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just talked to the owner of the largest consumer crypto product in the world
- 90m users
- 5% MoM growth
- $0 marketing
- profitable
guess the product?
- 90m users
- 5% MoM growth
- $0 marketing
- profitable
guess the product?
If you can trade it,
there's a market for it.
If there's a market for it,
it'll sit on an order-book soon.
There, I just described the next decade of widespread crypto adoption.
Hope that helps.
there's a market for it.
If there's a market for it,
it'll sit on an order-book soon.
There, I just described the next decade of widespread crypto adoption.
Hope that helps.
Lord, grant me the confidence of a lawyer billing $2.3k/hr for answers @ChatGPTapp spits out in seconds
wow data engineers and scientists are mogged forever
- upload anonymized user actions into GPT
- identify bottlenecks and key drivers of retention
- tweak the product
- iterate till PMF
- upload anonymized user actions into GPT
- identify bottlenecks and key drivers of retention
- tweak the product
- iterate till PMF
Bitcoin macro looks strong right now
1. Bitcoin’s Energy Value just topped $130k for the first time this month; the spot price remains 40% below that level, and it has historically closed that gap over time.
2. Global M2 money supply is still far larger than Bitcoin’s monetary base, and Bitcoin prices have typically followed M2’s moves with a lag.
1. Bitcoin’s Energy Value just topped $130k for the first time this month; the spot price remains 40% below that level, and it has historically closed that gap over time.
2. Global M2 money supply is still far larger than Bitcoin’s monetary base, and Bitcoin prices have typically followed M2’s moves with a lag.
He bought gold at $250. It’s pushing $3,414 today.
Thomas Kaplan’s Electrum Group might end up the GOAT investor of the 21st century.
Thomas Kaplan’s Electrum Group might end up the GOAT investor of the 21st century.
He bought gold at $250. It’s at $3,400 today.
Thomas Kaplan’s Electrum Group might end up the GOAT investor of the 21st century.
Thomas Kaplan’s Electrum Group might end up the GOAT investor of the 21st century.
Who will swerve first?
Trump and Powell are locked in a classic game theoretic model of "chicken," where each must choose whether to swerve or go straight.
Instead of two cars on a collision course, we're risking a deep recession.
Trump can reduce the suggested tariff rates, while JPow can drop interest rates.
Scenario analysis:
1. (2, 2) Powell drops rates and Trump avoids high tariffs. Both receive a moderate payoff.
2. (1, 3) Powell drops rates while Trump imposes tariffs. Trump “wins” more (3), Powell gains less (1).
3. (3, 1) Powell holds rates high while Trump refrains from tariffs. Powell “wins” more (3), Trump gains less (1).
4. (0, 0) Powell refuses to drop rates and Trump imposes tariffs—a worst-case scenario that harms both players.
The question remains: who will swerve first?
Trump and Powell are locked in a classic game theoretic model of "chicken," where each must choose whether to swerve or go straight.
Instead of two cars on a collision course, we're risking a deep recession.
Trump can reduce the suggested tariff rates, while JPow can drop interest rates.
Scenario analysis:
1. (2, 2) Powell drops rates and Trump avoids high tariffs. Both receive a moderate payoff.
2. (1, 3) Powell drops rates while Trump imposes tariffs. Trump “wins” more (3), Powell gains less (1).
3. (3, 1) Powell holds rates high while Trump refrains from tariffs. Powell “wins” more (3), Trump gains less (1).
4. (0, 0) Powell refuses to drop rates and Trump imposes tariffs—a worst-case scenario that harms both players.
The question remains: who will swerve first?
Watching memecoins rebrand to content coins
Is @OpenAI's o3 model agi?
key ways @OpenAI o3 improves on o1
second coolest LLM use case is creating tree diagrams for daunting books
the coolest LLM use case is summarizing in the style of your favorite author or historical figure.
for example:
> explain @eigenlayer's whitepaper in the voice of tolstoy
for example:
> explain @eigenlayer's whitepaper in the voice of tolstoy
Churchill’s father tore into him as a failure in this brutal letter.
It is never too late.
You can always grab the reigns and turn things around.
It is never too late.
You can always grab the reigns and turn things around.
In Italy for 30 years under the Borgias they had warfare, terror, murder, and bloodshed, but they produced Michelangelo, Leonardo da Vinci, and the Renaissance. In Switzerland they had brotherly love—they had 500 years of democracy and peace, and what did that produce? The cuckoo clock.
attention cycles reward extreme short-termism
the smartest minds in the world now spend all day commenting on what drove prices up and down yesterday because they know this will go viral
is there a way to re-engineer global attention spans to be geared towards long-termism?
this seems like one of the great challenges of our time
the smartest minds in the world now spend all day commenting on what drove prices up and down yesterday because they know this will go viral
is there a way to re-engineer global attention spans to be geared towards long-termism?
this seems like one of the great challenges of our time
Wow @vaneck_us thinks that China and Russia have started settling energy transactions in Bitcoin!
Strongest adversary to the USA
sure circle's ipo is momentous, but let's not forget
sharps continue to dump us treasuries.
a storm is brewing.
retail has been the biggest net buyer of long-term treasury bonds since 2021.
they've purchased 60% of all new issuance.
retail dominating marginal inflows is always a canary in the coal mine.
central banks, sovereign wealth funds, large asset managers have record low allocations to treasuries.
a reckoning looms for treasury holders.
financial asset holders (equities, gold, Bitcoin) will weather the storm.
sharps continue to dump us treasuries.
a storm is brewing.
retail has been the biggest net buyer of long-term treasury bonds since 2021.
they've purchased 60% of all new issuance.
retail dominating marginal inflows is always a canary in the coal mine.
central banks, sovereign wealth funds, large asset managers have record low allocations to treasuries.
a reckoning looms for treasury holders.
financial asset holders (equities, gold, Bitcoin) will weather the storm.
Fascinating to watch AI startups compete over who reached $100M ARR faster, while Pump Fun quietly does $600M in revenue in its first year
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