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The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"

The whole industry is pivoting out of crypto right now "We saw Robinhood's crypto earnings down massively, but they replaced that with prediction markets and did well. Coinbase suffering because their volumes are down massively. Wintermute is beholden to the same trend, which is the depths of a bear market, apathy, very little trading volume, very little to market make" "They want to actually make money, so they're going to go to greener pastures where they can do so" "But just remember, our market makers are moving into other markets, our Bitcoin miners are becoming AI data centers, and our crypto exchanges are becoming everything apps focused more heavily on prediction markets than crypto volumes. That should show you everything you need to know about where we're at in the cycle right now"

The Wolf Of All Streets

47,486 Aufrufe • vor 2 Tagen

This scene always makes me think about what markets do once a simple asset story is no longer enough. At first people buy the thing itself. Then, at some point, that stops being exciting enough. So the market starts building layers around it. A structure. A wrapper. A more financial version of the same idea. That is why MSTR comes to mind for me here. Not because it is the same as a synthetic CDO. It obviously is not. But because the instinct feels familiar. If you believe in Bitcoin, the clean path is simple. You buy Bitcoin. If you want a more traditional route, you buy the ETF. That should be enough. But MSTR is something else entirely. It is Bitcoin, turned into a corporate vehicle, then turned into a capital markets machine, then turned into a narrative people are willing to value differently from the asset underneath it. And that is where it starts feeling less like pure exposure and more like financial engineering built around exposure. We have seen this movie before in different forms. Markets love taking a real asset, wrapping it in a new story, and then assigning the wrapper a value that starts drifting away from the thing it actually holds. As long as that premium stays alive, the machine keeps working. More demand for the structure. More capital raised. More accumulation. Bigger story. More believers. On the way up, it all looks brilliant. That is always the seductive part. In strong markets, even very simple reflexive loops can look like genius. The real question only shows up later, when the mood changes and people start asking whether the value was in the underlying asset all along, or in the extra meaning the market temporarily assigned to the structure built around it. That is why I find this clip so relevant. It is not just a reminder of 2008. It is a reminder of a deeper market habit. People rarely stop at owning the thing. They almost always find a way to build another layer on top of it. And to me, that is the more interesting question around MSTR. Not how much more Bitcoin it can buy. But how long the market will keep rewarding the wrapper more than the thing inside it.

This scene always makes me think about what markets do once a simple asset story is no longer enough. At first people buy the thing itself. Then, at some point, that stops being exciting enough. So the market starts building layers around it. A structure. A wrapper. A more financial version of the same idea. That is why MSTR comes to mind for me here. Not because it is the same as a synthetic CDO. It obviously is not. But because the instinct feels familiar. If you believe in Bitcoin, the clean path is simple. You buy Bitcoin. If you want a more traditional route, you buy the ETF. That should be enough. But MSTR is something else entirely. It is Bitcoin, turned into a corporate vehicle, then turned into a capital markets machine, then turned into a narrative people are willing to value differently from the asset underneath it. And that is where it starts feeling less like pure exposure and more like financial engineering built around exposure. We have seen this movie before in different forms. Markets love taking a real asset, wrapping it in a new story, and then assigning the wrapper a value that starts drifting away from the thing it actually holds. As long as that premium stays alive, the machine keeps working. More demand for the structure. More capital raised. More accumulation. Bigger story. More believers. On the way up, it all looks brilliant. That is always the seductive part. In strong markets, even very simple reflexive loops can look like genius. The real question only shows up later, when the mood changes and people start asking whether the value was in the underlying asset all along, or in the extra meaning the market temporarily assigned to the structure built around it. That is why I find this clip so relevant. It is not just a reminder of 2008. It is a reminder of a deeper market habit. People rarely stop at owning the thing. They almost always find a way to build another layer on top of it. And to me, that is the more interesting question around MSTR. Not how much more Bitcoin it can buy. But how long the market will keep rewarding the wrapper more than the thing inside it.

Mercek

14,644 Aufrufe • vor 4 Monaten

The next perp winner probably won't be decided by incentives. It'll be decided by what assets users can trade. And the narrative doesn't lack users; it lacks new markets to bring on-chain. BTC or ETH are not enough; users need something familiar. Ondo Perps is filling exactly that gap: RWA perps (commodities + tokenized equities). It's not a coincidence that recent platforms choose RWAs for perp trading: + 24/7 access to assets that are normally locked behind market hours (equities, commodities, etc) + Tokenized equities are no longer just spot assets, they become viable collateral and underlyings for perpetual markets. In fact, you can find RWAs perp in multiple places: + Hyperliquid (via HIP-3) + Aster + Grvt + Lighter + Ostium Ondo Perps has one real edge: it's built on top of Ondo Global Markets, which just reportedly crossed $1b TVL, $2b in cumulative trading volume, and around 70% share of the tokenized equity issuer market. Instead of building an RWA ecosystem from scratch, Ondo Perps can leverage the existing asset base and distribution of Ondo Global Markets as that ecosystem grows. Distribution brought users. Asset coverage may decide who keeps them. For early participants, there's also a $150k reward pool during week one.

