Su Zhu

OpenAI just powerful enough to destroy the internet but not powerful enough to make a profit

BCH at this point would go up if it rebranded to bcash

Ben Shelton might save American tennis. Start playing seriously at age 12, no tennis academy, normal high school, and did college circuit. Black excellence.

Dario’s article seems a bit braindead. Why would China agree to an AI pacing deal while it is being suppressed already on AI advancement through chip sales?

Americans believe in the Rapture. This is also why only Americans ever spot UFOs.

Westerners rediscovering unequal treaties from first principles

Best in-class exposures this cycle Russian: lit Jewish: pump ABC: hype

Good points

US debt crisis is going to bring corporate bonds onchain as corporates seek out cheaper financing from passive usd holders. Generally speaking this is going to eat hard into stablecoin demand. Why hold 0% yielding stables while usd is hyperinflating when you can at least own apple debt yielding 6%.

Denominating in dollars is genuinely dangerous now

Wow https://t.co/DTfbSHeZYq

Spot on

He is decent at Mandarin because he is native in Luganda, which is tonal as many Bantu dialects are.

While there is no doubt the ai translation he made is terrible, the irony is that Chinese people use AI to translate to English all the time without bothering to get a native speaker to take a look at it, often with hilarious results.

Funniest result would be if they ship fast again and ipo in Shanghai next year at 10x the buyout valuation.

A good litmus test for whether you live in a free society is whether you can enjoy Chinese EVs.

Life when you start using Chinese AI https://t.co/EJhnbiYSQW

Fujian diaspora have been setting up network states for hundreds of years now. You need hyper collectivism and common culture, language, and hardship.

Petroleum is probably the best analogy to ai. Many different types but ultimately commoditised. Large state-sponsored capex required. Benefits accrue broadly to humanity while environmental side effects need to be managed.

Alibaba owns 35% of Moonshot (Kimi)

Solana supper

Roblox’s moat is cultural and very difficult to displace.

Probably what’s gonna happen now is patient capital absorbs sub 60k and then prints strc back to 90, classic tail wag dog spot.

Solana summer

Saylor almost doesn’t need to do anything except have STRC cycle from weaker to stronger hands. He also should signal that in a dividend pause situation that STRC is somehow redeemable for underlying BTC.

I think Malay / Chinese and Indo / Chinese intermarriage rates would be probably triple what they are now if adult circumcision of the Chinese male wasn’t expected from more well-to-do Muslim families. Have a Chindo friend who did adult circumcision to marry a Malay Muslim and then wedding ended up cancelled. He later married a different Muslim as he was already snipped anyway.

Bnb, okb, and leo have all outperformed btc since 2019 now.

Generally speaking just focus on not being forced to sell the bottom, as opposed to trying to time the bottom. Also, bottoms occur when selling is exhausted, not when people are buying aggressively. Take care everyone.

North Korea is the actual Switzerland of the east.

If you’re in AI, pivot to biomechanics.