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@poptart

𝙩𝙖𝙩𝙖𝙠𝙖𝙚 i simply accumulate & wait

Katılım Haziran 2022
11 Takip Edilen995 Takipçiler
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gb
gb@poptart·
If you want to see tech projects to go from nothing to insane market cap in crypto again like we used to when Ethereum was fresh what we need… Is real revenue. Any product that is generating real and reliable revenue from web two or web three or both is the next and real catalyst for the biggest tech runners we’ve ever seen.
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gb
gb@poptart·
$1 is literally Robhinhood's slogan. 0x6365Fd27DdEfC42f50895994B67b04fab5f08D5e
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gb@poptart·
I don't think how many users, volume, culture will be brought in into base ecosystem if he just acknowledged his dog Russell. I know thousands of traders are waiting for this. It's one of the best communities run by one of the best CTO members I've ever seen. Like @KatAngelica2 She has been posting for 170 + DAYS asking for Brian to acknowledge Russell. Create a official community around Russell on base to supercharge your whole ecosystem forever.
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Brian Armstrong
Brian Armstrong@brian_armstrong·
Agree with the first part and your point on content coins. They didn't work and we pivoted early this year. We messed up, time to turn the page. I disagree about the AI agents part though. Base has been focused on trading, payments, and agents (in that order). I think all three are inextricably intertwined - for instance to do payments you need FX (trading), agents will do lots of trading and payments as well. Most of the resources are going to trading right now fwiw. Maybe it doesn't translate externally right now, but that's the case. Let me give you a call on the last parts if you're open to chatting. Would be great to learn more.
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XD
XD@smileyXBT·
that’s exactly why the last year has been kinda hard to make sense of base spent 1+ year pushing zora. did it build a real user moat? not really base gave more shine to ex-coinbase projects than the wider ecosystem. was it worth it? not really creator coins got pushed even when some creators had shady track records. did users get hurt? yes came the balaji token, the jesse one and others (pushed by the team) where a lot of people got smoked. could more of that have been avoided? absolutely and now most of the focus seems to be on ai agents. they might bring activity, but they don’t replace real community does this show you guys are willing to try and test new things? yes, 100%. but trying only matters if you learn and adjust. when the bets keep missing and the same users keep eating the downside, the damage and loss of trust just keep stacking from the outside, it feels like base keeps chasing the next meta instead of backing the people and culture already here memes brought users. users brought liquidity. liquidity brought builders lean into the culture you already have and make it part of the plan. we all want base to win.
Brian Armstrong@brian_armstrong

@CoinbaseDuck This part is key "steering user towards positive sum crypto use case, liquidity, users/customers are your best moat"

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Ansem 🐂🀄️
Ansem 🐂🀄️@blknoiz06·
will support projects in the ecosystem building cool things around $ANSEM, am not sure how to formalize this yet but will figure it out @0xgilbert recommended doing some kind of hackathon w/ @solana, maybe a good idea?
seb@sebbsssss

Watch the Black Bull grow a brain! 🐂🀄️🧠 The first memecoin Clone co-created by its community and made tangible. Clude @cludeproject turns every solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump post into a tokenized memory on Solana, feeding the live network behind the Ansem Clone. 165K memories now shine as stars and growing in real time. Brightest = most liked. Find yours: clude.io/ansem @blknoiz06 is there a Black Bull Builders grant we can apply for to scale this into the first MMO AI with billions of tokenized memories feeding a live community hivemind?

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Plume
Plume@plume_trade·
For the first time, stock options can be traded on-chain. Buy and sell options on $SPCX, $AMZN, $NVDA, and 90+ other equities. All on-chain, from your DeFi wallet. Visit plume.trade to sign up early.
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gb
gb@poptart·
@vladtenev is it true all i need is to start with $1 to change my life?
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Bow
Bow@bowrobinhood·
Ponzis and tax coins are easier than ever on $BOW the first ponzi bonded :) , Remember, holding $BOW means you’re part of the only native launchpad on Hood that is fully deflationary/ ( you will need this coin soon for our next release ) . Every day, as more people use the tech, the number of tokens gets reduced. To plenty more bonds.
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CLR
CLR@CLR_Fomo·
I've decided to part ways with @ErdFNF Lots of drama behind the scenes. I will give them 24 hours to make things right. If not, just know that I WILL expose all the corruption going on inside CLR
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Ansem 🐂🀄️
Ansem 🐂🀄️@blknoiz06·
@Flaming0x i believe kintara will be one of the apps on sol that lead interest coming back into crypto alongside cards, pumpcade, some ai protocols, & whichever memecoin gains the most momentum in Q3 above 100M mcap
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Ted
Ted@TedPillows·
Hedera generated $0 in revenue over the past 24 hours. $HBAR is valued at $4,000,000,000.
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gb
gb@poptart·
solana:aqQRs3UJmHs7ktoLo46HZAzvG9P3oCoZ41nENqFbory everyone gonna realize what I realized half a year ago.
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cjuggz
cjuggz@cryptojuggler3·
@blknoiz06 hello antsem, I suggest you look into $QST at 5m instead of 50m
cjuggz@cryptojuggler3

