Sarang

The distance between dreams and reality is called discipline.

@realroseceline Have a speedy recovery mate, can't wait to see you back in good shape :)

Best day by far in my recovery thus far, finally back in my room. Ask me anything — GO! 🌹

Markdown is the future of humanity.

“License & Acquihire“ style deals over past 2 years: Windsurf → Google ($2.4B) Groq → Nvidia (~$20B) Scale AI → Meta (~$14.3B for 49%) Character AI → Google (~$2.7B) Inflection AI → Microsoft (~$650M) Covariant → Amazon (~$400M) Adept → Amazon (undisclosed)

@0xMagmar @GuinchRoze ICF has 36M in Atom, which is just 15% of their holdings. Has more ETH than Atom (Might as well be Infura in disguise :D) CL plans to earn in USD. ICF and CL should align themselves to maximize value of ATOM. May be it's underway, but just doesnt show in balance sheet..

@GuinchRoze Imagine having to ask governance for all funding and corporate decisions we have to make, and competing with all the other foundations that don't have this. Instant death wish.

In my past 4 years in Cosmos, I have never felt more excited about the ecosystem’s progress and potential. Just to name a few things: 1. Incredible new Cosmos chains: TAC, Ripple, Ondo, Stable, Story… we are WINNING most big chains 2. Institutional L1 hyper expansion: ARC, Tempo… 3. IBC connection to Ethereum, more soon 4. First paying institutional customers for Cosmos stack 5. Fully focused, ATOM-dedicated foundation and team. Skip’s shipping culture combined with ICF resources. 6. Infinite options for Cosmos Hub: as an app platform, IBC routing Hub, service distributor - all ahead of us It took years to get to this point. SO MUCH has changed from previous years. Thank you to everyone who has contributed.

@BallingallTim @GoshawkTrades That's @jasoncbuck . Wonderful, as always :)

@sarangAB @GoshawkTrades youtube.com/watch?v=ePXguy… only because i vaguely i recognised the interviewer

One of the most important distinctions to know in trading:

There needs to be an AI model just focussed on Frontend engineering (at least include it in benchmark)

While everyone is focusing on Search getting disrupted by AI, it's possibly the SaaS apps that are going to be the first.

@0xMagmar Don't see a reason why validators would agree. The one thing old or new cosmonauts agree on is staking. Price rise or quantity increase, both are the same thing. Would suggest implementing a max supply instead (if that's even possible)

In my opinion, it's time to end ATOM inflation. ATOM's inflation was not a bad decision - it helped secure the network, bootstrap validators, and lock up the supply. At the time, it was necessary to start Cosmos. But many other chains get similar benefits for a much lower cost. The truth is, so much has been invented since ATOM was created - Proof of Authority, on-chain censorship resistance, and social governance. At 10% inflation, ATOM is printing around $200m in tokens a year. From our analysis, over 60% of staking rewards are sold. This results in a structural sell pressure of over $120m a year, likely much higher. Based off this logic, there is MASSIVE buy pressure on ATOM counteracting this and keeping it at a $4-5 range this year, and in my opinion Cosmos will be much more successful if it isn't bogged down by the inflationary pressure. I would suggest doing it slowly, and additionally capping the supply at something that gives inflation time to ease off - E.g. a cap at 750m tokens (or some number), where inflation stays at 10% this year, then trends to 0 similar to Bitcoin. This gives us ample time to figure out and test new incentive mechanisms and security mechanisms for validators. In our new suggested ATOM roadmap (soon), we are going to begin providing detail to our plan of using ICL revenue to purchase ATOM. That will be much more impactful if there is also a much lower issuance rate. All these factors, combined, I believe can massively change the outlook on ATOM for the next year.

@0xMagmar @joom_master If both burn, then why bother to reduce inflation? Sellers will sell, whether inflation is high or low.

@joom_master We already have one - IBC Eureka and the Hub both burn tokens

Friendly reminder that @elonmusk called his shots. 19 years ago, he posted the @Tesla Master Plan: 9 years ago, he posted Master Plan Part Deux:

@NewtypeTrades @0xMagmar @Curious__J @AirdropGlideapp @Rarma_ Maybe you can stake too? 🤔

@0xMagmar @Curious__J @AirdropGlideapp @Rarma_ Obviously cuz all you compromised "leaders" of cosmos only do one thing; making sure these cartel validators continue to get free money from staking while they do fuck all but sell it to fund cosmosverse events and larp around acting like ATOM is actually useful

We need to get rid of the Cosmos cartel members Crypto Cito Magmar Tony All of them need to go Call up @Curious__J @AirdropGlideapp @Rarma_ or maybe tag some people i dont know about who would do a better job in standing up against the Cartel in cosmos

would be cool to just chat with the X algorithm, like “don’t show me any of swift kelce engagement things” and it just cleans up the feed

I hope that's not Masayoshi Son.

I spent the day at Starbase and never really understood of the scope of what’s happening here. It’s a modern day Manhattan Project: an entire city built for the singular mission of going space. Rows of 1950s ranch homes, a couple of restaurants, a grocery store, hovercrafts shuttling people around on water—and launchpads and rocket factories everywhere.

I get ~10 spam calls per day (various automated voicemails, "loan pre-approval" etc) and ~5 spam messages per day (usually phishing). - I have AT&T Active Armor, all of the above still slips through. - All of the above is always from new, unique numbers so blocking doesn't work. - I am on all Do Not Call lists. - I have iOS "Silence Unknown Callers" on, but even if it catches & silences them I still get the notifications. Not sure if other people are seeing something similar or figured out anything that works

Stripe and Circle have announced building L1 block chains for stablecoins.

@MikeIppolito_ Why should companies run their own chain in the first place vs storing in Db internally? Still don't see use cases where data needs to be public, let alone decentralized.

I have fully come around to the rollup architecture. Yes everyone can build their own chain, and many with large existing distribution (sc Robinhood) will try. However, running a chain isn't core to 98% of businesses out there. Conseneus and shared DA need to happen but most companies won't choose that vector to differentiate. Why would they? If you're building onchain social, retail brokerage, etc... why do you want to get into the nitty gritty of the infra? It's extra operational cost and a massive splintering of focus. So what I would expect is many companies try to build their own chains over the next two or three years before eventually giving up and using Ethereum, Celestia, Arbitrum, etc...

The research work of @NileshOak is truly incredible! youtube.com/watch?v=qtSLvd…