Matt Swartz retweeted
A debt crisis always starts in the most vulnerable places. That's what's happening now. Look at how France's 10-year yield has decoupled above the global rise in yields this year. This is causing contagion to Italy, where yields are also rising sharply... robinjbrooks.substack.com/p/…
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MESSAGE TO COMMUNITY BANKS: watch what the big banks are doing, not what they're saying. Last week at the Philly Fed conf, the big banks' lobbyist revealed the big banks are actively trying to SLOW DOWN payments, not speed them up. And then this gets announced by a big bank...
JUST IN: @Citi group partners with @Coinbase to help its large corporate clients accept stablecoin payments from customers, per the WSJ.
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Matt Swartz retweeted
After 17 years, bitcoin is still widely misunderstood. We partnered with @atlanticrethink to make a short film for the curious ft. @natbrunell, @NSmolenski, and our CEO @josephkelly. Not the crypto story. The bitcoin story. The New Rules of Bitcoin, out today cc @TheAtlantic.
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Matt Swartz retweeted
RUN YOUR BIZ ON OPENCLAW | BITCOIN ATM BAN | MSTR POST-EARNINGS x.com/i/broadcasts/1MKgNgEeW…
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Can’t wait to hear what @halstonvalencia brings at @MWBTCSummit 🚀
Speaker Announcement: Halston Valencia Halston Valencia is Capital Markets Lead at Bitcoin Well and Co-Founder at BOLT. She is also an expert commentator on bitcoin treasury companies, and the bitcoin ecosystem bridging the story of sound money to the masses. MBS 2026 | September 23-24 | Greater Columbus Convention Center | Columbus, OH Tickets at midwestbtc.com | #MBS2026 #Bitcoin #Lightning
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Matt Swartz retweeted
Intelligence Map coming soon @StayBolted 👀
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The American middle class was built on the mortgage. Borrow at 3%. 30 years. Fixed rate. Invest in your business with the money not spent on your house for a 5% down payment. All while your mortgage eroded to inflation. As long as your profit > the cost of your mortgage, you built wealth. But mortgage laws changed after 2008. After 2008, you need a huge down payment or high W2 income to get the same mortgage. The loan didn’t change, but the ecosystem did. We priced out the middle class American from wealth building. But now? Mortgage laws are changing. Starting with bitcoin acceptance. Next comes Fannie and Freddie going public. This is how we rebuild America. From the middle class out. Powered by bitcoin.
BREAKING: 🇺🇸 $4 TRILLION mortgage lender Fannie Mae to accept Bitcoin as collateral on home loans for the first time — WSJ
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Matt Swartz retweeted
BUILDING AN AUTONOMOUS BUSINESS | POLSIA | OPENCLAW | JERSEY CITY BITCOIN x.com/i/broadcasts/1rGmqoDVl…
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Matt Swartz retweeted
Big congrats to @halstonvalencia and her crew at @StayBolted on the progress they've been making with their media platform focused on Bitcoin and macroeconomics. Love their dashboards that provide timely news, insights, and real time data on Bitcoin, macroeconomics, and geopolitics. There's also a really cool feature called Capital Bridge where you can run scenario analysis and modeling around STRC and other Bitcoin-backed preferred securities. If you haven't yet, check out their website and subscribe to their newsletter to keep up with the latest in Bitcoin and economic news. Links in the comments below. Cheers!
