Luke Martin
@VentureCoinist • 328,726 subscribers
dice are in the air
Shorts
Videos
The NY Times spent 18 months investigating who Satoshi was using stylometric analysis to create a big exposé and finally dox Bitcoin's creator. John McAfee spent one afternoon, $200, a phone call and was 99% certain. And once he knew...he never mentioned the name again.
Luke Martin1,239,199 görüntüleme • 3 ay önce
my favorite part about solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump ripping to $300M in one week is how well Ansem 🐂🀄️ played this strategy two cycles in a row 5 years ago we jumped on a call & he described missing Defi summer because he lost interest during the bear market so next time everyone was peak bearish in 2022, he was in $SOL trenches building position/conviction before anyone else saw the same trade and now running it back one bear mkt later making contrarian play when memecoins were on their deathbed you don't even have to be bullish on the coin but it's impossible to ignore how well it's been executed genuinely impressive 🐂🀄️
Luke Martin98,583 görüntüleme • 10 gün önce
Openclaw founder reveals he almost deleted the entire codebase because of crypto. "I didn't know that they're not just good at harassment, they are also really good at using scripts and tools. I underestimated those people. Honestly, I was that close to just deleting it."
Luke Martin1,330,361 görüntüleme • 4 ay önce
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - Michael Saylor STRC fueled BTC buy this week on pace to be +$1Billion. That's $2.35M of BTC/minute or $140M of BTC/hour.
Luke Martin390,709 görüntüleme • 2 ay önce
Elon leaked how tall Tesla Optimus robots will be: "It has to carry heavy objects for long periods of time & not overheat. It's 5'11. So pretty tall with lots of intelligence." Anyone < 6 feet tall will be stuck in permanent shortclass forever heightmogged by millions of robots
Luke Martin760,407 görüntüleme • 4 ay önce
Today is the first time Elon & Sam are in the same room since this convo from 2017 At one point Sam asks: "I hope I don't regret asking this on camera but how do you think OpenAi is growing as a 6 month old company?" Crazy that Elon's answer back then also includes the reason they are facing off in court today 9 years later
Luke Martin269,051 görüntüleme • 2 ay önce
Coinbase CEO reveals how ai agents are already helping run the company "We're giving them all stablecoin wallets. If you really want to treat them like digital employees, they need to have a corporate card. But traditional corporate cards can't be issued to non human entities."
Luke Martin407,100 görüntüleme • 4 ay önce
This is something that 95% of crypto twitter could benefit from hearing: > CZ didn't make his first million until he was 39 > He didn't launch Binance until he was 40 > You can work/learn/fail for a decade and still win Crypto is the one of the only places left where it's possible to make it overnight. But that doesn't mean you should hyper-focus on it. Play the long game, you have time.
Luke Martin749,003 görüntüleme • 9 ay önce
This is the best clip on how Kevin Warsh taking over as Fed Chair might impact rates For the first time we'lll have real-time inflation data instead of legacy method of just surveying 8,000 ppl When the Fed starts using Ai & new data do you think the real inflation number is higher or lower than the official numbers today? And how does that impact cuts or hikes... That's the real variable to solve for. New era for the fed.
Luke Martin127,669 görüntüleme • 1 ay önce
Druckenmiller when asked what he would buy first if he was building brand new portfolio from scratch today: -some ai exposure but less than before - long Japan & Korea equities - bearish on US dollar - long copper - long gold as geopolitical trade (not monetary) - short bonds
Luke Martin261,533 görüntüleme • 4 ay önce
TBPN shares the best piece of advice they ever got which led to being acquired by OpenAi for $100M+ "He was our very first listener. We sent him a link and a google drive. From the first episode he said: take this 100x more seriously than you are right now. And we did." Wisdom from David Senra that you should probably apply to whatever you are working on right now.
Luke Martin199,140 görüntüleme • 3 ay önce
Andrew Tate announcing his new token $TRW lets you receive percentage of profits from his business. “If you own 10% of the token, you own 10% of TRW which is $2M a month. You will be able to stake it based on the profit TRW generates.” In theory - that sounds amazing. Tokens that pass through revenues generated by the protocol/business directly to holders? That’s how every ‘governance’ token should work. But there’s a reason none of them do it...it paints a giant target on your back for the SEC. He either makes 9 figs or gets a 9 fig legal battle with the US government. Bold strategy.
Luke Martin1,243,854 görüntüleme • 2 yıl önce
The k-shaped crypto recovery thesis articulated by Cobie "You have to detach that memecoins aren't going up or governance tokens aren't going up. It feels depressing because you can't get exposure to things that are good. Even I can't get exposure to the things that are good. But there's a societal bull case for crypto enabling alot of stuff. And if crypto does enable alot of this stuff as more & more capital comes on chain. It's inevitable that we have another season of euphoria and fun... The more capital that comes onchain, the more & more inevitable that appears to be."
Luke Martin111,742 görüntüleme • 2 ay önce
The full story behind the $BTC buy wall when priced crashed -50% in a single day during covid: "MY BUY WALL WILL HOLD THE GREATEST ARMIES AT BAY. NOT EVEN TIME CAN WEATHER IT. ONE BUY WALL FOR MY CHILDREN. ONE BUY WALL TO SAVE BITCOIN. ONE BUY WALL FOR SATOSHI." -Cobie
Luke Martin97,664 görüntüleme • 2 ay önce
Best concise explanation of the geopolitical chess match unfolding between US, Iran, Russia, and China with regards to oil. "You can take Iran's oil offline & Russia has all the power. You can take Russia offline & control Iran...but if you pick a fight with either, you blow up the oil market" Blow up oil market = blow up treasury market = blow up government's ability to fund itself.
Luke Martin137,452 görüntüleme • 4 ay önce
Market is rising for all the right reasons. Tail risks abating. Earnings estimates going up. Thomas (Tom) Lee (not drummer) FundstratDirect.com has been so on the money with recent move in tech/ai that it makes you wonder... What if he's right about $ETH too?
Luke Martin81,081 görüntüleme • 2 ay önce
Citrini "To appreciate talent you have to be within a standard deviation of that talent"
Luke Martin36,036 görüntüleme • 1 ay önce
Pay close attention to what Gensler says here... It gives a glimpse into the real reason he held back the crypto industry for so long. "The public is interested, but for investors, most of these tokens aren't tied to fundamentals. Like Buffet would say, what are the goods? what are the revenues?" He wasn't making decisions as if he was SEC chair with a duty to protect investors. He was making decisions as if he's your financial advisor/fund manager picking what you should own. In his boomer mind he's Buffet and he still cannot comprehend why crypto number goes up.
Luke Martin221,133 görüntüleme • 9 ay önce
