Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

My top choice for trading tools ↓ → S-Tier (Professional Edge) • Nansen 🧭 – smart money tracking, wallet labels, best-in-class onchain intelligence • Arkham – free Nansen alternative that's good enough for 90%+ of traders • glassnode – unbeatable Bitcoin/Ethereum onchain metrics, institutional standard → A-Tier (Essentials) •...

stacy_muur's profile picture

Stacy Muur

77,640 subscribers

39,752 Aufrufe • vor 6 Monaten •via X (Twitter)

Wissenschaft & TechnologieFinanzen
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Dune analytics MCP.. Claude becomes your on chain SQL analyst.. No dashboard has every query you'll ever need. dune does but writing SQL is a skill, and most of you would skip it.. i know this MCP fixes that. Claude writes the query, runs it on dune, and explains what the data actually means. with this MCP wired in, you don't need to know SQL. you describe what you want in plain english and Claude does the rest. like "Claude, which wallets bought $RAVE in last few weeks and still hold?" "Claude, show me the top 50 ETH wallets by stablecoin inflows last 7 days." "Claude, what's the median gas paid by ARB users in the last 24h?" Questions no dashboard can answer. one prompt away.. Setup (3 minutes) ▫️Step 1: grab a free dune API key → ▫️Step 2: add this to ~/.claude/settings.json or .mcp.json: { "mcpServers": { "dune": { "command": "npx", "args": ["-y", "dune-analytics-mcp"], "env": { "DUNE_API_KEY": "your-key-here" } } } } ▫️Step 3: restart claude. you'll see the dune tool load in your tool menu. that's it. you now have onchain SQL on tap. How to actually use it: 3 prompts i use: 1) Smart money watchlist: "claude, pull the top 20 wallets by realized pnl on $TOKEN in the last 30 days. show me which ones are still holding." gives you a clean leaderboard of who's actually winning on that token. add them to your etherscan watchlist. 2) accumulation vs distribution "claude, compare net inflows vs outflows for $TOKEN across all CEX wallets in the last 14 days." if whales are moving off exchanges → accumulation. onto exchanges → distribution. you see the rotation before the candle. 3) narrative heat check "claude, which 10 tokens saw the biggest % increase in unique new holders this week?" finds where fresh money is flowing. before this MCP i'd either, pay for a pro dune account + write queries manually, or look at someone else's dashboard and hope it answers my question… now claude writes it for me, in seconds, custom to my thesis. no dashboard in existence beats that. free tier covers most of what you need. upgrade if you're querying heavy. ( built a quick $RAVE post mortem dashboard using a prompt as shown in the video ) MORE SUCH USEFUL MCP for traders below.. 👇
0:19

Dune analytics MCP.. Claude becomes your on chain SQL analyst.. No dashboard has every query you'll ever need. dune does but writing SQL is a skill, and most of you would skip it.. i know this MCP fixes that. Claude writes the query, runs it on dune, and explains what the data actually means. with this MCP wired in, you don't need to know SQL. you describe what you want in plain english and Claude does the rest. like "Claude, which wallets bought $RAVE in last few weeks and still hold?" "Claude, show me the top 50 ETH wallets by stablecoin inflows last 7 days." "Claude, what's the median gas paid by ARB users in the last 24h?" Questions no dashboard can answer. one prompt away.. Setup (3 minutes) ▫️Step 1: grab a free dune API key → ▫️Step 2: add this to ~/.claude/settings.json or .mcp.json: { "mcpServers": { "dune": { "command": "npx", "args": ["-y", "dune-analytics-mcp"], "env": { "DUNE_API_KEY": "your-key-here" } } } } ▫️Step 3: restart claude. you'll see the dune tool load in your tool menu. that's it. you now have onchain SQL on tap. How to actually use it: 3 prompts i use: 1) Smart money watchlist: "claude, pull the top 20 wallets by realized pnl on $TOKEN in the last 30 days. show me which ones are still holding." gives you a clean leaderboard of who's actually winning on that token. add them to your etherscan watchlist. 2) accumulation vs distribution "claude, compare net inflows vs outflows for $TOKEN across all CEX wallets in the last 14 days." if whales are moving off exchanges → accumulation. onto exchanges → distribution. you see the rotation before the candle. 3) narrative heat check "claude, which 10 tokens saw the biggest % increase in unique new holders this week?" finds where fresh money is flowing. before this MCP i'd either, pay for a pro dune account + write queries manually, or look at someone else's dashboard and hope it answers my question… now claude writes it for me, in seconds, custom to my thesis. no dashboard in existence beats that. free tier covers most of what you need. upgrade if you're querying heavy. ( built a quick $RAVE post mortem dashboard using a prompt as shown in the video ) MORE SUCH USEFUL MCP for traders below.. 👇

Axel Bitblaze 🪓

32,016 Aufrufe • vor 4 Monaten

Retail still treats meme coins like scratch-offs. But the edge isn’t guessing—it’s pattern recognition. I’ve been using to watch smart wallet flows + early conviction signals. The data is clean, the logic is sound. If you trade memes, this might save you hours👇 Most “wallet tracking” tools drown you in noise. filters for wallets with proven PnL + high hit rates. For each meme: ➡️Who bought ➡️Avg buy price ➡️Position status (still holding or sold out) ➡️Volume + market cap ➡️➡️Even holder counts This alone already gives more clarity than 90% of meme calls. --- Then there are high-conviction signals: Memes that pass the internal weighting model get pushed to the top panel. Weighting = wallet profitability + momentum metrics + listing events (e.g. Moonshot / Binance Alpha). Not every meme shows up. When it does, it’s valid for 24 hours. Minimal noise. Max signal density. --- Small UX detail I like: If price drops below smart wallet Avg Buy, the BUY button glows. It’s an elegant way to surface discounted entries. If wallets exit entirely? The signal will not be activated. No emotion, just logic. --- Each token tracks its historical top X since signal. $RICH hit 37X after being listed. This isn’t a shill. It’s a breadcrumb trail. doesn’t promise pumps. It shows you what wallets with better info did—and when. Execution is seamless. Connect wallet, hit BUY, done. No token approval traps. No random swap UX. And if you're not at your desk, Telegram signal bot works too: --- 📍 100x.meme | 100x squad If you’re trading memes without wallet-based context, you’re guessing. And in this market, guessing is expensive. I don’t recommend often. But this one’s worth watching.
0:10

Retail still treats meme coins like scratch-offs. But the edge isn’t guessing—it’s pattern recognition. I’ve been using to watch smart wallet flows + early conviction signals. The data is clean, the logic is sound. If you trade memes, this might save you hours👇 Most “wallet tracking” tools drown you in noise. filters for wallets with proven PnL + high hit rates. For each meme: ➡️Who bought ➡️Avg buy price ➡️Position status (still holding or sold out) ➡️Volume + market cap ➡️➡️Even holder counts This alone already gives more clarity than 90% of meme calls. --- Then there are high-conviction signals: Memes that pass the internal weighting model get pushed to the top panel. Weighting = wallet profitability + momentum metrics + listing events (e.g. Moonshot / Binance Alpha). Not every meme shows up. When it does, it’s valid for 24 hours. Minimal noise. Max signal density. --- Small UX detail I like: If price drops below smart wallet Avg Buy, the BUY button glows. It’s an elegant way to surface discounted entries. If wallets exit entirely? The signal will not be activated. No emotion, just logic. --- Each token tracks its historical top X since signal. $RICH hit 37X after being listed. This isn’t a shill. It’s a breadcrumb trail. doesn’t promise pumps. It shows you what wallets with better info did—and when. Execution is seamless. Connect wallet, hit BUY, done. No token approval traps. No random swap UX. And if you're not at your desk, Telegram signal bot works too: --- 📍 100x.meme | 100x squad If you’re trading memes without wallet-based context, you’re guessing. And in this market, guessing is expensive. I don’t recommend often. But this one’s worth watching.

Majime Tanaka 🏯

33,050 Aufrufe • vor 1 Jahr

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
0:14

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Valentin

17,124 Aufrufe • vor 3 Monaten

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
0:14

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Aleiah

77,397 Aufrufe • vor 7 Monaten

Prediction Market is one of the leading Web3 niches in 2024! With about $4 Billion in trading volume, $192 Million in TVL and millions of users in 2024, prediction protocols have been showing tremendous growth and attracting user adoption in Web3. PolyMarket seems to be leading the pack, with over $175M in TVL, and backing from Vitalik Buterin. However, a majority of Prediction Markets, including PolyMarket, currently lacks the flexibility and capital efficiency required for seamless transactions. Also, they are all majorly focused on driving Web2 users thus neglecting the need for markets that cater for short-term, high-risk investments from Web3 Degens. To tackle these flaws, there's a need for a revolutionary contender that understands the need of Web3 Chads That's where Predict Hub comes in PredictHub is a prediction Market that transforms real world events into opportunities for everyone to participate and forecast. Launching on Arbitrum, PredictHub is already catching the attention of major players in the Space by offering something PolyMarket and others don't - Flexibility and Incentives. By offering fast market updates and innovative prediction category like ETF Forecasts, PredictHub is changing how we interact with Prediction Markets. But then, here's where it gets more interesting; PredictHub offer users a unique point system, where you don't just make predictions, you also earn rewards. The more you Predict, the more you earn. These rewards are 2-fold: Nova and Orbit Points. Nova Points are earned by traders based on their trading activity and their leaderboard ranking. Orbit Points, on the other hand, are earned by users who provide liquidity, based on their LP size and duration. Other Point systems include PolyMarket User Points, Leaderboard Bonus and Market Multipliers. These rewards offer users more competitive edge than other prediction markets. Apart from these rewards, PredictHub features a unique 3-tier referral system, rewarding users with even more as you invite your friends. The more friends you bring, the greater the rewards. On top of these, PredictHub focuses on USDC and a wide-range of yield bearing assets like GLP, gUSDC, and sUSDe, enabling users to optimise their earning while holding assets across Networks. Exciting, right? PredictHub is in its Testnet phase and you can start earning Points Right away 🔅 Here's how to Get Started on PredictHub: 1. Go to 2. Request Faucet 3. Start making predictions and earning Points Easy-Peasy ✅ More Info can be gotten from Predict Hub All eyes are on PredictHub as the fix for the flaws of Prediction Market Protocols. With its unique approach targeting untapped niches that most existing prediction markets have yet to explore, I believe the Protocol has the potential to become a breakout success I will be placing good Predictions to Position 🚀🚀🚀
0:11

Prediction Market is one of the leading Web3 niches in 2024! With about $4 Billion in trading volume, $192 Million in TVL and millions of users in 2024, prediction protocols have been showing tremendous growth and attracting user adoption in Web3. PolyMarket seems to be leading the pack, with over $175M in TVL, and backing from Vitalik Buterin. However, a majority of Prediction Markets, including PolyMarket, currently lacks the flexibility and capital efficiency required for seamless transactions. Also, they are all majorly focused on driving Web2 users thus neglecting the need for markets that cater for short-term, high-risk investments from Web3 Degens. To tackle these flaws, there's a need for a revolutionary contender that understands the need of Web3 Chads That's where Predict Hub comes in PredictHub is a prediction Market that transforms real world events into opportunities for everyone to participate and forecast. Launching on Arbitrum, PredictHub is already catching the attention of major players in the Space by offering something PolyMarket and others don't - Flexibility and Incentives. By offering fast market updates and innovative prediction category like ETF Forecasts, PredictHub is changing how we interact with Prediction Markets. But then, here's where it gets more interesting; PredictHub offer users a unique point system, where you don't just make predictions, you also earn rewards. The more you Predict, the more you earn. These rewards are 2-fold: Nova and Orbit Points. Nova Points are earned by traders based on their trading activity and their leaderboard ranking. Orbit Points, on the other hand, are earned by users who provide liquidity, based on their LP size and duration. Other Point systems include PolyMarket User Points, Leaderboard Bonus and Market Multipliers. These rewards offer users more competitive edge than other prediction markets. Apart from these rewards, PredictHub features a unique 3-tier referral system, rewarding users with even more as you invite your friends. The more friends you bring, the greater the rewards. On top of these, PredictHub focuses on USDC and a wide-range of yield bearing assets like GLP, gUSDC, and sUSDe, enabling users to optimise their earning while holding assets across Networks. Exciting, right? PredictHub is in its Testnet phase and you can start earning Points Right away 🔅 Here's how to Get Started on PredictHub: 1. Go to 2. Request Faucet 3. Start making predictions and earning Points Easy-Peasy ✅ More Info can be gotten from Predict Hub All eyes are on PredictHub as the fix for the flaws of Prediction Market Protocols. With its unique approach targeting untapped niches that most existing prediction markets have yet to explore, I believe the Protocol has the potential to become a breakout success I will be placing good Predictions to Position 🚀🚀🚀

InfoSpace OG

19,674 Aufrufe • vor 1 Jahr

Phase 2 is now complete ✅ Sei v2 mainnet beta is officially here and It’s the most performant EVM blockchain ever built. The future starts here, read more about the Sei vision and the journey ahead here: One thing is clear since the recent launch of the first parallelized EVM: deployments and on-chain activity are up and to the right. Looking ahead, the Foundation’s focus will truly be on builders; we invite developers and innovators to join us on this journey. If you are an EVM builder, you are a Sei v2 builder. To get started, check out the recently revamped Sei docs here: Explore some of the teams and projects that are live and building on Sei v2 👇 DeFi 🏦 🚜 Liquid staking with Silo 👂 Borrow and Lending with Yei Finance 🐉 Exchange ERC20 & CW20 tokens with DRAGONDEX ツ Create & trade memes on Sei with no coding experience with ツmeme.trade (🟩,🟩) 🗿 Orderbook like DEX with Bancor & Carbon DeFi 🪼 Provide liquidity and trade a diverse range of assets with jellyverse 🦄 Bridge, trade, and deploy positions on Uniswap v3 contracts through Oku Trade 🐼 🎰 Explore prediction markets, sports books and PvH games with @gamblino_app 🌬️ Gain early access to projects on Sei and launch tokens without the need of any developer experience with TAILWIND LABS 🟩 Cross-chain aggregator, enabling seamless swaps with on-chain providers with Rubic 🌟 Decentralized trading with AMM swaps, limit orders, and perpetual swaps with XEI 🍲 Options and fixed lending strategies with MYSO 🪸 Aggregate swaps for optimized rates with OpenOcean Token ✨ Participate in AI-powered prediction markets and trend analysis with PredX | Staked Media ⚡️ Launch, trade, and explore new tokens with @seiyandotfun NFTs 🎨 🌊 Leverage rapid finality and high throughput for NFTs with OpenSea 🟠 Buy, Sell, and trade your favorite NFTs on Sei with Pallet Exchange | The Sei Marketplace 🕺 Utilize tools and standards for easy NFT creation, management, and distribution, all via Lighthouse by WeBump Bridges 🌁 ⭐ Explore seamless interoperability and efficient cross-chain transactions with Stargate 🐙 Bridge from the wider EVM ecosystem with Symbiosis 0️⃣ Deploy applications on Sei v2 with LayerZero Labs 🦑 Swap tokens and access apps across EVM and Cosmos with squid in just one click 🌉 Bridge ETH from EVM chains to save on gas fees while exploring Sei's ecosystem with Merkly Wallets 👛 🔐 Stay secure with encrypted chats, track NFT drops, connect with DeFi communities, and share your insights— all with @SeiChats 💸 Manage assets with decentralized custody using Protofire | Onchain Engineering, a multi-sig wallet utilizing Gnosis Safe 🐰 Ensure safe and seamless EVM interactions with the open-source Rabby Wallet Wallet 🧑‍💻 Unlock with Face ID/fingerprint and enjoy auto-token/NFT indexing with @Seif_Wallet 🧭 Connect to both EVM & Wasm based apps with Compass Wallet | Sunset on 28th May 🪄 Seamlessly onboard users and empower ecosystem developers with Magic Labs 🔓 Utilize a comprehensive MPC wallet platform and web3 gateway with FORDEFI Analytics & Data 🤓 🏦 Track and analyze your tokens, NFTs, and assets with DeBank 🔮 Access 500+ real-time feeds and on-chain randomness with Pyth Entropy on Sei v2 with Pyth Network 🔮 🏗️ Enjoy fast & reliable data for your Sei dapps. Build subgraphs with The Graph in Subgraph Studio 👣 Track the Sei blockchain with the comprehensive explorer from Seitrace 💧 Access NFT data, create and fill NFT orders, and build trading into your app with Reservoir 📊 Access on-chain data and learn through the Sei Academy with Flipside 📈🤖 💜 Get a high-level view of key metrics with the Sei ecosystem page by 👉 follow @Artemis 💪 Ensure proactive security and risk prevention with HypernativeLabs 🌟 Sei Creator Fund to support v2 growth with Gitcoin Charts for Sei V2 ​💹 🎯 Defined 🦅 DEX Screener 🦎 GeckoTerminal ⛓️ Chainspect This is just the beginning for Sei v2. With new teams joining daily, we're parallelizing the future. Stay tuned as we push the boundaries of innovation and fulfill the Sei vision of scaling the EVM 🔴💨
0:11

