Immutable Edge 🧵

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.

Perps and Tokenization will be exactly the same. Traders buying this crypto assets at overvalue valuation and corporations will capture all of the profit LT.

We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit. It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion. In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding. In the post below, we share more details about our new fund. anthropic.com/news/public-be…

$XP is also an interesting broker. Brazilian, 11 P/E, 30% cagr eps since 2019 ipo. Commodity cycle, Bovespa index doing great. interest rate should drop a lot and people search for alternatives. 50% market share why buy a crypto exchange tok?