Immutable Edge 🧵 (@ImmutableSOL) header
Immutable Edge 🧵 (@ImmutableSOL) profile picture
London
Joined August 2020
Up 8% today. Trump moves on Iran was great to secure AI dominance. Now with Dems: 1- More preassure end war = Positive china 2- More internal fights instead of external = Positive China 3- Higher preassure on US AI buildout = Lower US rates = Positive China.
The Iran war locked in US tech leadership for the next 50 years while the rest of the world fights oil and food costs. Once the war ends and financial conditions ease, there’s a clear incentive to pop the bubble — otherwise catch-up trades like Shanghai 50 start looking very interesting.
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"Tokenization"
Perps and Tokenization will be exactly the same. Traders buying this crypto assets at overvalue valuation and corporations will capture all of the profit LT.
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416
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion. In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding. In the post below, we share more details about our new fund. anthropic.com/news/public-be…
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857
During last year a lot of people pushed narrative for exchange tokens. Those are down 80% meanwhile.
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Xp
$XP is also an interesting broker. Brazilian, 11 P/E, 30% cagr eps since 2019 ipo. Commodity cycle, Bovespa index doing great. interest rate should drop a lot and people search for alternatives. 50% market share why buy a crypto exchange tok?
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451
Just an increase of 0.5% gap in less than 1 month and CDs going vertical for French bonds. They are more likely to cut kings heads than to do austerity.
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770
Antrophic, space x, openai are worth over 2 T if public. Meanwhile the king of distribution with a cash flow from operations bigger than Apple is worth 1.5 T. Time to fix this.
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867