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Here is my conversation with vitalik.eth. We talk about micro prediction markets, social networks, the world as a dense jungle, brain computer interfaces, and more. Timestamps: - 00:00 intro - 03:19 micro prediction markets, community notes - 15:15 social networks, zk identity, DF and Frogcrypto - 26:55 the dense...

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Sina Habibian

7,191 subscribers

72,102 Aufrufe • vor 2 Jahren •via X (Twitter)

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10 Kommentare

Profilbild von Fable Of The Dragon | $TYRANT
Fable Of The Dragon | $TYRANTvor 2 Jahren

@VitalikButerin Excellent interview! With regards to living to 1000 years old, @senstweet is doing fantastic research work in this area. And we are active supporters.

Profilbild von Jesse Walden
Jesse Waldenvor 2 Jahren

@VitalikButerin excited to listen, is there another permalink?

Profilbild von Small Brain
Small Brainvor 2 Jahren

@VitalikButerin Ok SINA I SEE YOU COOKING

Profilbild von Sina Habibian
Sina Habibianvor 2 Jahren

I'm just a small brain trying to make it in a big brain world

Profilbild von salvino armati
salvino armativor 2 Jahren

@VitalikButerin PSA YT link here:

Profilbild von albert
albertvor 2 Jahren

@VitalikButerin ghoti

Profilbild von jacob
jacobvor 2 Jahren

@VitalikButerin excited to listen!

Profilbild von Alex Napheys
Alex Napheysvor 2 Jahren

@VitalikButerin Epic Sina 🔥

Profilbild von samrichards.eth
samrichards.ethvor 2 Jahren

@VitalikButerin Yesss

Profilbild von David Greenstein
David Greensteinvor 2 Jahren

@alive_eth @VitalikButerin Let him cook

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Lara Logan

80,620 Aufrufe • vor 1 Monat

New Journey Man episode with my dear friend Alex Gurevich—please enjoy! 00:00 – Welcome to The Journeyman 01:12 – Meet Alex Gurevich 02:08 – Alex’s Macro Framework 04:47 – Five Key Forces Driving Markets 07:00 – Rate Cuts & Central Bank Cycles 08:18 – Fiscal Dominance & Inflation Risks 09:37 – Demographics and Deflation 10:07 – Geopolitics and Trade Shifts 12:32 – The Rise of the Singularity 14:05 – Why Rates Remain Sticky 16:17 – Tariffs and the Bond Market 18:03 – Basel, Regulation & Forced Buying 20:26 – Stocks, Bonds & Mispriced Narratives 22:45 – Why Crises Always End in Liquidity 25:15 – 2022’s Puzzle: Real Rates & Liquidity 27:08 – Will the Fed Cut Soon? 28:37 – Favorite Macro Trades 30:25 – Currency Plays: Yen & Yuan 32:18 – Gold, Silver & Hard Assets 35:16 – Patience in Commodities 36:08 – Bitcoin, Crypto & Long-Term Views 37:00 – Copper & Industrial Demand 38:14 – Bearish on Equities… For Now 41:03 – Crises Create Opportunity 43:01 – The Buy-the-Dip Mindset 44:48 – The AI Singularity is Here 47:11 – Kurzweil Was Right 49:21 – End of the Exponential Age 51:14 – Energy as the True Constraint 55:15 – Can AI Solve Its Energy Crisis? 58:15 – Kardashev Scale & Solar Limits 01:02:37 – What Happens to the Economy? 01:04:34 – UBI and the End of Work 01:06:53 – Energy as the New Macro Constraint 01:07:29 – Why 2030 Could Be a Turning Point 01:10:12 – Can AI Run a Macro Fund? 01:14:29 – A Future Dominated by AGI 01:16:13 – This Changes Everything 01:18:44 – Final Thoughts & Takeaways
1:20:22

New Journey Man episode with my dear friend Alex Gurevich—please enjoy! 00:00 – Welcome to The Journeyman 01:12 – Meet Alex Gurevich 02:08 – Alex’s Macro Framework 04:47 – Five Key Forces Driving Markets 07:00 – Rate Cuts & Central Bank Cycles 08:18 – Fiscal Dominance & Inflation Risks 09:37 – Demographics and Deflation 10:07 – Geopolitics and Trade Shifts 12:32 – The Rise of the Singularity 14:05 – Why Rates Remain Sticky 16:17 – Tariffs and the Bond Market 18:03 – Basel, Regulation & Forced Buying 20:26 – Stocks, Bonds & Mispriced Narratives 22:45 – Why Crises Always End in Liquidity 25:15 – 2022’s Puzzle: Real Rates & Liquidity 27:08 – Will the Fed Cut Soon? 28:37 – Favorite Macro Trades 30:25 – Currency Plays: Yen & Yuan 32:18 – Gold, Silver & Hard Assets 35:16 – Patience in Commodities 36:08 – Bitcoin, Crypto & Long-Term Views 37:00 – Copper & Industrial Demand 38:14 – Bearish on Equities… For Now 41:03 – Crises Create Opportunity 43:01 – The Buy-the-Dip Mindset 44:48 – The AI Singularity is Here 47:11 – Kurzweil Was Right 49:21 – End of the Exponential Age 51:14 – Energy as the True Constraint 55:15 – Can AI Solve Its Energy Crisis? 58:15 – Kardashev Scale & Solar Limits 01:02:37 – What Happens to the Economy? 01:04:34 – UBI and the End of Work 01:06:53 – Energy as the New Macro Constraint 01:07:29 – Why 2030 Could Be a Turning Point 01:10:12 – Can AI Run a Macro Fund? 01:14:29 – A Future Dominated by AGI 01:16:13 – This Changes Everything 01:18:44 – Final Thoughts & Takeaways

Raoul Pal

136,948 Aufrufe • vor 1 Jahr