Ceeb.hl 🕊️

@rektober lol

@cryptic_heych @rektober 78k

Young 46 year old European arriving on university campus to start his fourth master's degree

@ripdotxyz Hyperliquid

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@CookerFlips wtf is that sentence

How many AIs do you guys between like Grok, ChatGPT Claude etc?

@CharlotteFang77 Milady

@MacroCRG Like that

$tao definitely one of the better looking altcoin charts, clear 5 up on daily, extremely strong would be interested in buying a 3 wave pullback in the future if/when it comes, whether that's from here or higher idk... will be watching

@bittingthembits @mattramey01 delete pls

Run the $TAO math. Then sit with it. The median outcome is: $22,377 per $TAO. @mattramey01 just shared Taoculator's Monte Carlo simulation 2,000 paths modeled against Bitcoin's actual lifecycle at the same age. $TAO is 3 years old. Bitcoin at 3 years old was $3.20. $TAO today is $286. Already 90x BTC at the same stage. Now apply Bitcoin's actual drift and volatility from that same lifecycle window forward two years. The median outcome is: $22,377 per $TAO. Not the best case. The median. Half the paths ended higher. The worst 1-in-20 outcome? $1,290. That's still +350% from here. Below average? $7,409. Still +2,486%. Above average? $67,561. Best 1-in-20? $359,756. These are not predictions. This is what the math says happens if $TAO follows the same adoption curve that Bitcoin followed from this exact point in its life. And here's what the model cannot account for. ▫️Bitcoin at age 3 had no subnets generating revenue. ▫️No enterprise partnerships. ▫️No decentralized training breakthroughs catching the attention of Jensen Huang and Chamath. ▫️No Grayscale Trust filing as an SEC Reporting Company. ▫️No composable intelligence economy with 128 competing markets. ▫️No halving that cuts emissions on both $TAO and alpha tokens simultaneously(plus Alpha burns) Bitcoin at age 3 was a monetary experiment with a whitepaper and a dream. $TAO at age 3 is a functioning meta-computer processing hundreds of millions of queries per day with real customers paying real money for real intelligence. The lifecycle comparison might actually be conservative. taoculator.com, run it yourself. $TAO ALWAYS DYOR. NOT FINANCIAL ADVICE.

@Daveeemor Sound take

I love seeing $TAO do well, I currently have no exposure as I've taken my risk down significantly given the clear headwinds for all risk assets atm. Had a thesis on Bittensor since Q4 '23 which I moved away from last year given my view on: [1] tokenomics issues and value extraction - the fact of consistent miner sell side pressure from emissions as well as teams if there is no revenue, means TAO injected in pools has been structurally sold over the last year [2] quality of subnets and lack of recurring revenue - weak app layer outside of Chutes. I note subnet teams have made huge progress on quality over the last 6 months as shown by @tplr_ai's recent run and Chutes at 8 figures recurring ARR [3] complexity of the system - if even crypto natives struggle to understand Bittensor, imagine tradfi folks. This is also a barrier to entry for contributors, not just on the investor side [4] questions around dTAO and liquidity spirals for subnets - having to always remain competitive vs. other subnet teams to gain emissions. I understand there have been some upgrades here which I haven't fully kept up to date on, and ofc this is also a positive as competition fuels much better subnets and dead weight gets pushed out [5] Maximalist attitude - at some point last year I did find the attitude from the Bittensor community to be extremely hostile and not open to criticisms outlined above which was a huge red flag for me. -- Now to the good things - Bittensor has clear reflexivity to the upside as well as can be seen from the price action this week, where one subnet's accomplishments (SN3's training run) benefits the whole ecosystem. So this works both to the upside and downside. I think from looking at the data you can also see a reversing trend of some of the negatives of dTAO - where TAO seemed to be getting extracted from pools, over the last 6 months Reserves / Injected ratio has started to narrow. This is to me the clearest sign that extraction is reversing. What maybe hasn't been talked about much recently is the halving which occured in Dec of last year, which in both theory and practice will have reduced absolute sell pressure. I do believe this could be a significant catalyst this year as it was for BTC in its early halving cycles. There is also subnet halvings happening soon I believe? So that should be positive for sell pressure as well if I'm not mistaken. Lastly, without a doubt Bittensor is the leading ecosystem in decentralised AI, nothing comes close. There are a few other apps (Venice, Grass) which I think are great but Bittensor gives you exposure to the whole stack and will continue being the leader. In the short term $TAO looks overbought at $300 and I'm worried about another leg down for all risk-assets given the war in Iran. But watching closely, getting up to date on subnets (will spend some time trying to vibe mine over the next days and weeks) and looking for entries on my pa hopefully closer to $200 level.

@orangie Congrats

5 years later my high school sweetheart said yes 😍💍

@ChentoTrades me thinks it would wick to 72 before 68

$btc

@finalcycle324 😂

Reshorting BTC Entry NOW 70.7k Stop loss 74k Target 50k

@imapiggy_pig for real piggy?

Life update- Leaving for japan on 15th I will be living there with my gf. Super excited also nervous. But I hope my new life will be great. Also, I offramped 90% today to my new bank accounts in japan plus ibkr. I have only kept 100k on crypto for now...was keeping some stables to be ready to add btc eth sol hype on my desired price but tbh during time like this there's a high probability of losing and so u get this urge too often to make it back and it suckz badly. So had to make this decision and offramped everything, keeping just 100k to keep on betting on perps. There's no harm to onramp when there's the opportunity. But I feel much better today. Even if things goes south I will be much safer. But yeah yen usd have depreciated so much, I have lost liek 30% while holding hard cash.

@finalcycle324 bottom

Shorting BTC Entry NOW 68.6k Stop 72k Target 50k

1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc. github.com/lawmaster10/ho…

@skooookum prophet is terrible

First real competitor to prophet I’ve seen in a long time

@JoeNakamoto followed

In French, "KYC" translates to: 🇫🇷 🥖 🍷 Kidnap Your Customer

@0x_Broly I’m up

Any hyperliquid traders / groups to join or anyone looking to make money rn im keen to start one