Kevin Huynh

Co-Founder & CEO at @XASH and @PiKNiK_US

[Kevin Huynh @xashkev]

@solanapayments @WesternUnion @solana @crossmint Remittances are high-velocity businesses. In other words, the money gets sent from one end, then redeemed on the other end very quickly.

That wouldn't help Western Union with building up a war chest of U.S. treasuries.

[Kevin Huynh @xashkev]

@elonmusk Oh no! Let’s not post things that confuse the president even more about what’s real and what’s made up!

[Kevin Huynh @xashkev]

@lexii_eth @VinnyLingham @xash @SantiagoAuFund Cue everyone looking for yield, for all time eternity.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Kevin Huynh @xashkev]

@APompliano Circle’s margins will shrink when interest rates drop, their multiple compresses, and then Tether steals even more of the stablecoin pie.

[Kevin Huynh @xashkev]

@Pranj_Sometimes @NoLimitGains Are you serious?

China is a slow-moving beast.
Nothing. Then slowly. Then all at once.

Why else do you think they've launched their CBDC which PROVIDES YIELD to the user?

[Kevin Huynh @xashkev]

@NoLimitGains This is literally the reason why I'm building @xash.

Synthetic dollar, backed by physical gold, not U.S. treasuries.

[Kevin Huynh @xashkev]

@Chief_Warren @NoLimitGains Even if this were to continue, these countries are just desperately trying to kiss the ring, lest another tariff hits them.

[Kevin Huynh @xashkev]

You’re right. But also, USD hegemony is a thing. People think in dollars.

This is why I’m building @xash. It’s digital dollars backed 100% by real gold. Whenever USD loses value during this irresponsible government spending era, the value appreciation of our gold reserve is distributed to USDX users.

Let me know what you think, @gnoble79 !

[George Noble @gnoble79]

In May 2025 I went on a show and said "you cannot be bullish enough on gold."

Gold was $3,300.

Today it's knocking on $5,000.

That's 50% in nine months.

The gold miners ETF finished 2025 up 155%. Junior miners up 178%.

But I'm not here to gloat.

I'm here to tell you the thesis hasn't changed. Not one bit.

People keep asking me: "George, when are you turning bearish on gold?"

I'll turn bearish on gold when I can turn bullish on the value of money.

I'll turn bearish on gold when governments start running sensible monetary policy.

I'll turn bearish on gold when the US budget deficit isn't running at nearly 7% of GDP.

Show me any of those things happening right now.

YOU CAN'T

The price of gold isn't going up. The value of money is going down. Gold is just the mirror.

And here's what still gets me excited:

Gold miners are realizing prices near $5,000 an ounce with all-in sustaining costs around $1,600.

That's $3,000+ per ounce in margin.

The earnings surprises coming out of the next few quarters are going to be massive. Major gold stocks are trading at 10x earnings.

Meanwhile, American retail investors still haven't shown up.

ETF holdings are lower than they were years ago.

This entire rally has been driven by central banks and institutions.

When US retail finally arrives, that's when it gets really interesting.

If you look at gold relative to inflation, money supply, or GDP, numbers like $6,000, $8,000, even $10,000 aren't fantasy.

You don't need to believe in a Banana Republic scenario to own gold miners.

You just need to believe the fiscal trajectory of every major government is unsustainable.

[Kevin Huynh @xashkev]

@fintechfrank @GSR_io “More attractive.”

Because they’re a quant. They trade. Volatility is fun. Volatility means money.

This doesn’t mean JPM cares about BTC adoption or price appreciation.

[Kevin Huynh @xashkev]

@maja0G @VinnyLingham @NoLimitGains Does that mean you’ve left the space, or are you still waiting for Satoshi’s vision to come back?

[Kevin Huynh @xashkev]

@JohnDavisJDLLM @CongressmanRaja @grok when did Michelle Obama say this

[Kevin Huynh @xashkev]

@ovquang Such a great TEDx talk. Thanks Quang!

[Kevin Huynh @xashkev]

@Vivek4real_ @MarkYusko, seems like Jamie Dimon realizes there’s also money to be made in “moving” (*cough*) markets, including crypto.

[Kevin Huynh @xashkev]

@cryptomanran BTC reaches below $60K at least one more time before end of February 2026.

[Kevin Huynh @xashkev]

@cryptomanran Should somebody just launch a gold-backed (dollarized) stablecoin then, @cryptomanran 🫢

[Kevin Huynh @xashkev]

@MarkYusko Crazy thought: if JPM is big enough to manipulate silver’s market, who’s to say they can’t do the same to BTC’s market? Silver is several times bigger in market cap.

Maybe they’re behind all this… 🤔

[Kevin Huynh @xashkev]

Not saying that Bitcoin can’t become a reserve asset one day, but Satoshi did explicitly invent it to be digital currency, not a store of value.

However, given that USD hegemony is definitely thriving — and only gold qualifies as a Basel III, Tier 1 central bank reserve asset — why do you still think BTC/gold equivalence will happen in just a decade?

Love your insights, Mark!

[Kevin Huynh @xashkev]

@KyleSamani Musk has Tesla. That’s a massive distribution channel. Existing car and battery customers are generally more affluent — spending power is there. Tie it all together into a lifestyle “OS.”

Would I be down for a unified experience across my Model S, Starlink internet, and X?

Yes.