Phase 2 is now complete ✅ Sei v2 mainnet beta is officially here and It’s the most performant EVM blockchain ever built. The future starts here, read more about the Sei vision and the journey ahead here: One thing is clear since the recent launch of the first parallelized EVM: deployments and on-chain activity are up and to the right. Looking ahead, the Foundation’s focus will truly be on builders; we invite developers and innovators to join us on this journey. If you are an EVM builder, you are a Sei v2 builder. To get started, check out the recently revamped Sei docs here: Explore some of the teams and projects that are live and building on Sei v2 👇 DeFi 🏦 🚜 Liquid staking with Silo 👂 Borrow and Lending with Yei Finance 🐉 Exchange ERC20 & CW20 tokens with DRAGONDEX ツ Create & trade memes on Sei with no coding experience with ツmeme.trade (🟩,🟩) 🗿 Orderbook like DEX with Bancor & Carbon DeFi 🪼 Provide liquidity and trade a diverse range of assets with jellyverse 🦄 Bridge, trade, and deploy positions on Uniswap v3 contracts through Oku Trade 🐼 🎰 Explore prediction markets, sports books and PvH games with @gamblino_app 🌬️ Gain early access to projects on Sei and launch tokens without the need of any developer experience with TAILWIND LABS 🟩 Cross-chain aggregator, enabling seamless swaps with on-chain providers with Rubic 🌟 Decentralized trading with AMM swaps, limit orders, and perpetual swaps with XEI 🍲 Options and fixed lending strategies with MYSO 🪸 Aggregate swaps for optimized rates with OpenOcean Token ✨ Participate in AI-powered prediction markets and trend analysis with PredX | Staked Media ⚡️ Launch, trade, and explore new tokens with @seiyandotfun NFTs 🎨 🌊 Leverage rapid finality and high throughput for NFTs with OpenSea 🟠 Buy, Sell, and trade your favorite NFTs on Sei with Pallet Exchange | The Sei Marketplace 🕺 Utilize tools and standards for easy NFT creation, management, and distribution, all via Lighthouse by WeBump Bridges 🌁 ⭐ Explore seamless interoperability and efficient cross-chain transactions with Stargate 🐙 Bridge from the wider EVM ecosystem with Symbiosis 0️⃣ Deploy applications on Sei v2 with LayerZero Labs 🦑 Swap tokens and access apps across EVM and Cosmos with squid in just one click 🌉 Bridge ETH from EVM chains to save on gas fees while exploring Sei's ecosystem with Merkly Wallets 👛 🔐 Stay secure with encrypted chats, track NFT drops, connect with DeFi communities, and share your insights— all with @SeiChats 💸 Manage assets with decentralized custody using Protofire | Onchain Engineering, a multi-sig wallet utilizing Gnosis Safe 🐰 Ensure safe and seamless EVM interactions with the open-source Rabby Wallet Wallet 🧑‍💻 Unlock with Face ID/fingerprint and enjoy auto-token/NFT indexing with @Seif_Wallet 🧭 Connect to both EVM & Wasm based apps with Compass Wallet | Sunset on 28th May 🪄 Seamlessly onboard users and empower ecosystem developers with Magic Labs 🔓 Utilize a comprehensive MPC wallet platform and web3 gateway with FORDEFI Analytics & Data 🤓 🏦 Track and analyze your tokens, NFTs, and assets with DeBank 🔮 Access 500+ real-time feeds and on-chain randomness with Pyth Entropy on Sei v2 with Pyth Network 🔮 🏗️ Enjoy fast & reliable data for your Sei dapps. Build subgraphs with The Graph in Subgraph Studio 👣 Track the Sei blockchain with the comprehensive explorer from Seitrace 💧 Access NFT data, create and fill NFT orders, and build trading into your app with Reservoir 📊 Access on-chain data and learn through the Sei Academy with Flipside 📈🤖 💜 Get a high-level view of key metrics with the Sei ecosystem page by 👉 follow @Artemis 💪 Ensure proactive security and risk prevention with HypernativeLabs 🌟 Sei Creator Fund to support v2 growth with Gitcoin Charts for Sei V2 ​💹 🎯 Defined 🦅 DEX Screener 🦎 GeckoTerminal ⛓️ Chainspect This is just the beginning for Sei v2. With new teams joining daily, we're parallelizing the future. Stay tuned as we push the boundaries of innovation and fulfill the Sei vision of scaling the EVM 🔴💨

Sei

186,756 Aufrufe • vor 2 Jahren

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 Aufrufe • vor 1 Monat

Universities and High Schools have not moved rapidly enough to guide students to have skills for the next decade. THEY HAVE FAILED. It is a massive crisis that can be averted by understanding what AI and Robotics will bring about. Solutions are knowing how to use these tools and new industries that will rise. But this situation is also on ALL OF US. No “job” is safe from founder to entry level in most industries. You and I, by what we do, will be “replaced” ultimately. What to do? AI and Robotics are tools, the next decade is owned by those who know how to use them expertly, but this is also temporary. We have to understand that what we do for “work” will change giving ultimately a greater value to those that are: Creative Flexible Always learning Willing to be wrong Love being human Love being alive Know history Covet wisdom Knowing all tech has downsides Building strong family and friends Realize many institutions have failed The first four are required for you to be able to live through this period with your sanity intact. The rest will allow you to thrive. There are no true careers at this point anymore. There are advocation and vocations which will either earn you money or give life meaning. We will learn that we are not “what we do”, just like we knew for 99% of human existence. Let that sink in. — You and I are far, far ahead of knowing this and we can do two things: 1) Laugh at the “clueless” 2) Help people understand with grace Go to Reddit if you are 1, in fact don’t follow me because you will not like this next decade and what I post. You are 2 and thank you. Even if you and I have not solved this issue, we can help people understand what is ahead and with determination and creativity bound together to solve it locally. Or human family has done this millions of times. The evidence is: you are here. The Neo Luddite movement has not even begun and it will potentially rip apart society even more than all the fashionable moment in the recent past has. These Luddites will have a good point with the wrong answers cooked up by dying academics that cling to labels, “virtues” and victim hood. It will be readymade for some governments to enter in as “big daddy” to “help us”. You will not like what they do, but you will only know when it is too late. It will include YOU “volunteering” to “leave” by 60, to “help out” CanadaPod style. “Brian, I’m 24 what do I do?”. I hope to do much more here to help. But I do know this: 1) Learn a trade or vocation because it’s valuable. It may also be free to low cost if you do it right. 2) Learn everything you can about USING AI and TRAINING YOUR AI. Your expertise will be in the top 1% for a decade. But not forever. 3) Understand Bitcoin and how it will rise while other things sink. This is a short list for now. We will know more moving forward. When you see videos like this posted below, know one thing: Many of these folks had no real family of mental and physical support. Maybe no parent or one parent. Maybe only a broke system to prepare them for—nothing. This was not their doing. Now it is not your “job” to help them, it is your survival to help them if that is what you need. See some day after the dust settles these 20 year olds will be 40 year olds and running YOUR world. And at some point you may need them more than you think you do. You will need them, as they need you now. THIS IS WHAT PAST WISDOM KNEW. The elders of the past never found the need to piss on the youth and hope for the best. THE YOUTH ARE OUR BEST, let us all find ways to change it, even if every aspect of “the system” wants us to berate them into the ground.
0:17

Universities and High Schools have not moved rapidly enough to guide students to have skills for the next decade. THEY HAVE FAILED. It is a massive crisis that can be averted by understanding what AI and Robotics will bring about. Solutions are knowing how to use these tools and new industries that will rise. But this situation is also on ALL OF US. No “job” is safe from founder to entry level in most industries. You and I, by what we do, will be “replaced” ultimately. What to do? AI and Robotics are tools, the next decade is owned by those who know how to use them expertly, but this is also temporary. We have to understand that what we do for “work” will change giving ultimately a greater value to those that are: Creative Flexible Always learning Willing to be wrong Love being human Love being alive Know history Covet wisdom Knowing all tech has downsides Building strong family and friends Realize many institutions have failed The first four are required for you to be able to live through this period with your sanity intact. The rest will allow you to thrive. There are no true careers at this point anymore. There are advocation and vocations which will either earn you money or give life meaning. We will learn that we are not “what we do”, just like we knew for 99% of human existence. Let that sink in. — You and I are far, far ahead of knowing this and we can do two things: 1) Laugh at the “clueless” 2) Help people understand with grace Go to Reddit if you are 1, in fact don’t follow me because you will not like this next decade and what I post. You are 2 and thank you. Even if you and I have not solved this issue, we can help people understand what is ahead and with determination and creativity bound together to solve it locally. Or human family has done this millions of times. The evidence is: you are here. The Neo Luddite movement has not even begun and it will potentially rip apart society even more than all the fashionable moment in the recent past has. These Luddites will have a good point with the wrong answers cooked up by dying academics that cling to labels, “virtues” and victim hood. It will be readymade for some governments to enter in as “big daddy” to “help us”. You will not like what they do, but you will only know when it is too late. It will include YOU “volunteering” to “leave” by 60, to “help out” CanadaPod style. “Brian, I’m 24 what do I do?”. I hope to do much more here to help. But I do know this: 1) Learn a trade or vocation because it’s valuable. It may also be free to low cost if you do it right. 2) Learn everything you can about USING AI and TRAINING YOUR AI. Your expertise will be in the top 1% for a decade. But not forever. 3) Understand Bitcoin and how it will rise while other things sink. This is a short list for now. We will know more moving forward. When you see videos like this posted below, know one thing: Many of these folks had no real family of mental and physical support. Maybe no parent or one parent. Maybe only a broke system to prepare them for—nothing. This was not their doing. Now it is not your “job” to help them, it is your survival to help them if that is what you need. See some day after the dust settles these 20 year olds will be 40 year olds and running YOUR world. And at some point you may need them more than you think you do. You will need them, as they need you now. THIS IS WHAT PAST WISDOM KNEW. The elders of the past never found the need to piss on the youth and hope for the best. THE YOUTH ARE OUR BEST, let us all find ways to change it, even if every aspect of “the system” wants us to berate them into the ground.

Brian Roemmele

37,681 Aufrufe • vor 1 Jahr

Paradis Macro Report [July 8]: US & Iran | AI Trade | Macro Data | Hedges | Catalysts The US/Iran ceasefire has collapsed... Overnight, the US struck >80 Iranian targets e.g. air defences, coastal radar and small boats in response to Iranian attacks on three ships in the Strait of Hormuz, incl. an LNG carrier from Qatar. With Trump saying “it’s just a waste of time dealing with them.” at the NATO summit today. Trump has threatened more strikes tonight, while the Treasury has revoked its waiver on Iranian crude sales. As expected, Brent and WTI crude oil rose today due to 1/5 oil volumes passing via Hormuz. For now, this is a “wait and see what happens” situation rather than actively trading the news. It's all very volatile, as seen with semis names recently w/ ~$2.8T of market cap being wiped out across the ecosystem at the end of June alone. We all know that semis have been selling off aggressively for the past couple of weeks, which hasn't been helped by the broader macro landscape with the war. In my view, it's definitely a risk-off market for the time being with the hyperscaler earnings at the end of July being the next critical catalyst. Maybe good timing to get all this war nonsense out the way beforehand? Korea is certainly the epicenter of the issue here with KOSPI being down over 20% in just over two weeks. Samsung put up staggering earnings earlier in the week where they became the most profitable company globally ahead of the likes of $NVDA. But the stock has sold off over 12% since.... Clearly, nothing is fundamentally wrong with Samsung. They're booming. So when a historic earnings gets sold, that's most likely a combination of de-leveraging / profit taking. Well, tbh, it doesn't really matter what the issue is, fundamentally they're strong and will continue to be strong. Then shifting back to the US, you'll hopefully remember the rates backdrop that we're currently in from my previous reports. Ultimately, the Fed held rates at 3.50-3.75% in June but there's a hawkish undertone with 9/18 participants projecting at least one hike in 2026. Today's FOMC minutes highlighted that the committee is split roughly 50/50, with a few officials seeing a case for a hike. The 10 Year Treasury Yield is currently at 4.571% at the time of writing this. And while the shocking June payrolls miss (just 57k jobs vs 115k expected) knocked Sep'26 hike odds from about 2/3 to roughly 1/2, oil's spike now revives the inflation case. Meaning that every high beta/multiple growth stock lots of us are invested in are caught between a hawkish Fed and a rising oil price. And looking at other data points such as: - VIX at 16.8 - High yield spreads at circa 2.75% - Gold falling nearly 1% Shows that the geopolitical premium that was build since ~Feb has already unwound significantly. In simple terms: we're in a valuation correction environment (as we know) in crowded AI names w/ a war premium bolted on top. Evidenced by the ongoing rotation into sectors like energy, defensives and large caps - away from smaller cap names such as those upstream AI supply chain bottlenecks. In terms of near-term events: - SK Hynix Nasdaq ADR (10 July) - June CPI (14 July) - $TSM earnings (16 July) So to summarise: I'm viewing the current macro picture as a 3 layered cake: 1. Geopolitical shock with US/Iran 2. AI positioning unwinds/deleveraging 3. Hawkish Fed rates environment And in terms of key data points to watch for: 1. VIX spiking above ~22 = more market turbulence 2. High-yield spreads through 3.25% 3. Brent beyond $90 All would mean something worse is going on rather than just a sector rotation that we're in now. Which I view as short term since AI fundamentals will superceed any short term noice. Until then, (NFA) hedges are cheap e.g. energy, defensives which are working right now. Also defensive tech as I like to call it i.e. software.
0:16

Paradis Macro Report [July 8]: US & Iran | AI Trade | Macro Data | Hedges | Catalysts The US/Iran ceasefire has collapsed... Overnight, the US struck >80 Iranian targets e.g. air defences, coastal radar and small boats in response to Iranian attacks on three ships in the Strait of Hormuz, incl. an LNG carrier from Qatar. With Trump saying “it’s just a waste of time dealing with them.” at the NATO summit today. Trump has threatened more strikes tonight, while the Treasury has revoked its waiver on Iranian crude sales. As expected, Brent and WTI crude oil rose today due to 1/5 oil volumes passing via Hormuz. For now, this is a “wait and see what happens” situation rather than actively trading the news. It's all very volatile, as seen with semis names recently w/ ~$2.8T of market cap being wiped out across the ecosystem at the end of June alone. We all know that semis have been selling off aggressively for the past couple of weeks, which hasn't been helped by the broader macro landscape with the war. In my view, it's definitely a risk-off market for the time being with the hyperscaler earnings at the end of July being the next critical catalyst. Maybe good timing to get all this war nonsense out the way beforehand? Korea is certainly the epicenter of the issue here with KOSPI being down over 20% in just over two weeks. Samsung put up staggering earnings earlier in the week where they became the most profitable company globally ahead of the likes of $NVDA. But the stock has sold off over 12% since.... Clearly, nothing is fundamentally wrong with Samsung. They're booming. So when a historic earnings gets sold, that's most likely a combination of de-leveraging / profit taking. Well, tbh, it doesn't really matter what the issue is, fundamentally they're strong and will continue to be strong. Then shifting back to the US, you'll hopefully remember the rates backdrop that we're currently in from my previous reports. Ultimately, the Fed held rates at 3.50-3.75% in June but there's a hawkish undertone with 9/18 participants projecting at least one hike in 2026. Today's FOMC minutes highlighted that the committee is split roughly 50/50, with a few officials seeing a case for a hike. The 10 Year Treasury Yield is currently at 4.571% at the time of writing this. And while the shocking June payrolls miss (just 57k jobs vs 115k expected) knocked Sep'26 hike odds from about 2/3 to roughly 1/2, oil's spike now revives the inflation case. Meaning that every high beta/multiple growth stock lots of us are invested in are caught between a hawkish Fed and a rising oil price. And looking at other data points such as: - VIX at 16.8 - High yield spreads at circa 2.75% - Gold falling nearly 1% Shows that the geopolitical premium that was build since ~Feb has already unwound significantly. In simple terms: we're in a valuation correction environment (as we know) in crowded AI names w/ a war premium bolted on top. Evidenced by the ongoing rotation into sectors like energy, defensives and large caps - away from smaller cap names such as those upstream AI supply chain bottlenecks. In terms of near-term events: - SK Hynix Nasdaq ADR (10 July) - June CPI (14 July) - $TSM earnings (16 July) So to summarise: I'm viewing the current macro picture as a 3 layered cake: 1. Geopolitical shock with US/Iran 2. AI positioning unwinds/deleveraging 3. Hawkish Fed rates environment And in terms of key data points to watch for: 1. VIX spiking above ~22 = more market turbulence 2. High-yield spreads through 3.25% 3. Brent beyond $90 All would mean something worse is going on rather than just a sector rotation that we're in now. Which I view as short term since AI fundamentals will superceed any short term noice. Until then, (NFA) hedges are cheap e.g. energy, defensives which are working right now. Also defensive tech as I like to call it i.e. software.

