you in the top 1%.

Imagine being the top 1% holder of the world's most scarce asset.

[Kenny | Accent Investing @AccentInvesting]

If you cannot manage a $100k salary, you will not be able to manage a $1 Million.

Good money management is about behavior, not income.

[Anthony Pompliano 🌪 @APompliano]

Welcome to the New Normal 🚨

One of the most surreal aspects of financial markets since the 2008 Global Financial Crisis is that bitcoiners were right. Not in a “I told you so” way, but rather how broken the market has been since the government decided to implement the QE playbook at every downturn.

Everywhere you look you can see someone stuck in the old world yelling and screaming about valuations and frothiness. “This stock is overvalued.” “That stock is overvalued.” “The market is going to crash next week.” These folks are looking at today’s data and comparing it to historic data when the world ran on a gold standard.

They don’t realize that historic valuations matter less today because we have a dollar being inflated away, a government that has outlawed prolonged market corrections, and a retail investor base trained to buy every dip.

The most dangerous words in finance are “this time is different.” That is until something is actually different. And the biggest change in our lifetime to financial markets is how manipulated they have become. In a weird way, true risk has been removed from the market when you evaluate it holistically.

Could individual stocks go down over time? Of course. But is there a single person in the world that believes the S&P 500 is not going to be higher in a decade? How about in 5 years? What about 3 years?

I am sure there is someone out there who has lost their mind and honestly believes the doomsday scenario, but we have a scientific term for those people — clinically insane. They should go get their brains checked out.

The United States of America has constructed the greatest economy in human history. We have built an environment conducive to creating shareholder value over the last few decades. Publicly traded companies have a persistent tailwind at their back because the currency their stock is denominated in will be devalued at an accelerated rate.

Remember, the US dollar has lost about 30% of its purchasing power in the last 5 years. Gold is outperforming the S&P 500 over the last decade. These are not normal things. And they signal the fact that stocks are going up forever over the long-run. It doesn’t matter what your crazy uncle tells you about yesteryear.

The market is broken. We have engineered a situation where the government is essentially guaranteeing asset owners will always win. They won’t let stock market investors fail in mass. That would spell the death of the US economy and there is no one in Washington that is going to sit around while that happens. The market stared down our fearful leaders and the politicians and central bankers blinked in 2008.

It was game over from that day forward. The market is going up. Bitcoin and gold are going up even more. Central banks will print money until they destroy their currencies. And all you have to do is get long and chill. It is really that simple.

Bitcoiners have been screaming about this for 15 years. Now the rest of the market is starting to catch on to the joke. Eventually even the last remaining bears will capitulate too. If they don’t, they will continue to sit on the sidelines waiting for the big crash that will never come.

There is a saying in the bitcoin world that goes “Bitcoin will stop going up when they stop printing money.” Since they will never stop, bitcoin won’t stop either. But the same is true of stocks and gold. Welcome to the new normal. Make sure you act accordingly.

[Anthony Pompliano 🌪 @APompliano]

Congratulations to all the bitcoin holders.

It has been a long road to get to the current level of adoption and price.

Tons of volatility and even more naysayers.

But each of you ignored the noise, held through it all, and now will reap the benefits of your conviction.

Enjoy it. But realize there is still a ton of work left to do. Quite literally, we are just beginning this multi-decade journey together.

Find good things to do in the world. Spend time with your families. And remember that bitcoin has no top because they will never stop printing money.

[Anthony Pompliano 🌪 @APompliano]

Worth reading. One of the best business books out there. Excellence doesn’t happen by accident.