The next perp winner probably won't be decided by incentives. It'll be decided by what assets users can trade. And the narrative doesn't lack users; it lacks new markets to bring on-chain. BTC or ETH are not enough; users need something familiar. Ondo Perps is filling exactly that gap: RWA perps (commodities + tokenized equities). It's not a coincidence that recent platforms choose RWAs for perp trading: + 24/7 access to assets that are normally locked behind market hours (equities, commodities, etc) + Tokenized equities are no longer just spot assets, they become viable collateral and underlyings for perpetual markets. In fact, you can find RWAs perp in multiple places: + Hyperliquid (via HIP-3) + Aster + Grvt + Lighter + Ostium Ondo Perps has one real edge: it's built on top of Ondo Global Markets, which just reportedly crossed $1b TVL, $2b in cumulative trading volume, and around 70% share of the tokenized equity issuer market. Instead of building an RWA ecosystem from scratch, Ondo Perps can leverage the existing asset base and distribution of Ondo Global Markets as that ecosystem grows. Distribution brought users. Asset coverage may decide who keeps them. For early participants, there's also a $150k reward pool during week one.

andrew.moh

14,195 Aufrufe • vor 1 Monat

When I was 8 years old, growing up in Taipei, I called my aunt in San Francisco and asked: What is the best science and technology school in the world? She said MIT. I went on the internet, found it, and decided that was where I was going. All because of a Steven Spielberg movie about a little robot boy who wanted to find his mom. I grew up as an only child. What stayed with me from that movie was not just the technology. It was the possibility that one day, an artificial companion could understand how I felt. That was the first time I remember being moved by a technology that could change how humans experience reality. Years later, I did get to MIT. I studied AI before it became obvious. I became a machine learning engineer, built my first company, joined a $3.5B VC fund, left to build again, failed, started again, moved to New York alone, and built through one of the hardest crypto markets as a solo founder after the collapse of FTX. I kept going because I have always been drawn to technologies that change how humans understand the world. AI was the first version of that. Crypto and prediction markets are the next. I believe the future I am building toward is inevitable. The only question is whether I get to be one of the people who helps realize it. That future is a world where markets become information-first. The old model of trading was asset-first. It rewarded people with capital, financial education, institutional access, and better tools. But the next generation of markets will be shaped by information flow, narrative, attention, politics, culture, sentiment, and collective belief. Prediction markets make this shift obvious. They are one of the first asset classes where the value is informational, not purely financial in the traditional sense. Your edge does not have to come from technical analysis or a traditional finance background. Your edge can come from knowing something before it becomes consensus. From seeing reality shift before the market prices it in. Someone with firsthand knowledge of an unfolding event can have more alpha than an institution with a much bigger balance sheet. They turn belief into price. But price alone is not enough. Polymarket shows what the market thinks will happen. ARES is built to understand why the market is changing. We are building an information-first trading platform for prediction markets and other narrative-driven assets. One that does not just show traders what is moving, but helps them understand why odds are shifting, why narratives are forming, and why the future is moving in a certain direction. But the bigger vision is not just a better trading terminal. We want to turn every trade into an information object. Every position can become a piece of content. Every market view can become a signal. Every trader can build a reputation around conviction and accuracy. Most feeds rank information by engagement. Who got the most likes. Who already has the biggest audience. Markets allow us to rank information differently. How much are you willing to stake on what you believe? How often have you been right? That creates a fundamentally different kind of media feed. One powered by conviction, track record, and market incentives. One that becomes harder to fake. One that can help people understand not just what the market thinks will happen, but why reality is changing. I also believe prediction markets are one of the few markets where humans can still have a real edge over AI. AI knows what is already on the internet. But humans experience reality before it becomes data. We see things before they become headlines. We hear things before they become reports. We feel shifts before they become consensus. If those signals can be priced, organized, and made legible, then more people can gain access to financial opportunity, information agency, and power. That is what Ares is building toward. I spent years watching founders from the VC side of the table, always thinking: I wish that was me. Now it is. I talked about this journey and the thesis behind Ares in my conversation with Dmitry on Predict Time If you are building, trading, investing, or thinking deeply about prediction markets and information markets, I would love for you to watch it. And if you want to collaborate on what we are building, contribute to the vision, or join the team, we are always open to exceptional people across functions. DMs are open.