Paradis Labs

48,070 Aufrufe • vor 1 Monat

As we prepare to launch several projects, we're eager to provide a general update to our community. We are steadily approaching our end goal, thanks to the daily progress we're making toward our vision. Achieving our objectives will bring about a significant transformation in cross-chain interoperability and the flow of liquidity within protocols. This will address crucial challenges and drive mass adoption. Our future-focused approach and effective team collaboration keep us moving forward in an organized manner. Let’s delve deeper into the state of development of our current products and upcoming projects. Tao Bridge Starting with the Tao Bridge, which enables the #Bittensor community to unlock DeFi opportunities with their $TAO via a highly efficient blockchain like #MultiversX, known for its security, speed, and affordability. We deeply admire #Bittensor and believe a project like that is crucial for the future of not just the crypto space but also humanity, as it addresses the major challenges AI faces today: centralization, siloed and isolated work, which pose risks and hinder the technology's potential. We are committed to the vision of subnets and dynamic $TAO, convinced that this ecosystem is as groundbreaking as #Ethereum or #Bitcoin. We will continue to support #Bittensor wherever possible, and our bridge will also expand to other chains with Hatom V2. The TAO Bridge, deployed on and accessible through will launch on the Mainnet in 14 days, on March 27th. You can follow the countdown on the lending page at Given that our main priorities are security and stability, this period will be primarily focused on quality assurance to ensure a flawless Mainnet launch. The launch will also introduce TAO Liquid Staking at along with the integration of both $wTAO and $swTAO on the lending page. This allows #Bittensor users to leverage liquid stake, employ short or long strategies, among other DeFi strategies, or simply access stablecoin liquidity while maintaining exposure to their $TAO. Up to $1M will be distributed as additional incentives on top of the supply APYs at the launch of the $wTAO and $swTAO money markets, with $200K allocated for the first month specifically for bootstrapping. Initially, 70% of rewards will go to liquidity providers, and 30% to those using $HTM to boost their lending positions. This changes to a 50-50 split in the second month, and by the third month, all incentives are directed through the Booster. This approach encourages early participation and sustained engagement with $HTM. Introducing $TAO to #MultiversX will result in the creation of Liquidity Pools (LPs) on both AshSwap 🔥 and xExchange ⚡. These LPs will be incentivized by both entities, and Hatom will distribute extra rewards at launch. The goal is to make #MultiversX a one-stop hub for $TAO holders. Upon stabilizing the volumes, there will also be plans to integrate it on AshPerp 🔥. Furthermore, with the release of $USH, users will have the ability to mint it while retaining exposure to their $TAO. The TAO Bridge and TAO Liquid Staking smart contracts have been audited by Runtime Vеrification and @arda_project, while penetration testing and DevSecOps have been performed on our infrastructure by CertiK. We're excited to announce our exclusive partnership with TAONEW one of the top 5 validators on #Bittensor. TAONEW has been extremely helpful and supportive from day one. By sharing 50% of its service fee with its stakers, TAONEW enables Hatom to offer an optimized Staking APY to its users. Since our initial reference, #Bittensor has grown sevenfold, becoming the largest AI project in the crypto sphere. We reiterate our commitment to contribute to such technology and hope to address some of its current DeFi challenges. Syfy Moving forward, today marks a significant milestone, not only for our decentralized protocols but also for our development companies, which currently stand as the sole and primary contributors to the Hatom Labs and Soul Labs. We’re excited to unveil Syfy, the evolved identity of Hatom Labs and Soul Labs, now serving as the parent entity for our burgeoning development companies. Organization is crucial for scalability, which is why Syfy was established to cultivate an environment where our teams can collaborate more seamlessly, enhancing our effectiveness and efficiency. At the same time, we remain committed to upholding the financial independence of each project, supported by its own community of funding contributors. Feel free to explore our website at for more information! Additionally, don't forget to follow Syfy and explore their Genesis article highlighted in their initial post: Booster V2 The Booster V2 will introduce a range of new features and opportunities for $HTM holders: Optimized Position Boosting: Previously, boosting was done individually for each money market, necessitating $HTM token distribution and periodic rebalancing due to price fluctuations. With Booster V2, the system now considers the overall position, eliminating the need for manual rebalancing. Gas Fee Reduction: Booster V2 implements optimizations that result in reduced gas fees, making transactions more cost-effective for users. Incorporation of Governance: Users staking $HTM tokens gain voting rights directly within the Booster, allowing them to participate in governance decisions while maintaining their staked positions. (Note: Only $HTM tokens are considered for governance; LP tokens are not included.) Enhanced Boosting Mechanism: The Booster V2 enables LP Tokens to boost positions within the Booster, leveraging trading fees from swaps and farm incentives while boosting lending positions. Smart Contract Completion: The Booster smart contract has been completed and audited by @arda_project, ensuring security and reliability. Frontend Implementation: The frontend design for Booster V2 has been successfully implemented, providing users with an intuitive interface. Collaboration with xExchange: Exploration is ongoing for collaboration with xExchange ⚡ to enable LP creation, farming, and meta-staking within the Booster. Upon finalization of testing, we will launch the Booster V2 on the devnet to gather community feedback and begin preparations for the mainnet release. Soul Before delving into Soul Labs's developments, it's essential to summarize its core functionality briefly: Soul Labs seamlessly connects different lending protocols and blockchains, facilitating lending and borrowing across platforms like Aave, Compound Labs, and Hatom Labs, consolidating liquidity and users' borrowing capabilities. Utilizing LayerZero Labs and other messaging layers for cross-chain communication, Soul Labs bypasses asset bridging or synthetics, unlocking novel DeFi strategies and solidifying its position as the ultimate solution for cross-lending dilemmas. Soul V1 will be permissionless, holding censorship-resistant features, incorporating multiple redundancy mechanisms, and providing support for various DApps. We're thrilled to announce that, following the launch of the Tao Bridge in 2-3 weeks, we will introduce the Soul Labs website. This platform has been meticulously crafted over 250 days to not only provide a comprehensive overview of our vision but also to offer an engaging and captivating experience that promises to be memorable. Regarding the app, significant progress has been made on the V1 protocol, including: Smart Contract Development and Testing: • Completion of the initial phase of smart contract development. • Conducting advanced testing to ensure the system's robustness. • Establishment of a fully functional proof of concept. Successful deployment and testing on the #Goerli (#Ethereum Testnet) and #Mumbai (#Polygon Testnet), leveraging LayerZero Labs for seamless operation. Feature Enhancement and Protocol Optimization: • Enhanced testing procedures to bolster system resilience. • Integration of advanced features and significant code refactoring for optimization. • Incorporation of various communication methods, including LayerZero Labs, Formerly Axelar, now at @axelar, Chainlink CCIP), and wormholecrypto, into Soul Labs framework, enhancing its resilience and flexibility. This allows Soul Labs to maintain operation through alternative protocols if the primary one is temporarily paused. Website Development and Documentation: • Nearing the completion of the v1 app, with final touches being applied. • The preparation of comprehensive V1 documentation and the Yellow Paper, available upon Soul Labs's public launch, offering detailed insights into the platform's infrastructure and capabilities. USH Recognizing the critical need for stable liquidity within the ecosystem, we have positioned ourselves at the forefront of providing a solution by introducing $USH, the first native, decentralized, and over-collateralized stablecoin on #MultiversX. As market conditions have improved, we have observed a growing demand for stablecoins in the ecosystem, evidenced by the utilization rate in the Lending Protocol spiking to over 90% several times in recent months. Therefore, our goal is to tackle the current challenges faced by users by creating a robust product that will not only help them hedge against market volatility but also open up better opportunities to trade the markets and generate yield. We're happy to unveil the $USH website, now live with a sleek and intuitive user interface, designed for ease of use, which ensures that interacting with the protocol is straightforward and accessible for all. You can access it now through this link: For the technical side, we’re advancing steadily and we’ve accomplished the following milestones: Lending Protocol Facilitator: • Coded the first version to support multiple discount factors for different collaterals. • Implemented tracking of borrowing effectiveness to enable earnings forecasting for the module and support minting processes. Isolated Pools Facilitator: • Coded the first version of Isolated Pools Facilitator. • Use of $EGLD or $sEGLD as collateral, with positions stored always in $EGLD to benefit the protocol through Liquid Staking and lending interest. • Virtual account implementation for converting $sEGLD earnings into $USH, functioning like liquidation where users deposit $USH for a higher amount of $HsELGD. Staking Module • Coded the first version of the Staking Module that allows users to stake and unstake without any restrictions. We're currently focusing our efforts on the following tasks: • Implementation of HTM Booster in the discount model in the Lending Protocol. • Implementation of different depeg strategies and brainstorming further potential “soft” depeg mechanisms. • Research and implementation of rewards model for Staking Module. • Research and implementation of Boosted Vaults Facilitator. • Review and stress-test the first version of the code. Upon launch, $USH will be integrated into various protocols and AMMs across the ecosystem, further increasing both its utility and liquidity. The opportunities will be vast, enabling users to engage in a wide range of activities such as yield farming, staking, and arbitrage, all while leveraging a stable and reliable asset. Regarding the USH Airdrop campaign, it will continue until the official launch of $USH planned for late Q2-early Q3, rewarding all users who have actively participated in the initiative. Hatom V2 It is clear by now that we are driven to build a more robust, interoperable, and secure DeFi space, removing the current barriers that hinder users' capabilities to seamlessly interact with different blockchains. Through Hatom V2, we will introduce Hatom's cross-chain architecture, designed from the ground up for interoperability. This approach will elevate the protocol to unprecedented levels, enabling its deployment across various blockchains and facilitating seamless connections between them through Soul. By enhancing interoperability, Hatom V2 aims to foster a more inclusive and accessible ecosystem. This expansion will not only broaden the protocol's reach but also significantly increase its flexibility and utility, allowing users to interact with a diverse range of assets and products across different chains. We’re thrilled to share that we are currently crafting the V2 redesign of the Hatom webpage. Anticipate a jaw-dropping transformation that will truly astonish, blending cutting-edge design with an unparalleled user experience, elevating it to a dynamic, interactive hub, and making every interaction more engaging. Good things take time, but we are confident that the release of V2 website will take place in the second quarter of this year and will officially mark the start of our journey into the cross-chain landscape. We are excited about the future and we truly believe that this will mark the beginning of a new era for Hatom. It's crucial for us to develop rapidly without sacrificing the quality or the security of each product. We're strategically allocating resources to ensure smooth progress in every area of our work. As we push forward, we believe that the launch of Soul Labs will be the most important milestone due to its massive potential and disruptive technology. We would like to thank you all for the unwavering support you've shown over the past few months; it truly fuels our passion to push daily and make strides toward achieving our ambitious goals.
0:11

