Sabitlenmiş Tweet
weezard 🧙♂️$MIM
6K posts
weezard 🧙♂️$MIM
@ChuckOnSol
I believe in MAGIC INTERNET MONEY
Katılım Aralık 2023
560 Takip Edilen213 Takipçiler
@t_blom Not all founders have the privilege of getting access to potential customers. For female founders, meeting customers in "unglamorous places" can be highly unsafe.
English
A founder just apologized for dialing in to office hours from a car. It’s the sixth time he’s done this.
He spends close to 100% of his time meeting customers in unglamorous places a long way from San Francisco.
I wish more founders did this.
English
A friend of mine who is basically never wrong about financial questions converted 80% of his Bitcoin into Ethereum.
English
@alex_prompter @biancoresearch Lmfao u havent used claude recently you larp
English
Microsoft didn't cancel Claude Code because it was bad.
They canceled it because it was TOO GOOD.
Engineers loved it so much that 84-95% used it monthly. Costs hit $500-$2,000 per person. Uber's entire $3.4B AI budget evaporated in 4 months.
The finance department killed what the engineering department unanimously praised.
Read that story again slowly.
AI tools are now so productive that companies literally cannot afford to let their employees use them freely.
This is the most bullish signal for solopreneurs I've ever seen.
Big companies will throttle, restrict, and ration AI access to control costs. Their engineers will be stuck on watered-down internal tools.
Meanwhile, you're sitting at home with Pro access to every frontier model on the planet for the price of a Netflix subscription.
The playing field isn't leveling. It's inverting.
Hedgie@HedgieMarkets
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
English
@DavyBaby777x @bitcoinpanda69 @Cryptopathic Very brave when anonymous, put your real name and face then.
English
@ChuckOnSol @bitcoinpanda69 @Cryptopathic Starmer is a useless cunt who allows free reign on immigration.
/Waits....
Nothing will happen.
English
@bitcoinpanda69 @Cryptopathic Make a social media criticising a UK politican about illegal immigration then go on i dare you
English
@Cryptopathic fair enough lol
I know social media can...
warp...
things sometimes
English
@KookCapitalLLC @unipegv4 You didnt buy pepe or wif cmon now
English
the market is showing you its hand right now
$hype is leading everything
every crypto bull market has started with an alt going parabolic
in 2023 it was $sol
the next thing to send will be a new primitive, an asset theme that will see exponential growth this cycle
in 2023 it was $pepe then $wif
these signaled to you early what the cycle meta was going to be (memes)
what will it be this time????
binance is already teasing 'hook summer' and clearly they have a big pushed lined up
maybe hooks will become a cycle meta
in which case $upeg is about to explode past a billion market cap
remember it's the only asset that can be listed on dexes, opensea, hyperliquid, binance, and coinbase all at the same time
don't discount the significance of 'mining rarity'
i encourage you to dyor on all this stuff
fortunes are built in the bear
hopefully your bags are packed and now it's time to sit on your hands
if you want top tier positioning alpha @TheKookLetter is unbeatable
whop.com/joined/kooklet…
English
Combined with DEX purchases I added more than 1 BTC to my holdings over just the past 24 hours. That brings me roughly to 25 BTC now in cold storage.
English
Don’t think of it like a “narrative”. Ask yourself if privacy is important to you, if Opsec is important to you, if the concept of a “safe” that is accessible anytime, only visible to you, or those you share visibility with (at YOUR discretion) is a concept that makes sense.
If the answer is yes, which, conceptually it is for the overwhelming majority of people (not to mention the fact that is our human right) then the next question is how?
When you get to the how, you’ll already be beyond narrative. Zcash is the most advanced privacy preserving technology, forking 10+ years ago from bitcoin to close the privacy gap that wasn’t feasible for BTC at the time.
But coming back to narrative, people are opening their eyes to the dystopian scenario of privacy being eliminated. There’s a reason that privacy focused projects like signal, and @brave (which is now over 100M users) are growing as fast as they are.
Highly recommend you dive down the rabbit hole. If nothing else, you’ll be hard pressed to find more interesting and/or impressive security engineering.
Some high level food for thought.
English
I get it why $HYPE, no doubts
But why $ZEC?
Can someone explain to me like I’m 5?
I don’t see that the privacy narative is so big
Ansem@blknoiz06
$ZEC & $HYPE are both $100B assets, i do not have time to convince you if you disagree
English
As a kid I was a frequent customer of an ice cream establishment that offered punch cards. One punch per purchase, a full card gives you a free ice cream.
Rather than use these cards immediately, I collected them, accumulating over the years a good 30 or so free ice cream vouchers.
