Kevin

420 posts

Kevin

Kevin

@BuxaKevin

Fargo, ND Katılım Ağustos 2012
635 Takip Edilen315 Takipçiler
Kevin
Kevin@BuxaKevin·
@BullyEsq @mcuban Consumer AI not even out of the cradle yet… Libtards… “Oh great! Let’s tax the fuck out of it and raise a bunch of money for the gubernment!”
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Bully
Bully@BullyEsq·
@mcuban Insanely stupid idea lmao
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Mark Cuban
Mark Cuban@mcuban·
We should federally tax Tokens at the Provider level. Not a lot. Less than 50c per million tokens. It will accomplish 4 things (at least ) 1. It will push the big AI players to optimize tokenization, caching , routing and localization Which will 2. Reduce energy usage. Saving them in energy costs more than what they paid in tax and reducing strain created by the growth in energy consumption Which will 3. Generate maybe 10 billion dollars a year to start, but over the next ten years could grow 30x to 100x Which will 4. Create a source of funding to pay down the federal debt or deploy, in response to the things AI brings that we don’t expect or don’t like At some point the models will pass it on to customers. Of course. That’s ok. Customers will have the ability to choose between providers. Or to do everything using open source models locally. Thoughts ?
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Kevin
Kevin@BuxaKevin·
Pretty much entirely agree. Especially where VCs own nearly the entirety of the vesting stack. One pushback is underrating the value that buyback/burns have had thru crypto’s arch. Not in the traditional sense but in the form of lost/deceased/stolen coins. The emotional value tied to watching your lost BTC rally 50x and reading about guy who found his hard drive with $4M worth of BTC in a landfill forged more people to crypto than an algo burning coins that somebody willingly sold and already forgot about.
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Jebus
Jebus@Jebus·
ok then, ya. My comment is flippantly hardline, buybacks/dividends can make sense in situations where productive uses of the capital aren't high impact i dont think they make sense for most crypto projects right now because building out from a successful brand is so high impact and there are so many directions to go
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alon
alon@a1lon9·
today is a turning point for $PUMP and pump fun I want to give more context on the bigger picture and where we're actually going. over the past ~9 months, 100% of revenue went into buybacks. basically no other platform in crypto has done that at this scale. however, we received ongoing feedback specifically on the feeling of a lack of trust - in the certainty of buybacks, in what would happen to the bought-back tokens, even in whether the business itself would be here in a year. today, we’re changing that. it started with burning ~$370M worth of $PUMP purchases. ~36% of the circulating supply removed from circulation, forever. but that isn’t enough. we’ve also allocated 50% of our next year of revenue to programmatic buybacks & burns. no more uncertainty for those who believe in us & those we’re proud to call our community. but why not 100%? the short answer is the business simply needs the other 50% to grow. a large treasury gives us the flexibility to make big bets over the next 5-10 years, and 50% of ongoing revenue enables us to build better products, infrastructure & reinvest into the ecosystem. I am extremely confident that 50% of the business we're building toward will dwarf 100% of the business we have today.
Pump.fun@Pumpfun

The future of $PUMP We have burned ALL bought back $PUMP tokens, around $370M worth of purchases (~36% of circulating supply), to gain trust with our community. On top of that, we have initiated a programmatic buyback *and burn* scheme at 50% of revenue for the next year to instill trust, predictability, and sustainability for the underlying ecosystem - and to remove as much of the supply from circulation as possible. $PUMP is changing; for the better of token holders, the team and the ecosystem. Learn more about why we’ve made these decisions and where we’re headed next 👇

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Kevin
Kevin@BuxaKevin·
@Jebus @a1lon9 @alexxxx Have no idea if they make sense in this case (your field not mine), just that the financial engineering can and does work in the long run. $AZO is the OGs of buyback machines. Started in the late 90s i think.
Kevin tweet media
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Jebus
Jebus@Jebus·
@a1lon9 @alexxxx +1 Buybacks are dumb, hope you’ll can convince people totally stopping them is the best long term move
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Kevin
Kevin@BuxaKevin·
@Tyler_Neville_ Nah man... just USA apartheid layered with daycare fraud for the revolutionists.
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Tyler Neville
Tyler Neville@Tyler_Neville_·
If this goes on for another year it’s gonna be the French Revolution part Deux….
The Kobeissi Letter@KobeissiLetter

The gap between Wall Street and Main Street has never been bigger: US consumer sentiment is down to 47.6 points, the lowest level in history. At the same time, the S&P 500 is trading just 3% from its all-time high. Since the 2020 pandemic, consumer sentiment has fallen -50%. During the same period, the S&P 500 has rallied +205%. This comes as inflation, rising housing costs, and a weakening job market are increasingly squeezing the average American household. Meanwhile, 87% of all equities are held by the wealthiest 10% of households. Asset owners are the biggest winners in this economy.

