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Stern Drew

@SternDrewCrypto

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Crypto Investor | Not Financial Advice

Joined February 2024
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@SternDrewCrypto
Stern Drew
2 days
🚨 SEC Chairman Paul Atkins has declared the Ripple lawsuit chapter ā€œfinally closedā€ā€¦ ending nearly 5 years of regulatory warfare. The same SEC that tried to cripple XRP is now pivoting to ā€œclear crypto regulations.ā€. Let’s decode why this changes everything šŸ‘‡
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@SternDrewCrypto
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10/🧵.šŸ“¢ If you want to stay ahead of the news before it hits mainstream, follow my deep-dive research and institutional intel drops:
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@SternDrewCrypto
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9/🧵.šŸ” Final Decode.They fought Ripple for years. They failed. Now the same regulators who dragged XRP through court will draft the rules Ripple already meets. This isn’t the end of the story, it’s the beginning of XRP’s official role in the new financial system.
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8/🧵.⚔ Ripple’s Quiet Positioning.With the legal cloud gone, expect:.•Ripple’s U.S. banking license push to accelerate.•Expansion of RippleNet corridors tied to USD liquidity.•Tokenized asset pilots running natively on XRPL.
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7/🧵.šŸ’„ The Shift in SEC Strategy.Alongside Atkins, Commissioner Hester Peirce has signaled a move away from ā€œregulation by enforcementā€ toward actual rule-making. Translation: XRP isn’t the target anymore. it’s the blueprint for compliance.
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6/🧵.šŸ‡ŗšŸ‡ø Why This Is a Strategic Win for the U.S. Keeping Ripple’s tech and team on American soil gives the U.S. a home-grown settlement weapon against BRICS, the e-CNY, and IMF-driven CBDCs. This isn’t just crypto adoption, it’s monetary defense infrastructure.
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5/🧵.šŸ“Š What Happens Next: Probability Model.•72% chance XRP volume doubles in 12 months as U.S. corridors light up.•65% probability of integration into 3+ CBDC pilots within 18 months.•80% likelihood of Tier-1 banks announcing direct XRP settlements by Q3 2026.
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@SternDrewCrypto
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4/🧵.The Ripple lawsuit wasn’t just regulation… it was suppression. For 1,044 days:.•Retail was flooded with FUD.•Institutions quietly tested Ripple tech.•Liquidity corridors were built in silence.The case bought the elites time to position themselves.
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3/🧵.šŸ’£ Why This Is a Bombshell for XRP.•Removes the single biggest barrier to U.S. institutional adoption.•Locks in Judge Torres’ precedent: XRP is not a security when traded on public exchanges.•Opens the floodgates for Ripple’s U.S. banking and corridor expansion.
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2/🧵.šŸ“œ The Statement That Ended the Fight.Paul Atkins confirmed the Ripple case is done… no appeals, no hidden moves left. He says the SEC can now focus on building innovation-friendly frameworks instead of dragging crypto leaders through endless litigation. This is a legal.
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@SternDrewCrypto
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🚨🤯 BREAKING: President Trump says he met with Intel’s CEO and he is going to ā€œbring suggestionsā€ to Trump during the next week. Is Intel up next for a company-specific ā€œtrade deal?ā€.
@SternDrewCrypto
Stern Drew
3 days
🚨 Did Trump Just Pull Off the Biggest Corporate Hostage Negotiation in History?. Apple. NVIDIA. AMD. Intel. Tariffs not just on countries but now on America’s own giants. The Genius Move That Could Reshape America’s future šŸ§µšŸ‘‡
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@SternDrewCrypto
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[11/11] Follow @SternDrewCrypto for clear, fact-driven insights and deep research on the strategies reshaping global trade, finance, and America’s economic future. All shared openly, with no paywalls or charges.
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@SternDrewCrypto
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10/ Tariffs are no longer just a border tax. They’re a toolkit paired with export licenses and public pressure to bend the world’s richest companies toward U.S. jobs, cash flows, and strategic control. That’s how you move corporate giants, without passing a single new law.
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9/ Call it a ā€œcorporate hostage negotiationā€ if you want. The outcome is measurable: $600B Apple capex pledges, 15% chip rev-share deals, and public CEO pressure. The scoreboard reads America First, with numbers attached.
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8/ The ā€œHostageā€ Part. •Apple: U.S. tariffs threaten offshore assembly → Apple greenlights record domestic capex to secure certainty. •NVIDIA/AMD: Export bans freeze China sales → revenue-share tithe restores access, but on America-First terms. •Intel: CEO pressure
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7/ Isn’t Tariffs Borne by US Consumers?. Yes, tariffs can raise costs for U.S. consumers but Trump’s play is different. By making tariffs so ridiculously high, Trump is striking deals with countries and at the same time forcing countries to shift domestic and boost US jobs and
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6/ Trump and Tariffs = šŸ‡ŗšŸ‡ø First?. Trump isn’t just taxing imports, he’s weaponizing tariffs as leverage. From foreign nations to U.S. giants like Apple, NVIDIA & AMD, tariffs force jobs, capital & tech back to America. Its economic pressure turned into national advantage.
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@SternDrewCrypto
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5/ The Numbers That Bite!. A 15% levy on NVIDIA’s hypothetical $10B China AI-chip run-rate = $1.5B straight to the U.S. (before COGS). For AMD, a $4B China run-rate would imply $600M. The policy turns foreign revenue into domestic fiscal ammo. (Back-of-envelope based on
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@SternDrewCrypto
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4/ Intel Corp. $INTC Next. Intel got the message another way. Trump publicly demanded Intel CEO Lip-Bu Tan to resign as ā€œhighly conflictedā€ over alleged China ties. Intel fell ~3% that day. Public shaming + policy levers = boardroom pressure to realign with U.S. priorities.
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@SternDrewCrypto
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3/ Why That’s Huge?. China is material to both firms. Reuters tallies recent periods where China delivered ~$17B (ā‰ˆ13%) for NVIDIA and ~$6.2B (ā‰ˆ24%) for AMD. A 15% skim off the top is a structural tax on globalized margins.
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