. past lives @ Brevan. Norges. Multicoin
New York City
Joined February 2020
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"As a market participant...." You could not love this guy even more
Beyond that: Some thoughts -- was a curious short case I looked into more deeply,
> Specializing in decode means relatively more vulnerable to algorithmic improvements. Nuances as to what kidns here, but generally it hits a sore spot
> Difficult for wafers to be networked together efficiently; low marginal efficiency on additional wafer. CS4 claimed to improve this, but FYI even on a company demo training workload speed up was <1:1
> commercial arrangements constantly being subsidised by equity kickers (20-30%) of value
> est P/S taking into account potential dilution from warrants in deals about 54x trailing & 43x FY26
Have been short since 180, numbers as of early Oct
. @entropyIO how are you treating those AMZN converts in measuring market capitalization for anthropic? get a wide range esp diverging from price per share of @tradexyz
kinetiq:native
Current lineup:
Uniswap
Kyberswap
Matcha
Doing math on what happens when the big TG bots and trading platforms list Elysium.
Could we even get a FOMO integration here ?
Collecting a thread of personal observations and and anecdotal signals that the AI trade has topped. For posterity:
4. Sources at various compute exchanges tell me that GPU forward rental prices are not real (i.e no actual market transactions), but rather are extrapolated.
Example below, taken from a data provider.
young retweeted
Complex to convey the public-key cryptography fears regarding $ZEC. In the worst case it would fare worse than any transparent chain. There is a reality where shielded addresses become fundamentally inviable for privacy. Uncertainty is higher than ever, sadly.