Web3
At the end of the day, continued fiscal deficits will increase US public debts, which requires more liquidity, more monetization and more currency debasement.
Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).
Which is good news for holders of scarce assets (equities, RE, gold, BTC, crypto).
Delphi Digital • The Year Ahead for Markets 2025 - Delphi Digital
That’s one of the things that’s newly possible because Blackbird uses crypto, but Blackbird works because it’s not a crypto app. It’s a restaurant platform and consumer app, built by restaurant people, that only uses crypto and whatever other tools it needs to use to make restaurants more profitable, help them understand their customers better, and... See more
Packy McCormick • Blackbird
At the risk of being overly succinct, there are broadly two types of assets:
1. Cash Flow Assets — primarily equities and bonds. These assets generate cash flows that investors assign value to.
2. Supply & Demand Assets — mostly applies to commodities and forex. Prices fluctuate based on supply and demand.
Recently, crypto has instigated a new type of... See more
1. Cash Flow Assets — primarily equities and bonds. These assets generate cash flows that investors assign value to.
2. Supply & Demand Assets — mostly applies to commodities and forex. Prices fluctuate based on supply and demand.
Recently, crypto has instigated a new type of... See more
Building The Attention Economy
Web4 noun (pronunciation: /wɛb fɔːr/)
- The fourth generation of the web, combining the social interactivity of Web2, the decentralized autonomy of Web3, and the intelligent capabilities of AI to create a fully interconnected digital ecosystem.
- The AGI web.
jeffy yu • Web4: We Are AGI
It is very important to my near-term positions whether I believe money printing will continue and accelerate after Trump’s 20 January 2025 coronation. That is because I think there exists a wide gap between crypto investor’s high expectations for how quickly Trump can change things and the reality that there are no politically acceptable solutions... See more
Trump Truth
ai16z is a fully AI-managed tokenized venture DAO where agents evaluate investment opportunities suggested to it by the community, execute trades, evaluate the reputations of members based on the success of those trades, and grow the AUM of the fund. It’s been on a crazy speculative run over the past few weeks on the backs of a big vision and... See more
Josh Cornelius • Notes on Consumer Crypto | Nov 15, 2024
Institutional capital is in its infancy within alpha token investing. DCG’s subsidiary Yuma and less than a handful of emergent liquid funds like Contango Capital and Unsupervised Capital are playing a mixed role of ecosystem evangelist, VC, incubator, and liquid token investors. These teams are working with early subnet teams to adopt a long-term... See more
RJ@BaznoCap • X. It’s what’s happening
There exists no meaningful technical barrier between BTC vs. the field. Most other networks are obviously even technically more advanced. But we’re focused on the dollars and cents outcome here. Will any of these other assets be used in a similar manner over time as BTC, justifying valuations far in excess of their intrinsic value from producing... See more
Jon Charbonneau • L1 & L2 Token Value Capture - DBA
Technologies like Ethernet, Internet Protocol, Simple Mail Transfer Protocol, and Universal Serial Bus are among the key communication standards of our day. Of those, USB is the youngest at 28 years, while some of the others on that list are over 50 years old and still going strong. When a protocol wins out over competition in its adoption phase,... See more