Immutable Edge 🧵 retweeted
There’s this recent pull toward old money, old values, and a kind of constant déjà vu. At the same time technology keeps moving. The combination makes mechanical, nuclear, fusion, or just plain hard engineering startups feel more interesting than another virtual product. Virtual starts to look boring next to something you can actually touch.
The Alaska version is still the extreme case: one person, a bunch of robots, becomes a billionaire by going after a commodity. Even short of that, a friend who put $100k into some ai/robot investment in your city and is now pulling $50k a year in real income. Not paper gains.
A strong business cycle usually compresses stock multiples, good earnings isn´t good for stocks. Economies of scale will matter eventually (the biggest players and their robot fleets just get bigger), but that feels like a longer-term force. In the meantime the capital needed for real operations is large, so more money has to go somewhere other than stocks.
What would you tell a friend with $100k and no stock/crypto market knowledge: spend time learning the AI/products side and try to build real operations, or just throw it into stocks and memes and gamble?
Contrary to the current narrative, we might be closer to the top of financial content consumption compared to real engineering for people under 30s.
Some people say Iran war has been bad for US ....
Worldwide capital financing US tech leadership for next 30 years, so bad for US ....
The last election briefly shifted the story: the state, not “the rich,” was the main source of problems. DOGE was the test of whether that idea could actually be executed— Which flopped . The default framing then returns: the rich are the problem, so the solution is more state power. A failed attempt to shrink government re-legitimizes the case for a larger one.
Massive L for @elonmusk to have failed on its tasks, which not is reflexive to the pressure he will have.
Immutable Edge 🧵 retweeted
Thank you @ImmutableSOL for reminding me.
BABA and xiaomi is rallying hardly right now in HSTECH
Up 8% today.
Trump moves on Iran was great to secure AI dominance.
Now with Dems:
1- More preassure end war = Positive china
2- More internal fights instead of external = Positive China
3- Higher preassure on US AI buildout = Lower US rates = Positive China.
Tokenization is bearish for 90% + of crypto tokens
All that chinese money will continue to diversify off $ETH etc into Tokenize stocks, Stablecoins and some BTC.
Billions badly allocated, a lot of bubble to burst.
Immutable Edge 🧵 retweeted
@ChairmanSelig Releases Statement on Equity Perpetual Futures: cftc.gov/PressRoom/PressRele…
Welcome $ICE, @standuquesne
Hyperliquid.
Only crypto asset worth pitching to Tradfi.
I bet every crypto institution pitching to TradFi can only talk about $HYPE.
This is the first protocol you can genuinely pitch to TradFi: $1 billion in buybacks in 6 months, insane growth, builder codes, HIP3, 97% buybacks...
Nothing is easier to pitch.
The Iran war locked in US tech leadership for the next 50 years while the rest of the world fights oil and food costs. Once the war ends and financial conditions ease, there’s a clear incentive to pop the bubble — otherwise catch-up trades like Shanghai 50 start looking very interesting.
They are even crashing coinbase.
"COINBASE GLOBAL INC: SOME USERS MAY CURRENTLY BE UNABLE TO CONVERT BRL TO BUY/SELL CRYPTO ON COINBASE"
OPEN AI has 0 data retention
Antrophic has 30 days data retention on Fable.
WOW so unexpected the result ....
wow what a surprise that after Antrophic launches models with no data retention the consumption surge vs open ai... lol
nitter.gq/PeterJ_Walker/status/2…
Immutable Edge 🧵 retweeted
between higher exploration because of AI and dollar devalue, makes sense commodities go up but at end of the day royalty land owners will be the main benefactors.
Exploration should go up but costs might go down due to robotics.
Everyone’s talking local models, but for small/old companies isn’t the cyber risk of going on-prem pretty high? Constant dynamic defense needed + no hyperscaler to back you if an incident happens.
Also odd that many cybersecurity stocks are so expensive — some individual ones valued like big slices of Amazon while AMZN has massive traffic share and strong cyber offerings.
Underrated point for hyperscallers, no ?
There’s this recent pull toward old money, old values, and a kind of constant déjà vu. At the same time technology keeps moving. The combination makes mechanical, nuclear, fusion, or just plain hard engineering startups feel more interesting than another virtual product. Virtual starts to look boring next to something you can actually touch.
The Alaska version is still the extreme case: one person, a bunch of robots, becomes a billionaire by going after a commodity. Even short of that, a friend who put $100k into some ai/robot investment in your city and is now pulling $50k a year in real income. Not paper gains.
A strong business cycle usually compresses stock multiples, good earnings isn´t good for stocks. Economies of scale will matter eventually (the biggest players and their robot fleets just get bigger), but that feels like a longer-term force. In the meantime the capital needed for real operations is large, so more money has to go somewhere other than stocks.
What would you tell a friend with $100k and no stock/crypto market knowledge: spend time learning the AI/products side and try to build real operations, or just throw it into stocks and memes and gamble?
Contrary to the current narrative, we might be closer to the top of financial content consumption compared to real engineering for people under 30s.