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Kevin
Kevin@BuxaKevin·
@calvinfroedge Welcome to wheat trading. When the astronauts go to mine the asteroids for gold they'll find wheat instead. It's a weed that will grow in concrete. Short forever.
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Annie Agar
Annie Agar@AnnieAgar·
biggest what if in sports?
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Jonatan Pallesen
Jonatan Pallesen@jonatanpallesen·
According to UN forecasts, by 2085 Congo alone will have a larger non-elderly population than all of Europe combined.
Jonatan Pallesen tweet media
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Kevin
Kevin@BuxaKevin·
@qthomp Crude did a simple 10x from 1973 to 1980. The world didn't end. Using $50 as a baseline, now up 70% and the world is gonna dump half their reserves to defend the status quo.
Kevin tweet media
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Quinn Thompson
Quinn Thompson@qthomp·
The internet and social media has desensitized humans to a lot of things. I don’t think we grasp just how crazy the stuff that’s going on is and the fact that it’s broadcast for the world to see in real-time. Markets are sleepwalking. Commodity prices are not done rising.
OSINTdefender@sentdefender

Massive fires continue to burn into the night at the Port of Salalah in Oman, with the blaze caused by Wednesday’s drone attack against the port by Iran having now spread to most if not all oil tanks at the MINA Petroleum Facility.

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Radigan Carter
Radigan Carter@radigancarter·
Yes, I think we’re already seeing it. My office is 4 min flight time for ballistic missiles currently and radar is degraded. The Houthis showed us what was possible when they won the Battle of the Red Sea. All those lessons learned went back to Iran, they have the will to fight, and the ability. I’ve sailed through the strait, sending warships through to break the blockade or escort tankers would be a suicide mission. Iranians are hitting tankers trying to run it and they likely aren’t trying to sink them, just prevent them, and they know those crews of third country nationals aren’t their enemy. Imagine what they would try to do to US warships after we murdered their crews and a White House intern made sinking them into a snuff video and the President is joking about it. Can’t complain when we did it first.
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Radigan Carter
Radigan Carter@radigancarter·
Financial chokepoint, meet physical chokepoint. Iran offering to let any country pass Hormuz that cuts ties with Israel is exactly the same deal U.S. gives every country to use the dollar system. You can use dollars, just can't do business with countries, companies, and individuals U.S. sanctions. U.S. isn't forcing anyone to use dollars, you just can't use them without their permission. Same with Iran and the Strait of Hormuz. They aren't forcing anyone to use it, just can't use it without their permission.
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Kevin
Kevin@BuxaKevin·
@nic_carter And if you sell it to Microstrategy you get a 3-5% premium.
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Kevin
Kevin@BuxaKevin·
@ryanweather It’s actually not as bad as it seems. At -30 the weather kind of ceases to exist. No wind, no snow. There’s a weird calm. The sounds amplify and travels 2-3x further than normal. -30 degree snow crunches like gravel. Wear a coat though!
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Ryan Maue
Ryan Maue@RyanWeather·
NWS in Gaylord has -30s in northern Lower Michigan for actual low temperatures Saturday morning I've never experienced that type of cold. Holy moly. NWS Grand Rapids didn't agree.
Ryan Maue tweet media
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Ryan Maue
Ryan Maue@RyanWeather·
Temperatures in Lower Michigan away from Lake Michigan have absolutely collapsed. Grand Rapids down to -14°F and northward up US 131 to Cadillac it is -27°F. Clear skies, snow cover, and calm winds = 🌡️crater
Ryan Maue tweet media
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Kevin
Kevin@BuxaKevin·
@INVESTMENTSHULK @Jebus Importing immigrants could will never change the social consensus… oh wait…
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INVESTMENT HULK
INVESTMENT HULK@INVESTMENTSHULK·
THE UNITED STATES DOESN’T NEED TO INVADE GREENLAND WITH MILITARY FORCE. JUST HAVE A FEW THOUSAND ALASKAN OFF GRID CONTENT CREATORS IMMIGRATE AND THEN VOTE THE U.S. IN. SELF-DETERMINATION IS A HUMAN RIGHT.
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Santiago Capital
Santiago Capital@SantiagoAuFund·
In your opinion (not asking for a legal opinion), when the preferences of a state’s constituents conflict with the Constitution, where should a Senator or Representative place their primary obligation?
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The Associated Press
The Associated Press@AP·
The director of ABC Learning Center says the viral video alleging fraud by influencer Nick Shirley is part of a political campaign against Somali Minnesotans.
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Kevin
Kevin@BuxaKevin·
@ryenarussillo Maybe giving 20-year-olds 25 days off over Christmas and expecting them to play super fresh wasn’t the greatest of ideas.
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Russillo
Russillo@ryenarussillo·
See how the next two games go but the bye week record being 0-6 might be something, or Ohio State was the only team that was favored that lost. (UGA-ND last year flipped day of but don’t remember line right at kickoff)
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Kevin
Kevin@BuxaKevin·
@nic_carter Bullish... imagine the capex on the rebuild.
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Kevin
Kevin@BuxaKevin·
@brim006 So bearish that it’s bullish.
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Scott Winship
Scott Winship@swinshi·
Added a small update to my 2nd critique of Michael Green (@profplum99). I realized another BLS spreadsheet will let you estimate childcare spending for those with any childcare spending. Green's unsourced estimate is nearly $33K. In 2022, BLS says ~$16,000.
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Keşfet

@BullyEsq @mcuban @Jebus @a1lon9 @alexxxx @Tyler_Neville_ @calvinfroedge @AnnieAgar