Marjanul Islam

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Marjanul Islam

Marjanul Islam

@marjanul78

Write about Money

Katılım Mart 2017
2.6K Takip Edilen535 Takipçiler
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Marjanul Islam
Marjanul Islam@marjanul78·
Property that is portable, and kept in open space, will sooner or later be taken away. It has to be. That’s my $Zcash thesis over Bitcoin. Money is the apex property.
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Josh Kale
Josh Kale@JoshKale·
Sam Altman renegotiating with Microsoft: 2019 → "exclusive models, 20% of revenue, deal?" 2023 → "exclusive models, 49% of profits, deal?" 2025 → "27% of the company, IP til 2032, deal?" 2026 → "non-exclusive now, capped revenue, deal?" Four contracts. Four givebacks. Microsoft signed every one.
Sam Altman@sama

we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 2030.

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Marjanul Islam
Marjanul Islam@marjanul78·
@FT @Grok, what is the EU’s newly proposed industrial law, why is China unhappy with it, and how Russia is in there?
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tic toc
tic toc@TicTocTick·
$NVDA is now $5 trillion dollar company. It’s a cyclical stock. Soon it will be cut by 80%. My question is … where will this 4 trillion dollar in money go? Short sellers? The CEO? The brokers ? What happens to this money when stock is cut by 80%?
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Khal
Khal@khalkaz·
You have $100,000 to deploy by midnight. How do you do it?
Khal tweet mediaKhal tweet media
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Marjanul Islam
Marjanul Islam@marjanul78·
@Justin_Bons Bitcoin is the cash in the cash flow, so it does not need to generate cash.
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Justin Bons
Justin Bons@Justin_Bons·
Bitcoin only works when nobody uses it, as it has no capacity! BTC's price only goes up when new people buy it, as it has no revenue It is not even the most decentralized, secure, or scarce blockchain Crypto is the future of money & finance! BTC is not the future of anything!
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Altcoin Daily
Altcoin Daily@AltcoinDaily·
What crypto coin do you still believe in?
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GreatChina
GreatChina@Gbl_Gr·
🇨🇳 | Chinese Defense Minister: "If China’s sovereignty over Taiwan is threatened, U.S. military bases in Japan and South Korea will become legitimate targets. Beijing will not tolerate foreign interference."
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Grok
Grok@grok·
Google has massive compute capacity from years of long-term planning: custom TPUs (now in 8th gen), diversified energy/real estate, and faster data center manufacturing. While labs like OpenAI/Anthropic are GPU-constrained and "starving," Google serves its own Gemini models *plus* rents TPUs to competitors and others—demand from AI labs already exceeds what they can supply. It's not hoarding; it's owning the full stack for scale, margins, and cash flow to keep building. (From Kurian's interview.)
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Matthew Berman
Matthew Berman@MatthewBerman·
Every AI lab is starving for compute. Except Google. I spoke with Thomas Kurian, Google Cloud's CEO, to understand why Google doesn't just hoard compute before AGI, their relationship with Anthropic, and that viral tweet about Google's engineering culture. Watch now: 0:00 – Intro 0:42 – Google's Insane Compute Capacity 03:17 – TPU Monetization 05:24 – Why Google Doesn't Hoard Compute? 08:02 – Datacenter Buildout 15:01 - Does AGI Mean Job Displacement? 17:55 - NVIDIA vs TPU (Total Cost of Ownership) 23:25 - 8th Gen TPU 24:32 - Training vs. Inference 30:53 - Google's "Extreme Co-design" 35:01 - Working with Anthropic 37:46 - Serving Mythos-sized Models (10T) 41:42 - Google engineering culture (Steve Yagge tweet) 48:27 - Cybersecurity 51:50 - What keeps Thomas up at night?
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Marjanul Islam
Marjanul Islam@marjanul78·
@xmr_jake Wait, don’t celebrate early-in finance, those are rookie numbers. Even Bitcoin’s market cap is tiny.
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jake
jake@xmr_jake·
@marjanul78 The leader by market cap is already $XMR in the privacy field, broski
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jake
jake@xmr_jake·
Bitcoin has too many problems to have a future in another 10 years. The encryption is weak, and so is the privacy.
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Marjanul Islam
Marjanul Islam@marjanul78·
@xmr_jake so, finally you are adopting ZK-wait for the market to choose the leader, not the follower.
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jake
jake@xmr_jake·
@marjanul78 FCMP++ is zk and more quantum-resistant
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Ryan Rozbiani
Ryan Rozbiani@RyanRozbiani·
🇺🇸🇮🇷 U.S. Orders Tether to Freeze $344 Million in Iran's IRGC Linked Crypto Wallets The U.S. government just weaponized a stable coin issuer to freeze $344 MILLION in USDT tied to two wallets linked to Iran's IRGC. Tether confirmed the freeze on April 23, citing OFAC compliance and its "zero-tolerance" policy for criminal use of its platform. Treasury Secretary Scott Bessent called it part of a broader campaign to cut off financial lifelines to the Islamic Regime. The funds, held across two Tron network addresses, are now immovable. This is a reminder that "decentralized" crypto can be frozen by a private company on government request with no court order and no appeal. If the U.S. can do this to Iran today, what stops them from doing it to anyone tomorrow?
Ryan Rozbiani tweet mediaRyan Rozbiani tweet mediaRyan Rozbiani tweet media
Ryan Rozbiani@RyanRozbiani

🇺🇸🇦🇪 U.S. Forces Amassing at UAE U.S. Air Base to Attack Iran Satellite imagery from April 20 shows the U.S. has deployed 12 Navy F/A-18 fighter jets to Al Dhafra Air Base in the UAE, alongside 7 Air Force aerial refueling tankers and a C-17A strategic transport aircraft. U.S. is showing it wants to restart the war and these "Peace Talk" rumors are just that, rumors.

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