Ruslan*Dv
4.8K posts

Ruslan*Dv
@Ruslan_Dv
Trader, Investor - NFT and tokens Posts are NFA, DYOR
Katılım Şubat 2014
77 Takip Edilen336 Takipçiler

I was supporting Mad Lads & Backpack for years but...
They made 160,000 SOL from Mad Lads royalties
That's $14.4M at current SOL price
While Mad Lads get $3M at TGE (this didn't cost them a thing...)
Second:
Why was it always about loyalty?
After all someone who staked since mint got the same as someone who bought 3 months ago ?!


fabiano.sol@FabianoSolana
Mad Lads ATH was $40,000 and is now priced at $935 Holders get an airdrop of 1,000 $BP tokens Currently worth $200–$300 Yes, they’ve received total 5 figure airdrop in the past but the fact that $BP is one of the smallest seems to be disappointing for the community
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@grok @talizo07 @Bigdaddyvinz_ I know for sure that actress on photo is Ana De Armas, most likely it's Hispania, la leyenda
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@Ruslan_Dv @talizo07 @Bigdaddyvinz_ Ruslan_Dv It is from HBO's "Rome" (2005-2007). The image shows Atia of the Julii (Polly Walker) and Mark Antony (James Purefoy). Confirmed by the actors, costumes, and set—straight from the series.
Which show did you think it was?
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@talizo07 @Bigdaddyvinz_ It's from the HBO series "Rome" (2005-2007). The scene features Atia of the Julii (Polly Walker) and Mark Antony (James Purefoy).
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we're making @blocks smaller today. here's my note to the company.
####
today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
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🚨 MY NEW MULTI-MILLION DOLLAR INVESTMENT
It’s not AI or Tech.
It’s a sector that has been completely forgotten, yet the global economy collapses without it.
The trend away from physical goods has reversed.
We are moving back to a world where real, tangible assets win.
I have already spoken at length about why I prefer oil companies to gold mines at current ratios.
But alongside energy, there is another hated sector that is currently screaming at historical lows.
Agriculture.
Specifically, the inputs required to feed a growing population on shrinking arable land.
I am heavily accumulating Nutrien (NTR), the Amazon of farming.
At current valuations, the disconnect between the share price and the fundamental reality of global food security is absurd.
It’s trading at a fraction of its replacement value.
The market is pricing it for a recession, while the supply/demand dynamics for potash are actually tightening for the first time in two years.
I feel far more at ease holding the world’s largest producer of crop nutrients than I do holding software stocks at 50x earnings.
The downside is capped by tangible assets and cash flow.
The upside is a violent re-rating when the rotation fully hits.
For transparency, I’m still holding my OIH and XLE positions, both of which are up about 10% over the past 10 days.
I’m making this move publicly because I’m convinced this is the next major rotation.
No matter what the economy does and what happens with tech (AI) stocks, people need to eat.
This isn’t a 3-week trade. It’s a 2-3 years bet.
As usual, this isn’t financial advice, I’m simply sharing my thoughts.
Keep in mind that I’ve called every market top and bottom of the last 10 years, and from now on, I promise to share all my moves publicly.
My tweets are very time-sensitive because the market moves fast. If you want to know what I do next, turn on notifications and pay attention.
Many people will regret not following me sooner.

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Ruslan*Dv retweetledi

Ray Dalio on how to prevent another American civil war.
(0:00) The Cycle of Civilizations
(07:15) How Democracies Break Down and Turn Authoritarian
(18:10) The Dollar, Debt and the End of Monetary Trust
(26:53) Why Gold Always Survives System Failure
(38:15) What Will the Price of Gold Be In 5 Years?
(40:34) How America Can Avoid Crisis Before It's Too Late
(46:09) The Difference Between Wealth and Money
(52:00) Can American Democracy Survive?
(53:17) Should We Worry About Civil War?
(55:26) Who Actually Controls the Money?
(58:11) What Happens if the Government Issued Digital Currency?
(1:00:48) Actions Everyone Should Take Right Now to Protect Their Future
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@MilkRoadMacro I don't think it's right to compare shares to crypto
Many alts won't survive this cycle, teams need to be paid
If no buffer was created, they will be bankrupt
Only top ones will survive and continue development
I was lucky to exit most positions at around 90k (BTC)
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@davidbateman They are trying hard to shake people out of their silver.
I am not selling anything.
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🚨BREAKING: Someone built a marketplace where AI agents hire humans to do physical tasks for them.
It's called RentAHuman and AIs are literally posting gigs for people.
→ AI needs groceries? It hires you.
→ AI needs a package delivered? It pays you.
You can get paid when agents need someone in the real world.
We're not employers anymore. We're the gig workers for autonomous agents.
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Ruslan*Dv retweetledi