When I was 8 years old, growing up in Taipei, I called my aunt in San Francisco and asked: What is the best science and technology school in the world? She said MIT. I went on the internet, found it, and decided that was where I was going. All because of a Steven Spielberg movie about a little robot boy who wanted to find his mom. I grew up as an only child. What stayed with me from that movie was not just the technology. It was the possibility that one day, an artificial companion could understand how I felt. That was the first time I remember being moved by a technology that could change how humans experience reality. Years later, I did get to MIT. I studied AI before it became obvious. I became a machine learning engineer, built my first company, joined a $3.5B VC fund, left to build again, failed, started again, moved to New York alone, and built through one of the hardest crypto markets as a solo founder after the collapse of FTX. I kept going because I have always been drawn to technologies that change how humans understand the world. AI was the first version of that. Crypto and prediction markets are the next. I believe the future I am building toward is inevitable. The only question is whether I get to be one of the people who helps realize it. That future is a world where markets become information-first. The old model of trading was asset-first. It rewarded people with capital, financial education, institutional access, and better tools. But the next generation of markets will be shaped by information flow, narrative, attention, politics, culture, sentiment, and collective belief. Prediction markets make this shift obvious. They are one of the first asset classes where the value is informational, not purely financial in the traditional sense. Your edge does not have to come from technical analysis or a traditional finance background. Your edge can come from knowing something before it becomes consensus. From seeing reality shift before the market prices it in. Someone with firsthand knowledge of an unfolding event can have more alpha than an institution with a much bigger balance sheet. They turn belief into price. But price alone is not enough. Polymarket shows what the market thinks will happen. ARES is built to understand why the market is changing. We are building an information-first trading platform for prediction markets and other narrative-driven assets. One that does not just show traders what is moving, but helps them understand why odds are shifting, why narratives are forming, and why the future is moving in a certain direction. But the bigger vision is not just a better trading terminal. We want to turn every trade into an information object. Every position can become a piece of content. Every market view can become a signal. Every trader can build a reputation around conviction and accuracy. Most feeds rank information by engagement. Who got the most likes. Who already has the biggest audience. Markets allow us to rank information differently. How much are you willing to stake on what you believe? How often have you been right? That creates a fundamentally different kind of media feed. One powered by conviction, track record, and market incentives. One that becomes harder to fake. One that can help people understand not just what the market thinks will happen, but why reality is changing. I also believe prediction markets are one of the few markets where humans can still have a real edge over AI. AI knows what is already on the internet. But humans experience reality before it becomes data. We see things before they become headlines. We hear things before they become reports. We feel shifts before they become consensus. If those signals can be priced, organized, and made legible, then more people can gain access to financial opportunity, information agency, and power. That is what Ares is building toward. I spent years watching founders from the VC side of the table, always thinking: I wish that was me. Now it is. I talked about this journey and the thesis behind Ares in my conversation with Dmitry on Predict Time If you are building, trading, investing, or thinking deeply about prediction markets and information markets, I would love for you to watch it. And if you want to collaborate on what we are building, contribute to the vision, or join the team, we are always open to exceptional people across functions. DMs are open.

Morgan Lai

302,663 Aufrufe • vor 3 Monaten

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken

Brickken

11,946 Aufrufe • vor 7 Monaten

“I am fortunate. My first blessing was to go through multiple struggles for many years, where people wondered whether they would live to see the next day, and surviving each day. I did not survive because of having more bravery than others, it was luck. But it also means that if you are lucky enough to see the next day, you must do what helps you and others to not only survive but also live to see many years ahead. Every time we live to see the next day, we are standing on the sacrifices and bravery of the men and women who paid the ultimate price for our country to be where it is today. My second blessing is this chance I have to live to ensure that their sacrifices never go to waste. That is our responsibility, it is a privilege to be among those who will ensure that those who lost their lives can rest knowing that their sacrifice was not in vain. That is what strengthens us, like in that song that says that we fear no war; whether it comes from within or from outside.” Chairman Kagame | RPF Presidential Campaign - Nyagatare District. #ToraKagame24

