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Rasmr Clips
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Rasmr and Mando's full conversation discussing TAO...
"They call it the Bitcoin of Ai"
"Essentially the supply of coins gets moved to subnets based off of how much revenue that subnet makes. A subnet is different things people are doing in Ai, it can be an LLM, image generator or prediction markets. There is basically a system that rewards the best thing being built in the network based on their revenue"
"There is some cool stuff being built but the difference is Naval is smart and Jason Calacanis is not. There is a different group of cabal behind TAO. It has semi XRP vibes but flashes of this could be the next big thing"
"There is some legitimate demand for the idea that we need to have decentralized training of LLMs and a system like this could be an interesting way to do it. There is a lot of promise around it but its not quite there yet"
English

Rasmr reveals that he is bullish on pump and is opening a long...
"Alon has dropped into MW2 on rust with an intervention and has quick scoped every single one of this opps"
"I don't see how pump is not undervalued, every time a competitor comes around they all disappear and if you look at pumpfun, they have dominated. If the trenches come back pumpfun is poised to feast"
English

Mando explains why he is betting on crypto breaking out at the moment...
"I woke up this morning and Gold was trading at $4,100 and Bitcoin was still at $68,000. Gold basically dropped to its 200 day moving average in about a month and Bitcoin didn't really do anything. That's a pretty good correlation on Bitcoins side"
"I just sat there and thought this feels like a good risk reward trade, everyone sounds like they're too smart. I saw people comparing it to covid this morning... it just feels like a long"
English

Rasmr explains why the Strait of Hormuz being closed doesn't effect the U.S. as much as other countries...
"If anything, other countries are actually going to take bigger hits from the war than the U.S. will"
"The U.S. is uniquely poised to bend and not break. Go outside in the United States you don't even know the war is happening"
English

Rasmr explains why he has been on the other side of the Threadguy and Intellectual cabal oil trade...
"Donald Trump has levers to keep oil prices in control while he does these geopolitical actions"
"Oil is the biggest commodity in the world and its up 60% and its being pumped by speculators"
"I'm not convinced that oil is a direct one-one expression of escalation of the war"
English