Swizzy

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Swizzy

@SwizzyOnChain

Actuary. Crypto. Numbers over narratives.

Irregular Articles 👉 Katılım Kasım 2021
824 Takip Edilen8.4K Takipçiler
Swizzy
Swizzy@SwizzyOnChain·
@catmanyau none yet, still need to try and test
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catman
catman@catmanyau·
@SwizzyOnChain local voice changes everything. what's the first agent you'd build that was impossible with an api latency?
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Swizzy
Swizzy@SwizzyOnChain·
Everyone assumes AI agents need a data center behind them. Google shipped Gemma 4 12B last week. Full vision, native voice, agent capability. Runs locally on 16GB of RAM. No API call. No cloud dependency. Here is what that actually breaks: > The dependency: every "AI agent can be shut off" story this year (Anthropic's export-control ban, China forcing Doubao and Qwen to kill agent features by July 15) shares one root cause. A company somewhere controls the switch. > The workaround: a model small enough to run on your own hardware can't be switched off by an export control or a bad quarter. > The crypto parallel: this is the same thesis DePIN has been selling for two years. Akash, io.net, Render. Compute you own beats compute you rent. Most people think local AI is a privacy feature. It's actually a censorship-resistance feature. Same rule as self-custody. Not your weights, not your agent. Would you trust a local model over a frontier API for anything that touches your wallet? Reply below.
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Swizzy
Swizzy@SwizzyOnChain·
@milly_rock7 true, and still even a decentralized model has the implementation risk
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milly.hl
milly.hl@milly_rock7·
@SwizzyOnChain local model running your wallet logic feels like the only move that actually removes the third party risk
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Master
Master@Coinmaster100x·
@SwizzyOnChain owning the infrastructure behind your agents could become a major theme in the next AI wave
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Master
Master@Coinmaster100x·
@SwizzyOnChain staking yield is attractive but supply concentration always adds new risks
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Swizzy
Swizzy@SwizzyOnChain·
Tom Lee's BitMine just crossed a number most of CT hasn't clocked. 5.77 million ETH. 4.8% of the entire circulating supply. Here's the machine underneath it: > 4.88M of those ETH are staked > Projected staking revenue: $211M a year > Lee's own internal target: the "alchemy of 5%" The concentration math: 5.77M ETH / 120.7M circulating = 4.78% One more accumulation round crosses 1 in every 20 ETH in existence Retail spreads ETH exposure across LSTs, exchanges, and DeFi vaults. BitMine is building the opposite: one balance sheet, one CEO's target, one number to watch. Not a bull case. Not a bear case. A concentration risk most holders aren't pricing. Comfortable with one company holding 5% of ETH supply, yes or no?
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Swizzy
Swizzy@SwizzyOnChain·
@solquicks if he was normal we would not have Ethereum today!
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T.M.A
T.M.A@Tma_420·
After going viral @AngelaNikolau_ collection pumped from 1 ETH to 7 ETH floor now
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Swizzy@SwizzyOnChain·
@inversebrah no but that‘s have every new chain memecoins behave after 1 week
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Swizzy
Swizzy@SwizzyOnChain·
AI just entered its third phase. Phase 1: compute. Phase 2: power. Phase 3: memory. Who owns it, who can access it, who gets paid when it's scarce. TradFi already priced this in: > Micron (MU), SK Hynix, Samsung -> memory chips > Astera Labs, Rambus -> data movement > SanDisk, Western Digital, Seagate -> storage I ran the $MU actuary numbers 5 days ago. Forward P/E 8x looked cheap. It wasn't. Crypto hasn't priced this trade at all. The open memory layer for AI agents: > Walrus ($WAL) ~$75M mcap > Arweave ($AR) ~$130M mcap > Filecoin ($FIL) ~$600M mcap > Bittensor ($TAO) ~$2B mcap Same thesis. 10-40x smaller market caps than the TradFi equivalents. Underbuilt. Underpriced. Or just early. Which one are you actually holding: the picks-and-shovels play or the crypto-native memory layer?
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Swizzy
Swizzy@SwizzyOnChain·
Everyone new to crypto in their 20s is hunting the next 100x. 0xSammy just posted 10 pieces of advice for that exact age group. Not one of them is a token pick. The ones that actually apply to crypto: > Time is your #1 currency. Every hour chasing a pump is an hour not spent building something that compounds. > Distribution is your moat. An audience outlives any single trade you'll ever make. > Stay humble. The market humbles you eventually. Better to do it yourself first. I started writing when nobody was reading. The people who quote my own lines back to me now, that's advice #2 compounding. Nothing else in this space does that reliably. What's the one piece of advice you'd give your 20-year-old self before touching crypto for the first time?
0xSammy@0xSammy