“I am fortunate. My first blessing was to go through multiple struggles for many years, where people wondered whether they would live to see the next day, and surviving each day. I did not survive because of having more bravery than others, it was luck. But it also means that if you are lucky enough to see the next day, you must do what helps you and others to not only survive but also live to see many years ahead. Every time we live to see the next day, we are standing on the sacrifices and bravery of the men and women who paid the ultimate price for our country to be where it is today. My second blessing is this chance I have to live to ensure that their sacrifices never go to waste. That is our responsibility, it is a privilege to be among those who will ensure that those who lost their lives can rest knowing that their sacrifice was not in vain. That is what strengthens us, like in that song that says that we fear no war; whether it comes from within or from outside.” Chairman Kagame | RPF Presidential Campaign - Nyagatare District. #ToraKagame24

FPR-Inkotanyi

26,099 Aufrufe • vor 2 Jahren

Qullamaggie on You Want to Buy Stocks Here “Like stocks and cryptos and all asset classes, they move like stairs, okay? This is how they move generally. They make a move, then they go sideways or pull back. Make another move, go sideways and pull back. Make another move; this is how stocks move right. If you study any stock that’s up many hundred percent or thousands of percent over many years, this is how they move, okay? They move in stairs. Out job is to buy it here. Our job is not to buy here, not to buy here; our job is not to buy here. Our job is to buy it at the exact time it starts to build the next step higher. This is our job. We’re not gonna be hundred percent correct. My win rate is 25%, but you know the key is all about small losers, big winners, okay? This is what we are looking for, right. And then you get the moving averages, the 10-day, the 20-day, and the 50-day. The leading stocks keep surfing those moving averages, and that goes for crypto too.”

Qullamaggie on You Want to Buy Stocks Here “Like stocks and cryptos and all asset classes, they move like stairs, okay? This is how they move generally. They make a move, then they go sideways or pull back. Make another move, go sideways and pull back. Make another move; this is how stocks move right. If you study any stock that’s up many hundred percent or thousands of percent over many years, this is how they move, okay? They move in stairs. Out job is to buy it here. Our job is not to buy here, not to buy here; our job is not to buy here. Our job is to buy it at the exact time it starts to build the next step higher. This is our job. We’re not gonna be hundred percent correct. My win rate is 25%, but you know the key is all about small losers, big winners, okay? This is what we are looking for, right. And then you get the moving averages, the 10-day, the 20-day, and the 50-day. The leading stocks keep surfing those moving averages, and that goes for crypto too.”

Lone

15,844 Aufrufe • vor 7 Monaten

2k to 93,200. Another day. Another step closer to 100k. Let me be very clear so nobody confuses this with luck. Accounts do not grow like this by accident. They grow when you stop gambling and start operating with rules. Every trade I take has a reason. Every entry has invalidation. Every loss is accepted before the trade is placed. This is where most people fail. They say they want growth but they trade emotionally. They size too big. They chase moves they missed. They let losers run because admitting they are wrong hurts their ego. The market punishes ego fast. The goal is not to be right. The goal is to be disciplined. I do not need to catch every move. I only need to catch the ones that fit my plan. Flat days are wins. Small green days are wins. Survival is a win. You cannot compound if you are constantly digging out of drawdowns. As the account grows the rules get tighter, not looser. Risk scales slower than confidence. Profits are protected. Trades are fewer but cleaner. This is how you go from small money to real money without blowing up. If you are trying to do this yourself understand something important. The edge is not a secret indicator. The edge is patience. The edge is saying no to bad setups. The edge is showing up every day with the same process whether you are up or down. 93,200 is not the finish line. It is proof of concept. 100k is close. The work stays the same. If you are serious about trading stop looking for shortcuts. Build rules. Respect risk. Let discipline compound.

2k to 93,200. Another day. Another step closer to 100k. Let me be very clear so nobody confuses this with luck. Accounts do not grow like this by accident. They grow when you stop gambling and start operating with rules. Every trade I take has a reason. Every entry has invalidation. Every loss is accepted before the trade is placed. This is where most people fail. They say they want growth but they trade emotionally. They size too big. They chase moves they missed. They let losers run because admitting they are wrong hurts their ego. The market punishes ego fast. The goal is not to be right. The goal is to be disciplined. I do not need to catch every move. I only need to catch the ones that fit my plan. Flat days are wins. Small green days are wins. Survival is a win. You cannot compound if you are constantly digging out of drawdowns. As the account grows the rules get tighter, not looser. Risk scales slower than confidence. Profits are protected. Trades are fewer but cleaner. This is how you go from small money to real money without blowing up. If you are trying to do this yourself understand something important. The edge is not a secret indicator. The edge is patience. The edge is saying no to bad setups. The edge is showing up every day with the same process whether you are up or down. 93,200 is not the finish line. It is proof of concept. 100k is close. The work stays the same. If you are serious about trading stop looking for shortcuts. Build rules. Respect risk. Let discipline compound.

