cyber nomad. great day to contribute to the data lake. vibecoding arc
Joined September 2021
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- Following 43
- Followers 10,701
- Likes 6,719
111 Photos and videos
what if strc isn't just a "ponzi" but rather the first of many yield instruments that the rich will migrate into during ai age
corp bonds tbills real estate
into
btc bonds graphics cards/hardware yield
makes sense to me, the old yield ponzis seem like they are on their last breath to me. and ask yourself, do you trust the foundations of the old yield ponzis more (us corps, us gov, us birthrate gdp expansion) or do you trust the foundations of the new ponzis more (immutable code, transportable bearer asset, ai demand)
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i think saylor and usdai/chip are frontrunning this, and i do think it takes decades for this to play out but i don't think investing in strc is as dumb as it seems on the surface
might be smart actually
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"wow jolly nobody cares about data throughput in the ai age and we definitely don't have increased ai research capabilities that will identify these asymmetric info gaps faster than past cycles"
100x the speed
30x the capacity
already 1/4th of daily data posted
and you can own it at 1/600th of the price
H I G H E R
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100x the speed
30x the capacity
already 1/4th of daily data posted
and you can own it at 1/600th of the price
H I G H E R
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-swept liquidity at lows
- blobs uponly since beginning of this year
- recent weekly txn activity highest since 2024 (when tia was $5 )
- funding negative, chumps shorting perps while spot is getting bought
H I G H E R
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gm once again to all of the tia enjooyers who added to their position with me at the bottom about a week ago
hardest part is behind us, now just a few months of patience remaining!
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Jun 12
whats the current moby or catchmint?
all old tooling from previous cycles is defunct, can't find anything still live
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Jun 10
log scale is a great way to add more visual downside to the chart!
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Jun 9
geohot.github.io/blog/jekyll…
essential reading from @realGeorgeHotz . now more than ever, every interaction intentional, every meal intentional, every conversation intentional, every moment intentional. every moment holy.
the choice between agency and death is now not later
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Jun 9
the longer we consolidate here the more likely the bottom is in
v shaped recovery would be more bearish imo, at least based on past bottom fractals
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Jun 8
insane to me that nobody has built a decentralized way to contribute inference from opensource models that can run on consumer gpus
all u gotta do is transition from "consumer crypto mining" -> providing inference
i've seen nobody do it yet. someone ship please
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Jun 8
consolidate the decentralized inference -> provide it on openrouter -> take 1% fee -> print millions
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Jun 8
gm to all of the bottom buyers
do u smell that in the air? apathy
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Jun 6
methinks the zec enjooyers will be forced to rotate to rail or xmr
and rail chart > xmr chart currently
(yes i am a railgun enjooyer)
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Jun 6
ive been swing trading railgun for some time, but recently swapped all my eth for railgun when i realized it had 3-5x the upside and roughly the same downside
i think privacy meta keeps kicking, and the ai x eth meta will be later this cycle, not early (still love eth)
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Jun 6
GPUs and ammo are the perfect bearer asset barbell and I think they both outperform equities on a 5 year time horizon
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Jun 6
terrified of not getting filled at the level I want
once in a lifetime opportunity
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Jun 6
i imagined not adding to my position at the pico bottom and how terrifying that would be, so i swallowed 2% mae from my target
oh well, better to chase than be left behind i guess
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Jun 6
BTC PICO BOTTOM PRINTS ON THIS WEEKLY CANDLE- bottom is already in or will be in within next 43 hours
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Jun 6
don't listen to ansem 40ks are a pipe dream
btc bottom is somewhere between 55-60k
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