Beautiful New World
wherever you go, there you are
Joined February 2011
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fountainhead retweeted
This is Kled V3. We've solved data collection for artificial general intelligence.
Any consumer dataset that can exist, can now be collected from physical reality in under 72 hours.
All powered by the largest and most comprehensive data application layer on the planet. (Thread)
fountainhead retweeted
Global investors are selling South Korean stocks at a record pace:
Foreign investors sold -$110 billion in South Korean equities year-to-date, the largest sale at this point in the year on record.
Outflows have more than doubled since the start of May.
By comparison, the previous full-year record over the last 7 years was -$22 billion in 2021.
In June alone, foreign investors sold -$31 billion in Korean equities, the largest monthly outflow in history.
Meanwhile, domestic retail and institutional investors have purchased +$60 billion and +$15 billion of South Korean stocks since the start of May, respectively.
The foreign investor exodus from South Korea is accelerating.
fountainhead retweeted
Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".
Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers.
The number of XPUs is growing so quickly that total optical demand should still rise.
On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach.
Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis.
I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.
fountainhead retweeted
BREAKING: Nasdaq 100 futures erase all losses and turn green on the day after President Trump says the Iran ceasefire is “over.”
fountainhead retweeted
New Beginnings | SOLANA $SUMMER
last week was my last week at @MatricaLabs
I lead growth and business development at Matrica from the very beginning, and during my time I helped bring the company to 2 million users and over 5000 businesses powered
Matrica is critical infrastructure that has helped a lot of founders and teams build out their visions on Solana, and I am incredibly proud to be a member of the first cohort of Solana builders from the 2021 era who built foundational systems that enabled growth onchain
building on Solana with Matrica was my first real experience scaling a startup of this nature, from learning how to raise from venture to advanced product lead growth strategies, some of the most valuable learning lessons I’ve had the opportunity to experience
this was all possible thanks to the Solana ecosystem, I truly believe the community and builder experience on Solana is unmatched by any ecosystem in Web3, and I’m forever thankful to have built alongside many big names under Matrica Labs
as for what’s next,
I will have a more formal announcement in the coming weeks
but in short, I am transitioning to a venture role within the frontier tech and Solana ecosystem, and I’m looking forward to enabling and empowering the next wave of future unicorns very soon ❤️
on a final note
as I transition into a more formal role in the ecosystem I wanted to give a final sendoff to my fellow degens in the trenches grinding every day to make it
I have been more than blessed to experience some of the greatest metas and launches with our Solana soldiers onchain
thank you to all the great deployers and builders who created these opportunities
my last blessing to the trenches for a while
SOLANA SUMMER | $SUMMER
CA: B14jryoY9UB4G6JEF86DdsKy2KW1zsir4UYWoLMjpump
as always,
no side wallets
no bundles
no dev sells
fair launch season
it’s time to kick solana summer off for real twin
"If a tree falls in a forest and no one is around to hear it, does it make a sound?"
Interesting report but worth zooming out on the on-chain reality: ~1,600 daily active addresses puts Stacks at 375x fewer users than Ethereum and 2,750x fewer than BNB Chain. Even similar market cap chains have 40-50x more daily users!
The institutional infrastructure might be real but infrastructure does not equal adoption.
Self-custodial sBTC is the real make or break but until you get institutions actually using it, it's all just "roadmap", and "vision".
> "It argues that 20th-century academia, especially anthropology, has been corrupted by leftist ideologies and pseudoscience" ...
> @grok "are the arguments supported by robust research"
fountainhead retweeted
Caesar is now the first crypto-native company to issue equity fully onchain with SEC-registered infrastructure from Centrifuge.
This shows how Web3-native businesses can reach institutional standards without leaving onchain rails.
The playbook for programmable ownership is being written in real time.
@Caesar_data 🤝 @Centrifuge
On $CAESAR, who has built the highest performing deep research model in the world, ask yourself…
- Would a company like this be able to raise money from institutional investors?
- If yes, what would the valuation of such a company be, looking at comps in AI?