As we prepare to launch several projects, we're eager to provide a general update to our community. We are steadily approaching our end goal, thanks to the daily progress we're making toward our vision. Achieving our objectives will bring about a significant transformation in cross-chain interoperability and the flow of liquidity within protocols. This will address crucial challenges and drive mass adoption. Our future-focused approach and effective team collaboration keep us moving forward in an organized manner. Let’s delve deeper into the state of development of our current products and upcoming projects. Tao Bridge Starting with the Tao Bridge, which enables the #Bittensor community to unlock DeFi opportunities with their $TAO via a highly efficient blockchain like #MultiversX, known for its security, speed, and affordability. We deeply admire #Bittensor and believe a project like that is crucial for the future of not just the crypto space but also humanity, as it addresses the major challenges AI faces today: centralization, siloed and isolated work, which pose risks and hinder the technology's potential. We are committed to the vision of subnets and dynamic $TAO, convinced that this ecosystem is as groundbreaking as #Ethereum or #Bitcoin. We will continue to support #Bittensor wherever possible, and our bridge will also expand to other chains with Hatom V2. The TAO Bridge, deployed on and accessible through will launch on the Mainnet in 14 days, on March 27th. You can follow the countdown on the lending page at Given that our main priorities are security and stability, this period will be primarily focused on quality assurance to ensure a flawless Mainnet launch. The launch will also introduce TAO Liquid Staking at along with the integration of both $wTAO and $swTAO on the lending page. This allows #Bittensor users to leverage liquid stake, employ short or long strategies, among other DeFi strategies, or simply access stablecoin liquidity while maintaining exposure to their $TAO. Up to $1M will be distributed as additional incentives on top of the supply APYs at the launch of the $wTAO and $swTAO money markets, with $200K allocated for the first month specifically for bootstrapping. Initially, 70% of rewards will go to liquidity providers, and 30% to those using $HTM to boost their lending positions. This changes to a 50-50 split in the second month, and by the third month, all incentives are directed through the Booster. This approach encourages early participation and sustained engagement with $HTM. Introducing $TAO to #MultiversX will result in the creation of Liquidity Pools (LPs) on both AshSwap 🔥 and xExchange ⚡. These LPs will be incentivized by both entities, and Hatom will distribute extra rewards at launch. The goal is to make #MultiversX a one-stop hub for $TAO holders. Upon stabilizing the volumes, there will also be plans to integrate it on AshPerp 🔥. Furthermore, with the release of $USH, users will have the ability to mint it while retaining exposure to their $TAO. The TAO Bridge and TAO Liquid Staking smart contracts have been audited by Runtime Vеrification and @arda_project, while penetration testing and DevSecOps have been performed on our infrastructure by CertiK. We're excited to announce our exclusive partnership with TAONEW one of the top 5 validators on #Bittensor. TAONEW has been extremely helpful and supportive from day one. By sharing 50% of its service fee with its stakers, TAONEW enables Hatom to offer an optimized Staking APY to its users. Since our initial reference, #Bittensor has grown sevenfold, becoming the largest AI project in the crypto sphere. We reiterate our commitment to contribute to such technology and hope to address some of its current DeFi challenges. Syfy Moving forward, today marks a significant milestone, not only for our decentralized protocols but also for our development companies, which currently stand as the sole and primary contributors to the Hatom Labs and Soul Labs. We’re excited to unveil Syfy, the evolved identity of Hatom Labs and Soul Labs, now serving as the parent entity for our burgeoning development companies. Organization is crucial for scalability, which is why Syfy was established to cultivate an environment where our teams can collaborate more seamlessly, enhancing our effectiveness and efficiency. At the same time, we remain committed to upholding the financial independence of each project, supported by its own community of funding contributors. Feel free to explore our website at for more information! Additionally, don't forget to follow Syfy and explore their Genesis article highlighted in their initial post: Booster V2 The Booster V2 will introduce a range of new features and opportunities for $HTM holders: Optimized Position Boosting: Previously, boosting was done individually for each money market, necessitating $HTM token distribution and periodic rebalancing due to price fluctuations. With Booster V2, the system now considers the overall position, eliminating the need for manual rebalancing. Gas Fee Reduction: Booster V2 implements optimizations that result in reduced gas fees, making transactions more cost-effective for users. Incorporation of Governance: Users staking $HTM tokens gain voting rights directly within the Booster, allowing them to participate in governance decisions while maintaining their staked positions. (Note: Only $HTM tokens are considered for governance; LP tokens are not included.) Enhanced Boosting Mechanism: The Booster V2 enables LP Tokens to boost positions within the Booster, leveraging trading fees from swaps and farm incentives while boosting lending positions. Smart Contract Completion: The Booster smart contract has been completed and audited by @arda_project, ensuring security and reliability. Frontend Implementation: The frontend design for Booster V2 has been successfully implemented, providing users with an intuitive interface. Collaboration with xExchange: Exploration is ongoing for collaboration with xExchange ⚡ to enable LP creation, farming, and meta-staking within the Booster. Upon finalization of testing, we will launch the Booster V2 on the devnet to gather community feedback and begin preparations for the mainnet release. Soul Before delving into Soul Labs's developments, it's essential to summarize its core functionality briefly: Soul Labs seamlessly connects different lending protocols and blockchains, facilitating lending and borrowing across platforms like Aave, Compound Labs, and Hatom Labs, consolidating liquidity and users' borrowing capabilities. Utilizing LayerZero Labs and other messaging layers for cross-chain communication, Soul Labs bypasses asset bridging or synthetics, unlocking novel DeFi strategies and solidifying its position as the ultimate solution for cross-lending dilemmas. Soul V1 will be permissionless, holding censorship-resistant features, incorporating multiple redundancy mechanisms, and providing support for various DApps. We're thrilled to announce that, following the launch of the Tao Bridge in 2-3 weeks, we will introduce the Soul Labs website. This platform has been meticulously crafted over 250 days to not only provide a comprehensive overview of our vision but also to offer an engaging and captivating experience that promises to be memorable. Regarding the app, significant progress has been made on the V1 protocol, including: Smart Contract Development and Testing: • Completion of the initial phase of smart contract development. • Conducting advanced testing to ensure the system's robustness. • Establishment of a fully functional proof of concept. Successful deployment and testing on the #Goerli (#Ethereum Testnet) and #Mumbai (#Polygon Testnet), leveraging LayerZero Labs for seamless operation. Feature Enhancement and Protocol Optimization: • Enhanced testing procedures to bolster system resilience. • Integration of advanced features and significant code refactoring for optimization. • Incorporation of various communication methods, including LayerZero Labs, Formerly Axelar, now at @axelar, Chainlink CCIP), and wormholecrypto, into Soul Labs framework, enhancing its resilience and flexibility. This allows Soul Labs to maintain operation through alternative protocols if the primary one is temporarily paused. Website Development and Documentation: • Nearing the completion of the v1 app, with final touches being applied. • The preparation of comprehensive V1 documentation and the Yellow Paper, available upon Soul Labs's public launch, offering detailed insights into the platform's infrastructure and capabilities. USH Recognizing the critical need for stable liquidity within the ecosystem, we have positioned ourselves at the forefront of providing a solution by introducing $USH, the first native, decentralized, and over-collateralized stablecoin on #MultiversX. As market conditions have improved, we have observed a growing demand for stablecoins in the ecosystem, evidenced by the utilization rate in the Lending Protocol spiking to over 90% several times in recent months. Therefore, our goal is to tackle the current challenges faced by users by creating a robust product that will not only help them hedge against market volatility but also open up better opportunities to trade the markets and generate yield. We're happy to unveil the $USH website, now live with a sleek and intuitive user interface, designed for ease of use, which ensures that interacting with the protocol is straightforward and accessible for all. You can access it now through this link: For the technical side, we’re advancing steadily and we’ve accomplished the following milestones: Lending Protocol Facilitator: • Coded the first version to support multiple discount factors for different collaterals. • Implemented tracking of borrowing effectiveness to enable earnings forecasting for the module and support minting processes. Isolated Pools Facilitator: • Coded the first version of Isolated Pools Facilitator. • Use of $EGLD or $sEGLD as collateral, with positions stored always in $EGLD to benefit the protocol through Liquid Staking and lending interest. • Virtual account implementation for converting $sEGLD earnings into $USH, functioning like liquidation where users deposit $USH for a higher amount of $HsELGD. Staking Module • Coded the first version of the Staking Module that allows users to stake and unstake without any restrictions. We're currently focusing our efforts on the following tasks: • Implementation of HTM Booster in the discount model in the Lending Protocol. • Implementation of different depeg strategies and brainstorming further potential “soft” depeg mechanisms. • Research and implementation of rewards model for Staking Module. • Research and implementation of Boosted Vaults Facilitator. • Review and stress-test the first version of the code. Upon launch, $USH will be integrated into various protocols and AMMs across the ecosystem, further increasing both its utility and liquidity. The opportunities will be vast, enabling users to engage in a wide range of activities such as yield farming, staking, and arbitrage, all while leveraging a stable and reliable asset. Regarding the USH Airdrop campaign, it will continue until the official launch of $USH planned for late Q2-early Q3, rewarding all users who have actively participated in the initiative. Hatom V2 It is clear by now that we are driven to build a more robust, interoperable, and secure DeFi space, removing the current barriers that hinder users' capabilities to seamlessly interact with different blockchains. Through Hatom V2, we will introduce Hatom's cross-chain architecture, designed from the ground up for interoperability. This approach will elevate the protocol to unprecedented levels, enabling its deployment across various blockchains and facilitating seamless connections between them through Soul. By enhancing interoperability, Hatom V2 aims to foster a more inclusive and accessible ecosystem. This expansion will not only broaden the protocol's reach but also significantly increase its flexibility and utility, allowing users to interact with a diverse range of assets and products across different chains. We’re thrilled to share that we are currently crafting the V2 redesign of the Hatom webpage. Anticipate a jaw-dropping transformation that will truly astonish, blending cutting-edge design with an unparalleled user experience, elevating it to a dynamic, interactive hub, and making every interaction more engaging. Good things take time, but we are confident that the release of V2 website will take place in the second quarter of this year and will officially mark the start of our journey into the cross-chain landscape. We are excited about the future and we truly believe that this will mark the beginning of a new era for Hatom. It's crucial for us to develop rapidly without sacrificing the quality or the security of each product. We're strategically allocating resources to ensure smooth progress in every area of our work. As we push forward, we believe that the launch of Soul Labs will be the most important milestone due to its massive potential and disruptive technology. We would like to thank you all for the unwavering support you've shown over the past few months; it truly fuels our passion to push daily and make strides toward achieving our ambitious goals.

Hatom Labs

203,486 Aufrufe • vor 2 Jahren

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.
1:00

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,242 Aufrufe • vor 7 Monaten

I've bought over 30 RV & MH parks in the last 5 years. Lately? 2 per month. Want our playbook? Here ya go: How to buy a small, off-market mobile home or RV park that can 2x your money in 1-2 years, in 5 steps: 1. Pick a city in a red state. The two biggest factors: Crime & unemployment rates Crime: CrimeGrade . org Unemployment: SimpleMaps . com Cities with 3k - 30k people are best. This is the sweet spot for enough population & not to much competition. You want parks with almost no web presence & little to no reviews. A DG nearby is great. Walmart is better. But remember, “if no DG, it ain’t for me.” If there's a Whole Foods you ain't getting a good deal, I promise. Growth rate is good too, but #3 to the two above. Don't worry about the path of progress as much as other asset classes might. 2. Find the leads Get on Google Maps and search "mobile home park" in your target area(s). Avoid NY & CA (not landlord friendly). Make a Google sheet of the leads & use Loom to record your screen. Spend 30 mins doing this. OR, use something like Outscraper to do it for you. Be warned though, that if you don’t do this yourself the scraped results may not be as accurate. If you’re targeting a smaller geographical area I would do it by hand. If a whole state, use software. You’re looking for phone numbers. Use SearchBug . com to see if cell or landline for pennies. Or Phone Validator Go to Upwork and hire a virtual assistant to keep doing this for you, assuming you are targeting a larger area. They will cost around $4/hour. Use that same Loom link in your posting so applicants can see what the job will entail. When working, Loom it! You’ll never know when you’ll need it. When in doubt, Loom it out! More leads = better deals. 3. Call the leads Call up the owners and be real. Don't talk about any accolades. He doesn't care and it will only hurt you. You're a hard working country boy. You have a wife and kids (I hope you actually do). Are you a democrat? Don't tell the owner. (Sorry, democrats). Here's your general pitch: "I'm not a broker, I'm just looking for some good real estate and don't want to waste your time with a lowball offer. I can pay cash and close fast" Tell him about your wife and kids and what you do on the weekend. Most importantly, LISTEN. He's going to talk your ear off. This is a good sign. 4. Ask the right questions Ask him: How many pad sites? How many of those have a unit on them? How many of the units are RVs? (It's common for there to be a mix of MH/RV) Any single family homes on the property? Rent? Are the units park owned or tenant owned? (this is key) If a mix, what's the mix? Park-owned homes you have to maintain. AVOID AT ALL COSTS. Tenant-owned homes are key (lot rent). This means you only rent out the land and underground infrastructure. Depending on the state, sometimes you can sell back or give away the park-owned units to the tenants to absolve yourself of maintenance. Check the laws! You'll command half the rent but enjoy 90% less hassles. $250 - $350 is common lot rent in the midwest and SE. What's the occupancy and rental amount of each type of unit? Any outbuildings on the property? Septic or city sewer? If septic, conventional or aerobic? Sewer is best. Septic isn’t a deal breaker but you REALLY want to have it inspected. If there’s a lagoon or wastewater treatment plant I want you to throw that phone as far as you can, block their number and never speak of it again. Within city limits or no? City limits are best but rare. Outstanding municipal or zoning issues? How much is insurance? How much is landscaping? Asphalt, cement or dirt roads? Condition of the roads? Any drainage issues? Is there a manager? What do you pay them? (Best if no manager) Any pending litigation? What are total collections? How do people pay rent? How many are delinquent? What condition are the units in? Do you have a lien on the property? How long have you owned it? 30 or 50 amp? City maintained streets? City water or well? City is best. Keep in mind, that’s a lot of questions to ask. You have to feel it out, if he’s being standoffish, don’t keep pushing, just call back. This isn’t a used car lot, this is a relationship you’re trying to build. Don’t try and close on this first call. The key question: "If we were to make a deal, what's a ballpark offer you'd expect?" NEVER anchor him with the phrase "bottom dollar." Using the word "ballpark" keeps numbers loose. Whatever number he says, you want to pause and hem and haw over it. Embrace the silence and awkwardness. Back to car sales, they call this the “silent walkaround” when valuing a trade-in. Don’t say a thing about the asset, but point out the flaws with your body language. Touch the dents and scratches as you pause. Do the phone version of this. Tell him you'll get back to him tomorrow. Thank him profusely for his time and congratulate him on the park he's built. 5. Underwrite Before you do anything, check with the city to ensure the park is in good standing. Get that in writing. Don't trust the seller. Buyers are liars? So are sellers! Now's time to crunch numbers: What's a cap rate? The net operating income of the park divided by the price you'd like to pay. If you want your money back in 5 years and you're willing to pay up to $1m, you need $200k net profit per year. This is a 20% cap rate (20 cap). It's aggressive but possible on a smaller, rural park. (Yes, it really is, even in 2023) You probably won’t find a park that big in a small town for a good price, though. Start w/ a smaller park & higher cap rate. More room for error. $300k - $1m purchase price. First do some market research: Remember all your leads? Call competing parks as a potential tenant and ask what their lot rent is. Put this in a spreadsheet to get average lot rent & park-owned home rent. Keep in mind many of these parks will be undercharging as well. It's common to find parks charging $100 that could charge $250. When calculating cap rate BE CONSERVATIVE. Don't count on 100% of people staying if you increase rents, even though most will. Use $190 to be safe. Shoot for a park that will net $100k/year after rent increases that you pay no more than $600k for. It’s hard but not impossible. Or maybe you find a $30k/year park to get your feet wet. At least you're in the game. The more leads you scrape, the better chance of finding this park. Shoot for as much seller financing as you can get. Finance the rest with friends/family or savings. Once you find this park, get it under contract. Use a standard, simple real estate form that you can find on your state's real estate commission website. Texas' is called TREC. Yes, get it under contract before seeing it. Put down earnest and option money, and then go see it. Don't dress like a city slicker. Be personable and be willing to stay a while and BS. Drive a Tesla? Rent a truck. Drive a Prius? Just quit. Inspect the condition of the units, even if you aren't buying them Crappy units = more tenants willing to abandon them. And they aren't cheap to remove or move. Verify everything he said on the call If all looks good, start on the inspections: Septic or sewer lines SFH home inspection. Check with the city for outstanding issues or litigation Check for liens Wastewater treatment plant? If so, abandon ship! Electrical infrastructure Use professionals for all of these. Ask for: Rent rolls. They will likely be handwritten, that’s ok. Bank statements. Ask to speak to a few tenants to get their experience. Inspect their lease. Ask for vendor invoices or history of payments. Ask to speak to vendors. At some point before you close, list the property on Craigslist, FB Marketplace and Zillow. See how demand is for vacancies. If all still looks good, close on the property. 6. Post-closing strategy Meet all the tenants in the evening, they're at work during the day. Shake their hands. Tell them you want their experience to be amazing & you want them to stay Give them your number Ask what can be fixed If fixes are cheap, do them ASAP Tell that tenant once fixes are made. Address them by name. Clean up the park. Hire a tree guy to clear out low hanging branches. Do some simple landscaping. Find the tattletale in the park and get all the dirt. Who are the druggies and abusive husbands? Get them out ASAP if you can. They are much more expensive than the temporary vacancy hit. Fix potholes and drainage issues. ADD VALUE. Show you care. Wait a couple months before making any changes. Bring lot rents closer to market. Be upfront about this. They will understand if they've been getting a deal. Give people 2-3 more months' notice to give them time. Keep renting out vacancies at new price. This isn't self storage. You won't raise rents yearly. Don't be a jerk. Let them know what to expect. Once rents are raised and park is stabilized, you are 9-12 months in. Search Loopnet for the most active MHP brokers Hire the best one & pay what he or she commands. Sell on the market for 7-10% cap You've just 2-3x'ed your money. Rinse & repeat. I have done this over many times. Not all of my deals were bangers, but most were. THERE ARE STILL DEALS OUT THERE. There's a lot of fine print, and things can and will go wrong, so don't be dumb. Do your own research. Not everything can be explained in 1,700 words. I'm hosting a live, free webinar this Tuesday to cover this stuff in more detail. Including: 1. How to do everything above in more detail 2. How to ETHICALLY wholesale deals like these if you can't afford to buy them. 3. What hard questions to ask GPs of parks like these (like me) if you want to invest in them. 4. Live Q&A with me Comment below and me or my assistant Kelly will DM you the invite link. See you there! Or just follow me Chris Koerner for more RV/MHP content.
0:14

