Always grinding and building
Joined October 2009
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- Following 1,682
- Followers 3,616
- Likes 17,147
461 Photos and videos
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Sunday Grind!
Building a new primitive to meet the new demand and realities of the market…
Excellence takes time but with the right focus and team we will win together 🤌🏻
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Jun 6
Interesting note from @novogratz on privacy. Not if but when users and businesses start requiring privacy for things like patient health information, AI companies will expand their services and sell privacy as a feature.
Curious how @ErikVoorhees and $VVV will be able to compete?
Bitcoin is bleeding; the most important IPO moment in market history, with SpaceX, Anthropic, and OpenAI all heading to public markets simultaneously; why the data center buildout is falling dangerously behind schedule; Bernie Sanders' plan to give the government a 50% stake in every major AI company in America, and so much more in today's episode on All Things Markets (@AllThingsMkts) with Mike Novogratz (@novogratz) and me. (@SALTConference)
Watch on X, YouTube, or Spotify, using the link in the comments below.
Timestamps
0:00 Novo and Mooch are back!
0:45 Jobs report: Why is the economy so resilient despite every headwind?
2:11 If you knew everything coming, would you have predicted Bitcoin down 50%?
4:57 Relative Strength Index (RSI) explained
5:55 Is the Bitcoin thesis broken?
8:21 Anthony's Bitcoin position
10:23 The story of 3 IPOs: Anthropic, SpaceX, and OpenAI
12:17 Bernie Sanders "A.I. Is a Public Resource. You Should Own Half of It."
15:40 Galaxy’s data center and what it all means
18:18 The K-shaped economy problem and America's tale of two cities
21:22 Bullish or Bearish 1: Bernie Sanders' AI fund gets serious Senate traction
22:10 Bullish or Bearish 2: The AI energy trade outperforms chip stocks in the second half of 2026
24:24 Bullish or Bearish 3: Bitcoin trades down into the $50s before it gets back into the $70s
27:18 Bullish or Bearish 4: The U.S. enters a recession before year-end
28:03 Bullish or Bearish 5: The Knicks win the NBA Championship
29:46 Novo's story about his father
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Jun 6
Here's my high-level thinking on markets. I focus on $BTC because it tends to set the momentum for everything else.
When BTC was pushing ATH, I knew we weren't at the bottom and it was painful to sell, which meant it was probably a good time to take some off the table.
Now that it's hovering around $60k, I know we're not at the top and it's painful to buy, which means it's probably a good time to start adding to your bags. Never sell or buy your entire bag in one go; take a few months to build your position.
Markets don't have emotions, so keep yours in check. The lower we go, the more bullish I get.
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Jun 5
Friday night thoughts
We really need to grow up as an industry. The fact that well-known people were shilling $ZEC, $NEAR and other tokens into the tens of billions in valuation, simply to dump on retail, is a complete joke.
IMO what we're experiencing is typical market cycle trends on steroids, due to way too many teams trying to pump and dump on retail with the token as the product, alongside record-breaking IPOs sucking in billions of dollars of capital. We need help from @cz_binance and @brian_armstrong to hold founders and teams accountable.
For those who can remain solvent, the next six months will create generational wealth, but it’s going to be very choppy and days like today will be extremely painful.
I’m also well aware of community members who are going to be upset with the performance of $REZ and share nasty comments. I hear you all, and it’s the worst feeling in the world. I know because I’m personally one of the largest holders of $REZ and have a significant amount of my net worth invested in the project. Alongside the Foundation, which holds roughly 35% of all circulating $REZ, we have been increasing our position, all of which is transparent and verifiable onchain.
I’m betting on myself and the team to navigate these difficult markets, not only crazy price movements but more importantly shipping successful products that meet the demands of shifting markets.
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Jun 2
Stop looking back. This cycle isn't like the last.
We aren't waiting on black swans, we're watching a massive shift in fundamentals and real-world adoption. If you’re still here, you win.
The @RenzoAI team is locked in on building the products that will define this next wave of unprecedented growth.
Forget the old playbook. Position accordingly. 🤌🏼
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Jun 1
Happy 3 year anniversary to the @RenzoAI!
We built restaking with one non-negotiable: security.
3 years later, that same foundation is what will power the Agentic Future. Grateful for the journey so far, and incredibly bullish on what’s next. Let's keep building
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May 27
I have to apologize to a lot of people 🙏🏻
1. I breathe and sleep @RenzoAI — literally an obsession — and therefore I’m biased and very bullish.
2. It’s really hard to build great products and services, and although we’re making very good progress, I underestimated how long it would take us to share something I’m proud of.
3. As nice as it would be, we don’t control the token price, but we’re doing our best to be a net positive.
We’re doing everything possible to build a business in a high-growth category while being transparent on the token side.
My focus going forward will be to talk about growth and product.
Thank you for your trust.
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May 26
Renzo summer 🌴
May 25
Looking forward to Bitcoin Summer. 😎
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May 25
Pray for this guy trying to desperately cover his shorts 🙏🏻
hypurrscan.io/address/0x7717…
May 25
All the short term paper hands sold to diamond balls 🤌🏻
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May 25
All the short term paper hands sold to diamond balls 🤌🏻
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May 25
The initial wave of AI agent hype (like meme-adjacent AI bots) will inevitably cool down as the novelty fades. The long-term, trillion-dollar opportunity is building the plumbing programmable finance, autonomous agent-to-agent settlement, and micropayments that allows millions of autonomous AI agents to legally untether from humans, hold their own assets, and transact independently. 🤌🏼@haseb
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May 23
We're focusing on the biggest problem by leading from the front..can't wait to share details with ya'll and launch the proof of concept 🤌🏼
AI needs crypto for native payments.
Crypto needs AI for utility.
What’s the biggest missing puzzle piece keeping crypto from becoming the default settlement layer for AI agents?
Sound off 👇
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May 23
Fml I’m under allocated buttholes 🤦🏼♂️
I actually think these are massively underpriced and the greatest pfp's to exist. Issue is no one will sell theirs and there are only 5. I own one and will not let you prise it from my cold dead hands....
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