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"Value capture is incredibly difficult, and the market is leaking its value at an unbelievable pace at all times." Eddy Lazzarin ☀️ with a counterintuitive take: "Entrepreneurs are so obsessed with value capture... not because it's serving their greed at every turn. It's actually because value capture is incredibly...

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a16z crypto

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10,959 просмотров • 1 месяц назад •via X (Twitter)

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Sahil Bloom reveals to make $1,000,000/year you NEED to create $10,000,000 of value for others “To earn $1,000,000/year, you have to create $10,000,000 a year of value. And if you do that, you actually probably will in some way. Like you'll probably capture enough of that value to make that money. But like value creation is what making money is about. The recipe for making a whole lot of money is not that difficult. It is just create value and then receive value. And creating value is just identifying problems, creating solutions, and then scaling those solutions. At all points in time, if you're trying to make money, you need to be doing one of those.”
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Sahil Bloom reveals to make $1,000,000/year you NEED to create $10,000,000 of value for others “To earn $1,000,000/year, you have to create $10,000,000 a year of value. And if you do that, you actually probably will in some way. Like you'll probably capture enough of that value to make that money. But like value creation is what making money is about. The recipe for making a whole lot of money is not that difficult. It is just create value and then receive value. And creating value is just identifying problems, creating solutions, and then scaling those solutions. At all points in time, if you're trying to make money, you need to be doing one of those.”

The Iced Coffee Hour

12,895 просмотров • 1 месяц назад

O’Leary: A tariff is an input cost… what we're doing here is self-imposed. But it's not entirely crazy… Most countries on Earth have what's called a value added tax, a consumption tax. We don't apply that here in America because it's very unpopular as an idea. This tariff is exactly that. It's a consumption tax. It's called something else. It's kind of interesting. That's how it's happened.
1:44

O’Leary: A tariff is an input cost… what we're doing here is self-imposed. But it's not entirely crazy… Most countries on Earth have what's called a value added tax, a consumption tax. We don't apply that here in America because it's very unpopular as an idea. This tariff is exactly that. It's a consumption tax. It's called something else. It's kind of interesting. That's how it's happened.

Acyn

111,367 просмотров • 1 год назад

In Rust, error handling is opt-out, not opt-in. Alice Ryhl (Rust for Android at Google, Rust language advisor & Tokio maintainer) explains: “The other thing I think is quite good is error handling. So on one hand, Rust doesn't really use exceptions, so it actually returns the error as a value. So you return a value that's, using an enum, either the result or the error. And the way this is done is that there's an operator `?` - so you write: my_function and then a question mark at the end - which means if this function fails, return the error. So it's really easy to handle errors but it's not serial characters like it is with exceptions, so it's explicit. On the other hand, if you forget to put the question mark, that's a compilation error. So you have to check it, and of course you can also have it manually, but the point is it's this idea of there are these things where you write some code and there's some implicit error condition you didn't think of and now you just took down your server or something.”
1:13

In Rust, error handling is opt-out, not opt-in. Alice Ryhl (Rust for Android at Google, Rust language advisor & Tokio maintainer) explains: “The other thing I think is quite good is error handling. So on one hand, Rust doesn't really use exceptions, so it actually returns the error as a value. So you return a value that's, using an enum, either the result or the error. And the way this is done is that there's an operator `?` - so you write: my_function and then a question mark at the end - which means if this function fails, return the error. So it's really easy to handle errors but it's not serial characters like it is with exceptions, so it's explicit. On the other hand, if you forget to put the question mark, that's a compilation error. So you have to check it, and of course you can also have it manually, but the point is it's this idea of there are these things where you write some code and there's some implicit error condition you didn't think of and now you just took down your server or something.”

The Pragmatic Engineer

52,059 просмотров • 1 месяц назад

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
3:36

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

169,258 просмотров • 2 месяцев назад

John: What's interesting about Ilya and SSI is that it's a venture-style bet: let the scientists experiment, maybe it will work out, and if it works it's huge. The expected value is high. What's crazy is that it's a venture-style bet at growth scale. And it's a massive amount of capital for something where the consensus is: "If he solves it, it's incredibly valuable, and he leap frogs everything. And if not, maybe he just gets lost in a sea of research and never really produces anything." Also: this type of capital deployment has been happening internally at Google for a long time, but it hasn't been that big of a deal because they have the engine for it.
1:14

John: What's interesting about Ilya and SSI is that it's a venture-style bet: let the scientists experiment, maybe it will work out, and if it works it's huge. The expected value is high. What's crazy is that it's a venture-style bet at growth scale. And it's a massive amount of capital for something where the consensus is: "If he solves it, it's incredibly valuable, and he leap frogs everything. And if not, maybe he just gets lost in a sea of research and never really produces anything." Also: this type of capital deployment has been happening internally at Google for a long time, but it hasn't been that big of a deal because they have the engine for it.

