Geronimo Faggi

[Geronimo Faggi @gerofaggi]

@JavierCaballero Muy expuesta al bitcoin en mi humilde opinion. De criptomonedas el proyecto de chainlink lo veo super interesante trabajando con swift , dtcc entre otros para salir en producción este año

[Moeskul @Xmarine777]

XRP aims to replace Swift by promising banks faster, 24/7 settlements through tokenization.

But Swift is doing exactly that and more, by integrating Chainlink to connect it's 11,500+ banking network to all private and public blockchains.

$XRP has nothing to offer, and it's tech doesn't even work: on 4th February it's network froze for 64 minutes. You think banks will ditch the infrastructure they been trusting for +40 years for that?

Look what Swift said about their latest pilot with $LINK: "This initiative would enable digital asset transactions to settle with fiat payment systems across more than 11,500 financial institutions, across over 200 countries and territories."

That alone makes $LINK the Swift token. And it's only one adoption vertical.

This is just the tip of the iceberg. You have a lot to study if you didn't conclude yet that $LINK is the real Banker's coin. Look into:

- ERC3643, a token standard made compliant and cross-chain with Chainlink, being endorsed by the SEC.
- Chainlink included as critical infrastructure in the Digital Assets WhiteHouse report.
- Canton Network's integration of Chainlink.
- Swift's Project Calm about using Chainlink's AI Oracles for corporate actions with SmartContracts.

I could go on and on, but you would stop reading.

Now, just meditate on how:

$XRP's market cap is 200B.
$LINK's not even 15B.

$LINK flipping $XRP is innevitable.

You know what to do.

[Moeskul @Xmarine777]

I don't understand how the Reserve fits with the whitepaper and the original vision of a decentralized network where token demand comes organically from the network operating on its own, without a centralized intermediary.

$LINK

https://t.co/8pBjWOJ81k

[Moeskul @Xmarine777]

I think I figured it out.
No interop protocol was named.
No blockchain other than Canton, though multiple will be used.
The DTCC will recommend "standards" for settlement, interop, data.
$LINK will be the absolute leader here.
Nobody will see it coming.
https://t.co/pz7NXBbcYH

[Geronimo Faggi @gerofaggi]

@ahidalgoa Google invirtio en anthropic osea claude

[Geronimo Faggi @gerofaggi]

@Adamaestr0_ Claude
Gracias

[Geronimo Faggi @gerofaggi]

@NewcomerInvest @QualityInvest5 $tfpm an $voxr

[Geronimo Faggi @gerofaggi]

@inversionmedica Prefiero invertir en royalties , que en oro fisico o etf . Jmho

[Moeskul @Xmarine777]

There’s less $LINK on exchanges now than there was when the price was at $6.

Sibos is in 10 days.

ETFs are about to be approved.

The Fed has just started to cut rates again.

You don't own enough.

[Geronimo Faggi @gerofaggi]

@TheLongInvest $voxr

[Geronimo Faggi @gerofaggi]

@alc2022 $adur

[Moeskul @Xmarine777]

It was about time
https://t.co/jUUdTVuJyN

[Spencer Cole @miningroyalty]

👍 Excited to announce this countercyclical iron ore royalty transaction. $VOXR @vox_royalty

[Geronimo Faggi @gerofaggi]

@Core_Investor $adur tam enorme y grandes ventajas competitivas

[Makingmoneynow @makingmoneynow1]

https://t.co/JvmwXeen6z “Investing in American recycling infrastructure means investing in the American economy. The CIRCLE Act offers an opportunity to galvanize investment from the private sector to help unlock more than $30 billion in economic benefits that can be derived from investments in recycling, including 200,000 new jobs, $9.5 billion in taxpayer dollars saved, and 169 million tons of recyclables returned to domestic markets. The Recycling Partnership is committed to building a better U.S. recycling system and is proud to support the CIRCLE Act,” said Keefe Harrison, CEO of The Recycling Partnership.

The CIRCLE Act establishes a 30% investment tax credit that would be phased out over the next 10 years.
This is extremely bullish for $ADUR

[Geronimo Faggi @gerofaggi]

@TheIcahnist $adur

[Leo @LeoNelissen]

$LB - LandBridge

What the market is missing:

- Just 10% of revenues are oil and gas royalties
- Its sponsor, Five Point, founded PowerBridge. PowerBridge is working to get data centers to the Permian. It works with $NRG Energy, which will make it MUCH easier to get deals done on LB land.
- Unofficial reports show work is in progress with players like CoreWeave.
- Stargate will be perfect for the Permian.
- There is no other player that has what LB has when it comes to low-risk contiguous land.
- Eventually, LB will be home to mega-campuses that come with external power facilities, etc, as it aims for the big deals instead of smaller commercial customers.
- Nat gas is basically free in the Permian (Waha). Once egress improves, both LB and $TPL will get a huge boost in revenue growth.
- Drillers will pay anything to get rid of brackish water in the years ahead (LB partners with WaterBridge).

This decline sucks, as it's fueled by fears of an implosion of Permian activity. That's not happening. And even *if* it were happening, it would massively boost oil prices and push activity into the Delaware's best acres, which LandBridge services.

Disclaimer: LB is my largest position.

[Geronimo Faggi @gerofaggi]

@GutierrezCap_ Qué piensas de Google AI Mode ?

[Geronimo Faggi @gerofaggi]

@AbrilQuim $adur

[Makingmoneynow @makingmoneynow1]

$ADUR Aduro Clean Technologies - My Bullish Investment Thesis (long position) 👇