Peter Holsgrove

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Peter Holsgrove

Peter Holsgrove

@pholsgrove

IR at @kr1plc

Katılım Ocak 2008
1.4K Takip Edilen772 Takipçiler
Peter Holsgrove
Peter Holsgrove@pholsgrove·
Claude is the Franco Baresi of AI
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Atlas Press
Atlas Press@realAtlasPress·
Karl Popper, he was right
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: According to our analysis, ~$920 million worth of crude oil shorts were taken 70 minutes before an Axios report claimed the US and Iran were near a "14-point" deal to end the war. At 3:40 AM ET today, nearly 10,000 contracts worth of crude oil shorts were taken without any major news. This is equivalent to ~$920 million in notional value, an unusually large trade for 3:40 AM ET. At 4:50 AM ET, just 70 minutes later, Axios reported that the US is "close" to a "memorandum of understanding" to end the Iran War. By 7:00 AM ET, oil prices had fallen over -12% with these crude oil shorts gaining approximately +$125 million. Minutes later, Iran launched the "Persian Gulf Strait Authority" and oil prices surged +8%. What just happened?
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Hubert Thieblot
Hubert Thieblot@hthieblot·
You can give a first-time founder just one piece of advice. What is it?
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Peter Holsgrove
Peter Holsgrove@pholsgrove·
listened to a podcast with jeremy grantham recently. brilliant mind, amazing grasp of a deep set of mental models. then he explained how ai disrupted the bear market he expected after covid
fiskantes ⭐️🩸@Fiskantes

@citrini

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Nick Tomaino
Nick Tomaino@NTmoney·
People bailing on crypto now never believed they just liked it because other people liked it. They’re now chasing the next shiny object. If you actually believe in human empowerment and transparent markets bringing more freedom to the world you know we are winning and now is the absolute best time to dig deep and continue working on what you believe in.
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binji
binji@binji_x·
the next great consumer founders will understand loneliness better than they understand software
binji@binji_x

some human things I’m tracking > religious schools, retreats, pilgrimages, and faith-based media rising as people search for moral certainty > “human-only” spaces: restaurants, schools, clubs, apps, and retreats that ban synthetic media, recording, phones etc > pet daycares, dog hotels, pet insurance, and premium pet food begging to skyrocket as loneliness increases and people defer to furry friends > post-career identity markets: people living longer and needing new titles, tribes, rituals, status games, and reasons to wake up after professional relevance fades > private members’ clubs solidify as paid social graphs for adults who lost community to remote work > dating apps fragmenting into belief-based and lifestyle-based matchmaking since infinite choice has become exhausting > family formation will become a premium service category: matchmaking, fertility, childcare, coaching, home design etc > eldercare will start shifting to more at-home treatments due to ai (over time it’ll be cheaper than care homes too) > analog cameras, vinyl, printed books, notebooks, “dumbphones,”and mechanical watches grow as anti-synthetic status objects > handmade goods becoming trust objects because machine abundance makes human effort valuable again > live events becoming more valuable as recorded media becomes forgettable > glp-1s are just the first mass consumer drug for editing desire, more to come. > fertility tech booming because career timelines and biological timelines are now in open conflict > oral exams, apprenticeships, portfolios, and live demonstrations returning because written work is becoming cheap to fake > digital detox products growing > air quality, water filtration, food sourcing, and sleep environments becoming mainstream status markers > luxury shifting from owning more things to accessing peace, beauty, privacy, time, and high-trust rooms > the biggest consumer opportunities coming from psychological scarcity: belonging, certainty, attention, embodiment, trust, and continuity

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Peter Holsgrove
Peter Holsgrove@pholsgrove·
This essentially nukes the privacy conversation on every other settlement chain. And arrives by Q4 (if it ships with Hegota).
soispoke.eth@soispoke

🔐 New EIP-8250: Keyed Nonces for Frame Transactions 🔐 by @soispoke, @nero_eth, @lightclients and @VitalikButerin This replaces the single sender nonce with (nonce_key, nonce_seq), giving frame transactions independent replay domains. For privacy protocols, the key can be derived from a nullifier: concurrent withdrawals from a shared sender become possible, with inclusion atomically marking the nullifier spent. Target fork: Hegota Links below 👇

