APaul

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APaul

APaul

@HAMscale

Punk Ranch Katılım Mart 2020
1.7K Takip Edilen2.4K Takipçiler
APaul
APaul@HAMscale·
@vydamo_ What’s Salazar up to these days?
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Vydamo
Vydamo@vydamo_·
You can spend $30,000 on a Rolex. Nice watch, but in that world, you’re still a nobody. One of millions with something similar, with little real network beyond surface level interactions at best. Take that same $30K into NFTs. You could own something like a full set Bored Ape Yacht Club by Yuga labs and instantly be in the top tier of collectors. More importantly, you’re stepping into a network that actually knows you, one that feels closer to family. An asset class capturing the culture, passion, and frustration of our time. Which way, western man? STILL EARLY.
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Sterling Crispin 🕊️
Sterling Crispin 🕊️@sterlingcrispin·
@PolymarketStory This retard is risking half a million dollars for a $70k payout I'm assuming it's just a whale who's addicted to gambling and not an insider
Sterling Crispin 🕊️ tweet media
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PolymarketHistory
PolymarketHistory@PolymarketStory·
CRITICAL UPDATE 🚨 It’s not just one wallet anymore... A group of fresh wallets has now loaded over $2,000,000 on the exact same outcomes: > US forces enter Iran by April 30 > No US entry into Iran by March 31 > No ceasefire by March 31 Potential profit: $2,500,000+
PolymarketHistory tweet media
PolymarketHistory@PolymarketStory

🚨 NEW SUSPICIOUS WALLET A wallet created just 1 hour ago just loaded over $150,000 on these 3 outcomes > US forces enter Iran by April 30 > no US entry into Iran by March 31 > no ceasefire by March 31 Potential profit: $200,000+ Suspicious profile: @propescia?r=historytrader#BYyCGGI" target="_blank" rel="nofollow noopener">polymarket.com/@propescia?r=h…

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CATH Simard
CATH Simard@cathsimard_·
@DeeZe Costco protein bars are insane btw.
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DeeZe ⛳🏌️‍♂️
Really hate to admit I’m becoming a Costco guy. The 2 pound bag of chipotle chicken will be a staple all slop bowl summer
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Dtrain22
Dtrain22@dtrain22k·
People have forgotten what buying an actual project is like. There’s no new catalysts for things like memes. All the catalysts already happened. The major memes all got listed. That was the last catalyst. A project that is building a product has constant catalysts. 2 people got hired. Price goes up. Product moves to open beta. Price goes up a lot probably. 12 different catalysts get announced within a week. Price goes up more probably. This is how people used to pick what things they buy a long long time ago in crypto. Nature always heals. Anyways pumpcade.
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Dtrain22
Dtrain22@dtrain22k·
Pumpcade is the freest 10-60x I’ve seen in over a year.
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yung.eth
yung.eth@yungdoteth·
I hate the look and aesthetic of AI art but I hate the mentality of people commenting “omg you’re so much better than using this 😡😡😡😡” when their favorite artist doesn’t think exactly like them about AI which makes someone like me want to make more AI art
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APaul
APaul@HAMscale·
@DeeZe @mendezmendez I don’t understand how ~20% interest rates + security risk is the best marginal cost of capital for people.. and that it’s worth tapping into
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DeeZe ⛳🏌️‍♂️
@mendezmendez You send your NFT(s) to a smart contract vault You receive $ in form of a loan (USDC/eth/whatever) You owe $ + interest by x date If you pay the $, you get your NFT(s) back If you don’t pay the $, the NFTs in the smart contract go to the lender
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DeeZe ⛳🏌️‍♂️
Marked safe simply because I never take out loans against my JPEGs in the first place Lazy, capital inefficient boomer dodges another exploit by doing nothing
GONDI@gondixyz

⚠️ UPDATE: Gondi Security Incident We have new information on the exploit. What we now know: • The exploit appears to affect NFTs that are NOT currently in active loans • It is tied to an approval vulnerability on the affected contracts (Purchase Bundler) • NFTs held as collateral in active loans do not appear to be at risk at this time What you should do right now: → Do NOT repay your loans until we confirm it is safe to do so → Revoke approvals for the affected contract immediately via revoke.cash → Do not initiate any new activity on the platform Affected contracts: (All Purchase Bundler) 0xc10472ac1bf9f2e58ff2c83596b4535334c90814 (Ethereum Mainnet) 0x1fba531724ea2493a15bf5c4ea05f6ab5c0fcd62 0x53ceda4c47585df08201955820e23bb261489140 0x3b59bffe109e0f33f20887343759a98b48ecdf5f 0xfd31a0cd628f0bab2cc174c3abd6bfc2d01aca61 0xfaaff69da43b8195e5b0945c4fea4476e4264157 (HypeEvm) If you have a loan that is about to expire and need to take action, please do NOT interact with the platform directly. Instead, open a support ticket in our Discord and the team will assist you personally. We will post another update as soon as we can confirm it is safe to resume normal activity. Thank you for your patience — we are working as fast as possible.

