Devin Baker
@devin
Devin Baker
When I tell the others about what you do, do I feel smart or stupid? Can you establish the conditions where sharing your core ideas and mission is tempting, generous and affirming for the people you need to have talk about it? If your name or logo get in the way of that, please change it.
Seth Godin • A branding exercise
If factors affecting TGA balances were the only things that determined crypto prices, then I would expect a local market top right at the end of the first quarter. In 2024, Bitcoin hit a local high of ~$73,000 in mid-March, then traded sideways, and began its multi-month decline on April 11th right before the 15th tax payment deadline.
Arthur Hayes • Sasa
Investing and
- We think Bitcoin (assuming the Trump rhetoric is delivered) is a clean buy over the course of the year. We could envision some early-year weakness for technical reasons. But any dip is a buy to hold for much higher levels later this year.
Joe McCann • Asymmetric Market Update™️ #25
Macro and
In the short term they will have to do some form of yield control, but they need rates to be high enough not to have the currency slide too far relative to the rest of the world. They are then going to have to print the difference.
Dan • Tech Dollar 2: The War of the Worlds and Fate of the Dollar
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
Sometimes I get this feeling like, “Nothing will ever work out for me, I will always be unhappy, the rest of my life will be a sort of wandering twilight punctuated with periods of misery.”
And my wife will go, “You're hungry.”
And I'll go, “No, no, this is true unhappiness, it comes to me unadulterated from hell itself, it lives inside my bones, I... See more
And my wife will go, “You're hungry.”
And I'll go, “No, no, this is true unhappiness, it comes to me unadulterated from hell itself, it lives inside my bones, I... See more
Adam Mastroianni • So You Wanna De-Bog Yourself
Functionally, Bittensor is a decentralized network that uses its token rewards and a novel consensus mechanism to incentivize productive work. It is an incentive engine. The network's goal is to compete with centralized, state-of-the-art AI models by harnessing the power of decentralized, open-source technology.
RJ@BaznoCap • X. It’s what’s happening
Bittensor and
Right now, equities and crypto seem correlated, with many claiming both are risk-on assets driven by global liquidity. That’s wrong. Equities are a risk-on asset within the carry trade, fueled by global liquidity; Bitcoin, however, isn’t part of anyone’s carry trade—yet. And for good reason.
At its core, Bitcoin is the anti-carry trade asset. Its... See more
At its core, Bitcoin is the anti-carry trade asset. Its... See more
Carry Trade Frenzy: Why Bitcoin Will Outlast Wall Street’s Leverage Game
Investing and
In parallel, key performance indicators (KPIs) will shift. The crypto industry’s focus will transition from speculative token trading and Total Value Locked (TVL) to more adoption-driven metrics such as daily active users (DAUs), transaction volumes, and user retention. Projects that align their growth strategies with user-centric KPIs will gain a... See more