Christian, Husband, Father, Leader, Producer, Developer, Philosopher, Digital Asset Yield Farmer https://teapawt.net/t.co/1rqfRrZLxi
Joined August 2017
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David retweeted
JUST IN: $XRP ETFs hit record $110,000,000 weekly inflows amid continued institutional demand.
David retweeted
Threatening 1 Trillion in buybacks moved the yield down 3 basis points. We're going to need a bigger boat.
David retweeted
Now it gets really serious on the XRPL.
Institutions are coming on to the XRP Ledger for borrowing and lending amendment with clear commitment. Not a "maybe" or "perhaps". It's happening.
Clearpool provides the infrastructure (Permissioned Vault), Cicada provides the credit expertise (Loan Broker), and Ripple provides the capital (Depositor).
and the borrowers are FinTechs 👀.
Supply capital, earn yield, supply more capital -> Flywheel effect of compounding.
All on XRP using XLS-66 (Lending) and XLS-65 (SAV) features, XRP as native settlement asset across the flow and for fees / reserves.
More usage of the XRP protocol feeds the activity engine. Amazing to see this upcoming and next up is a demo of those flow!
David retweeted
🇺🇸 The US Government is becoming a bigger buyer of its own debt.
Treasury just announced it will at least DOUBLE long-end bond buybacks from $2bn to $4bn per operation.
They call it “liquidity support.”
Translation: the market is demanding higher yields to absorb America’s debt, so Treasury is stepping in as a bigger buyer of its own long-duration liabilities.
This is NOT QE.
Yet.
Treasury can issue at the short end and use the proceeds to buy back debt at the long end.
When your debt is too expensive at the long end, you move the funding shorter.
And when too much debt moves shorter, refinancing risk explodes.
Eventually someone has to provide the liquidity.
Enter the Fed.
This is the FIC (Financial Industrial Complex) at work:
Treasury issues the debt.
Wall Street distributes it.
The banking system finances it.
The Fed provides the liquidity when the system needs it.
Taxpayers service it.
Privatize the gains.
Socialize the losses.
Debase the currency when the debt becomes unpayable in real terms.
You are not witnessing a $4bn story.
You are watching the plumbing of a debt-based monetary system becoming increasingly dependent on intervention to keep functioning.
Watch what happens next if long-end yields keep rising.
That’s when Treasury “liquidity support” starts colliding with Fed monetary policy.
FIC always needs more liquidity.
And you are the product.
A collateralised debt obligation to subside the FIC.
David retweeted
I don't have the numbers in front of me, but I'm pretty sure XRP's use as a bridge in Ripple Payments dwarfs every other asset.
I think stablecoins win for collateral use cases (volatile collateral is annoying) and edge use cases (volatility at the on/off ramps is also annoying). For almost everything else, I still think digital assets work better. Unless you're risk averse, you'd probably prefer to hold most top tier digital assets over cash.
I also think that more use of XRPL for real financial use cases will translate to more utility and value for XRP. XRP has a privileged place on the XRP Ledger and is not as likely to get worked around as, say, ETH has been.
David retweeted
Crypto wasn’t invented for the age we came from.
When Satoshi launched Bitcoin, we thought we were building a hedge against banks. Digital gold, permissionless money for humans who couldn't access banks.
All true. But the humans found it hard. Keys, custody, UX... none of it felt natural.
Turns out we were building the base layer for something else entirely.
Agents don't struggle with keys, and smart contracts are native to machines. Every UX problem we've spent years trying to solve was a problem because the users hadn't arrived yet.
Now they have. The agentic economy needs money that moves at its speed, and crypto is the only system that does.
Had the greatest time sitting down with @ErikVoorhees a few weeks ago to dig into where crypto fits in the agentic world. As ever, please enjoy!
David retweeted
We just surpassed 1,000,000 agentic payments via x402 on the $XRP Ledger. Time to double down.
XRPL AI Hub is a comprehensive new ecosystem platform for builders, users, and enthusiasts.
Welcome to the agentic economy on the XRP Ledger.
xrpl-ai.org
AI activity on XRP Ledger now has a home.
Today, we’re launching the XRPL AI Hub, featuring our ecosystem launch partner @virtuals_io.
A single destination for agents, AI projects, tools, and payment services building on the XRPL.
xrpl-ai.org
David retweeted
We are Live! @Meelo5432 @Diceler55 and @David__DAYF are here to chat it up on the #KooZCast
teapawt.net/i/broadcasts/1nxeLLoeV…
Follow along with us while we review David's Thesis:
-> yieldsim.com/Home/WhyXrp
Shout out again to @calebandbrown for all their support!
#Crypto #Spaces #broadcast #xrpholders ripple:native #yield #Assets #XRPLEDGER
David retweeted
Today, we’re publishing a new XRP Ledger Standard for AMM v2.
New pool curves StableSwap & Concentrated Liquidity increase capital efficiency and stabilize pricing for stablecoins, FX markets, RWAs and beyond on the XRPL DEX.
Details:
github.com/XRPLF/XRPL-Standa…
David retweeted
So here’s the issue you get influencers like this guy have a quarter million followers and they claim they don’t know why it is declining… it’s because they don’t understand basic mechanics of price discovery.
They don’t understand that the marginal buyers or the float determines price they think the onchain bitcoin is that is the price discovery
Well, it was once upon a time but now..
Once you can synthetically manufacture the supply, the asset is no longer scarce and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
This is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
The original premise that no longer exists
Bitcoin’s entire valuation logic was built on finite supply (21M) and inability to be rehypothecated.
That died the moment:
•Cash-settled futures
•Perpetual swaps
•Options
•ETFs
•Prime broker lending
•Wrapped BTC
•Total return swaps
were layered on top of the chain.