I've bought over 30 RV & MH parks in the last 5 years. Lately? 2 per month. Want our playbook? Here ya go: How to buy a small, off-market mobile home or RV park that can 2x your money in 1-2 years, in 5 steps: 1. Pick a city in a red state. The two biggest factors: Crime & unemployment rates Crime: CrimeGrade . org Unemployment: SimpleMaps . com Cities with 3k - 30k people are best. This is the sweet spot for enough population & not to much competition. You want parks with almost no web presence & little to no reviews. A DG nearby is great. Walmart is better. But remember, “if no DG, it ain’t for me.” If there's a Whole Foods you ain't getting a good deal, I promise. Growth rate is good too, but #3 to the two above. Don't worry about the path of progress as much as other asset classes might. 2. Find the leads Get on Google Maps and search "mobile home park" in your target area(s). Avoid NY & CA (not landlord friendly). Make a Google sheet of the leads & use Loom to record your screen. Spend 30 mins doing this. OR, use something like Outscraper to do it for you. Be warned though, that if you don’t do this yourself the scraped results may not be as accurate. If you’re targeting a smaller geographical area I would do it by hand. If a whole state, use software. You’re looking for phone numbers. Use SearchBug . com to see if cell or landline for pennies. Or Phone Validator Go to Upwork and hire a virtual assistant to keep doing this for you, assuming you are targeting a larger area. They will cost around $4/hour. Use that same Loom link in your posting so applicants can see what the job will entail. When working, Loom it! You’ll never know when you’ll need it. When in doubt, Loom it out! More leads = better deals. 3. Call the leads Call up the owners and be real. Don't talk about any accolades. He doesn't care and it will only hurt you. You're a hard working country boy. You have a wife and kids (I hope you actually do). Are you a democrat? Don't tell the owner. (Sorry, democrats). Here's your general pitch: "I'm not a broker, I'm just looking for some good real estate and don't want to waste your time with a lowball offer. I can pay cash and close fast" Tell him about your wife and kids and what you do on the weekend. Most importantly, LISTEN. He's going to talk your ear off. This is a good sign. 4. Ask the right questions Ask him: How many pad sites? How many of those have a unit on them? How many of the units are RVs? (It's common for there to be a mix of MH/RV) Any single family homes on the property? Rent? Are the units park owned or tenant owned? (this is key) If a mix, what's the mix? Park-owned homes you have to maintain. AVOID AT ALL COSTS. Tenant-owned homes are key (lot rent). This means you only rent out the land and underground infrastructure. Depending on the state, sometimes you can sell back or give away the park-owned units to the tenants to absolve yourself of maintenance. Check the laws! You'll command half the rent but enjoy 90% less hassles. $250 - $350 is common lot rent in the midwest and SE. What's the occupancy and rental amount of each type of unit? Any outbuildings on the property? Septic or city sewer? If septic, conventional or aerobic? Sewer is best. Septic isn’t a deal breaker but you REALLY want to have it inspected. If there’s a lagoon or wastewater treatment plant I want you to throw that phone as far as you can, block their number and never speak of it again. Within city limits or no? City limits are best but rare. Outstanding municipal or zoning issues? How much is insurance? How much is landscaping? Asphalt, cement or dirt roads? Condition of the roads? Any drainage issues? Is there a manager? What do you pay them? (Best if no manager) Any pending litigation? What are total collections? How do people pay rent? How many are delinquent? What condition are the units in? Do you have a lien on the property? How long have you owned it? 30 or 50 amp? City maintained streets? City water or well? City is best. Keep in mind, that’s a lot of questions to ask. You have to feel it out, if he’s being standoffish, don’t keep pushing, just call back. This isn’t a used car lot, this is a relationship you’re trying to build. Don’t try and close on this first call. The key question: "If we were to make a deal, what's a ballpark offer you'd expect?" NEVER anchor him with the phrase "bottom dollar." Using the word "ballpark" keeps numbers loose. Whatever number he says, you want to pause and hem and haw over it. Embrace the silence and awkwardness. Back to car sales, they call this the “silent walkaround” when valuing a trade-in. Don’t say a thing about the asset, but point out the flaws with your body language. Touch the dents and scratches as you pause. Do the phone version of this. Tell him you'll get back to him tomorrow. Thank him profusely for his time and congratulate him on the park he's built. 5. Underwrite Before you do anything, check with the city to ensure the park is in good standing. Get that in writing. Don't trust the seller. Buyers are liars? So are sellers! Now's time to crunch numbers: What's a cap rate? The net operating income of the park divided by the price you'd like to pay. If you want your money back in 5 years and you're willing to pay up to $1m, you need $200k net profit per year. This is a 20% cap rate (20 cap). It's aggressive but possible on a smaller, rural park. (Yes, it really is, even in 2023) You probably won’t find a park that big in a small town for a good price, though. Start w/ a smaller park & higher cap rate. More room for error. $300k - $1m purchase price. First do some market research: Remember all your leads? Call competing parks as a potential tenant and ask what their lot rent is. Put this in a spreadsheet to get average lot rent & park-owned home rent. Keep in mind many of these parks will be undercharging as well. It's common to find parks charging $100 that could charge $250. When calculating cap rate BE CONSERVATIVE. Don't count on 100% of people staying if you increase rents, even though most will. Use $190 to be safe. Shoot for a park that will net $100k/year after rent increases that you pay no more than $600k for. It’s hard but not impossible. Or maybe you find a $30k/year park to get your feet wet. At least you're in the game. The more leads you scrape, the better chance of finding this park. Shoot for as much seller financing as you can get. Finance the rest with friends/family or savings. Once you find this park, get it under contract. Use a standard, simple real estate form that you can find on your state's real estate commission website. Texas' is called TREC. Yes, get it under contract before seeing it. Put down earnest and option money, and then go see it. Don't dress like a city slicker. Be personable and be willing to stay a while and BS. Drive a Tesla? Rent a truck. Drive a Prius? Just quit. Inspect the condition of the units, even if you aren't buying them Crappy units = more tenants willing to abandon them. And they aren't cheap to remove or move. Verify everything he said on the call If all looks good, start on the inspections: Septic or sewer lines SFH home inspection. Check with the city for outstanding issues or litigation Check for liens Wastewater treatment plant? If so, abandon ship! Electrical infrastructure Use professionals for all of these. Ask for: Rent rolls. They will likely be handwritten, that’s ok. Bank statements. Ask to speak to a few tenants to get their experience. Inspect their lease. Ask for vendor invoices or history of payments. Ask to speak to vendors. At some point before you close, list the property on Craigslist, FB Marketplace and Zillow. See how demand is for vacancies. If all still looks good, close on the property. 6. Post-closing strategy Meet all the tenants in the evening, they're at work during the day. Shake their hands. Tell them you want their experience to be amazing & you want them to stay Give them your number Ask what can be fixed If fixes are cheap, do them ASAP Tell that tenant once fixes are made. Address them by name. Clean up the park. Hire a tree guy to clear out low hanging branches. Do some simple landscaping. Find the tattletale in the park and get all the dirt. Who are the druggies and abusive husbands? Get them out ASAP if you can. They are much more expensive than the temporary vacancy hit. Fix potholes and drainage issues. ADD VALUE. Show you care. Wait a couple months before making any changes. Bring lot rents closer to market. Be upfront about this. They will understand if they've been getting a deal. Give people 2-3 more months' notice to give them time. Keep renting out vacancies at new price. This isn't self storage. You won't raise rents yearly. Don't be a jerk. Let them know what to expect. Once rents are raised and park is stabilized, you are 9-12 months in. Search Loopnet for the most active MHP brokers Hire the best one & pay what he or she commands. Sell on the market for 7-10% cap You've just 2-3x'ed your money. Rinse & repeat. I have done this over many times. Not all of my deals were bangers, but most were. THERE ARE STILL DEALS OUT THERE. There's a lot of fine print, and things can and will go wrong, so don't be dumb. Do your own research. Not everything can be explained in 1,700 words. I'm hosting a live, free webinar this Tuesday to cover this stuff in more detail. Including: 1. How to do everything above in more detail 2. How to ETHICALLY wholesale deals like these if you can't afford to buy them. 3. What hard questions to ask GPs of parks like these (like me) if you want to invest in them. 4. Live Q&A with me Comment below and me or my assistant Kelly will DM you the invite link. See you there! Or just follow me Chris Koerner for more RV/MHP content.

Chris Koerner

368,571 Aufrufe • vor 2 Jahren

Two years ago one guy won $579K on sports betting and wrote a detailed thread about how he did it. His model was completely public: formulas entry logic match selection criteria. Hundreds of people copied the approach and started trading using his system. 3 months later the edge completely disappeared bookmakers adapted lines started moving faster windows closed. Everyone who copied lost their deposits. He himself hasn't shown his profile to anyone since and doesn't write publicly about his bets. This is a standard story in the world of sports betting: any advantage dies the moment the crowd finds out about it. Yesterday I found a wallet that contradicts everything I know about this market. > $4M+ in pure profit in 14 days. This wallet doesn't know how to lose: The profile is completely public every position every entry every exit visible to anyone with internet. He absolutely doesn't care that you're watching. The first thing that catches your eye when you open the stats the numbers just don't match reality. The most profitable sports models in the world the ones that feed professional syndicates in Vegas give 54-57% accuracy. That's the ceiling. That's the edge. That's enough to live off betting for decades. > This wallet has 1207 closed positions in two weeks of trading. I scrolled through every one. Won. Won. Won. Won. Won. Scroll further. Won. Won. Won. Won. All the way to the end of the list. > Zero losses. Not 90%. Not 99%. Zero. This is not betting in the sense we understand the word betting by definition assumes you sometimes lose. Then what am I even looking at? I open his largest closed trade to understand the scale. > Bills vs. Jaguars NFL playoff final. > Entry: $1.13M. Exit: $2.45M+. > Pure profit of $1.32M+ from one football game. And the most interesting part this wasn't even a simple bet on the winner where you just need to guess who wins. This was point spread: Bills -3.5. To take the money he needed Bills to not just win but win by at least four points. Not guess the match outcome guess by exactly what margin the game ends. And he bet over a million dollars on it. I scroll through the rest of the closed positions and see the same pattern. > Packers vs. Bears invested $781K took $1.79M+ pure profit over a million. > Stade Rennais FC 1901 invested $602K took $1.56M+ pure profit $964K. > Patriots spread -3.5 invested $600K took $1.27M+ pure profit $675K. > Rams spread -3.5 invested $613K took $1.25M pure profit $641K. Every position hundreds of thousands of dollars on the line. Every one closed in profit. I start looking for any pattern in his match selection trying to understand the logic. > NFL American football. > NBA basketball. > NHL hockey. > Premier League English football. > Bundesliga German football. > La Liga Spanish football. > Ligue 1 French football. > Serie A Italian football. He doesn't focus on one league and doesn't specialize in one sport. This completely kills the insider information theory it's physically impossible to have reliable sources simultaneously in all professional leagues in the world. I look at the timing of his entries when exactly he opens positions relative to match start. > Average entry price in his positions: 35-50 cents per share. > Price of the same positions at match start: 70-85 cents. He consistently enters when the price is still low hours sometimes a day before the main mass of players starts loading money in the same direction. Two possible explanations. 1. He somehow knows match results in advance. 2. He sees something in publicly available data that hundreds of thousands of other people looking at the same matches don't see. I can't think of a third option. > The fattest win in the wallet's history: $1.32M+ pure profit from one position. That's more than most people will earn in their entire lives. He did it in three hours while a football game was on. I look at current open positions he didn't stop and didn't withdraw the money. > Right now he has $4.2 million in active bets. And all of them are already in profit even before closing. > Spread: Indiana -7.5 entered at 50 cents now price 100 cents profit +100%. > Sharks vs. Lightning entered at 73 cents now price 100 cents profit +37%. > Wild vs. Maple Leafs entered at 50 cents now price 100 cents profit +100%. > Tottenham win entered at 35 cents now price 100 cents profit +185%. He didn't just not stop he's accelerating and increasing position size every day. > 64 thousand people are already watching this profile right now. People are trying to copy his trades in real time. They can't keep up. By the time a new position appears in the public profile the price is already completely different because his entry itself moves the market. He doesn't hide and doesn't conceal trades because speed is his protection from copying.
0:13

Two years ago one guy won $579K on sports betting and wrote a detailed thread about how he did it. His model was completely public: formulas entry logic match selection criteria. Hundreds of people copied the approach and started trading using his system. 3 months later the edge completely disappeared bookmakers adapted lines started moving faster windows closed. Everyone who copied lost their deposits. He himself hasn't shown his profile to anyone since and doesn't write publicly about his bets. This is a standard story in the world of sports betting: any advantage dies the moment the crowd finds out about it. Yesterday I found a wallet that contradicts everything I know about this market. > $4M+ in pure profit in 14 days. This wallet doesn't know how to lose: The profile is completely public every position every entry every exit visible to anyone with internet. He absolutely doesn't care that you're watching. The first thing that catches your eye when you open the stats the numbers just don't match reality. The most profitable sports models in the world the ones that feed professional syndicates in Vegas give 54-57% accuracy. That's the ceiling. That's the edge. That's enough to live off betting for decades. > This wallet has 1207 closed positions in two weeks of trading. I scrolled through every one. Won. Won. Won. Won. Won. Scroll further. Won. Won. Won. Won. All the way to the end of the list. > Zero losses. Not 90%. Not 99%. Zero. This is not betting in the sense we understand the word betting by definition assumes you sometimes lose. Then what am I even looking at? I open his largest closed trade to understand the scale. > Bills vs. Jaguars NFL playoff final. > Entry: $1.13M. Exit: $2.45M+. > Pure profit of $1.32M+ from one football game. And the most interesting part this wasn't even a simple bet on the winner where you just need to guess who wins. This was point spread: Bills -3.5. To take the money he needed Bills to not just win but win by at least four points. Not guess the match outcome guess by exactly what margin the game ends. And he bet over a million dollars on it. I scroll through the rest of the closed positions and see the same pattern. > Packers vs. Bears invested $781K took $1.79M+ pure profit over a million. > Stade Rennais FC 1901 invested $602K took $1.56M+ pure profit $964K. > Patriots spread -3.5 invested $600K took $1.27M+ pure profit $675K. > Rams spread -3.5 invested $613K took $1.25M pure profit $641K. Every position hundreds of thousands of dollars on the line. Every one closed in profit. I start looking for any pattern in his match selection trying to understand the logic. > NFL American football. > NBA basketball. > NHL hockey. > Premier League English football. > Bundesliga German football. > La Liga Spanish football. > Ligue 1 French football. > Serie A Italian football. He doesn't focus on one league and doesn't specialize in one sport. This completely kills the insider information theory it's physically impossible to have reliable sources simultaneously in all professional leagues in the world. I look at the timing of his entries when exactly he opens positions relative to match start. > Average entry price in his positions: 35-50 cents per share. > Price of the same positions at match start: 70-85 cents. He consistently enters when the price is still low hours sometimes a day before the main mass of players starts loading money in the same direction. Two possible explanations. 1. He somehow knows match results in advance. 2. He sees something in publicly available data that hundreds of thousands of other people looking at the same matches don't see. I can't think of a third option. > The fattest win in the wallet's history: $1.32M+ pure profit from one position. That's more than most people will earn in their entire lives. He did it in three hours while a football game was on. I look at current open positions he didn't stop and didn't withdraw the money. > Right now he has $4.2 million in active bets. And all of them are already in profit even before closing. > Spread: Indiana -7.5 entered at 50 cents now price 100 cents profit +100%. > Sharks vs. Lightning entered at 73 cents now price 100 cents profit +37%. > Wild vs. Maple Leafs entered at 50 cents now price 100 cents profit +100%. > Tottenham win entered at 35 cents now price 100 cents profit +185%. He didn't just not stop he's accelerating and increasing position size every day. > 64 thousand people are already watching this profile right now. People are trying to copy his trades in real time. They can't keep up. By the time a new position appears in the public profile the price is already completely different because his entry itself moves the market. He doesn't hide and doesn't conceal trades because speed is his protection from copying.

