Entrepreneur, father and Startup Studio enthusiast

Joined April 2008
LeoFrade retweeted
Você vai ficar no Brasil ou você vai sair do Brasil? Me conta aqui 👇
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LeoFrade retweeted
De cada $100 que os bancos do mundo têm no balanço, basta $0,50 em Bitcoin pra entrar $950 bilhões, quase 17x tudo que os ETFs spot americanos captaram desde janeiro de 2024. Antes do ETF americano sair, estimei o fluxo dele pelo primeiro ano dos ETFs spot do Canadá, escalado pelo tamanho do mercado americano, uns 20x maior. Agora fiz a mesma conta com os $190 trilhões dos bancos, num horizonte de 2 anos depois de Basileia. No MBFM, o modelo que publiquei em julho, esses $950 bilhões equivalem a 57% de todo o Bitcoin que existe hoje a $82.524. Com multiplicador de 2x o preço vai a $177 mil, em 5x a $319 mil e em 10x a $555 mil. Pra quem acha o modelo otimista demais, o Bank of America calculou em 2021 que $93 milhões líquidos moviam o preço 1%, o que dá um multiplicador de 118x, e eu parei em 10x. Hoje esses $0,50 não são escolha do banco, são proibidos. Com risk weight de 1.250% e teto de 2% do Tier 1, banco não chega nem a $0,20 de cada $100. Isso está mudando por 3 vetores. O Comitê de Basileia prometeu a revisão ainda este ano, 6 senadores cobraram do Fed, da OCC e do FDIC um framework que acabe com o 1.250%, e o G20 assinou em setembro o compromisso de abrir caminho pra ativos digitais. $BTC
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Greak tool
🚀Hy4 Preview is now live on AIsa, and we’re giving builders 30% off for the next 7 days. 770B MoE. 1M context. And a full week to test it on coding, analysis, and long-context work.
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LeoFrade retweeted
🚀Hy4 Preview is now live on AIsa, and we’re giving builders 30% off for the next 7 days. 770B MoE. 1M context. And a full week to test it on coding, analysis, and long-context work.
🚀 Hy4 preview is here. 770B, 49B active, 1M context. Built for productivity. Open source frontier. Consistent affordable price. Use it. Tell us what breaks. More on Hy blog:hy.tencent.ai/research/hy4-p… HuggingFace:huggingface.co/tencent/Hy4-p… Github:github.com/Tencent-Hunyuan/H…
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LeoFrade retweeted
Sometimes people don’t have an intuitive sense of what Jevons paradox looks like for token consumption. Those of us working with enterprises get to see this first hand every day. Basically enterprises have an unending stream of tasks that they’d love to be able to bring automation to. But for each individual task, it’s either ROI positive or not based on the cost of bringing automation to it (including the setup time, change management, and so on). As tokens get cheaper (at a certain capability threshold), enterprises can afford bringing them to more of the work that they do. This could be processing every contract, reading every log, watching new streams of data for insights, having background agents execute workflows, and so on. Any time we can lower the cost of tokens, we will see a disproportionate increase in consumption. Even a 50% drop in token prices could result in a 5X increase in tokens for these kinds of workloads. This is why it’s critical to keep bringing down the cost of AI, and why that’s good for all market participants.