- What % of company would tokens represent? 20-30%?
- What is then the value of those tokens?
If we assume that tokens represent 20% of equity. At $12M mcap, that infers that the business is valued at $60M;
- Is this overvalued or undervalued, looking at comps?
- What happens to token value if/when a fundraising announcement is made?
DYOR, but I’m long as hell.
fountainhead retweeted
That $TNSR situation and many before this one make you realize how important it is to move forward as an industry and to stop accepting useless tokens as a facade for ownership
I can’t help but mentionning again that
$CAESAR coin = Caesar equity
You get it yet? For the first time ever you wont get rugged if the company gets acquired or if the company starts raising for its product outside of crypto
Whats $CAESAR utility? You literally own the company and you’ll be rewarded from its success by simply holding the coin
Cant really get better than that
fountainhead retweeted
This might be one of the biggest news we had this year industry wise:
@caesar_data is becoming the first token which will offer direct tokenized equity into the actual Caesar company through Centrifuge’s new SEC approved transfer-agent licence framework
Crypto was always the laughing topic of every single investor out there because the tokens were always worthless, now this is changing, this is the first actual case of ICM
$CAESAR raised from the crypto community and now turns the token into actual equity, every single crypto investor dream basically
Its also the first time you can own public equity of a frontier AI Company without having to be Sam Altman cousin
Many firsts to be highlighted here and I’m extremely proud to be supporting Mark and his team since the very beginning
To many more with @caesar_data
Today we’re excited to announce, through our partnership with @Centrifuge, Caesar will become the first AI company taking steps towards issuing onchain equity.
fountainhead retweeted
Today we’re excited to announce, through our partnership with @Centrifuge, Caesar will become the first AI company taking steps towards issuing onchain equity.
Great to see the current action in $nomnom.
I've held onto it since $60K all through the Binance fakeout that took it to $90M+ last year, thus roundtripping $3M.
Right now, I don't trench and I own no other memecoins having consolidated all SOL into Caesar and KLED over the last couple of months.
With nomnom though, the Hamster just has a certain spell over me. I cannot sell, knowing that one day – if memecoins have any future staying power – it will hit $1B.
Reversal time for Stacks $STX?
Dear Lord,
I've done pretty well in crypto overall, but this has been by far my most painful hold bar none.
Stacks community is (as always) "giga bullish", but the market couldn't disagree more.
Is all of crypto simply too naive to see the potential in Bitcoin L2s (e.g. sBTC for DATs), and I should really just keep bidding this?
Or am I wrecking myself through a powerful cocktail sunk cost phallacy + loss aversion + anchoring?
Please Give Me Strength, for I Cannot Bear this Pain Much Longer.
I agree that it is now possible to see a glimpse of strategy, which is great as the opportunity is arguably greater than ever.
I get why people are frustrated, @Stacks hasn’t moved fast price-wise, and the dev process can feel slow sometimes.
But what’s happening behind the scenes is much bigger than short-term hype.
Let’s not forget how far Stacks has come in just the last two years.
The Nakamoto upgrade literally changed how Stacks syncs with Bitcoin, faster blocks, stronger security, and full Bitcoin finality.
Then came $sBTC, now holding over 5,000+ BTC, making Stacks the #1 Bitcoin layer with the highest BTC locked.
That’s not a quick fix, that’s building long-term infrastructure.
Even while price lags, the ecosystem keeps expanding:
• @StackingDao now holds 100M+ stacked STX.
• TVL across Stacks DeFi (@ZestProtocol, Velar, Hermetica, Bitflow) keeps growing.
While most chains brag about hype cycles, Stacks is quietly connecting Bitcoin to DeFi.
Builders are shipping, not speculating.
Stacks isn’t “slow,” it’s careful, upgrading while staying anchored to the most secure blockchain in the world.
You don’t rush a system that touches Bitcoin directly.
People forget:
Ethereum took years before DeFi summer happened.
Stacks is in its builder phase now, the yield phase comes next.
