Ale𝕏andre Kaufmann

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Ale𝕏andre Kaufmann

Ale𝕏andre Kaufmann

@AlexandreRK79

Professional equity investor. Not financial advice.

Zurich, Switzerland Joined Temmuz 2023
292 Following395 Followers
Adam Back
Adam Back@adam3us·
@BitQad british not american btw. and half swiss.
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Dr. ₿itQad
Dr. ₿itQad@BitQad·
It's kind of messed up how people automatically assume Satoshi Nakamoto isn't a black, but they'd think he's someone like @adam3us, who's clearly a white American, not even a Japanese. 😏
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Dwarkesh Patel
Dwarkesh Patel@dwarkesh_sp·
I asked Jensen, why don't you just become a hyperscaler yourself (rather than funding different neoclouds)?
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Ale𝕏andre Kaufmann
Ale𝕏andre Kaufmann@AlexandreRK79·
@chamath @Jason @markjeffrey does the "Secret Sauce" argument against Bittensor $TAO really hold up technically? Miners can run proprietary, closed-source models and still get paid based on output quality no?
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Ale𝕏andre Kaufmann
Ale𝕏andre Kaufmann@AlexandreRK79·
@BarrySilbert @evert_scott Securing a global, permissionless ledger is arguably the most useful work in crypto. $TAO entusiasts do not need to “reduce” $BTC miners’ utility. We can appreciate the security of PoW and the value of PoI (Proof of Intelligence) at the same time 🤝
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Simi🦋🇺🇸
Simi🦋🇺🇸@Simi_2210_·
If you solve this, you’re different Can you solve ?
Simi🦋🇺🇸 tweet media
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Finance Freeman 🇺🇸
Finance Freeman 🇺🇸@FinanceFreeman·
🚨 Bittensor should have seen this coming tbh. “I came to the @opentensor looking for a payday” - @DistStateAndMe $TAO will recover, but this will hurt & things are always obvious in hindsight @const_reborn will make the changes needed I believe Wow
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Michael Saylor
Michael Saylor@saylor·
@elonmusk Agree. 13,549 pages across 11 volumes. Every page is worth reading.
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Ale𝕏andre Kaufmann retweeted
Nina Deer
Nina Deer@longdepzai_n·
Class is more powerful than any trophy
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R.L. ₿ryer
R.L. ₿ryer@rBryer23·
I finally went down the Bittensor rabbit hole. 🐇🕳️ I get why people are hyped. Some are saying $TAO → $3,000 by 2026. Let’s look at a slightly longer horizon: 2028, factoring token inflation. Current: 10.81M TAO → $3.51B market cap 14M TAO circulating: $1K → $14B Network Value $2K → $28B Network Value $4K → $56B Network Value $10K → $140B Network Value $20K → $280B Network Value For perspective, $ETH hit $136.7B in 2018 and it was really only a place to launch ICOs. There wasn't even DeFi as we know it yet, that came in 2020 with Compound and yield farming.
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Ale𝕏andre Kaufmann retweeted
Blockstream
Blockstream@Blockstream·
Quantum computers could eventually break Bitcoin's current signature schemes, threatening coins in certain address types. But preparation beats panic. @blksresearch, cited seven times in the latest @GoogleQuantumAI paper, has been laying the foundation for quantum resistance. SHRINCS post-quantum signatures are already live on @Liquid_BTC. 🧵👇 blog.blockstream.com/blockstream-re…
Blockstream Research@blksresearch

Google Quantum AI released a paper exploring quantum threats to cryptocurrency, citing Blockstream Research work on post-quantum cryptography. Here’s what we’re building to prepare Bitcoin for quantum computers, using @Liquid_BTC as a production-grade sidechain and prove upgrades before they are considered for Bitcoin mainnet. 🧵

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Adam Back
Adam Back@adam3us·
@Pledditor @projecteleven @blockstream @blksresearch has 20 person applied cryptography/security team working on this basically full time, you can see that from the pace of R&D output, implementations, BIPs. it's just insulting and FALSE to say bitcoin protocol researchers are "not doing anything".
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Ale𝕏andre Kaufmann
Ale𝕏andre Kaufmann@AlexandreRK79·
@adam3us @TheGuySwann the problem is wall street will continue to be worried about it … and that means slower adoption. We need to solve quantum FUD, not quantum, and the only way is to make it resistant (even if we don’t need to).
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Adam Back
Adam Back@adam3us·
@TheGuySwann if you pretend no error correction is ok (cheat run it 100,000 times to look for the most selected answer in the noise - which obviously doesn't scale!), i think the current world record for quantum computers is 21=7x3. even then some dispute if they cheated in other ways also.
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Guy Swann
Guy Swann@TheGuySwann·
So guys... has anyone successfully factored a randomly chosen 2 digit number with a quantum computer yet? Because every time i go looking, the answer has been "no."
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Ale𝕏andre Kaufmann retweeted
CZ 🔶 BNB
CZ 🔶 BNB@cz_binance·
Saw some people panicking or asking about quantum computing's impact on crypto. At a high level, all crypto has to do is to upgrade to Quantum-Resistant (Post-Quantum) Algorithms. So, no need to panic. 😂 In practice, there are some execution considerations. It's hard to organize upgrades in a decentralized world. There will likely be many debates on which algorithm(s) to use, resulting in some forks. And some dead project may not upgrade at all. Might be a good to cleanse out those projects anyway. New code may introduce other bugs or security issues in the short term. People who self custody will have to migrate their coins to new wallets. This brings to the question of Satoshi's bitcoins. If those coins move, then it means he/she is still around, which is interesting to know. If they don't move (in a certain period of time), it might be better to lock (or effectively burn) those addresses so that they don't go to the first hacker who cracks it. There is also the difficulty of identifying all his addresses, and not confuse with some old hodlers. Anyway, it's a different topic for later. Fundamentally: It's always easier to encrypt than decrypt. More computing power is always good. Crypto will stay, post quantum.
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Ale𝕏andre Kaufmann
Ale𝕏andre Kaufmann@AlexandreRK79·
@alojoh thank AJ. Until now Meta was protected by laws that said social media companies aren't responsible for what users post. The recent lawsuits bypassed that by focusing on design, not content. How do you think about the “end of the section 230 shield”?
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AJ Investment Research
AJ Investment Research@alojoh·
Our Weekly Investor Update Is Now Live: Big Tech + AI Stocks We just published our latest research covering Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Tesla, Palantir, AMD, Oracle, Broadcom, TSMC, Micron. In this report we show: ✅ Implied upside from our proprietary framework ✅ Trading performance vs historical signals ✅ Updated valuation ✅ Earnings & growth regression analysis ✅ Current BUY / SELL signals This update is part of our subscriber research. Full thread here 👇 x.com/alojoh/status/…
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