The Kirill Dmitriev Times

Positive insights. CEO of the RDIF.

[The Kirill Dmitriev Times @kirillstrategy]

KALSHI SEES US PUBLIC DEBT NOW REACHING OVER $57 TRILLION DOLLARS
OVER THE NEXT 10 YEARS

THAT ALMOST $400,000 DEBT PER AMERICAN TAXPER

[The Kirill Dmitriev Times @kirillstrategy]

Trump calls for US to have “lowest” interest rates in the world

53% chance Fed "hikes" rates this month

[The Kirill Dmitriev Times @kirillstrategy]

OVER THE WEEKEND TRUMP THREATENED TO BAN CANADIAN PRIVATE JET MAKER BOMBARDIER FROM SELLING IN AMERICA

OVER 50% OF ITS REVENUE COMES FROM THE US

DESPITE THAT THE STOCK IS BARELY DOWN TODAY

THE MARKET DOESN’T CARE ABOUT TRUMPS THREATS ANYMORE

$BBD

[The Kirill Dmitriev Times @kirillstrategy]

APPLE SHARES ARE NOW SELLING OFF
AS INVESTORS REALIZE APPLE JUST LAUNCHED THE SAME PHONE FOR THE FIFTH YEAR IN A ROW

$AAPL #AppleEvent

[The Kirill Dmitriev Times @kirillstrategy]

TRUMP SAYS HE WILL SEND $5,000 TO EVERY SINGLE AMERICAN IF HIS PARTY WINS THE MIDTERM ELECTIONS

TRUMP SAYS HE WILL ISSUE A “DIVIDEND” TO CITIZENS IF GOP WINS SENATE & HOUSE

[The Kirill Dmitriev Times @kirillstrategy]

Despite tripling its longer-term Treasury buyback, yields are spiking to new highs. The yield on the 10-year is 4.84% and the yield on the 30-year is 5.3%. Gold's $60 gain has been cut in half, but if traders understood what this means, gold would have added to its earlier gains.

[The Kirill Dmitriev Times @kirillstrategy]

Markets look remarkably relaxed despite bond yields hovering near multi-decade highs. The MOVE index of US Treasury volatility sits at just 73.1, while the VIX is only 15.75. High yields, low volatility: markets seem to treat elevated rates as the new normal, not a crisis

[The Kirill Dmitriev Times @kirillstrategy]

Markets look remarkably relaxed despite bond yields hovering near multi-decade highs. The MOVE index of US Treasury volatility sits at just 73.1, while the VIX is only 15.75. High yields, low volatility: markets seem to treat elevated rates as the new normal, not a crisis

[The Kirill Dmitriev Times @kirillstrategy]

Coinbase vice chair Ryan VanGrack says onchain finance and tokenization “aren’t coming — they’re here.”

He’s calling on the US to pass the CLARITY Act and take the lead.

The financial system is moving onchain whether regulators are ready for it or not.

[The Kirill Dmitriev Times @kirillstrategy]

LATEST: Senate Republicans warn the crypto market structure bill is likely to fail next week unless the White House bridges the gap on ethics rules covering the president and his family

[The Kirill Dmitriev Times @kirillstrategy]

"By squeezing the Strait of Hormuz, both the U.S. and Iran expected to outlast their foe, believing time would work in their favor. Now, it looks like the trend is moving against Tehran," per WaPo

[The Kirill Dmitriev Times @kirillstrategy]

@harrybatestrade @cryptorover Crazy and true Harry

[The Kirill Dmitriev Times @kirillstrategy]

@Lucky_m_X @carlmoon Interesting

[The Kirill Dmitriev Times @kirillstrategy]

I’m all in

[The Kirill Dmitriev Times @kirillstrategy]

BTC will hit $200k, ETH will pump to $10k

Altcoins will pump 10x-15x in a day

The CLARITY Act will be passed

Countries will push for crypto adoption

Governments will start allocating Bitcoin as a reserve

YOU'RE NOT READY FOR THE NEXT BULL RUN.

[The Kirill Dmitriev Times @kirillstrategy]

@Marion202501 @Kalshi Like lie lie

[The Kirill Dmitriev Times @kirillstrategy]

@cryptojack Nice

[The Kirill Dmitriev Times @kirillstrategy]

@cryptojack Nice move

[The Kirill Dmitriev Times @kirillstrategy]

When Kudlow said that Trump sometimes embellishes things a wee bit, which was a polite way of admitting he often tells huge lies, Bessent immediately replied, “Your words, not mine, your words, Larry.” Bessent is not just the Treasury Secretary, he's the Secretary of Ass Kissing.

[The Kirill Dmitriev Times @kirillstrategy]

SEC proposes overhaul of 40-year-old rules to support blockchain and tokenized securities.

The new rules would recognize blockchain for tracking ownership, making it easier to move stocks and other assets on-chain.