BillyQuantumAI.ETH

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BillyQuantumAI.ETH

BillyQuantumAI.ETH

@BillyQuantumAI

Tokenize it

The Future Katılım Ağustos 2020
95 Takip Edilen2.4K Takipçiler
BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
Anyone’s guess what Company they could merge with, but I would look at company’s they’ve partnered with for potential candidates (Securitize, Anchorage Digital, Kraken). Maja also has a relationship with Tether (helped them buy a bank). $FGNX
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
I continue to follow $IONQ, but I started a new position in $FGNX. Brief thesis: I’m a believer in the mega trend of tokenizing financial assets that will take place over the next decade and I think ETH will be the main beneficiary.
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
Moving quickly to clean up the corporate structure. Didn’t see much issuance when the stock was above NAV (keeps more equity for existing holders). Consistent with what you would see before a business combination, imo. $FGNX
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
The merger piece is clearly speculative, but provides significant upside if I’m right. If they remain a standalone ETH treasury you get exposure to ETH at a discount and still benefit from the tokenization trend. $FGNX
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
@MartinShkreli Most of my conversations re: $IONQ have been rational I think (ballpark ~75%).
BillyQuantumAI.ETH@BillyQuantumAI

Here’s how you know @MartinShkreli doesn’t follow $IONQ close enough to draw the right conclusion. “But $IONQ uses ion trap technology. This requires lasers to keep ions in a chain. But adding exponentially more ions will be difficult for spacing and complexity reasons. The current vacuum chambers were not designed with thousands of qubits in mind, so, IonQ may have to completely rearchitect its approach. Ion traps are also extremely sensitive: it is hard to imagine scaling this from 100 to 1 million will be easy.” IONQ’s plan to scale is through a modular architecture. Connect QPU’s through photonic interconnect. Don’t need to add more ions to the chain, just need more QPU’s. All to all connectivity.

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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
Out for now at $75. Good luck all. I’ll be back… $IONQ
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
It’s so off strategy for the core $HON business. They need to separate and become a pure play ASAP. By the time they go public $IONQ will have scooped up all the best targets. I’m sure not all these deals will be winners L-T, but you get the talent, IP, and remove competitors while still affordable (and you’ve got your stock to use as currency). Doing these seems like a no brainer to me. I just wish Quantinuum and IONQ would merge.
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Tim Anderson ⚛️🌎
Tim Anderson ⚛️🌎@RealTimShady42·
@BillyQuantumAI Good point. It’s crazy how $HON is both sitting on a massive pile of cash and has a huge FCF, but isn’t scooping up these companies for their IP and talent. $IONQ
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
Using ChatGPT to write your X posts is super lame. It’s incredibly obvious. $IONQ
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BillyQuantumAI.ETH
BillyQuantumAI.ETH@BillyQuantumAI·
Uhhhh some stuff is happening $IONQ + $500 million of equity - Peter + @NiccoloDeMasi + ID Quantique
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