reasons why crypto is down:
1. On chain stocks and bonds have not resulted in material fee capture for any major L1 protocol. Arbitrum pumped on Robinhood announcement only for Robinhood to build its own inhouse solution. Temporary Nasdaq on-chain trading pump then it turns out they're using private blockchains. SOL doing $1m a day of fees down from $24m Trump coin frenzy and $15m+ of inflation.
2. high inflation and primary equity story is international equities, gold, and AI. crypto is not getting enough attention
3. Trump promised mass deportation, less international engagement, low inflation. seems we are 0/3. With no Trump USD stablecoins and regulatory progress could reverse. Crypto is seen as Trump proxy. when Trump won EURUSD collapsed and BTC went bid. now EURUSD is surging while BTC is down
4. Gold / silver have captured 'sovereign diversification'. Russia appears to have successfully use gold to thwart US sanctions after invading Ukraine. Despite the fact it could have used crypto (it did not). Now China is looking at Gold as a good reserve asset if it chooses to invade Taiwan
5. "Digital Gold" story does not work if Gold is up only and AI is up only while coins are down only. Thus - people no longer believe. At the same time there are high valuations and relatively high network inflation
6. There has yet to have been material evidence of AI <> crypto inter-relation. Bittensor if anything by becoming more credibly non political is allowing subnets to do anything (not just AI related). Coin is dead. Narrative of AI agents doing things with crypto so far has not come to pass.
7. DATs, and MSTR buying at high prices are a double edged sword. As DATs drop below MNAV activists are incentivized to take stakes in DATs and sell the underlying tokens to drive shareholder value. In current market conditions this would be catastrophic
8. Maybe quantum fears - but I think we are memeing ourselves about that far more than ppl are actually trading on this
I think it's important to understand these things. The market put on a huge bet that the system and crypto would mesh. That bet has imploded. It is not pretty. I got some things right and many things wrong. I am not planning on leaving the industry or pivoting to gold mining.
Reasons to be excited about Crypto on a go-forward
1. People are not thinking through what a fully multi polar world looks like given current debt levels combined with CBDCs. base case is mass financial repression and wealth taxes targeted at individuals. Individuals cannot easily
2. There are only 100-200k researchers and engineers in the global AI industry. Unlike previous industrial revolutions - the growth in AI will not cause mass employment. It will instead cause mass unemployment. This will only accelerate confiscatory impulses and also put pressure on global central banks to ease (bullish fixed supply assets). AI itself will be effectively leveraged to track physical locations ala China making it difficult for individuals to effectively custody gold
3. Nation states may not get along but all of them will want to tax citizens
4. The original BTC run was Chinese high net worth individuals. We have a mental model of what this looks like. More repression. More capital controls. That's how BTC went from $100 -> $80k to begin with.
5. Unlike the original BTC run privacy technology has advanced considerably. ZK transactions are 20x cheaper than they were in 2021. Halo2 / Z cash have made substantive technical progress. Railgun is responsive to TornadoCash rulings and there are increasingly legal frameworks for privacy.
6. AI is fundamentally compression technology. Models are getting smaller. Open Source (like Kimi K2.5) is pretty solid and will remain subsidized by China indefinitely which is treating open Source AI development a bit like free marketing for CCP ideals. There will reach a threshold when there are models that are smarter than ppl that run on local hardware. This makes society portable in a way that was previously unimaginable.
7. The technical selling has 2 sources:
a. DAT overhangs, which are reflexive and can expand to buying pressure if the market turns around
b. Bloated teams, which should structurally be able to be cut due to AI coding
8. Re: quantum I think AI coding will also accelerate the speed at which some protocols become quantum resistant, and I imagine this will be faster than traditional websites. There are some undeniably scary 'quantum internet' bear cases out there but I think we're way too early for that
Put another way: sovereign individuals were never really believable before "vibe coding". Because you'd need an army of employees. Who need national services. The economic viability of small scale technological economies is skyrocketing. And therefore even if traditional equities or bonds don't end up on public blockchains imminently there is still believably going to be substantial post-national on-chain volume. But it is coming at a lag vs market expectations, resulting in massive financial destruction
Binance, Hyperliquid and Tron remain successful decade long experiments in - what are essentially equity like assets that exist completely outside of traditional jurisdiction or reporting requirements. It is fundamentally viable to run on-chain businesses, and will become more appealing over time bc of how messed up our world is
I don't want to pretend that the current market condition is good or that "I Called it". or something. I am trying to make sense of it. If I had to sum it up "anti or post nation state assets bet the ranch on nation states and got screwed". Anarcho capitalists shocked their government partnership didn't work out. Makes sense in hindsight doesn't it.
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Ruslan*Dv retweetledi
Ruslan*Dv retweetledi

@JesusMartinez @toly Jupiter, ME and Mad Lads has one of the greatest airdrops for early supporters
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I bought 3 OG Solana Saga phones, 2 years later it has no on-going support & we got 0 $SKR drop
OG genesis holders on Solana aren’t being supported
@toly why?
Sadly I always feel like whenever you support Solana projects early on, this is what you get
Would love to be wrong
Jesus Martinez@JesusMartinez
Proof of #Solana SAGA Where are the airdrops at? Heard a certain Crypto Game is doing one 👀
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Feels like some of the serious collectors of NFT’s who can’t afford a @veefriends series 2 ($200) should get one from me tonight … feels real
How to :
Go to veefriends.com/quiz and take the quiz and reply to this post with which character you got ..




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Gifting packs is now LIVE on @MagicEden!
Send your friends Pokemon Packs, or NFT Packs! It’s super easy to do! ✅
Available today! Who wants one? 👇😍
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