Marco Ciminato (@marco_cim) 's Twitter Profile
Marco Ciminato

@marco_cim

Traded my TradFi tie for a Defi hoody.
I tweet about Finance, Global Macro, Crypto, Politics
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ID: 1513821657168760833

calendar_today12-04-2022 10:09:50

1,1K Tweet

165 Followers

456 Following

Naval (@naval) 's Twitter Profile Photo

“Artists” calling for censorship don’t know what art is. “Scientists” citing consensus don’t know what science is. “Teachers” indoctrinating students don’t know what teaching is. “Journalists” parroting propaganda don’t know what reporting is. Programming us all day long.

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

So BTC is bullish because miners spend $76K to mine 1 bitcoin while price is $61K and they collectively hold 58K units while being overleveraged. Cool narrative.

banteg (@bantg) 's Twitter Profile Photo

telegram founder arrested in france and held responsible for other people using his messenger doing crimes. we have another tornado cash case on our hands. safe harbor laws don’t apply anymore? eu holding a ceo as hostage instead of going for actual criminals.

Juan Branco ✊ (@anatolium) 's Twitter Profile Photo

Emmanuel Macron doit s'expliquer sur l'affaire Pavel Durov. Comment peut-on octroyer, à titre exceptionnel et sur instruction directe de l'Elysée, en 2021, un passeport français à un étranger du fait de services émérites rendus à la nation ; Et, en 2024, faire poursuivre cette

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

I called the top on #bitcoin on March 14th. We're now in a nasty bear market that will lead us around 28K next year. Retail and most miners will capitulate. Stay safe. $BTC

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

To my crypto friends, you are going to have a last exit window. My akita inu quant said 62,500 $BTC and 2850 $ETH (after today's dump ofc). Max industry cleansing after that, so bad money allocation. Let's build something useful. #bitcoin

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

I think I can candidly say I was wrong about the "exit window" 😂 Skin in the game. That said, I am still convinced the end of the cycle is near, and a major cleansing needs to occur. MSTR & mining companies hyper dilution frenzy are the warning signs.

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

Most people in France form a view on a man they have never listened to directly just because he's labelled a "-ist" by a bunch of journalists they declare not trusting. Fascinating. #Elon

Luke Gromen (@lukegromen) 's Twitter Profile Photo

IMO a sort of "reverse Cantillon Effect" appears to be taking place in western social democracies, whereby those closest to the legacy centers of power & money creation are often the last to understand what is happening in economic, trade, foreign, & domestic policy, etc.

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

My intuition of the day: Excess of consensus kill the alignment of incentives that make all human systems and eventually trigger their collapse.

Marco Ciminato (@marco_cim) 's Twitter Profile Photo

France is trapped in a negative feedback loop where political, economic, and intellectual perverse incentives feed into each other, spiraling the country downwards.