FoundersFi

361 posts

FoundersFi banner
FoundersFi

FoundersFi

@FoundersFifn

18-year Startup Founder | 10-year Investor. Now diving deep into crypto & Web3 startups. Heavy focus on Ethereum ($ETH) and AI

일본 Katılım Aralık 2024
666 Takip Edilen162 Takipçiler
FoundersFi
FoundersFi@FoundersFifn·
@JellyCrypto 루나도 1년은 갔으니 스트레티지는 1년후에 파는것도?? 전략?? 이지 않을까요? 모든 사기는 망하기전에는 사업이니. ㅋ
한국어
1
0
0
195
Jelly Crypto
Jelly Crypto@JellyCrypto·
짧게 선요약 합니다. 그냥 비트코인 사세요. —— 제일 불안한 구조가 사실 제일 안전하다들 포장하죠? 어제 오늘 태클 걸린 부분들 - 비트코인이 장기적으로 오르기만 하면 된다. 음… 일단 구조적으로 보면 참… 현 구조에서만 보면 예, 몇십년이고 줄수 있겠죠? 문제는 원금이 커질수록 지급 구조가 악화되겠죠? 이 문제를 잘 알기 때문에 어느정도 가격이 올라오면 주식찍어서 더 사려고 하겠죠. 이자지급만 늘긴 원하진 않을 테니까요. 또 재밌는 사실, $STRC가 배당을 지급할땐 누구 돈으로 지급할까요? 소프트웨어 사업은 ㅈ박고, 비트코인을 안팔았는데? 네. 느그들 돈으로 선이자 처리해요. 아 예. 비트코인만 올르면 되요. 실제로도 환자 수준들의 비트맥시들이 이 구조는 폰지 수준이라 우려스럽다 걱정하는데 제가 문제인거 맞나요? 마이클 세일러가 천재같죠? 비슷한 구조의 대형 프로젝트가 뭐가 있었게요? 권도형의 루나에요. 루나와는 전혀 다르다고요? LFG도 망하기 직전까진 BTC를 페깅하는데 쓴다고 했답니다. 심지어 루나는 체인하고 BM 말도 안되게 좋았어요. 그 ai도 없던 시절에 MSTR보다 소프트웨어 사업 잘했다구요. MSTR STRC 약관이든 구조적으로든 찾아보세요. 구조가 무너질때 당신에게 돌아가는건 없습니다.
김두한@gimduha77994334

$STRC 이거 젤리좌가 구조 위험하다고 얘기하긴 했는데 세일러는 그런 거 모르겠고 무지성 롱 모드네 ㅋㅋㅋㅋ

한국어
10
3
39
5.1K
중얼거리는 남자
중얼거리는 남자@CurbsideCroaker·
월 10억 트레이딩으로 버셨다면서요. 그냥 트레이딩 계속하시면 되잖아요. 강의까지 파실 필요는 없는데. 갭투자 100채 굴리는 분이 왜 부동산 강의를 파십니까. 그냥 한 채 더 사시지. 종목 추천이 그렇게 잘 맞으시면 본인 계좌나 굴리세요. 단톡방 회비는 왜 받아요. 비트코인으로 네자리 만드신 분이 굳이 리딩방을 운영하시는 이유. 패시브 인컴이 진짜 패시브였으면 강의 마케팅을 그렇게 액티브하게 안 하시겠죠. 4시간만 일해도 다 된다면서, 그 4시간 다 유튜브 편집에 쓰시던데요. 프롬프트 하나로 월 1억 버신다면서 왜 그 시간에 강의를 찍고 계세요. 여자 100명 꼬셔봤다는 분이 왜 픽업 강의를 파시는지. 101번째가 더 급하지 않으세요.
한국어
22
71
294
31.3K
FoundersFi retweetledi
Black Bond PTV
Black Bond PTV@BlackBondPtv·
🚨💣⚖️JOUR 2 DU PROCÈS MUSK vs OPENAI : ELON LÂCHE DES BOMBES ! Pendant 3,5 heures de témoignage, Elon Musk balance tout sur ce qu’il considère comme une trahison d’OpenAI : Il a injecté 38 millions de dollars dans ce qui devait rester une organisation non lucrative et open source. Ils lui avaient même promis des actions. Mais il refusait : « Une œuvre de charité ne devrait pas distribuer des actions, ça sent le pot-de-vin. » Quand Microsoft a injecté 10 milliards, Musk envoie un SMS à Sam Altman : « C’est quoi ce bordel ? D’où vient tout cet argent ? » Réponse de Sam : « Ouais, ça a l’air vraiment mauvais… Mais si tu veux des parts , on te les donne. » Résultat : Musk réalise qu’il a financé une « œuvre de charité » qui s’est transformée en machine à cash pour Sam Altman et ses associés, avec une introduction en bourse en ligne de mire. Et cerise sur le gâteau : les avocats d’OpenAI ont tenté de rabaisser Grok en disant qu’il était loin derrière ChatGPT. Musk a répliqué cash : « Plus maintenant. » Rendez-vous pour la suite demain.
Black Bond PTV tweet mediaBlack Bond PTV tweet media
Black Bond PTV@BlackBondPtv

