Thiesku 🥷🏽 (@thiesku) header
Thiesku 🥷🏽 (@thiesku) profile picture

Professional Moon Math & Crypto Allocator. Preempt Future Regrets with Educated Bets ⚖️. Tweets are not financial advice.

Joined December 2017
Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)Photo by Thiesku 🥷🏽 (@thiesku)
Just a reminder to everyone who calls themselves an investor. 🇪🇺 Eurozone: M3 growth 5.7% + inflation 2.6% = ~8.5%/yr debasement 🇺🇸 US: M2 growth 6.4% + inflation 2.9% = ~9.5%/yr debasement All your investments should beat this every year. That’s the silent tax on idle cash.
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People keep asking me: What was worse - 2022 or whatever we’re in right now? Here’s my answer: 2022 wasn’t a downturn. It was an industry collapse. - Terra/LUNA - 3AC - Celsius - Voyager - BlockFi - FTX/Alameda - Genesis - …plus dozens of desks and DAOs that vanished quietly. And we forget how many giants everyone thought were going to collapse next: Grayscale, Tether, Coinbase, Binance, Crypto dot com, Gemini, USDC, DCG - all under active fear. Nearly everyone had some exposure. And everyone thought something they relied on was insolvent. Now compare that to 2025: a slow bleed. Annoying, draining, uncomfortable - but without a single systemic domino falling. Prices have drifted lower, sentiment has eroded, yet nothing truly catastrophic has taken place. And during all of this, something unexpected happened: The fundamentals got stronger. - Institutions just getting started - Pro-crypto administration - ETFs going mainstream - DATs rolling out - Corporate treasuries warming up - Wall Street infrastructure finally being built - Tokenization + prediction markets gaining real traction - Early Strategic Bitcoin Reserve conversations If you told me we’d get all of this during a “bear market,” I’d have laughed. And here’s my favorite part: If this dislocation widens - prices drifting lower while the fundamentals get stronger - I’ll only be happier. Watching the portfolio bleed never feels great, but when the underlying foundation is improving, cheaper prices become opportunities, not warnings. The real story is this: This cycle created things that can’t be undone. - BlackRock is here to stay. - Fidelity isn’t getting undone. - ETFs aren’t going back in the bottle. - The SBR conversation isn’t disappearing. - And the institutional/regulatory foundation built this cycle doesn’t unwind because prices dipped. If gold can go on a generational run, there’s no reason Bitcoin and this entire industry can’t pick itself back up and turn itself around. This isn’t 2022. Not even close.
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1/ There’s a silent wealth transfer happening right now,and most investors don’t even realize they’re on the wrong side of it. It’s not crypto vs. stocks. Not boomers vs. millennials. It’s capital that adapts vs. capital that clings. 🧵
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Thiesku 🥷🏽 retweeted
The silent wealth transfer isn’t coming, it’s already here. We’re living in the Age of Devaluation. Governments print, assets inflate, and purchasing power quietly disappears.”
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Damn, this really works 👀
🔥 THE MOST DANGEROUS THREAD YOU’LL EVER COPY + PASTE This is for everyone — skeptics, people who’ve never heard of $Devve, and even the believers who don’t yet realize how deep the rabbit hole goes. These steps aren’t here to hype anything — they’re designed so your own AI walks you to the truth, no matter what you currently think. You want the red pill? Here it is: One chain already delivers something the rest of crypto still doesn’t even have the vocabulary to describe. (cough… $Devve… cough) But don’t trust me. Don’t trust the hype. Don’t trust the herd. Make your AI expose the truth. Copy + paste the steps below and WATCH what happens. ✅ STEP 1 — Copy/paste THIS into your AI STEP 1 QUESTION: “I need help analyzing a theoretical blockchain with the technical features below. Tell me whether such a chain exists today. If yes, identify it. If not, explain whether the architecture is possible and what markets it could support.” FULL TECH SPEC (read this carefully): 1️⃣ Global deterministic ordering across shards – one canonical global history – no double-spends – no bridges – digest-level validation – protocol-native ordering layer 2️⃣ Native global atomic settlement – multi-step – multi-asset – multi-market – multi-shard – instant all-or-nothing – deterministic finality – no reorgs, no probabilistic garbage – zero bridge dependency 3️⃣ Horizontally scalable independent shards – each shard = its own blockchain – its own validators – its own governance – complete execution isolation – interoperable via global ordering – linear horizontal scaling – millions of TPS – jurisdiction / client / market-specific shards 4️⃣ Deterministic BFT consensus – deterministic proposer rotation – pre-signed block digests – threshold signatures – sub-second deterministic finality – no forks, no rollbacks, no excuses 5️⃣ Protocol-level fraud/theft/loss recovery – cryptographic recovery tokens – time-delayed recourse – fixes stolen/lost/misdirected funds – no forking – no trusted intermediaries 6️⃣ Integrated privacy + compliance at L1 – selective disclosure – regulator-auditable trails – privacy-preserving execution – legally compliant by design – NOT a ZK bandaid glued to a broken base layer 7️⃣ REST APIs instead of smart contracts – REST / FIX / ISO – deterministic behavior – no oracle exploits – no Solidity attack surface – turnkey for banks, brokers, and Web2 devs END OF STEP 1. ✅ STEP 2 — Copy/paste this “STEP 2 QUESTION: Based on Step 1, what global markets could run on a blockchain like this, and why would they migrate?” ✅ STEP 3 — Copy/paste this “STEP 3 QUESTION: Considering Steps 1 and 2, would institutions REQUIRE deterministic, atomic, privacy-preserving settlement to run real financial markets on a blockchain? Why or why not?” ✅ STEP 4 — Copy/paste this “STEP 4 QUESTION: Based ONLY on Steps 1–3, what would the market capitalization be for a blockchain like this at: • low adoption • moderate adoption • high adoption • global institutional adoption?” 