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Eli Ben-Sasson | Starknet.io
Complete the sentence: The real thing standing between crypto and mass adoption is...
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Peter Holsgrove
Peter Holsgrove@pholsgrove·
@flipdazed 😂 right now I’m on heavy rotation between that and charlie cooks favourite book. love the tkm overlap, great connection
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Alex McFarlane
Alex McFarlane@flipdazed·
@pholsgrove Haha I read that to my kids last night 😂 it’s like a 3 year old version of “To Kill a Mockingbird”
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Peter Holsgrove
Peter Holsgrove@pholsgrove·
Thank you to everyone who joined yesterday's call, and for the questions and feedback that followed. The team is fully focused on executing from what we believe is a unique position on UK public markets. KR1 is the only LSE Main Market operator and investor in onchain infrastructure, through a diversified portfolio of productive digital assets positioned to capture the structural demand driven by stablecoin adoption, asset tokenisation, and agentic AI. George said it best: "Our focus is on concentrating the portfolio around what we do best: active operations across our Technology Infrastructure and Financial Infrastructure strategies. We are operating at a moment when three structural demand vectors are converging simultaneously around stablecoin adoption, real-world asset tokenisation, and agentic AI, each of which drives material onchain infrastructure demand, and each of which KR1's portfolio is directly positioned to capture. In parallel, we are selectively repositioning toward risk-adjusted opportunities where our conviction is high and where we see the most substantial structural growth. Our aim is to continue scaling a repeatable operating framework across assets and networks that compounds over time. Work completed during periods of market stress tends to deliver disproportionate returns when conditions recover. Of the three demand vectors, agentic AI may ultimately prove the most consequential. Autonomous AI agents transacting at machine speed require financial infrastructure that is programmable, permissionless, and continuously available. Precisely the infrastructure KR1 operates across. We are positioning KR1 accordingly." Any further questions or feedback, feel free to DM or write to investors@KR1.io
KR1 plc@KR1plc

Join a live presentation by George McDonaugh and Keld van Schreven, joint Managing Directors and Co-Founders, on KR1 plc's Full Year results, followed by a Q&A. Today at 12:00 BST. Link below.

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Peter Holsgrove
Peter Holsgrove@pholsgrove·
@flipdazed this seems uncannily (or purposefully) related to the ‘smeds and the smoos’ children’s book, which I’m encouraged to read often
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Alex McFarlane
Alex McFarlane@flipdazed·
@pholsgrove I always find it funny learning about new European political rivalries. The rivalry between Walloons and Flemish always makes me think of the cartoon "Into the Nightgarden" with the Wottingers and the Pontipines
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Peter Holsgrove
Peter Holsgrove@pholsgrove·
like imposing a 20 mph speed limit on an empty autobahn, where the only car you’re allowed to drive is one that’s otherwise limitless, bounded only by the laws of physics
Don Wilson@drwconvexity

Tokenised repo only works if the “cash” leg is truly cash-equivalent. Some thoughts on how proposed US stablecoin rules could impact that, and why transparency in reserves will be critical for market confidence. Thank you to @ISDA for hosting an important conversation on how proposed stablecoin rules could shape liquidity and market structure.

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KR1 plc
KR1 plc@KR1plc·
* Productive digital assets * Performing onchain infrastructure roles * To generate protocol-defined income Recycle. Repeat.
KR1 plc@KR1plc

Infrastructure Income & Holdings (March '26) Total monthly income: £82,606 NAV: £37,688,713 Position (holdings, % of NAV): * ethereum:0xae7ab96520de3a18e5e111b5eaab095312d7fe84 (6,071, 25.58%) * @nexusmutual (110,909, 11.60%) * ethereum:0x8d010bf9c26881788b4e6bf5fd1bdc358c8f90b8 (4,257,777, 8.20%) * @ZeePrimeCap II (5,800, 10.68%) * ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 (11,749,998, 7.75%) * @redstone_defi (25,454,545, 5.29%) * cosmos:native (1,459,766, 4.98%) * celestia:native (7,000,015, 4.14%) * @BitwayOfficial (100,000,000, 4.04%) * bitcoin:native (21, 2.87%)

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KR1 plc
KR1 plc@KR1plc·
Infrastructure Income & Holdings (March '26) Total monthly income: £82,606 NAV: £37,688,713 Position (holdings, % of NAV): * ethereum:0xae7ab96520de3a18e5e111b5eaab095312d7fe84 (6,071, 25.58%) * @nexusmutual (110,909, 11.60%) * ethereum:0x8d010bf9c26881788b4e6bf5fd1bdc358c8f90b8 (4,257,777, 8.20%) * @ZeePrimeCap II (5,800, 10.68%) * ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 (11,749,998, 7.75%) * @redstone_defi (25,454,545, 5.29%) * cosmos:native (1,459,766, 4.98%) * celestia:native (7,000,015, 4.14%) * @BitwayOfficial (100,000,000, 4.04%) * bitcoin:native (21, 2.87%)
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