The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

With the integration of @arc , it's now possible to deposit and withdraw $USDC on SwissBorg across 8 networks. You might wonder. How is that a big deal? The future of crypto is multichain. But we know that already. In practice though, from a user experience standpoint, transferring assets across chain is clunky and cumbersome. We're constantly receiving tickets from users who have no clue how to send money from one chain to another. A typical example is sending USDC to their Solana wallet after realising those USDC were sitting on Base. That MUST be abstracted and this is our attempt to it. On the app, you pay your transfer fees directly in USDC. That means you don't need to hold ETH, SOL or whatever. This is why it's a big deal. Today, the app can be used for many things. And not just investing/trading. Here, the app can be used as your onchain version of the @Wise app

GM Borgers, Really liked Cyrus's take on how to manage your portfolio: "Some tokens brings you great trades, but not good investments." But how can you identify the trades from the investments? I'm glad you asked! It used to be time consuming and difficult to distinguish them back a cycle ago. But now, we have LLMs 🤖 Before allocating capital to a token, do the following: 1️⃣ On your favourite LLM, run the following analysis: "I want to find out if token XYZ is a good investment or a good trade. Tell me about: - The narrative/category the token belongs to (is it trending on X?) - The activity and adoption (Is it real? Any onchain evidence?) - The utility of the token (any buybacks mechanims?) - The tokenomics (Any cliffs? Is the token fully diluted?) - Compare the token with other peers in terms of valuation." The above prompt should help you build a case on some basic fundamentals. The bottom line is to help you distinguish momentum trades from durable investments that are back by product market fit and recurring economic value. 2️⃣ Next step, learn the basis of Technical Analysis. TA is especially great at one thing: to identify good potential entries and exits. It also helps you understand broad price movements. RSI, Moving Averages and Fibonacci retracements are the 3 indicators I would first learn to master. It will genuinely help you (it sure did for me!) LLMs are amazing at teaching you how to use them. You don't need to buy online courses. as well to learn how to reach a chart. Good luck!

GM Borgers, When you see so many double digits gains in 24h, you know we're in a bull market! Your investment journey in crypto will become a lot clearer if you identify the right narratives of the ongoing cycle: 1️⃣ AI and Privacy are to me the 2 themes to really pay attention to this cycle. ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 for instance has sky rocketed this past weeks (+100%). Watch for retracement and accumulation zone at this point. zcash:native is probably going higher but I'm currently waiting for a retracement as well. bittensor:native is an obvious token to look at. It started pumping shortly after ZAMA. It's still in a range so even if it's go down on the short-term, I'd still DCA into it. 2️⃣ DeFi. I'm still on the fence with it because of the explosion of hacks. For now, I'm not touching solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS or ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 although I do own some ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 It will probably moon but right now, I find the risks outweigh the rewards. 3️⃣ Launchpads can produce a lot of gains and I prefer to own the casino than putting into memecoins. This narrative tend to very short-lived and I think we'll see multiple "mini cycles" within a broader bull run. I'd look for rotation between the ecosystems solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn , solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx and robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 . So far, Pump pumped first, followed by pons and now stonk. I wouldn't be surprised if we get another rotation in this order. I've recently sold my STONK. I have some PONS and PUMP left. All of the above are not "convictions" hold in my portfolio like BTC, ETH, SOL or solana:3dQTr7ror2QPKQ3GbBCokJUmjErGg8kTJzdnYjNfvi3Z .

GM Borgers, While many alts are ripping, $PONS is currently back to its 0.618 fib level so to me, given the markets we have in our hands right now, this is an accumulation zone before it goes higher. It's also ranging around its 100 EMA. Notional line is also bullish on the 4 hour candle. All you need to do is wait for a rotation to occur. Probability of higher prices are ahead of us imo (NFA ofc!). Fundamentally, @ponsdotfamily is interesting because most of the volume moving through Robinhood Chain right now runs through their token. PONS is similar to other launchpads on Solana (ie. pump and stonk) and has been the clear frontrunner in the launchpad sector. Following @swissborg integration of RobinHood chain, it only made sense to list it. PONS can now be swapped in one top from 12 fiats and 400+ assets across chains with no bridge, no separate wallet and gas fees.