CooperBaggs 💰🍞

27,566 Aufrufe • vor 7 Monaten

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Dustin

39,109 Aufrufe • vor 4 Monaten

Joe Rogan is highly suspicious with comedian Joey Diaz about what’s really going on with Data Centers: ROGAN: “Why are they building massive data centers that need to be powered by nuclear reactors? WHAT ARE YOU DOING? These things are sucking up all the water. What’s really going on here?” DIAZ: “Wow, that’s creepy.” ROGAN: “Right now the entire world is addicted to content. These phones are just the gateway drug. Something bigger is coming.” DIAZ: “Technology is destroying kids. My daughter can no longer watch an entire movie.” ROGAN: “They have zero attention span.” DIAZ: “She can only watch 40 minutes and then she might watch some more the next day.” ROGAN: “The addiction to our phones is preparing us for the next stage of what life is going to be like as a human. The phones are just the beginning.”

Joe Rogan is highly suspicious with comedian Joey Diaz about what’s really going on with Data Centers: ROGAN: “Why are they building massive data centers that need to be powered by nuclear reactors? WHAT ARE YOU DOING? These things are sucking up all the water. What’s really going on here?” DIAZ: “Wow, that’s creepy.” ROGAN: “Right now the entire world is addicted to content. These phones are just the gateway drug. Something bigger is coming.” DIAZ: “Technology is destroying kids. My daughter can no longer watch an entire movie.” ROGAN: “They have zero attention span.” DIAZ: “She can only watch 40 minutes and then she might watch some more the next day.” ROGAN: “The addiction to our phones is preparing us for the next stage of what life is going to be like as a human. The phones are just the beginning.”

Fan Commentary: Joe Rogan Recaps

399,010 Aufrufe • vor 2 Monaten

Wilson: I guarantee you there are 10 reporters in D.C. right now who know exactly what Mitch McConnell’s medical status is. Maybe more. They’re not reporting it. We know from people who are very clear that he’s in a certain rehab wing for acute cardiac failure, all this stuff, at the hospital. He is alive. Our source is not able to say if he’s conscious or cogent. I don’t think the magical 20-minute conversations about Mitch McConnell—you know, “He’s perfectly fine”—are real. I think we’re going to find out all that was a lie because they want to run out the clock on the special election question in Kentucky. If I’m Andy Beshear, brother, just declare the election. And if they want to prove that Mitch McConnell is alive and well, go do it. But that is not something I think they can prove. When Joe Biden’s health scares started to mount up, we had 24-hour-a-day coverage. It never stopped. They were beating the White House down every single day about it. When the July 7 debate happened in 2024, that was a clock that went off because the media drove the story. They pushed and pushed and pushed. They turned over every rock. We don’t see that coverage about Trump. We don’t see that coverage about McConnell.

Wilson: I guarantee you there are 10 reporters in D.C. right now who know exactly what Mitch McConnell’s medical status is. Maybe more. They’re not reporting it. We know from people who are very clear that he’s in a certain rehab wing for acute cardiac failure, all this stuff, at the hospital. He is alive. Our source is not able to say if he’s conscious or cogent. I don’t think the magical 20-minute conversations about Mitch McConnell—you know, “He’s perfectly fine”—are real. I think we’re going to find out all that was a lie because they want to run out the clock on the special election question in Kentucky. If I’m Andy Beshear, brother, just declare the election. And if they want to prove that Mitch McConnell is alive and well, go do it. But that is not something I think they can prove. When Joe Biden’s health scares started to mount up, we had 24-hour-a-day coverage. It never stopped. They were beating the White House down every single day about it. When the July 7 debate happened in 2024, that was a clock that went off because the media drove the story. They pushed and pushed and pushed. They turned over every rock. We don’t see that coverage about Trump. We don’t see that coverage about McConnell.

