DXNK
905 posts

DXNK
@DxnkLabs
DXNK is the founders' PFP. By @LoopOnChain Join Here: https://t.co/Bz0bZFremY Token Gated Discord: https://t.co/U4C779VNJ9
The Moon Beigetreten Kasım 2021
42 Folgt22.3K Follower
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@LoopOnChain i would have quit and signed up to be a fodder human for elon to send to mars before the rockets are foolproof
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DXNK retweetet

Chamath Palihapitiya is about to pull off the biggest AI trade in history.
A 35,000% return
$10M → $3.5B
How?
He used a strategy he calls Asymmetric Conviction Sizing and it's genius
Here's the story:
First, bookmark this so you don't lose it ✅
Back in 2017, Chamath met Jonathan Ross, the founder of a tiny startup called Groq
Groq was building "AI Inference Infrastructure"
Chamath didn't even know what that meant
No one did
But Jonathan pitched Chamath a story:
AI had two futures.
Either:
- AI stays niche.
- Inference stays irrelevant.
- Groq dies quietly.
Or:
- AI becomes the default interface for everything.
- Inference becomes the choke point.
- And whoever owns inference owns the tollbooth on the entire industry.
There was no clean middle path, the bet was BINARY
Either massive failure, or the biggest win in his funds history
That’s what made it interesting.
If you’re wrong, you lose a check.
If you’re right, you don’t get a “nice return.”
You own a dependency of a trillion $ industry
Chamath loved it and invested $10m
A few years later, reality picked a side.
AI demand exploded.
Training got commoditized.
And inference became the bottleneck everyone was tripping over.
Suddenly Groq wasn’t a science project.
It was the absolute required infrastructure.
8 years later, Nvidia just bought Groq for $20.6B
That original $10M turned into $3.5B
And only after you zoom out do you understand the strategy:
Asymmetric Conviction Sizing is when the outcome is violently lopsided.
Small, capped downside.
Obscene upside if the world breaks your way.
You don’t size it to feel safe.
You size it to matter.
What do you think, is Chamath a genius or did he just get lucky?
If you liked this, please comment & repost to support me! ❤️

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You don’t understand how big the Minnesota Somalian fraud case is until you see the numbers: 😳
• $250,000,000 siphoned from a single COVID meal program
• a small group fraudsters running "soup kitchens" out of tiny offices claimed they served 91,000,000 meals total, one small center claimed to serve 3,000 meals in a single day (statistically impossible)
• The Minnesota government projected their housing medicaid program would cost $2.6M/year but it paid out $100M+ annually instead😳
• Their ICS Medicaid program paid out $4.6m in 2021. Since then, the exact same program has shelled out $400M!!!
• One single "healthcare" provider billed $1.1M and only saw 13 patients total...
• Funds were clearly wired overseas consistently and it didn't trigger ANY alarms
• Multiple “childcare centers” later found with zero people inside
Nick Shirley is a national hero
Nick shirley@nickshirleyy
🚨 Here is the full 42 minutes of my crew and I exposing Minnesota fraud, this might be my most important work yet. We uncovered over $110,000,000 in ONE day. Like it and share it around like wildfire! Its time to hold these corrupt politicians and fraudsters accountable We ALL work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped.
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@LoopOnChain @naval naval has a really good mix of deep philosophy without it being too abstract
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.@naval liked a post I wrote earlier today.
Still processing that for a second.
He’s shaped more of my thinking than almost anyone on the internet.
My favorite idea of his:
“Desire is a contract you make with yourself to be unhappy until you get what you want.”
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He turned $8.4 million into $2.5 BILLION.
Not in crypto.
Not in public markets.
And almost nobody understands how.
His name is Chris Sacca.
Most people see the cowboy hat and think “clown.”
But Chris Sacca’s fund, Lowercase Capital, is quietly one of the greatest venture funds of all time.
Fund size: $8.4M
Returned: ~$2.5B
Net multiple: ~300x
(wtf)
But the interesting part isn’t the returns.
It’s how he got them.
Sacca didn’t act like a polished VC.
He acted like a maniac.
1. The Cowboy Strategy
Sacca looks like a fake cowboy.
Not by accident.
Once, on the way to a speech, he ran out of clean clothes and bought a cowboy shirt off a discount rack at an airport.
It was 80% off.
But he realized something:
People lower their guard when they think you’re "a dumb cowboy."
So he leaned into it.
Looking unserious made people underestimate him.
That was the edge.
2. The “Twitter Raid”
Early Twitter employees were asset-rich and cash-poor.
Sacca found them in SF bars.
He bought their vested shares for cash so they could pay rent
By IPO day, he owned ~18% of Twitter
And made over $1B on IPO day
3. The Uber Hijack
Uber needed the domain “Uber dot com.”
Universal Music Group owned it.
Sacca didn’t complain.
Didn’t wait.
He personally negotiated the deal.
He wasn’t even on payroll 😂
So yeah.
Maybe there’s a lesson here.
Or maybe the lesson is uncomfortable:
Act weird.
Move aggressively.
Exploit blind spots.
And don’t confuse polish with competence.
Because sometimes the guy in the cowboy shirt…
…is the deadliest one in the room.
I put a lot of effort into these posts and a comment is the best way to support me!

