@PeterHamby this is how i feel about those who attempt to steal dimes square valor w "NoDi" 😡 , call me old fashioned
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deepvaluebettor
5.6K posts
deepvaluebettor
@deepvaluebettor
man in ✨ fínãnce ✨🥴 love to hate nyc 🐀🥀 building @sportfoliokings @bettorgpt
d*mes sq**re Katılım Şubat 2021
342 Takip Edilen3K Takipçiler
Thank you to Nicky Shapiro for righteously condemning the turds who don't say "The" in front of West Village or East Village
nytimes.com/2026/07/14/sty…
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CT podcasters talking about anything other than memecoin pump and dumps sound absolutely retarded. Anybody that takes their macroeconomic takes seriously is just setting themselves up for failure. Nobody truly learns this overnight. Better to check other platforms for this stuff.
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@itschucksauce who designed these visuals for kalshi ? it's total ASS 🗑️🥀
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Kalshi is the only place on earth where you can make $9k by knowing the difference between a noun and a verb.
On the JPM earnings call this morning, they said "to buy back stock", which does not count for a strike in the noun form of "buyback".
Been on vacation for 2 weeks, this was a nice way to get back into kalshi 😂
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@StatisticsFTW also On Brand . these ppl think claude has a **soul**
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"AI can and must be a force for good. At the same time, it could literally eliminate many entry and mid-level jobs that are the pathway to the middle class and beyond. If that occurs, we can have an economic and societal crisis beyond anything our generations have witnessed." -Hochul, March 19, 2026
Robert Balicki (👀 @IsographLabs)@StatisticsFTW
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@stephwakefield_ bc they want to be perceived as systemically important to nationally security ... they want to be Too Big Too Fail
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We’re on the cusp of an entirely new epoch we could be dreaming crazily about the future, experimenting wildly with new tech, writing poetry of tokens— one really has to ask why the top lab is so invested in portraying its own product as scary and our time as “hard” and worrisome and potentially catastrophic
Claude@claudeai
There’s hope in hard questions.
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@publius_val maybe , but the userbases are v different . the median tradfi investor w budget for a $25k/yr terminal doesnt give two fukcs abt prediction markets bc the platforms have made themselves look like unserious clown car carnival games . i dont agree w this , but that's how it is
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@deepvaluebettor I feel like more likely outcome is Bloomberg terminal simply adds prediction markets as a feature
The blending of onchain and offchain worlds will continue unimpeded
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everyone building "" bloomberg terminals for prediction markets "" isn't actually building a bloomberg terminal && have convincingly demonstrated they have no clue what a bloomberg terminal even is , what it does , && why we use it
Drippy@drippy_eth
Kalshi just nuked an entire category overnight. At least 5 startups were building "Bloomberg Terminals for prediction markets." Then Kalshi shipped Kalshi Pro. 🧵
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8 million dollars in an index fund that tracks the S&P 500 pays you $560,000 every year for the rest of your life.
NFLPA tries to drill this into every single rookie entering the league.
katsu@katsuxbt
Odell Beckham Jr. reveals the real math on a $100,000,000 NFL contract: • On paper → $100,000,000 • Actually guaranteed → $60,000,000 • After taxes → $12,000,000/yr • Car, house for mom, living → $4,000,000/yr • What’s left → $8,000,000/yr • Five years. Then it’s over. Forever “Can you make that last forever?”
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@doodlestein u have terminal ai psychosis so ofc u'd get a rager fr this sht . slop is ur aphrodisiac
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Apparently I’m the only one, but I liked this video from Anthropic. Not as a commercial or as PR, but just as art. The way the images and the music worked together, the lo-fi telephone sound of the voices, the staccato piano. Even the disturbing images. It made me feel something.
Claude@claudeai
There’s hope in hard questions.
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@patrick_oshag this is the type of gobbledygook bullsht u come up w when ur terminally online && surround urself w a bunch of sycophants telling u how clever u are . this guy sounds like the vc equivalent of a silver spoon theater kid
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Jeremy's ideas are always original
My favorite from this one is "peak guy" and why the poaster is our new priestly class
"I think the billionaire class has become subservient to the poasting class.
It doesn't make sense that we spend so much time caring about what billionaires think about theology or health or topics unrelated to accruing a billion dollars.
The reason we do is because these are the people that have ascended to the highest realm of piety in our value system.
We've looked to them to provide us these answers and it has not been satisfying.
Peak guy is I think we've had enough of the billionaire.
The logical question is what is the next class, our next set of priests? I think it's the poaster.
You can always look which class is subservient to the next to see who's next.
I was at this thing with a bunch of billionaire investors and they were all fighting over who could sit next to @tylercowen because he's the most interesting person there."
