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#IonicDigital Investor Presentation 01:38 CEO Andy Stewart introduces Ionic Digital & the team 08:00 Overview of where other HPC datacenters are located in Texas 13:29 Who is Nscale ? Details of the deal they signed 17:30 Why Ionic is a low-risk bet on HPC as a power shell company...

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CelsiusFactsNumbers

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32,789 просмотров • 14 дней назад •via X (Twitter)

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The Wolf Of All Streets

215,475 просмотров • 9 дней назад

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Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

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197,624 просмотров • 1 месяц назад

Full Interview with Charles-Antoine Beyney "CAB" (CAB) - Founder & CEO of DataOne and Alasdair Mann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center infrastructure for the next decade of compute demand. Most importantly for $NBIS investors: DataOne is the company behind Nebius’ 300MW Vineland, New Jersey campus, one of the key capacity expansion projects that could determine how fast Nebius scales from here! Timestamps: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters Delayed 02:01 Paid Protesters 04:48 Real Water Consumption of His Data Centers 08:27 Condensation and Cooling 11:09 Pollutant Problem 12:14 Behind the Meter Power 15:50 US vs France Power Strategy 18:39 Speed to Power Crunch 19:56 Supply Chain Bottlenecks 23:46 Generative Video AI Economics 25:54 Building Faster Than Anyone 30:55 Budgeting With Rapidly Increasing Prices 31:32 Tariffs and Contingency Buffers 33:31 Supply Crunch Pricing Power 37:36 DataOne Infrastructure Strategy 38:44 Gas Turbines at Scale 40:40 Microturbines and Small Sites 42:30 Batteries and Renewables Mix 43:57 Nuclear and Grid Stability 44:51 Real World Lead Times Strategy 47:26 Cooling Knowhow and Market Hype 48:48 Building Under Extreme Pressure 50:36 AI as the New Enlightenment 54:23 Fusion and the Energy Endgame As always - please share
56:16

Full Interview with Charles-Antoine Beyney "CAB" (CAB) - Founder & CEO of DataOne and Alasdair Mann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center infrastructure for the next decade of compute demand. Most importantly for $NBIS investors: DataOne is the company behind Nebius’ 300MW Vineland, New Jersey campus, one of the key capacity expansion projects that could determine how fast Nebius scales from here! Timestamps: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters Delayed 02:01 Paid Protesters 04:48 Real Water Consumption of His Data Centers 08:27 Condensation and Cooling 11:09 Pollutant Problem 12:14 Behind the Meter Power 15:50 US vs France Power Strategy 18:39 Speed to Power Crunch 19:56 Supply Chain Bottlenecks 23:46 Generative Video AI Economics 25:54 Building Faster Than Anyone 30:55 Budgeting With Rapidly Increasing Prices 31:32 Tariffs and Contingency Buffers 33:31 Supply Crunch Pricing Power 37:36 DataOne Infrastructure Strategy 38:44 Gas Turbines at Scale 40:40 Microturbines and Small Sites 42:30 Batteries and Renewables Mix 43:57 Nuclear and Grid Stability 44:51 Real World Lead Times Strategy 47:26 Cooling Knowhow and Market Hype 48:48 Building Under Extreme Pressure 50:36 AI as the New Enlightenment 54:23 Fusion and the Energy Endgame As always - please share

Daniel Koss

99,568 просмотров • 2 месяцев назад

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back
2:42:55

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back

The DarkHorse Podcast

88,815 просмотров • 4 месяцев назад

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesn’t Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Can’t Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes
1:58:21

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesn’t Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Can’t Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes

MR SHIFT 🦁

325,871 просмотров • 11 месяцев назад

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions
1:59:51

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions

Farzad 🇺🇸 🇮🇷

2,033,135 просмотров • 2 лет назад

🎙️Architecting the Monetary Endgame Ep. 97 with allen farrington My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure. ► If you got value, please like, comment, share, follow and support my work. Thank you! 00:00 - Coming Up 01:12 - Introduction to Allen 03:20 - Discovering Bitcoin & Career Trajectory 12:03 - Ad Break - Trezor & BitVault 15:22 - Investment Philosophy & Lightning as Inspiration 17:52 - Company and Investment Selection for Axiom VC 30:12 - Stablecoins & Regulations 37:32 - Why Most Stablecoin Systems Fail At Scale? 44:50 - The Importance of Stablecoin Issuers 51:16 - Stablecoins on Lightning & Taproot Assets: A New Approach 1:01:23 - The Future of Digital Money: E-Cash 1:05:47 - Steps to Migrate From Fiat To Bitcoin 1:10:28 - Companies to Watch in the Bitcoin & Lightning Space 1:16:43 - Allen Loves What He Does & Why He Does It >>
1:24:35

🎙️Architecting the Monetary Endgame Ep. 97 with allen farrington My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure. ► If you got value, please like, comment, share, follow and support my work. Thank you! 00:00 - Coming Up 01:12 - Introduction to Allen 03:20 - Discovering Bitcoin & Career Trajectory 12:03 - Ad Break - Trezor & BitVault 15:22 - Investment Philosophy & Lightning as Inspiration 17:52 - Company and Investment Selection for Axiom VC 30:12 - Stablecoins & Regulations 37:32 - Why Most Stablecoin Systems Fail At Scale? 44:50 - The Importance of Stablecoin Issuers 51:16 - Stablecoins on Lightning & Taproot Assets: A New Approach 1:01:23 - The Future of Digital Money: E-Cash 1:05:47 - Steps to Migrate From Fiat To Bitcoin 1:10:28 - Companies to Watch in the Bitcoin & Lightning Space 1:16:43 - Allen Loves What He Does & Why He Does It >>

Efrat Fenigson

75,862 просмотров • 10 месяцев назад

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption
1:15:35

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption

Bitcoin For Corporations

17,702 просмотров • 5 месяцев назад

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months
1:12:36

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,102 просмотров • 10 месяцев назад

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts
55:26

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 просмотров • 10 месяцев назад