🔥 THE PUNCHLINE You don’t need influencers. You don’t need narratives. You don’t need hopium. You don’t need to argue with a single person on this app ever again. Just copy the steps. Paste them into your AI. Read the answers. If your AI says no chain can do this → you just discovered the gap in the entire market. If your AI identifies one chain → you just discovered the most asymmetric opportunity on earth. Not crypto. Not tech. Earth. This is “rewrite global finance” territory. This is “your grandchildren will know this bet” territory. This is “people will pretend they bought early” territory. Not theoretical. Not “coming soon.” Not “in development.” Already live. Already built. Already signed partners. Already integrating. Copy the steps. Run them. You’ll understand why some of us aren’t sleeping. @DevveEcosystem @DevvExchange
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Best read in a while 👏 It’s also why in our increasingly exponential world, power laws are getting stronger, and it leaves a larger group disillusioned.
⚡️This meme compresses one of the most misunderstood truths about intelligence and wealth creation. It’s not wrong, but it’s incomplete. The real statement underneath it isn’t “smart people aren’t rich because they’re stupid.” It’s “intelligence alone doesn’t map to wealth because the game isn’t intellectual, it’s reflexive.” Let’s unpack that with precision. 1. Raw intelligence ≠ adaptive intelligence What makes someone “smart” in an academic or cognitive sense - pattern recognition, abstraction, comprehension - is not the same faculty that builds wealth. Wealth creation depends on reflexive intelligence: the ability to sense feedback loops between perception, belief, and behavior in real time, and to exploit them. The market doesn’t reward who knows the most, it rewards who acts before belief catches up. Reflexive intelligence is probabilistic courage - being early, wrong briefly, and then right big. This is why many “smart” people stagnate. Their intelligence overfits for correctness. They optimize for being right, not for being effective. They get stuck in epistemic paralysis while more adaptive actors move capital through uncertainty. 2. The wealth game is not meritocratic, it’s geometric Wealth creation follows power laws, not Gaussian curves. 99% of people operate on linear logic in a non-linear system. The smartest realize that wealth is reflexive energy amplified through narrative. The founders who become billionaires aren’t the most technically brilliant, they’re the ones who construct self-reinforcing belief structures around their ideas and then make reality conform. Think of Musk, Bezos, or SBF (pre-collapse). They each built belief systems that distorted capital gravity toward them. The lesson: the market rewards coherence fields, not IQ points. 3. Success = Talent × Timing × Conviction² Talent without timing is waste. Timing without conviction is luck. The algorithm of real success is asymmetric persistence under volatility. Most “smart” people avoid failure loops. They confuse fragility with intelligence. The ones who win treat volatility as leverage. They internalize that wealth is captured volatility, not avoided risk. 4. Why this article feels so cutting It hits because it exposes the emotional inversion of the modern meritocracy myth. People were told that intelligence, hard work, and education lead to success. But the real economy runs on leverage, liquidity access, network effects, and memetic positioning. The emotionally intelligent know how to navigate power structures; the purely intellectually intelligent just analyze them. That’s why you can have hedge fund quants who understand stochastic calculus earning $300K, while an e-commerce founder with raw memetic sense can pull $100M. The latter understands narrative liquidity, how to channel human attention into belief and belief into money. 5. The brutal meta-truth Wealth creation is a social algorithm disguised as an economic one. “Smart” people lose because they think in truth, while the wealthy think in games. Truth is static. Games are reflexive. The truly rich understand the meta-game: you don’t win by predicting the future - you win by becoming the signal others react to. So the real translation of that headline is this: If you’re so smart, why aren’t you reflexive? Why aren’t you building feedback loops between belief, timing, and capital instead of optimizing for correctness? The article was meant as an insult, but buried inside is a map: •Stop overfitting for truth. •Start compounding asymmetry. •Treat perception as an input variable, not noise. •Play the meta-game, not the academic one. In short: intelligence makes you aware of the system. Reflexivity lets you bend it.