$IMO is available on the @swissborg app #NFA

$IMO Quick update. We went through the desert. After last year’s x40, we took the bear market like everyone else. Now +50% from the bottom and grinding back up. Next step: work harder, expand the real estate portfolio, keep running buybacks. They’re getting more and more interesting. Bali villa is fully booked. If we hold, the yield is around +12%. Waiting on the market to push marketing so more people actually discover the project. Quietly climbing the market cap ranks and outperforming a lot of crypto.

Merci @swissborg pour cette proposition de valeur que sont les vaults eXpresso 🔥 le risque est présent mais la valeur ajoutée est grande quand tout se déroule selon le plan 💪🏻 A tester avec de petites sommes mais vraiment le shoot journalier d’un eXpresso est présent aha 💚

SwissBorg now supports $USDC deposits on @Arc, live within 24h of launch. Move your USDC straight between Arc Network and SwissBorg, no bridging required. We’re your perfect on and off-ramp: swap from 12 fiats or 400+ crypto assets, all in one tap, from a MiCA-regulated app. More on the network: arc.io

Dear Borger, Cross-chain trading remains tedious even today for the retail investors between bridge finding, liquidity pairs hunting, and hoping in the process you don't get rekt with slippage. You could argue that Phantom and Metamask have mostly abstracted this but the price impact and gas fees are crazy especially across L1s. The SwissBorg Meta-Exchange is the ONLY one among regulated platforms that have successfully made this whole process abstract. And I would like to add an additional topic. DeFi promises total freedom. No permission, no gatekeepers, no rules. But at what cost? Being "permissionless" cuts both ways. Protocoles gets hacked. Wallets gets drained. People have increasingly been targeted over their cold wallet. The point I'm making is that Freedom with zero protection isn't freedom - it's anarchy. And guess what? We're just repeating the mistakes of our forebears. In 1762, Jean-Jacques Rousseau wrote an essay called The Social Contract. Rousseau distinguiches 'natural liberty' (doing whatever you have the power to do, with no one else's consent needed) from 'civil liberty' (freedom under laws we've collectively authored). DeFi is struggling with exactly that. But you can combine the best of both the offchain and onchain worlds. Both are not mutually exclusive. This is what @swissborg successfully designed and what makes it a truly special product. Rousseau would have been a user of the platform.

Season 1 of Clarity Act - despite the efforts of Lumis and Armstrong, it didn't pass. Onto the Season 2 in a few years. Now It's Kevin Warsh's turn to entertain us tonight. Rates are almost certainly going up (I find it crazy that some KOLs are trading no rates hike but well let's see...) The real question is how will $BTC behave. If it trades side-ways, then the hike was priced in (this is the main scenario because Markets are forward looking). But if $BTC dumps again like yesterday, then it means CT have successfully brainwashed enough traders with hopium. Tune in at 8pm CET or 7pm UK time.

The holy grail of crypto adoption isn’t making people learn DeFi. It’s making DeFi invisible. What is still stopping client money from going on-chain? According to @Cyrus_Fazel, the shift is already happening: over 40% of @SwissBorg trades are actively running through multi-chain DEX liquidity under the hood.

Interview de @Cyrus_Fazel , CEO et cofondateur de #Swissborg, est l’invité de «Be to B» «La frontière entre banques et crypto est en train de disparaître» #GuardiansAd piped.video/uPFXjTzG_kM?si=FQXr… via @YouTube

GM Borgers, If the Clarity Act was a drama series, today is the episode finale ! What will the Senate do? Bipartisan vote? Or further delay. See you at 8:00pm CET / 7:00pm UK time to find out!

BTC, HYPE, SOL (or anything else) to $CASHCAT in one tap 🚀 Which anything-to-anything swap are you most excited about? Robinhood Chain from @RobinhoodCrypto just joined the Meta-Exchange with 3 new @Uniswap DEXs, taking us to +45 DEXs across 6 chains. Swap Robinhood Chain tokens straight from 12 fiats, or trade cross-chain and multi-chain. No bridges, no extra wallets, no gas to manage. One App. One Tap. Engineered in Switzerland 🇨🇭 Licensed in Europe 🇪🇺 This is how it works. 👇

I like the sound of most searched-for. 🛡️ $ZEC