Market Bubble
@MarketBubble • 75,791 subscribers
Invest in yourself. Hosted @Banks & @Blknoiz06. Streaming live Thursdays @ 1PM PT on X & Twitch. @Polymarket
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Erik Voorhees explains how Venice's dual token model actually works "You can stake 100 VVV to get pro access to Venice. We take a bunch of our revenue, buy the token, and burn it" "We want to take that to its extreme and try to buy every last token we can and burn it all" "You lock up VVV to mint DIEM. Each DIEM you hold gives you $1/day to use on any AI model you want" "We built it so AI agents could hold an asset and get marginally free inference" "It changes the economic calculation. We thought that'd be an interesting design space to explore"
Market Bubble123,438 views • 1 day ago
Tristan Thompson explains how he invested in Anthropic “It was a buddy of mine in Silicon Valley… just going to a couple of these dinners they were doing with the NBA, sitting there talking to these guys and really picking their brains” “They were telling me about the future of AI and technology… I was like hey man, I like what you’re talking about” “It was a bunch of SF guys and everyone kept telling me, so I was like alright man, here’s a check. I wanna get in the game” “From there they just opened up so much for me. I was able to get in early through SPVs and bring in my other buddies to make a bigger check”
Market Bubble1,965,653 views • 23 days ago
Ansem called the market crash live on last nights show Banks: "Where do you think Bitcoin is headed" Ansem: "I don't think 60K is gonna hold. I think you're gonna see a high volume sell off and probably some longs get liquidated." "If it breaks beneath the range lows, all the long positions with stops under 60K get liquidated and that pulls the rest of the market down."
Market Bubble76,012 views • 2 days ago
Ansem breaks down the Saylor situation "He sold 32 Bitcoin. For $2.5 million... but how much did it actually cost him?" "He lost $8 billion on a $2 million sale." "Saylor was like 'We're gonna sell Bitcoin just a little bit to ease people's concerns'... and people were like, 'what the fuck? Why are you selling?' 'Cause he never sells."
Market Bubble49,753 views • 2 days ago
Erik Voorhees reveals he got into crypto in 2011 "I went to the first Bitcoin meetup ever in 2011 when BTC was $5. Only 50 people were there and that was the entire global Bitcoin community” "Some wondered if we were too late and some liked to fantasize that maybe someday Bitcoin could hit $100”
Market Bubble33,252 views • 2 days ago
Ansem shares his thesis on near:native “So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI” “One of the theses around NEAR is it being a platform for agents to transact on” “KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans” “As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”
Market Bubble221,442 views • 16 days ago
Ansem: Zcash is Swiss banking in your pocket “Instead of having to look at different bank accounts and different places to store your wealth, Zcash allows you to have access to that at any point in time and take it with you anywhere” “If you have a billion dollars in Bitcoin and send somebody $100, anybody you sent that to now knows you have a billion dollars in Bitcoin” “If you have a billion dollars in Zcash and send somebody $100, they don’t know how much you have in your actual address” “That’s the core reason I think Zcash differentiates from Bitcoin” “In my opinion, Zcash is the second best store of value behind Bitcoin. Right now it trades at around a $7B market cap, so I think it has a lot of room to do well and a lot of room to grow” “In 2016, Bitcoin was around $200 and now it trades at $80,000. In 2016, Zcash was around the same price it is right now…”
Market Bubble118,800 views • 23 days ago
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”
Market Bubble119,387 views • 29 days ago
Banks leaked the Drake Polymarket ICEMAN name drop at 1:15pm PST live on air Always Early.
Market Bubble91,773 views • 23 days ago
Ansem explains why he’s bullish on $MP “Right now the US relies on China for a lot of the rare earth metals that we source and they’re important for EVs, magnets and all these electronics” “We have no real way of getting them except for these very few mining companies… $MP is one of those”
Market Bubble35,293 views • 28 days ago
Banks reveals he’s lost close to $500,000 on Solana Banks: “It’s all good though we’re gonna get it back, we love $SOL” Ansem: “Yeah it’s my favorite asset in Crypto. I hit Solana so many times” Banks: “Next time you think about hitting buy, whether you hit or not, please think about me and let me know”
Market Bubble28,033 views • 23 days ago
Ansem explains the thesis behind Dolphin AI “Dolphin is the provider of the uncensored model that Venice uses” “ChatGPT, Claude, all of the big labs have very strict rules on what you can ask the models, they’re censored very heavily” “We’re not in control of what that censorship is and what they’re telling the models not to say” “One of crypto’s core tenets is not having to rely on some centralized entity deciding what you can and cannot do” “They want the technology to be free and open to everyone. Uncensored models are one way crypto is looking at doing that”
Market Bubble20,688 views • 23 days ago
Ansem explains why you need to learn AI right now “AI is going to make everybody 10x more efficient at whatever it is that they’re doing” “If you’re concerned about your job… you need to get up to speed and become an expert at using AI as fast as possible” “There’s going to be people who choose not to do that and people who do. In a few years, people are going to look at AI the same way as being able to use the internet” “Obviously someone who knows how to use the internet is a way better candidate than someone who doesn’t, it’s going to be the same with AI” “Whenever you have these technological breakthroughs happen, you create more jobs that didn’t even exist before. I think AI is going to do that more so than displace people”
Market Bubble19,863 views • 1 month ago
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