M&A at Palmares Advisors. Founder of Transifex. Rock climber, windsurfer, sailor, fine cook.
Greece
Joined February 2008
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If I'm not being seen in motion, who am I seen as? Am I being lazy? If there is no immediate next mountain, what story do I tell?
d.glezos.com/the-fertile-voi…
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#BREAKING
United States VETOES Security Council draft resolution that would have demanded immediate, unconditional & permanent ceasefire in Gaza, and immediate, dignified & unconditional release of all hostages held by Hamas & other groups
In Favor: 14
Against: 1 (US)
Abstain: 0
ALT Security Council members vote on the draft resolution.
ALT Security Council members vote on the draft resolution.
ALT Security Council members vote on the draft resolution.
Dimitris Glezos retweeted
Ah yes, the "crass or thoughtless" exception to the First Amendment
Former VP @Mike_Pence: "The First Amendment though does not protect entertainers who say crass or thoughtless things as Jimmy Kimmel did in the wake of a national tragedy...I would have preferred that the chairman of the FCC had not weighed in."
Dimitris Glezos retweeted
IT'S OFFICIAL: Connecticut, Maine, Massachusetts, New Jersey, New York State, Pennsylvania, Rhode Island & New York City have formed the Northeast Public Health Collaborative.
The collaborative will issue their own vaccine recommendations and coordinate public health efforts.
ALT ap of Regional Public Health Coalitions Northeast Public Health Collaborative (Blue) West Coast Health Alliance (Yellow)
Dimitris Glezos retweeted
Prediction:
U.S. dollar stablecoins with yield will drain bank accounts in every country with an inferior currency - which is pretty much all countries.
These countries will react with crypto capital controls - they'll pass laws or regulate.
We're already seeing it.
In the UK the Bank of England is trying to prevent citizens from holding more than £10,000 per person in stablecoins - you'll start seeing crypto capital controls like these (and worse) in many countries over the next 6-12 months as authorities react.
These capital controls will then push more people into DeFi and crypto.
Freedom has no borders on the internet.
Dimitris Glezos retweeted
This is indeed devastating: an extremely detailed investigative journalism piece by mainstream Dutch newspaper De Volkskrant looked in minute details into 114 cases of young Palestinian children with single gunshot wounds to the head or chest.
Their conclusion? That the overwhelming evidence points to deliberate, targeted shooting of children, primarily by snipers.
Link to the article: volkskrant.nl/kijkverder/v/2…
Not sustainable.
Shocking stat of the day:
The bottom 50% of US households now hold just 2.5% of total US wealth.
History says rate cuts with stocks at record highs will lead to even more record highs 12 months from now.
Asset owners will party and the wealth gap will widen.
Especially as Core CPI inflation is back above 3%.
Dimitris Glezos retweeted
Mark my words, this week marks peak bubble.
Oracle just went up $300B on what appears to be a non-binding deal with OpenAI.
•OpenAI doesn’t have $300 billion dollars
•They don’t have anywhere near $300 billion dollars
•By their own (presumably optimistic) projection, they won’t turn a profit until 2030.
•And all this from a company thought (or claimed) that GPT-5 was going to be tantamount to AGI (spoiler alert: it wasn’t)
•For good measure Oracle doesn’t have the chips they would need to fulfill the contracts, or even the cash to buy them.
I will be astounded if Oracle meets their projections.
Further discussion at the link below.
Google is on fire
Gemma 3n now available in the Play Store for on-device, internet free with speech, text and image input! Open local AI Assistants are coming to everyone! 🤯
- New on-device speech-to-text and speech-to-translated-text.
- Process audio batch inference for clips up to 30 seconds.
- Available in Play Store and open source in Github
- Streaming audio and IOS App coming soon.
Dimitris Glezos retweeted
AI circle of money ::
1. $NVDA sells GPUs to $ORCL .. Oracle uses to power its data centers
2. Oracle builds cloud on those GPUs
3. Nvidia rents compute back via signed deals from Oracle
Nvidia gets recurring revenue from hardware sales and cloud services without owning all the data centers. Oracle turns capex (buying GPUs) into opex revenue by renting compute to Nvidia, OpenAI, and others.
"Since the beginning of the year, money supply in US Dollars has jumped by +$10 trillion.
World money supply has risen by a MASSIVE +$40 trillion since the 2020 pandemic."
We will be in a highly inflationary world for many years to come.
BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion.
This metric covers 169 countries and territories, representing 99% of global GDP.
Since the beginning of the year, money supply in US Dollars has jumped by +$10 trillion.
World money supply has risen by a MASSIVE +$40 trillion since the 2020 pandemic.
This represents a compounded annual growth rate (CAGR) of +7.0%.
Global liquidity is surging.