What happened when GPT 5.6 Terra and Luna were heavily discounted on OpenRouter? Token usage exploded by 13.8x Jevons Paradox = as technology makes the use of a resource more efficient, total consumption of that resource increases rather than decreases 🧵
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LeoFrade retweeted
I normally don't do these things but this guy is really special! His name is Lito (@avioesemusicas) and he's famous in Brazil for making really fun airplane videos, I watch them all the time too He explains how airplanes work in normal ELI5 language, and also explains airplane crashes etc, lots of people credit him for helping them stop being scared to fly as Lito showed how safe it is If you ever read Hacker News, you know about prions, which they love to discuss, they're one of the scariest things you'll ever read about, as they can flip seemingly at random in your body and cause Creutzfeldt–Jakob, a terminal disease I'm Dutch so we had a big outbreak of mad cow disease in the 1990s when I was a kid and I remember it well. You can get it from eating infected meat (but it's very rare), or prions can flip in your body randomly and cause it, or you can have surgery and one of the surgery tools can have it on them from previous patients The issue with that from what I read is that it's close to impossible to wash off, and it won't die at extreme heats either, you just have to throw away all surgery tools (which you can't) 85% of Creutzfeldt–Jakob is a randomly flipping prion though, so that's most probably Anyway, Lito here can participate in a promising trial by @Harvard @broadinstitute @ionispharma @mayoclinic but the next batch is only in October, so he's hoping the internet (like this tweet) can help him get in earlier, so he has a chance And that trial hopefully helps us find a cure for this crazy disease So if you can spread this, do so! This guy is really awesome, THANK YOU ❤️
🚨 Para ajudar o querido Lito Sousa, compartilhe o reel do link abaixo em suas redes sociais. 🔗 instagram.com/reel/DcZBm3EjM… Além disso, marque as instituições abaixo nas publicações: 📌 @ionis_pharma — Ionis Pharmaceuticals — ION717 trial 📌 @broadinstitute — PRiSM trial (NCT07444580) 📌 @harvard 📌 @mayoclinic
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Quando me formei em engenharia em 2008, o último boleto pago pelo meu pai constava R$ 650 de mensalidade. Lembro-me muito bem disso, pois eu era monitor de algumas matérias e havia portanto um desconto no boleto, ao qual meu pai convertia para mim. Passaram-se 18 anos e hoje tenho dois filhos, de 5 e 12 anos. A mensalidade total das escolas me custa R$ 11 mil por mês. Onze mil! Considerando apenas um filho (cerca de R$ 5,5 mil), a mensalidade educacional -privada- multiplicou por aproximadamente 8,5 vezes. Será que a renda média do brasileiro multiplicou também por 9 vezes nesses 18 anos? Somei o IPCA do fim de 2008 até o mês atual: 165%. Ou seja, 2,65x. Antes que vc comente algo, eu deixo minha opinião; Isso é um colapso econômico escancarado. 🇧🇷
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Veryyyy coolll
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Alucinante o que esses caras fizeram! Claude + MCP Redentia + TradingView = $$$$$
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Once you understand you control no one on earth but you, your life gets way better.
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Marry well, stay in shape, build something you own, and protect your time.
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LeoFrade retweeted
SEGMENT, ALWAYS SEGMENT Most confounding business problems have the same root cause: you haven't segmented your customers. You look at the top-line number. It's flat, or weird, or inconsistent with what your gut tells you. You poke at it and you can't figure out why. The answer is almost always that you're staring at an average that's hiding two or three very different stories. A few places this shows up: 1. When your high-level metrics look wonky or divergent, break them out by segment. A flat retention curve often hides one cohort churning out violently and another expanding aggressively. A "meh" NPS usually has one segment of fanatics and one segment of detractors cancelling each other out. The average is a lie. The segments are the truth. 2. When your product is trying to be everything to everyone, you need to tailor it per segment. If your roadmap has SMB founders, mid-market IT buyers, and Fortune 500 procurement all fighting for features in the same backlog, that's three products in a trench coat pretending to be one. Pick the segment you're actually building for, and ship accordingly. 3. When your pricing or positioning feels wrong no matter where you set it, it's because one SKU or pitch is spanning segments with wildly different needs or willingness to pay. Enterprise will pay 10x what a startup will for the exact same thing. A single price point either leaves money on the table at the top or closes the door at the bottom. Segment the packaging. Segment the price. The pattern holds every time. Whenever a business problem is hard to reason about, break the population into segments and look again. Nine times out of ten, the fog lifts. Importantly, you don't need to use standard gender or demographic segments. You can build your own! (And AI is a superpower here). One of the best segmentations in real life was done by @davidweiden at TellMe Networks in the early 2000s. TellMe was selling phone automation software into financial services: a half-billion dollar market, and they had almost no traction. David built a custom segmentation framework called Rifle, which scored every prospect on five weighted criteria. Where the customer was in their buying cycle (engage before the RFP, not after). Whether their long-distance carrier was compatible with TellMe's deployment model. Three more criteria with explicit weightings, including negative scores that disqualified prospects outright. The whole company aligned on the scoring. Sales stopped chasing bad-fit accounts. Product stopped building features for customers who would never close. Marketing stopped spraying the market. Over two years, Rifle drove $20M in ARR inside the qualified segment and took TellMe from a loss to a profit. They literally would have failed without the segmentation. . Founders: when a metric confuses you, when your product feels scattered, when your sales pitch or pricing won't land, segment. Segment, always segment.