It’s a sad, sorry state of affairs when protocols are forced to cater to the next shiny object rather than build towards sustainable businesses with fundamentals But unfortunately there’s a larger trend at play; youngsters nowadays will never be able to own a moderate sized home outright on a normal 9-5 Most are aiming to hit that moonshot with speculative means; Perps, prediction markets, or memes (like CASHCAT pictured) in order to escape the “rat run” The crazy thing is that if I had my time again I wouldn’t do university or follow the traditional “expected” career route Why burden yourself with an insane amount of debt to be thrown into the running for a vocational job that’ll be replaced by AI in the next 5 years Here’s 10 pieces of advice for those in their 20s, from someone in their 30s: 1) Go internet native and play around with the latest AI or agentic tools 2) Try earn enough runway (part time job + drive down your own costs) to keep you afloat for 6-12 months then go solo and work your arse off to figure out what emerging tech works for what you want to build 3) Build an audience; distribution is your moat and ultimately what you’ll likely use to market whatever products you and your AI agents end up building 4) Establish a network; attend in person events and take interest in what others are building and why they’re building it… it could be the thing that helps you find your “purpose” 5) Stay humble. There’s always someone who knows more than you, so learn from them and respect others 6) The one thing you can’t get back is time. It’s your number one currency so use it wisely and sparingly. If you seize an opportunity today it will likely prevent you from others around the corner; opportunity cost should be assessed in EVERY decision 7) What’s your end game? If you don’t have direction or know where you’re heading then you’ll end up lost and moving the goal posts 8) Family and REAL friends are the single most important thing; protect the time you spend with them… you never know how long you have with them 9) Study Maslow’s hierarchy of needs… satisfy all these without debt and any surplus resources (money, time etc) is for play 10) Structure and discipline is everything; carve out time for exercise etc daily. You’ll feel a lot more fulfilled and productive I hope someone finds use in this and would welcome any other pieces of wisdom below 👇🏼

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CryptoGoos
CryptoGoos@cryptogoos·
This is why we Bitcoin.
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Swizzy
Swizzy@SwizzyOnChain·
@seedphrase how much collective wealth is in this picture? best guess wins a wet handshake!
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Fabrizio Romano
Fabrizio Romano@FabrizioRomano·
🚨 Switzerland head coach Yakin: “We were punished because of a mistake. There was no reason for that booking. I don’t understand it. It was an innocent situation; there was nothing malicious about it”. “That decision was simply unbelievable. I completely disagree with it. There was clear contact, and I don’t understand how the referee and the VAR came to that conclusion”. “I wouldn’t say they were being favored. We had a fair and open match. Both teams played football. Football wasn’t the winner today. We were punished by a mistake. It was a decisive moment that determined the outcome of the match. We can complain now, but I have to congratulate Argentina”.
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Swizzy
Swizzy@SwizzyOnChain·
@Zevweb3 what is that thing for you?
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Swizzy
Swizzy@SwizzyOnChain·
@rarahh_bby your luck compounds if you invest in yourself
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milly.hl
milly.hl@milly_rock7·
@SwizzyOnChain time as currency hits different when youre actually spending it
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