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Matt Swartz retweeted
Trump is NOT escalating this into a major ground war. Let me spell this out with crayons. I’m a US Merchant Marine Captain, O6 (not O3) equivalent. We are a tiny forgotten service with one MF overarching specialty: moving escalatory armies overseas. It’s true a general like McChrystal has far more knowledge about what to do AFTER his tanks roll off our ships. But BEFORE those tanks roll off? They are OUR cargo. We are the specialists. We climb all around those tanks. We secure them, move them, deliver them. Our Commandant, who I talk to every single week, is in charge of that lift. Not whatever general is waiting on the pier. Right now we are in the BEFORE stage. I absolutely 💯 know more about this than any general because I have spent decades training and living the life for THIS MOMENT. When generals want to move escalatory army divisions overseas, they call us. We don’t specialize in every branch. Naval, Air Force, USMC, Special Forces movements have their own lift pipelines. We can help, but that’s not our core mission. But if you want to escalate a war with heavy ground forces? I get a call. The Air Force has already called us to move more bombs into theater. So yes, the air campaign can escalate. But there are ZERO plans to escalate this into a large scale ground invasion. ZERO. This cannot be done by airlift. The USAF can’t even get their own bombs overseas right now, let alone divisions of army units. And if I do get the call, it will be months before we are landing tanks.​​​​​​​​​​​​​​​​ So I repeat… this CAN NOT turn into a major war without my phone ringing. You can send Marines and air assault units without tanks to do raids but a major landing force like McChrystal is talking about just is not happening. Not yet. Not for months, if ever. And when it does happen I will tell you because you can’t move Army divisions in secret. Not since the Army, in a moment of idiocy, sold off its Merchant Marine preposition fleet last year.
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Matt Swartz retweeted
People are selling gold because of a liquidity crisis not because inflation is going to go down
BREAKING: Gold has officially entered a bear market, now down -22% from its record high.
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Our printers will run hot. Credit creation is a must to achieve our strategic goals of re-shoring industries. The kicker: the rest of the world’s will run even hotter. Why? Dollars will flow freely inside the US, but get REALLY scarce outside it. US dollar liquidity is the true lynchpin in the global economy. When dollars get expensive, things start to break. This show is just starting🍿
We are going to run it so hot into midterms. Don’t let panicans (poors) convince you otherwise. This is also a bad time to be short US vs ROW. Risk parity is broken for now. Geopol risk is underpriced. Govt intervention will go up not down. Navigate accordingly. 🫡
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How does the United States re-industrialize? Public Credit. - Government-backed loans for key projects - Price floors for critical materials and minerals - Equity stakes in strategically important companies This is the playbook for the next phase of the domestic economy.
NEW EPISODE • Did Trump Just Revive Hamilton's Economic Playbook? Everyone's debating tariffs. Almost nobody is talking about the other tool: public credit. Trump is reviving the American System to win the minerals war. youtube.com/watch?v=IqNHdC9U…
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The era of bitcoin as collateral is upon us.
JPMorgan Activates BTC & ETH As Institutional Collateral zerohedge.com/crypto/jpmorga…
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Matt Swartz retweeted
For idiots calling for Treasury market collapse, have fun celebrating the fact Treasury yields are all the way up to.... ....equilibrium levels for the past three years. Choose your idiots wisely!
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Successful businesses of the future will have: - Cash flow positive operations - Bitcoin on the balance sheet - The cohort of Gen Z that refuse to lose Awesome to see of what @halstonvalencia’s done and doing over at @bitcoinwell 🚀
The most interesting bitcoin companies right now sit at the intersection of two things: a real operating business and a bitcoin treasury strategy. That's exactly what @bitcoinwell is. 2025 numbers: - $132.9 M in revenue - Online Bitcoin Portal growing 60%+ YoY - 150+ ATMs across Canada - 69 BTC on the balance sheet A business that's growing. A treasury that's accumulating. This is what the future of bitcoin treasury companies looks like. I'm excited to step into a new role as Capital Markets Lead, building the story around that and bringing the right capital to the table. We're just getting started. $BTCW $BCNWF
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Matt Swartz retweeted
Today's volatility source, among several other war news headlines around ballistic missiles.
BREAKING: Qatar says that its Ras Laffan industrial city, home to a massive LNG plan, was hit by Iranian missiles. "Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused." Note the wording: "extensive damage"
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Matt Swartz retweeted
Trump says Putin wants peace and Zelenskyy is the obstacle. Russia's Foreign Ministry names Britain as the saboteur. Two great powers pointing at the same enemy is not a coincidence — it's the sound of the imperial chessboard being flipped over.
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