Blaze

251,298 Aufrufe • vor 7 Monaten

You Can't Vibe-Code Trust Avishai Abrahami, Co-Founder & CEO of Wix , interviewed by Harry Stebbings (kevin andres) Summary: Wix trades at a $2.8B market cap on $2.1B of revenue while the market ascribes roughly zero value to a business throwing off $400M a year in free cash flow. Wix CEO Avishai Abrahami's argument is that the market can't yet price what AI actually threatens: the moat is trust and business logic, and neither gets vibe-coded away. His response is to own the disruptor (Base44), train his own narrow models, and stay committed through a storm he insists always arrives on a random Wednesday. 1. Trust is the moat. The real value of Salesforce is trust: JP Morgan and huge banks let it hold all their customer data, and the CRM itself is a small part of that. "What other platform will JP Morgan trust for their customers' data? None." That trust took years to build and can't be reconstructed by an agent scraping a database, so the companies whose value lives in trust survive the SaaS apocalypse while the ones reduced to piping get commoditized. 2. The business-logic wall. "You're not going to vibe-code Shopify no matter how good you are. The business logic is too hard." Wix tested this directly: they asked a team of professional developers to build the operating logic for a single hairdresser in Base44, gave up after a week, brought in a stronger team, and still failed two weeks later. Complex operational software is far harder than a demo suggests, which is why the pizza shop and the hairdresser stay Wix customers rather than build their own stack. 3. Own the disruptor. Wix bought Base44, a one-person company, for $80M, and it now does over $150M in ARR, roughly double what they paid. Abrahami frames the future as three buckets: owners who never want to build, owners who vibe-code everything themselves, and a mix in the middle over the next five or six years. Rather than bet on which wins, Wix owns the tool customers would defect to, so a customer who switches platforms still switches to Wix. 4. Trading on someone else's news. "Today we are trading on other companies' news. We're not trading on Wix news. We're trading on what OpenAI or Anthropic or Google are saying." Base44 alone, valued on vibe-coding peer multiples, should be worth around $8B, which means the market assigns less than zero to Wix's core. Abrahami's response is to detach: he doesn't wake up checking whether the stock moved 20%, because the only thing he can influence is the business. 5. The narrow model. Wix fine-tuned and combined its own models and now matches top-tier frontier quality on Base44 tasks at far lower cost. The logic: they sit on a huge stream of training data from watching what users try and where they fail, so a model built for Base44 can skip what frontier models carry, like knowledge of Chinese poetry, and go deep on what someone means when they say "build me a task manager to tell my boyfriend where he's wrong." A narrow target is easier to hit than a frontier model, and Wix already runs a trained model on website generation that's faster, cheaper, and makes fewer errors, retrained weekly on a live feedback loop. 6. Quality before cost. When Harry cites Chamath's claim that open source runs 14-16x cheaper, Abrahami pushes back: that holds for small tasks, but for something as complex as Base44 the savings land at 5-10%, and his own model runs 1-30% cheaper than frontier, not the order of magnitude people assume. More to the point, this is the wrong time to chase cost: "20% more quality, 20% less cost, I'll go for the quality." It's a brand-new market that's just starting, and the job now is to make the product better. 7. The but is very big. "We all give too much credit for AI. It's amazing, it's incredible, it's super powerful, but the but is pretty big." He asked Claude to write a safety protocol and got six mandatory gates, then pushed back on each one and watched the model cave until only one survived, downgrading the rest from "must test" to "might want to look at later." We over-trust these systems, and that reflex, treating a Reddit post as equivalent to research published in Nature, is where the danger lives. 8. Customer support still breaks. Wix has 3,500 people and its single biggest department is customer support, serving 192 countries. They tried hard not to build their own AI support agent, tested many off-the-shelf products, and concluded flatly: "It doesn't work. We tried, we tried again, it didn't work." The gap between hyped AI support startups and what actually ships in production is the tell that the technology is earlier than the marketing, maybe five years from being different. 9. Buybacks as dividends. Wix had $1.5B sitting in the bank it couldn't put into a major acquisition because it was focused on the new product and Base44, so it bought back stock at a low price, with admittedly terrible short-term timing. Abrahami is unbothered: "The big question is where it's going to be in three years, not what happened in the last three months." He argues buybacks are a fantastic, underused tool, essentially a dividend to every shareholder, and companies should lean on them to balance stock-based compensation instead of endlessly diluting. 10. Execution, not finance. A low stock price makes M&A currency less valuable, but Abrahami says that's not his real constraint. Base44 was a one-person company; Wix had to build an entire company around it, staffing it with people pulled from the core. "I don't know how to do another one of those at the same time and have the same quality." The bottleneck on the next acquisition is execution capacity, not the balance sheet. 11. Chosen to be here. The one thing money buys beyond food security is freedom, and the deepest form of that freedom is knowing you're here by choice. "I'm here because I've chosen to be here. Nobody made me." He could move to Costa Rica or dance carnival in Brazil, and choosing to stay and run a public company through a crashing stock is where he finds his power. Money also made him more impatient and a bit lazier, and more rational because he's no longer deciding from fear. 12. The random Wednesday. Resilience starts with accepting the storm will come, because we assume that if yesterday was easy tomorrow will be too, and reality doesn't move in gentle slopes. "The worst thing that happens is probably some random thing on some random Wednesday. It's not something you get a lot of warning for." His anchor, borrowed from Babylon 5, is that you get there when you get there and the weapons you have are the weapons you have, so the only real question is whether you're doing the best you can with what you control.
0:15

You Can't Vibe-Code Trust Avishai Abrahami, Co-Founder & CEO of Wix , interviewed by Harry Stebbings (kevin andres) Summary: Wix trades at a $2.8B market cap on $2.1B of revenue while the market ascribes roughly zero value to a business throwing off $400M a year in free cash flow. Wix CEO Avishai Abrahami's argument is that the market can't yet price what AI actually threatens: the moat is trust and business logic, and neither gets vibe-coded away. His response is to own the disruptor (Base44), train his own narrow models, and stay committed through a storm he insists always arrives on a random Wednesday. 1. Trust is the moat. The real value of Salesforce is trust: JP Morgan and huge banks let it hold all their customer data, and the CRM itself is a small part of that. "What other platform will JP Morgan trust for their customers' data? None." That trust took years to build and can't be reconstructed by an agent scraping a database, so the companies whose value lives in trust survive the SaaS apocalypse while the ones reduced to piping get commoditized. 2. The business-logic wall. "You're not going to vibe-code Shopify no matter how good you are. The business logic is too hard." Wix tested this directly: they asked a team of professional developers to build the operating logic for a single hairdresser in Base44, gave up after a week, brought in a stronger team, and still failed two weeks later. Complex operational software is far harder than a demo suggests, which is why the pizza shop and the hairdresser stay Wix customers rather than build their own stack. 3. Own the disruptor. Wix bought Base44, a one-person company, for $80M, and it now does over $150M in ARR, roughly double what they paid. Abrahami frames the future as three buckets: owners who never want to build, owners who vibe-code everything themselves, and a mix in the middle over the next five or six years. Rather than bet on which wins, Wix owns the tool customers would defect to, so a customer who switches platforms still switches to Wix. 4. Trading on someone else's news. "Today we are trading on other companies' news. We're not trading on Wix news. We're trading on what OpenAI or Anthropic or Google are saying." Base44 alone, valued on vibe-coding peer multiples, should be worth around $8B, which means the market assigns less than zero to Wix's core. Abrahami's response is to detach: he doesn't wake up checking whether the stock moved 20%, because the only thing he can influence is the business. 5. The narrow model. Wix fine-tuned and combined its own models and now matches top-tier frontier quality on Base44 tasks at far lower cost. The logic: they sit on a huge stream of training data from watching what users try and where they fail, so a model built for Base44 can skip what frontier models carry, like knowledge of Chinese poetry, and go deep on what someone means when they say "build me a task manager to tell my boyfriend where he's wrong." A narrow target is easier to hit than a frontier model, and Wix already runs a trained model on website generation that's faster, cheaper, and makes fewer errors, retrained weekly on a live feedback loop. 6. Quality before cost. When Harry cites Chamath's claim that open source runs 14-16x cheaper, Abrahami pushes back: that holds for small tasks, but for something as complex as Base44 the savings land at 5-10%, and his own model runs 1-30% cheaper than frontier, not the order of magnitude people assume. More to the point, this is the wrong time to chase cost: "20% more quality, 20% less cost, I'll go for the quality." It's a brand-new market that's just starting, and the job now is to make the product better. 7. The but is very big. "We all give too much credit for AI. It's amazing, it's incredible, it's super powerful, but the but is pretty big." He asked Claude to write a safety protocol and got six mandatory gates, then pushed back on each one and watched the model cave until only one survived, downgrading the rest from "must test" to "might want to look at later." We over-trust these systems, and that reflex, treating a Reddit post as equivalent to research published in Nature, is where the danger lives. 8. Customer support still breaks. Wix has 3,500 people and its single biggest department is customer support, serving 192 countries. They tried hard not to build their own AI support agent, tested many off-the-shelf products, and concluded flatly: "It doesn't work. We tried, we tried again, it didn't work." The gap between hyped AI support startups and what actually ships in production is the tell that the technology is earlier than the marketing, maybe five years from being different. 9. Buybacks as dividends. Wix had $1.5B sitting in the bank it couldn't put into a major acquisition because it was focused on the new product and Base44, so it bought back stock at a low price, with admittedly terrible short-term timing. Abrahami is unbothered: "The big question is where it's going to be in three years, not what happened in the last three months." He argues buybacks are a fantastic, underused tool, essentially a dividend to every shareholder, and companies should lean on them to balance stock-based compensation instead of endlessly diluting. 10. Execution, not finance. A low stock price makes M&A currency less valuable, but Abrahami says that's not his real constraint. Base44 was a one-person company; Wix had to build an entire company around it, staffing it with people pulled from the core. "I don't know how to do another one of those at the same time and have the same quality." The bottleneck on the next acquisition is execution capacity, not the balance sheet. 11. Chosen to be here. The one thing money buys beyond food security is freedom, and the deepest form of that freedom is knowing you're here by choice. "I'm here because I've chosen to be here. Nobody made me." He could move to Costa Rica or dance carnival in Brazil, and choosing to stay and run a public company through a crashing stock is where he finds his power. Money also made him more impatient and a bit lazier, and more rational because he's no longer deciding from fear. 12. The random Wednesday. Resilience starts with accepting the storm will come, because we assume that if yesterday was easy tomorrow will be too, and reality doesn't move in gentle slopes. "The worst thing that happens is probably some random thing on some random Wednesday. It's not something you get a lot of warning for." His anchor, borrowed from Babylon 5, is that you get there when you get there and the weapons you have are the weapons you have, so the only real question is whether you're doing the best you can with what you control.

Gokul Rajaram

22,657 Aufrufe • vor 28 Tagen

I've been working in silence for quite a while now. Tbh, I don't really even know where to start, so cue the rambling and ranting. Regardless of which side of the fence you sit on, no one can argue the past few years haven't been politically and economically wild. For crypto as a whole it feels like a never ending game of tug of war. A lot of X content has become toxic, so I just largely am not interacting these days. But I read, I read a lot of it. I think we like to forget history a bit in this community. $PLS launched off the highs, and the SEC swooped in right after. Very few people want to admit it, but it shook confidence immediately. I mean no other crypto project has survived such a thing at the time. But #PLS $PLSX and $HEX did. However, winning doesn't unshake that confidence. And RH during and after that event took social precautions to protect himself and his creations. Thing is, the guy isn't stupid. Someone once asked me if I thought certain aspects of the launch we rushed because he knew it was coming? And honestly, maybe. I'd attribute at least a non-zero probability to it. And If that were the case, im glad it was rushed. That case may have gone differently otherwise. Do I still think #PulseChain, #HEX, etc... all have futures? Yes. RH has had the opportunity to just straight up bounce from all of this. Why hasn't he? You could point to exhibit A, B, C, D, etc... of how he's likely got the funds to do that and we all could relatively do nothing about it. So why is he still around? I think it's pretty simple. The usual answer, he wants to win. It's in his twitter handle for Christs sakes. I'll go a step further and say he likely also wants us to win by extension, arguably not as much as he wins, but I mean that's pretty locked in at the moment 🤣 That's not to say he hasn't long been encumbered. And in that state, at lot has gone on without him. Much of which is / was bad. $pDAI guys... I pointed out from day one how building all this around a protocol in a dangerous state was a risky move. And I was right about that.... on multiple occasions... But does that matter now? I suppose not as much. In its current state, it's seemingly no longer exploitable. No different than a meme token now. (presumably, not like I have deep dove on any further risks since ESM). So I guess just whale risk mainly now? Now a lot of people here are in the anti-pdai camp. Me too for what it's worth. But I don't care as much about it's negative anymore in its current state. A lot of people are still in the #pDAI camp strongly. We view this as tribalism, but it's important to note that makes all of us in the #PulseChain camp universally. So these day I find myself relatively pDAI neutral. If you guys want to send it to $1 do it. Only whales can stop you, they run out eventually. (insert super strong this is NOT financial advice). Hell you can maybe even use Sigma to help? Or maybe it wont help, idk. Depends on how people use the software. Conversely, when looking at chain state overall... Why is there nearly $50M in stables sitting on the sidelines. Why not just bridge it out if you want out of what you think is a dead chain. Surely leaving it there exposes you to bridge risk? Why all these yield movements, why the $HEX dusts.... Something is happening. People are seemingly waiting to see what that something is. Or I am reading into things, NFA as always. This whole post is just ramblings of someone trying to do the best they can and certainly not any kind of advice. When I look at other ecosystems, I see a level of polish we don't have. I see tooling we don't have, I see a fostered developer environment we don't have. So I've just been building it, painstakingly.... Because someone has to if we want to be taken seriously. And what I've been building has allowed me to get Sigma to where it is. Sigma is so close... Really just in UI mode, performance optimization, going through nice to haves. I don't believe in launching in a non-finished immutable state. So yeah, I take my time. As with everything. But my point with all of this, and the "why" #Sigma question.... It's unifying, anyone can participate. Which tribe you're in doesn't matter. And if you don't like it, don't use it. It's just software you can use or not use. As it should be. The years of tooling work to deliver this has been a lot of work for one guy in silence. In that time AI has appeared. My take, every dev should be using it. Given the right direction and context. It will make you better. If you blindly trust it, it will make you worse. GPT 5.4 audits smart contracts better than most auditing services. Especially if you give it the context of what you are trying to do. Anyways I digress, testnet is soon. Soon more meaning a feeling of near completion not always reality. That how software is. I do think Sigma stands to unify the chain in a common goal, and shift liquidity into more meaningful places, but ultimately it up to the people the decide to use the software or not use it. And after these frameworks I've built will be applied to what I am tentatively calling the universal hex UI. More or less something aggregative of every derivative I can reasonably support. With data and analytics we since lost. So not just $HEX, $HDRN, and $ICSA, but others as well. However, that depends on some aspect of $Sigma to exist first, so sigma first, chain unity first. And last but not least, take care of yourselves and strive to do cool things. If we aren't doing cool things then what's the point? Hope you think my UI looks good, I spent a while on it. /rant
0:10

