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Arthur Hayes says $ETH is his largest position outside bitcoin:native "ETH is some of the most hated large cap shitcoin out there, the number two largest coin by market cap that has not eclipsed its 2021 all time high" "From a risk reward perspective, at least the way I...

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Laura Shin

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147,282 просмотров • 7 дней назад •via X (Twitter)

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As much as I dislike Hayes pumps & dumps his $ETH thesis for $5k for ETH by year end is sexy ETH is the only major token below 2021 high. Waiting for a hated rally. "because it hasn't moved that much over the in this past cycle, I think that has a lot of catching up to do. Once it starts moving, the the reflexive train is going to get going." He doesn't care about any fundamentals (tokenomics, L2s etc.) but I believe once ETH starts to rally, the market will find a narrative to justify the pump: RWAs, institutional adoption, ICOs back... Anything will do well to justify the pump. Especially as many sold and gave up on ETH. They'll buy back when ETH starts to move upwards. source: Unchained with Laura Shin
2:00

As much as I dislike Hayes pumps & dumps his $ETH thesis for $5k for ETH by year end is sexy ETH is the only major token below 2021 high. Waiting for a hated rally. "because it hasn't moved that much over the in this past cycle, I think that has a lot of catching up to do. Once it starts moving, the the reflexive train is going to get going." He doesn't care about any fundamentals (tokenomics, L2s etc.) but I believe once ETH starts to rally, the market will find a narrative to justify the pump: RWAs, institutional adoption, ICOs back... Anything will do well to justify the pump. Especially as many sold and gave up on ETH. They'll buy back when ETH starts to move upwards. source: Unchained with Laura Shin

Ignas

33,617 просмотров • 4 дней назад

.Arthur Hayes: “I think that Zcash could achieve 10–20% of the value of Bitcoin quite quickly. And so I bought a lot of it—not going to tell you how much—and I’m still buying it. I think that this is probably going to be one of my better trades of the cycle.”
2:28

.Arthur Hayes: “I think that Zcash could achieve 10–20% of the value of Bitcoin quite quickly. And so I bought a lot of it—not going to tell you how much—and I’m still buying it. I think that this is probably going to be one of my better trades of the cycle.”

Arjun Khemani

167,807 просмотров • 9 месяцев назад

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇
2:36

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

Etherealize

170,819 просмотров • 4 месяцев назад

Matt Hougan on the three things driving ETH "I'd call out three in particular. One is it became a really hated asset. This idea that there were no sellers left, which was true in crypto broadly, I think was really true in ETH. Anyone who got tired of ETH definitely puked and sold a few months ago, right at the depths of the foundation reorg. Everyone who wanted to sell had sold" "I also think ETH had a little bit of community momentum, because it started to do a few things right after that foundation retreat and collapse, with the formation of these new entities. It was already outperforming Bitcoin during the last few weeks, so it was ready to run" "And I do think the stablecoin and tokenization thing is a big meta theme, and people thought ETH is at the center of that, I'm going to own it" "You put all those together and you get this explosive upside move. But a lot of this move is just no sellers, it's a no seller move, so even a little bit of demand just skyrockets these assets"
1:05

Matt Hougan on the three things driving ETH "I'd call out three in particular. One is it became a really hated asset. This idea that there were no sellers left, which was true in crypto broadly, I think was really true in ETH. Anyone who got tired of ETH definitely puked and sold a few months ago, right at the depths of the foundation reorg. Everyone who wanted to sell had sold" "I also think ETH had a little bit of community momentum, because it started to do a few things right after that foundation retreat and collapse, with the formation of these new entities. It was already outperforming Bitcoin during the last few weeks, so it was ready to run" "And I do think the stablecoin and tokenization thing is a big meta theme, and people thought ETH is at the center of that, I'm going to own it" "You put all those together and you get this explosive upside move. But a lot of this move is just no sellers, it's a no seller move, so even a little bit of demand just skyrockets these assets"