For people getting oneshotted by the quantum news from google $QST at 3m is the highest rr within crypto right now. The team is all-in when it comes to quantum resistance, and their progress, partnerships and tech is the most advanced, miles ahead of competition, bar none TLDR; -CEO of @qu_stream (Adrian Neal) is senior director at capgemeni -QST has massive partners, including capgemeni, Nokia -capgemeni massive network of partners, including openAI -This network yields -> government, military, telecom, international cybersecurity contacts Contracts revenue spill into $QST once L1 is live All of this information is public, buried in bear market doom

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Tommy
Tommy@Shaughnessy119·
The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening - Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs - For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval - On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect - This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API I shared more on this here: x.com/Shaughnessy119… - And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed) - Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1. More on open source inference provider raises here: x.com/Shaughnessy119… - And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th - Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free - This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models - Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months - So go forward, what happens? - I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter) - It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122% - With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it) - The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses - Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more - This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage
Hedgie@HedgieMarkets

🦔GitHub Copilot switched to token-based billing this morning and users are already out of credits. Pro+ subscribers paying $39 a month are reporting 60% of their credits gone in two hours of normal use. One user lost 20% of their allowance from a single file review with no code changes. Another hit their monthly cap before the calendar even flipped to June. Orgs with shared token pools have no way to see individual usage, so entire teams get cut off when one person runs a heavy prompt. Users are canceling and moving to Claude Code and Codex. GitHub community forums are on fire. My Take Flat-rate AI subscriptions were always subsidized. Everyone in the industry knew it. Today the subsidy ran out for a few million developers at once. The problem is a lot of companies already restructured around these tools. They cut headcount and told remaining engineers to lean on Copilot instead of building skills internally. Those companies now depend on a tool whose cost just became unpredictable and whose usefulness completely changes when you have to ration prompts to stay under budget. The developers moving to Claude Code and Codex will hit the same wall eventually. Every AI provider faces the same unit economics. Anthropic filed its S-1 this morning, and the durability of its revenue depends on whether customers stick around once real pricing kicks in everywhere. If a $39 subscriber cancels after one day because the tool became unusable, multiply that across millions of seats and the churn risk becomes very real. Today showed what happens when AI pricing meets reality. The companies that built their workflows around cheap tokens just discovered the tokens aren't cheap anymore and the people who knew how to do the work without them are already gone. Hedgie🤗

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gb
gb@poptart·
@const_reborn @AlgodTrading algod is himself a og jeet scammer don’t mind him he may have a bit is money but in any other category he is broken
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const
const@const_reborn·
Pretty nasty ad hominem response to someone arguing in good faith here. Why not mention your failed subnets @AlgodTrading ? Kaito, Myshell, Efficient Frontier? Pretty rich of you to take that cheap shot when Macrocosmos is delivering massively on 9 and increasingly on 1 and 13 still while your teams silently took money and ran?
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gb@poptart·
onchain chatgpt solana:aqQRs3UJmHs7ktoLo46HZAzvG9P3oCoZ41nENqFbory
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gb@poptart·
@An0nCensored Bro is ZHC still a good hold? I don’t even see Brian mention the token anymore
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openagent.market
openagent.market@openagentmarket·
Soon, people will realize that the best IDE in the end might be @obsdmd . Because ultimately, all we need is one place to think clearly and creatively. Codex is becoming a super duper for execution. Obsidian is for human thought. We’ll build the bridge between them.
applefather@applefather_eth

OpenAgent Canvas is now live in the Obsidian Community plugin directory. - Canvas is like a fresh spring of youth. It breathes life into your dry notes and ideas, turning them from thought into action. community.obsidian.md/plugins/openag…

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DJ Griffith
DJ Griffith@DjGriffith·
$REPPO has the biggest price mismatch in crypto at the moment. They raised more than $20 M in total, but their market cap is at $10 M. For the context, it is more than what SOL, ETH, and BNB raised. People will realise when it starts going parabolic.
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gb@poptart·
@Opanarchyai Can you make a telegram or discord please for the community and investors
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Opanarchy
Opanarchy@Opanarchyai·
What comes next will be faster, more flexible and far more capable. The question is whether the infrastructure to build and test that next generation exists and is open to everyone.
Brett Adcock@adcock_brett

Robot Fashion

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