BLW

119 posts

BLW

BLW

@BLWONX

Katılım Mayıs 2024
0 Takip Edilen5.5K Takipçiler
BLW
BLW@BLWONX·
the best investment opportunities in AI are still in stealth, where access to these deals is half the battle the edge in identifying good projects is understanding the gaps in data, infrastructure and tooling to separate genuine innovation from narrative driven hype as an investor you either align yourself with individuals at the forefront of ML or funds that are properly calibrated for this
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BLW
BLW@BLWONX·
as AI continues to accelerate, the decline and replacement of traditional saas businesses and legacy fund managers, will give many opportunities for AI developers and investors major opportunities exist to those that can identify fragmented legacy businesses and modernize them using AI
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BLW
BLW@BLWONX·
so much public sentiment was convinced for months that a top was in for gold, that btc is rangebound or that ai is hitting a wall the real question one should be asking is what happens when the control of gold, btc and the systems to develop powerful ai are all housed under one roof
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BLW
BLW@BLWONX·
the real intersection between crypto and ai has yet to happen, but the transformative impact of ai in all aspects of human life is very real and moving rapidly those that are able to filter the slop and gain access to legitimate ai projects and founders will unlock asymmetric upside opportunities, similar to that of crypto in its early stages
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BLW
BLW@BLWONX·
major banks allowing crypto as collateral begins the new frontier of expanding the crypto ecosystem to mainstream retail, with full marketing of crypto products and services never seen before what starts as a major tailwind for years to come will also result in the biggest financial crisis the world has ever experienced
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BLW@BLWONX·
markets continue to be overly focused on what they perceive to be negative actions taken by china with respect to btc, to try and explain the reasons why gold has been outperforming, failing to understand that china has one major goal which is de-dollarization rest assured that any public data estimating china's gold or btc holdings are grossly undervalued, the stakes at hand are higher than what the public understands
BLW@BLWONX

with gold at ath, the accumulation does not stop and will be no different for btc as it accelerates up few understand the global politics at play that make btc much more than just a hedge or tradable asset

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BLW
BLW@BLWONX·
it should be obvious that the days of independent crypto native cex platforms are numbered, shown by majority of founders starting to head for exits via ipos, mergers or other buyout strategies - resulting in the demand and focus of dex platforms those overly concerned with initial issues of new platforms overlook that a dedicated mascot with unlimited financial and marketing resources can quickly build a leader in the space
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BLW
BLW@BLWONX·
@Ronangmi never put all your eggs in one basket
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Ronan
Ronan@Ronangmi·
@BLWONX ah yes saw this and agree this is likely path forward, however my expectation has been that existing products will be amended to include staking I guess it makes sense if you are not mrkt leader to try to recapture 1st mover advantage? x.com/Ronangmi/statu…
Ronan@Ronangmi

@kapursanat heard this, but isn’t what we have seen in practice with CB as the primary custodian and provider for AETH — assume some amount of concentration risk / lack of transparency that makes this challenging task force also recently cited the liquidity benefits of LSTs

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BLW@BLWONX·
vaneck giving the market a glimpse of things to come
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Ronan
Ronan@Ronangmi·
@BLWONX say more big bro
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BLW@BLWONX·
as the largest asset managers in the world gradually take over the digital asset space, the man behind the largest cex is not simply going to sit idle legal distractions have sidelined him from growing his empire, but as his path finally clears again, watch as he is on a mission to grow his ecosystem larger than ever big players play the long game not to want a piece of the pie, but the whole thing
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BLW
BLW@BLWONX·
statements from a man who calls himself at best a mascot ath in token price, no one knows why for sure fortunate beneficiary of rising tides from new regime layman understanding that sec dropping suit should be beneficial lost busd but gained usd1 multiple dats buying millions aster awesome tge perhaps its all luck or perhaps this is just the start
BLW@BLWONX

many examples of this but an interesting one will be the founder that owns a large majority of his tokens and has a knack for being very strategic

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