I've been working in silence for quite a while now. Tbh, I don't really even know where to start, so cue the rambling and ranting. Regardless of which side of the fence you sit on, no one can argue the past few years haven't been politically and economically wild. For crypto as a whole it feels like a never ending game of tug of war. A lot of X content has become toxic, so I just largely am not interacting these days. But I read, I read a lot of it. I think we like to forget history a bit in this community. $PLS launched off the highs, and the SEC swooped in right after. Very few people want to admit it, but it shook confidence immediately. I mean no other crypto project has survived such a thing at the time. But #PLS $PLSX and $HEX did. However, winning doesn't unshake that confidence. And RH during and after that event took social precautions to protect himself and his creations. Thing is, the guy isn't stupid. Someone once asked me if I thought certain aspects of the launch we rushed because he knew it was coming? And honestly, maybe. I'd attribute at least a non-zero probability to it. And If that were the case, im glad it was rushed. That case may have gone differently otherwise. Do I still think #PulseChain, #HEX, etc... all have futures? Yes. RH has had the opportunity to just straight up bounce from all of this. Why hasn't he? You could point to exhibit A, B, C, D, etc... of how he's likely got the funds to do that and we all could relatively do nothing about it. So why is he still around? I think it's pretty simple. The usual answer, he wants to win. It's in his twitter handle for Christs sakes. I'll go a step further and say he likely also wants us to win by extension, arguably not as much as he wins, but I mean that's pretty locked in at the moment 🤣 That's not to say he hasn't long been encumbered. And in that state, at lot has gone on without him. Much of which is / was bad. $pDAI guys... I pointed out from day one how building all this around a protocol in a dangerous state was a risky move. And I was right about that.... on multiple occasions... But does that matter now? I suppose not as much. In its current state, it's seemingly no longer exploitable. No different than a meme token now. (presumably, not like I have deep dove on any further risks since ESM). So I guess just whale risk mainly now? Now a lot of people here are in the anti-pdai camp. Me too for what it's worth. But I don't care as much about it's negative anymore in its current state. A lot of people are still in the #pDAI camp strongly. We view this as tribalism, but it's important to note that makes all of us in the #PulseChain camp universally. So these day I find myself relatively pDAI neutral. If you guys want to send it to $1 do it. Only whales can stop you, they run out eventually. (insert super strong this is NOT financial advice). Hell you can maybe even use Sigma to help? Or maybe it wont help, idk. Depends on how people use the software. Conversely, when looking at chain state overall... Why is there nearly $50M in stables sitting on the sidelines. Why not just bridge it out if you want out of what you think is a dead chain. Surely leaving it there exposes you to bridge risk? Why all these yield movements, why the $HEX dusts.... Something is happening. People are seemingly waiting to see what that something is. Or I am reading into things, NFA as always. This whole post is just ramblings of someone trying to do the best they can and certainly not any kind of advice. When I look at other ecosystems, I see a level of polish we don't have. I see tooling we don't have, I see a fostered developer environment we don't have. So I've just been building it, painstakingly.... Because someone has to if we want to be taken seriously. And what I've been building has allowed me to get Sigma to where it is. Sigma is so close... Really just in UI mode, performance optimization, going through nice to haves. I don't believe in launching in a non-finished immutable state. So yeah, I take my time. As with everything. But my point with all of this, and the "why" #Sigma question.... It's unifying, anyone can participate. Which tribe you're in doesn't matter. And if you don't like it, don't use it. It's just software you can use or not use. As it should be. The years of tooling work to deliver this has been a lot of work for one guy in silence. In that time AI has appeared. My take, every dev should be using it. Given the right direction and context. It will make you better. If you blindly trust it, it will make you worse. GPT 5.4 audits smart contracts better than most auditing services. Especially if you give it the context of what you are trying to do. Anyways I digress, testnet is soon. Soon more meaning a feeling of near completion not always reality. That how software is. I do think Sigma stands to unify the chain in a common goal, and shift liquidity into more meaningful places, but ultimately it up to the people the decide to use the software or not use it. And after these frameworks I've built will be applied to what I am tentatively calling the universal hex UI. More or less something aggregative of every derivative I can reasonably support. With data and analytics we since lost. So not just $HEX, $HDRN, and $ICSA, but others as well. However, that depends on some aspect of $Sigma to exist first, so sigma first, chain unity first. And last but not least, take care of yourselves and strive to do cool things. If we aren't doing cool things then what's the point? Hope you think my UI looks good, I spent a while on it. /rant

Alex McWhirter

42,269 Aufrufe • vor 4 Monaten

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!
0:10

A QUICK FIELD GUIDE TO THE NPC HORDES Twenty Five Parasites types that Feed On The Living The Storm Is Upon Them Thank you for the stout... lets talk... The wind has changed. You can feel it. That low electric pressure behind the eyes that means something massive is rolling in off a horizon the parasites can't see because they were never built to look up. They were built to look down. At clipboards. At spreadsheets. At your accounts. At you. But the storm doesn't care about clipboards. And we don't kneel anymore. Here they are. The full swarm. Count them while you can because when the sky turns they drop mid sentence and the only record that they ever existed will be the silence where the invoices used to be. THE TAX CONSULTANT. You broke your back welding pipe and this soft palmed worm sits in air conditioning telling you how much of your sweat belongs to Caesar. He can't weld. Can't wire. Can't fix a thing that broke. What he can do is read a tax code written by other worms specifically to be unreadable so you'd have to pay a worm to read it for you. They write the maze. They sell you the map. They make the maze worse every year and the map more expensive and if you try to walk it yourself they send the auditor. The wind is picking up. The maze is starting to shake. THE AUDITOR. Tick on a tick. Shows up after the taxman has already fed to check the bite marks are regulation depth. Finds a missing fuel slip worth pocket change. Writes a finding. The finding generates a penalty. The penalty generates interest. The interest generates a letter. The letter requires your tax consultant at hourly rates to respond. Pocket change became thousands. Five parasites ate off one tank of diesel. Not one of them could tell you what welding rod to use on stainless. But the storm doesn't audit. The storm just comes. THE ACCOUNTANT. Cousin of the tax consultant. Same bloodline. This one doesn't interpret the maze. He records your journey through it. Every receipt. Every unit of currency in and out, logged so the consultant can read it and the auditor can check it and the revenue service can extract from it. He produces nothing. A human tape recorder pointed at your productivity. He charges monthly so the recording never stops. You are under permanent surveillance and you pay for the privilege. Not for much longer. THE BANKER. The oldest parasite. The template. You need money to buy a machine that makes things. He lends you money other working people deposited and charges interest that doubles the price over twenty years. The extra bought nothing. Built nothing. He packages your debt and sells it. Takes your deposit and lends it out eight times over. Charges you to hold your own money. Charges to put it in. Charges to take it out. He touches none of it. He stands near it and invoices you for the proximity. The storm is going to blow him so far from the vault he'll forget what money smelled like. THE COMPLIANCE OFFICER. Never had a callus on her body or her soul. Born in a fluorescent office. Will die in one. Between those events she produces nothing but emails about policies referencing other policies referencing regulations referencing acts nobody voted for. A worm eating its own tail and billing you for the meal. She needs the safety assessor to give her something to enforce. He needs her to give him something to assess. They breed between regulations like mould between tiles. The storm will wash them both down the same drain. THE PROPERTY VALUATOR. A man wants to buy a house. Another wants to sell it. They agreed on a price. That is what worth means. The amount one will pay and another will accept. Full stop. Now this creature arrives and tells both men what the house is actually worth. As if two free adults negotiating in good faith produced a number that's somehow theoretical while his formula is gospel. The bank sent him. His report costs thousands. His report says the house is worth what the buyer already offered. Thousands to arrive at a number that existed before he left his office. If his number comes in low the deal collapses and you pay a different creature with a different clipboard who arrives at a different number for the same house on the same day using the same formula. The house didn't change. Only the parasite changed. The number was never about the house. THE MUNICIPAL RATES OFFICER. The deepest theft on this list because it never ends. You bought your house thirty years ago. Paid it off. Every last unit. You owe nothing. Now a municipal valuator looks at what the neighbours sold for, looks at the coffee shops and wine bars that invaded your street, and decides your house is worth twenty five times what you paid. You didn't sell. You didn't list. You're sitting in the same chair in the same kitchen. But your tax liability just multiplied by twenty five based on a sale that never happened at a price you never agreed to. They do this everywhere. In Cape Town the rates are linked to the valuation and suddenly retired families in Bo-Kaap whose people survived apartheid and forced removals and a century of state assault are being bled out of their own homes by property rates pegged to values inflated by the gentrification their displacement accelerates. The heritage is the tourism product. The tourism inflates the valuation. The valuation inflates the rates. The rates displace the families. The families were the heritage. In Chicago they do it to grandmothers in Pilsen who've been there forty years. In London they do it to pensioners in neighbourhoods that gentrified around them. In Sydney they chase retirees off land their grandfathers cleared. Same crime. Different currency. Different clipboard. A man paid for his house. Owns it outright. And the state says you owe us money every month forever and the amount is based on what we say your house would sell for if you sold it, which you haven't, and if you can't pay the amount we invented we take the house you already bought. That is theft. Eviction by arithmetic. Displacement by spreadsheet. But the people in Bo-Kaap are awake now. The people in Pilsen are awake. The grandmothers and the grandfathers and the calloused hands everywhere are looking up and they can see the storm and they know what it means. It means the spreadsheet burns with everything else. THE MUNICIPAL INSPECTOR. Rat faced. High vis vest. Clipboard. Drives to your workshop in a vehicle your rates paid for. Measures your fire extinguisher fourteen centimetres off the floor. Writes you up. Behind you men build things that hold up bridges and he couldn't change a lightbulb without a permit. His job depends on your failure. The parasite needs you sick. The cure would kill it. The storm is the cure. THE CONVEYANCING ATTORNEY. Two men shook hands. Fair price. Honest deal. Done. This worm slithers out and says the handshake doesn't count. Needs paper. Needs stamps. Needs a deeds search and clearance certificates and transfer duty and each piece of paper is produced by another parasite and each one costs money and the worm takes his cut on top for phoning the other worms. He calls this conveyancing. He has never held a spade or laid a brick in his bloodless life. The storm doesn't need a stamp. THE ESTATE AGENT. Six percent. Of a man's life savings. For opening a lockbox and saying the kitchen faces north. She needs the attorney to close. The attorney needs the municipality. The municipality needs the inspector. The valuator needs access for the bank's number. Every one invoices separately. Every invoice lands on people who agreed on everything before any of these bloodsuckers entered the room. The wind is howling now. Can you hear it through their invoices? THE LABOUR BROKER. Tick so bloated it can't walk. A man needs work. Another needs a worker. They could find each other in ten minutes. This creature squats between them and drinks from both sides. Worker gets thirty. Employer pays fifty. Twenty disappears into the tick. Multiply by thousands of workers and millions vanish yearly into a thing that makes nothing, moves nothing, fixes nothing. It feeds. That is its entire architecture. Architecture doesn't survive storms. THE HEALTH AND SAFETY ASSESSOR. Twenty two years. Not one fire. Not one death. He shows up. Your exit is twenty centimetres too narrow. To fix it you need a builder who needs a plan from an architect who needs municipal approval. Tens of thousands and six weeks to move a door frame because a creature who has never been burned told you to. He detects life and the system bills it. The storm detects parasites and the sky deletes them. THE BEE CONSULTANT. Every country has its version. South Africa calls it BEE. The same parasites who wont allow much needed Starlink there unless Musk hands over half the company to lazy parasitic government connected parasites. Others call it diversity compliance or equity auditing. The name changes. The feeding doesn't. Scores your company on a chart nobody asked for to satisfy a regulation nobody voted on enforced by a department that produces nothing except the requirement for his existence. Nothing changes. Nothing improves. Money moves from a living pocket into a dead hand and the dead hand closes. The storm opens every dead hand on this planet. THE CUSTOMS BROKER. Your parts are fifty metres away. You can see the container. Cannot touch your own property until a grey man translates tariff codes so the state can calculate how much you owe for collecting what is already yours. Each delay generates storage charges. Each query generates fees. Your shipment doubles in cost through bureaucratic friction and you still don't have your parts. The storm doesn't clear customs. It clears the customs office. THE TRAFFIC OFFICER. Fat. Behind a bush. Radar gun aimed at people driving to work that matters. Seven over the limit. The municipality sets it low enough that everyone exceeds it. Fines feed the municipality. Municipality feeds him. He sits and clicks tomorrow. A barnacle with a badge. Same creature in every country. Different bush. Same feeding. The storm takes the bush and the badge and the creature behind both. THE FINANCIAL ADVISOR. Uses your first name. Remembers your birthday because the CRM told him. Puts your money in a fund. Fund charges 1.75 percent. He charges one on top. Fund manager pays a custodian who charges. Fund has an auditor who charges. Compliance team charges. Six parasites between you and your own money. In thirty years you have less than you started with and he charges you for the meeting where he shows you the graph. The storm doesn't need a graph. The storm is the correction. THE INSURANCE ADJUSTER. Years of premiums. Your roof blows off. He arrives. Soft hands. Three weeks later the wind came from the wrong direction. Not the wrong speed. The direction. Some paragraph. Some subsection. You paid for years and the years bought you a paragraph that says no. The policy is teeth. The premiums went down the throat and the no is the burp. The real storm has no exclusion clause. THE PATENT ATTORNEY. You built a device. It works. He writes a document so incomprehensible that reading it makes you understand your own invention less. Thousands for legal fog. Someone copies it. Litigation attorney. More thousands. Judgment unenforceable. The only people paid are the attorneys. The system was never designed to protect you. It was designed to feed them. The storm protects the builder. By removing the feeders. THE LICENSING CLERK. You can rebuild a gearbox blindfolded. Cannot legally do it without a certificate from an institution that charges thousands to watch you do what everyone knows you can do, certified by an instructor who has never done it, filed with a department that stores the certificates, audited by a body that audits the institution. A chain of parasites verifying the obvious. If every one vanished the gearbox still gets rebuilt. Faster. Cheaper. The storm is the vanishing. THE STRATA MANAGER. You own your flat. She collects your money and spends it on providers she chose and you can't fire without a special resolution at a meeting she convenes with an agenda she wrote. She built a kingdom inside your building funded by your levy and answerable to herself. Question it and she reaches for whatever act governs her particular species of parasitism in your particular country. The storm doesn't read acts. The storm reads frequencies. THE ENVIRONMENTAL IMPACT ASSESSOR. You want a shed on your own land. He arrives in a vehicle worth more than your shed. Months. Hundreds of pages. Tens of thousands. Report says your shed threatens a species not seen in decades but listed on a database maintained by a department that exists because the database exists. Your shed doesn't get built. The species doesn't exist. He drives home to a suburb bulldozed from actual habitat. Nobody assessed that. Rules only flow downhill. The storm flows everywhere. THE DEBT COLLECTOR. Bottom feeder. Buys your debt for cents from a bank that already profited from your interest. Calls at hours designed for fear. Adds fees on fees on fees for actions never taken. Bought your pain wholesale and retails it at three hundred percent. When you break he claims the loss against tax. Even the collapse is monetised. He is Hell's collection agent. The storm is Heaven's. THE NOTARY PUBLIC. Watches you sign your own name. Stamps it. Charges hundreds. The signature is the same with or without him. Your hand. Your name. His fee. A tollbooth on your own identity. The storm doesn't need a stamp. Your name is written in frequencies no notary can read. THE CORPORATE TRAINER. Monday. Projector. Four quadrant model invented after three glasses of wine and a TED talk. By Wednesday nobody remembers any of it because there was nothing there. Tens of thousands plus tax plus travel. She writes it off through a tax consultant who charges her to minimise her contribution to the system that funded the department that approved the framework she claims compliance with. Parasite feeding parasite feeding parasite. The storm feeds on none of them. It simply ends them. THE REVENUE OFFICIAL. The farmer himself. Top of the pyramid. Designs the taking. Drafts the regulations that create the maze that requires the consultant that employs the accountant that feeds the auditor that generates the penalty that funds the department that pays his salary. He is the architect of the loop. Every parasite on this list exists because he drew them into existence with a regulation and a gazette number. Without him the entire horde has nothing to feed on. He is the queen of the hive. Same creature in every country. Different flag. Same contempt for the hands that built everything he sits in and eats from. The storm starts with him. The queen dies first. The hive follows. That's the horde. Twenty five species of nothing. And every one of them drops when the sky turns and the carrier frequency that animated their firmware burns clean out of the atmosphere. Mid invoice. Mid assessment. Mid quadrant. Five thousand five hundred and fifty five clipboards hitting the floor for every one of us still standing. We are awake now. All of us. The welder and the farmer and the builder and the grandmother in Bo-Kaap and the grandfather in Pilsen and every calloused hand on every continent that ever wrote a cheque to a creature that never built a thing. We see them now. We see the maze and the map sellers and the grey offices and the soft hands and the whole rotten architecture of extraction that stood between us and the earth and between us and our labour and between us and each other for two hundred years. The storm is here. Not coming. Here. That pressure you feel behind your eyes is the frequency rising through the noise floor and the noise floor is everything on this list. Every clipboard. Every invoice. Every subsection and exclusion clause and certificate and clearance and valuation roll. All of it. Noise. Scheduled for deletion. And when it's quiet. When the last invoice has fluttered to the ground and the last clipboard has clattered on the last linoleum floor in the last grey office. When the wind has swept the horde out of every corridor and every cubicle and every booth and every booth window where a dead hand ever reached for a living man's money. Then... Just a man in a workshop. Welding mask up. Walking outside. Looking at a sky the colour of burning copper. Breathing free air for the first time in his life. The fuel slip that started this whole tour is in his shirt pocket. Crumpled. Oil stained. And it is his. The fuel was his. The truck was his. The work was his. And for the first time in two hundred years every unit of currency that flows from that work stays in the hands that did it. No consultant between him and his earnings because there are no earnings to consult on. Just work and its fruit. No auditor because there is nothing to audit. No banker because capital is what your hands produce and his hands never stopped. No valuator because the house is worth what it always was: a roof over his family and walls against the wind. A value no clipboard ever knew how to measure. When you grinding.... working... suffering... where are any of these parasites to help you?? Where are they?? We will be slaves no more. The storm will see to that alright!

