Drukenmiller 🅰️postle retweeted
Forcing somebody to work for, and price things in, a money that somebody else can print for free will be looked back on as barbaric and predatory 100 years from now
The fact that somebody else can devalue your time and effort without your consent is the biggest violation of human rights that’s still happening today in modern society
Drukenmiller 🅰️postle retweeted
If you’re a macro investor, connect the dots for a second. Markets are pricing in a September hike, yields are surging, and the consensus is completely taking the bait.
Druckenmiller who literally trained both Warsh and Bessent publicly takes a swing at Bessent’s bond market interventions. Bessent plays along, firing right back. Meanwhile, Warsh and Druck wrote this piece calling on the Fed to hold off on hikes in 18.
It’s a masterclass in narrative control imo. Warsh gets styled as the uncompromised hawk to buy the central bank maximum market credibility even though everyone knows the core mandate from Trump is to cut rates.
Trump throws up a bone, gets a deal with Iran. Crude gets crushed-> yields come down, energy drops, and inflation cools. Warsh gets his cover to aggressively cut, equities rip to fresh all time highs, and the Admin claims its "Golden Age."
I mean come on it’s too obvious!!!
Drukenmiller 🅰️postle retweeted
The European retail psyche is a masterclass in financial Stockholm Syndrome.
Over three trillion euros are now trapped in German bank accounts yielding negative real rates.
You have an entire demographic terrified of inflation, yet they voluntarily park their life savings in the exact fiat IOUs guaranteed to confiscate their purchasing power.
They refuse to touch equities because they think risk assets are a rigged casino.
They refuse to buy hard money because their local financial advisor told them it doesn't pay a yield.
So instead, they provide the ultimate zero-cost funding base for a structurally insolvent European banking sector.
Look at the institutional plumbing of this trade.
When a commercial bank absorbs sticky retail deposits at zero percent, they don't just sit on it.
They lever it up and buy sovereign debt to fund the exact government deficits driving the inflation retail is trying to hide from.
It is a perfectly engineered loop of silent wealth extraction.
The banks harvest an infinite net interest margin while the working class watches their savings melt in real time.
The system doesn't even need to force capital controls when the public willfully locks themselves in the pen.
You are an unsecured creditor to a leveraged lender pretending to be a vault.
Physical $GLD is trading north of $4150 and an entire nation is aggressively hoarding bank liabilities. 🏦
Drukenmiller 🅰️postle retweeted
Crazy but it seems they are saying they solved this cooling problem in AI chips.
Exciting stuff if true . First deliveries made #SHT
Drukenmiller 🅰️postle retweeted
Just out on adeia
these rosenblatt chevra going to need to give me a royalty...
Drukenmiller 🅰️postle retweeted
Drukenmiller 🅰️postle retweeted
Securitize and Computershare announced an agreement to support U.S. listed clients in issuing equity securities in tokenized form, enabling a new pathway for issuers to bring their shares onchain.
Drukenmiller 🅰️postle retweeted
* Start war
* Give 5 different reasons for war
* 80% disapproval
* Immediately blow up little girls school surrendering all moral high ground
* Kill leadership which is immediately replaced by more radical leadership
* Declare victory
* Have no contingency plan for closing the straits of Hormuz
* Have no clear victory conditions
* Gas prices skyrocket
* Economy craters
* Service members killed, taxes wasted, bases blown up, no material gain for the American public
* Continue declaring victory
Worst war ever conducted
Drukenmiller 🅰️postle retweeted
These days my #1 investing maxim is "stuff happens." As in: important stuff that you can't predict, genuine unknown unknowns. Often it's bad stuff, but sometime's it's good.
$ASPI: Come for the hoped-for uranium enrichment, stay for the actual helium production.
Good piece on Bloomberg Intelligence and for those with HELIUM exposure.
• Qatar’s shutdown of LNG production has taken about a third of global helium production offline, affecting chipmakers who rely on helium for semiconductor manufacturing.
• Helium has no viable substitute in the chip manufacturing process, and no other source can immediately replace Qatar's supply, with helium containers already filled before the war remaining stranded
• If the disruption persists, helium shortages could force chipmakers to deprioritise lower-margin product lines, reinforcing the existing allocation toward AI memory and deepening an already severe memory shortage
Drukenmiller 🅰️postle retweeted
Jane Street's entire business model is generating fake price directionality through constant, repeated HFT momentum ignition (huge leverage on small positions), and luring retail in. Then it rugs everyone right after it cashes out.
Drukenmiller 🅰️postle retweeted
What is retirement level amount of money these days?
10 years ago I would have said it is $2 million. But watching the way our govt debt is spiraling and having watched gold go from $2,000 to $5,000 …
I question whether even $5 million is enough for retirement. Buying power is a very tenuous concept with the way things are going.
