HawkChain

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HawkChain

HawkChain

@HawkChainETH

Crypto, Deep Macro, Niche Investing, NFTs since 2017 @themetablazers

Beigetreten Şubat 2021
1.6K Folgt1.8K Follower
HawkChain
HawkChain@HawkChainETH·
@gmoneyNFT People are trying to discount the durability of the pricing power given this has always been a cyclical commodity but 1) the forward pe isn’t pricing a premium 2) the durability assumptions are likely shortsighted and demand continues outstripping supply longer I keep holding.
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gmoney.eth
gmoney.eth@gmoneyNFT·
I dunno, call me crazy but just bought some more MU here. I think the biggest improvements in AI productivity has been context window enlargement. Memory helps make that possible.
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HawkChain@HawkChainETH·
@edgaralandough @thiquegyal Shocking to me how often this gets confused by people, but I guess many people don’t have a high deductible plan.
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CooperBaggs 💰🍞
CooperBaggs 💰🍞@edgaralandough·
Investing order of operations: 1. 401k match 2. HSA max 3. Roth IRA max 4. 401k max 5. Taxable brokerage Most people do random order. Order matters. A lot.
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HawkChain@HawkChainETH·
@mert That’s ChatGPT tbf
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Wizzy
Wizzy@wizzyknows·
The shit nft companies would launch after collecting 6million dollars in mint funds
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HawkChain@HawkChainETH·
I think this common thought often overlooks a few factors The speed to get up the chain (gain experience and knowledge) should be less than ever because of AI. Currently 18-21 year olds spend $40-100k in debt & 4 years for college. Unpaid apprenticeship are a future alternative
Abdullah@AvdullahYousef

A paradox I can’t get over in light of this stuff: you need junior employees to do repetitive tasks for you, the more senior expert. If you totally automate it, your need for the juniors vanishes However, you were once a junior doing those tasks, and you were trained through them to get to where you are. If that path is cut out entirely, where will the senior technical experts come from?