TBPN

71,508 просмотров • 7 месяцев назад

All 11 sectors are firing on all cylinders, and the reason is people talk a lot about AI in a negative way, but the truth is it's found its way into all 11 sectors, added margin, and added productivity. Numbers are showing up in cash flow and earnings. It's that simple. No one saw this coming. It's just one of those serendipitous moments where technology adds a lot of value to an economy. It's doing it here. It's doing it all around the world.
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All 11 sectors are firing on all cylinders, and the reason is people talk a lot about AI in a negative way, but the truth is it's found its way into all 11 sectors, added margin, and added productivity. Numbers are showing up in cash flow and earnings. It's that simple. No one saw this coming. It's just one of those serendipitous moments where technology adds a lot of value to an economy. It's doing it here. It's doing it all around the world.

Kevin O'Leary aka Mr. Wonderful

22,110 просмотров • 2 месяцев назад

The Kimber 2011 Pro Minotaur is like Dennis Rodman: flashy and a little weird at first, but an absolute monster when it's game time. Shoots beautifully and feels way more expensive than it is. A mid-tier value proposition that's worth every penny.
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The Kimber 2011 Pro Minotaur is like Dennis Rodman: flashy and a little weird at first, but an absolute monster when it's game time. Shoots beautifully and feels way more expensive than it is. A mid-tier value proposition that's worth every penny.

Colion Noir

16,267 просмотров • 10 месяцев назад

ELON: ANALYSTS LOOKING IN THE REARVIEW MIRROR DON’T GRASP THE VALUE OF TESLA’S FSD “Nothing like that has ever happened before. There is no analogy. There's never been something where a software update increased the value of a gigantic asset base by a factor of like 500% to 1000%. So it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10-million vehicle fleet has 5 to 10 times the usefulness. It's so profound and there's no comparison with anything in the past that it does not compute. But it will compute in the future. And some people like Cathie Wood at Ark Invest do see the future. So what I'm saying is, hang on to your stock.” Source: Tesla All-Hands, March 2025
1:00

ELON: ANALYSTS LOOKING IN THE REARVIEW MIRROR DON’T GRASP THE VALUE OF TESLA’S FSD “Nothing like that has ever happened before. There is no analogy. There's never been something where a software update increased the value of a gigantic asset base by a factor of like 500% to 1000%. So it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10-million vehicle fleet has 5 to 10 times the usefulness. It's so profound and there's no comparison with anything in the past that it does not compute. But it will compute in the future. And some people like Cathie Wood at Ark Invest do see the future. So what I'm saying is, hang on to your stock.” Source: Tesla All-Hands, March 2025

Mario Nawfal

75,918 просмотров • 1 год назад

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀
3:10

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

259,885 просмотров • 11 месяцев назад

Raoul Pal's take on why Ethereum still leads: it's not price, but density. "Ethereum is the densest intelligence network" - more activity, more intelligence, more DeFi economic value than anything else. Metcalfe's Law says the economic value of a network is the square of its users. Lose that density and "all of that economic value and future economic value has gone." FT Raoul Pal Real Vision
1:12

Raoul Pal's take on why Ethereum still leads: it's not price, but density. "Ethereum is the densest intelligence network" - more activity, more intelligence, more DeFi economic value than anything else. Metcalfe's Law says the economic value of a network is the square of its users. Lose that density and "all of that economic value and future economic value has gone." FT Raoul Pal Real Vision

Milk Road

19,689 просмотров • 2 месяцев назад

Charlie Kirk fiercely opposed Islam, warning “Islam is taking over by force — It's power, it's domination, subjugation, conquer, conquest” “In Islam, in the verses, you are allowed to lie, you are allowed to deceive, in front of God as long as it advances the aims and goals of Islam. Foreign concept to those of us as Christians, because what is the ultimate value claim of Christianity? It is truth — In Islam, it is not truth. Truth is not the ultimate Islamic value. It's not. It's power, it's domination, subjugation, conquer, conquest. You see, we are called to make disciples of all nations. By winning them over, by converting them with songs, praise, teaching, scripture, prayer. Islam is taking over by force. There's a reason why it is a religion of the sword”
0:56

Charlie Kirk fiercely opposed Islam, warning “Islam is taking over by force — It's power, it's domination, subjugation, conquer, conquest” “In Islam, in the verses, you are allowed to lie, you are allowed to deceive, in front of God as long as it advances the aims and goals of Islam. Foreign concept to those of us as Christians, because what is the ultimate value claim of Christianity? It is truth — In Islam, it is not truth. Truth is not the ultimate Islamic value. It's not. It's power, it's domination, subjugation, conquer, conquest. You see, we are called to make disciples of all nations. By winning them over, by converting them with songs, praise, teaching, scripture, prayer. Islam is taking over by force. There's a reason why it is a religion of the sword”

Wall Street Apes

144,433 просмотров • 8 месяцев назад

Robert Zemeckis on 'Contact' (1997): "'Contact' is a very large-scale movie; it's about an idea that is incredibly huge, but it's all held together by a story that's as simple as you can get. It's a story about two people, and it's a story about two people which is simple-- because their ideology keeps them apart and they're actually two people who love each other and that becomes the chemistry that allows this idea that is as big as the universe to explode on the screen."
2:09

Robert Zemeckis on 'Contact' (1997): "'Contact' is a very large-scale movie; it's about an idea that is incredibly huge, but it's all held together by a story that's as simple as you can get. It's a story about two people, and it's a story about two people which is simple-- because their ideology keeps them apart and they're actually two people who love each other and that becomes the chemistry that allows this idea that is as big as the universe to explode on the screen."

