Mindao
@mindaoyang
Perpetual Optimism | #investing#, AI, crypto, social movement, my opinion is mine (乱弹琴）
1.2K Following 60.7K Followers
the recap rap singlehandedly repegged $STRC to 100
anti–data center populism won’t lengthen AGI
just don’t scale Ethereum.
starve AGI with 40 TPS settlement. In perpetuity.
I'm actually pretty open-minded about the anti-data-center populism.
From everything I've seen from people working on this, reducing industrial-scale hardware availability seems to be both the most practical, and most non-dystopian / non-invasive way to lengthen AGI timelines.
So if the movement that makes that happen starts out with anti-data-center populism, that seems fine?
Of course you have to do things other than going after data centers located in populated areas to really make a dent on AGI timelines (my intuition is that 10-100x compute reduction is feasible in a "static" model of the world, and 100-10000x if you compare to a counterfactual that includes future chip design progress; those numbers *would* make a dent), but there is a first step for everything.
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OpenClaw is the DeFi summer moment for agentic AI.
dividend financing facility, means they won’t be forced to sell bitcoin over the next 21 months
Smart move to freeze the spiral
$MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to 650,000 $BTC.
Time for DATs to reinvent themselves.
Raising money only when markets are insanely expensive is backwards, they should be built to raise when fear is at its peak, like right now @saylor @fundstrat
2022's bear: self-mistake & correction, a clear way out eventually.
2025's bear: identity crisis for builders, VCs, OGs. Wall St takeover, casino-only apps, ghost chains, extractive VCs & MMs, AI cannibalization. No clear path.
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TBH this is the easiest bear market I've ever seen.
Seems like most of you have forgotten what 2022 was like. Luna collapsing, then 3AC, then FTX, then Genesis, BlockFi, Axie, NFTs--pretty much everything felt like a house of cards.
And then after all that stuff collapsed, the BANKS collapsed, stablecoins depegged, Gary Gensler and the president tried to destroy almost every company in the industry--I really wasn't sure how much of this stuff was going to survive.
Compared to that? This is breezy.
Prices have gone down, yeah whatever. Fundamentals are great. Crypto is working.
So relax, get something to eat. Lock in. We'll be fine.
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Alt season finally came, but 2017 vintage
Scalability anxiety is gone this cycle.
Ethereum mainnet is at its most usable in five years, with low gas/high throughput, and plenty of L2s for Fast and Furious chasers.
a small step for building onchain capital market for CNH stablecoin (offshore RMB stablecoin), first such implementation, congrats on the launch @Conflux_Network @AnchorX_Ltd @dForcenet
🚀 Big news! dForce is integrating @AnchorX_Ltd AxCNH, an offshore Chinese Yuan (CNH)-pegged stablecoin, onto our ecosystem. starting with our Money Market Unitus Finance on the @Conflux_Network blockchain!
📅 Launching on Friday October 24th at 14:00 UTC+8!
💰 30,000 CFX in rewards will be distributed for AxCNH suppliers on Unitus for the first two weeks!
🔗 Click here to read the full article:
Or keep scrolling for a recap thread 1/6. 🧵
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Congrats
We’re at the pivotal moment of ZK/acc and privacy/acc
The final stepping stones for Ethereum to transform Wall Street
Announcing Pico Prism, the state-of-the-art zkVM for Ethereum real-time proving. 99.6% of blocks proven under 12 seconds, 6.9s average with 64 RTX 5090 GPUs.
This marks a major step toward scaling Ethereum by 100x and a future where you can validate the chain from a phone.
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Lower your fee
Privacy is a right - not a fee-extractive privilege.
Shielded ETH is the best private digital money.
