@derykmakgill "Anonymity will be trivial on the second layer. Just go to a bank that doesn't collect your information. Go to a bank that uses a throwaway email address to contact you."
- @saifedean
@Sorenthek@jack BTC is cooked, Knock v. Core proves the underlying codebase issues will constantly reassert themselves and that GitHub repo control is counterparty risk.
EpsteinCoin never had a chance.
@graddhytrading Yes. Seems the most likely scenario. But given such a soft labor market, it would be an inflationary impulse and not driven by demand - in that environment, silver will also continue higher.
Hate to be a "this time it's different" guy as it almost never is. We'll see!
@CoachJamesGogue@graddhytrading Loaded some physical this Friday on the tamp on the off chance she runs this week. Asian session showing some strength so far despite SHFE increasing margin requirements.
We shall see...
@graddhytrading Graddhy, what's your macro thesis on oil vs PMs during this supercycle? The WTI to silver ratio is now at its 1980 lows and has been getting creamed since 2022.
Either we get a huge reversal on the ratio in '26 or we are in an entirely new pricing paradigm for silver...
@LibertyOffense Is Clair Obscur worth coming out of "gaming retirement" for? It comes highly recommended and I love JRPGs, but it's tough to justify a 60+ hour campaign at this point in my life :(
Lumière is a banger, though!
@_Goldilux_@LambDownUnder@LibertyOffense US commercial banks will eventually be forced to accept gold and silver as pristine collateral, but only after the rest of the world has done so.
@LambDownUnder@LibertyOffense Refiner backlog - they're not buying so dealers have lost their primary USD liquidity avenue. This is also why sterling/junk is under spot right now, more expensive to refine than 999.
Will be short-lived, of course, but a good opportunity to add ounces below spot for stackers.
@JR_Vidueira@graddhytrading My understanding is that a cycle that rises for longer than it falls is right-translated and bullish, the inverse is left-translated and bearish.
@SimonDixonTwitt@themarketsniper None of that matters if the largest UTXO holders are custodial and your enemies.
Especially if your only scaling solution requires those same parties to operate as hub-and-spoke liquidity routers. Start thinking of GitHub repositories as counterparty risk.
@graddhytrading Odds of ICL on silver going lower than the ~$45 range? Looks like a double top, are you still expecting a deeper backtest given that gold and the miners haven't re-tested YCH?