Andres Florido

Crypto · AI · Fintech Finance Executive | Covenants |Digital assets & institutional finance | Co-Founder & CFO | ex Deloite, Accenture & PwC

[Andres Florido @AndresFFlorido]

Bitcoin's biggest rallies followed its worst headlines: China's mining ban, FTX collapse, US bank failures. Its sharpest tops followed the best ones: Coinbase's Nasdaq debut, ETF approval.⁣
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Bad news tests conviction. Good news tests discipline.⁣
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#Bitcoin #Crypto

[Andres Florido @AndresFFlorido]

Bitcoin just cleared its 50-week moving average, historically a key resistance line in every past bull cycle.⁣
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Monthly RSI trending up. MACD showing bears losing steam.⁣
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Structurally, this looks like early innings, not late cycle.⁣
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#Bitcoin #Crypto #BullMarket

[Andres Florido @AndresFFlorido]

Bitcoin's 21M cap doesn't move because Congress does. No regulatory moat needed—just sound advice, already proven in El Salvador.⁣
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Own it against debasing fiat, make it legal tender, and watch talent and capital build locally.⁣
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#Bitcoin #ElSalvador #Sovereignty

[Andres Florido @AndresFFlorido]

Crypto PACs picking fights with Democrats over CLARITY would be a mistake. Gillibrand, Gallego, Cortez Masto were moving things forward. The real blocker isn't partisan, it's the broader ethics fight over stock trading and disclosures. Crypto can't sit out. #Crypto #CLARITY

[Andres Florido @AndresFFlorido]

Bitcoin is still a 15 year old asset.⁣
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Once sovereign balance sheets keep expanding and nations get comfortable holding it as a digital store of value, capital doesn't trickle in — it floods.⁣
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Scarcity always gets repriced eventually.⁣
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#Bitcoin #DigitalGold #Macro

[Andres Florido @AndresFFlorido]

rTokens fit active traders more than passive holders.⁣
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Deeper order book liquidity, 1:1 backing with real US stocks, one platform for crypto and equities.⁣
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Useful for capital efficiency, less so if you just buy and hold.⁣
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#TokenizedStocks #DigitalAssets #Fintech

[Andres Florido @AndresFFlorido]

Tokenized stocks are starting to look like real financial instruments, not wrappers.⁣
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Using them as collateral for loans while still earning dividends is the interesting part. Idle assets, put to work.⁣
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Where TradFi and crypto meet.⁣
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#TokenizedAssets #DigitalFinance

[Andres Florido @AndresFFlorido]

Liquidity is the real test for tokenized stocks.⁣
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Bitget's rSNDK shows 1,700x more order book depth than its closest rival, rCOIN 214x, rSPY 54x.⁣
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But no platform wins everywhere. Spreads still vary by stock, so comparisons matter before trading.⁣
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#RWA #DigitalAssets

[Andres Florido @AndresFFlorido]

Zcash just broke $1,000 for the first time in a decade, ten days after Grayscale's spot ZEC ETF hit NYSE Arca.⁣
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Institutions are waking up to privacy as core infra, same instinct driving AI adoption: big money needs narratives it can underwrite.⁣
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$ZEC #Zcash #Crypto #AI

[Andres Florido @AndresFFlorido]

Uniswap's protocol upgrade is burning ~$200M/year in UNI, and we're not even in a bull market yet. 10% more volume and it passes Tether as crypto's top fee-generating platform.⁣
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Also: Uniswap Labs just acquired Pons, the meme launchpad on Robinhood chain.

[Andres Florido @AndresFFlorido]

AI won't replace every job—but people who know how to use AI will replace those who don't.⁣
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Tech booms rarely hit every sector equally—healthcare and education tend to hold up better than tech-heavy fields.⁣
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Learning AI right now is a career hedge.⁣
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#AI #FutureOfWork

[Andres Florido @AndresFFlorido]

Unemployment steady at 4.1%. Payrolls looked negative last month, then got revised positive.⁣
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Markets trade the headline, not the revision. Inflation is the bigger concern right now, not a labor-driven recession.⁣
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#LaborMarket #Macro #Inflation

[Andres Florido @AndresFFlorido]

Waller says it wouldn't take much to flip toward a hike. Watch average hourly earnings, still climbing, though the YoY trend is cooling.⁣
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BoJ looks set to hike in September, maybe again in December. Japan's 2yr yield at 1.74% vs a 1% policy rate says a lot.⁣
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#Fed #BOJ

[Andres Florido @AndresFFlorido]

Labor market's still holding on, unemployment steady as participation ticked up. But the real test is the next inflation print before the Fed meets. Hot print, rate hike case gets stronger. Cool print, they hold and wait.⁣
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All eyes on that CPI report. #Fed #Inflation #Macro

[Andres Florido @AndresFFlorido]

Oil back near $90 and climbing. Recent CPI likely priced in the June/July dip, not this move. Bad inflation print next week and a Fed hike is back on the table.⁣
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Skipping it here risks the market reading it as a mistake, sending long yields higher.⁣
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#Fed #Inflation #Oil

[Andres Florido @AndresFFlorido]

Bitcoin +40%, Ethereum +80% in just 6 days out of the last 50. Miss those days, miss the cycle.⁣
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Weekly RSI just reclaimed the midpoint, same setup as last cycle, right before price ran for years.⁣
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Timing this market matters more than people think. #Bitcoin #Crypto

[Andres Florido @AndresFFlorido]

Imperfect clarity still beats no clarity. It's less about a perfect bill, more a mentality shift, giving builders certainty while banks quietly prep resources to compete. Miss this and the US cedes ground on DeFi and onchain finance. #CLARITYAct #DeFi

[Andres Florido @AndresFFlorido]

New 24/7 trading roundtable says it all: Robinhood, BlackRock, CBOE, UBS, Citi, NASDAQ, Jane Street, DTCC — all TradFi.⁣
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Crypto's run 24/7 for years. Derivatives went 23/7 already. Now equities are catching up.⁣
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The student just taught the room. #Crypto #TradFi #FinTech