🚨⚔️ELON MUSK DECLARE LA GUERRE À OPENAI AU TRIBUNAL Ce matin, Musk est venu témoigner et il balance sans filtre : « Si on n’arrête pas ça, l’humanité va droit dans le mur. L’IA pourrait dépasser l’intelligence humaine dès l’année prochaine… et entre de mauvaises mains, c’est la fin. » Il accuse OpenAI d’avoir trahi sa mission initiale : - Créé comme organisation NON PROFIT et OPEN SOURCE pour protéger l’humanité. - Sam Altman l’a transformé en machine à fric. Musk : « Si un type peu fiable contrôle l’IA la plus puissante, c’est un danger existentiel pour toute l’espèce humaine. » Il défend xAI, SpaceX et Starlink comme les vrais remparts pour l’avenir. Musk vs Altman, round 1 terminé… et ça continue demain.

Français
48
734
3.4K
258.2K
Alis volat propriis
Alis volat propriis@Alisvolatprop12·
이거… 정말 치킨 게임 하려나 본데…
한국어
15
9
240
69.1K
FoundersFi
FoundersFi@FoundersFifn·
@AltcoinLtd 조용히 떠나도 시장은 오늘은 연설 전후로 내려가지 않을까요? 그가 트럼프에 대한 분노를 시장에 매파의 언어로 풀고 갈것 깉아서요. 공은 캐빈워시에게 갔지만 좋게 넘길것 같지는 않아서 마지막 선물로 시장에 충격을 주지 않을지요??
한국어
0
0
0
168
FoundersFi
FoundersFi@FoundersFifn·
@rklb_invest 파월이 오늘 굿빠이 시장 폭락을 부르고 떠날것 같네요. 왠지. 점도표도 없는 이런날 그의 입이 가장 두렵게 껴지는 오늘. 궁금하네요. 시장은 또 무시할지 오픈 AI 사태의 본격화일지.
한국어
0
0
1
181
Param
Param@Param_eth·
The Story of Tom Lee (ETH Maxi): > Born in 1969, USA 🇺🇸 > Studied Economics at Wharton School > joins JPMorgan as equity strategist > becomes one of the top Wall Street analysts 2014–2017: > starts studying Bitcoin > one of the first Wall Street voices bullish on BTC > co-founds Fundstrat Global Advisors > focuses on equities and crypto research 2025: > joins BitMine Immersion Technologies as Chairman > raises $250 millions+ from major investors > aggressively buys Ethereum > builds multi-billion ETH position > aims to own significant % of ETH supply > one of the biggest public ETH holders (via BMNR)
Param tweet media
English
11
1
47
2.4K
FoundersFi
FoundersFi@FoundersFifn·
Jane Street: High Alpha, Zero EQ.
poof@poof_eth

