J.Paul Meyer

Big Markets Guy
structured products
ex @goldmansachs @harvard

[Treasury Secretary Scott Bessent @SecScottBessent]

Another day, another Econ 101 lesson for Professor Warren.

Her “Trumpflation” tracker conveniently ignores the Bidenflation tidal wave that crushed American families, cherry-picks wage growth by refusing to acknowledge positive real wage gains since President Trump came into office, and swaps official medical-care CPI data for premium projections when it suits her narrative.

The Harvard Square inflationista is offering a statistical sleight of hand, not a serious assessment of today’s U.S. economy.

Here is the full picture, including an apples-to-apples comparison of President Trump’s real economic results measured against the failed policies Senator Warren championed under Biden.

[J.Paul Meyer @RiseoftheJAPES]

@WatcherGuru Who decides who is a researcher or not… how is he not r&d

[J.Paul Meyer @RiseoftheJAPES]

@lsukernik Complete wrong mindset - agree

[J.Paul Meyer @RiseoftheJAPES]

@joeysantoro Right mindset

[J.Paul Meyer @RiseoftheJAPES]

@lzminsky Yep this is me

[J.Paul Meyer @RiseoftheJAPES]

@kevinxu because the treasuries are being debased and you can buy structured products that are market-linked and pay much more

[J.Paul Meyer @RiseoftheJAPES]

@alexfmac 90% of the asset class is ngmi

[J.Paul Meyer @RiseoftheJAPES]

@MTSlive I asked it for this about a year ago

[Watcher.Guru @WatcherGuru]

🇺🇸 US dollar has lost 97% of its purchasing power since the Federal Reserve was created.

A $3 item in 1913 would cost $100 today.

[J.Paul Meyer @RiseoftheJAPES]

@rexsalisbury Grow the pie - abundance mindset

[J.Paul Meyer @RiseoftheJAPES]

@joeysantoro NVDA has some of the best public equity buyback dynamics, cashflow, and incomprehensible demand. This is the thesis against Bitcoin Ethereum etc. Any dollar not in one of these buyback and cashflow machines has opportunity cost to NVDA and hypergrowth startups like Replit rn

[J.Paul Meyer @RiseoftheJAPES]

@TheOneandOmsy Congrats - excited for what’s next!

[J.Paul Meyer @RiseoftheJAPES]

@big_duca Just stop using lawyers and use legalzoom

[J.Paul Meyer @RiseoftheJAPES]

@joeysantoro Lol - someone just needs to go on a genghis khan style tear

[J.Paul Meyer @RiseoftheJAPES]

@jpren Means you can raise money legally with crypto now but nobody but me seems to care about securities law in this industry so…

[J.Paul Meyer @RiseoftheJAPES]

Wow - groundbreaking stuff

SEC proposes “Reg Crypto Assets”

Two exemptions from registration:

Raise $5m in 4mo pd w/ disclosures
Raise $75m in 12mo pd w/ disclosures, financials, and reporting

Historic - who's building this?

[J.Paul Meyer @RiseoftheJAPES]

@jay_drainjr Yep it’s always been about cashflows and buybacks - wrapper doesn’t change that.

The fundamental theorem of asset pricing is discounted expected value of future cashflows

[J.Paul Meyer @RiseoftheJAPES]

@BoringBiz_ 8

[J.Paul Meyer @RiseoftheJAPES]

It means you can legally launch $5m of a token as long as you write some disclosures. Can raise $75m if you report financials

[J.Paul Meyer @RiseoftheJAPES]

@shaguncrypto except rent goes up 8% a year