0xKepler

numbers & systems @628labs | fren of @alphaggxyz | @deusexdao

[0xKepler @0xKepler]

omg this guy on pump dot fun is threathening to launch a new L2 every hour until his token hits $2m market cap

[0xKepler @0xKepler]

https://t.co/Im304VvlMe

[Bloomberg @business]

Nvidia CEO Jensen Huang calls the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun https://t.co/ILsVRnhhne

[0xKepler @0xKepler]

jensen defending nvidia's share price as much as a shitcoin "dev" his 500k mcap shitter

vibes are shifting

[0xKepler @0xKepler]

it continues getting worse

[0xKepler @0xKepler]

pumpfun is the kind of company that comes out when you mix the worst parts of finance with the worst parts of tech

[0xKepler @0xKepler]

pump fun enters the assassination industry (huge TAM) with Go

I see they didn’t learn from livestreams

[0xKepler @0xKepler]

prediction markets will converge to assassination markets

hyperstitions

[0xKepler @0xKepler]

do not google "michael saylor sec charge"

[0xKepler @0xKepler]

@BatVibes also pokémon live in pokéballs like this. is it really worth it?

[0xKepler @0xKepler]

@citrini

[0xKepler @0xKepler]

@growing_daniel actually the second job is being the engineer for the sex robots servicing anthropic employees

[0xKepler @0xKepler]

it’s printing

[TAU Labs @628Labs]

TAU is expanding its vault curation services to @base

Our cbETH Dynamic Looping Vault is now live on @ipor_io Fusion

We are excited to bring our vault strategies to Base and its users ↓

[0xKepler @0xKepler]

> "we're gamifying X"
> look inside
> it's a gambling mechanic (not actual gamification)

[0xKepler @0xKepler]

who‘s putting this onchain?

[ProPublica @propublica]

The Flex Loan, a new type of payday loan pioneered by Advance Financial in Tennessee, allows residents to borrow up to $4,000 at a 279.5% interest rate.

It has burdened low-income borrowers while generating huge profits for lenders.
https://t.co/mVCStJqu8n

[0xKepler @0xKepler]

yep
https://t.co/UjN1S8tuO7

[Sasha Kaletsky @SashaKaletsky]

https://t.co/A8gRQEjmnK

[0xKepler @0xKepler]

Bitcoin had a points campaign????

[Zaheer @zaheerebtikar]

The greatest launch in crypto history was a points campaign with a token launch.

Points work, but not all points are the same.

[0xKepler @0xKepler]

Opus 4.5 almost as good at forecasting as normal human forecasters. still a gap to pros but honestly impressive

[0xKepler @0xKepler]

understand where this sits in the totem pole of information and access

then stay away from it

[Naval @naval]

Introducing USVC - a single basket of high-growth venture capital, for everyone.

No accreditation required, SEC-registered, and a very low $500 minimum.

Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.

Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.

It runs on AngelList, which already supports $125 billion of investor capital.

And I’ve joined USVC as the Chairman of its Investment Committee.
—

Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.

Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.

But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.

This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.

Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.

But there is no more productive, harder-working way to deploy a dollar than in true venture capital.

USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.

It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.

There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.

USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.

Get access here:

https://t.co/pAj1sqUsG0

[0xKepler @0xKepler]

hyperliquid vs kalshi/polymarket

easy to pick a side here

[0xKepler @0xKepler]

clawing back hacked funds is not antithetical to decentralization

one person's freedom ends where another's begins. there will inevitably be decisions we have to make as an industry where that line is. where it should be drawn is up for debate

[0xKepler @0xKepler]

AI salespeople are promoting AI on the basis of fear rather than optimism

• jobs will disappear - adopt AI to keep it
• non-100%-AI companies already lost
• AI as the new military race between nations
• AGI is here and can kill humanity

noise

[0xKepler @0xKepler]

@0xluude @chilla_ct @polarisfinance_ bullish deus ex dao mafia

[0xKepler @0xKepler]

imo it's also an expression of the future business model for providers of foundational models

B2B business first B2C second, due to unit economics/pricing difficulties in the consumer segment

[Haseeb ＞|＜ @hosseeb]

Interesting that they are now showing these benchmarks side-by-side with Mythos, to reinforce that you do not have access to the most intelligent model.

I always wondered when we'd get here. But we have now for the first time entered the undemocratic era of AI. You are not important enough to have access to the greatest intelligence, and Anthropic wants you to know that.

[0xKepler @0xKepler]

@biancoresearch i remember

https://t.co/tOdxmmsk9C

[0xKepler @0xKepler]

time is a flat circle