Acyn

745,123 Aufrufe • vor 1 Monat

9 years sober today for my wife, brittany horschel. Amazing to see the transformation over the last 9 years. So proud of her!! 💪❤️ The message I have for anyone who is struggling with addiction is, it’s possible. Millions of ppl have made the choice before you, that they are tired of letting their addiction ruin their life and that they want to live a sober lifestyle now. There’s groups, rehabs, therapists, wherever you live that will help you get sober. But you have to take the first step on the path of sobriety. Wherever I go, I come across people that let me know that they are sober. And they tell me it’s the best decision they ever made for themelves. They are living a healthier lifestyle, enjoying life now more than ever before. It’s amazing to hear their stories and how many days, months, years that they have been sober. So it’s possible! You and only you, can take that first step! Then there will be people willing to take the continuous steps with you after. HorschelFamilyFdtn

9 years sober today for my wife, brittany horschel. Amazing to see the transformation over the last 9 years. So proud of her!! 💪❤️ The message I have for anyone who is struggling with addiction is, it’s possible. Millions of ppl have made the choice before you, that they are tired of letting their addiction ruin their life and that they want to live a sober lifestyle now. There’s groups, rehabs, therapists, wherever you live that will help you get sober. But you have to take the first step on the path of sobriety. Wherever I go, I come across people that let me know that they are sober. And they tell me it’s the best decision they ever made for themelves. They are living a healthier lifestyle, enjoying life now more than ever before. It’s amazing to hear their stories and how many days, months, years that they have been sober. So it’s possible! You and only you, can take that first step! Then there will be people willing to take the continuous steps with you after. HorschelFamilyFdtn

Billy Horschel

754,398 Aufrufe • vor 1 Jahr

Happy New Year to Global Pioneers! 🌍✨ Pi Network is a historic revolution. It is not a traditional cryptocurrency where people enter at Open Mainnet, sell for profit, speculate, and leave. It is also not a simple product release where value appears the moment a product is ready. Pi Network is not a project driven only by a team. Its success depends on collaboration between the Core Team and us—the Pioneers. That is why real value takes time. True value requires patience, trust, and collective effort. The Bamboo Lesson 🌱 Look at the bamboo. For the first four years, bamboo grows only about 3 centimeters above the ground. But during this time, it is building a massive root system underground, extending hundreds of square meters. Then, in the fifth year, everything changes. The bamboo can grow 30–40 centimeters per day, reaching up to 15 meters in just six weeks. This is how real growth works. This is how Pi Network grows. And this is how GCV value is built. Nothing is wasted. What looks slow today is foundation-building for tomorrow. Where We Are Now Pi Network has already succeeded in its first major stage with the Enclosed Mainnet. Since February 2025, we have entered the Open Mainnet phase. However, Pi’s Open Mainnet is not like traditional crypto Open Mainnet. In traditional crypto, the exchange market is the destination. In Pi Network, the exchange market is only a bridge—not the destination. Open Mainnet is not a light switch. It is a process, involving: Compliance Ecosystem development Real utilities Value consensus Community strength Today, we are encouraged to see hundreds of GCV DApps and GCV embedded directly in code. This is a critical step—because only when Pi’s value is created and confirmed by Pioneers can the next stages move forward. What Should Pioneers Do? • Keep high spirits and trust Pi Network • Be grateful to walk this journey with Dr. Nicolas Kokkalis and Dr. Chengdiao Fan • Support our GCV Ambassadors, Special Envoys, partners, and community builders Together, we are building something that can fulfill our mission, our vision, and our shared dream. A Message for 2026 💫 Please do not stress about GCV dates. Focus on your life, your work, and your family. When you live fully, time moves fast. When you only wait, anxiety grows. Please do not chase rumors or fake news. Instead, focus on building our community and ecosystem—that is where positive energy comes from. Let us, the Global Pioneers, continue building, and allow PCT to focus on technical and infrastructure matters. GCV success. Pi Network success. May all Pioneers enjoy a happy, healthy, and prosperous 2026 🌱✨ Doris Yin 🪷 🪷 🪷 January 1st 2026

