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BasedToschi

@basedtoschi

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3 Followers


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BasedToschi
@basedtoschi
GLUE IS HERE! https://x.com/basedtoschi/status/1936717264415318025?s=46
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BasedToschi
@basedtoschi
What if there was a floor price based on real revenue, not just vibes? Glue is coming The casino era might actually be ending. ๐ŸŸข3/3๐Ÿ‘‡ https://x.com/glue_fi/status/1934674457416585572
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BasedToschi
@basedtoschi
Here's the sick part: protocols generating millions in daily fees while their tokens dump. VCs exit perfectly timed while true believers hold bags. We built a system where a dog picture outperforms actual infrastructure. ๐ŸŸข2/3๐Ÿ‘‡
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BasedToschi
@basedtoschi
Remember when crypto was supposed to be about building the future of finance? Now walk into any Discord and it's just "wen moon" and "dev do something" DEXes process more volume than stock exchanges but their tokens are like penny stocks. Something broke along the way. ๐ŸŸข1/3๐Ÿ‘‡
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BasedToschi
@basedtoschi
https://x.com/glue_fi/status/1934674457416585572
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BasedToschi
@basedtoschi
In this article, I unveil the Triforce - Tether - MicroStrategy - Cantor Fitzgerald that has transformed BTC into a Ponzi and with Trumpโ€™s GENIUS act, itโ€™ll not pop at the cost of US sovereignty of the USD. https://open.substack.com/pub/basedtoschi/p/why-money-goes-up-the-triforce-that?r=2y7zbz&utm_medium=ios
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BasedToschi
@basedtoschi
Iโ€™m the only one who feels that after the pandemic weโ€™re constantly under emergencies? Do you remember back in 2019 when politics were boring, innovation was booming, few grifters online, and we were more into a globalized society? Iโ€™m missing that world!
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BasedToschi
@basedtoschi
If this happens, I hope not, literally hope not, the problem is not as Trump put his man in the FED, this precedent broke the US Constitution and the credibility of the dollar is literally dead. This is far way bigger than the tariffs issue.
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BasedToschi
@basedtoschi
For the first time in my entire existence, I'm starting to be bullish for EU countries ๐Ÿ‡ช๐Ÿ‡บ and startups.
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BasedToschi
@basedtoschi
When this collapses, winners are already determined: Saylor, early institutional investors (Pantera, ARK, Renaissance etc..), and Delta traders who profit ~30%/Y from volatility. Retail investors? Not so much. 3/3 - Read the full story ๐Ÿ‘‡ https://basedtoschi.substack.com/p/inside-microstrategys-bitcoin-pyramid
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BasedToschi
@basedtoschi
The MSTR pyramid scheme needs at least $1.95B in fresh capital yearly just to pay early investors with new investors and avoid collapse. For this to work, Bitcoin must reach $9.3 TRILLION market cap by 2030, 9% of GLOBAL WEALTH. If regulators donโ€™t stop it earlier! 2/3 ๐Ÿ‘‡
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BasedToschi
@basedtoschi
Microstrategy's $12B Bitcoin strategy isn't visionary - it's a mathematical pyramid scheme. Early investors profit as new debt ($7.5B in 2024 alone) funds previous obligations. ๐Ÿ‘‡ here ๐Ÿ‘‡ https://basedtoschi.substack.com/p/inside-microstrategys-bitcoin-pyramid 1/3๐Ÿ‘‡
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BasedToschi
@basedtoschi
Itโ€™s true, thanks to Solana, Trump and Michael Sailor, weโ€™re entering the Golden Age of Crypto and Innovation ๐Ÿ‘‡ https://basedtoschi.substack.com/p/i-have-to-admit-were-entering-the
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BasedToschi
@basedtoschi
Not so far ago Peter Thiel sad โ€œYou should never bet against Elonโ€ ๐Ÿค” How do you think this take is aging?
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BasedToschi
@basedtoschi
Crime is legal, now law looks more like a philosophy. What people don't get is that if this trend don't be fixed, capitalism is dying... We have this new weird capitalism in which you're disincentivized to create actual value, and incentivized to grift. https://www.youtube.com/watch?v=xUBCX7AV5PY
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BasedToschi
@basedtoschi
Can someone enlighten me! xAI raised ~$12.4B. Now xAI acquires X in an all-stock transaction, valuing both companies at $80 billion. xAI acquired X; the dealโ€™s $45 billion price tag includes $12 billion in debt. Is there anyone who sees something strange here? Remember that xAI is not an established company, has a pumped AI valuation, with ~$100M revenues, as an add on to X premium, burning billions on infra. Immagine if a startup after raising $12B is buying another company for $45B. Everything is fine lol
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BasedToschi
@basedtoschi
You know that most of the modern financial scams are because people arbitrage from Securities and Commodities law? ๐Ÿ‘‡ https://open.substack.com/pub/basedtoschi/p/what-about-merge-securities-and-commodities?r=2y7zbz&utm_medium
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BasedToschi
@basedtoschi
What about merge Securities and Commodities law in the digital age? ๐Ÿ‘‡ https://x.com/basedtoschi/status/1902279117682377122?s=46
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BasedToschi
@basedtoschi
๐Ÿ’ช
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BasedToschi
@basedtoschi
https://x.com/glue_fi/status/1883606769475150314
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