Sandy Tan

TradFi → Web3 | Ex-HSBC | Crypto analyst & BD | Writing about money, markets & blockchain

[Sandy Tan @SutantoSandy]

Tag temen kalian yang keliatan “diamond hand” tapi ternyata “denial” 😀

[Sandy Tan @SutantoSandy]

Gue punya teman yang diamond hand 2 tahun.

Gak pernah jual, gak pernah panik.
Mental baja. Disiplin luar biasa.
Tapi asetnya? Turun 94% dari ATH.
Dan dia masih bilang “ini long term play.” 🧵

[Sandy Tan @SutantoSandy]

Conviction itu penting.
Tapi conviction tanpa evaluasi ulang bukan kekuatan — itu ego.
Cek lagi portofolio lo sekarang.
Bukan buat jual panik.
Tapi buat jawab jujur: masih layak di-hold gak?
— follow akun ini buat baca unspoken story about market 🫡

[Sandy Tan @SutantoSandy]

@Barchart @grok does it mean QT or QE?

[Sandy Tan @SutantoSandy]

@TokenomyAirdrop @And1197710And @danilbahari_ @RichieShoesShop @massrayyy @fuiwannadie @dezzyboy102 @ali_hamzah6326 @kiruiiiiiii @XSeputro55801 @cepejepp @detwis21 @drivvv_ @AuraWolf9616 Okeee min thankyou ✌️

[Sandy Tan @SutantoSandy]

@TokenomyAirdrop @And1197710And @danilbahari_ @RichieShoesShop @massrayyy @fuiwannadie @dezzyboy102 @ali_hamzah6326 @kiruiiiiiii @XSeputro55801 @cepejepp @detwis21 @drivvv_ @AuraWolf9616 Sudah dikirim atau sedang proses distribusi ya min? 😁

[Airdrop by Tokenomy @TokenomyAirdrop]

🔥 SPECIAL QUEST ALERT! 🔥

Ikuti Special Quest Tiger Research dan dapatkan kesempatan memenangkan bagian dari total hadiah 300 USDT!

Link quest: https://t.co/hi9xvrpwwe

🎁 Hadiah: 300 USDT (Raffle)
🗓️ Durasi: 23 Juni - 14 Juli 2025
✅ Mekanisme: Selesaikan task-nya dan menangkan undiannya!

Tugasnya gampang banget dan semua orang punya kesempatan yang sama. Quest dimulai HARI INI!

Langsung garap di Tokenomy Airdrop!

[Sandy Tan @SutantoSandy]

Joined “From Zero to Web3 Hero”
Learning Web3 the fun way with an awesome lineup of speakers.
Let’s build the future of the internet together! 🌐🔥
@Tokocrypto @TokenomyAirdrop @nusa_finance @solhedge_prjct @wellnerconsuly @SuperteamIDN

#Web3 #Blockchain #FromZeroToWeb3Hero

[Sandy Tan @SutantoSandy]

@lookonchain Bad news is a good news
thanks @VitalikButerin

[Sandy Tan @SutantoSandy]

@hoteliercrypto Turut Berduka Bli..

[Sandy Tan @SutantoSandy]

In times like these, your portfolio is a mirror — and it doesn’t lie. If you can’t explain what you own, you’re not investing — you’re just copying. Grow a spine. Have conviction. Be the one they copy next. #finance #crypto #stock

[Adam @AdameMedia]

Tim Cook explains why Apple chooses China for manufacturing.

Can America replace this?

[Eric Demuth @eric_demuth]

It’s not about China or Europe.
It’s about crashing the cycle.

Everyone’s busy debating whether Trump’s new tariff rhetoric is about protectionism, election tactics, or geopolitical strategy. But they’re missing the point — entirely.
What seems like protectionism might actually be a recession strategy.

The U.S. government is facing a massive refinancing wave. By the end of 2026, it needs to roll over $9 trillion (yes, trillion with a 'T') in maturing Treasury bonds. Most of this debt was issued during the near-zero interest rate years — a time we won’t see again anytime soon. Today, the 10-Year U.S. Treasury Yield is hovering below 4.20%, after peaking above 4.60% in Q4/2024.
That rate is the number that matters.
Every single basis point shaved off means billions saved in interest over the next decade.

And here’s the brutal truth:
The only realistic way to bring that yield down — is to slow the economy. By force, if necessary.

Enter tariffs.
Enter “economic nationalism.”
Enter measures that look irrational — but are laser-focused on deflating long-term growth expectations.

And yes, I understand the argument that tariffs tend to be inflationary in the short term. But what we’re seeing here is a systematic and significantly large-scale implementation — one that will, over the medium term, trigger a recession in the U.S. economy. And that’s exactly the scenario I described above.

A weaker economy leads to lower inflation expectations, lower demand for capital, and thus, lower yields. That’s exactly what Trump—and frankly, anyone at the helm of a debt-ridden superpower—needs right now.

It’s not just about tariffs. We’re seeing deliberate tolerance, even engineering, of economic slowdown.
The game plan is clear:
1. Suppress yields now.
2. Refinance trillions at lower cost.
3. Then switch to stimulus mode, revive the economy, and re-open the monetary floodgates.

We’ve seen this movie before. Think 2020–2021. Quantitative easing at scale. Zero rates. Explosive risk-on rally. That won’t happen again until this refinancing cycle is complete—and until the 10-Year Yield is under control.

Until then, we stay in a tight liquidity environment. The Fed is still reducing its balance sheet, and risk assets—especially in the tech and crypto space—remain subdued as a result.

So the next time someone says Trump is “starting a trade war,” look at it differently.
This isn’t a trade war.
It’s a yield war.

And for those watching markets:
Follow the 10-Year Treasury Yield Curve.
That’s where the real story is being written.
#TrumpTariffs #tariffs #LiberationDay

[Sandy Tan @SutantoSandy]

@SpencerHakimian Hi Spencer, what does Trump actually want with this tariff? Is it just to pressure the Fed to cut rates, or does he genuinely want to bring back U.S. manufacturing?

I don’t think it’s really possible to bring U.S. manufacturing back.
Thanks

[Sandy Tan @SutantoSandy]

@SpencerHakimian Hi Spencer, what does Trump actually want with this tariff? Is it just to pressure the Fed to cut rates, or does he genuinely want to bring back U.S. manufacturing?

I don’t think it’s really possible to bring U.S. manufacturing back.
Thanks