goodalexander
@goodalexander
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Following
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What comes after Fiat? Founder @postfiatorg.
The Blockchain
Joined February 2009
Multi billion $ btc overhang from old wallet . ETH: somehow down vs Bitcoin on the day.
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Are you trapped in a prison of optionality?. What if you just focused on making one thing increase in value for the next 10 years?.
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I want everyone’s coins to go up. Important to remember that bears are spiritually bankrupt creatures that despite their large stature are easily scared away from your campsite.
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A button that you can push that uncooks your brain . Who is building this.
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Everything happens for a reason . Every punch proves you can take a hit . Every fall proves you can get back up . Eventually it’s a flow state and there’s nothing left except pure instinct . And that’s when nothing will be able to hold you back . Because “you” are no longer there.
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As much as it’s profitable to apply “hyper reality” to assets (ie buying Palantir when there’s nationalism, or buying Bitcoin when there’s money printing) - it’s a reductive and bad approach to life as a whole . Reading Soros later works - you’re left with the picture of an old.
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People without regrets usually haven’t taken any real risks.
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RT @EricBalchunas: Yes, this is what everyone wants, what makes sense and what we think will happen and why we so bullish (95% on most of t….
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My 6 point plan to fight inflation .1) WW2 style deficits with stocks at highs .2) deport all unskilled labor .3) giant tax cuts to companies burning 10% of the nation’s electricity to run chatbots .4) tariffs on biggest trade partners .5) bombing Iran .6) Remove Fed independence.
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sums it all up. "AI doing 30-50% of the work". Headcount +4% year on year. net cash flow from operations: +3.5% year on year
AI is doing 30%-50% of the work at Salesforce, $CRM, CEO Marc Benioff has said.
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Doom thesis rant (only watch if you had a good week - this is somewhat depressing)
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Ambient will be mineable so if you're GPU rich stay locked in for updates from @IridiumEagle and @ambient_xyz.
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in 2018 TSMC had nearly 10% of fab capacity dedicated to Bitcoin mining. in 2025 that number is sub 2% despite huge increase in BTC. Ambient is secured by proof of logits - a new proof of work driven by AI. The future of work is AI. the future of proof of work is ambient.
Investing in @ambient_xyz. I'm excited to announce our investment in Ambient as part of our Crypto Startup Accelerator, to support their mission of building machine intelligence as a currency. Ambient is a useful proof-of-work Layer 1 blockchain that produces AI inference.
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Start ups incinerating investor money on lifestyle spend for clout/hype feels like the second or third inning to me. definitely not early but still a ton of room to run
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every lie you tell yourself requires energy to maintain. like a background process or open database connection. you tell yourself too many lies eventually the energy to maintain the facade crashes the machine . the purpose of honesty isn't morality. it is efficiency.
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btw someone launched a coin last night "DOOM" on SOL. it was not me or anyone I know. incidentally I also did not develop DOOM, the video game where technologists open a portal to hell. The asset I've been talking about is an exchange traded fund (ETF) -- stay frosty.
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here's to the bullish doomers. the ones who buy not because they believe in the numerator. but because they understand that the denominator is going to zero.
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