The Wolf Of All Streets

48,898 просмотров • 6 дней назад

Why Ethereum is catching a real tailwind right now "Ethereum looks like it's poised to outperform here, at least all the way up to this area, and probably higher. There's a lot of tailwinds after Vitalik came out with his capitulatory messaging on the ETH foundation and we're just another node. Obviously you've got BitMine out there and Tom Lee and all these guys" "Let's be honest, you can be bearish on ETH all you want, but Robinhood chain is a layer two on ETH, and I think people are probably discounting how important Robinhood chain is. They have tens of millions of users who now can just click a button, not really know they're doing crypto stuff, and do crypto stuff" "Memecoins are exploding there again, predicted. I think it's going to probably become one of the major competitors"
0:55

Why Ethereum is catching a real tailwind right now "Ethereum looks like it's poised to outperform here, at least all the way up to this area, and probably higher. There's a lot of tailwinds after Vitalik came out with his capitulatory messaging on the ETH foundation and we're just another node. Obviously you've got BitMine out there and Tom Lee and all these guys" "Let's be honest, you can be bearish on ETH all you want, but Robinhood chain is a layer two on ETH, and I think people are probably discounting how important Robinhood chain is. They have tens of millions of users who now can just click a button, not really know they're doing crypto stuff, and do crypto stuff" "Memecoins are exploding there again, predicted. I think it's going to probably become one of the major competitors"

The Wolf Of All Streets

82,049 просмотров • 1 месяц назад

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles
1:31

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles

David Perell

86,765 просмотров • 1 год назад

🚨ETH IS THE MOST HATED MEGA-CAP RIGHT NOW! Ran Neuner asked Arthur Hayes on Crypto Insider why he’s all-in on Ethereum: He’s already structurally long plenty of $BTC. For the trading slice of the portfolio, $ETH is the bet. It’s the most hated mega-cap crypto, still hasn’t broken its 2021 high, and everyone is dunking on it. At the same time it has the most vibrant DeFi ecosystem and is becoming the base layer for RWAs. Watch the FULL video:
1:15

🚨ETH IS THE MOST HATED MEGA-CAP RIGHT NOW! Ran Neuner asked Arthur Hayes on Crypto Insider why he’s all-in on Ethereum: He’s already structurally long plenty of $BTC. For the trading slice of the portfolio, $ETH is the bet. It’s the most hated mega-cap crypto, still hasn’t broken its 2021 high, and everyone is dunking on it. At the same time it has the most vibrant DeFi ecosystem and is becoming the base layer for RWAs. Watch the FULL video:

Crypto Banter

34,047 просмотров • 7 дней назад

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
3:36

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

171,344 просмотров • 4 месяцев назад

I am the only one who warned this would happen at the beginning of the year! All these extreme plane crashes are not a coincidence. Unfortunately, the number of deaths from plane crashes is only going to rise from here. There is a reason so much of the information about these crashes is either hidden or delayed. They are attempting to avoid a widespread public panic. The total number of “accidents” is misleading. Look at the number of deaths/extreme incidents already this year! Bookmark this tweet, because I can tell you that we are about to see a lot of high-profile boat crashes next. Once I have the full story put together, I will reveal all of the information in a report and call out many specific names. That puts my life at risk, but it has to be done! If anything happens to me, the report will be released early by multiple sleeper sources. There is no stopping it now!
0:28

I am the only one who warned this would happen at the beginning of the year! All these extreme plane crashes are not a coincidence. Unfortunately, the number of deaths from plane crashes is only going to rise from here. There is a reason so much of the information about these crashes is either hidden or delayed. They are attempting to avoid a widespread public panic. The total number of “accidents” is misleading. Look at the number of deaths/extreme incidents already this year! Bookmark this tweet, because I can tell you that we are about to see a lot of high-profile boat crashes next. Once I have the full story put together, I will reveal all of the information in a report and call out many specific names. That puts my life at risk, but it has to be done! If anything happens to me, the report will be released early by multiple sleeper sources. There is no stopping it now!

