Iñaki Aldasoro
LightNews LightNews
banner
aldasoro.bsky.social
Iñaki Aldasoro
@aldasoro.bsky.social
1.8K followers 460 following 1.4K posts

Principal Economist at the Bank for International Settlements. Views are my own, so is the silly sense of humor.

Videos
Economics 86%
Business 6%
Posts Replies Media Videos

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2h
On disclosures and stablecoins runs: we have a paper!

www.bis.org/publ/work116...

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2h
So, after all this time and many posts, are you implying that T+3 is no different??

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2h
I know that paper!
isaiahbishop.bsky.social Isaiah Bishop @isaiahbishop.bsky.social · Jul 30
Stablecoins having a statistically visible impact on treasury markets is so bad man
cascoinfoundation.org Cas Piancey @cascoinfoundation.org · Jul 30
Well this fucking sucks (and is entirely predictable)

protos.com/could-a-teth...

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 6h
New BIS paper out (also at Bank of Canada)
A fun exploration of whether AI agents can manage key functions of cash managers in high value payment systems: maintain precautionary buffers, prioritise urgent payments, balance the liquidity cost vs settlement delay trade-off

www.bis.org/publ/work131...
AI agents for cash management in payment systems
Using prompt-based experiments with ChatGPT's reasoning model, we evaluate whether a generative artificial intelligence (AI) agent can perform high-level intraday liquidity management in a wholesale p...
www.bis.org

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 8h
New short paper out!

Reposted by Iñaki Aldasoro

econreporter.bsky.social
EconReporter @econreporter.bsky.social · 8h
@aldasoro.bsky.social popping up on Bank of Canada website

www.bankofcanada.ca/2025/11/staf...

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 12h
Exactly. “investors worry that a business model that relied on a virtuous circle of rising crypto prices & massive share & debt issuance is now unravelling.”
It is really a failure of our collective imagination not foreseeing that number don’t go up was a possibility, with virtuous becoming vicious

Reposted by Antonio Fatás

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 12h
Who could see this coming…

Reposted by Iñaki Aldasoro

katie0martin.ft.com
Katie Martin @katie0martin.ft.com · 12h
please, my bitcoin treasury company, it is sick

on.ft.com/4ogUkzC
Crypto hoarders dump tokens as shares tumble
[FREE TO READ] ‘Digital asset treasury’ craze sours amid $1tn rout in cryptocurrency market
on.ft.com

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 15h
Damn, I am just above a junior scholar. I guess I am old.

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 1d
I was having a bad day, but City is losing. I am not having such a bad day now.

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 1d
Gambling? I thought it was event prediction…

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 1d
More like Dr Boom amirite?
petertl.bsky.social Peter Thal Larsen @petertl.bsky.social · 1d
Well that's one way to shed your "Dr. Doom" nickname.
www.ft.com/content/3af6...
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/3af620bb-6d5e-4281-879d-c3193e225803 Ditto for stock returns: when annual growth was 2 per cent for the last two decades, US equity returns were around double digits, well above those of other advanced economies and emerging markets. If growth will be much higher this decade and in subsequent ones, such equity returns will be even higher. Price-earnings valuation ratios can remain elevated if faster earnings growth is driven by increased economic growth. Of course, temporary market corrections will occur and tech disruptions will lead to winners and losers. However, the now common view that the US stock market is in a massive bubble and bound to crash is incorrect over the medium term.  

Reposted by Iñaki Aldasoro

petertl.bsky.social
Peter Thal Larsen @petertl.bsky.social · 1d
Well that's one way to shed your "Dr. Doom" nickname.
www.ft.com/content/3af6...
Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/3af620bb-6d5e-4281-879d-c3193e225803 Ditto for stock returns: when annual growth was 2 per cent for the last two decades, US equity returns were around double digits, well above those of other advanced economies and emerging markets. If growth will be much higher this decade and in subsequent ones, such equity returns will be even higher. Price-earnings valuation ratios can remain elevated if faster earnings growth is driven by increased economic growth. Of course, temporary market corrections will occur and tech disruptions will lead to winners and losers. However, the now common view that the US stock market is in a massive bubble and bound to crash is incorrect over the medium term.  

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 1d
Whatever happened to his crypto pivot?

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2d
This you?

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2d
This you?
I

Reposted by Iñaki Aldasoro

michaelsderby.bsky.social
Michael Derby @michaelsderby.bsky.social · 2d
Oozing with Segway launch vibes.
Sam Altman and Jony Ive Say You'll Want to 'Lick' and 'Bite' Their New Hardware Prototype
Just what everyone is looking for.
gizmodo.com

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2d
Post a famous toilet scene

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 2d
TATTOD law strikes again

* Things Aren’t True Til Officially Denied
barrons.com Barron's @barrons.com · 2d
Barron’s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.
Nvidia Says It’s Not Enron in Private Memo Refuting AI Accounting
In a private memo to Wall Street analysts, Nvidia says its business “does not resemble historical accounting frauds.”
www.barrons.com

Reposted by Iñaki Aldasoro, Simon Lester

barrons.com
Barron's @barrons.com · 2d
Barron’s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.
Nvidia Says It’s Not Enron in Private Memo Refuting AI Accounting
In a private memo to Wall Street analysts, Nvidia says its business “does not resemble historical accounting frauds.”
www.barrons.com

Reposted by Will Jennings, Brendan Nyhan, Steve Peers , and 22 more

dieworkwear.bsky.social
derek guy @dieworkwear.bsky.social · 3d
Twitter pays people based on engagement (views, retweets, comments, etc). It appears that many MAGA accounts are based abroad and they use AI technology to generate low-effort rage bait.

My guess is that this will get worse as AI tech improves. For instance, fake videos of minorities doing crime.
A Twitter account called Ivanka News tweets an AI image of a young woman wearing Muslim garb. The woman is holding a sign that says "I came here illegally. Should I be deported?" Ivanka News writes: What is your response to this person ?? In the "About this account" tab, it appears the account is based in Nigeria An account called MAGA scope writes: Who, in your view is the great enemy of the United States? Communism, Islam, Democratic Party, or Satan? The account is based in Nigeria. An account called MAGA Nadine writes: You go to work and find this. What would you do? The attached pic is an AI image that shows a microwave. The microwave has a sign that says "For religious reasons, this microwave is now making halal food only." The account is based in Morocco. An account called America First posts an AI image of Tulsi Gabbard. They wrote: How would you rate your trust in Tulsi Gabbard on a scale of 1-10?

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 4d
“Bitcoin might not have lived up to its promise as a currency, but the underlying blockchain technology shows great promise.” (Someone, circa 2015)
ivanthek.bsky.social Ivan the K ™☑️ @ivanthek.bsky.social · 4d
If you're still referring to bitcoin as a currency or a store of value, please see me after class.

Reposted by Iñaki Aldasoro

ivanthek.bsky.social
Ivan the K ™☑️ @ivanthek.bsky.social · 4d
If you're still referring to bitcoin as a currency or a store of value, please see me after class.

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 4d
You’ll never walk alone (except today)

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 5d
Post a book you love from the 1980s. No explanations, no reviews, just covers.

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 6d
Now I know that there is something called “DEX in the city”, and I think I am a worse human being because of it.

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 6d
You are pivoting Cas? Is CasCoin taking off?

aldasoro.bsky.social
Iñaki Aldasoro @aldasoro.bsky.social · 6d
1000 times this