Jason - macro / offshore / investing @MacroJason
I invest in crypto (from 2019) & emerging market real estate (10+ units). I also help HNWI access superior opportunities abroad, focusing on the CEE region. flagventures.com 👉 Joined March 2012-
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Being overly obedient to the state is indeed a post WW2 PRC cultural flaw. But in the military - you want 'mindless subservient slaves' over whatever this is.
Just pick your preferred lottery ticket (gold, stocks, bitcoin, RE) and don't sit on cash
Just pick your preferred lottery ticket (gold, stocks, bitcoin, RE) and don't sit on cash
Poland's 3rd rate cut this year resulted in its currency strengthening against both USD and EUR: $USDPLN -0.43% $EURPLN -0.14% Likely because it still has the highest real rates and growth relative to regional peers. Cuts may further stimulate growth.
Poland's 3rd rate cut this year resulted in its currency strengthening against both USD and EUR: $USDPLN -0.43% $EURPLN -0.14% Likely because it still has the highest real rates and growth relative to regional peers. Cuts may further stimulate growth.
Reminder: China does not disclose its up to date / current gold holdings. These are estimated values likely by the world gold council.
Reminder: China does not disclose its up to date / current gold holdings. These are estimated values likely by the world gold council.
Uncanny coincidence but also find it hard to believe that the political regime would risk their credibility over a not very important local election, when they have other tools at their disposal (lawfare, censorship, media narratives, gerrymandering etc).
Uncanny coincidence but also find it hard to believe that the political regime would risk their credibility over a not very important local election, when they have other tools at their disposal (lawfare, censorship, media narratives, gerrymandering etc).
Hedge fund guys are so much more fun to spend time with than tech guys. Rigorous, irreverent & don’t have their heads up their own asses
True - BTC as it stands is leveraged risk on. It trades inverse to gold. If there is a sovereign debt crisis - BTC may increase in nominal terms (relative to devalued fiat) but will not keep up with gold. Though near zero chance of any G7 countries defaulting in the next…
True - BTC as it stands is leveraged risk on. It trades inverse to gold. If there is a sovereign debt crisis - BTC may increase in nominal terms (relative to devalued fiat) but will not keep up with gold. Though near zero chance of any G7 countries defaulting in the next…
The Daily Degen - Tuesday, September 2nd, 2025 Measures, Silver, Exploits, Perps, Macro, Videos, + New Projects! Mentioned Tickers: $ENA, $ETH, $BTC, $HYPE, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): -…
True though Chinese P/E is at 11. US P/E is at 26. Priced in vs not priced in.
True though Chinese P/E is at 11. US P/E is at 26. Priced in vs not priced in.
You can't feed your population or win wars off NVDA market cap
You can't feed your population or win wars off NVDA market cap https://t.co/v5yXcn5JSz
If you are a 0% CGT tax resident, the best way to borrow against your BTC is 4% on USDC / EURC on AAVE (then off ramp USDC / EURC to fiat). You retain custody (unlike Strike). You do have to convert BTC to cbBTC for AAVE and are exposed to smart contract risks (though AAVE has…
If you are a 0% CGT tax resident, the best way to borrow against your BTC is 4% on USDC / EURC on AAVE (then off ramp USDC / EURC to fiat). You retain custody (unlike Strike). You do have to convert BTC to cbBTC for AAVE and are exposed to smart contract risks (though AAVE has…
UK 10Y bond yield is now higher than all EUR CEE countries (Bulgaria, Croatia, Slovenia, Slovakia, Baltics etc). It's also higher than non EUR CEE countries such as Czechia and just slightly lower than Serbia and Poland's.
UK 10Y bond yield is now higher than all EUR CEE countries (Bulgaria, Croatia, Slovenia, Slovakia, Baltics etc). It's also higher than non EUR CEE countries such as Czechia and just slightly lower than Serbia and Poland's.
Boomer real estate grifters > elderly millennial crypto bros
Boomer real estate grifters > elderly millennial crypto bros https://t.co/AUoaxSUbH7
‘Researchers at MIT found that users of the generative AI chatbot have the lowest brain engagement and ‘consistently underperformed at neural, linguistic and behavioural levels’ Letting ChatGPT think for you = allow your brain to be programmed by a Redditor 💀
‘Researchers at MIT found that users of the generative AI chatbot have the lowest brain engagement and ‘consistently underperformed at neural, linguistic and behavioural levels’ Letting ChatGPT think for you = allow your brain to be programmed by a Redditor 💀
Many visualise de-dollarization as other central banks actively selling off USD. But it can also just be USD gradually losing value over Gold and other fiat.
Many visualise de-dollarization as other central banks actively selling off USD. But it can also just be USD gradually losing value over Gold and other fiat.
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