Bernardo

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Bernardo

Bernardo

@Bernardo_Defi

Building Products You Wish You Could || Co-Founder and CEO @PPNLabs

Washed Katılım Şubat 2022
605 Takip Edilen528 Takipçiler
William Alves
William Alves@William69090568·
@LilliunAzules A Guiana Brasileira reclamando de brasileiros e agora vão receber algo muito pior para conviver 😂😂😂😂😂😂😂
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🪶Porã ( Humanista) 🏹🌳 🐆
🇵🇹 Milhares de israelenses estão formando filas em frente à Embaixada de Portugal para solicitar a cidadania portuguesa.
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Marc Chagall's Green Goat
Marc Chagall's Green Goat@AstralPreobraz1·
@AngelicaOung And while Americans killed 160 students in a likely accidental strike, Russians quite deliberately were slaughtering civilians all around Kyiv in the first weeks, machine gunning them in their cars, etc.
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Bernardo
Bernardo@Bernardo_Defi·
@sagixapothecary More tokens inside of a liquidity pool doesn't "dampen IL" it increases it.
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Antonio García Martínez (agm.eth)
Crypto is going to find out the hard way that it's horribly behind when it comes to risk modeling (I'm a former credit quant...the field is behind what the state of the art was 20 years ago). It'll learn one blow-up at a time. Want to make a fortune in defi? Create a dashboard that shows DV01 (to offchain rate moves), JTD (pivoted by underlying asset), correlation delta (for correlation across assets)...and for fuck's sake, time to have a tradable credit spread for vault curators and asset issuers (to both model counterparty risk and hedge against it). We're in caveman-land right now. Crypto's general tendency to YOLO everything just isn't good enough anymore.
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Bernardo
Bernardo@Bernardo_Defi·
AI is not why people are getting fired. The world is just walking into a massive economic depression, and AI is the easy excuse for firing personnel. It sounds better than the economy is imploding in real time.
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Bernardo
Bernardo@Bernardo_Defi·
@0xSafe_Check @birdabo Agreed, but the short-term economic consequences require immediate productivity results. Otherwise, the AI bet may be right long term, but not fast enough to keep the economy from taking a massive hit.
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Safe Check
Safe Check@0xSafe_Check·
Permabull, we will win😈 Goldman didn’t “confirm AI is useless.” They pointed out something else: the productivity gains haven’t shown up yet. ~$450B has gone into AI capex, and the economic impact is still unclear. That’s normal this early. Big infra cycles always lag. Railroads, the internet, cloud, same pattern. Yes, Nvidia captured a huge chunk selling GPUs. Yes, companies cut costs and did buybacks. But “zero contribution” doesn’t mean failure, it means the payoff isn’t immediate. If AI delivers productivity over the next few years, this looks like early positioning. If it doesn’t, then you can call it a massive misallocation. Right now it’s just too early to declare either.
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sui ☄️
sui ☄️@birdabo·
🚨Goldman Sachs just confirmed something insane and nobody’s talking about it companies spent $450 billion in AI and contributed zero to US economic growth. not “minimal.” actually zero. these companies fired a total of 30,000+ human workers to bet on ai infrastructure. it failed. so where did the money went? > Nvidia took $130B. Jensen got rich selling GPUs - not from AI working, from everyone buying hardware. > corporate buybacks got the rest. cut jobs, slash costs, pump stock, buy it back. money went to shareholders, not productivity. > the bubble: H100 clusters sitting underutilized. enterprise contracts collecting dust. same hype cycle. the damage is done. Meta fired 21K. Amazon 16K. Atlassian 1.6K. those jobs aren’t coming back.​​​​​​​​​​​​​​​​ they bet the economy on AI productivity. Goldman confirmed there is no productivity. lmao either this pays off in 18 months or we just witnessed the largest capital misallocation in tech history and we can’t undo it 💀
unusual_whales@unusual_whales

