Philippe Bélanger

Entrepreneur & Investor From Seed to Public Equity (microcaps) Interests: SaaS, Ecommerce, Food & Bitcoin

Tweets are opinion, not investment advice.

[Philippe Bélanger @philbbelanger]

@drewfallon12 You forgot Good Protein !!

[Philippe Bélanger @philbbelanger]

Or... he could set up a family trust to sell his Canadian affiliate marketing business, multiply the $1.25M Lifetime Capital Gain Exemption (LCGE) and then move his money elsewhere.

Can you put me in contact with him?

My partners and I have an affiliate marketing business doing 5M in clean profits per year in Canada and we're buyers in this space.

[Philippe Bélanger @philbbelanger]

@iiiitsandrea At least, I can cry myself to sleep with ice cream now.

[Jeff Park @dgt10011]

Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?"

As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇

[Philippe Bélanger @philbbelanger]

@dtcprophet Claude Code + Deck

https://t.co/BwUyvic010

[Philippe Bélanger @philbbelanger]

@binghott GM% is a big variable in the LTV, hence why I'm asking.

Are we closing to 65% or 90% with your client?

[Martin Pelletier @MPelletierCIO]

Watch this and tell me why you don’t want GOLD even at current prices.

[Adam Livingston @AdamBLiv]

The banks are PISSING THEMSELVES.

They’ve just realized that some autistic crypto startup in a WeWork with $20 million in T‑Bills and a React front-end is about to nuke the entire $17 trillion U.S. deposit base…

…by offering 4.9% yield on a stablecoin while JPMorgan gives you 0.01% and a debit card that expires in two years.

“BUT THAT’S NOT FAIR” – every bank lobbyist ever

Now the banking system, this Godzilla made of soy, duct tape, and 11,000 physical branches, is whining to Congress like:

“This isn’t fair! If people can earn yield on dollars outside the bank… they might leave the bank!”

No shit. That’s the point. You locked everyone into a zero‑yield Ponzi for a decade while printing $7 trillion, and now you’re shocked people want out?

What’s next, are you gonna sue water for being wet?

This is a regulatory street fight between code and bureaucracy, between global liquidity that settles in five seconds and the rotting husk of Bretton Woods wearing a suit made of FDIC pamphlets.

And guess what?

The White House is hosting peace talks.

Yes.

Trump’s team just invited Circle and Coinbase to sit down with Jamie Dimon and tell him that the future of dollars may not involve Jamie Dimon.

Can you imagine the mood in that meeting?

“Hi Jamie, meet Brian from Circle. He tokenizes T-Bills with six engineers and a Discord server. He’s taking 3% of your deposits and none of your regulatory costs. Thoughts?”

The reality is that every time one of these banks says “we’re concerned about financial stability,” what they mean is:

“Please don’t let these crypto goblins disrupt our ability to harvest yield off the lower-middle class with 18% credit cards and 0% checking accounts.”

They want protection rackets codified into law.

Like “you can’t offer yield on stablecoins unless you’re a licensed bank,”

aka:

“We missed the boat, so let’s blow up the dock.”

Banks can’t compete.

Let’s model it:

A bank: 11,000 branches, 75,000 tellers, legacy core systems from 1982, and a CFO who thinks Solana is a fish.

Circle: 25 people, 100% T-Bill backing, 24/7 redemptions, yield streamed on-chain like Netflix.

Now let me make this brutally simple... Who wins?

The guys with marble lobbies or the protocol that turns dollars into yield-bearing bearer assets?

The banks are playing defense against stablecoin yield... but what happens when it clicks that stablecoins are just a transition vector to full monetary exit?

What happens when people use stablecoins to bootstrap into Bitcoin treasuries with self-custody?

You go from “5% yield off Circle’s T-Bill stack” to “30% CAGR in purchasing power in a bearer asset that can’t be diluted and lives outside the IMF death loop.”

That’s endgame stuff.

The banks are scared of USDC + USDT.

Wait until every mom in Omaha is yield farming STRC dividends from their Roth IRAs using a Lightning app.

We’re replacing the entire fiat architecture with a monetary black hole.

https://t.co/FgXOFs2ikL

[Philippe Bélanger @philbbelanger]

@John_Deere19 @Stocks_Stones Merci mon ami !

[Stocks & Stones | Mathieu Martin @Stocks_Stones]

À mes amis du Québec: Hier, j'ai participé au podcast Investi avec @philbbelanger pour discuter de microcaps et de nos histoires d'investissement ensemble. Bonne écoute!
___

Yesterday, I participated in a Quebec-based finance podcast with @philbbelanger. It's in French only. Sorry to my English followers! 😄

https://t.co/YAnqbJ8sxn

[Philippe Bélanger @philbbelanger]

@CharlesTrognon @julzlajulzjulz Tour du béret

[Philippe Bélanger @philbbelanger]

@seanfrank pls help us get to a billion in sales

we did 0 ->100m (only in Canada) in 4 years, launching in US next year

[Philippe Bélanger @philbbelanger]

@seempaq Where can I buy these chocolate bars?

Can I store them with my gold and silver bars?

Feels like this could be a great store of value.

[Devon Eriksen @Devon_Eriksen_]

1. Have capitalism. Life is good for 90%.
2. Find the 10% who can't thrive even in ideal conditions.
3. Tell them socialism would fix their problems. Use their support to implement some socialism.
5. Have mostly capitalism. Life is good for 80%.
6. Find the 20% aren't thriving.
7. Tell them socialism would fix their problems. Use their support to implement some more socialism.
8. Have some capitalism. Life is good for 70%.
9. Find the 30% who aren't thriving...

[Robert Sterling @RobertMSterling]

Jeff Bezos is worth $238 billion, even though Amazon has a $2.6 trillion market cap. In other words, he’s created $2.4 trillion of value for other shareholders—plus trillions more for employees, customers, suppliers, governments, and other stakeholders.

Jensen Huang is worth $164 billion, while NVIDIA’s market cap is $5 trillion. That’s $4.8 trillion of value for other people (not to mention the immeasurable value created for non-equity stakeholders).

Larry Page and Sergey Brin? $300 billion vs. $3.3 trillion. That’s $3 trillion of value for everyone else. And remember how bad search was before Google and how clunky email was before Gmail?

Mark Zuckerberg? $248 billion vs. $1.8 trillion.

The list goes on. There are hundreds more examples across technology, energy, medicine, manufacturing, and every other industry that keeps the American economy running and our society flourishing.

Billionaires don’t extract value from the rest of us. They create value FOR the rest of us, in exchange for just pennies on the dollar.

We should be grateful for every last one of them.

[Crémieux @cremieuxrecueil]

Old people (75+) are increasingly wealthy.

Young people (<35) are increasingly not.

This new paper suggests that the reason behind these divergent trends is... mostly housing!

[Philippe Bélanger @philbbelanger]

@BullBitcoin_ Oh 6.15 BTC, pretty much what I lost on FTX trading shitcoins on a centralized exchange. What a great lesson!

Looking forward to try BULL Wallet :)

[Philippe Bélanger @philbbelanger]

@Helios_Movement Sounds like David Protein bar.

[Coin Bureau @coinbureau]

🚨BREAKING: Crypto liquidations soar to $9.4 BILLION in 24 hours – the LARGEST single-day event ever.

Bigger than LUNA. Bigger than COVID. Bigger than FTX.

We just witnessed history.