johnny puts retweeted
Shamelessly stolen from sto because he's priv.
I pretty much did this last cycle and it worked out very well.
There is no rush to buy the bottom.
You can if you want to. But there are trade-offs.
johnny puts retweeted
now i get zero knowledge proofs
we have zero knowledge or proof of how many coins there are
johnny puts retweeted
Next meta is pretty clear: Chinese ai guys bragging about distills fast following every big release
There will be corporate only models of Opus and GPT and what is available to enterprise vs individuals will completely diverge
The narrative will move from “all software companies are zeros” to “consumer is zero bc they’re on worse models and won’t ever get to better models bc if they do Chinese labs will insta distill everything”
And this isn’t even accounting for national security which makes this even more likely (see: Anthropic socials posting about bioweapons regularly)
The idea that AGI is going to be accessible via api call is extremely wrong - and is also currently consensus.
johnny puts retweeted
Bear market is easy cos I know why you would sell this shit. Bull market I find hard cos why would anybody want to buy "Bitcoin"
johnny puts retweeted
I am not a fan of Bitcoin and other Cryptocurrencies, which are not money, and whose value is highly volatile and based on thin air. Unregulated Crypto Assets can facilitate unlawful behavior, including drug trade and other illegal activity....
johnny puts retweeted
broadly speaking 2 types of players left: multicycle-surviving cockroaches and divinely protected individuals, both types hard to take money from
johnny puts retweeted
“People are piling into American Eagle stock because they goon to Sydney Sweeney and you think we need to lower rates?”




