Matt Wallace

280,617 просмотров • 1 год назад

Should Christian Nationalism and Catholic Integralism be taken seriously? Ben Sasse answers. “‘Should they be taken seriously?’ I mean, ultimately I think no — but I want to be humble about how and why we get there.” “Can people who are skeptical of a lot of Enlightenment assumptions be reasonable in making those cases? Of course. I'm pretty sympathetic to a lot of what the Enlightenment offered us in response to many of the things that had just come before. But that doesn't mean that the Enlightenment is at all a foretaste of heaven.” “I think there is a temptation right now to have an over-realized eschatology where people want to find a city that has foundations. ‘Right now, dang it, I'm ready to build it and I want it to be better and I want it now. And I want to smash the people who are in the way of it’ is tonally the way a lot of these folks talk.” “But philosophically, having a debate is one thing and claiming that they're doing practical politics is quite another. So I think it is important, without us, you know, trying to answer a lot of these questions, to at least acknowledge there are Catholic claims about integralism that a lot of Protestants seem to pine for and lust after without working through — what would that really mean?” “I just look at a lot of the debates of the last two months about women's suffrage and I just kind of want to shake my head and say, ‘Man, this is a weirdo online phenomenon.’ There is no chance on earth that any of these folks who are advancing some sub-varieties of Christian nationalism are actually thinking there's math by which they're going to end women's suffrage. And yet they talk like it. Because online, it seems really provocative to say things like that. And I don't really know what it's worth to linger on some of these silly online debates.” Watch: Listen:
2:27

Should Christian Nationalism and Catholic Integralism be taken seriously? Ben Sasse answers. “‘Should they be taken seriously?’ I mean, ultimately I think no — but I want to be humble about how and why we get there.” “Can people who are skeptical of a lot of Enlightenment assumptions be reasonable in making those cases? Of course. I'm pretty sympathetic to a lot of what the Enlightenment offered us in response to many of the things that had just come before. But that doesn't mean that the Enlightenment is at all a foretaste of heaven.” “I think there is a temptation right now to have an over-realized eschatology where people want to find a city that has foundations. ‘Right now, dang it, I'm ready to build it and I want it to be better and I want it now. And I want to smash the people who are in the way of it’ is tonally the way a lot of these folks talk.” “But philosophically, having a debate is one thing and claiming that they're doing practical politics is quite another. So I think it is important, without us, you know, trying to answer a lot of these questions, to at least acknowledge there are Catholic claims about integralism that a lot of Protestants seem to pine for and lust after without working through — what would that really mean?” “I just look at a lot of the debates of the last two months about women's suffrage and I just kind of want to shake my head and say, ‘Man, this is a weirdo online phenomenon.’ There is no chance on earth that any of these folks who are advancing some sub-varieties of Christian nationalism are actually thinking there's math by which they're going to end women's suffrage. And yet they talk like it. Because online, it seems really provocative to say things like that. And I don't really know what it's worth to linger on some of these silly online debates.” Watch: Listen:

Sola Media

39,084 просмотров • 1 месяц назад

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."
0:43

David Sacks: The Techno-Realist On E215, David Sacks explained a third category outside of techno-optimist and doomer: "Given the choice between the two categories of techno-optimist and techno-pessimist, I'm definitely in the optimist camp. And I think we should be." "But I think there's actually a third category that I would submit: techno-realist." "Which is, technology is going to happen. Trying to stop it is like ordering the tides to stop." "AI is going to happen. We might as well be the leader." "If we don't do it, somebody else will. China's going to do it or somebody else will do it." "If we don't, we could lose in a key category that has implications for national security, for our economy, for many things." "That's just not a world we want to live in." "So, I think a lot of this debate is sort of academic because the question is just, is it going to happen or not?" "And I think the answer is yes. So then we want to control it." "There's not a tremendous amount of choice in this, I think."

