DeFi Newbie 🥑

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DeFi Newbie 🥑

DeFi Newbie 🥑

@Eddyapla

Katılım Temmuz 2012
590 Takip Edilen127 Takipçiler
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The Smart Ape 🔥
The Smart Ape 🔥@the_smart_ape·
> be in crypto for 7 years > get in for the cypherpunk stuff > self-custody, no third party, "decentralization" > watch lazarus drain $290m from kelp > watch arbitrum move $71m of it out of the attacker's wallet > without his private key, without his signature > not a "freeze" > it was a transfer. from someone's wallet. that the owner didn't authorize. > start wondering what "decentralized" was actually supposed to mean
The Smart Ape 🔥@the_smart_ape

x.com/i/article/2046…

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Donald J. Trump
Donald J. Trump@realDonaldTrump·
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
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Aaron Burnett
Aaron Burnett@aaronburnett·
The people that created the red lines are blaming the people that created the blue lines…
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Robert Scoble@Scobleizer

The AI backlash is here. This post has a million views. People hate technology. They hate innovation. They see that it is coming for their jobs. Coming for their way of life. Innovation is asking them to do more work. To spend nights and weekends learning about AI and building new things. They hate that. And I've seen it my entire career as people tell me over and over again that they don't like what I'm pitching them. How many have gone to an Apple store and had a demo of the Vision Pro? Even in Silicon Valley I keep finding smart people who refuse. And my consumer research outside the valley shows far far greater resistance. There are couple other such posts this morning going viral: @zachweinberg: x.com/zachweinberg/s… @tszzl: x.com/tszzl/status/2… Here's the real problem. Let's say you burn down Silicon Valley. The Chinese are coming and coming with cars that will eviscerate the rest of the auto industry. Americans can't see that because we tax the heck out of them and keep them from selling here. And soon they are coming with robots. Americans can't see that because they aren't like me meeting with robot pioneers here and in China. Or watching the robot community here on X (or understand what they are talking about with their highly technical talks about world models and reinforcement learning. And they are coming with AI models. Most Americans are sticking their heads in the sand and ignoring what's going on on @huggingface and here on X. I talk to entrepreneurs around the world who keep telling me they are building businesses on Chinese models because they are cheaper and better. And they are coming with entertainment businesses that will eviscerate Hollywood. Most Americans see AI artists as anti human. The Chinese don't. The only way out of this +is+ innovation. That's where any new jobs are gonna be. So go ahead and burn down Silicon Valley and San Francisco. That won't save your job and will doom America to being a poor country subservient to the Chinese. And, yes, we need to do a better job of explaining the role of innovation. But that job is bigger than what I can do. Why? Because people hate innovation and want to stick their heads in the sand, and even, roll back innovation, my posts aren't getting any reach here on X outside of a small group of innovation supporters. Well, I'll keep supporting the innovators. I made lists of almost all of them, 37,000 in AI alone, and 7,600 AI companies: x.com/scobleizer/lis… But that isn't nearly enough. The entire industry needs to do a better job of talking to everyday people and getting them to see a better world is possible. For now all they hear is "you are taking my job." And they aren't wrong about that either. Which makes this all so difficult to get people onto the side of innovation.

