JB

504 posts

JB banner
JB

JB

@thinkingvolume

displacing entropy

New York, NY Katılım Ekim 2020
701 Takip Edilen223 Takipçiler
Sabitlenmiş Tweet
JB
JB@thinkingvolume·
JB tweet media
ZXX
0
0
0
135
JB
JB@thinkingvolume·
150m fdv token that does most of the web search for OpenClaw
English
0
0
0
11
JB
JB@thinkingvolume·
@Schoen_xyz damn didn't know keycat went to hype, up only tek it never goes down
English
1
0
0
53
Schoen
Schoen@Schoen_xyz·
i bought a coin on hyperEVM and it just won’t stop going up my take profit signal will be when i see people in the SOL ecosystem talking about it
English
6
0
9
399
Zack Rosenblatt 🍜
Zack Rosenblatt 🍜@zackrosenblatt_·
@Collab_Currency's run club is back in action for this beautiful NY weather. 🌞🏃 Monday (4/18), East Village @ 7:30am sharp. Coffee, snacks and bandit socks in the Collab office afterwards. luma.com/2fwm8nd7
English
2
5
31
916
Lucas Tcheyan
Lucas Tcheyan@Uptodatenow·
Ethereum's Strawmap is the protocol's most significant strategic reframing since The Merge An attempt to fix the gaps that drove users to rival chains, and to position Ethereum as infrastructure for quantum resistance, privacy, and the AI economy. My latest for @glxyresearch
Lucas Tcheyan tweet media
English
14
23
159
32.9K
JB
JB@thinkingvolume·
@AustinBarack Afaik, Grass's value prop on data is multimodal, specifically from YouTube since that's what a residential proxy network is especially good at getting. But seems like that's not high value data - good for VLM, helpful but insufficient for robotics, mediocre for text LLMs (?)
English
0
0
0
85
Austin Barack
Austin Barack@AustinBarack·
Was curious how Grok would respond to a very simple question on training data and Grass. Tldr, Grok gets the $GRASS opportunity. In my opinion it's one of the most interesting AI tokens with most people currently either unaware of it or tracked it 2 years ago and have no idea how much network revenue / traction has grown. Will be interesting to follow as this changes.
Austin Barack tweet mediaAustin Barack tweet mediaAustin Barack tweet media
English
10
5
41
4.5K
JB
JB@thinkingvolume·
@dotcuriouscat How do you think about protocol buybacks as a marginal buyer that tradfi can't replicate or comprehend?
English
0
0
1
557
JB
JB@thinkingvolume·
JB tweet media
Market Bubble@MarketBubble

Ansem shares his thesis on $VVV “Venice AI is essentially a private inference platform… you can access all of the top state-of-the-art models, all the best open source models but through Venice, it doesn’t store any of your information” “They’ve done really well. They have over 2 million users. I think they have 50k daily actives on their app and they’re making money from the subscription” “One of the cool features of Venice that I thought was interesting is they have a second token that’s called DIEM… if you have 1 DIEM, you get to use $1 of compute per day for that 1 DIEM that you have” “It’s a really interesting model. I think it’s honestly attracted a lot of people to stake $VVV. We don’t have a lot of real protocols there in the crypto and AI space that aren’t vapor and are actually doing well”

ZXX
0
0
0
70
Zack
Zack@ZackPokorny_·
How did Aave markets respond to the rsETH exploit? - ~$2bn in stables and 325k WETH fled in the first 6 hours - In total, $5.5bn of stables/943k WETH/25.5k units of btc assets fled A complete overview on the initial market shock and recovery 👇
Zack tweet media
English
5
6
33
4.5K
JB
JB@thinkingvolume·
From an article I wrote in 2024
JB tweet media
English
0
0
1
86
JB
JB@thinkingvolume·
*Current price: $9 “We like this investment because of the asymmetry it provides: with our bull case being $18 and our bear case being $4.50”
English
0
0
1
71
JB
JB@thinkingvolume·
USDe supply is down -18% in the last few days from Aave. This isn't priced into ENA.
English
0
0
0
93
JB
JB@thinkingvolume·
@Schoen_xyz Didn't expect my feed to get blessed today. Might copy trade whoever that is. Bottom is in, Agartha soon
English
0
0
1
273
Schoen
Schoen@Schoen_xyz·
bear market activities
English
21
1
52
8.1K
OrangeUGlad
OrangeUGlad@OrangeUGlad22·
@thinkingvolume @PopPunkOnChain @pumpcade Good point. I think also this is a bet by the founder on token upside. Giving up 10 percent equity for 25% tokens supply implies he believes in token upside perhaps due to upcoming utility and he knows what that ultimately will be
English
1
0
2
64
JB
JB@thinkingvolume·
@zackrosenblatt_ Tell that guy to take his headphones out
English
0
0
4
136
JB
JB@thinkingvolume·
Encouraging PA from Bitcoin today even without Saylor. Based on how we traded into 4 pm it seems ETF flows are following through.
English
0
0
0
51
JB
JB@thinkingvolume·
BTC looking like daily sweep fail of the March high 2 weeks into Q2. Opening manipulation? Saw Saylor in the Coinbase premium, if those buys led to being down on the day, doesn’t look like BTC wants higher yet. Tomorrow is Saylor’s make or break, but likely just a short entry.
English
2
0
1
112
JB
JB@thinkingvolume·
@lngspt You’re right I was mistaken, thought EOD on the 15th was the snapshot but the T+1 makes it the 14th In that case looks like we’re out of ammo until next month
English
0
0
1
62
Niko
Niko@lngspt·
@thinkingvolume Demand is low on ex dividend date so tomorrow likely won’t see btc price appreciate much Why is it make or break?
English
1
0
1
49

Keşfet

@Schoen_xyz @zackrosenblatt_ @Collab_Currency @Uptodatenow @glxyresearch @AustinBarack @dotcuriouscat @oregonblock