A Capy Named Ben

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A Capy Named Ben

A Capy Named Ben

@ubenjammin2

Exit Liquidity Podcast, @Alto_money Advisooor (posts are my own), Mech Engineer, Macro / Crypto / Defi Nerd

Chicagoland Katılım Mart 2010
2.7K Takip Edilen2.9K Takipçiler
rektdiomedes
rektdiomedes@rektdiomedes·
Bleak day for defi... Seems to me the operative takeaways are: 1) for better or worse, crypto is still well within its "Wild West" arc... 2) there is always going to be a trade-off between permissionlessness/decentralization on the one side and security on the other... As a result I think its inevitable that crypto and defi continue to grow upon a spectrum... Where on the one end we have more secured, 'walled-garden' type chains and ecosystems and projects... And on the far opposite end we have 100% permissionless/decentralized/(and in some cases private) options as well... But I think the idea that one day we are going to wake up and there aren't going to be any more hacks and exploits is foolish... And this idea that crypto needs to be a) 100% permissionless/decentralized, AND ALSO b) easy to use and all-encompassing tech that ties your grandma's shoelaces for her and is never exploited... is really naive. Crypto in its purest form is not meant to be everything to everyone. And that's okay. Its just gotta keep iterating and improving and building across that entire spectrum of use cases. Tradfi is an absolute mess too, you just don't hear about it because a) the nature of the problems are less public, and b) its not permissionless and the "safe, secure" tradfi we tend to think of is only for a tiny fraction of people. So yeah, don't get discouraged ya'll... this too shall pass 💪
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A Capy Named Ben retweetledi
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ally@missmayn·
the reason mark zuckerberg is spending $200 million lobbying for digital IDs and ‘age verification’ is because meta’s entire revenue basis is selling ads and businesses have finally realized they’re paying lots and lots of money for their shit to be viewed by bots.
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@SantiagoAuFund @FinTwitAnons @Ross__Hendricks @capital_frozen I think the mistake people make is in thinking that the game being played is one in which politicians work to make their lives better. The plans make a lot more sense if you assume they make sense to achieve an end that is completely tangential to what would be good for you.
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Santiago Capital
Santiago Capital@SantiagoAuFund·
Also remember, the country who has dominated the world for the last 80yrs and run by mad men has NO plan and has no idea what is going on… but Iran, who is not let by mad men, and whose navy and Air Force has been decimated, DO have a plan and it is going flawlessly…
Santiago Capital@SantiagoAuFund

Just remember, Twitter is full of people who can come up with various strategic reasons to enact certain policies & actions. But the psychopaths who are actually in power, with both the reasons and means to act on them, are not capable of coming up with plans…😉

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Keno
Keno@kenodnb·
New yield-focused products are launching every week. There has never been a better time to be a farmer. Time to lock in. Time to Farm Smart, Not Hard #89 🧵
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
Higher Nat Gas prices aren’t going to do good things for data center OpEx.
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@MylesUdland Yeah, it seems to me that most of the firms cutting right now are the ones that needed a reason to cut anyway.
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Myles Udland
Myles Udland@MylesUdland·
@ubenjammin2 This is why this isn’t outright bearish, just another turn
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Myles Udland
Myles Udland@MylesUdland·
The SaaSpocalypse is actually just companies cutting themselves in half, their products getting significantly worse, every experience users and businesses have with tech degrades, and LinkedInGPT essays about why it’s necessary
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
2016 Companies: We didn’t want to make this product a worse experience for consumers but we had to for the environment 🤷‍♂️ 2026 Companies: We didn’t want to fire all of you but …AI 🤷‍♂️
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@sawinyh @toly @LynAldenContact And it is only a matter of time before we get the “I didn’t exterminate those citizens the algorithm did” defense being tested in court…
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Nick Sawinyh
Nick Sawinyh@sawinyh·
@toly @LynAldenContact enforcement gap is the whole story. the safeguards are theater until someone actually has to enforce them against something that matters
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@Seanismacro The amount it has gone down is miniscule (and it really depends how you measure it as to whether it has at all). They cannot “fix” the deficit without crashing the markets. They will never fix the deficit.
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
I stand by my statement. This is just oligarchs taking pot shots at each other. The only reason politicians cut spending is so they can spend it somewhere else to increase their own power. Deficit is up only.
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$ean is Macro 丰@Seanismacro

@ubenjammin2 See that's where your lense of partisan teams let's you down... there is only the 'deep state', which has partisans from both sides. The dismantling of USAID is a absolutely the dismantling of the deep state.

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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@dampedspring @LukeGromen They have a product Tether Gold which is a gold backed token meant to track the price of gold. Increased interest in gold means increased interest in Tether Gold.
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Andy Constan
Andy Constan@dampedspring·
@LukeGromen I remember when people were concerned about USDT being backed by CP. now they seem fine with a 30% vol asset.
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Luke Gromen
Luke Gromen@LukeGromen·
Lots of non-sequiturs this morning it seems.
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A Capy Named Ben
A Capy Named Ben@ubenjammin2·
@SehrLangsam2 @SamanthaLaDuc Don’t think there will be any need for swap lines any time soon when $move is plummeting to levels we haven’t seen since 21’. Collateral scarcity and dollar shortage go hand in hand.
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Sturmisch
Sturmisch@SehrLangsam2·
Liesman hinting at DJT weaponizing dollar swap lines to Europe when there are liquidity issues especially with a stacked Fed board. This is one of the key sources of concern for EU investors. @SamanthaLaDuc @ubenjammin2
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