Pro disintermediation. Pro singularity. Following the energy/compute @rektbrands fanboy
Joined August 2021
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Filch retweeted
"god when is meta ever going to launch muse voice they announced it forever ago"
muse:
🤖 Made with AI
Filch retweeted
the greatest crypto thesis/narrative, and the reason why BTC is at a 1.5tn market cap, is the SoV thesis
there has never realistically been anything close to BTC, but now in the current environment that thesis for BTC is legitimately challenged due to quantum/ai etc
there is quite a clear front-runner right now as the challenger, ZEC (actively solving for and made strides wrt privacy+quantum), which is still just 1.5% of the total mkt cap of BTC
in the land of "big coins" (ignore memecoins/lowcaps etc as those always have different r/r profiles), over the course of the upcoming crypto cycle, i really don't see why you would own anything else, because there is literally nothing else that can challenge that narrative...like the SoV narrative is the ultimate king of everything, and we have a unique situation where there are very legitimate reasons why ZEC can challenge BTC imo
for a bit more context, i faded the entire ZEC move for the best part of a year and just labelled it as a scam/KOL thing in my head, but also never really bothered to look into it much coz i wasn't actively trading or investing - probably one of my biggest regrets coz it's one of those things once u spend a bit of time trying to "get it", you really "get it"
without question, the "thesis" has certainly become much stronger, because what was once prophecies of hacks and exploits due to advances in ai/quantum and general technology, has now become a complete and total reality
recent price action and outperformance also shows you what the market is beginning to appreciate
i often ask myself the question "where do i safely keep my cash?" and for a long time BTC was the answer, but that changed in the past couple of years
anyway this is EXACTLY the type of tweet to cause a local top so i'm sorry about that, but for me this isn't like a quick scalp or a 2-3 week trade, i think this is one i'm gonna wanna hold as the cycle progresses, while trying to rotate more profits into it
if ur hating on it, which a lot of CT does, my only advice is to be honest and ask urself if u actually ever spent some good time trying to think things through and understand it, and if u have then fair enough, but if u haven't then i suggest u do, coz that's what changed it for me
cheers
Filch retweeted
Every CEO I talk to wants every dollar their business spends on tokens to be visible, attributable, and controllable, like any other spend.
At Ramp, we’re building the accounting platform for inference.
Our cost per million tokens is down about 80% this year while token usage is way up. We want to help every business get to this (and better) outcomes.
Filch retweeted
Ramp is ultimately a time and money company operating in a large market, incredible talent density, and ability to ship products that customers want with velocity, and one of the best GTM engines in the game.
This paired with high ambition from the top down that anything is possible is a dangerous combination
If you believe in this thesis, the latest round is cheap
Filch retweeted
prompting in context with words is not the only way to supply knowledge to LLMs
in this work, we show that we can supply the same knowledge efficiently through latent representations directly with adaptive self study
this opens the door to encoding company data into models with reusable composable cartridges
Filch retweeted
YEET ESPORTS is here - gaming news, releases, updates, memes and more.
All in one place.
Filch retweeted
New YEET ESPORTS page is here!
$50 to 4 random people who:
- Follow @yeetesportshq
- Comment, like and repost.
YEET it!
Filch retweeted
There are now over 260 U.S. cities where starter homes average over $1M, up from 80 pre-COVID, says @RyanSerhant.
"The first-time starter price before COVID — there were 80 cities in the United States where a starter home was $1M and above. And that was a lot."
"Today, it's just over 260 cities. Where a starter home is $1M and above. So $1M no longer means you made it, it's now just the entry price."
He says the real estate market is worse than he previously would have thought possible:
"We're going to do less in home sales this year in the United States than we ever thought. September had fewer pending contracts in any single month in 30 years."
Jordi: "Worse than '08 and 2000?"
"In terms of pending contracts, yeah, absolutely. Because rates have spiked — they're up a hundred basis points YoY."
Filch retweeted
I don't think most people realize how much money the government is going to print in the next decade.
Filch retweeted
We can now help trace hidden-camera p*** back to the hotel or rental where it was filmed.
Bad news for the creeps behind it.
Meet Raven.
Filch retweeted
Investors are taking note of Hyperliquid.
The Bitwise Hyperliquid ETF $BHYP has traded over $40,000,000 in the first 3 hours today.
Filch retweeted
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].