Crypto investor, multi-venture founder. Sharing strategic insights on capital and crypto. Based in Dubai. #xrp #hbar #qnt #xlm #sui #flr #xno + more

Dubai
Joined July 2023
Crypto markets are reacting positively to the news. Lets just get the US Gov reopened and we are off to the races
BREAKING: Trump announces American citizens will receive a $2,000 “tariff dividend”
I recommend looking into $XNO #Nano @nano Bought yesterday, already 35% up, this feels like the beginning of a breakout 1) instant settlement in less than 1 second 2) zero fees 3) aligned with x402 payment protocol narrative 4) ties up with AI Agents narrative for payments (AI to AI machine payments) Binance cold wallet has 8.7M tokens with no movement for 2 years and its hot wallet has 2.3M tokens with movement in the last 15 minutes Bitvavo cold wallet has 2.2M tokens last movement 2 days ago KuCoin 2 hot wallets have 3.6M tokens with movements in the last 5 minutes Listed in all major T1 and T2 exchanges NFA. Position accordingly.
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Ignore the noise and fud. Ignore the short term price action. Ripple just secured 500M fresh capital which smells like pre IPO positioning to me, and we now have the Mastercard partnership for RLUSD on credit card settlement I honestly do not think it gets more obvious than this Yes, I still believe we see XRP run into the $15 to ~$25 range in the bullrun, fueled by the ETFs, then a healthy retrace (where most people will exit), and after that the real utility run begins (unless timings overlap and align perfectly, which I don't think its going to be the case). We have never seen utility run at scale happen in this asset class before, there is no real reference model for the upside when real world flows hit chain, both in settlement and in derivatives. The price then? I have really no idea. But I know it will give more multipliers than any other investment I could do. Full conviction. I could be wrong, but personally I rather be wrong while holding a big position in $XRP and ISO20022 ecosystem coins. NFA. The risk/reward look obvious to me.
JUST IN: Ripple partners with Mastercard to introduce $RLUSD credit card settlements on XRP ledger.
A must read post from Raoul Pal, pure signal here
I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS. Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it. This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further. This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too. However... As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands. The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins). Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession).. SLR changes free up more of the banks balance sheets allowing for credit expansion. The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall. The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections. China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate. The ISM will rise as rates fall and tarrif uncertainty drops away. You just need to get through the Window of Pain and The Liquidity Flood lies ahead. Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith. BTFD if you can. td:dr - When this number goes up, all number go up.
Insane move from $ICP while the entire market is panicking, red everywhere, fear at peak, yet $ICP is moving fast ($5.86) I felt $3 was criminally cheap so I loaded a large position on October 12 at $3.07- conviction feels very sweet right now. Lets see what happens with the rest of the portfolio in the coming weeks/months
Luis do Carmo retweeted
October 2025 for Aethir was nothing short of monumental 🔥 From a record-breaking Q3 revenue to the launch of the $344M Aethir DAT, it was a milestone month packed with major updates → including Aethir RWA Capital, new customers, EcoDrop partners, & the Cloud Drop S3 update 🧵
What an amazing buying opportunity here in crypto. Fear at max level. Watching right now: $PEAQ $AXL (Axelar) $FLR (Flare Network) $PYTH (Pyth Network) $ATH (Aethir) $ZBCN (Zebec Network) $PROPY $LINK (Chainlink) $NPT (Nepturn Cash) $AUKI $NEURAL (Neural AI) $RENDER Interesting but Cautious about: $FET $SUPRA Memes: $TRASH $SHITCOIN $DISCO $PEPE $MOMO Accumulating non-stop: $XRP $XLM $QNT (Quant) $SUI Not financial advise. Disclosure: I already own the majority of these assets, this watchlist is based on its current price entry point to buy and accumulate more to my existing portfolio.
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The toughest thing right now is choosing what to buy in crypto. I'm buying the fear My shortlist of tickers is not so short anymore. I strongly believe we're seeing the lows right now. The rebound will be epic. Will share a ticker watchlist shortly
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Luis do Carmo retweeted
I don't see it as a coincidence that we're: 1. Mirroring the exact same setup on alts, 2. Ending the range at the exact same time to last year, Copy-paste and stretched out 2x this year, pinpoint nailing basically each channel touch. It just looks to perfect for me IYKWIM. During the time we've been tracking this range there were too many "coincidences" for me to ignore. This is not coincidental.
Money is flowing back. Fear and uncertainty is decreasing Just in time. I hope you are positioned Now lets get that US gov reopened And the pending ETFs approved
🚨BREAKING: The crypto market just added $45 BILLION more in the last hour. Over $85 BILLION added in the last 8hrs.