"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs

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Jesus Martinez
Jesus Martinez@JesusMartinez·
I left Coinbase for @krakenfx. Not because of one thing. Because of everything. Here's what most people don't realize about Kraken in 2026. They're not just a crypto exchange anymore. 11,000+ US stocks. 560+ cryptos. Gold. Oil. Futures. All in one account. Zero commission on stocks. And if you're just holding cash as a stablecoin, you're earning 2 to 4% APR automatically. Your bank gives you 0.5%. Some key things that made me switch: • @krakenpro fees start at 0.25% maker. Lower than most competitors at base level. • Instant USD withdrawals. 365 days a year. Try getting that from your bank. • USDG earns yield the moment it hits your account. No lockups. Paid weekly. • They've never been hacked. Never lost customer funds. Since 2011. • Wyoming SPDI charter. 100% reserve requirement on cash deposits. And then this happened. Nasdaq announced a partnership with Kraken on March 9. They're building tokenized versions of listed stocks together. Full governance rights. Voting. Dividends. The biggest tech stock exchange in the world chose Kraken. Oh and if you hold HBAR, Kraken is running a trading challenge right now. 300,000 HBAR reward pool. Trade the HBAR perp on Kraken Pro, compete based on volume. First 2,000 clients. Runs through March 23. For international users it gets even crazier. xStocks give you tokenized US equities trading 24/7 with up to 20x leverage in 110+ countries. Crypto exchanges are becoming the new brokerages. And Kraken is leading the charge.
Jesus Martinez tweet mediaJesus Martinez tweet media
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Bernardo
Bernardo@Bernardo_Defi·
It's honestly very sad. Beautiful country, amazing people, but one of the most corrupt systems on the planet. Not just at the political level either, from low-level street cops to high court, Brazil is a country where you can always try paying to get your way. The scandals are recurring. Mensalao was not that long ago
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Gabriel Avelar
Gabriel Avelar@ogavelar·
Brazil can’t solve murders 50% of the population drinks water with feces Every judge and prosecutor has been receiving 2x, 4x or 10x the maximum remuneration allowed by the CONSTITUTION. Our Supreme Court judges are all involved directly or indirectly with the biggest corruption bank scandal in the country. And here’s what we are going to do.
The Lunduke Journal@LundukeJournal

Brazil's Age Verification law goes into full effect in less than 12 hours (Mar 17th). This law says that all Operating Systems, in use in Brazil, must do age verification for all user accounts... or face $9.5 Million (USD) in fines per violation. The government of Brazil has stated that they are "monitoring" several companies and systems for compliance, including Canonical (Ubuntu Linux) and IBM (Red Hat & Fedora Linux) as well as Epic Games and Valve (Steam).

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Bernardo
Bernardo@Bernardo_Defi·
@DonnyWals Don't see the issue. If it really is as easy and scalable as he claims, you can achieve pretty decent stable ARR across everything with relatively distributed risk. And if people are willing to pay him for ai slop, then good on him.
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Donny Wals 👾
Donny Wals 👾@DonnyWals·
Honestly can’t believe this is being celebrated or called smart. Some guy spammed 65 vibe coded “apps” onto the store, is charging money for them, makes a few dollars on each, and it’s called smart? It’s spamming the App Store with low-effort abandonware. I’m somewhat surprised this made it through review. And I think it undermines the supposed quality gate that app review is supposed to be
Jacob Rodri@jacobrodri_

this guy built 65 "boring" apps none of them went viral... but together they make $50,000/year here’s how he did it:

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Bernardo
Bernardo@Bernardo_Defi·
@AzFlin @DaveShapi You're vastly underestimating what despair will get people to do.
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AzFlin 🌎
AzFlin 🌎@AzFlin·
@DaveShapi These white collar guys are not gonna transition to trades they don’t have it in them
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Bernardo
Bernardo@Bernardo_Defi·
Yeah, this is performative as hell. Anyone who tells me they work like this, I know you can't be a hard worker. There is a reason behind a boring setup. No distractions. Working on the beach makes everything a distraction.
Aakash Gupta@aakashgupta

