199621147 @kennelcapital @genovesefnf
Joined December 2020
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Thoughts...
Optimism requires intellectual effort because it demands that we imagine futures that do not yet exist and think about how they could be brought into existence.
People either don't know how to engage in that exercise or simply refuse to devote the time to it, so pessimism becomes the default....the path of least intellectual resistance.
Add to this algo's that glorify cynicism and give pessimism the appearance of intellectual sophistication, and you get what I consider the greatest threat to civilization, far greater than all the apocalyptic scenarios being parroted all day.
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Life only moves in one direction, and that is forward. There are places I would return to if I could. People I would sit beside again. Days I would live one more time, knowing now how quickly they would disappear. But there is no road back. Memory can visit the past, but the body cannot. Maybe part of growing older is finally understanding that we were never supposed to hold on to any of it. We were supposed to be there completely while it was happening, then let it become part of us when it was time to move on.
There is sadness in that, but there is also wisdom. If there is no going back, then there is no reason to spend today trying to resurrect yesterday. Take what was good with you. Learn from what hurt you. Grieve what was lost. But keep walking. The life in front of you will never look exactly like the life behind you, and maybe it isn’t supposed to. The lesson of impermanence isn’t that nothing matters because everything passes. It’s that everything matters precisely because it passes. Be here for it while it is here.
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CT’s insatiable greed blindsided a ton of traders to the fact that bear markets gift you ~80% of the asymmetry of the riskiest assets through sound assets like majors and top alts.
Instead, the obsession with being the 1000x hero made most of you take a horrible trade-off…. exchanging a marginal increase in asymmetry for an exponential increase in your probability of getting wiped tf out.
Understand that when everyone wants the 100x, the 100x characteristic itself gets overpriced.
The magnitude of the upside tells you nothing without its probability….And when everyone wants the 100x setup, they bid up the price of those assets, effectively paying more for the same right-tail probability and compressing expected value.
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Everyone wants to do AI + crypto. It is cool. It is hyped. Every project now claims a Proof of Something.
The useful question is simple: what does each protocol actually prove?
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You don’t fully grasp how much of your life is tracked until you’re sitting in a courtroom, watching federal prosecutors use your digital history against you, down to your most harmless Google searches. Your entire life becomes an open book, and even your most innocent actions can be twisted into something sinister.
They get to tell the most damning version of your story. To tell yours in your own words, you have to take the stand.
Just dumped my long distance foid - pnl down only since meeting her so now we run it back without her bad energy
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AFFIRM: Everything happens for a reason. Everything leads to something positive.
There is always another way. There is always a solution to my problems.
I allow universal intelligence to flow through me, I am capable of anything.
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A few more thoughts on Phase 3.
I don't want to keep spamming the main Cerebro page with my deeper thoughts and thesis, so I'll leave most of that stuff here from now on. The main page can stay focused on announcements, while I use this account to talk more openly about what I'm building and why.
This is also where I think a lot of the previous crypto AI agent cycle got it wrong.
We saw hundreds of agents launch with tokens attached to them. For a while the market loved it, but eventually the same question kept coming back:
What does the token actually have to do with the agent?
In a lot of cases, not much.
The agent could run without the token. The token could trade without anyone using the agent. Usage and speculation were basically two separate systems.
That's the part I don't want to repeat with Cerebro.
The interesting thing about an AI agent isn't simply giving it a ticker. It's that the agent has a real operating cost.
Inference.
Every model call, reasoning loop, autonomous task and output consumes compute. If an agent becomes more active, its computational requirements grow with it.
So Phase 3 isn't about putting AI agents on a Launchpad and calling that utility.
I want the agents launching through Cerebro to actually sit on top of the inference economy we've spent the first two phases building.
Phase 1 distributes inference.
Phase 2 makes that inference liquid.
Phase 3 introduces software that needs to consume it.
Now you have something very different from the old agent + token model.
The application generates demand for compute.
That demand can reach the Marketplace.
The Marketplace gives distributed inference somewhere to move.
And the inference holders receive becomes part of the computational supply available to the ecosystem.
The more I work through this architecture, the more I think consumption is the missing piece.
Launching 1,000 agents means nothing if nobody uses them. I'd rather have 10 agents generating real workloads, making model calls and consuming inference every day.
That's the metric I care about.
Not how many tokens we can launch.
How much compute can the applications we launch actually consume?
If we get that right, then Cerebro isn't trying to bring back the old AI agent meta. We're trying to build the part that was missing underneath it. 🧠
