Institutional-grade speculation by @dankrupk https://xitter.cf/t.co/lFrpF1Fwnb

YouTube
Joined April 2026
Connection Capital retweeted
The institutional crypto stack, staking, custody, prime brokerage, ETPs, is fully built. Some wealth managers and private banks still are not using it, and that means their clients are the ones missing out. To address that, NFK Media hosts a live roundtable on how the institutional crypto infrastructure stack serves professional and UHNW clients in 2026. Expert panel: - @anna_petrenkoo, CBDO at @everstake_pool - Oliver Yates, CEO at @Aplo - @Andre_Dragosch, Director and Head of Research at @Bitwise_Europe - Antonio Sundas, @CryptoFinanceAG Moderated by me, Founder of NFK Media. Date: 1 Sept, 15:30 to 17:00 CET. Link to join below. riverside.com/webinar/direct…
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Connection Capital retweeted
In this episode, I sit down with @dankrupk, Macro Analyst and Speculator at @Connectioncapit, to break down: - How crypto's price discovery gets manipulated - Why influencers are the new exit liquidity - Unpopular opinions on Bitcoin, @HyperliquidX, @Strategy, and TradFi giants - Why GENIUS Act is a coordinated effort & more Timestamps: 00:00 Highlights 00:41 Introduction 04:20 Insiders 06:42 Price Discovery as a Coordinated Illusion 08:17 Manipulated Early Stage Projects 10:23 Influencers are the New Exit Liquidity 13:10 World Liberty Financial 15:40 Strategy & Infinite Money Glitch 18:00 What If Strategy’s Flywheel Breaks? 21:07 What If BTC Nukes (but stays ofc)? 26:10 Will Strategy Nuke BTC Harder? 27:38 Kelp DAO Hack Was an Insider Job 32:48 Was BTC Created by the CIA? 36:02 Nasib Fathi & NFK Podcast 36:31 Interdependency in DeFi 37:53 Crypto’s Identity Crisis 41:44 Hyperliquid as a Centralized Point of Systemic Risk 46:32 CME Futures Aren’t What You Think They Are 49:20 Censorship-resistance Thesis of BTC & Tether 52:52 Evolution of BTC’s Narrative-driven Journey 57:35 Failed (?) Digital Gold Thesis 01:01:13 Mastercard’s Crypto Stack 01:02:32 Visa, Mastercard, Stripe, JP Morgan, Standard Chartered 01:05:00 GENIUS Act as a Coordinated Effort 01:09:32 Liquidity Migration Toward Onchain Markets 01:11:11 Private Credit & New Financial Crisis 01:18:22 Closing Remarks 01:18:52 Ending All links are below.
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Connection Capital retweeted
Replying to @N1kolaR
Higher tends to push the currency higher than it otherwise would be. Bonds down, rates up, dollar up, U.S. equities up, gold up. That’s been the prediction for many years now
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Connection Capital retweeted
The Securitize team rings the @NYSE Closing Bell. That's how you Tokenize the World.
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Connection Capital retweeted
Today I published my macro magnum opus: The Global Demographic Cycle. Link in bio (my personal Substack)
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Connection Capital retweeted
Hormuz is still very closed
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