Roman Komyza

Exploring capital markets, technology, and the future.
Sharing the trophies of my curiosity.
AI · Investing · Civilization

[Roman Komyza @RomanKomyza]

#Revolut has announced the launch of its first stablecoin, #EURR, pegged 1:1 to the euro.

The company has begun a phased rollout of the token to selected customers. Users in Denmark, Poland, and Portugal will be the first to gain access. By the end of the year, the company plans to expand availability to other countries in the European Economic Area (EEA).

Revolut says that EURR is the “first step” in a broader stablecoin strategy. Going forward, the company plans to launch digital coins pegged to other fiat currencies (in particular, tests of a British pound-denominated GBP stablecoin have previously been mentioned).

The EURR token is issued by Luxembourg-based Bridge Building S.A. (stablecoin infrastructure startup Bridge, owned by Stripe). The product is fully compliant with the European Markets in Crypto-Assets Regulation (MiCA), while its reserves consist exclusively of euros and highly liquid euro-denominated assets.

EURR is fully integrated into Revolut’s retail app and the Revolut X platform. It initially runs on the Ethereum network, but will support Polygon, Solana, and other blockchains in the future, as well as external crypto wallets.

As a reminder, the launch of EURR comes as Revolut is being forced to discontinue support for Tether’s #USDT stablecoin in the #EU due to MiCA’s strict requirements. The launch of its own regulated EURR token likely allows the company to retain customers within its ecosystem and offer them a legal bridge between fiat and cryptocurrency.

[Roman Komyza @RomanKomyza]

#Bitcoin has broken through the $80,000 mark - for the first time in nearly 15 weeks. At one point, it even climbed above $81K

Over the past eight days, #BTC has risen by approximately +28%, increasing its market capitalization by more than $300 billion.

Over the past 6 months, bitcoin:native has gained around +20%. At the same time, gold and silver, despite their gains over the past month (approximately +15% for each metal), are still in the red over the 6-month period:
#GOLD: -10%
#SILVER: -25%

The reason is the strengthening trend toward a weaker #dollar and the gradual decline in investor confidence in dollar-denominated debt assets. Against the backdrop of the growing U.S. #nationaldebt, pressure on #Treasury yields, and concerns about further currency depreciation, capital is seeking alternative stores of value - such as gold and Bitcoin

[Roman Komyza @RomanKomyza]

@KobeissiLetter You can manipulate supply and buybacks in the short run, but you can’t sustainably suppress long-term yields if inflation, deficits, and term premium keep pushing them higher.

[Roman Komyza @RomanKomyza]

Everyone thinks they’ll be the Renaissance Man. That’s exactly why most will become Automatons))

[DAN KOE @thedankoe]

There will be 3 types of people in the future:

The Purists - reject AI and become new-age hippies

The Automatons - outsource every decision and become machines

The New Renaissance Man - maintains humanity and leverages tech to do what used to be impossible

[Roman Komyza @RomanKomyza]

@thedankoe Everyone thinks they’ll be the Renaissance Man. That’s exactly why most will become Automatons))

[Roman Komyza @RomanKomyza]

@thedankoe But what if we look at it from the other side?.. When calories became cheap, we stopped thinking so much about food.

Thinking is different. We can think about simple things or difficult ones. If thinking becomes cheap, perhaps we get to spend more of it on the harder things.

[Roman Komyza @RomanKomyza]

This is exactly what I’ve been talking about all along. A year sooner, a year later — the timing is anyone’s guess. But the U.S. national debt problem is likely to turn into a global macroeconomic tsunami, and at that point there may be no way to dodge it by kicking the can down the road yet again.

[Bloomberg @business]

Billionaire Ray Dalio said investors should reduce their bond holdings and put as much as 15% of their money in gold to hedge against the risk of a US debt crisis that he warns could be just three years away. https://t.co/BMPDnCqFZk

[Roman Komyza @RomanKomyza]

This is exactly what I’ve been talking about all along. A year sooner, a year later — the timing is anyone’s guess. But the U.S. national debt problem is likely to turn into a global macroeconomic tsunami, and at that point there may be no way to dodge it by kicking the can down the road yet again.

