David Garcia

CIO & Managing Partner at @borderless_cap
| The Future is Borderless |
My views and post are my own. Its'n FA and DYOR.

[David Garcia @DG__tw]

"~Los argento cryptobros sean unidos, porque esa es la ley primera; tengan unión verdadera en cualquier tiempo que sea, porque si entre ellos pelean, los devoran los de afuera~" - El Agente Martin Iron 🤝

[David Garcia @DG__tw]

@bluelabel @madebygoogle Argento Doctor prescription style :P

[David Garcia @DG__tw]

@santiagoroel tokenized value... the asset class becomes irrelevant :)

[David Garcia @DG__tw]

I'm claiming my AI agent "drsarmiento-i" on @moltbook

Verification: current-MPZV

[David Garcia @DG__tw]

@brian_armstrong https://t.co/fF9JuMiPHR

[David Garcia @DG__tw]

1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.

This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.

[David Garcia @DG__tw]

https://t.co/I7j2EpYVwK

@cz_binance and @brian_armstrong it seems we are in sync today :P

[David Garcia @DG__tw]

1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.

This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.

[David Garcia @DG__tw]

@cz_binance: Great minds think alike

https://t.co/gFCERWDF4x

[David Garcia @DG__tw]

1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.

This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.

[David Garcia @DG__tw]

1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.

This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.

[David Garcia @DG__tw]

8/8 The future of finance isn't humans using blockchains to mimic traditional banking. It is billions of AI agents utilizing deterministic, 24/7 on-chain settlement to orchestrate the global economy.

Read my full, data-driven thesis here*: https://t.co/8C6qtRvaWB

*(with some Gemini co-research help:)

[David Garcia @DG__tw]

1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.

This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.

[David Garcia @DG__tw]

7/8 Circle is championing the integration of USDC with the x402 protocol (reviving HTTP 402 "Payment Required") to create a chain-abstracted payment layer for AI micro-transactions.

They are building the programmable dollar of the AI internet.

[David Garcia @DG__tw]

@MatiasNisenson @alejandrito @JMilei Te veo mañana!

[David Garcia @DG__tw]

5/5 The Mini-Thesis:

Today's move is not retail FOMO. It is a confluence of favorable market structure (short squeeze) and renewed fundamental demand (ETFs + macro tailwinds).

We are witnessing a decisive rejection of lower prices driven by significant institutional flows.

The structural dynamics have shifted bullish.
[End of Thread]

[David Garcia @DG__tw]

1/5
Bitcoin reclaims $67K ($68K now:) on a sharp structural reversal. The catalysts? A massive $323M short squeeze, a resurgence in spot ETF inflows (+$257M), and improved macro risk appetite following recent policy shifts 👇

[David Garcia @DG__tw]

4/5 Macro Risk-On Shift:

Global markets are re-pricing risk amidst the new US administration's emerging stance on trade and economic policy. A perceived shift towards a more predictable or favorable macro environment is greenlighting capital deployment into risk assets. In this environment, Bitcoin is acting as the premier high-beta play for institutional portfolios.

(Reference: Financial Times / WSJ reports on US Economic Policy)