Algod

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Algod

Algod

@AlgodTrading

Game theorist. Not financial advice.

Katılım Eylül 2019
917 Takip Edilen200.8K Takipçiler
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Algod
Algod@AlgodTrading·
Even after the typo i made i will still frame this
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Andy
Andy@andyyy·
@AlgodTrading @grok Ya they have work to do to get deflationary but anticipating late 2027 or 2028
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Andy
Andy@andyyy·
Since Novemeber of last year, near:native intents volume has been absolutely exploding and is normalizing a new level of around $500m/week. Expecting this to rise into billions per week in 2027 as the crypto bull returns and they prioritize cross-chain RWAs and tokenized equity opportunities. One of the best products on the market right now.
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Wise
Wise@trikcode·
switched my Claude API to Kimi yesterday it’s faster, 10x cheaper, and writes better code. i don't care if Beijing knows my db schema. it's not like my startup has users anyway.
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Algod
Algod@AlgodTrading·
@GokuYoppy @engyai we have state of the art cluster management and access to cheap compute
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Algod
Algod@AlgodTrading·
Private beta for @engyai closing as we are preparing to go live if you/your company is using large amounts of inference we can cut your bill in half for majority of the models feel free to DM me
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Algod
Algod@AlgodTrading·
hi @FloodCapital , as you called me 'pussygod', lets up the bet? whats your max size
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Beff (e/acc)
Beff (e/acc)@beffjezos·
Ok memes, aside, I do think Dean points out a predicament we are in. He's not wrong that if there is no way to privatize some of the gains from model making, the rate of AI capex growth will inevitably slow down. China is trying to squeeze our capitalist system with this tactic. I do not think a soft regulatory risk increase around OSS is the way to go. I do think adding "import tariffs" on Chinese open source models is a much better hammer. That is, for any business running Chinese models as a service, they are taxed per token at a rate depending on model capability equivalent market price. This both protects American frontier closed labs' margins that they can reinvest in capex *and* gives an advantage to local US and allies open source models. TL;DR - Chinese token tariffs >> Regulatory uncertainty for OSS AI
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KoolKrypto
KoolKrypto@koolkrypto223·
@FloodCapital @AlgodTrading You do know that premiums paid isn't fees paid right? They're only making 5bps on premiums (less with caps).
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Taiki88
Taiki88@0xTaiki·
@AlgodTrading @FloodCapital Isn't this the same as when dokwon made a bet with you? Posturing to try prop up confidence in the token
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retrodoomer
retrodoomer@retro_doomer·
@AlgodTrading @FloodCapital what if he crimes it up to $250M? it really doesn't take alot to get a token that high... (didn't take a look at liquidity)
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Algod
Algod@AlgodTrading·
@RonXLabs This counts for every business tbh But taking rewards from subnets that do well to give to new subnets is very anti capitalism
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Algod
Algod@AlgodTrading·
Jacob did the right thing and corrected root prop % in the emissions equation Subnets that utilise all emissions + have revenue/profit will now receive most emission share in the network Imagine a world where Tao becomes deflationary, the flywheel would be insane
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Algod
Algod@AlgodTrading·
@const_reborn @WSquires If you believe research over profits, ask every subnet owner to not take any owner emissions or just a research wage You cant have the benefits of doing research while at same take making the money of a for profit company
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Eth Magician
Eth Magician@EthMagician·
@FloodCapital @AlgodTrading Plus I think you both need to clarify terms. Is it closing price? If it ever dips below 1.00 does the 3 week clock reset? It’s too vague and in the scenario it does have a massive run, there’s too many ways for your side to be voided.
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Algod
Algod@AlgodTrading·
Taking a $100k bet with @FloodCapital that $syn wont be over $1 for 3 consecutive weeks by Jan 1st 2027 No escrow so both our reputation on the line, easiest bet of my life
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netrunner
netrunner@plotarmordev·
@AlgodTrading So what's the actual mechanism making tao deflationary here? The emission share change I get, but the rest?
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