DepressedBergman

112,900 просмотров • 10 месяцев назад

This will change how you see the stock market. Serial investor JL Collins explains stock market investment using the beer analogy: "When most people look at investment news, it's all this churning and trading; what stocks are hot right now, what stocks are falling. That's not the simple path to wealth; that's the foam." "The value of a stock is a combination of two things: the beer and the foam." "The beer is the fundamental operating value of the company; the sales, expenses, and profits while the foam is what the market determines the stock is worth based on emotions and speculation."
1:29

This will change how you see the stock market. Serial investor JL Collins explains stock market investment using the beer analogy: "When most people look at investment news, it's all this churning and trading; what stocks are hot right now, what stocks are falling. That's not the simple path to wealth; that's the foam." "The value of a stock is a combination of two things: the beer and the foam." "The beer is the fundamental operating value of the company; the sales, expenses, and profits while the foam is what the market determines the stock is worth based on emotions and speculation."

Fibonacci 🥷

43,392 просмотров • 2 месяцев назад

We are in an extended period of price discovery. Why is XRP selling at $1.35 and Bitcoin, backed by Jeffrey Epstein and used in child trafficking, with little real value in terms of utility valued at 68.5K? It is because prices are being manipulated by the Deep State Parasites. The prices of cars, houses, food, all things are being controlled by these Satanist Elite Hybrids and the fake fiat money. When the world shakeup is over. And indeed eggs must be broken to make an omelet, the manipulation will end. Prices will return to 1955 levels. All things will be priced according to their inherent market value. The matrix control grid is dissolving, one deep state operative at a time. We are returning to an age of purpose and value. All money will be backed by tangible assets, and we will value our time, our family, friends, and above all, our creative purpose, once again.
2:06

We are in an extended period of price discovery. Why is XRP selling at $1.35 and Bitcoin, backed by Jeffrey Epstein and used in child trafficking, with little real value in terms of utility valued at 68.5K? It is because prices are being manipulated by the Deep State Parasites. The prices of cars, houses, food, all things are being controlled by these Satanist Elite Hybrids and the fake fiat money. When the world shakeup is over. And indeed eggs must be broken to make an omelet, the manipulation will end. Prices will return to 1955 levels. All things will be priced according to their inherent market value. The matrix control grid is dissolving, one deep state operative at a time. We are returning to an age of purpose and value. All money will be backed by tangible assets, and we will value our time, our family, friends, and above all, our creative purpose, once again.

Eli Weber

77,722 просмотров • 4 месяцев назад

Elon Musk: In America, we underweight the value of manufacturing. Jay Leno: “You're the only person I've heard talk eloquently about the actual manufacturing, because that's the hard part. Anybody can draw a rocket.“ Elon: “Manufacturing is by far harder than the design. I mean, there's an old saying, it's like 1% inspiration, 99% perspiration. I think it might actually be 99.9% perspiration. Actually, in America, I'd say we underweight the value of manufacturing. Manufacturing is extremely important, fundamental, and a very difficult thing to do. Even making prototypes of the rocket is easy compared to manufacturing a whole bunch of them.” From: Jay Leno Garage, September 21, 2022
0:31

Elon Musk: In America, we underweight the value of manufacturing. Jay Leno: “You're the only person I've heard talk eloquently about the actual manufacturing, because that's the hard part. Anybody can draw a rocket.“ Elon: “Manufacturing is by far harder than the design. I mean, there's an old saying, it's like 1% inspiration, 99% perspiration. I think it might actually be 99.9% perspiration. Actually, in America, I'd say we underweight the value of manufacturing. Manufacturing is extremely important, fundamental, and a very difficult thing to do. Even making prototypes of the rocket is easy compared to manufacturing a whole bunch of them.” From: Jay Leno Garage, September 21, 2022

ELON CLIPS

42,304 просмотров • 1 год назад

Terrence McKenna in an interview in 1998: "I think it's just going to get weirder and weirder and weirder, and finally, it's going to be so weird that people will have to talk about how weird it is. [...] This is what it's like when a species prepares to depart for the stars. You don't depart for the stars under calm and orderly conditions. It's a fire in a madhouse, and that's what we have - the fire in the madhouse at the end of time. This is what it's like when a species prepares to move on to the next dimension."
4:39

Terrence McKenna in an interview in 1998: "I think it's just going to get weirder and weirder and weirder, and finally, it's going to be so weird that people will have to talk about how weird it is. [...] This is what it's like when a species prepares to depart for the stars. You don't depart for the stars under calm and orderly conditions. It's a fire in a madhouse, and that's what we have - the fire in the madhouse at the end of time. This is what it's like when a species prepares to move on to the next dimension."

𓆝𓆜𓆞𓆢

26,389 просмотров • 11 месяцев назад

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.
1:19

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.

Etherealize

151,418 просмотров • 2 месяцев назад