The average laptop screen ships at 400 to 500 nits of brightness. Direct sunlight requires 1,000 nits minimum to be readable. Most MacBook Airs top out around 480. So every person “working from the beach” is doing one of three things: squinting at a washed-out screen while cupping their hand over it like a visor, cranking brightness to max and watching the battery drain in 90 minutes, or posing for a photo with a screen that’s actually off. The photo in this tweet is perfect. Two guys in white button-downs at a beach table, hunched forward, clearly unable to see anything. One has sunglasses on, which makes the screen even darker. The other is eating a bagel and appears to have accepted his fate. The entire “laptop at the beach” aesthetic is a lighting trick. Every influencer photo is shot at golden hour or in shade. The second the sun is directly overhead, your $2,000 laptop becomes a $2,000 mirror. Apple, Dell, and Lenovo could fix this tomorrow with 1,500-nit panels. They don’t because the battery tradeoff would cut runtime in half, and “4 hours of battery life” doesn’t sell in a commercial. The remote work fantasy was always an indoor product sold with outdoor photography.

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Bernardo
Bernardo@Bernardo_Defi·
If global trade gets threatened, peace shattered, and economies start floundering, what's the reserve asset you defend yourself with? US and Euro Bonds will have a negative rate of return. Gold purchased online is held in the vaults of failing economies (which in crisis will seize it). The entire stock market would plummet. In that fire, $BTC can't be seized, turned off, or censored. Only in times of need are these "boring" qualities appreciated.
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Bernardo
Bernardo@Bernardo_Defi·
The yield bearing + non yield bearing model is superior. User subsidized growth enabled in a model that provides flexibility and access to the user anyhow.
Jordi in Cryptoland@lordjorx

Ethena’s growth is essentially free. I’ve been investigating how they can still pay a 3.5% APR on sUSDe when the typical "carry trade" isn't profitable right now. If funding rates aren't paying, where is the money coming from? I checked their dashboard and realized that 89% of their assets are currently unallocated. They aren't sitting in CEXs. Instead, that capital is sitting in USDtb, which earns yield from US Treasury bonds. That’s exactly where that 3.5% comes from and I didn't know it 😅. Only about half of the USDe supply is actually staked. There are $2.32 billion out of $5.92 billion that aren't earning that staking yield. So, what happens to the profit from that un-staked collateral? @ethena uses it to fund their massive incentive campaigns on platforms like @merkl_xyz. I always wondered how they could afford to spend so much on growth, but the truth is it’s "free" for them. They are using the yield from the collateral of non-stakers to incentivize new strategies, strengthen the peg, and fill their insurance fund. It’s an incredible growth machine. They’ve built a system where the protocol grows using the idle yield of its own users.

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SYNTETIKA (BTCFi+)
SYNTETIKA (BTCFi+)@Syntetika·
🚨 Just 1 hour to go! Join Syntetika’s X Spaces as we’ll dive into how DeFi is evolving beyond yield farming, covering tokenized yield, on chain strategies, atomic swaps enabling trustless cross chain trading, and the key trends shaping the future of DeFi! 🎙@Bernardo_Defi, @Max_Rabinovitch, @Ingalandia, @Starknet, @myuchubarov, @PTomsky, @asal_alizade, @Based_UAE, @NozomiNetwork, @kryptoJinJin, @UpscaleTrade, @gazza_jenks, @theblockco, @1inch, @daosasha
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SYNTETIKA (BTCFi+)
SYNTETIKA (BTCFi+)@Syntetika·
🔍This Thursday we’ll explore how DeFi is evolving beyond yield farming, covering tokenized yield, on chain strategies, atomic swaps enabling trustless cross chain trading, and the key trends shaping the future of DeFi! 🎙: @Bernardo_Defi, @Max_Rabinovitch, @Ingalandia, @Starknet, @myuchubarov, @PTomsky, @asal_alizade, @Based_UAE, @NozomiNetwork, @kryptoJinJin, @UpscaleTrade, @gazza_jenks, @theblockco 📅 Date: Thursday, Mar 12 at 13:00 UTC 🔗 Spaces link: x.com/i/spaces/1Oxwb…
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Bernardo
Bernardo@Bernardo_Defi·
@Halko500k He's wrong on the numbers, but he's not wrong on the fact that you get insane talent for a much better price than, say, US. 20-30k/mo engineer in the US can be replicated with 8k in Eastern Europe and the talent pool is deep.
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HALKO
HALKO@Halko500k·
bro is posting from the year of 2010💀
69kov@levikov

