David Hernandez

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David Hernandez

David Hernandez

@davernandez

musings @21shares prev @blackrock | views are my own, nfa

The Americas Katılım Mayıs 2020
974 Takip Edilen527 Takipçiler
LTR
LTR@maybeltr·
whats the coolest thing you learned recently? need some fun facts
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Boring_Business
Boring_Business@BoringBiz_·
A lot of people are finding out that getting an MBA is an absolute waste of time and money, especially if you are not going to a top 7 target school No one needs a highly paid business hire to repeat strategy acronyms, case studies and draw 2x2 matrices when AI can do all of this for free A lot of investment bankers and private equity professionals refer to their MBA as the "2-year vacation" to take a break from being burned out after working 80 hours/wk for multiple years The reality is that the only value in your MBA is the people you will build relationships with. It is a very expensive networking club, and only worth paying for if you are going to the most exclusive ones (HBS, GSB, Wharton etc.)
Boring_Business tweet media
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David Hernandez
David Hernandez@davernandez·
Does anyone actually have their zcash:native shielded?
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David Hernandez
David Hernandez@davernandez·
It’s a game of brutal selection - devs/users/investors won’t build/use/buy if they dont have incentive too Sometimes silicon valley can warp private market vals and there can be perverse incentives that go on for too long due to illiquidity or delayed PMF The successful protocols that have come of crypto have been inherently populist
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Lorenzo Valente
Lorenzo Valente@LorenzoARK·
Crypto remains one of the most egalitarian movements in modern finance. What’s happening today in private AI markets is something crypto figured out years ago: you need some form of liquidity and broad market participation before reaching Billion dollar valuations, let alone Trillion. Technology alone is not enough. What differentiated @ethereum and @solana from countless other L1s wasn’t just technical innovation, it was the economic alignment with their users, developers, and communities. I think the same thing eventually happens with AI. Retail users will stop being just consumers of AI products and will increasingly demand ownership, participation, and upside. The most valuable AI networks may not be the ones with the best models alone, but the ones that align economically with the people providing the data, distribution, compute, feedback, and applications. People don’t just want to use the future. They want exposure to it.
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DefiLlama.com
DefiLlama.com@DefiLlama·
The power law in action. The top 10 protocols by holders revenue accounted for 87% of all DeFi revenue accruing to tokenholders over the past month.
DefiLlama.com tweet media
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David Hernandez
David Hernandez@davernandez·
@dara_venture The chess grandmaster can think of move all they want But the clock is winding down and a piece has to go somewhere The best move is always the next move
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Dara
Dara@dara_venture·
High IQ people are often worse at getting rich..... They see every reason something won't work. Which can be paralysing. They optimize for being right instead of being paid. Being right is an ego game. Getting rich is a distribution game. They overvalue credentials and underestimate leverage. The PhD route feels safer than the founder route, and on average pays 10-100x less. They mistake complexity for value. Rich people sell simple things to lots of people. Smart people tend to build elegant things for nobody. They're allergic to selling. The single highest leverage skill on earth, and most high IQ people consider it "beneath them".
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Simon Dedic
Simon Dedic@sjdedic·
Crypto will create more wealth in the next 10 years than it did in the last 10. But this time it’ll go to the people who deserve it, to those with real conviction and patience. Not to the mercenaries and farmers who confused being early with being smart.
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Sound Dobad
Sound Dobad@SoundDobad·
He's still wearing that damn coat
Sound Dobad tweet media
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John Arnold
John Arnold@johnarnold·
The societal trend I’m most worried about these days is also one receiving very little attention from policymakers, most of whom would rather talk about anything other than schools. graphic via @nytimes
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Drake mentions Bitcoin in new song. "I'm a $BTC crypto big-timer."
Watcher.Guru tweet mediaWatcher.Guru tweet media
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LiquidLabs
LiquidLabs@LiquidLaunchHL·
Dominoes begin to fall. May 12: 21Shares ✅ May 15: Bitwise ✅ Grayscale: on the horizon Stay Liquid.
LiquidLabs tweet media
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Senator Elizabeth Warren says the crypto Clarity Act will "blow up the economy." "It pushes more of the economy into crypto!"
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Luke Martin
Luke Martin@VentureCoinist·
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - @saylor STRC fueled BTC buy this week on pace to be +$1Billion. That's $2.35M of BTC/minute or $140M of BTC/hour.
gum@gumsays

$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.

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Peter Schiff
Peter Schiff@PeterSchiff·
Treasuries are breaking down. The 10-year yield is now above 4.5%, trading at 4.52%. The 30-year yield is up to 5.06%. Gold & silver are selling off, but a bond market crash is the most bullish thing that can happen for precious metals. Traders just haven't figured that out yet!
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David Hernandez
David Hernandez@davernandez·
@CloutedMind 21shares uses coinbase, anchorage, bitgo as our qualified custodians Wonderful partners
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Clouted
Clouted@CloutedMind·
Who are the most reputable and trusted crypto custodians in the industry right now? (asking for a institutional friend, as I never go off chain) is it coinbase custody? fidelity? where can i get a list/ranks
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David Hernandez
David Hernandez@davernandez·
Almost at $47 now hyperliquid:native
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