Ludo

I invest and share ideas

[Ludo @YieldMechanic]

Stable Coins
Crypto
The future is today

[Ludo @YieldMechanic]

Stablecoins are the new digital dollars. #Ethereum is the railway they run on.

Fed Governor Stephen Miran — who could one day succeed Powell — just said the surge in stablecoins may structurally lower U.S. interest rates.

1️⃣ Stablecoins (like USDC & USDT) are exploding in market cap — now >$240 B. They move money globally in seconds.
2️⃣ To back each token, issuers buy short-term U.S. Treasuries → constant demand → lower yields → lower r★ (neutral rate).
3️⃣ ~70 % of stablecoins run on Ethereum. Every time someone moves them, they pay fees in ETH. Those fees burn ETH forever.
4️⃣ More stablecoin adoption = more ETH burned = less supply + higher utility.

[Ludo @YieldMechanic]

What’s happening: Treasury’s cash pile (TGA) just hit $1 T — the only other time this happened was during COVID.

Why: Massive debt issuance + spending freeze = liquidity trapped at the Fed. Money’s parked, not circulating.

Reversal odds: High — once the gov’t reopens or QT ends (Dec), that cash floods back into markets.

Impact: A $1 T liquidity wave could supercharge risk assets.
Crypto—being the most liquidity-sensitive—could rip first.

[Ludo @YieldMechanic]

Cryptocurrencies are falling because:

1) China-US tension
> Key Next Event: APEC summit, October 31 (Trump & XI meeting)
- Mitigant: Trump posted on Truth social that everything is going to be fine

2) Regional Bank Lending Concerns
> Key Next Event: October 28-29 FOMC meeting
- Mitigant: FED backstopping like it happened with Silicon Valley Bank & significant dry powder in private credit markets

3) Worries of AI driven bubble:
> Key Next Event: NVIDIA’s Q3 2025 earnings release in late November
- Mitigant: Large corporation are just beginning to organize their internal directories to benefit from LLMs connectors. We are very early in the adoption phase.

4) Persistent Inflation and Geopolitical Uncertainty
> Key Next Event: October 17 Trump & Zelensky meeting |October 28-29 FOMC meeting | APEC meeting Trump / XI on October 30th
- Mitigant: No one wants a war and there are signals from all the parties from China/Russia/Ukraine that their national interest sits outside of war and retaliatory trade escalations.

Gold is just a yardstick of the aforementioned risks building momentum. That’s it. Bitcoin is still a risky asset (most of fund managers are boomers) and younger investors have still a long way to go before establishing as the dominant financial force in the markets.

[Ludo @YieldMechanic]

#XRP ETF IS COMING

[Ludo @YieldMechanic]

@PixOnChain Cuz you don’t have stop losses on polymarket

[Ludo @YieldMechanic]

Sticking with this one #WLFI

[Ludo @YieldMechanic]

#ETH PRICE ACTION AFTER #CPI

8:30 AM: CPI in-line at 2.9% → bots buy instantly → ETH spikes
8:35 AM: Larger players sell into the pop (take profit) → thin liquidity + stops triggered → wick down
8:45 AM: normalization
Target: Fed cut 09.17 ETH Q4 price to $5k

[Ludo @YieldMechanic]

@EricTrump $10 target

[Ludo @YieldMechanic]

@EricTrump @EricTrump let’s make a @Georgetown coin!

[Ludo @YieldMechanic]

@OzakAGI @ReidPax when will the token become tradeable? What is the roadmap? Who are the founders? What is the tech behind? Please disclose this if you want real backing

[Ludo @YieldMechanic]

Buying the Dip #EricTrump #Ethereum

[Ludo @YieldMechanic]

@CryptoPeakX @worldlibertyfi 🦅

[Ludo @YieldMechanic]

@DonaldJTrumpJr @realDonaldTrump can you please remove this post? I don’t think is very elegant and polite to show this.

[Ludo @YieldMechanic]

@frankdegods Big tech (Facebook, NVIDIA) are valued for their expected dominance in AI and because they are a large share of the S&P the index falls and crypto follow along when this dominance is threatened.

When P/E ratios are so high every small blow is a big shake in market caps.

[Ludo @YieldMechanic]

@Homer_xsol 5HDarcbFMvjXckk9acE99m5ZCQFm7iQXbWnsc15egAa3

[Ludo @YieldMechanic]

@elonmuskADO 1

[Ludo @YieldMechanic]

@IOHK_Charles Charles could you make a post with 2-5 easy to understand real word use cases for Cardano? Thank you

[Ludo @YieldMechanic]

@hdxNBA @alicharts https://t.co/r5oZIPrGuJ