In other words, US stablecoins imbalance, generalization of debt will be on our daily agenda while I will still keep dreaming about that one day I can pay my bills with Satoshi at the supermarket. Not sure if i am cynical here or still full of idealism
01.11.2025 20:30 — 👍 0 🔁 0 💬 0 📌 0
who dont want to have their parents leave during their first Kindergarten days, the ECB is pushing a CBDC which might go live in 5yrs costing billions of euros - with a „big brother is watching you coin“
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
that gives me heartburn and crypto endorphin at the same time. And make no mistake, bank tradfi systems are so shitty, tokenization is just a matter of time. And while we in Germany still hangon to our combustion engines like children
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
Now, why am I writing this: while we as crypto people party on re stablecoin adaption which hopefully drives crypto mass adoption we have been waiting for for so long, it comes at a price of generalization of US debt onto overseas shoulders at a magnitude
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
ts clear what will further happen. More devaluation of debt, more debt in itself (because they cant live without the debt pill anymore) higher monetary supply and so on and on. And btw there is 38 Trillion US government debt outstanding. If you add private and bank debt, its probably 2x.
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
wrote a paper in which he suggests US treasury bond holders should pay a fee to hold their bonds. Yes, pay a fee. Once Powell‘s tenure in May 26 expires, (who lowered interest rates today without any knowledge of labor stats since Trump wont publish data on time anymore) i
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
Not 100% sure about transparency of reserves but Tether is already 17th largest holder of US treasury bills). Moreover, the $ is already on its devaluation spree ( since start of year $ vs € has lost 14% already!) and the chap called Miran that Trump instantiated as Fed Governor
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
Esp, given the dominance of USDT which is strong in Asia, Latam, MEA, this kind of makes sense. If you think this through: this means that stablecoins (with asymptotic 700m eurostablecoins) is primarily a generalization of US public debt among overseas investors.
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
While US treasury bills are bought ~30% by foreign investors, afaik there is no public data what the geographic sources of onramp to US$ stablecoins are. My guess is its reverse: ~70% of stablecoins in circulation if not more originate from fiat currencies outside of the US.
01.11.2025 20:30 — 👍 0 🔁 0 💬 1 📌 0
In a way yesterdays‘ market crash was a good stress test for coins which are based on pure speculation. Tariffs, arbitrary and clueless geopolitical leadership will continue to cause disruptions further. There is a reason why #Buffet sold equity & holds $300b in cash
12.10.2025 07:10 — 👍 1 🔁 0 💬 0 📌 0
#tariffs
01.09.2025 16:27 — 👍 0 🔁 0 💬 0 📌 0
everyone! As a speaker, I’m especially looking forward to connecting with the community and growing my network.
🎟️ Save 25% with the discount code SPEAKER25. Tickets are available on the TUM Blockchain Conference website #tumblockchainconference #web3 #blockchain #tumblockchain
29.08.2025 13:53 — 👍 1 🔁 0 💬 0 📌 0
It brings together the next generation of builders and thinkers in Web3 in a non-profit setting where technology and open discourse take center stage.
📚 With 5 tracks: Education, Research, Ecosystem, Applications, and Regulation, this conference offers a learning experience for
29.08.2025 13:53 — 👍 0 🔁 0 💬 1 📌 0
I’m excited to announce that I’ll be speaking at this year’s TUM Blockchain Conference, hosted by the
@TUM Blockchain Club!
📍 The event takes place on September 11–12 at the House of Communication in Munich 🥨
29.08.2025 13:53 — 👍 0 🔁 0 💬 1 📌 0
While the crypto industry is partying Stablecoin adoption, firing this Fed Reserve governor points at the loss of central bank independence towards interest rate slips & inflation
27.08.2025 11:59 — 👍 0 🔁 0 💬 0 📌 0
since i do not trust IT, i asked it to provide sources that i could check. Here is an interesting overview of crypto ownership among socio-demographic clusters
11.08.2025 15:43 — 👍 0 🔁 0 💬 0 📌 0
Some price push thanks to an investment by Animoca of #coolcats #NFTs #NFTCollectors
09.08.2025 12:44 — 👍 0 🔁 0 💬 0 📌 0
One of my key finding as an investor in Web3 is: There are more teams that want to build a project than a real company. Those are different things despite commonalities. #Web3 #Invest
04.08.2025 09:59 — 👍 0 🔁 0 💬 0 📌 0
Flow to Flaws: Vibe Coding
Vibe coding is great, but it comes with security risks and backend scalability concerns
Flow to Flaws: Vibe Coding
Vibe coding is great, but it comes with security risks and backend scalability concerns www.konvoy.vc/newsletters/...
29.07.2025 09:04 — 👍 0 🔁 0 💬 0 📌 0
Ingeniously Using Psychology To Psych-Out AI To Do What You Want It To Do www.forbes.com/sites/lancee... via
@forbes
28.07.2025 12:19 — 👍 0 🔁 0 💬 0 📌 0
A lot of the products that are exported to the US by the EU are non-fungible, hard to substitute -> tariffs are bad for global trade & for the buyers economy. Don't party on the 15%. lets not forget why this is done: To finance high-income individuals' & corporate tax deductions
28.07.2025 12:07 — 👍 0 🔁 0 💬 0 📌 0