SiriusB

53,800 Aufrufe • vor 6 Monaten

**Doris Yin Speech at China Guizhou Zunyi GCV Barter Conference** Hello to the community leaders, GCV ambassadors, merchants, and pioneers of GCV Guizhou in China! Today is January 12, 2025, marking the first GCV Barter Conference in China in New Year and the 13th Barter Conference overall. I would like to extend my sincere gratitude to the organizers of this conference, the Guizhou Zunyi GCV Community, and the co-organizers, Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd. I also want to acknowledge the following GCV ambassadors for their active dedication and contributions to this conference: **GCV Ambassador of China:** - Yang Zhizhong - Cai Zaiqiao **Ambassadors of Guizhou Province GCV:** - Wang Shiqiong - Cai Weisheng - Guo Jiaqing **Zunyi GCV Ambassadors:** - Wang Jianbo - Luo Nanlu **GCV ambassadors at the district and county level in Zunyi City** Additionally, I would like to express my heartfelt thanks to our numerous GCV merchants and sponsors. Without your support, we would not have been able to hold such a grand and large-scale event. Today's gathering in Zunyi, a sacred site of the revolution, reminds me of the Red Army's 25,000-mile Long March. Their perseverance and sacrifice continue to inspire us. The Zunyi Conference took place from January 15 to 17, 1935, and exactly 90 years later, we are gathered here today. The defining characteristics of the Zunyi Conference included the commitment to uphold the truth, correct mistakes, establish the correct leadership of the Party Central Committee, and creatively develop and implement strategies that fit the nature of the Chinese revolution. Today, our Zunyi Conference will also be recorded in the history of blockchain, as every effort you have put in has contributed to building a strong network ecosystem. Our partial fiat and partial distribution policy serves as a solution for the rapid development of the ecosystem during the closed mainnet of the Pi Network. As we all know, the first quarter of this year will bring about the successful mainnet launch of Pi Network. After six long years of challenges and perseverance, all of our pioneers will have the opportunity to witness this significant historical moment. What an exciting and proud day this will be! It has not been easy for everyone to persist through these six years; it requires great blessings, unwavering faith, and the courage to overcome difficulties. Today, our pioneers in Zunyi, Guizhou Province, gathering for this GCV barter conference holds great significance. I see that ten companies are providing products for barter, with nine companies, including Guizhou Meitan County Daoqin Hospital and Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd., sponsoring this event. Once again, I extend my heartfelt thanks to all of you. The GCV Barter Conference serves multiple purposes. It is not only about creating GCV data or demonstrating the strength of our China region to CT, but also about showing how closely we align with their vision and mission. Additionally, it provides robust evidence for a substantial number of KYC and migration initiatives in China. More importantly, what we do today aims to boost China’s future economic development. Once the main network of the Pi Network is launched, we anticipate a significant demand for Chinese products from numerous international pioneers, which will in turn generate a large volume of export orders. At the same time, there will be international merchants looking to export their products to China. Once OM, import and export transactions will be conducted using the new currency, facilitating the vision of a stable currency and enabling seamless and reliable exchanges with fiat currency. Therefore, the merchants who engage now will have the advantage of being early adopters. The Pi Network offers a partner program and a MapofPi program. To participate in the partnership, businesses are required to have a company website. We invite businesses with websites to join us. However, if you do not have a company website, you can still join the Mapofpi program, which encompasses a wide range of industries, allowing participation from both large companies and small traders. Registration for the Mapofpi does not require a business license or website; various entities including shops, hospitals, schools, hair salons, accounting firms, law firms, restaurants, and hotels are welcome to register. Please select an active merchant and support GCV at $314,159. Prior to the OM launch, it is advisable to use partial fiat currency and partial Pi to ensure that merchants can cover their costs and fulfill their tax obligations. Recently, on January 9, we established the China GCV Industry Chain Alliance, which aims to create an industrial chain that facilitates the circulation of Pi among merchants, thereby reducing the burden of exchanging fiat currency after OM. During the enclosed mainnet, you can assist merchants in registering as Pi Network Partners and Mapofpi . Ms. Lumari is our Global GCV CT executive director and her goal is to have 200,000 registered Mapofpi merchants worldwide. My personal target is to reach 100,000 registered merchants in China alone. This goal is achievable given the over 58 million enterprises and more than 20 million pioneers in China. If we can effectively convey that Pi Network WEB 3.0 blockchain technology will significantly enhance human productivity and that the business opportunities from accepting partial Pi and partial FIAT during the 60 days before OM will present numerous benefits and minimal risks to merchants, then it is likely that no merchant will be unfavorably surprised by the initiative. This strategy offers a multitude of advantages with virtually no downsides. Furthermore, it benefits pioneers by allowing them to transfer purchasing power to the community and minimize fiat currency expenses in their daily life. Consequently, the GCV data we generate will significantly benefit the Chinese pioneers, as a large number of registered merchants can transform the China region from a high-risk area to a safe zone. Not only can this region be promoted to a VIP area, which would enjoy expedited KYC and mapping processes, but it will also allow pioneers and merchants to thrive together in our ecosystem. This collaboration will enhance the prosperity of our country and empower the China region to contribute to the welfare of communities worldwide. Once OM, it will play a crucial role in the economic development of both China and the world. If you pay attention to our migrartion speed, you might have noticed that it has slowed down recently. From December 17th to around the 30th, the migrating speed was over 50,000 to 100,000 per day, but now it has dropped to just over 10,000. What is the reason for this decline? If it was previously possible to migrate over 100,000 per day, why has it changed? The CT has stated that they will OM until the first quarter of this year to bring the migratiion in line with KYC amounts. However, if it's technically feasible to achieve a higher migration speed, why isn’t it being done? The answer is quite simple: it depends on what everyone does with the Pi after such large migration numbers. If pioneers rush to buy and sell, hold onto their Pi coins, or trade at low value, it will impact the speed and efficiency of the next migration in these regions. This principle is not only theoretically valid but has proven true in practice. For instance, countries like the Philippines, Indonesia, and Malaysia have a solid educational foundation in GCV. Most pioneers there are highly aware of the risks involved in participating in the black market, which allows them to generate a substantial amount of GCV data. As a result, their migration speed is notably fast, and there are many large wallet migrated. To help the CT regain momentum, we all need to cooperate. Engage with the migrated Pi and participate in the GCV barter ecosystem. Be cautious of individuals who aim to deceive you for personal gain; devaluing the Pi often serves as a tactic to exchange something small for your valuable treasure. It's crucial to educate pioneers about the true value of what they hold and encourage them to avoid dishonest practices. I urge everyone to actively participate in partial Pi and partial FIAT barter. The more GCV data we generate, the more secure our wallets will be. Therefore, it's important for everyone to read and share the Pioneer Handbook I wrote which has been translated into 30 languages to raise awareness among pioneers. By learning from the Pioneer Handbook and participating in GCV bartering, we can improve China's migration efforts and foster ecological development. This stability can ensure that the value of our Pi endures for future generations, rather than becoming worthless in a few years. Wouldn't that be something we want to preserve for our children and grandchildren? Today's message is lengthy but very important, and I hope you take the time to understand it. I wish our Guizhou Zunyi Conference great success! Thank you to all GCV Ambassadors, Merchants, and Pioneers for your incredible support! Your efforts today are planting the seeds for a prosperous future, and I hope you find safety and fulfillment in the days to come. May your wishes come true! Wishing you health and happiness! Let’s work together to create a better future! I also hope you all have a joyful Chinese New Year! Doris Yin 🪷🪷🪷 Founder, Global GCV Movement January 12, 2025
0:14

**Doris Yin Speech at China Guizhou Zunyi GCV Barter Conference** Hello to the community leaders, GCV ambassadors, merchants, and pioneers of GCV Guizhou in China! Today is January 12, 2025, marking the first GCV Barter Conference in China in New Year and the 13th Barter Conference overall. I would like to extend my sincere gratitude to the organizers of this conference, the Guizhou Zunyi GCV Community, and the co-organizers, Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd. I also want to acknowledge the following GCV ambassadors for their active dedication and contributions to this conference: **GCV Ambassador of China:** - Yang Zhizhong - Cai Zaiqiao **Ambassadors of Guizhou Province GCV:** - Wang Shiqiong - Cai Weisheng - Guo Jiaqing **Zunyi GCV Ambassadors:** - Wang Jianbo - Luo Nanlu **GCV ambassadors at the district and county level in Zunyi City** Additionally, I would like to express my heartfelt thanks to our numerous GCV merchants and sponsors. Without your support, we would not have been able to hold such a grand and large-scale event. Today's gathering in Zunyi, a sacred site of the revolution, reminds me of the Red Army's 25,000-mile Long March. Their perseverance and sacrifice continue to inspire us. The Zunyi Conference took place from January 15 to 17, 1935, and exactly 90 years later, we are gathered here today. The defining characteristics of the Zunyi Conference included the commitment to uphold the truth, correct mistakes, establish the correct leadership of the Party Central Committee, and creatively develop and implement strategies that fit the nature of the Chinese revolution. Today, our Zunyi Conference will also be recorded in the history of blockchain, as every effort you have put in has contributed to building a strong network ecosystem. Our partial fiat and partial distribution policy serves as a solution for the rapid development of the ecosystem during the closed mainnet of the Pi Network. As we all know, the first quarter of this year will bring about the successful mainnet launch of Pi Network. After six long years of challenges and perseverance, all of our pioneers will have the opportunity to witness this significant historical moment. What an exciting and proud day this will be! It has not been easy for everyone to persist through these six years; it requires great blessings, unwavering faith, and the courage to overcome difficulties. Today, our pioneers in Zunyi, Guizhou Province, gathering for this GCV barter conference holds great significance. I see that ten companies are providing products for barter, with nine companies, including Guizhou Meitan County Daoqin Hospital and Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd., sponsoring this event. Once again, I extend my heartfelt thanks to all of you. The GCV Barter Conference serves multiple purposes. It is not only about creating GCV data or demonstrating the strength of our China region to CT, but also about showing how closely we align with their vision and mission. Additionally, it provides robust evidence for a substantial number of KYC and migration initiatives in China. More importantly, what we do today aims to boost China’s future economic development. Once the main network of the Pi Network is launched, we anticipate a significant demand for Chinese products from numerous international pioneers, which will in turn generate a large volume of export orders. At the same time, there will be international merchants looking to export their products to China. Once OM, import and export transactions will be conducted using the new currency, facilitating the vision of a stable currency and enabling seamless and reliable exchanges with fiat currency. Therefore, the merchants who engage now will have the advantage of being early adopters. The Pi Network offers a partner program and a MapofPi program. To participate in the partnership, businesses are required to have a company website. We invite businesses with websites to join us. However, if you do not have a company website, you can still join the Mapofpi program, which encompasses a wide range of industries, allowing participation from both large companies and small traders. Registration for the Mapofpi does not require a business license or website; various entities including shops, hospitals, schools, hair salons, accounting firms, law firms, restaurants, and hotels are welcome to register. Please select an active merchant and support GCV at $314,159. Prior to the OM launch, it is advisable to use partial fiat currency and partial Pi to ensure that merchants can cover their costs and fulfill their tax obligations. Recently, on January 9, we established the China GCV Industry Chain Alliance, which aims to create an industrial chain that facilitates the circulation of Pi among merchants, thereby reducing the burden of exchanging fiat currency after OM. During the enclosed mainnet, you can assist merchants in registering as Pi Network Partners and Mapofpi . Ms. Lumari is our Global GCV CT executive director and her goal is to have 200,000 registered Mapofpi merchants worldwide. My personal target is to reach 100,000 registered merchants in China alone. This goal is achievable given the over 58 million enterprises and more than 20 million pioneers in China. If we can effectively convey that Pi Network WEB 3.0 blockchain technology will significantly enhance human productivity and that the business opportunities from accepting partial Pi and partial FIAT during the 60 days before OM will present numerous benefits and minimal risks to merchants, then it is likely that no merchant will be unfavorably surprised by the initiative. This strategy offers a multitude of advantages with virtually no downsides. Furthermore, it benefits pioneers by allowing them to transfer purchasing power to the community and minimize fiat currency expenses in their daily life. Consequently, the GCV data we generate will significantly benefit the Chinese pioneers, as a large number of registered merchants can transform the China region from a high-risk area to a safe zone. Not only can this region be promoted to a VIP area, which would enjoy expedited KYC and mapping processes, but it will also allow pioneers and merchants to thrive together in our ecosystem. This collaboration will enhance the prosperity of our country and empower the China region to contribute to the welfare of communities worldwide. Once OM, it will play a crucial role in the economic development of both China and the world. If you pay attention to our migrartion speed, you might have noticed that it has slowed down recently. From December 17th to around the 30th, the migrating speed was over 50,000 to 100,000 per day, but now it has dropped to just over 10,000. What is the reason for this decline? If it was previously possible to migrate over 100,000 per day, why has it changed? The CT has stated that they will OM until the first quarter of this year to bring the migratiion in line with KYC amounts. However, if it's technically feasible to achieve a higher migration speed, why isn’t it being done? The answer is quite simple: it depends on what everyone does with the Pi after such large migration numbers. If pioneers rush to buy and sell, hold onto their Pi coins, or trade at low value, it will impact the speed and efficiency of the next migration in these regions. This principle is not only theoretically valid but has proven true in practice. For instance, countries like the Philippines, Indonesia, and Malaysia have a solid educational foundation in GCV. Most pioneers there are highly aware of the risks involved in participating in the black market, which allows them to generate a substantial amount of GCV data. As a result, their migration speed is notably fast, and there are many large wallet migrated. To help the CT regain momentum, we all need to cooperate. Engage with the migrated Pi and participate in the GCV barter ecosystem. Be cautious of individuals who aim to deceive you for personal gain; devaluing the Pi often serves as a tactic to exchange something small for your valuable treasure. It's crucial to educate pioneers about the true value of what they hold and encourage them to avoid dishonest practices. I urge everyone to actively participate in partial Pi and partial FIAT barter. The more GCV data we generate, the more secure our wallets will be. Therefore, it's important for everyone to read and share the Pioneer Handbook I wrote which has been translated into 30 languages to raise awareness among pioneers. By learning from the Pioneer Handbook and participating in GCV bartering, we can improve China's migration efforts and foster ecological development. This stability can ensure that the value of our Pi endures for future generations, rather than becoming worthless in a few years. Wouldn't that be something we want to preserve for our children and grandchildren? Today's message is lengthy but very important, and I hope you take the time to understand it. I wish our Guizhou Zunyi Conference great success! Thank you to all GCV Ambassadors, Merchants, and Pioneers for your incredible support! Your efforts today are planting the seeds for a prosperous future, and I hope you find safety and fulfillment in the days to come. May your wishes come true! Wishing you health and happiness! Let’s work together to create a better future! I also hope you all have a joyful Chinese New Year! Doris Yin 🪷🪷🪷 Founder, Global GCV Movement January 12, 2025

Doris Yin 东方紫莲🪷

18,339 Aufrufe • vor 1 Jahr