Roberto Rios (Peruvian Bull)'s avatar
Roberto Rios (Peruvian Bull)
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A Roman Bull Head from 147 AD. finance & monetary economics. Link in bio for all my work
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peruvian_bull 7 months ago
I’m going public. After years of posting online, I’m done with the anon lifestyle. My name is Roberto Rios. I’ve studied macro for 8 years obsessively now, and I’m embarking on the next stage of growth. Big things coming ⚡️ In the meantime here’s me at the Grand Canyon. image
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peruvian_bull 7 months ago
Spoke yesterday at the Bitcoin Conference with @Iancarroll and @Ben Wehrman GameStop and Bitcoin is a powerful combination 🔥 image
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peruvian_bull 7 months ago
NGL the bitcoin conference is getting more degenerate by the day
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peruvian_bull 7 months ago
GM NOSTR! On the way to the airport, headed to the Bitcoin conference! image
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peruvian_bull 7 months ago
“ subject appears retarded, highly autistic, and overly obsessed with a global fiat collapse culminating in hyper bitcoinization. He rarely leaves his house and is constantly mumbling to himself that bitcoin solves everything and it has no top because fiat has no bottom. Subject has not showered in weeks and reeks of pizza and beer. No discernible family or friends apart from some people he calls “plebs” on some weird platform called Nostr. He doesn’t appear to be a threat to US financial hegemony but let’s keep an eye on him just in case” 😂😂😂 View quoted note →
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peruvian_bull 7 months ago
Bitcoin is transitioning from a risk on asset to a risk off asset, and then just an asset Meaning it will go up whether there is a crisis or not; whether Bond yields go up or down; and whether stocks go up or down. This is because the biggest certainty in global macro is fiat debasement ⚡️ View quoted note →
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peruvian_bull 7 months ago
Watch out for scammers like this guy who are telling you that you can 10X your money with just a couple hundred bucks on a trading platform doing bitcoin mining The scammers think that you don’t understand, bitcoin or mining and think that they can take your money from you Screw off! Mute him: @colin crypto image
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peruvian_bull 7 months ago
Especially long bonds. Now consider how many commercial banks, pension funds and private hedge funds have gotten destroyed in their levered long bond trade. This is why the monetary authorities have been hard at work behind the scenes doing stealth QE in order to inject liquidity View quoted note →
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peruvian_bull 7 months ago
The reason why Trump can’t start a trade war without causing a major financial crisis is the same reason why Biden and others won’t eliminate swift. The structure of the current global monetary system is such that the US has to become a net exporter of dollars in order to create enough global liquidity for trade , but as a result, all these dollar surpluses build up in other countries that produce goods that are shipped to the US These countries want to earn a yield on their dollar holdings so they reinvest the dollars back into US equities and US treasuries, which drives up stock price prices in the US and suppresses yields, which allows for more government borrowing. Anytime you stop this process you immediately cause equities to sell off and bond yields to spike, which results in lower tax receipts from capital gains and higher interest expense. The US cannot unwind global reserve currency status without disastrous consequences image
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peruvian_bull 7 months ago
Something I’ve been thinking about lately. Parents are getting older. Friends are getting married. Old coworkers leaving town and moving on with their lives. Time is ticking. And death waits for no man. Don’t waste your life. View quoted note →
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peruvian_bull 7 months ago
Well, I will say this.. GameStop is a much more volatile and chaotic stock than even micro strategy is Literally legions of hedge funds coordinated to drive the stock into the dirt . There are many players who stand to lose a lot of money if GameStop soars and so that is why main media and the financial establishment in general have been so adamantly against this company That being said, it’s clear that their ability to manipulate has a limit and the steady increase in stock price in the last two months after them announcing a bitcoin buy shows that there’s enough fundamental support for the strategy to push another potential squeeze higher So if youre a Bitcoiner you are interested in getting exposure to another treasury company, I would start to build a GameStop position, but do so with caution View quoted note →