Tradfi To Defi

TradFi guy discovering DeFi

[GeoInsider @InsiderGeo]

Looking at Trump's latest post, something's shifting. Tone is completely different from the last 48 hours.
No more "no more Mr. Nice Guy," no regime change, no threats on power plants. Instead he's building a comparison with Obama's JCPOA.
"My deal will be far better." When a president starts explaining why his deal beats his predecessor's, a deal is usually coming.

Notice what's missing. No mention of uranium transfer to the US. No "zero enrichment." No "no money exchanged." All the hard points Iran publicly rejected.
He's quietly dropping them without admitting it. Classic Trump pattern, max pressure to get them to the table, then walk back the maximalist positions once they're seated. Same playbook as North Korea 2018, Mexico tariffs, China trade.

My read: Trump is already pre-selling the deal that's coming. The fact that he's framing it against JCPOA suggests the final agreement will probably look more like JCPOA than he'll ever admit. Some monitoring, some enrichment limits, probably no physical uranium transfer like he claimed yesterday.
Packaged as "the greatest deal in history" for domestic consumption.

[zerohedge @zerohedge]

Goldman Asks If China's DeepSeek is AI's Sputnik Moment https://t.co/htNoue2bhd

[Tradfi To Defi @DefiTradfi]

Enjoyed this honest take on Southeast Asia tech investing. China and India’s playbook should not be force-fitted, neither should their multiples. Scaling up is the biggest challenge in this fragmented region.

[sophie @netcapgirl]

this is goldman sachs’ head of japan equities. you may not like it but this is what peak performance looks like

[Nick Timiraos @NickTimiraos]

Almost every hard landing looks at first like a soft landing

What's standing in the way of a soft landing now:

-The Fed staying too high for too long
-A too-hot economy
-A rise in oil prices
-A financial market rupture

"Planes land. Economies don't."

https://t.co/kC0Yn29IYX

[Tradfi To Defi @DefiTradfi]

Interesting angle

[Velina Tchakarova @vtchakarova]

This is not a coup by Prigozhin. This is an inner war between the St Petersburg gang of Putin and the Moscow gang of Gerasimov and Shoigu. This is the beginning of Putin‘s election campaign to become reelected on March 17, 2024. His lapdog Prigozhin is masquerading a coup to put the blame on Gerasimov and Shoigu for losing the war against Ukraine. Prigozhin can always be scapegoated if he fails like this has happened in the past. #geopolitics #Velsig

[Paul Couvert @itsPaulAi]

Many people don't know it, but ChatGPT can help you learn a new language.

You can turn it into your own personal teacher with just one prompt.

Here's how to learn a language easily using ChatGPT:

[Tradfi To Defi @DefiTradfi]

China playing the long game. Printing money only works if you’re world #1. Once the music stops, so does the US economic machine.

[Shanghai Macro Strategist @ShanghaiMacro]

This is both funny and sad.

US to China: if your recovery does not pick up, I will probably recover earlier than you.

China: I am still warming up…

China growth stocks to Nasdaq: how could you rally given the Fed tightening?

Nasdaq: how could you fall given the PBoC easing?

[Alf @MacroAlf]

''A recession is priced in''

A) Fed cuts, yes - but only until 3% Fed Funds in 2024: if we get a recession the Fed doesn't stop at 3%...

B) Cyclical and high-beta equities overperforming defensives this year

C) Credit spreads hanging there

Are you sure it's priced in?

[Elon Musk @elonmusk]

Say what you want about me, but I acquired the world’s largest non-profit for $44B lol

[Tradfi To Defi @DefiTradfi]

Probably doesn’t come as a surprise that the world is still underestimating Chinese EV makers. Tesla is great but the world is more than that. $LI $BYD

[Shanghai Macro Strategist @ShanghaiMacro]

For those of you who wonder if Tesla accounts for most of the increase in Chinese car exports, please see below. It is important to understand that the rise of Chinese auto industry is systemic and led primarily by domestic EV manufacturers. Tesla is only part of the story.

[Tradfi To Defi @DefiTradfi]

@MacroAlf Where is this data from?

[Tradfi To Defi @DefiTradfi]

@YeouJie @AlamedaResearch Do u accept FTT?

[Tradfi To Defi @DefiTradfi]

Has the music stopped for SG resi property? Time for a correction $CDL $UOL

[CN Wire @Sino_Market]

#BREAKING
Hong Kong will end the Leave Home Safe COVID contact tracing app requirement and cancel the Yellow code from December 14. The city will scrap the 3-day monitoring period for arrivals, according to Chief Executive John Lee.
*Reopen to overseas arrivals.

[Paulo Macro @PauloMacro]

Throwing out a copper bull angle that may be controversial to “capex cmdty vs opex cmdty” lines of thought.
1/8

[krahs maet @alaric9896]

Why didn't @MAS_sg order @FTX_Official to stop payment services to SG residents and only instructed @binance @cz_binance to do so?

"It would not be meaningful to list all unlicensed entities there" - Ridiculous statement that pushes the blame. Obvious lack of DD.

[Arthur @arthur0x]

I kind of trust guys in suits more than guys in shorts now

[CZ 🔶 BNB @cz_binance]

Two big lessons:

1: Never use a token you created as collateral.

2: Don’t borrow if you run a crypto business. Don't use capital "efficiently". Have a large reserve.

Binance has never used BNB for collateral, and we have never taken on debt.

Stay #SAFU.🙏

[Polygon | POL @0xPolygon]

.@Meta has selected @0xpolygon for minting digital collectables 🧑‍🎨

For the 1st time ever, @Meta is empowering creators to mint & sell @0xpolygon powered digital collectibles on & off @instagram 🙌🏿

[Kuppy @hkuppy]

HFs have become the dumb money in finance…👇👇