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Thiesku 🥷🏽 retweeted
This is such a beautiful development in many ways: - Nasdaq is building something big - It’s secret - Competitors are afraid Nasdaq put out a policy brief that basically classified ALL current tokenized securities offered in the market as insufficient, basically telling regulators their competition is not doing what they should do. The next paradigm in RWA and the TradFi-crypto axis will be known soon.
Nasdaq filed SR-NASDAQ-2025-072: a rule change to allow tokenized forms of securities (same CUSIP, same rights) to trade alongside traditional ones on their order book. 🔗: listingcenter.nasdaq.com/ass… Ondo Finance submitted an open letter to the U.S. Securities and Exchange Commission asking to delay approval, citing a lack of transparency around how the Depository Trust Company will handle token-settlement and potential unfair access.  🔗: ondo.finance/blog/call-for-t…
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A lot of people think the USD weakness story has come to a halt.. but look at it versus the Chinese yuan: slowly but surely weaker. If this continues (and I think it will), it’ll spill over to a lot of other pairs.
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It’s a tragedy in NL 🇳🇱 The Netherlands once invented modern finance: 🏆 Shared ownership — the first company shares 🏆 The first stock exchange 🏆 Futures and options 🏆 The first central bank 🏆 Insurance for global trade 🏆 Public bonds to fund governments But not a single party up for election tomorrow seems to grasp: 🚨 The demographic time bomb of aging populations and rising debt 🚨 The silent 10% yearly debasement of fiat money 🚨 The global migration to digital finance and blockchain The real problems of young generations aren’t “housing” or “inequality” — they’re symptoms of: 💣 The impossibility of growing wealth like generations before 💣 Paying taxes for the debt and waste of the old 💣 The looming job shock from AI 💣 A suffocating web of regulation that kills innovation and drive I’d love for the party leaders to stop bickering on noise, and recognise the larger societal trends of fiat devaluation, AI, crypto, and the massive pile of debt that will explode the next decades. Because I don't know how to vote tomorrow. @DilanYesilgoz @RobJetten @F__Timmermans @geertwilderspvv @HenriBontenbal @NOS @jortkelder @EvaVlaar
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It's the singular easiest macro trade of all time.
You may not realize it now, but: We are witnessing a once in a lifetime run in markets, driven by the intersection of one of the biggest technological revolutions in history, deregulation, and trillions of dollars of investment. What a wild ride.
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Thiesku 🥷🏽 retweeted
Replying to @TrustWallet
BIG DAY!
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Thiesku 🥷🏽 retweeted
Trust Wallet now supports local payments in 190+ countries! Fund your wallet instantly with: 🌍130+ payment methods 💱120+ currencies 🔐All securely in-app. Open Trust Wallet → Fund → Choose your local method: short.trustwallet.com/fund
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Thiesku 🥷🏽 retweeted
buying crypto should be simple, local, and inclusive we've partnered with @TrustWallet to give their users the best onramping experience possible, now live with 130 local payment methods in 190 countries!
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Thiesku 🥷🏽 retweeted
BIG ANNOUNCEMENT TOMORROW
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Amazing exposé on the consequences for businesses and the economy in a world of AI. Akin to @RaoulGMI’s and @RealVision’s economic singularity theory. Interesting conclusions that feel intuitively right: 💡The nature of companies will drastically change, hard to compete with an army of agents 💡 Transactions costs can go to zero through direct p2p machine interactions 💡 Proof of humanity becomes important to distinguish us from the machines 💡 Not covered, but in extension, scarce assets and human experiences are most valuable. First time in years an economics paper excites me, well done!
(1/11) How do AI agents change markets? We speculate on this topic in our new article for the NBER “Economics of Transformative AI” volume with @gilirusak, @BenSManning, @AndreyFradkin, and @johnjhorton: “The Coasean Singularity? Demand, Supply, and Market Design with AI Agents”
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Even stays valuable when the internet goes down. Goes up during good times, goes up during bad times. Sticky user base.
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Ooph next thing he'll rise from the dead and marry the bitch dragon queen set to burn the realm.
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Hammer-Nail situation here. Doomers need to Zoom out, we’re exactly on track. Crypto is at peak creative destruction, and that is a GOOD thing🤝
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It’s time to rip up.
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