Ivan Labrie
@ivan_labrie
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Time@Mode analysis via Discord đź’ą| TradingView chartist | Called each cycle top and bottom in #BTC since 2015 in real time.
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Joined March 2014
PM's a year+ ago were good debasement diversifiers. That narrative is long past. If you are bidding PM's up here on 'debasement' please look at our yield curve. If PM's are right that curve is very wrong. Know what you are trading, it isn't fundamental.
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Why do we do math in school? When I asked this question as a kid, my teachers always told me, "You'll use it one day." That's almost always false. Most adults are never going to be in a sticky situation with two binomials, thinking, thank goodness I can FOIL my way out of this
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Learn how to read $VIX and $SKEW together to truly understand what is going on. Seek out @TradingView and Tim West’s publications
Market Sentiment is Not Market Reality. See how the VIX Index helps you discern investing feelings from facts. Download the new whitepaper now.
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Higher standards imho = cutting out ALOT of sub-optimal charts and learning to really sit on the fence in unfavorable environments. Performance can be elevated by trading clean, executing less, and waiting more—but it’s difficult unless you accept that excitement in the market
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Inference is projected to be the main driver of this growth, with global demand rising at a 35% CAGR from barely 21 GW to more than 93GW by the end of the decade. $NVDA $AMD $AVGO
AI training and inference demand is expected to more than triple by 2030, rising from 44GW in 2025 to more than 155GW by 2030. $NVDA $AMD $AVGO
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Introducing HPL, the token of HyperLend, the native credit protocol built for the Hyperliquid ecosystem. Token details follow. HPL is not live yet.
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If the U.S. wants to lead in the next financial and technological era, regulation must be a competitive advantage not a constraint. I agree with @brian_armstrong that regulatory clarity is essential, but how that clarity is designed will determine whether innovation stays
After reviewing the Senate Banking draft text over the last 48hrs, Coinbase unfortunately can’t support the bill as written. There are too many issues, including: - A defacto ban on tokenized equities - DeFi prohibitions, giving the government unlimited access to your financial
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20M+ Raised in the Space Public Sale. Wallet address for transparency: 8jUYBJafHPmBbPWpVHv5mfYmpF3Pwsq6QcXyK7ZYhFto Following community requests, participants now have the option to change their receiving wallets for receiving allocations and refunds over the next 4 days on
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X rewards users for posting...so yeah, $KAITO was competing with the house here. They sure as heck speculated on this before announcing too, fuckers. Glass half full: infofi slop will be over.
We are revising our developer API policies: We will no longer allow apps that reward users for posting on X (aka “infofi”). This has led to a tremendous amount of AI slop & reply spam on the platform. We have revoked API access from these apps, so your X experience should
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Bank of America CEO on why stablecoins shouldn't pay interest: (TLDR: consumers shouldn't earn yield so banks can) Quick summary: Interest on stables -> mass deposit flight Fully reserved money -> no fractional leverage Banks lose free funding -> profits go bye bye!
If you're wondering why the banks don't want yield on stablecoins, here's the summary of National Deposit Rates from the FDIC: -> Savings = 0.39%, Checking = 0.07%, MM= 0.58%! -> All while the Treasury Yields are 3.89% (from 12/15) -> That fat spread of 3.82% represents bank
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If you're wondering why the banks don't want yield on stablecoins, here's the summary of National Deposit Rates from the FDIC: -> Savings = 0.39%, Checking = 0.07%, MM= 0.58%! -> All while the Treasury Yields are 3.89% (from 12/15) -> That fat spread of 3.82% represents bank
🚨NEW: Yield update: Banks may have won this round on stablecoin yield. The latest draft (page 189) says companies cannot pay interest just for holding balances. You can earn rewards, but only if they’re tied to opening an account or activity like making transactions, staking,
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