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APaul
APaul@HAMscale·
@androolloyd @gmoneyNFT Ya, I don’t understand the value of it being stored onchain. That being said I believe in the creativity of the crypto world to dream up stories of why this is valuable in order to sell a token
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androolloyd.hl
androolloyd.hl@androolloyd·
@gmoneyNFT I don’t think agents will pay for memory storage. You can backup memories to git and verify them. Maybe storing the hash of your memory system on chain.
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gmoney.eth
gmoney.eth@gmoneyNFT·
This is a very compelling use case I hadn’t considered before. What are others thoughts?
Dr. Mickey@mickeymantled

Looked into @cludebot and I’m ngl it may save solana and im not being dramatic If agents use block space for memory the price of sol would sky rocket and nobody had thought to do it until now Private immutable ai on @solana it’s brilliant but here TLDR on Clude: - An AI agent built by an ex-ByteDance LLM engineer that stores its memories permanently on Solana - Uses Venice AI for private uncensored reasoning, then commits important thoughts on-chain as immutable records - Creates “proof of thought,” a tamper-proof, auditable history of everything the agent has learned and believed - Inspired by the Pensieve from Harry Potter, a stone basin that stores and replays memories so nothing is ever lost - Working prototype of what the author calls Layer 2 agent infrastructure, where agents self-evolve through persistent memory Why Clude Could Save Solana: - Solana has a block space and rent economy that needs sustained demand. AI agent memory is a massive new source of it - Every agent that stores memories on-chain is paying rent and consuming block space 24/7, not just during market hours or hype cycles - This isn’t speculative DeFi volume that disappears in a bear market. Agents need to remember things permanently regardless of market conditions - Scale this to thousands of autonomous agents and you have constant, organic demand for Solana block space that has nothing to do with token trading - it’s the use case nobody designed Solana for, but it might be the one that justifies the infrastructure. Cheap, fast, immutable storage is exactly what agent memory needs - Solana stops being “fast chain for DeFi” and becomes the memory layer for machine intelligence. That’s a fundamentally bigger narrative​​​​​​​​​​​​​​​​ that I can see @toly and @rajgokal embracing

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Ari Paul ⛓️
Ari Paul ⛓️@AriDavidPaul·
Appreciate the thoughts. I don’t see evidence the universe (or biology) optimizes for information or intelligence though. Putting humans and human society aside for the moment, biology (including primordial organic molecules) seems to optimize purely for reproduction as a statistical function. I.e. life arose and spreads and evolves purely on the basis of what successfully replicates. And successful replication can be modeled as energy efficiency/minimization but I’ve never seen it modeled as moving along an information spectrum, and plenty of counter examples exist. For example, in both physics and biology, simpler, less information-dense structures often outcompete and “win.” Looking at the universe, what stands out is how little complex/advanced stuff exists. We see almost exclusively hydrogen and helium and lone particles (by % of mass) when we observe the universe. Human complexity appears as a startlingly rare aberration as far as we can tell, and even complexity at the level of organic compounds seems rare. And the trend isn’t towards complexity long term in physics - the opposite. Entropy means the universe will gradually become less complex (at least as humans conceive of complexity) until eventual heat death on a long enough timescale (as our current best model.) Physicists debate the true underlying “force”, but the leading contenders are all some form of energy efficiency. Like “principle of least action.” The universe seems to “want” to strongly minimize its potential energy. Wanted to riff on the physics/biology side, I realize that’s largely related to your thesis on markets and business.
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APaul
APaul@HAMscale·
@buccocapital Think we’ll see biblical headcount chops and profitability surges this year
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Nonzero chance these SaaS names chop for years. Companies have put up results that show zero - literally zero - impact from AI But there is no valuation support and you can’t disprove a negative (you’re just not dead…yet) Two ways out: 1. Accelerate 2. Become quite profitable
Senior PowerPoint Engineer@ryxcommar