Then the store got rid of the program and invalidated all my cards.
I'm not really sure what I expected to happen here.
English
@ElVerdeRican @HazelAppleyard Just setup auto buy dca bitcoin. Not hard man
English
@HazelAppleyard Un-winnable game. You couldn’t sleep, you vacation. Every waking moment would revolve around spending the money. You couldn’t even enjoy the things you buy.
Hard pass…
English
@KyleMau You live in Europe but you say 75 and 40 degrees you fraud. Who the fuck u eve talking to here? Americans living in Scandinavia?
English
I have never understood the Eastern and Northern European mindset of going on vacation during summer.
When your city is 75 degrees and beautiful and everything is available, you go to Greece and pay $300 a day to turn yourself into a lobster.
Instead of just... going in November. You know, when your city is 40 and dreary and grey with 4 hours of "sun "a day.
And Greece is 75 and you get a private beach.
Make it make sense.
English
That might be more tricky then you think.. at least in some of the countries.
I think the best approach here is in Switzerland (at least what I know from friends living there). It allows you to take "holidays" from school officially once in a while.
On the other hand, Netherlands is very strict about it.
In my country we are not so strict about it and many people take some freedome to take kids out of school for short holidays
English
@AdamRackis Useless parent you are. Wait til she talks to other adults like that.
English
Raising a teenager is exhausting in ways you can’t fathom
English
I have found an ETF that I will be buying on Monday and will probably setup recurring buys as well.
$NASA
WHY:
- $SPCX exposure
- $ASTS exposure
- $RKLB exposure
Honestly has some of my favorite space companies all in one place. The Space X exposure is super awesome though!
English
@yudylena @MarcosMillaYT $NASA has paid way too much for their spacex allocation. $2000 per share is ridiculous
That values spacex at $5 trillion
Sounds like 2 foreign scammers
English
@MarcosMillaYT Bro, both $XOVR and $NASA own SpaceX via the same mechanism called SPV. $NASA is under SEC investigation for misrepresenting its prospectus - stating they own shares of SpaceX
English
The ONLY ETF I trust with exposure to SpaceX Pre-IPO that is liquid, doesn’t screw you over with hidden fees, and has major upside potential with pure exposure to the space economy…
Is $NASA
NOT $XOVR
If SpaceX goes up…. $NASA is guaranteed to go up with it… unlike other funds…
NASA WILL OWN SpaceX even when it IPOs
English
@YieldBouncer $NASA has paid way too much for their spacex allocation. $2000 per share is ridiculous
That values spacex at $5 trillion
English
Over the next 4 weeks, the market’s attention will shift hard toward space and satellite names as the SpaceX IPO narrative heats up.
One interesting etf: $NASA has ~8% exposure to SpaceX at a $1.5T valuation.
If you believe SpaceX IPO at $2T, $NASA is a clean way to frontrun.
English
@_king142 @neuralmanifold $NASA has paid way too much for their spacex allocation. $2000 per share is ridiculous
English
@MarcosMillaYT @MikeObs029 $NASA has paid way too much for their spacex allocation. $2000 per share is ridiculous
English
SpaceX is set to IPO under ticker symbol $SPCX
Shares are expected to begin trading on June 12
You can get in SpaceX earlier by buying:
1) $NASA
English
@jeewanshyaminda That makes sense at $2000 a share that NASA paid...
Why would an insider sell to them at $600?
This etf is not a good buy, but on first day of trading spacex might just teleport to $2000
English
Does anyone understand the $NASA SpaceX SPV terms?
Holdings show ~24,679 shares and ~$48.9M value —> nearly $2,000/share.
But secondary pricing seems closer to ~$600.
What are they paying? Fees/carry? How are they adding daily? The math doesn’t work.
English
TOTAL NONSENSE from @elonmusk
One hour of his time is worth zero
since he produces virtually no profits.
This is what he financial illiterati don’t understand.
$TSLA does not earn its cost of capital.
The stock price is fueled by hopium, not profits.
Musk is a disaster when it comes to running a business.
FACTS
Jaynit@jaynitx
Elon Musk reveals the brutal math behind why a single hour of his time is worth $100 million "Tesla this year will do over $100 billion in revenue, so that's $2 billion a week. If I make slightly better decisions I can affect the outcome by a billion dollars. The marginal value of a better decision can easily be in the course of an hour $100 million" "You have to look at it on a percentage basis. If you look at it in absolute terms, I would never get any sleep. I'd just keep working and work my brain hotter, trying to get as much as possible out of this meat computer"
English