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John Rush
John Rush@johnrushx·
I have this unusual take on AI and the future of work: Knowing "what to do" is more important than knowing "how to do". AI is basically solving all the "how tos" But the "what to do" seems almost impossible for AI, because in most cases it's something that has never been done before (kinda the opposite of "how": smth that has been done a million times before and been present in the training dataset) It gets even trickier if you add "why?" into this. Because the "why" creates the demand. It's the key pillar of any marketing/brand. So the big picture here is no different from the past. AI will simply add an abstraction laywer on top of the jobs. E.g. when you use the calculator, you dont have to know "how to multiply", you only care about "why and what" and the calculator handles the "how". The software 3.0 will abstract the "hows" away and leave you the "why and what". Until AI is capable of solving the "why" or at least the "what", humans are safe. However, if your job is about "hows", I would move up to the "what" area asap.
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GREG ISENBERG
GREG ISENBERG@gregisenberg·
I'll say the quiet parts out loud: A lot of AI companies that raised $10M, $50M, even $250M+ have SERIOUS churn problems. A lot of AI products get tried because they’re the cool new thing. People sign up, poke around, feel the wow moment, tell a friend, maybe even pay for a month or two. Then real life kicks in and the subscription quietly gets canceled 3-6 months later. I call this "vibe revenue". Money that comes from curiosity, novelty, or FOMO rather than a product becoming essential to someone’s workflow. People pay because it’s cool to try, not because they can’t imagine their week without it. The dangerous part is that vibe revenue looks exactly like PMF at first!! Growth curves go up and to the right. Feedback sounds positive. Founders keep saying “this is the worst the models will ever be.” when confronted with churn. If I had a nickel, everytime I heard that! But the truth is better models don’t automatically create habits. They don’t fix shallow integration or give a product staying power. In AI, switching costs are low and alternatives show up weekly. Curiosity can carry revenue longer than it should, especially when capital is plentiful. Some of these companies will keep raising. Many will hit a wall when retention tells the full story. A lot of employees who on paper will think they are millionaires will learn this lesson the hard way. The businesses that survive feel different. They get used on boring days, stressful days, and busy days. They don’t rely on wow moments. They earn a permanent slot in how work actually happens and they'll deserve the valuation, the funding etc. Vibe revenue, it's everywhere. Stay safe out there. Am I wrong?
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a16z
a16z@a16z·
Balaji Srinivasan on the coming verification gap in an AI world. “AI is going to create massive numbers of jobs in proctoring and verification because it’s so good at faking things.” “AI makes everything fake, and crypto makes it real again.” @balajis
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Aylo
Aylo@alpha_pls·
An idea I have in my head is that AI is currently like 2017 crypto. Retail had been discovering and learning about crypto in 2017 and it became the "new paradigm" market for retail flows, and it ended with a huge blow off top move. What we are seeing now with AI stocks kind of pattern matches the excitement and froth we are saw with crypto in 2017. The bad news for crypto is that retail will likely stick with AI through the next equities bear market, as AI will remain the fastest horse. Crypto will continue building and developing in the background, but I don't think you see retail flows return for quite a long time. It's possible BTC struggles to do anything meaningful against QQQ for a number of years. Last time monthly RSI was this weak it took about 600 days for a proper breakout. With AI in the driving seat as the "new paradigm" retail market then it's possible it takes even longer. I think the strongest narrative BTC has is the debasement trade (which is real), but it's tough to argue that it's a stronger and more appealing narrative than the AI trade, at least for retail. Just a few thoughts, I could be entirely wrong of course.
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Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
I just documented Palantir co-founder's complete AI investment framework. (7 tiers, $5 trillion market, specific stock picks) Most investors chase AI stocks without understanding the ecosystem structure. They buy random AI names... Follow hype without strategy... Miss systematic opportunities... I went the research direction. Just compiled the complete system revealing: ↳ Joe Lonsdale's 7-tier AI framework (energy to applications) ↳ Specific stock tickers for each investment tier ↳ Why Tier 5 applications offer best opportunities (but most are private) ↳Portfolio allocation strategies across risk levels ↳How infrastructure plays benefit regardless of AI winners This isn't speculation - I'm showing actual framework from Palantir's co-founder who invests hundreds of millions in AI companies. The most important insight? Most best opportunities are in Tier 5, but you need public alternatives. Want the full AI investment research document? 1. Connect with me 2. Comment "AI" I'll send it directly to your DMs. PS - This isn't about "AI hype trading." It's about systematic framework thinking for the biggest wealth creation event of our lifetime.
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DeFi Newbie 🥑
DeFi Newbie 🥑@Eddyapla·
@StaniKulechov The first adopters should be the state with failing currency. It’s out of necessity not progress !!
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Stani
Stani@StaniKulechov·
Quite insane that you can pay with USDT in McDonalds. Argentinians are far ahead of the world in stablecoin adoption.
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Julian Goldie SEO
Julian Goldie SEO@JulianGoldieSEO·
THIS IS INSANE…🔥 Someone just leaked 1,200+ plug-and-play N8N workflows and it’s breaking the internet 👀 They scraped everything from the official docs, GitHub, AND hidden forums 😮‍💨 ⚡ AI-powered lead gen ⚡ Auto content repurposing ⚡ Sales & CRM automation This vault would cost a lot to build from scratch. LIKE + RETWEET + COMMENT “YES” & I’ll send you the FULL workflow + setup FREE!
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₿IRB
₿IRB@crypto_birb·
It's insane. After setting parliament on fire and overthrowing the government, Gen Z elects Nepal interim Prime Minister via Discord vote. Which part of the cycle is that?
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Jon Markman 🛸
Jon Markman 🛸@jdmarkman·
This unknown college professor just exposed Wall Street. He revealed that: • Banks keep the top 4% of stocks for themselves • They dump the rest on you and me • They've been doing it for 97 years I spent hours studying his work. Here are the 5 tricks banks use to rob you:🧵
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DeFi Newbie 🥑
DeFi Newbie 🥑@Eddyapla·
Not wanting something is as good as having it ?
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DeFi Newbie 🥑
DeFi Newbie 🥑@Eddyapla·
Don’t over feed your brain. 🧠 the skillful art of boredom.
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