this means actual price improvement can happpen in block!

a thought: countries with collapsing currencies already have huge crypto adoption because ppl want BTC so places where stablecoin FX is most useful are also where liquidity is already being built —> stablecoin sandwhich brrr meanwhile ppl think we need 10bps off GBP/EUR lol

lower cost of building games is enabling even more cool stuff

half of the reason it’s not blowing up is because of social friction it’s embarrassing to wear these in the plane, at the coworking space etc - but the actual utility is insane it’s like escooters. looked embarrassing to own, best mobility in its category. suddenly everywhere

all of the above

other way around: Because Amazon has become customer hostile over time, customers will flock to solutions that bring back control It’s naive to think they will be able to stop it. The LLM will have a screen and just move the cursor. You will not be able to detect it.

talked to multiple people about this recently - the thing is it can be mutually beneficial, until it’s not.

this is the simple, pre AGI-thinking take company person says something horrendously scary about their future plans and gets fired but in a true pre-liftoff scenario, this is the type of quote that means you should put every single penny you have in the company

A classic fallacy of staring at revenue and forgetting costs and profit. if you are a prospective fintech builder or just casual investor analyst - do not listen to the twitter people on these matters. Most if not all info I read on a daily basis completely misses the real meat

liquidity beats everything we thought we’d get millions of tokenized strategies onchain and build the optimal portfolio but we are just gonna get a handful of megafunds that do it all with their own massive product suites