i don’t think anyone can confidently say that ai stonks are currently expensive, cheap, or fairly priced. that requires a crystal ball in future ai breakthroughs, the supply chain, credit markets, politics, and macro. and such a person simply does not exist. however, charts, investor psychology, and positioning suggest that the ai trade was almost certainly a big bubble. and when bubbles burst, they will always overshoot. so, what would give me the confidence to buy ai stonks in size is not “fundamentals”, that’s just too hard. it’s when charts look like they are finally going thru a lengthy bottoming process, investor psyche is utterly and thoroughly damaged, and ai is dismissed as a worthless fad on cnbc. still the most important technology of the decade but patience will be rewarded.

not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.

if u r bearish because “ai breaks crypto”, one observation that should give u pause is that a looot of ppl seem to think this is a quantum computer story, when it’s in fact a classical algorithm story. i bet 99% of ppl who sold their coins don’t even know wtf the difference is.

A startup should never take no for an answer. When there's an obstacle in your way, you find a creative way around it and do whatever it takes to obliterate it. It can be as creative as Canva's founders cold calling schools from their mother's living room and mailing physical yearbooks to convince customers to try their software. Be creative. Be resourceful. Be relentless.

no one can break cryptography except for mayyybe a handful of labs and governments and even if they do they are not going to hack ur coins for a tiny gain while revealing they have a nuclear weapon so chill the fuck out

clarity reject, rate hike, bonds falling, quantum fud, ai breaking cryptography fud, yet we are higher than we were a month ago. we’ll be climbing a wall of worry for the next 3 years and u will be sidelined.

African entrepreneurs operate globally. Their banking should too. @cloud9_money (ALL18) brings local currencies and stablecoins into one app to send, receive, spend, save and invest across borders. Already 25,000+ accounts opened. Congrats to @teshmbaabu and the team on the launch.

a truth hidden in plain sight: every big tech and frontier lab is going to become a bio company - google: demis' alphafold & isomorphic - meta & microsft: esm & bioemu protein models - nvidia: bionemo software stack for biochemical models, joint lab with eli lilly - openai & anthropic: both making the rounds about breaking into bio, strong bio reasoning models, wet lab - elon's empire: likely crossover between neuralink and xai (eg controlling ai with ur mind) - apple & amazon: not as frontier, but consumer health devices, onemedical acquisition, pharmacy mastering the most complex machine created by nature/god (the human body) is the ultimate test of superintelligence

Confessions of a Unicorn Founder is almost here. The best decisions. The worst mistakes. Hear from the founders who made them, and bring a confession of your own. Join us in Singapore during TOKEN2049. RSVP →

the crypto era of the 2010s and early 2020s will forever be goated. anyone on the planet with an internet connection was able to own eventual trillion dollar assets at sub billion dollar valuations. by contrast almost every other tech wave including ai begins in the silicon valley, where only a handful of ppl already close to the room are able to get extraordinarily wealthy.

Daybreak (@daybreak_fi — ALL15) splits tokenized stocks into their underlying business lines, so you can trade Starlink inside SpaceX or Youtube inside Alphabet. Companies are portfolios of businesses. Now you can trade them that way. Congrats on the launch @ademplabbers and @srhhadron

Meet Tesh Mbaabu, founder of Cloud9 and part of Alliance’s ALL18 cohort. He grew up in Ngong, Kenya, in a family of entrepreneurs. Both his grandfathers ran businesses and his mother ran her own law firm. He went on to build, scale, and sell a travel startup. Now he’s building a digital bank. 10+ years of building. Still all in.