hey! i’m new to sf so here’s a lil intro :) >trilingual host >content creator on the side >deep in ai & crypto >here to make genuine connections >always hunting for good food spots taking a break from work and honestly obsessed with sf cold summer 😂 will be here until end of the month. if you’re around and down for a coffee chat, or want to recommend good food place, lmk 👀🧡

stayed a month at NS, my honest take: > free food is healthy but not tasty (cafe food is great tho) > room is moldy and VERY humid. i empty the dehumidifier 3x a day > housekeeping is meh. had to ask for new sheets because mine came stained > "starting from $1.5k" means sharing a room with someone. a private room is $3k/month. that's steep relative to JB, where $1.5k gets you a fully furnished 2BR villa and food won't even cost $500/month > lots of genuinely nice people tho >lots of builders and founders, but also plenty of people job hunting, so there's zero pressure to be a founder to fit in i left halfway through my stay because it just doesn't fit me. but i've seen a lot of people genuinely enjoy it, so it really depends on your personality too :)

so with KOSPI's black friday, where is smart money in Korea circling now? Battery stocks. why? AI data centers run 24/7 and consume insane amounts of electricity. Power grids need giant warehouse sized batteries to store and manage all that energy. That's ESS: basically a power bank, but for an entire city. Korea's battery giants: LG Energy Solution, Samsung SDI, SK On, build exactly that. These stocks got crushed when EV sales slowed down. But AI data centers? a demand the market hasn't priced in yet. Cheap stock with fresh catalyst. NFA dyor. just what the pros in Korea are saying right now👀

remember I said every investor in Korea was watching Micron's earnings? because Micron $MU is their 풍향계 (their weather vane for the entire chip market) well Micron just reported $41 billion in revenue. record numbers beat by a mile SK Hynix: Up 13% today. and just announced a $29 billion Nasdaq listing. Samsung: Up 5%. KOSPI: Up 5%. exactly like the weather vane said!!!

wall street and tradfi coming on chain, something we're seeing more and more these days, has undoubtedly grown the pie for everyone. but it didn't just bring money to Bitcoin. It came with strings attached. bitcoin today reacts more to liquidity cycles than ideology. when risk assets sell off, bitcoin:native often gets dragged along with them. as @anndylian put it: "the day people buy Bitcoin because they're afraid dollars won't buy food anymore, that's the day the correlation breaks permanently." maybe the real test of the "digital gold" thesis only begins when faith in fiat itself starts to crack wdyt? has Bitcoin simply become another wall street asset?

One of the most interesting people I’ve had the chance to meet. @anndylian is incredibly knowledgeable and insightful, yet also very down-to-earth and easy to talk to! I think we ended up chatting for more than two hours straight! If you haven’t had the chance to hear from Anndy before, this is definitely an episode you won’t want to miss. Set a reminder🔔

Spent the last few weeks sitting down with creators, builders, educators who are quietly shaping the next chapter of blockchain. A lot of honest, unfiltered stories about the real challenges and breakthroughs happening onchain. We’ve already dropped 9 episodes of @binance's Blockchain 100 Series, including @scottmelker, @benjamincowen, @CryptoHayes, @EleanorTerrett, @Jackyi_ld, @DoveyWan, @justinsuntron ...and we’re just getting started. Next 90 guests to go. Who do you want to see in the hot seat next? Drop their @ below and tell me why they deserve the mic 👇