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All of the smartest people in the world are quietly telling you the same thing today:
• Garry Tan (CEO of y-combinator):
“Intelligence is on tap now, so agency matters more.”
• Elon Musk: “Good point.”
• Andrej Karpathy (former head of AI at Tesla):
“Agency > Intelligence.”
• Tobi Lütke (CEO of Shopify):
“This seems correct. With massive implications.”
Different people.
Different incentives.
Same conclusion.
Here’s the shift you NEED to internalize if you want to remain relevant:
Intelligence is no longer scarce.
You can rent it.
Prompt it.
Spin it up on demand.
But agency, the willingness to decide, act, take risk, and own outcomes, is still rare.
And capitalism doesn’t reward effort.
It rewards the scarcest useful input.
For decades, we trained people to optimize for intelligence:
Test scores
Credentials
Resumes
“Being smart”
That worked when intelligence was expensive.
AI just flipped that equation.
Now the bottleneck is:
Who decides?
Who acts?
Who ships?
Who takes responsibility when it breaks?
Two people can have access to the same AI.
One builds something.
The other explains why it won’t work.
Same intelligence.
Different outcomes.
That gap is agency.
This is why the people closest to leverage — founders, operators, builders — are all nodding at the same idea today.
They’re not celebrating intelligence.
They’re selecting for initiative.
If intelligence is abundant…
and agency is scarce…
Ask yourself honestly:
What are you optimizing for?

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@LoopOnChain bitcoin is the only asset that matters and it's experienced a structural sell wall for the last 2 months
expires 12/26 though
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Rob Hadick (Managing Partner at Dragonfly Ventures) was on Squawk Box this morning and it's a MUST WATCH 👀
Here’s the simple, no-BS summary of what he actually said:
(@HadickM from @dragonfly_xyz)
• Bitcoin hasn’t had a great year, but zoom out:
BTC is ~+26% since pre-election 2024 and ~2× over 2 years. Not a “crypto winter.”
• Dragonfly isn’t ideological.
They invest across BTC, ETH, SOL, DeFi, stablecoins, prediction markets.
The bet is on future financial infrastructure, not one chain.
• His base case: 2026 looks constructive for crypto.
Macro tailwinds + better monetary policy + real adoption.
• Stablecoins are already working.
~3% of all cross-border payments now use stablecoins (up from ~0%).
He expects another 10× growth.
• Prediction markets are early — but massive.
Polymarket went from $50M/month to **$4B/month** in volume.
Only ~35–40% is sports. TAM bigger than sports betting.
• ETH vs SOL isn’t VHS vs Betamax.
They both survive.
ETH = where value lives.
SOL = where trading happens.
Different chains for different use cases.
• Tokenization is the real long-term unlock.
Everything that has an outcome can live on-chain.
• More blockchains will emerge.
Dragonfly is already backing new ones (ex: Monad).
Innovation isn’t done.
Bottom line:
Crypto isn’t about “number go up.”
It’s becoming the plumbing of global financial markets.
Anything you agree or disagree with? 👇
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@LoopOnChain does this mean i've out traded James Wynn this year (I haven't traded this year)
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Meet James Wynn
He turned $7,000 into $25,000,000 on PEPE.
Then lost $100,000,000 trading leverage.
On-chain.
In public.
Like reality TV.
This is the craziest trading story I've ever written about 🧵
Here's the story of the most insane trading arc in crypto history:
It started quietly.
In 2023, James threw $7.6k into PEPE after someone in a trading group mentioned it.
Nothing fancy.
Just a degen bet.
But he didn’t just hold.
He worked the trade.
Rallied the community.
Posted constantly.
Became part of the lore.
Rallied PEPE from a $600k market cap to $10b
For over a year, he was known as the “degen king.”
In 2024, he sold for a massive gain
Profit: ~$25M.
Career trade.
Legend status.
Game over, right?
Wrong.
That’s when he discovered Hyperliquid (uh oh)
March 2025.
James deposits $4.65M USDC.
Then he starts trading like a maniac.
Aggressive leverage.
Huge size.
No fear.
BTC.
Memecoins.
Swinging positions most people wouldn’t touch.
Two months later?
That $4M became $87M.
At this point, crypto Twitter was obsessed.
People tracked his wallet like it was live sports.
Then he did it.
The bet of all bets.
$1.25 BILLION notional BTC long.
40x leverage.
Entry around $108k.
Everyone was watching.
Everyone had an opinion.
No one could look away.
And then… it broke.
In just 4 days, the account bled out.
Down $99,000,000...
By May 31st?
His balance: $23.
Not $23 million.
Twenty-three united states dollars.
James vanished.
Left X.
Total crashout.
People thought it was over.
It wasn’t.
October 15th.
James comes back.
Deposits $200,000 into Hyperliquid.
Immediately starts trading 25x leverage again.
Schizo? I mean yeah
Within ONE DAY…
He’s down $5M.
One day.
Same behavior.
Same aggression.
And still... he hasn’t stopped.
James is active again.
Posting calls.
Trading leverage.
No apologies. No reset arc.
Just pure, unfiltered conviction.
So here’s the real question:
Is James Wynn the most entertaining trader crypto has ever produced?
Because whether you love him or hate him,
you can't stop watching.
If you liked this, these take me a long time so share and hit all the buttons!

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Jake Paul just got his jaw shattered and teeth knocked out by Anthony Joshua. Round 6 KO.
Internet is feasting: "clown exposed", "career dead", "finally humbled"
Meanwhile he's out-trading you 10,000x: 🤣
• Ramp: $40m → now $32B (800x)
• Olipop: $200m→ now $1.85B (9x)
• Cognition AI: $2B → $10.2B (5x)
• Anduril: $8.5B → $30.5B (4x)
• Chronosphere: $70m → sold for $3.35B
Also an investor in these btw:
- Cluely
- Manifold
- PolyMarket
- Anduril
- OpenAI
Backed by Marc Andreessen and Chris Dixon.
So yeah.
While you roast him for getting folded in the ring…
Jake is literally stacking generational money in AI and tech.
RT if this just ruined your day 🤣
Tell me: is he a genius or just lucky?

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