The All-In Podcast

154,319 просмотров • 1 год назад

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:
3:45

.David Sacks: "You're gonna see in the wake of this is that a lot of Jewish people are realizing that they don't have a home on the left anymore. And I expect that many Jews are going to start shifting right into the Republican Party, to a place where I've been for a while.... But I think what's happened over the last few decades is that the civil rights movement, in particular, and the left have moved to this woke ideology where it's no longer about colorblindness. It's more about identity groups. And instead of trying to get past racial differences, it's been about accentuating them. And so we've had this whole equity agenda, which is really defined as redistribution from one racial group to another racial group. I think that, for whatever reason, a lot of Jews just hadn't confronted the reality that the left had really changed in this way. I think it goes back to the fact that they thought if we're going to be defining identity groups in this woke way, Jews obviously should be one of these victim groups, but they're waking up to the fact that Jews are not. Jews are in the minds of this woke ideology, just white people with a Jewish background. As a result, they're part of an oppressor class. And I think that a lot of Jewish people who are waking up to this are realizing this is actually a very destructive ideology, and it makes us the bad guys. So I would expect that, again, a lot of Jewish people are waking up to how the left has changed... and I would expect there to be kind of a pilgrimage now of more Jews in America towards the right, as opposed to remaining on the left where they've always been." Via The All-In Podcast:

KanekoaTheGreat

543,004 просмотров • 2 лет назад

Naval Ravikant: "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us." On E215, Naval broke down his main AI fear: consolidated control enabled by regulatory capture. "If you really think you're going to create God, do you want to put God on a leash with one entity controlling God?" "That to me is the real fear." "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us, 'for our own good.'" "I'm not an AI doomer. I don't think AI is going to end the world. That's a separate conversation." "But, there's this religion that comes along in many faces, which is that, 'Oh, climate change is going to end the world. AI is going to end the world. Asteroid's going to end the world. COVID-19 is going to end the world.' And it just has a way of fixating your attention, right? "It captures everybody's attention at once. So it's a very seductive thing." "And I think in the case of AI, it's really been overplayed by incentive bias. Motivated reasoning by the companies who are ahead and they want to pull up the ladder behind them." "I think they generally believe that there is safety risk, but I think they're motivated to believe in those safety risks and then they pass that along." "But it's kind of a weird position because they have to say, 'Oh, it's so dangerous that you shouldn't just let open-source go at it. And you should let just a few of us work with you on it. But it's not so dangerous that a private company can't own the whole thing.'" "Because if it was truly the Manhattan Project, if they were building nuclear weapons, you wouldn't want one company to own that." "So to me, the real issue boils down to, how do you push AI forward while not having just a very small number of players control the entire thing?"
1:13

Naval Ravikant: "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us." On E215, Naval broke down his main AI fear: consolidated control enabled by regulatory capture. "If you really think you're going to create God, do you want to put God on a leash with one entity controlling God?" "That to me is the real fear." "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us, 'for our own good.'" "I'm not an AI doomer. I don't think AI is going to end the world. That's a separate conversation." "But, there's this religion that comes along in many faces, which is that, 'Oh, climate change is going to end the world. AI is going to end the world. Asteroid's going to end the world. COVID-19 is going to end the world.' And it just has a way of fixating your attention, right? "It captures everybody's attention at once. So it's a very seductive thing." "And I think in the case of AI, it's really been overplayed by incentive bias. Motivated reasoning by the companies who are ahead and they want to pull up the ladder behind them." "I think they generally believe that there is safety risk, but I think they're motivated to believe in those safety risks and then they pass that along." "But it's kind of a weird position because they have to say, 'Oh, it's so dangerous that you shouldn't just let open-source go at it. And you should let just a few of us work with you on it. But it's not so dangerous that a private company can't own the whole thing.'" "Because if it was truly the Manhattan Project, if they were building nuclear weapons, you wouldn't want one company to own that." "So to me, the real issue boils down to, how do you push AI forward while not having just a very small number of players control the entire thing?"

