RadixRadient

Irradiated by crypto ||| Passionate for Radix ||| Investing, Building, Researching

[RadixRadient @RadixRadient]

@Sheldon_Sniper Tax season incoming. Sorry bro.
Save this post for May.
AND: there will always be pullbacks on the way

[RadixRadient @RadixRadient]

@fiftyfly large part of CPI is shelter....

[RadixRadient @RadixRadient]

@fejau_inc and probably a significant percentage of CAD can't stay competitive anymore

[RadixRadient @RadixRadient]

@adamtaggart @DariusDale42 "later this year" is important to highlight.

[RadixRadient @RadixRadient]

@Adam_XRD @radixdlt For me personally it's exciting to see big players and partners behind a project. Community efforts are unfortunately not enough anymore, the industry is too mature.

The fact that trading volume is still in the low millions shows the lack of strong players very clear

[RadixRadient @RadixRadient]

@Adam_XRD @radixdlt It's clearly AI currently. Don't know how short living that is, but at least it dominates this cycle.

expensiv blockspace is not issue anymore. Scaleability is expected from new L1s (although the market seems currently that 5fig TPS is ok 🤷‍♂️)

[RadixRadient @RadixRadient]

@criptopaul Don't think a "hard reset" is a feasible option with this amount of debt in the system. I guess it needs to be more like a gradual way out, where the US will be pretty strong compared to the rest of the world. There are some countries which will get rekt in the process

[RadixRadient @RadixRadient]

@TraderMagus sure, but there are different of thesis out there what matters in the long term. Some more plausible than others. I tend to follow one where rates actually don't matter too much

[RadixRadient @RadixRadient]

@fejau_inc @plur_daddy how does Basel 4 come into play here? Was planned to go live in the EU this month and July for the US as far as I recall. Will that create more demand for Treasuries? I suppose so...

[RadixRadient @RadixRadient]

@dampedspring @fejau_inc and while doing so, bring enough liquidity into markets to not cause refinancing issues

[RadixRadient @RadixRadient]

@plur_daddy @fejau_inc If the FED buys the long end yield is ending up at the FED and not in the private sector. With less cash in the system the value of cash increases

=> inflation goes down
=> risk assets go down

on the other hand all the new debt ends up in the system as well countering the above

[RadixRadient @RadixRadient]

@MacroAlf and we might see more Ether Rocks being sold for ridiculous amounts before the bumpy ride of 2025 ends the crypto rocket explodes in all sorts of colors.

enjoy the fireworks

[RadixRadient @RadixRadient]

@Globalflows not sure what kind of storm you mean

when looking at ISM and global money supply which will most likely keep increasing the storm will take risk assets higher.

it'll drop them a bit later though... end of 2025? ... 2026? ... we will see

[RadixRadient @RadixRadient]

@MichaelAArouet is a rising GDP really a great achievement when the debt levels are rising even more?

... asking for a friend

[Surge @surge_trade]

Holding $SUI and waiting for the bull to charge? Earn 170%+ in the meantime by hedging with a short on https://t.co/Df9umaeDZt - Powered by #Radix

1. Hold SUI
2. Deposit any collateral to https://t.co/Df9umaeDZt
3. Open a short to earn 170%+ APY

[RadixRadient @RadixRadient]

@Globalflows 2025 will again be a whole year. I guess H1 will be totally different from H2, don't you think?

[RadixRadient @RadixRadient]

@criptopaul Would be great for the US, rest of the world would probably get rekt

[RadixRadient @RadixRadient]

@ces921 will that be an issue in the next few years?
If not... there's plenty of time to figure that out. Until then the house of cards can grow