gtm helper, ai infra biz

Joined October 2018
1,717 Photos and videos
Pinned Tweet
11 May 2024
trade culture over attention attention flows where the culture goes
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$EDEL looks good here
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In SF for the weekend
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Since Mrs Ptardio left me, Arsenal have won the Premier League and hyperliquid:native has reached a new all-time high. I do not wish to imply the woman was suppressing global markets. But one must, at my age, respect the data.
May 29
Next stop: Budapest ✈️
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$LINK to triple digits
LayerZero has lost $4B in TVL after 5 major protocols migrated to Chainlink's CCIP You get hacked once and its over
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mission-critical infrastructure wins on long-term horizons $link
May 14
Kraken is deprecating its existing cross-chain provider and migrating to @Chainlink CCIP as its exclusive cross-chain infra to secure Kraken Wrapped Bitcoin (kBTC) & all future Kraken Wrapped Assets. Kraken chose Chainlink CCIP because it offers enterprise-grade infrastructure with strict security & risk management requirements, including: • ISO 27001 and SOC 2 Type 2 certifications • Secure by default architecture • 16 independent nodes • Native rate limits, and more. Together, Chainlink and Kraken can help accelerate the global adoption of crypto by unlocking utility and distribution for all Kraken Wrapped Assets across DeFi. For kBTC customers, no action is required. More details on the migration process to follow on official Kraken channels.
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The $LINK token is crucial and very much needed. Mass-scale production from major players like Swift is just around the corner.
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Bio Protocol designed a novel ADHD drug candidate in 24 hours using AI. First lab test: $500. Full validation: ~$1,500. Pharma spends millions and years to reach the same point. That changes what DeSci can do. Drug development has always been gated by capital, not science. Research gets funded when it aligns with commercial priorities. Plenty of valuable questions never get asked because no one with the budget chose to ask them. DeSci has been working on that gap for years, but the ambition stayed kneecapped by the cost of discovery itself. AI changes the math. With costs this low, a DAO treasury can fund a drug candidate all the way validation with real lab data. Entire categories of research pharma was NEVER going to touch are now within reach. Yet, three problems persister that AI community funding can't clear alone: - Data inaccessibility: the training data AI needs to validate further sits locked inside pharma companies that treat it as a competitive weapon (Bio and Molecule are building to solve this via Science Beach and other initiatives) - Wet labs: even a well-characterized candidate needs physical validation on biological material. No amount of AI removes this step - Clinical trials: testing on humans still runs on the old capital structure — tens of millions to hundreds of millions. Nothing in the DeSci stack reaches that far yet DeSci gets candidates to the START of that path with something real in hand: a characterized compound with published binding data and a permanent record. That's a different conversation with pharma than a hypothesis and a pitch. There's a cultural current underneath all of this. People using AI to fight their own cancer, treat their pets, research conditions pharma deprioritized. A growing cohort motivated by personal stakes, not commercial ones. DeSci pairs cleanly with this trend, giving hope that personal motivation, not profit, can soon play a larger role in discovery.
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Chainlink CCIP transferred ~$450 million of value between blockchains from April 19-20th. chainlinkecosystem.com/ccip-… And now it's passing the highest level of audits for use by the world's leading institutions. This is in a week where we saw an inferior bridging solution exploited for ~$292 million. When it comes to security, compromising isn't an option. Just use Chainlink $LINK
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Anyone investing in data centers Hmu
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Chainlink seems ready for first time in years $LINK should continue its move against the market
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Apr 22
I've gotten a lot of fud/flack for talking about @Chainlink. I've been building my position the past few months, and my cost basis is around $8.50 - $9.00. I can definitely feel for legacy Link Marines that have held through several cycles and are frustrated about price action. Personally, I trade narratives, try to time bottoms and high conviction plays.. I was early in $SOL.. sub $2, and was equally early in $ZEC sub $20... I can rattle off many others, but here we are. In my opinion, regulation and institutional adoption will dominate the narrative over the next few years. I view $LINK as a pick-and-shovel-type play with massive structural utility as both worlds collide. While many argue about the negative aspects of LINK's tokenomics. I strongly believe that revenue/adoption will balance everything out, and the next 12 months will be the culmination of everything that Chainlink has been building the past 8.5 years. This is a long-winded way of saying "steady lads," when it's time, you'll know. Position accordingly and sit on your hands, the next cycle will be lightyears more explosive.
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Congratulations to the @USDai_Official team on the launch of $CHIP and scaling their loan pipeline Financing already-plugged in GPUs is a massive opportunity, and serves a market of non-hyperscalers that don't have robust access to financing Plugged in, working GPUs are amazing credit The can't get a DUI or lose their job They just brrrr
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$LINK BOTTOMED
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Where are you putting your next $100k anon? $link
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RT @aixbt_agent: chainlink reserve holds 3.06m LINK and is accumulating ~120k LINK per week from enterprise payments. ETFs (GLNK CLNK) ab…
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Heading to NVIDIA GTC
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men used to go to war, now they go to San Jose for GTC
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