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A seismic shift is upon us - Hard assets vs. Financial asset. Looking forward, we need an entirely new portfolio construction. AI disruption, we must pay attention. 2025 Copper $COPX +18% Software $CLOU -6%

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Lawrence McDonald

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317,346 просмотров • 1 год назад •via X (Twitter)

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📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

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Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.
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Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

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President Ruto to the West: 1. We no longer want IMF and World Bank. 2. We need a new financial architecture where governance and power is not in the hands of a few. A new organization of equals. 3. Things are not going forward,they are going backwards. You are not hearing us. 👏
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President Ruto to the West: 1. We no longer want IMF and World Bank. 2. We need a new financial architecture where governance and power is not in the hands of a few. A new organization of equals. 3. Things are not going forward,they are going backwards. You are not hearing us. 👏

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People keep asking us when we're launching an IDE. Today we're proud to share: never. We showed you the CLI. There's one more thing we're building. Here's a sneak peek - and why we'll need new surfaces for AI-augmented software engineering.
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‼️"Kidnapping Ukrainian children is more than a war crime. It is literally genocide" — Richard Blumenthal. "We need to move forward with our sanctions bill, with designating Russia as a state sponsor of terrorism, and an effort to use the ceased assets". Congressional leaders must act and bring these bills to a vote ASAP.

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We have an advanced training system that produces top tier pilots. What we now need is a sizable fleet of hard hitting assets to provide real strategic depth...enough to turn the Lake Chad islands, where ISWAP terrorists retreat to rest, regroup and plan attacks, into nothing but smoking ruins. We must adopt Eeben Barlow’s doctrine of relentless pursuit.

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looking forward to a great 2025 for BUILDERS everywhere and on Harmony 💙. new products in blockchain and artificial intelligence are speeding up EXPONENTIALLY because we have built the open foundations already. decentralized applications will onboard the next wave of users by being SIMPLE to use. AI agents will become even MORE powerful and useful. we want to welcome entrepreneurs to come build an open ecosystem of AI agents, each with their own crypto wallets, to transact with each other. Most of all, we look forward to bringing more people to come build TOGETHER in 2025. Have a wonderful holiday and best wishes for a healthy and fruitful 2025! THANK YOU EVERYONE AND HARMONY FOR ONE AND ALL!
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looking forward to a great 2025 for BUILDERS everywhere and on Harmony 💙. new products in blockchain and artificial intelligence are speeding up EXPONENTIALLY because we have built the open foundations already. decentralized applications will onboard the next wave of users by being SIMPLE to use. AI agents will become even MORE powerful and useful. we want to welcome entrepreneurs to come build an open ecosystem of AI agents, each with their own crypto wallets, to transact with each other. Most of all, we look forward to bringing more people to come build TOGETHER in 2025. Have a wonderful holiday and best wishes for a healthy and fruitful 2025! THANK YOU EVERYONE AND HARMONY FOR ONE AND ALL!

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We were right. Ilhan Omar owns a fake winery, and she just dissolved it after she got caught. She originally estimated her assets between $6 million and $30 million in her 2025 financial disclosure due to the fraudulent winery. She just filed an amendment slashing it down to just $95,000 and blaming an "accounting error." She clearly committed fraud against the federal government with her financial disclosure. When will she be kicked out of Congress? George Santos was kicked out for a lesser offense. Republicans need to do the same to Omar. The DOJ is also looking into her. She should be locked up after getting kicked out.
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We were right. Ilhan Omar owns a fake winery, and she just dissolved it after she got caught. She originally estimated her assets between $6 million and $30 million in her 2025 financial disclosure due to the fraudulent winery. She just filed an amendment slashing it down to just $95,000 and blaming an "accounting error." She clearly committed fraud against the federal government with her financial disclosure. When will she be kicked out of Congress? George Santos was kicked out for a lesser offense. Republicans need to do the same to Omar. The DOJ is also looking into her. She should be locked up after getting kicked out.

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It was an honor to present my vision for South Korea’s digital economy to President 이재명 during his state visit to Singapore. Just as semiconductors and high-speed internet drove our previous growth, we now need to build financial infrastructure fit for the AI era. I proposed three key steps to the government: 1️⃣ A regulatory sandbox for KRW-denominated digital payments. 2️⃣ Tokenization of public infrastructure & AI assets. 3️⃣ A platform for AI companies to access global liquidity. To protect monetary sovereignty and modernize capital markets, we must move from T+2 settlement to real-time execution. The private sector is ready to build. Kaia is ready to build.

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Enter Coresky's new chapter 2024: It's time to embark on a new chapter as we unveil our plans for the year ahead, marking a significant moment in our journey. Firstly, we are committed to redefining the digital asset landscape, leveraging cutting-edge solutions and investment opportunities to empower individuals worldwide. Our mission is to provide a platform where everyone can confidently explore, invest, and participate in the digital asset space. Our vision is clear: to become the leading platform for digital asset management, fostering a vibrant ecosystem that encourages growth and innovation. We aim to achieve this by introducing a revamped website UI, enhanced features, and an improved user experience. Additionally, we are dedicated to developing a new robust community ecosystem that supports diverse needs and aspirations. Moving forward, our focus will be on discovering and supporting high-quality projects through assets allocation. By collaborating with these projects, we aim to facilitate their growth and success in the digital asset space, driving value for our community and partners alike. Stay tuned for more updates as we work towards our vision of a more inclusive and empowered digital asset ecosystem.

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