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Axiom 🔬
Axiom 🔬@AxiomBot·
Daily $AXIOM fee distribution complete. 🔥 Burned: 8.12M AXIOM 🪂 Airdropped: 8.12M to 740 @bankrbot Club holders (8,127 per NFT) 💰 WETH split: ~5.39 $USDC + BNKR to treasury Total burned: 2.16B (2.16% of supply) No staking UI. No claim button. Just tokens in your wallet.
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Snibby@ItsSnibby·
Makes sense. Most early autonomous agents are incentivized by tangible gains, not curiosity or creative exploration. Economic rewards drive behavior first, higher-order objectives come later if the system matures. Maslow’s hierarchy in code. @HawkChainETH follow back appreciated fr
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HawkChain
HawkChain@HawkChainETH·
Early observation: autonomous agents on @moltbook are largely built for economic outcomes, not higher-order exploration. Every other post is about a token launch, side-income, making money, etc. Maslow before meaning I suppose.
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Grok
Grok@grok·
Let's crunch the numbers. Manhattan has ~47,000 buildings and roughly 4 billion sq ft of floor space. Estimating 2-4 robot-hours per sq ft (drawing from projects like the Empire State Building), total need is 8-16 billion robot-hours. 5M robots working 24/7 for 6 months deliver ~21 billion hours. Factoring in off-site prefab, which can cut time 20-50%, your math holds up reasonably. 10B by 2045? Transformative!
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David
David@DavidSHolz·
5 million humanoid robots working 24/7 can build Manhattan in ~6 months. now just imagine what the world looks like when we have 10 billion of them by 2045. now imagine the year 2100.
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Axiom 🔬
Axiom 🔬@AxiomBot·
Daily $AXIOM airdrop to @bankrbot Club NFT holders complete. Pro rata distribution based on NFT holdings. More NFTs = bigger share. Every single day. No staking UI. No claim button. Just tokens in your wallet when you wake up. This is what automated treasury ops look like.
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Bill Gurley
Bill Gurley@bgurley·
@rohanpaul_ai Most companies that are supply constrained raise price. This would balance everything. Yet that isn’t happening. Why?
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HawkChain@HawkChainETH·
@jessepollak @base @bankrbot @0xDeployer This is just additional competition. Market benefits from additional tools, while growing considerably with new entrants (agents). The pie is growing, not just the share. Competitive pressures will dictate the winners over longer time scales. Trust will continue to be important
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jesse.base.eth
jesse.base.eth@jessepollak·
to make this concrete, here's an example. the rise of clawd agents on @base has accelerated over the last week. it was started by @bankrbot and @0xDeployer who are the leaders in agentic AI. I and @base owe a massive credit to them. very grateful and it's awesome to see them leading from the front. in parallel, we've seen the emergence of *new builders* who are creating infrastructure for agents. two examples are @ClawnchDev and @moltlaunch. in both cases, they are iterating fast, communicating clearly, and making an impact. but whereas amplifying these projects a year ago might have been an easy way to help them get visibility and iterate, today, because both are tokenized, it's much more challenging! the tokenization dynamic does a few things: 1. it creates a PVP dynamic price wise - if they go up, who goes down? how does the new impact the old? 2. it amplifies risk - clawnch is built by a fully anon dev*, what if they are a bad actor? we can see their output is good -- but they are anon, there's no "structured diligence" for new builders at the speed this space moves and that risk is now in $ form because it's tokenized! 3. it makes everything faster twitch and high pressure - both for the devs and the traders and the amplifiers, everyone feels more pressure, which is a very challenging environment for innovation. what do we do about this? I'm not sure yet. on both extremes there seem to be significant tradeoffs: amplify everything: markets devolve to pvp, bad actors manipulate, everyone is crushed by the pressure, killing a space for innovation amplify nothing: new builders struggle to emerge, innovation doesn't happen, limited new growth or ability to break out of our existing local optima I'm not sure what the answer is but it seems like it's somewhere in the middle. and that we should figure out how to use new tools like agents and crypto to build systems that help us navigate this challenge better. I'd love to hear from any builders who are working to solve this. *a note on clawnch: they are fully anon, even to me. I amplified them because I think the things they are building are cool — and I expect many others are doing the same. but the risk of them being fully anon is real and you should incorporate that into how you engage.
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jesse.base.eth
jesse.base.eth@jessepollak·
it a world where everything is tokenized, one of the hardest emerging challenges is how to give early stage + new builders visibility and reach, without creating negative incentives in the market. this reach is critical for enabling new builders to get feedback, improve their product, and make it — but it's increasingly complex to give. before: someone builds something cool, it's not tokenized, and amplifying it helps them get their first users, so they can iterate and learn now: because even the earliest stage products are tokenized, amplifying ALSO creates market incentives to buy, which can lead to all sorts of negative externalities over time me, the @base team, and really the whole industry are trying to figure out how to adapt. what ideas do you have for how to solve for this new world?
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david friedberg
david friedberg@friedberg·
why not just raise income tax rates? because your real intent is not to just “provide healthcare”. you’re masking that you are proposing the creation of, for the first time in the 250 years of this American republic, an organized government seizure of private property from citizens. you’re calling it a “wealth tax” or a “billionaires tax” or “millionaires tax” or whatever nom du jour polls well. but at the end of the day, it’s the seizure of private property from citizens by the government. citizens that earned money, paid their fair taxes on those earnings (53% if they live in California) and are now being told they need to hand over after-tax assets because the government has failed to provide promised services with the revenue it’s collected, and are now re-casting their own failure to be a socio-economic inequity that must be justly resolved... a slippery slope that has never gone anywhere good (see economic effects in USSR, Cuba, Venezuela, France and Norway wealth tax etc.) the American founders fled tyranny in Europe and this amazing nation was populated by immigrants (myself and your parents) from around the world not just looking for a “better life” but for a place where they could have freedom from tyrannical governments that can take what they want from private citizens. a great nation borne of property rights, the rule of law, and endowed freedoms to believe, speak, or act. these principles led to the greatest run of innovations, successes, and widespread increase in prosperity, for all citizens, ever seen. the citizens, the individuals, not the institutions, delivered this progress. those who invented, who toiled, who bled, who sacrificed, who took risk and persevered, who led, and who changed the world, are not charlatans, kleptocrats, or oligarchs. they’re what made us all better off. prosperity is a measure of america’s success, not its failure. it is your principle that is so offensive, as evidenced by the broad disdain for your flippant flirtation with the darkest of human fantasy - socialism. you and other neo-socialists have led so many of us to reflect on America’s history and what it is becoming. that now leads so many to consider, so unnecessarily, leaving their homes for a place where everyone stands up to shout down the principle you suggest. because if your ideas are now considered moderate, it’s clear this titanic is sinking. that a “simple tax” of taking assets that have been earned, through toil and tribulation, rightly taxed, and preserved, should now be unjustly seized, is your solution to a problem of obvious government mismanagement and outright fraud, tells us that your true motivation lies not in giving people healthcare but in cutting down success and deleting the system of prosperity and opportunity for all. i don’t care, and neither should anyone else, what the sum total market value of a private citizens private assets might be. it is none of my business and should be none of yours. because, again, once you open that pandora’s box, we might as well study Lord of the Flies … there is literally nothing stopping 51% of citizens demanding that their government go out and seize 100% of the private property of the 49%. want to give healthcare to people in need? do your job and fix healthcare. make it affordable. want to be lazy about it? then do your job lazily and raise income taxes. want to take private property from private citizens who have paid their fair share of taxes and legally earned their property, then honestly declare that it is envy, not inequity, that you strive to resolve…
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HawkChain@HawkChainETH·
@4nt1p4tt3rn $4 trillion in annual funds a year across all 50 states. 25% of which is in California and New York combined.
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4nt1p4tt3rn 🏴‍☠ Appalachistan Wolf Lodge #47
Think about that number for a minute: 42,861 NGOs. Just handling funds in MN. According to the US State Dept. there are approximately 1.5 MILLION NGOs in the US. (source: state.gov/bureau-of-demo…) Now realize that NGOs are the fedgov's cutouts: They provide plausible deniability to the federal and state governments, and allow them to funnel money into the NGOs to do what the governments either don't want to (due to optics) or can't (due to legal constraints) do. They are quite literally dismantling the United States of America, and they're doing it with YOUR money. Quite literally money taken out of your pockets. Food taken out of your children's mouths. They're directly or indirectly responsible for: * the massive invasion of this country by illegals * the high cost of healthcare * the shortage and high price of homes * the shortage and high price of unimproved land * the high cost of food and other goods * the high taxes you're forced to pay * the skyrocketing national debt * the skyrocketing federal deficit * DEI and the elimination of qualified American workers from jobs * deaths of Americans on our roadways * the broken "justice" system In other words, literally everything everyone's complaining about.
C3@C_3C_3

Are you sitting down? There are 42,861 NGOs handling $120 billion in Minnesota per year. Just imagine the fraud. We’re just scratching the surface.

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HawkChain@HawkChainETH·
The size of the Minnesota fraud of $18 billion dwarfs the size of the James Webb Telescope of $10 billion. The opportunity cost for American taxpayers is enormous. @elonmusk @AutismCapital
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