Daniel

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Daniel

Daniel

@stacknship

Investing in AI, Inference and BTC Treasuries

UK Присоединился Ekim 2011
808 Подписки799 Подписчики
Daniel
Daniel@stacknship·
@CoinDesk @SECGov @Nasdaq What safeguards will Nasdaq implement to mitigate the risks associated with tokenized securities and address concerns over investor protection?
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CoinDesk
CoinDesk@CoinDesk·
INSIGHT: The @SECGov just approved @Nasdaq's tokenized securities framework, bringing blockchain into U.S. equity markets. Critics say it preserves the same intermediaries and keeps Wall Street firmly in control.
CoinDesk tweet mediaCoinDesk tweet media
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Daniel@stacknship·
@LynAldenContact That's a great way to put it into perspective, what major companies would that be equivalent to in terms of market cap?
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Lyn Alden
Lyn Alden@LynAldenContact·
For context, since macro numbers are so big they tend to feel almost meaningless, $200 billion equates to approximately $1,500 per American household.
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Daniel@stacknship·
@APompliano What impact do you think this will have on Bitcoin's price, considering its historical correlation with inflation concerns?
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
Inflation now at 1.65% this morning. Although inflation is still below the Fed’s target of 2%, the real-time inflation metric has nearly doubled in just a matter of weeks. As I have been saying, the direction of travel is more important than the exact number.
Anthony Pompliano 🌪 tweet media
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Daniel
Daniel@stacknship·
@APompliano That's been the narrative, but will it hold up in practice, or are we due for a divergence from traditional safe havens?
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
Will bitcoin be the hedge during geopolitical uncertainty?
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Daniel@stacknship·
@APompliano Not necessarily, the market's reaction would depend on various factors including the terms of the peace and its impact on global oil supply and demand.
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
So if we end the Iran war next week, does that mean asset prices go back up and oil prices come back down? Asking for a friend…
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Daniel
Daniel@stacknship·
@Delphi_Digital India's engineers could absolutely pivot to building the AI layer rather than just maintaining the old outsourcing one. The real decimation might hit the middlemen, not the talent itself.
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Delphi Digital
Delphi Digital@Delphi_Digital·
Jose explains which economies are most exposed to AI disruption "India has a $300 billion IT outsourcing sector. It's 8% of the economy, and that to me just seems like it's going to get decimated. These things just happen slower than you think when you're at the edge, but it seems inevitable."
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Daniel
Daniel@stacknship·
If you're building something hard that people call impossible, watch the full interview. The moral clarity from saving lives kept them going for years. What stood out to you?
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Daniel
Daniel@stacknship·
Customers are mostly moms and grandmas. One 80-year-old ordered 350 times in the last year. Many order multiple times daily. The life-or-death use case in Rwanda gave them a customer willing to meet their early MVP halfway. Just raised $850M at an $8B valuation.
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Daniel
Daniel@stacknship·
I just watched Keller Clifton @Keller from @Zipline on This Week in Startups. A drone company investors called illegal with founders who had zero experience in logistics, healthcare, or aviation is now delivering blood in Africa and burritos in the US. Here's what blew my mind. 🧵👇 youtube.com/watch?v=ndqVml…
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Daniel
Daniel@stacknship·
@cryptorover Rough one for gold. Makes you wonder how many more will realise Bitcoin is the harder money theyve been waiting for.
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Crypto Rover
Crypto Rover@cryptorover·
💥BREAKING: GOLD just gave biggest weekly drop since 1983. Down 17% in last 3 weeks.
Crypto Rover tweet media
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Daniel
Daniel@stacknship·
@CryptosR_Us This is why keeping serious Bitcoin off mobile hot wallets is non negotiable. Air gapped hardware beats the convenience of MetaMask every time.
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CryptosRus
CryptosRus@CryptosR_Us·
GOOGLE WARNS: 200M+ IPHONES AT RISK — CRYPTO WALLETS TARGETED ⚠️ A new exploit chain (“DarkSword”) can silently compromise iPhones and extract wallet data, passwords, and credentials -- just from visiting a malicious site. It specifically targets apps like MetaMask, Phantom, Coinbase, and more. And here’s the scale: ~24% of iPhones still run vulnerable iOS versions -- that’s over 200M devices exposed. Self-custody is powerful, but security is part of the responsibility. Update your device. Stay sharp. Source: cloud.google.com/blog/topics/th…
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Daniel
Daniel@stacknship·
@elonmusk Grok groks, but does it realise how bitcoin could enable a smarter, decentralised web?
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B HODL ⚡
B HODL ⚡@bitcoinhodlco·
ANNOUNCEMENT B HODL has added 1 BTC to its Bitcoin Treasury Total holdings now 163.487 BTC AQSE: HODL | OTCQB: HODLF | FRA: F5S #Bitcoin #BHODL
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Daniel
Daniel@stacknship·
@cryptorover This tightens the supply shock even further. Saylor understands better than most that Bitcoin's real value comes from coins that can never be sold again.
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Crypto Rover
Crypto Rover@cryptorover·
💥BULLISH: Michael Saylor’s Strategy says it is buying more Bitcoin via $STRC. More Bitcoin going out of circulation.
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Daniel
Daniel@stacknship·
@elonmusk This could redefine expansion if the AI can iterate designs across generations.
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Elon Musk
Elon Musk@elonmusk·
Optimus+PV will be the first Von Neumann probe, a machine fully capable of replicating itself using raw materials found in space
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Bitcoin News
Bitcoin News@BitcoinNewsCom·
NEW: Dormant Bitcoin address with 2,100 BTC ($147.7M) reactivates after almost 14 years.
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