Happy New Year to Global Pioneers! 🌍✨ Pi Network is a historic revolution. It is not a traditional cryptocurrency where people enter at Open Mainnet, sell for profit, speculate, and leave. It is also not a simple product release where value appears the moment a product is ready. Pi Network is not a project driven only by a team. Its success depends on collaboration between the Core Team and us—the Pioneers. That is why real value takes time. True value requires patience, trust, and collective effort. The Bamboo Lesson 🌱 Look at the bamboo. For the first four years, bamboo grows only about 3 centimeters above the ground. But during this time, it is building a massive root system underground, extending hundreds of square meters. Then, in the fifth year, everything changes. The bamboo can grow 30–40 centimeters per day, reaching up to 15 meters in just six weeks. This is how real growth works. This is how Pi Network grows. And this is how GCV value is built. Nothing is wasted. What looks slow today is foundation-building for tomorrow. Where We Are Now Pi Network has already succeeded in its first major stage with the Enclosed Mainnet. Since February 2025, we have entered the Open Mainnet phase. However, Pi’s Open Mainnet is not like traditional crypto Open Mainnet. In traditional crypto, the exchange market is the destination. In Pi Network, the exchange market is only a bridge—not the destination. Open Mainnet is not a light switch. It is a process, involving: Compliance Ecosystem development Real utilities Value consensus Community strength Today, we are encouraged to see hundreds of GCV DApps and GCV embedded directly in code. This is a critical step—because only when Pi’s value is created and confirmed by Pioneers can the next stages move forward. What Should Pioneers Do? • Keep high spirits and trust Pi Network • Be grateful to walk this journey with Dr. Nicolas Kokkalis and Dr. Chengdiao Fan • Support our GCV Ambassadors, Special Envoys, partners, and community builders Together, we are building something that can fulfill our mission, our vision, and our shared dream. A Message for 2026 💫 Please do not stress about GCV dates. Focus on your life, your work, and your family. When you live fully, time moves fast. When you only wait, anxiety grows. Please do not chase rumors or fake news. Instead, focus on building our community and ecosystem—that is where positive energy comes from. Let us, the Global Pioneers, continue building, and allow PCT to focus on technical and infrastructure matters. GCV success. Pi Network success. May all Pioneers enjoy a happy, healthy, and prosperous 2026 🌱✨ Doris Yin 🪷 🪷 🪷 January 1st 2026

Doris Yin 东方紫莲🪷

16,479 Aufrufe • vor 7 Monaten

Angus: Canadians need to be really ready. We are upping our investment in military spending significantly. We are now procuring from the Europeans—whereas before, we would have just gone to the United States as usual to buy gear. We’re not buying gear from the United States. I don’t know what the Prime Minister is thinking, but if I were him, I’d be inviting Ukrainians to come over and start setting up factories so we can start building those $100 drones—because it’s our border, our waterways, our lakes, and our harbors that are now seriously under threat. We don’t know where Trump is going to go. I know in the Canadian media they don’t want to talk about that—they don’t want to sound hysterical. But when you’re seeing a president of the United States setting up concentration camps and bragging about people being eaten by alligators—people whose only “crime” was being picked up by ICE—then the idea that we can trust them at our border is simply not on. We have to start getting ourselves ready for what could be the next part of the playbook.

Angus: Canadians need to be really ready. We are upping our investment in military spending significantly. We are now procuring from the Europeans—whereas before, we would have just gone to the United States as usual to buy gear. We’re not buying gear from the United States. I don’t know what the Prime Minister is thinking, but if I were him, I’d be inviting Ukrainians to come over and start setting up factories so we can start building those $100 drones—because it’s our border, our waterways, our lakes, and our harbors that are now seriously under threat. We don’t know where Trump is going to go. I know in the Canadian media they don’t want to talk about that—they don’t want to sound hysterical. But when you’re seeing a president of the United States setting up concentration camps and bragging about people being eaten by alligators—people whose only “crime” was being picked up by ICE—then the idea that we can trust them at our border is simply not on. We have to start getting ourselves ready for what could be the next part of the playbook.

Acyn

179,287 Aufrufe • vor 1 Jahr

Now this is crazy Developer reveals Beverly California housing complex where homes start at $5 million and go up to $25 million are required to have low income Now they aren’t selling because people paying $20 million for a home don’t want to live next to low income “There's a building that one of my clients lives in on Beverly, and the city required them to put middle income, low income housing in the building, even though the building is a building for billionaires. So it starts at $5 million, it goes up to $25 million. So the building has had a very difficult time selling units because a lot of people don't wanna have low income in their building that they're spending $20 million on, 'cause they're paying an HOA of like, $15,000 a month. — So there may be 30 units for sale and maybe 10 units that are low income. But of those 30 units for sale, maybe only five or six people live there full time. So it's actually a building more predominantly lived in by low income than by billionaires. And the low income pays zero HOA fees”

Now this is crazy Developer reveals Beverly California housing complex where homes start at $5 million and go up to $25 million are required to have low income Now they aren’t selling because people paying $20 million for a home don’t want to live next to low income “There's a building that one of my clients lives in on Beverly, and the city required them to put middle income, low income housing in the building, even though the building is a building for billionaires. So it starts at $5 million, it goes up to $25 million. So the building has had a very difficult time selling units because a lot of people don't wanna have low income in their building that they're spending $20 million on, 'cause they're paying an HOA of like, $15,000 a month. — So there may be 30 units for sale and maybe 10 units that are low income. But of those 30 units for sale, maybe only five or six people live there full time. So it's actually a building more predominantly lived in by low income than by billionaires. And the low income pays zero HOA fees”