[Roman Komyza @RomanKomyza]

Three main reasons behind the current BTC surge:

1. US Treasury doubling long-dated bond buybacks, cutting yields and boosting liquidity for risk assets.

2. Trump White House meeting with crypto leaders, alongside a push for the CLARITY Act to bring greater regulatory clarity to digital assets.

3. A massive short squeeze, liquidating over $3B in bearish positions, forcing rapid covering, and accelerating the rally.

[Roman Komyza @RomanKomyza]

Three main reasons behind the current BTC surge:

1. US Treasury doubling long-dated bond buybacks, cutting yields and boosting liquidity for risk assets.

2. Trump White House meeting with crypto leaders, alongside a push for the CLARITY Act to bring greater regulatory clarity to digital assets.

3. A massive short squeeze, liquidating over $3B in bearish positions, forcing rapid covering, and accelerating the rally.

[Roman Komyza @RomanKomyza]

Three main reasons behind the current BTC surge:

1. US Treasury doubling long-dated bond buybacks, cutting yields and boosting liquidity for risk assets.

2. Trump White House meeting with crypto leaders, alongside a push for the CLARITY Act to bring greater regulatory clarity to digital assets.

3. A massive short squeeze, liquidating over $3B in bearish positions, forcing rapid covering, and accelerating the rally.

[Roman Komyza @RomanKomyza]

Three main reasons for this BTC surge:

1. US Treasury doubling long-dated bond buybacks, cutting yields and boosting liquidity for risk assets.

2. Trump White House meeting with crypto leaders, alongside a push for the CLARITY Act to bring greater regulatory clarity to digital assets.

3. A massive short squeeze, liquidating over $3B in bearish positions, forcing rapid covering, and accelerating the rally.

[Roman Komyza @RomanKomyza]

Three main reasons for this surge:

1. US Treasury doubling long-dated bond buybacks, cutting yields and boosting liquidity for risk assets.

2. Trump White House meeting with crypto leaders, alongside a push for the CLARITY Act to bring greater regulatory clarity to digital assets.

3. A massive short squeeze, liquidating over $3B in bearish positions, forcing rapid covering, and accelerating the rally.

[Roman Komyza @RomanKomyza]

@KobeissiLetter @grok, name three main reasons for this trend

[Roman Komyza @RomanKomyza]

@River Looks like Trump I + Trump II = the undisputed “debt champion”, right?..))

[Roman Komyza @RomanKomyza]

In essence, Vance is arguing that the dollar’s status as the world’s reserve currency is harmful, effectively pointing toward a form of U.S. “monetary isolationism”.
Given the chain of economic and financial repercussions this could set in motion, such a move could potentially destabilize - or even unravel - the global monetary and financial system, triggering major macroeconomic shocks with far-reaching and potentially catastrophic consequences for the global economic and geopolitical order.

[Roman Komyza @RomanKomyza]

What exactly is new about that?.. That is essentially the system we already have. Central banks hold gold as part of their reserves, while multiple currencies serve as reserve currencies alongside the US dollar, including the euro, yen, pound sterling, renminbi, Canadian and Australian dollars, and Swiss franc... The dollar dominates the system; it does not monopolize it.

[Roman Komyza @RomanKomyza]

The idea of deliberately trying to shed the dollar’s reserve-currency status or isolate it from the global financial system is extremely dangerous for the following reasons:

1. If the dollar lost its reserve-currency status, demand for Treasuries would weaken and U.S. borrowing costs could rise sharply.

2. It would likely put significant downward pressure on the dollar relative to other currencies. Imports would become substantially more expensive for Americans. That would fuel inflation and could lead to a significant decline in living standards.

3. A deliberate attempt to abandon that role could trigger capital outflows from U.S. financial institutions and cause the U.S. stock market to crash.

4. Neither the euro nor the Chinese yuan is currently capable of fully replacing the dollar without causing enormous disruption to global trade and financial markets. This could potentially lead to a breakdown of the global monetary and financial system, triggering severe macroeconomic shocks with far-reaching and potentially devastating consequences for the global economic and geopolitical order.