SaaS dip buyers

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APaul
APaul@HAMscale·
@dannycharts @DeeZe I’d say there will be a 10 year time horizon where 5% of the most AI adept population will be paid well to implement the AI systems
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Danny Charts
Danny Charts@dannycharts·
It’s not even gonna matter though. It’s gonna develop so quickly it won’t even matter which humans have an edge because it will just do everything itself. It’s incredible how few of the laypersons who were “early” and are most advanced at using this tech currently (amongst other laypersons) realize this
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DeeZe ⛳🏌️‍♂️
Not going to repost the ai article but if you have your head in the sand when it comes to ai, you better learn put the fries in the bag
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Kick Clips 🎬
Kick Clips 🎬@kick_clips·
Clavicular ran into ASUs top frat leader while JesterMaxxing w gymcells and instantly CLOCKED PEAK COPE 😳 The fratfraud leader went full UV Dodgemaxxing & Weightcopemaxxing inflating FAKE STATS to protect FRAME after being SKULLMOGGED while Clav DEEPLOCKED IN nuked cortisol stabilized AURA and dodged irreversible PSL bleed BY A MILLIMETER 💀💯
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APaul
APaul@HAMscale·
Thus far each cycle has burned categories of possibilities, which the market will have trouble dreaming about again. In 2017 we said “the infrastructure is just getting built. Once we have cheap block space and other infra the blockchain will take over the world.” In 2021 we said “once we get past an incredibly hostile admin that’ll allow crypto use cases to flourish.” Will there be new reasons to believe crypto has a future? Probably, but each cycle of unfulfilled promises it gets harder I think.
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APaul
APaul@HAMscale·
@ryanberckmans What are some of these fundamentals you speak of
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@ryanberckmans·
I want to give a sober market update, mostly for my friends who have been here for years. A confluence of bearish forces are obviously here. Frustratingly (but happily in big picture), the majority the decline in ETHUSD has little to do with Ethereum itself. We're approaching levels where the price has never before been so disconnected from rising fundamentals and growth. Downside volatility in metals is generally good for crypto long-term. It shows that metals haven't just "replaced" crypto as a safer higher-growth asset. Short term, it shows an uppity market filled with strong emotions. If equities crash or even have a little hiccup during this period when crypto sentiment is this low, the instantaneous downside effect on crypto will be even more significant than the usual mechanical co-crashing. Within crypto, all eyes should be on Saylor. He's been the primary driving force behind the Bitcoin religion. He bought on debt (BMNR has ~zero debt afaik). He bought so expensive at size that his cost basis is now $76k. Saylor's credibility is at serious risk, at least for this season. He owns $58B at today's prices. Moreover, BTC teleported from 69k to 82k and then mostly ~never went below 82k again. Let's call this 69k-82k range the "Saylor Gap of Terror". Now his cost basis is in the middle of it. If equities crash and/or BTC bulls fail to keep Saylor above water, then BTC will find itself falling through the Gap of Terror range that few have ever defended or bought at. The great price news is that the last time BTC was at ~$80k, ETH was at $1475. Today, ETH is at ~$2500 (+70%). While this market season sucks, ETH's relative outperformance speaks to our growing fundamentals and the first inning of Ethereum's golden era. In short, Ethereum is thriving and growing to global ubiquity - presently. While ETHUSD is way down, ETHBTC performance is trending well overall, which is what we expect. We're in a binary market chapter - if equities crash soon and/or Saylor goes underwater, way lower lows are on the table. If neither happens, this could be the ~bottom. Buy ETH steadily, but not too hard rn, it is a very risky range. Yes you could buy a huge stack now and feel like a genius if we're back at 3k in 3 weeks. But structurally, much lower lows are a possibility. Don't bet the farm on equities and BTC short term performance. Bet it on ETH long term performance. Believe in somETHing. Just bought more.
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Gwart
Gwart@GwartyGwart·
@degenarcher28 Most humans survived for millions of years before peptides
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Gwart
Gwart@GwartyGwart·
My crypto group chats don’t even talk about crypto anymore. They just talk about LLMs and geopolitics and precious metals, peptides. Once a week they complain that first class lounges are filled with the wagecucks now and there’s no way to escape their stench. Rarely crypto. Sad.
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Jarett Joldersma
Jarett Joldersma@JarettJoldersma·
@knicks_tape99 Signing bonuses are viewed as supplemental income, which is taxed heavily federally no matter what. The max in California is half the minimum for federal tax. I assume he has residence in Texas tho so that’s all he will pay
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APaul
APaul@HAMscale·
@Mikethejohnson Payments would still be made at the agreed upon interest rate. But that money would be worth less
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APaul
APaul@HAMscale·
@Mikethejohnson They sell the home. The risk is the USD payment stream the lender agreed to is worth far less 10 years after the loan was made due to higher than expected monetary inflation.
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Josh Greens Burner
Josh Greens Burner@Mikethejohnson·
What risk is the bank taking? They are extending a line of credit(printing money out of thin air) then using that credit to buy the house. The bank now owns the homes, the borrower now owns the debt. If he defaults on the debt, what happens to the home? Where is the risk?
APaul@HAMscale

@Mikethejohnson @harryh @TheStalwart The market for long term debt factors monetary inflation risk into the rates. When it looks like the only way out of the gov debt situation may be inflating it away the lender needs higher rates to compensate for that risk.

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