Our governments (Europe, Canada, USA) can’t control spending. They also seem determined to flood our countries with 3rd world migrants going on welfare.
I don’t see how any system remains financially solvent with politicians so intent on driving us over the edge.
Drukenmiller 🅰️postle retweeted
$CEPT ($SECZ)+ WLFI = The RWA Mega-Bridge 🦅🇲🇻
> WLFI just went from a 'DeFi experiment' to an institutional powerhouse. Partnering with $SECZ (the guys who run BlackRock’s on-chain funds) is a massive credibility flex. The 'Trump Pump' is meeting actual institutional utility.
> Securitize is now the only stock where you get exposure to BlackRock, Hamilton Lane, AND the Trump Organization’s real estate empire. It’s the ultimate 'all-roads-lead-to-onchain' play.
> Everyone is talking about the hotel, but the real alpha is the tokenized loan revenue. $SECZ is showing the world how to create 8-10% yield on-chain using private credit for luxury dev. This is the future of the $300T real estate market.
@carlosdomingo 👏🏼
$FIGR $MBAV $GLXY
JUST IN - The Next Generation of RWAs 🦅🇺🇸
We are officially partnering with @Securitize and @dar_global to bring institutional-grade RWA offerings.
(Availability limited to supported jurisdictions)
The first asset on the list? Trump International Hotel & Resort, Maldives. 🇲🇻
Read more: businesswire.com/news/home/2…
@EricTrump @carlosdomingo @ZiadElChaar
RT @TimWarrenTrades: 🚨 BREAKING: BlackRock offers DeFi trading via UniswapX infrastructure and buys undisclosed amount of $UNI
THIS DELAY…
This quoted post is unavailable.
Drukenmiller 🅰️postle retweeted
Fair question on $CEPT, I get this one a lot🔥 — Answer: some big institutions do have internal labs (JPM Kinexys, Goldman GS DAP, etc.), often for specific uses.
But the @Securitize 841% YoY revenue explosion📈 tells a different story: the market is consolidating around neutral, licensed, interoperable tokenization infrastructure — not everyone racing to build their own full stack.
Why most institutions won’t fully internalize:
✅Digital Transfer Agent — Securitize is the SEC-registered books & records keeper. If a bank does this in-house, they eat enormous legal & operational liability on every single transfer. So they avoid the legal risk in "marking your own homework."
✅The license combo is brutal to replicate — Transfer Agent + Broker-Dealer + ATS + EU licensing. Securitize is currently the only player with that full regulated footprint in both US & EU. That took years and massive regulatory capital.
✅Distribution beats closed tech — BlackRock BUIDL, KKR, Hamilton Lane, etc. chose Securitize precisely because it’s an open ecosystem with real secondary trading, not a walled garden. Internal platforms usually can’t easily interoperate with competitors or other funds.
✅Neutrality is the killer feature 🇨🇭 — If Goldman builds the platform, JPM & MS won’t custody or trade on it. Securitize is the “Switzerland” back-office layer everyone can actually use.
🔎Hard proof it’s not commoditization: BlackRock led the $47M round, put their Head of Strategic Ecosystems on the board, and Morgan Stanley took a board seat. These aren’t passive users — they’re helping set the standard.
So yeah — not a race to the bottom. It’s a race to become the regulated standard. 💪
Drukenmiller 🅰️postle retweeted
The only plausible reason I can see for Largo $LGO not publicly announcing/commenting on the US gov contract is that they are waiting fot the DoD to do so first? Trump was meant to announce 11 crit mineral deals this week. Will this be part of it? #vanadium
Drukenmiller 🅰️postle retweeted
Hype doesn't generate @Securitize's 841% revenue growth—results do. 📈
While the market watches the $CEPT SPAC merger move toward the $SECZ ticker, these operators are quietly building the regulated rails for the next generation of capital markets.
Now we just wait until Wall Street finds out… (3/3)
Drukenmiller 🅰️postle retweeted
Davos is basically all the people who have created the problems, denied their existence and then called us names for pointing them out... explaining what the problems are and how we desperately need to fix them.
German Chancellor Merz admits:
Both Germany and Europe have wasted incredible potential for growth in recent years by dragging their feet on reforms and by unnecessarily and excessively curtailing entrepreneurial freedom and personal responsibility.
We must substantially reduce bureaucracy in Europe. The single market was once created to form the most competitive economic area in the world.
Instead, we have become the world champion of overregulation. That has to end.
Drukenmiller 🅰️postle retweeted
$CCCX / $INFQ Infleqtion
Very excited for Infleqtion in 2026 and the De-SPAC. Fascinating technology and a revolutionary step for mankind. Plus no big bullshit quantum chandeliers or competing with $GOOG / $IBM. Now at 226 US government contracts and not a science experiment.
