droll
3.8K posts

droll
@notdroll
humanist and book-hunter “show me what you’re up to, I’ll tell you what you believe in”

Airgas, the largest distributor of pure helium products in the United States (22% of the market share) has announced that it is using the force majeure clause of its contracts and halting supplies to customers due to the destruction of QatarGas's train. Won't be long before we something similar from Air Liquide.



TLDR Oil Tokenomics: - 3 token system (Brent, WTI, Dubai), each produced on different chains - Not 1:1 redeemable - 3 main bridges (Hormuz, Malacca, Suez) to move oil between chains. Hormuz is down - Devs (OPEC, US) control mining rate + insider supply (SPR) + sanctions


And Trump pardons Ticketmaster while no one’s looking.


The old California clips are the biggest blackpill honestly, what a place it was.




JUSTICE THE AMERICAN WAY. 🇺🇸🔥


Cursor internal analysis shows how hard Anthropic is subsidizing Claude Code. Last year, a $200 monthly subscription could use $2,000 in compute. Now, the same $200 monthly plan can consume $5,000 in compute (2.5x increase).

The best distribution strategy for tokenized funds is infrastructure you don't have to build. Every vault, every lending market, every DeFi integration is a distribution channel that runs itself, adding reach and utility in the same step.

Danny Ryan on why Wall Street cares about decentralization Etherealize co-founder and a key architect behind Ethereum’s transition to proof-of-stake is asked if Wall Street institutions care about “decentralization.” “That’s not the right word,” Danny replies. “They care about counterparty risk.” He explains: “They care about — in a transaction or a particular market — who can screw me over? And if the infrastructure is decentralized, nobody can turn it off, and their transactions will execute as intended . . . [that’s an] elimination of counterparty risk. That’s the operative lens of how they view the world, and if you explain how these systems work to them — and the difference between Ethereum and alternatives — they’re like, ‘Oh yeah, we do love decentralization because we have risk models and this helps us on our risk model.’” Danny jokes: “I’ve been looking for a customer of decentralization other than the cypherpunks I hung out with for the past 8 years, and I found it on Wall Street.” As long as you speak the right language and frame it the right way, Ethereum’s decentralization is deeply important to Wall Street institutions.