The All-In Podcast

301,042 просмотров • 1 год назад

“There are two crypto assets worth more than $100 billion: BTC and ETH. In many ways, Ethereum is in a unique position. Ethereum has had a lot of success. The problem is, it had that success five years ago… so the market is saying “you won round one, but what’s round two?” So internally, our prompt has been “what does it take for ETH to become a trillion dollar asset?” There aren’t many individual trillion dollar assets on earth, so what does it take for ETH to be a trillion dollar asset? For Ethlabs, that will be one of our north stars. We’d be a bit full of ourselves if we came out and said that we had the answer today; it’s going to be a huge project for the entire community. But Ethlabs can act as the bridge. We can be the entity that goes and talks to the people that want to take on that mission. Then we can go and talk to the people that help steward Ethereum and work together to make that outcome happen.” — ansgar.eth talks Ethlabs and a trillion dollar Ethereum on Bankless.
1:29

“There are two crypto assets worth more than $100 billion: BTC and ETH. In many ways, Ethereum is in a unique position. Ethereum has had a lot of success. The problem is, it had that success five years ago… so the market is saying “you won round one, but what’s round two?” So internally, our prompt has been “what does it take for ETH to become a trillion dollar asset?” There aren’t many individual trillion dollar assets on earth, so what does it take for ETH to be a trillion dollar asset? For Ethlabs, that will be one of our north stars. We’d be a bit full of ourselves if we came out and said that we had the answer today; it’s going to be a huge project for the entire community. But Ethlabs can act as the bridge. We can be the entity that goes and talks to the people that want to take on that mission. Then we can go and talk to the people that help steward Ethereum and work together to make that outcome happen.” — ansgar.eth talks Ethlabs and a trillion dollar Ethereum on Bankless.

dreamsofdefi

38,401 просмотров • 1 месяц назад

Threadguy reveals he's up 200% on his ZCash trade with 4x leverage and hasn't sold a single dollar "It's by far my biggest trade of the year unrealized P&L. Probably my biggest trade since Trump. And I've sold zero dollars so far. I haven't sold a penny of it." "The easy part of the trade is done. This is now the hard part. But I just think if crypto is really back and we're really going to get the reflexive move, this thing is going to go parabolic." "I'm down to roundtrip many 6 figures on this trade. You just don't get that many good setups. Sometimes you just gotta put that fucker into fifth gear."
3:29

Threadguy reveals he's up 200% on his ZCash trade with 4x leverage and hasn't sold a single dollar "It's by far my biggest trade of the year unrealized P&L. Probably my biggest trade since Trump. And I've sold zero dollars so far. I haven't sold a penny of it." "The easy part of the trade is done. This is now the hard part. But I just think if crypto is really back and we're really going to get the reflexive move, this thing is going to go parabolic." "I'm down to roundtrip many 6 figures on this trade. You just don't get that many good setups. Sometimes you just gotta put that fucker into fifth gear."

Kai

36,181 просмотров • 3 месяцев назад

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”
2:11

.Erik Voorhees: It’s actually good, from the Trojan horse perspective, that Bitcoin was traceable enough for traditional institutions to tolerate it. “When Bitcoin came out, everyone called it private, thought of it as private. It was referred to as anonymous in every news story. And in some ways, it is very private and very anonymous. But the truth is that it’s also extremely trackable and traceable. It is not private in reality. And the question is, should it have been from the start? And at first I thought, yes, it should have been more private. And that was a mistake in its design. However, I think if Bitcoin had been anonymous truly from the start, like a Zcash or a Monero, it would have had such antagonism from the state. I don’t know that the state could have snuffed it out, but they would have tried much harder. And I think it’s actually good, from the Trojan horse metaphor perspective, that it was traceable enough that the traditional institutions could tolerate it. They’ve never liked it, but they could at least tolerate it because there is some traceability. And that has allowed Bitcoin to grow. And I think in its shadow, that other crypto assets are actually anonymous is very healthy. The strength of cryptocurrency as a concept in society, I think, is served best when Bitcoin itself is not perfectly private, but other assets are. That is a very difficult thing, I think, for the state to combat. And that decentralization of attributes is really, really crucial. So, yeah, I’m very glad that there are other coins that are private. I want there to be more of them, and I want them to be more popular. And I think it’s okay that Bitcoin itself is not.”

Arjun Khemani

23,056 просмотров • 2 месяцев назад

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR
0:39

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Bitmine Marine (BMNR)

45,601 просмотров • 6 месяцев назад

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲
1:36

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

12,294 просмотров • 1 месяц назад