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It was predictable that this would be the outcome. The market is already reacting positively with Ethereum regaining $4,000 level, Bitcoin $113,000 and XRP on his way to $3 (current $2.64) I think this was the final big trade deal pending. I dont foresee Canada’s tariff to impact much. Bullish!
JUST IN: 🇺🇸🇨🇳 US Treasury Secretary Bessent says China is ready to make a trade deal which would remove President Trump's 100% tariff.
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Another major milestone towards a strategic positioning and establishing of the rails for a new financial system. Its not too late to invest in $XRP Avoid leverage, buy spot XRP and hold it in Tangem or any other good cold wallet, out of the exchanges Considering where the price is going, using leverage feels to me like unnecessary risk.
🚨 LATEST: Ripple completes Hidden Road acquisition, rebrands it as Ripple Prime.
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I think there is a major misconception about $XRP. Many people compare its market cap to other tokens, company stocks, or even the entire stock market, and they completely miss what XRP actually represents. Some claim Ripple dumps tokens from escrow or that founders are selling, without understanding the purpose behind those movements. The question you should be asking is: - whats the market cap of the http protocol? If it had to move value instead of data - whats the market cap of a car manufacturer compared to the value of all roads in the world facilitating mobility? Now imagine if anytime someone opened a website it would burn a tiny bit of http protocol (if it was a thing) and there would be less of it - over time what would that mean to the network in terms of value? XRP will be the internet of value and its positioning for years to become that. - Ripple’s escrow functions as a liquidity reserve, not a dumping mechanism. It ensures the network always has the depth to support institutional settlements at scale. The company’s controlled releases are part of maintaining stability and funding continued development. - The Founders and Ripple sell in order to raise funds for key investments into the xrp ecosystem growth to make everyone’s tokens more valuable over time - Institutions and ETFs are still waiting to jump on board (legislation and approvals to be in place) - All banks will be required to be ISO 20022 compliant by November 22, 2025 which aligns with Ripple rails - I lost count of how many NDAs Ripple has with banks, central banks, International Monetary Fund, Governments. That we only got to know they even exist because of the SEC case I strongly believe XRP will be the backbone of the new financial system and people will be using it directly or indirectly. They will open their banking app see the fiat they hold, transfer in and out and not realize that it is XRP who is settling those transactions in real-time on the backend. If you invest $1,000 in $XRP today and Im wrong, you set to lose $1,000 probably not even that much as the token is not going to zero. If I’m right, those $1,000 will multiply many, many times over, not less than 10 times its current value in the short term and potentially 100 times or more in a couple of years if not sooner. I am not saying to invest only in XRP, but I personally keep more than half of my allocation there. I do not know of another asymmetric opportunity that offers this kind of potential without pure speculation. Position accordingly.
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Time is running out quick to accumulate XRP at these prices. On the other side of price appreciation no one will care if they bought at $2 or $2.5 or $3 or $5 because the price difference to today will be so high that it wont matter. Just buy, hold and forget daily price action
With today’s close of Hidden Road (now Ripple Prime), Ripple has announced 5 major acquisitions in ~2 years (GTreasury last week, Rail in August, Standard Custody in 2024, Metaco in 2023). As we continue to build solutions towards enabling an Internet of Value – I’m reminding you all that XRP sits at the center of everything Ripple does. Lock in.
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Luis do Carmo retweeted
Introducing Ripple Prime: We’re pleased to share that our acquisition of Hidden Road is officially complete, making Ripple the first crypto company to own and operate a global, multi-asset prime broker – bringing the promise of digital assets to institutional customers at scale. ripple.com/insights/ripple-c…
🇺🇸 CPI just came in at 3%, 0.1% below FED expectation. Pretty Bullish for the markets with the upcoming rate cuts. I believe the signals are all there for a significant uptrend in November. Now we just need the US Gov to reopen, for ignition and lift-off
Very interesting project. Worth taking time to deep dive into their white paper. Still not listed with big exchanges, which makes this a fantastic opportunity to jump on board super early Recommend checking Cointalk video on it here:
The Most Undervalued Privacy Coin in Crypto? @NeptuneCash changes everything👇👇👇👇 piped.video/watch?v=pOxgO4tt…
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Luis do Carmo retweeted
🇰🇷 $CPOOL to be listed on @Official_Upbit and @BithumbOfficial, South Korea’s two largest exchanges on 22nd October, 4.30pm KST (UTC +9). Trading pairs: Upbit – CPOOL/KRW, CPOOL/BTC, CPOOL/USDT (Spot) Bithumb – CPOOL/KRW (Spot) After a strong week at Korea Blockchain Week 2025, Clearpool is committed to expanding its presence across Asia, building the foundation for institutional credit and PayFi on-chain.
Luis do Carmo retweeted
Evernorth… what a name! People are not bullish enough! Congratulations to @ashgoblue and @JoelKatz
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