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Holy shit, this is some truly expert level analysis Made me mega bullish on Brazil 🇧🇷 “Brazil is the only large democracy in the world that is simultaneously a food superpower, a water superpower, an energy superpower, a mineral superpower, and a carbon superpower, with export routes that do not depend on any contested strait or chokepoint”
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LeoFrade retweeted
BTC is for *NTPs apparently I am an ENTP so my n=1 tracks
To understand Bitcoin you need to be INTJ, INTP, INFJ, ENTP or INFP and have an IQ over 125. That’s 0.75% of the population.
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If you're under 53 years old, you have never once been alive while a human was farther than 250 miles from Earth. Tonight, four astronauts are heading 252,000 miles out. That's a thousand times farther than any person has gone in your lifetime. The 250-mile ceiling is where the International Space Station floats. Every astronaut since December 1972 has been stuck in that zone. Spacewalks, science experiments, cool photos from orbit, sure. But nobody left the neighborhood. The last crew to go farther was Apollo 17. December 1972. Nixon was president. The internet didn't exist. Cell phones were 11 years away. The youngest member of that crew is now 90 years old. The farthest any human has ever been from Earth is 248,655 miles. The Apollo 13 crew set that number in 1970, and they didn't mean to. Their oxygen tank blew up, and the emergency route home took them farther out than anyone before or since. Tonight's crew will break that record on purpose. And the crew itself. Victor Glover becomes the first Black astronaut to leave Earth's neighborhood. Christina Koch becomes the first woman. Jeremy Hansen, a Canadian fighter pilot, becomes the first non-American to do so. When they come home, they'll slam into the atmosphere at 25,000 mph, faster than any human has ever traveled. The Moon's south pole has ice. Water ice, sitting in craters so deep that sunlight hasn't hit them in billions of years. A 2024 NASA study found way more of it than anyone expected. You can split water into hydrogen and oxygen, which gives you rocket fuel, breathable air, and drinking water, all made on the Moon instead of hauled up from Earth. George Sowers at Colorado School of Mines calculated that Moon-made fuel could shave $12 billion off a single trip to Mars. The Moon is a gas station on the road to Mars. NASA Administrator Jared Isaacman announced last week a $20 billion plan to build a permanent base at the South Pole over the next seven years, with landings every six months. China is developing its own lunar lander and spacesuit, aiming for a crewed landing by 2030. The Artemis program has burned through $93 billion so far, and the first actual surface landing is penciled in for 2028. There's a real question of who gets there first this time around. Harrison Schmitt walked on the Moon in December 1972 as part of Apollo 17. He's 90. Asked about it this week, he sounded pretty relaxed. "Mars is attainable," he said. "We're humans. That's what we've always done."
We're going around the Moon. Come watch with us. Artemis II's four-astronaut crew is lifting off from @NASAKennedy on an approximately 10-day mission that will bring us closer to living on the Moon and Mars. The launch window opens at 6:24pm ET (2224 UTC). xitter.cf/i/broadcasts/1jxXgeyMk…
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LeoFrade retweeted
It's time for take-off ✈️ Wingbits mainnet [TGE] launches April 22nd, 2026 The countdown starts now ⚡️️ wingbits.com/mainnet
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Listen to this, perfectly explained. It’s all been a big fraud and a lie all done purposely.
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LeoFrade retweeted
Congrats to our partner @wingbits on mainnet launch World’s #1 DePIN for Aviation built alongside @GEODNET Take-off confirmed✈️
It's time for take-off ✈️ Wingbits mainnet [TGE] launches April 22nd, 2026 The countdown starts now ⚡️️ wingbits.com/mainnet
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LeoFrade retweeted
I'm looking for great founding engineers in the EU and LATAM. special callouts to 🇧🇷🇱🇺🇬🇧🇩🇪🇨🇴🇲🇽
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LeoFrade retweeted
O ouro levou mais de 3.000 anos para ir de ornamento cerimonial a moeda cunhada na Lídia. O Bitcoin fez o mesmo caminho em 16 anos. De collectible cypherpunk a reserva estratégica dos EUA. 23 nações. 194 empresas públicas. 365 milhões de holders. Adoção corporativa 2.5x em 2025. Stock-to-flow já superior ao do ouro. Publiquei a versão final do meu paper na SSRN.
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