write that down

Joined March 2022
fud
I should cause a credit event to get cheap GPUs
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wife wants landscaping worth $10k 🥲
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Bitcoin stores it efficiently at scale.. that’s the whole thesis
Arguably the single best measure of real economic output is electricity production - it correlates nearly perfectly with real living standards, industrial production, & cannot be stored efficiently at scale. So how is China bigger than the US & EU combined?🤔
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victory lappin passive is dead is crazy work
Well, well, well… maybe change is in the air…
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the nerds are circle financing quantum talks
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Software is eating the world and AI devoured Crypto
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Cooper Flagg is a different breed.. didn’t even have to get mins against Indiana
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Monitoring the AI’s bent
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oh you thought you could make a crypto hedge fund?
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no, it's not easy they're pitching them as preferred
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it’s cheaper to gamble on the games than watch the games
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👀
Replying to @modusbyte
$AKT is getting a hypenomics face lift
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throw $10k at these solid ROI back to ATHs
$dot and $atom running is interesting proof of stake was good tech
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$dot and $atom running is interesting proof of stake was good tech
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first time there’s no leading alts
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bear porn
There's a decent chance the internet ceases to exist as such, at least for a time. AI-enabled bioweapons are also coming, and there's no "shut down the websites" option for that. We're approaching the point where frontier AI R&D becomes politically untenable.
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interesting that Meta spent fiat on compute then market sells off. interesting that banks all announced ai agent risk at the same time. interesting that coreweave fud yet Elon sees $500B - $1T ARR by next year.
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GS Hedge Fund VIP Basket relative to the SPX down 2.6% today and since the peak at the end of Q2 the 75 day rate of change is now the worst since the weeks after Lehman Bankruptcy. This is just equities. Add in the pain in fixed income from Coreweave fallout last week and French bonds every day and hedge fund deleveraging contagion continues. All with positive breadth today and 12 of the last 16 as the unwind of concentration isn't stopping yet.
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I hope you are all happy now 🥹
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