From that moment forward:
Bitcoin supply became theoretically infinite.
Not on-chain in price discovery.
The metric that explains the collapse
Synthetic Float Ratio (SFR)
Once you can synthetically manufacture the supply, the asset is no longer scarce — and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
That is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
Why Wall Street can now “trade against” Bitcoin
They do exactly what they’ve done in every commodity market:
1.Create unlimited paper BTC
2.Short into rallies
3.Force liquidations
4.Cover lower
5.Repeat
They are not “betting” — they are manufacturing inventory.
The same 1 BTC can now support:
•An ETF unit
•A futures contract
•A perpetual swap
•An options delta
•A broker loan
•A structured note
All at once.
That is six claims on one coin.
That is not a market.
That is a fractional reserve price system.
David retweeted
This is how XRP was used as a bridge asset in the last 24h.
477 auto-bridging events occurred.
EUROP / RLUSD - 124 events (most active)
RLUSD / BBRL ( Braza Bank Brazilian Real Stablecoin) - 67 events
USDC / RLUSD - 46 events
Interestingly, RLUSD appears in majority if auto-bridging event. Clearly the most actively traded currency against other currencies where XRP gets used as the bridge.
> Total of ~15,000 XRP was used to provide liquidity for better exchange rates.
> 92% of all trades are Token/XRP pairs
> 8% of all trades are Token/Token pairs
out of all Token/Token trades, 0.8% were auto-bridged.
For the BBRL events, those amounts were small trades but still enough to trigger auto bridging. The XRPL DEX is so efficient that you can trade tiny amounts without friction.
XRP loves tokenization - long tail of assets.
David retweeted
"One of the painful signs of years of dumbed-down education is how many people are unable to make a coherent argument. They can vent their emotions, question other people's motives, make bold assertions, repeat slogans—anything except reason."
— Thomas Sowell
David retweeted
THEY TOLD YOU ALTSEASON IS DEAD
They are asking the wrong question.
The crypto market you knew no longer exists.
In 2025, it quietly split into two completely separate games. Different rules. Different players. Different winners.
And almost no one noticed.
GAME ONE: INSTITUTIONAL CRYPTO
Bitcoin. Ethereum. ETF assets. Quarterly cycles. Pension funds and advisors setting prices. Volatility crushed from 84% to 43%. Time horizon: months.
GAME TWO: ATTENTION CRYPTO
37 million tokens. 36,000 new ones launching daily. 98.6% collapse below $1,000 liquidity. 75% dead within 24 hours. Survival rate: 1.4%. Time horizon: hours.
Here is what should terrify you:
Major altcoin/BTC ratios have returned to December 2020 levels.
Five years of building. Partnerships. Ecosystems. Narratives.
Zero progress against Bitcoin.
The transparency paradox destroyed everything. When every wallet, every transaction, every accumulation is visible instantly, information edge vanishes. Only speed remains. Milliseconds, not conviction. Algorithms, not analysis.
Capital no longer rotates from Bitcoin to alts.
It flows directly to whichever game the mandate specifies.
Traditional altseason probability: 10 to 15 percent.
Not because speculation died.
Because the unified market that altseason required has been structurally dismantled.
Your only choices now:
Play Institutional Crypto with patience and macro awareness.
Or play Attention Crypto with speed and infrastructure.
The middle ground, holding altcoins on thesis for months, is now the worst possible strategy.
You are not early to altseason.
You are waiting for a market structure that no longer exists.
Full thesis below.
open.substack.com/pub/shanak…
David retweeted
XRP Yield & Loans @calebandbrown (Partner) @jimmy_bazz
David retweeted
‘The absence of evidence is not evidence of absence’
As you venture on your journey of learning and research, be mindful of a very important concept in statistics and market research.
There are critics who will claim that a hypothesis is not true, simply because they have not found the data to support the thesis.
This would never be accepted in the research industry. You cannot conclude that a thesis is unproven simply because you didn’t find or collect the data that would prove the point.
All that would mean is you have not found the data. It does not prove the supporting data does not exist or cannot exist.
This matters. When people claim a conspiracy theory has been ‘discredited’ or ‘debunked’ they fail to explain how such a difficult practice was accomplished.
Snopes is an example of an entity that fails miserably at this.
In research it is far easier to find evidence to support a hypothesis than the opposite (evidence that supports its lack of existence).
This also comes up with critics of Ripple and XRP. To state that the use cases many of us discuss don’t exist because you haven’t found the evidence is poor research methodology at best, dishonest at worst.
And I have zero interest in proving my beliefs to anyone. If you don’t agree, I don’t really care. The exception would be if I knew you personally and believed your intentions were honorable. But that is rarely the case with online trolls.
David retweeted
RAGE
The Left just blew all their trust.
Normies see a nice guy doing a simple debate, not a political speech, not leading a rally or a riot, getting gunned down in 4k.
Then they see a bunch of people, even their friends, cheer and clap and dance. They ask why.
"Well, you see, he was evil!" they cry gleefully, eyes feral.
The normie just stares a the screen. A clean cut guy with a microphone is bleeding out horrifically. It reminds them of the scared young blonde they saw bleeding out on the subway just a few days ago. A question forms.
"What did he do that made him evil?" they ask.
"He SAID things!" they scream back, a bit of spittle flying from their mouths.
"So you are happy they murdered him....for talking?"
"YESSSS!!!! You get it now!" claps their kids teacher, their pilot, or their doctor.
The normie is horrified. Someone they trust their kids to, their health to, or their safety is acting like a foaming, raging lunatic who wants people dead because they said something they didn't like.
Do you realize how this comes across?