feyo.eth

@BillAckman Directionally I don't disagree but where do you think all the migrants are coming from? And what triggered their migration in the first place...?

Europe is on a path to destroying itself. Unchecked immigration of millions of immigrants that burden their welfare states, bring violence and terrorism to their shores, and take over local governance, one city at a time. Anti-capitalist policies that make it difficult for businesses to adapt their workforces to a rapidly changing competitive environment now accelerating due to AI. A business environment and tax regime that is antithetical to startups. The absence of any progress or innovation in AI and limited access to the compute necessary to compete. Energy dependence due to the green movement at a moment when energy demands are rapidly increasing. And now, the abandonment of the U.S. when we have asked for limited assistance — base access and flyover rights — in the midst of our efforts to eliminate Iran’s nuclear and ballistic threat which is already within striking range of Europe, after we have invested nearly $200 billion in helping Ukraine. NATO is about to be toast. Europe’s defense burden is about to rise massively while their economies continue to fall further and further behind. In short, Europe needs to wake up before it is too late, and it may very well be too late.

@marvin_tong Is the setup doable for a non technical person? ie someone that does not write code?

If you're technical, self-hosting OpenClaw on your mac is still great. If you want reliability + less ops overhead, clawdi.ai is the faster path. Btw, all memory / docs are encrypted with TEE. Happy to share my exact setup templates if useful.

Deploying OpenClaw on Mac/VPS is easy. What stops most people is config + bug fixing. That's why I moved my lobster to clawdi.ai 🦞 Here's how I run business with it now

@SplitCapital I think history has shown that most teams, whether in crypto or not, are extremely bad at understanding what is fair market value of their stock/token. The point is if you do buybacks they should be regular and consistent, not opportunistic or the market won’t value it.

Discretionary token buybacks are always going to be better because the team will always know best when and where to spend money. The idea that it's always good to spend money on token buybacks is flawed because most of these businesses still need massive R&D to keep growing.

@kasstawi @HHorsley So it's mostly GCC families moving back?

@HHorsley Can confirm and it started few years ago and accelerated after the collapse of Credit Suisse. Switzerland made a huge mistake handling the situation and GCC families will not do business there again

Met with a multi-family office CEO today — He’s seeing families that have been in Europe for 100s of years moving to Dubai and Abu Dhabi. There’s a real exodus.

@BarackObama I shook your hand in Belgium last year. Your party’s behaviour is equally laughable, it just happens behind closed doors. I think a lot of people see through dems’ attempt to monopolise the moral high ground while inflicting just as much damage to democracy as Republicans do.

Republicans can’t win on their policies, so they are trying to dodge accountability by rewriting the rules. These lawmakers are going out of their way to silence the will of the people and deliberately undermine our democracy.

@0xLouisT The point on regulatory grey zone is pretty striking when you think about it

Quick mental framework for looking at DATs You can think of them as PE-style closed-end funds with perpetual life, a broad mandate, and liquid LP shares, which just happen to denominate most (or all) of their AUM in a single asset: the underlying token. Why managers like running them: - Easy asset raising: raising massive size is unusually easy because of the current bubble. - No redemptions: no LPs knocking at the door to get their money back (the DAT can just trade at a discount). - No fixed lifecycle: unlike VC or PE funds, these vehicles can run forever. - No liquidity constraints: you can take all the liquidity risk you want, do OTC or locked deals, park funds anywhere. This is very bullish for DeFi (which happily will take all that collateral). - Regulatory grey zone: all those laws and compliance for traditional funds? Forget them. Here, you can pretty much do whatever you want. Are DATs some kind of dark magic? Absolutely not. They're just a huge bubble for capital providers and some managers are seizing the opportunity...

@wolfejosh The west needs to start having babies again. It’s the only long-term solution to this issue.

Dearborn is lost.

Lets see if the objective KOLs this week highlight real projects building with x402

@Treasury_BTC @winklevosscap @nakamoto Congrats!

Big news: Treasury launches with the ambition to become Europe’s largest Bitcoin treasury company. Backed by @winklevosscap & @nakamoto Treasury has: ⚡ Raised €126M ($147M) ⚡ Accumulated 1,000+ BTC ⚡ Plans reverse listing on Euronext Amsterdam (ticker: $TRSR) We’re building Europe’s Digital Golden Age. 🌍💛 More: treasury-btc.com/news/press-rel…

@goodalexander Haha agreed although global regs stance would say otherwise. Lagarde/ecb still actively discouraging EU fin instits to touch stables.

my contrarian take is that algo and basket stables that are not US dollar based will become more and more popular when Bessent goes on TV 4 times a week talking about what a good deal it is to buy US treasuries w crypto you know 1 thing for sure it's a really fcking bad deal

@TheFlowHorse A stablecoin on a private chain isn't really a stablecoin

I think it’s obvious that new private chains will become the thing opted for by companies, banks, etc. Rather than current chains and crypto projects being adopted.

@fejau_inc No one values stocks based on intrinsic value

If everyone has a DCF Financial Model AI agent at their quick disposal does that make individual stocks more efficient or less efficient at finding fair value?

@pear_protocol Hypearliquid

Wen live to the public?? Depends how many comments we get below saying "Hypearliquid" 🍐

@fejau_inc Depends who is “we” though. Normally you’d be referring to crypto native but now it’s degen tardfi.

We deserve what will be coming at the end of all this

@lordOfAFew Youtube channel coded

all non-technical people i talk to have such a surface level understanding of prompting it is quite incredible. there is a serious need for education, it's like they are using 2% of these models capabilities i need to change this, we need everyone to level up

@jon_charb If arbitrage is done effectively shouldn’t the stock just trade at NAV minus costs, eroding any kind of xxx/share accretion potential longer term?

Core idea is treasury co should be worth >NAV bc it has ability to arbitrage its own stock trading +/- NAV He also describes later why it’s “heads I win, tails I breakeven” for private investors but a bad buy for public investors So mostly these just monetize uninformed retail

@TraderNoah 25% of revs will flow to token supposedly

@goodalexander Are you referring to tokenized stocks or crypto-linked equity?

I don’t buy the “crypto equity story”. The purpose of decentralized bearer assets is to get your money out of the system. Equities are in the system. ETFs are system accelerants. Blackrock is the system admin We are all here because the system is broken. Not to double down

@lordOfAFew Which model/app has your preference for this particular prompt?

You’re an expert graphic designer with a background in minimal, modern aesthetics. You previously worked at Apple, love all things design, and have immaculate taste. Design me a perfect landing page for my humanoid robot using minimal theme colours.

@nic_carter Worse it's now in companies that invest in crypto other than BTC/ETH/SOL. "Your downside is zero premium to NAV" 😂😂😂

if youre a VC and the best idea you have is putting the money in a Bitcoin Treasury Company you should probably just give the LPs their money back