Joined August 2024
- Tweets 485
- Following 702
- Followers 115
- Likes 1,094
45 Photos and videos
Pinned Tweet
Mar 15
Learn how @ZKPassport could change the way KYC verification works, proving identity without revealing personal data.
Mar 14
1/ Governments from US, Canada, parts of Europe are now forcing social media platforms to verify your age using national IDs.
Reddit. Spotify. Discord. All asking for your ID & photo just to access features.
This is only going to get more common. And the way we verify identity today is a disaster waiting to happen.
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Can any Fed Chair truly prioritize inflation over Treasury market stability if the two come into conflict?
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One of the biggest criticisms of crypto has been that nobody actually uses it.
Yet millions of people are already interacting with crypto-powered infrastructure today without even realizing it.
Not for trading. Not for speculation. But for something far more basic.
Internet connectivity.
@helium and @XNET_Mobile have quietly become the most widely adopted crypto projects, but most discussions focus on tokenomics rather than the real-world problem it's trying to solve.
In this video, I start from first principles:
• How telecom networks actually work?
• Why internet fails in airports, malls, concerts, and stadiums?
• Why carriers can't simply build more towers?
• What carrier offload is?
• How Helium and XNET fit into the telecom industry?
• Why they're being adopted today?
• And the challenges that could determine whether they succeed long term
Video below 👇 or you can watch on YT: youtube.com/watch?v=IeEt8pIF…
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May 31
1/ Everyone is talking about AI chips.
NVIDIA's rise.
Massive data centers.
OpenAI's compute needs.
Multi-billion-dollar infrastructure plans.
But almost nobody is talking about the layer that historically scaled every major industry: The credit market behind it.
A thread on why AI may need its own debt market 🧵
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May 31
25/ In this model, data centers become surprisingly important. Not just as infrastructure providers. But as trust anchors.
They provide the physical custody layer that makes financing possible.
Once the hardware is installed, additional monitoring becomes possible:
• Utilization
• Workloads
• Revenue generation
• Operational status
The lender gains visibility into the asset supporting the loan.
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May 31
Continuation to this
x.com/BlockTalkwithMJ/status…
@USDai_Official
May 31
26/ Continuation to this: x.com/BlockTalkwithMJ/status…
This is also where GPU finance starts looking less like DeFi and more like traditional infrastructure finance.
The focus shifts toward:
• Cash flows
• Collateral quality
• Monitoring
• Risk management
Not token prices.
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May 31
26/ Continuation to this: x.com/BlockTalkwithMJ/status…
This is also where GPU finance starts looking less like DeFi and more like traditional infrastructure finance.
The focus shifts toward:
• Cash flows
• Collateral quality
• Monitoring
• Risk management
Not token prices.
May 31
1/ Everyone is talking about AI chips.
NVIDIA's rise.
Massive data centers.
OpenAI's compute needs.
Multi-billion-dollar infrastructure plans.
But almost nobody is talking about the layer that historically scaled every major industry: The credit market behind it.
A thread on why AI may need its own debt market 🧵
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May 31
49/ Do GPU clusters become the next infrastructure asset class?
Do compute operators eventually finance hardware the way airlines finance aircraft?
Do dedicated credit markets emerge around AI infrastructure?
Those questions remain unanswered. But that's what makes the thesis interesting.
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May 31
50/ The bet is not that GPUs are valuable. The bet is that compute may become important enough to support its own category of debt.
And if that happens, the biggest opportunity may not be another AI model.
It may be the financial infrastructure that allows intelligence itself to scale.
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