Founder CEO Institutional Crypto Trading / Asset Mgmt @xbtogroup - Ex-Sponsor of IMCF Miami. Adventurer chasing asymmetry.

Joined September 2014
243 Photos and videos
Told you guys! šŸš€
PSG best team in the world. Easy.
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Lots of other narratives stealing the show. It is difficult to know what will change this year but i still believe rotation back in Bitcoin will happen (crypto narratives doing great however: privacy coin $zec/$near, defi trading $hype…)
Crypto is getting obliterated by every other asset
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I agree. That said Yield Curve Control is a real possibility.
May 19
This selloff in rates is closer to the beginning than the end imo.
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Hodling is hard but it makes a big difference over time.
HOWARD MARKS ON THE MOST EXPENSIVE LESSON OF SELLING TOO EARLY: "Amazon was $90 in 1999. When the tech bubble burst, it went to $6. It was down 93%." "What if you were smart enough to buy it at $6? Would you have held to $12? What about $60? You've made 10 times your money, would you sell?" "What about when it got to $600? You made 100 times your money. Most people would sell." "At the time I wrote it, Amazon was $3,300. If you sold at $600, you left 85% of the money on the table." "Buffett says he made all his money on 12 ideas. Charlie Munger said he made all his money on 4. The big mistake is getting off too soon."
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This is very interesting. Perfect product market fit (minus the privacy)… That said, the compliance framework is a real nightmare.
JUST IN: šŸ‡®šŸ‡· Iran to require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, FT reports.
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Philippe Bekhazi | XBTO retweeted
EBITDA (2026 edition): Earnings Before Iran, Tariffs, and Donald Announcements.
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Gonna be a real banger of a world cup. Mbappe and Dembele chilling on the bench.
France up 3-0 on Colombia (13th-ranked in the world) France's bench:
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This is entirely based on real events. Any resemblance to fictional persons or imaginary events is purely intentional.
If you're still not convinced the reason Trump attacked Iran is energy and China, here's Dick Cheney explaining it in detail 8 years ago in his biographical film 'Vice' Can't make this up
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100% A very disappointing outcome for everyone.
Mar 22
The economy, inflation & ā€˜no foreign wars’ were the reason folks voted for Trump All the administration needed to do was sit on their hands: don’t start wars, let the economy rip because of AI efficiency & execute Trump’s flawless pro-business policies they couldn’t do it 🤦
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Philippe Bekhazi | XBTO retweeted
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#bitcoin showing what it is worth. $72,500
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I remember it too. I thought it was a joke. Life surprises you like that. It was weird to have XBTO on the apple tv screen for months on end. It was and will ever remain … very cool.
šŸšØšŸ—£ļø DAVID BECKHAM: ā€œI remember it was 5 a.m. in Japan, we were sleeping, and the phone wouldn’t stop ringing. Victoria told me to turn it off, that we needed to sleep." "Then I put on my glasses and read: ā€˜Leo Messi has decided to come to Inter Miami.’ Just saying it gives me goosebumps. I sat up in bed and started crying. Victoria asked me what had happened, if someone had died." "When I spoke with Jorge MĆ”s, I told him to go to the airport, that they had to be there when he got off the plane, because it could’ve been his brother, maybe we had signed his brother, haha. It’s Leo, it’s Messi, it’s the greatest footballer in history.ā€
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Philippe Bekhazi | XBTO retweeted

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Looks like we are quickly headed towards deflation as i explained late last year in @xbtogroup newsletter. This can be temporary or it could last and be very disruptive to the economy. Hard for a lot of companies to make money in deflation. Fed is behind curve on this, for sure.
BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today, Sunday, Feb 8. Independent price data show another strong wave of cooling inflation, this time driven by a ~20% drop in natural gas prices charged to residential consumers. Utility providers purchase gas at wholesale hubs or under contracts, with household prices adjusted later due to regulatory factors and billing cycles. This latest cooling reflects commodity price declines from previous months, which are only now trickling into retail gas prices.
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There is a very unhealthy amount of volatility in this market. The moves in silver are head scratching. The sustained downside moves in bitcoin even more so. Has a bunch of ai bots decided in concert that it should sell everything? Feels that way.
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He forgets the a220 is built in Mirabel and is part of Delta and Breeze fleets. This would be a huge own goal… What is he doing?
Trump threatens tariffs, decertification on Canadian-made aircraft trib.al/oo5WK78
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Zero surprise. The only surprise is Bitcoin not rallying. I suspect this will change this year.
Whew US 30-year yield. You're not getting a cheaper mortgage
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Sell Greenbacks, buy Greenland. That’s it, that’s the trade.
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It’s about time Elon got into airlines!
BREAKING: Elon Musk considers buying airline Ryanair and ā€œputting someone whose actual name is Ryan in chargeā€ after the company taunts him over X being down.
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