Cake
@cakemeta
God is good | @notthreadguy + @rasmr + @insentos + @andyyy + @cryptomanran clipper | your favourite clipper
6.1K Following 18.4K Followers
Raoul Pal says AI agents need crypto because human finance is too slow and even closes on weekends
"You can coalesce capital really fast in crypto so it can find an idea, raise capital for it, exploit the idea, close the business."
"Carbon, we're slow. Silicon, very fast. What we've built is for carbon. It's for humans. We even close on weekends."
"So you need fast blockchains, fast throughput for them to be able to make microtransactions instantaneously at scale."
Show more
Nate says at some point Nvidia stops being a company and starts being an economy, and Long is how you distribute that
"Nvidia is already the largest company out there. Projected to be tens of trillions by 2030. At that point Nvidia almost becomes a country rather than a company. You’re talking about the GDP of Germany."
"When those stocks become economies by themselves, it starts to be more about massive distribution and adoption of the stock."
"One of the coolest things I’m thinking about is how we can pop $AI and get more distribution and ownership around stocks through Long. I’m just looking at our data."
Show more
Guy Young says the October 10 incident crushed open interest worse than FTX and Luna
"I do think this particular bear market had a few different exogenous things that came together that in many different ways were like some of the worst things that could have happened to Ethena."
"I think people don't realize open interest kind of collapsed actually more aggressively than it did in the 2022 bear markets during FTX Luna."
"10/10 was actually worse when it came to the impact on the derivatives market."
Show more
Threadguy says your kids are going to ask what you were doing during Jackson Hole 2026
"We’re going to watch it. It’s going to be long and probably really boring but it’s going to be historic."
"You’re going to think back, what were you doing during the great Jackson Hole Fed chair speech of 2026? ad you’re going to say I was watching it."
"Your kids are going to ask you. What were you doing in 2026 at Jackson Hole when Kevin Warsh spoke? and you’re going to say I was watching it. Be proud of that."
Show more