Wall Street Apes

666,334 Aufrufe • vor 7 Monaten

🚨 BREAKING: Kevin Warsh is the pick for Fed Chair. Markets are dumping. I’m skeptical too. But here is the actual signal hidden in the noise: 1: This is a Bessent Play: The goal is to rebuild the Fed’s shattered legitimacy. 2: The "Guardian Angel" is Dead: Since 2008, the Fed has bailed out markets at the first sign of trouble. Warsh hates this. He believes in "true" markets, which means allowing pain and corrections. 3: The Collision Course: Trump wants low rates to fund US dominance. Warsh fears "Fiscal Dominance", where the Fed prints money just to keep the Treasury afloat. So what happens next? Likely informal coordination behind closed doors. But make no mistake: if inflation rips, Warsh will hike rates regardless of what the White House wants. Btw, If you want to buy every market bottom and sell every top, you need to follow NoLimit now. His calls are ALWAYS accurate. Many people will wish they followed him sooner.

🚨 BREAKING: Kevin Warsh is the pick for Fed Chair. Markets are dumping. I’m skeptical too. But here is the actual signal hidden in the noise: 1: This is a Bessent Play: The goal is to rebuild the Fed’s shattered legitimacy. 2: The "Guardian Angel" is Dead: Since 2008, the Fed has bailed out markets at the first sign of trouble. Warsh hates this. He believes in "true" markets, which means allowing pain and corrections. 3: The Collision Course: Trump wants low rates to fund US dominance. Warsh fears "Fiscal Dominance", where the Fed prints money just to keep the Treasury afloat. So what happens next? Likely informal coordination behind closed doors. But make no mistake: if inflation rips, Warsh will hike rates regardless of what the White House wants. Btw, If you want to buy every market bottom and sell every top, you need to follow NoLimit now. His calls are ALWAYS accurate. Many people will wish they followed him sooner.

The Unknown Millionaire

21,500 Aufrufe • vor 6 Monaten

Tim Dillon: “The plan is to have a world war where we eliminate 4 billion people.” “What else would you do?” “Prosecute those people that are having sex with kids?” “But that seems so complicated.” “They all have lawyers.” “Making homes affordable again is really not that easy.” “And then the boomers are gonna get mad.” “They’re gonna go, my money’s in my house, why are you stealing my money?” “You want them mad at you?” “4 billion people will have to be killed over the next 24 months so that we can finally start to get back to what matters here.” “I don’t say this to try to be a Debbie Downer.” “I think this has been decided.” “We’re gonna use nuclear weapons and hypersonic missiles and hydrogen bombs and large swaths of the planet are going to be uninhabitable for a period of time.” “And there’s a lot of underground bases that people have been getting ready for this type of event.” “Again, I don’t want people to get mad at me for this.” “Because when I go to dinner with people and they say, what do you think happens, and I go, I think quite honestly, we have to eliminate half the world’s population in the next 24 months, you would not believe the attitude that you get.” “Am I open to more than half?” “Yes.” “4-6 billion people in the next 24 months.” “I think that’s the plan.” Tim Dillon

Tim Dillon: “The plan is to have a world war where we eliminate 4 billion people.” “What else would you do?” “Prosecute those people that are having sex with kids?” “But that seems so complicated.” “They all have lawyers.” “Making homes affordable again is really not that easy.” “And then the boomers are gonna get mad.” “They’re gonna go, my money’s in my house, why are you stealing my money?” “You want them mad at you?” “4 billion people will have to be killed over the next 24 months so that we can finally start to get back to what matters here.” “I don’t say this to try to be a Debbie Downer.” “I think this has been decided.” “We’re gonna use nuclear weapons and hypersonic missiles and hydrogen bombs and large swaths of the planet are going to be uninhabitable for a period of time.” “And there’s a lot of underground bases that people have been getting ready for this type of event.” “Again, I don’t want people to get mad at me for this.” “Because when I go to dinner with people and they say, what do you think happens, and I go, I think quite honestly, we have to eliminate half the world’s population in the next 24 months, you would not believe the attitude that you get.” “Am I open to more than half?” “Yes.” “4-6 billion people in the next 24 months.” “I think that’s the plan.” Tim Dillon

Holden Culotta

831,318 Aufrufe • vor 5 Monaten