𝐓𝐗𝐌𝐂
@TXMCtrades
@alphabetasoup_ -- Relentlessly curious -- I read a lot -- Big mouth -- Student of history -- Bitcoin
加入 May 2021
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Agree with this comparison from @fejau_inc
AI may be repeating crypto’s biggest 2021 valuation mistake.
@fejau_inc argues frontier models look a lot like the old fat-L1 thesis: huge valuations built on the assumption that infrastructure captures most of the value, even as competition commoditizes the underlying layer.
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