Had a Jane Street interview in 2013 that still bothers me. It was my 6th round. Final interview. The guy walks in carrying no laptop, no notebook, just a cold brew and what I later realized was a single IKEA tea candle. He writes on the whiteboard: food: $200 rent: $800 utilities: $150 candles: $3,600 family: dying Then he turns around and says, “Optimize.” I laughed because I thought it was a culture-fit bit. He did not laugh. So I said, “Well, obviously you spend less on candles.” He says, “Assume candles are non-discretionary.” Okay. I start building a model. Basic constraint satisfaction. Family survival as a soft penalty. Candles as a state variable. Maybe there’s an arbitrage where you buy wholesale paraffin and convert the $3,600 line item into inventory. He stops me. “You’re thinking like a consultant.” That’s when I knew I was in trouble. He says, “Give me a bid-ask on family dying.” I say, “What?” He says, “You’re long candles, short family. Where do you make markets?” I try to recover. I say the real issue is liquidity: rent and utilities are fixed, food is elastic, candles are emotionally inelastic. Therefore the optimal strategy is to securitize future candle enjoyment and borrow against it. He nods for the first time. Then he asks, “What time do you sell the candles?” I say, “Whenever the market is liquid?” He says, “Be more specific.” I say, “Uh… 10 a.m. Eastern?” For the first time, he smiles. He goes, “Every day?” I say, “Every day.” He says, “In size?” I say, “In size.” He says, “And what do we call that?” I say, “Market manipulation?” The room gets very quiet. He looks disappointed and writes something down. “No. We call it providing liquidity to candle ETFs during the U.S. cash open.” I try to save it. “Right. Of course. The family isn’t dying because we underfunded them. They’re just experiencing temporary price discovery.” He nods again. Then he points back at the board. I had missed it. The utility bill was $150, but candles provide light. You can zero out utilities. I update the budget: food: $200 rent: $800 utilities: $0 candles: $3,750 family: still dying, but now in a more capital-efficient way He says, “How confident are you?” I say, “0.95.” He smiles and circles candles. “0.95 huh?” Then he asks me to estimate how many leveraged longs get liquidated if we dump $3,750 of candles at 10:00:01 every morning for 90 consecutive trading days. Needless to say I did not get the offer.

Polski
0
0
1
86
FoundersFi
FoundersFi@FoundersFifn·
Elon fighting for the soul of AI 1/6 Elon is not just suing out of spite. He is taking a stand against the ultimate betrayal. OpenAI was built to be a non profit for humanity but turned into a closed source profit machine for Microsoft. Today the fight for the soul of AI finally begins. 2/6 The strategy is brilliant. By narrowing the focus to Breach of Charitable Trust Elon is moving the battle from a biased jury to a judge who understands the law. It is about holding them accountable for breaking a sacred promise made to the world. 3/6 Greg Brockmans 2017 diary is the smoking gun. It shows they were already planning the pivot to profit while taking Elons donations. A textbook bait and switch. The judge saw this and agreed there is more than enough evidence to proceed to trial. 4/6 Judge Rogers is the perfect person for this case. She took on Apples monopoly and won. She will not be intimidated by OpenAI or Microsoft. She has already noted that the records show a clear case that needs to be answered in court. 5/6 This is not about money for Elon. It is about preventing AGI from being monopolized by a single corporation for profit. If Elon wins it forces a reset to the original mission. AI must benefit everyone not just a few shareholders. 6/6 Standing with the original vision. AGI must be open and safe for all of us. @elonmusk keep fighting for humanity. The truth is coming out at last. #ElonMusk #OpenAI #AGI #Lawsuit #MSFT #TechStrategy #JurySelection #FoundersFi #FutureOfAI #TruthPrevails
English
0
0
2
52
FoundersFi
FoundersFi@FoundersFifn·
6/6 Verdict expected by late May. My take? @elonmusk is playing 4D chess. Freezing OpenAI's IPO path to clear the runway for SpaceX’s own massive liquidity event. Looking forward to the masterclass in legal strategy. #ElonMusk #OpenAI #MSFT #SpaceX #AI #Lawsuit
English
0
0
1
46
FoundersFi
FoundersFi@FoundersFifn·
5/6 The stakes for MSFT? Massive. 45% of Azure’s future revenue pipeline is tied to OpenAI. Any ruling that ousts Sam Altman or forces a return to non-profit status will send shockwaves through Microsoft’s valuation. This is not just a drama. It is a portfolio risk.
English
1
0
0
32
FoundersFi
FoundersFi@FoundersFifn·
1/6 Day 1 of Musk vs OpenAI. Jury selection started today April 27 in Oakland. Forget the headlines saying Musk already lost—that is just noise. If you look at the filings Elon is actually narrowing the battlefield to maximize his winning odds. Here is the real play. 🧵
FoundersFi tweet media
English
2
1
2
68