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generational comeback

2,476,395 görüntüleme • 10 ay önce •via X (Twitter)

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BREAKING: Inside a16z's American Dynamism Fund Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, who co-leads the firm’s AD practice w/ Katherine Boyle (Katherine Boyle) joins Sourcery to break down America’s comeback It's time to build. We discuss: - Story behind American Dynamism’s rise - Private capital boom behind national interest - JP Morgan’s $1.5T “Security & Resiliency” initiative - AI’s role across defense, logistics, & manufacturing - Why venture capital must “fund freedom like our lives depend on it.” Highlights: (00:00) David Ulevitch (01:54) The origin of American Dynamism (05:23) Why Marc Andreessen & Ben Horowitz backed the idea early (03:30) Partnering with Katherine Boyle, from rivals to co-leads (06:14) From meme to movement (07:00) Why venture returns exist in defense, energy, & infrastructure (07:11) The new supply-and-demand moment for American industry (11:00) Building a policy bridge between D.C. & Silicon Valley (15:29) Fixing defense procurement, the “bake-off” model (17:15) Private capital as America’s innovation engine (20:02) JP Morgan’s $1.5T commitment & what it signals (20:30) China, supply chains, & the race for energy independence (22:12) The new late-stage capital environment for defense tech (24:05) How AI is transforming defense, logistics, and public safety (27:42) Why this is a multi-generational mission

Molly O’Shea

100,891 görüntüleme • 9 ay önce

Anthony Kim delivered an incredible press conference after shooting a bogey free 10 under par 62 to finish T6 at LIV Golf Virginia and climb inside the top 200 in the world for the first time since 2012. “I don't give a shit what anybody thinks about me. I work hard. I stay with my family. Happy Mother's Day, Emily. To my mom, to all the moms that work hard, sacrifice for their children. “Yeah, I don't give a shit. This is what I do. I'm going to continue to keep working hard and keep getting better and see whatever happens.” He then was asked if 2026 AK could beat 2010 AK and he responded: “That's a good question. 2010 me might not have shown up. So I like this one better.” He then was asked about the support he’s received from the US fans this week: “Man, it's unbelievable. Obviously I played some decent golf 20 years ago where a few people knew who I was, but the amount of support I'm getting from people, not only from golfers, but people outside of golf fighting their own issues, because we all have them, has been nothing short of amazing. “I really can't believe how many people are influenced by me just trying to play golf. I know I'm very blessed to do it. So that's why it's on me to keep working hard.” AK also helped secure the team title for 4 Aces GC after Dustin Johnson picked AK over himself to play in the playoff. AK then hit an incredible recovery shot out of the wet rough with a fairway wood to set up a par and hole the winning putt. Whatever happens with LIV Golf in the future, Anthony Kim’s comeback has been a generational story and long may it continue👊 Anthony Kim 4Aces GC LIV Golf

Flushing It

692,339 görüntüleme • 4 ay önce

The Rise and Fall of NFTs: > 2014 > concept of NFT is introduced > first collection created > named Quantum > made by 2 friends > to prove art can have digital ownership > 2021 > after 7 years of experimenting > the perfect environment is created > lockdowns, everyone bored and online > NFTs explode overnight > kids print money from bedrooms > $200 → $200,000 in weeks > a jpeg sells for $69M > nobody understands it > everyone wants in > discord becomes wall street > your twitter feed = your income > CryptoPunks become digital artifacts > their floor prices go to $400k > top grails sell for many millions > Bored Ape Yacht Club isn't just art > but access, status, community > Facebook launches a metaverse > people pay millions for digital land > "people will live in the metaverse" > celebrities pile in > Justin Bieber, Steph Curry, Snoop Dogg > not just buying but launching NFTs too > top IG pages were launching NFTs > even Lana Rhoades launched one > everyone was launching collections > people spent months grinding > just to be eligible to mint NFTs > mint days felt like war > thousands fighting for supply > bots everywhere, gas fees reach thousands > people pay $300… $500… $1000 > just to click “mint” > and it could fail, but the R/R was worth it > missing a mint = missing life-changing money > marketplaces printing billions in volume > random projects doing millions overnight > influencers shilling, timelines flooded > TikTok full of “next 100x NFTs” > everything goes up > even bad art sells out > even scams make money > ETH was reaching ATHs > NFT mcap goes from $30m to $8b > peak euphoria > 2022 > euphoria continues until April > the market peaks at ~$40B > generational wealth was built > reality hits in May > too many projects > not enough buyers > cash grabs everywhere > then Luna and FTX collapse > billions vanish, trust disappears > liquidity gone overnight > floors start nuking -50% → -80% → -95% > group chats go quiet > people stop flexing > but there still is a lot of speculation > few collections still bring good returns > narrative shifts from flipping to building > NFT mcap goes from $40B to $5B in June > "just a small drawback" right? > 2023 > wrong > volume down 90%+ > nobody left to sell to... then a spark > Bitcoin Ordinals: NFTs on Bitcoin > new narrative but same behavior > degens return, fees explode again > btc flips eth in NFT volume > but it doesn't last long > regulators step in > lawsuits begin > nfts return to being a ghost town > 2026 > after 3 years of unsuccessful stories > the aftermath is brutal > -95% from peak, users gone > eth below $2,000 > nft mcap below $1.5B > bags everywhere, exits nowhere > blue chips struggling > CryptoPunks fp under $30k > Bored Apes aren't even worth $10k > Meta closes their Metaverse > $150b+ in losses and that's just one project > the gold rush is over > the noise is gone > the idea remains > the hope for a comeback is stronger than ever And this represents just 0.1% of the history of NFTs. Writing this final segment I realize how easy we had it and how much fun we had during that bull run. If you enjoyed this post and want to make my day, consider leaving a like. And for similar content check my profile.

Bando

114,237 görüntüleme • 5 ay önce