Patrick OShaughnessy@patrick_oshag
My second conversation with @jeremygiffon. His first episode became one of the most popular we've ever done. Since then he's become a friend I talk to every day, so this is a taste of one of those conversations. We discuss: - The billion dollar PDF - Why billionaires have become subservient to the "poaster" class - The philosophers who secretly shaped Silicon Valley - Lessons from the last 18 months in private markets - East v. West coast finance - Buffett + beating the market - and much more Enjoy! 0:00 Intro 5:50 The Billion Dollar PDF 11:31 Algorithms and Power Laws 20:28 Peak Guy 31:19 Opting Out of the Timeline 36:14 AI and White-Collar Jobs 43:31 The Next Era of Finance 53:56 The New Economics of Software 1:03:22 Underwriting Emerging Managers 1:18:17 Silicon Valley’s Hidden Philosophy
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@cryptohuntz @growthepie_eth "" it's not less than 1%, it's less than 1% ! 😡 ""
u really showed him
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this post is going around, yet it is not accurate. see the below from @growthepie_eth for correct numbers!
x.com/growthepie_eth…
Lorenzo Valente@LorenzoARK
The Robinhood Chain is the cleanest case study of what happened to ETH's economics over time. Since inception, @RobinhoodApp Chain has grossed ~$816K in revenue. @Arbitrum, the middleware provider, takes 10%: ~$80K. Arbitrum then pays Ethereum for settlement: $1,538. The margin profile roughly: Robinhood: 89% Arbitrum: 10% Ethereum: 0.15% If your thesis is "ETH is money," Robinhood building here is ultra bullish. More activity, more ETH collateral, more lindyness. If your thesis is "ETH is a revenue generating asset," this is the ultra-bear case. And here's the uncomfortable truth: Robinhood was never going to build on Solana, Sui or any monolithic L1. They want the stack customization. They want to be landlords, not renters. Ethereum won this deal on merit. It's just not pricing it right. A healthy split to me looks more like: Robinhood: 75% Arbitrum: 10% Ethereum: 15% Ethereum sells the most valuable settlement layer in crypto at marginal cost. Things need to change. @ethlabs_org
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deepvaluebettor retweetledi
@deepvaluebettor @Kalshi Kalshi feels sort of skibidi finance to me so no surprise
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Anthropic is quite an amazing company.
With the worst corporate communications ever. The “hope in hard questions” ad has, to an uncanny degree, the same structure of the “Dear Tech” ad by IBM from 2019. It was not received well. Besides, most people won’t understand what either company sell.
Also sort-of-funny: the narrative of both ads is “not this, but this” which is typical of AI slop.
youtu.be/OpxkC8noCxE?is…
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Claude@claudeai
There’s hope in hard questions.
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The play here seemingly is to ensure all this sticky, corporate onchain activity gets built on Ethereum
And only then increase fees as you have a captive audience
In the great words of Marlo Stanfield, “the price of the brick is going up”
Many assumptions, but a path
Lorenzo Valente@LorenzoARK
The Robinhood Chain is the cleanest case study of what happened to ETH's economics over time. Since inception, @RobinhoodApp Chain has grossed ~$816K in revenue. @Arbitrum, the middleware provider, takes 10%: ~$80K. Arbitrum then pays Ethereum for settlement: $1,538. The margin profile roughly: Robinhood: 89% Arbitrum: 10% Ethereum: 0.15% If your thesis is "ETH is money," Robinhood building here is ultra bullish. More activity, more ETH collateral, more lindyness. If your thesis is "ETH is a revenue generating asset," this is the ultra-bear case. And here's the uncomfortable truth: Robinhood was never going to build on Solana, Sui or any monolithic L1. They want the stack customization. They want to be landlords, not renters. Ethereum won this deal on merit. It's just not pricing it right. A healthy split to me looks more like: Robinhood: 75% Arbitrum: 10% Ethereum: 15% Ethereum sells the most valuable settlement layer in crypto at marginal cost. Things need to change. @ethlabs_org
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normie ai doom fears still totally missing the mark
gonna be a rapid rise in incels/femcels && the animus bt sexes will reach escape velocity
upshot tail scenario is the dead internet theory comes to fruition && the offline-to-online trend of the last 30yrs violently reverses
Claude@claudeai
There’s hope in hard questions.
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@joshua_saxe yeah bc these ppl don't even use ai && realize how magical but dumb it still is . the biggest worry should be disruption to dating market && ultra convincing misinformation . both not even mentioned
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I did an AI Q&A with a bunch of non-tech working class / middle class / poor folks where I live in Kansas yesterday and they definitely had all these concerns including catastrophic loss of control (they didn't use this term). They were also concerned that coastal plutocrats and elites will gain even more control over their lives, a concern not mentioned in this video
Claude@claudeai
There’s hope in hard questions.
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@Mugs0219 yeah but everything he does goes hard asf if ur retarded && everyone is retarded
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This guy never just works. Everything is a ridiculous gimmick.
New York Post@nypost
Mayor Mamdani Drives a Go Kart at Luna Park in Coney Island 🎥: Gregory P. Mango for NY Post
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@predictionlabs guess u don't know what gambling means .
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Michael Burry calling prediction markets "gambling" is the funniest possible take from the guy whose entire legacy is built on one giant binary event contract.
The Big Short was "subprime defaults by 2007, yes/no."
He just had to beg Goldman to invent the contract, then sit for two years with no public price while the same desks on the other side of his trade marked his book against him.
His investors revolted and sued him, even though he was right the whole time, he still shut down his fund in 2008.
A liquid, exchange-cleared, publicly-taped "subprime default rate > X" contract is the thing that would have vindicated him a lot quicker and maybe saved his fund.
Business Insider@BusinessInsider
Michael Burry bashed sites like Kalshi, saying that they're simply gambling sites enabled by a loophole in the rules. bit.ly/4f0cnJ9
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