Eastern Europe is the most exploitable talent arbitrage on the planet right now and almost nobody in the Western business world is paying attention because they're too busy overpaying for mid work from the Philippines and India… Romania, Bulgaria, Serbia, Poland, Ukraine, Croatia. Average salaries $500-1,000/month. But the talent coming out of these countries isn't $500/month talent. It's $5,000-8,000/month talent priced at a tenth of what you'd pay in the US because the local economy hasn't caught up to the skill level yet That gap is the exploit Every other "hire cheap overseas" conversation defaults to Southeast Asia or South Asia. And sure, the prices are low. But anyone who's actually tried to scale operations in those regions knows the pattern. Language barriers. Cultural disconnect. Equipment issues. Endless training loops. You spend more time managing output than you save in cost. The $4/hour rate sounds nice until you're on revision 14 and the work still isn't usable Eastern Europe skips all of that These countries have legitimate university systems. Strong STEM education. English fluency across the entire 18-30 demographic, sometimes better than native speakers in the US (not even joking). They grew up on the same internet, same memes, same cultural references. Zero cultural gap when working with Western businesses. You don't need to explain context. You don't need to translate intent. They just get it And they have real infrastructure. Laptops. Fast wifi. Proper software. Modern tools. You're not onboarding someone who needs you to walk them through basic setup. You're hiring someone who's already operating at a professional level but happens to live in a country where $1,000/month is a great salary The applications go way beyond content. Developers in Bucharest building full-stack apps for $1,500/month that would cost you $8-12k from a US agency. Designers in Belgrade producing brand assets at agency quality for $800/month. Sales closers in Sofia running calls in perfect English for $1,000/month plus commission. Media buyers in Warsaw managing $50k+/month ad accounts for $1,200/month. Copywriters, project managers, data analysts, customer support, operations managers. Every single role in your business can be filled from Eastern Europe at 80-90% cost reduction with zero quality drop The training speed is the real cheat code though. Hand someone in Bucharest a brief on Monday and you get back usable output by Wednesday. Not "needs 6 rounds of feedback" output. Actually usable, deploy-immediately output. The baseline competency is just different when the talent pool is educated, tech-native, and hungry It's common now for operators running lean businesses to have their entire team in Eastern Europe except themselves. 4-8 people. Total payroll $5-8k/month. Output equivalent to a $40-60k/month US team. The business runs 24/7 because the time zone overlap with the US is actually perfect for async work (btw it doesn't hurt that Eastern Europe has the baddest bitches on the planet. If you need on-camera talent for any kind of brand content targeting Western audiences, a girl in Sofia or Bucharest is visually indistinguishable from a girl in LA but costs a fraction. The talent pool for that specific use case is bottomless and nobody's tapped it properly yet) The freelance platforms are the worst place to find these people. The best ones are in local Facebook groups, Telegram channels, and Eastern European Twitter. You DM 50 people, 40 respond within hours because an $800/month retainer is life-changing money and they actually take pride in the work. The talent density is absurd once you know where to look

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