R A Y ᵍᵐ
@raygm_eth
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Student of emerging technologies and markets 🇦🇺 🏡 🇭🇰 by design
Australia
Joined September 2021
So heart breaking. Thank you Charlie being light and salt on this earth.
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Today the White House is releasing its comprehensive report on digital assets, providing long-awaited regulatory clarity for innovators in a cutting-edge industry. President Trump is delivering on his promise to make the U.S. the crypto capital of the planet.
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Our dealmaker-in-chief never stops working — and winning!
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Peter Thiel just bought a 9.1% stake in Bitmine Immersion Technologies (Tom Lee's ETH treasury vehicle). ETH is going so much higher than you can even imagine.
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👀Another day, another Ethereum Treasury Strategy $Game https://t.co/Pouu36eoyi
finance.yahoo.com
By Daniella Parra GameSquare Holdings (NASDAQ: GAME) said it’s launching a crypto-focused treasury strategy backed by a strategic alliance with Dialectic, aiming to generate on-chain yields of 8–14%...
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BREAKING: President Trump posts a statement on his “Big Beautiful Bill” passing:
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Almost nobody is asking how tokenization promised by $HOOD could offer you exposure to @SpaceX & @OpenAI. Most, including myself, assumed it is some magical innovation. @RealVision @RaoulGMI would love to hear your take on this
Robinhood $HOOD just created a synthetic CDO of SpaceX & ChatGPT... They don't own shares... they will never own shares. A CDO of a CDO 😉🤫
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Love this take by @SECGov 👇
JUST IN: 🇺🇸 SEC Chair Paul Atkins says "tokenization is an innovation" and the agency is committed to advancing it.
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Whatever. Keep the EV/solar incentive cuts in the bill, even though no oil & gas subsidies are touched (very unfair!!), but ditch the MOUNTAIN of DISGUSTING PORK in the bill. In the entire history of civilization, there has never been legislation that both big and beautiful.
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$CRCL: First stablecoin on NYSE analysis 1. Circle is a leveraged "uninsured money market fund": Profits are dependent on US T-bill spreads. IPO priced at $27-28/share, with ARK and BlackRock interested in investing 10%, said to be over 25x oversubscribed. 2. Two major cost
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US 10 years treasury is heading 5% This could be due to Japan is selling off US treasuries to defends the Yen. What will save the US bond markets? Perhaps a multi-nation joined effort for currency debasements? So many risks and opportunities in 2025. What are you bullish on?
What just happened? At 1:00 PM ET, the S&P 500 fell nearly -80 points in 30 minutes without any major "news." What actually happened was a weak 20Y Bond Auction which sent US Treasury Yields soaring. Investors MUST watch yields here. Let us explain. (a thread)
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Congratulations to the entire Ethereum community on the successful launch of the Pectra upgrade! 🦅 Pectra is a major step forward in scaling, security, and user experience for Ethereum. This update lays critical groundwork for the future of decentralized finance, and reinforces
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Hong Kong intervenes in the currency markets first time in 5 years and bought $6 billion worth of USD @RaoulGMI @AndreasSteno @RealVision 🍌
bloomberg.com
Hong Kong intervened to defend its peg, buying a record amount of US dollars after the city’s currency rose to the upper end of its trading band.
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“90-day pause on tariffs for ALL countries except for China” was fake news. How could legacy media get it so wrong? Who benefited from it?
What just happened? At 10:10 AM ET, rumors emerged that the White House was considering a "90-day tariff pause." At 10:15 AM ET, CNBC reported that Trump is considering a 90-day pause on tariffs for ALL countries except for China. By 10:18 AM ET, the S&P 500 had added over +$3
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After 3+ years of compounding inflation: 2025 is the year when President Trump, Fed Chair Powell, and Treasury Secretary Bessent all came to the same conclusion. A recession is the only remaining way for inflation AND rates to fall.
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