I have been a full time investor (web2 + crypto) for many years, here is my biggest assymetric bet today.
I'm looking at the following narratives:
- Mass adoption
- Gaming
- RWA
- AI
I found one project that encompass them all 💹🚀
$RITE by @ritestream_io
See why ↓
@MarzMerco@bryan_johnson Even light roasts remove a lot of the sensitive polyphenols. I infuse the finely grinded green coffee beans so it removes the bacterial risks.
And personally mixing both powder green and roasted half half has been great (better than just roasted) for the taste for me.
@CryptoUB It's always been my philosophy since ever DeFi was born. I love DeFi as a user, but not as an LP. For example: arguably a battle tested DEX is safu more than any CEX. Great service as a user. But as an LP, still not worth the risk for a 10% APY.
A security researcher just documented a large-scale counterfeit Ledger Nano S Plus operation selling compromised devices across multiple online marketplaces.
The fake units look identical to the real thing but contain completely different hardware. Instead of Ledger's secure element chip, the counterfeits run an ESP32 microcontroller with modified firmware labeled "Nano S+ V2.1." Seeds and PINs are stored in plain text and transmitted to attacker-controlled servers. Any wallet initialized on the device is drained.
The operation goes beyond the hardware. The sellers also distribute a fake version of Ledger Live built with React Native and signed with a debug certificate. It intercepts transactions and exfiltrates sensitive data to multiple command-and-control servers. The campaign spans five attack vectors: compromised hardware, Android APKs, Windows executables, macOS installers, and iOS apps distributed through TestFlight to bypass App Store review.
This comes days after ZachXBT documented a separate fake Ledger Live app that made it through Apple's Mac App Store review process. That operation drained over $9.5 million from more than 50 victims, including musician G. Love, who lost 5.92 BTC after entering his recovery phrase into what he believed was the legitimate app.
The pattern is clear: the attack surface for hardware wallet users has shifted from firmware exploits to supply chain and distribution fraud. The devices themselves remain secure. The problem is that users are being intercepted before they ever touch a real one.
Ledger's own "genuine check" feature can be bypassed when the hardware itself is compromised at the source, which makes where you buy the device as important as how you use it.
The rules haven't changed, but they've never been more important: buy hardware wallets only from the manufacturer. Never enter your recovery phrase into any software. If a companion app asks for your 24 words on a screen, it's a scam. Every time.
this is actually insane
> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”
one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.
we are going to cure so many diseases.
I dont think people realize how good things are going to get
. @FatherAnon1000 the @anoncoinit dev deployed one other token only $BADDIE as and when anoncoin ecosystem explodes it's logical to think baddie will have the biggest upside on the platform from this level. The anoncoin team is also actively building it's X profile @CryptoBaddieEra this is being overlooked, for now. 37K market cap will be comical later.
6oU3KgTxdHpGNhrcFEkK2QJc5jA5LBupHK1BTUWALDUB
I really enjoyed listening to Naval’s podcast on AI. It’s been a refreshing optimistic perspective in this current moment of doom and fear.
Maybe not even optimistic — just realistic.
Here’s the 7 perspectives that resonated with me the most:
1. Software Engineers Are Actually More Leveraged Than Ever.
Naval suggests that because software engineers deeply understand what’s underneath AI and can speak its language, they will always use these coding tools better and faster than non-coders.
Not only launching better apps, but taking other people’s jobs.
Interesting flip to the situation here.
You typically see here that software engineering will be the most disrupted sector. However, Naval argues that they will be able to leverage AI in any sector better than anyone else.
2. There Is No Demand For Average.
Only those who can build the best apps and projects will win. There’s no point in being nº 2 or 3.
However, thanks to vibe coding, the set of things you can be best at are infinite.
Our previous tech may not justify the cost for a specific niche or product lifespan. AI changes that.
That’s your opportunity.
3. AI Is The Greatest Learning Tool Ever Built.
It meets you exactly at your level, explains concepts a hundred different ways, and never loses patience.
For a curious self-learner, this is like giving water to a thirsty person.
This will boost intellectual development for all humans which will translate into a more prosperous society.
4. The Solution To AI Anxiety Is Action.
Anxiety comes from the feeling that things are going to go poorly because of your lack of understanding, while not doing anything about it.
Use it, look under the hood, understand how it works, and lean into curiosity.
As with any technology, early adopters have an enormous edge, and that edge compounds.
The people who live in the future are best positioned to invest in it.
5. AI Will Free Creativity To Inimaginable Levels.
Naval uses an analogy with photography’s impact on painting.
Before cameras, art chased realism. Then photography nailed it and painters were freed to go surreal, abstract, and genuinely creative.
AI does the same to knowledge work: once it handles the "basic thing" for everyone, the value shifts to what’s truly novel and human.
Everyone becomes a creator, a few stand out, and society is better off overall. It displaces some roles but shifts the game rather than ending it.
6. When Everyone Has a Sword, Only the Swordsman Matters
Naval says most things we want in life are adversarial.
If you send an AI to trade stocks, it’s up against every other trading bot, and the advantages cancel out.
If everyone has an AI whispering in their ear, the other side gets an AI too. The freely available AI edge gets competed away.
The remaining alpha is entirely human: creativity, judgment, and the things AI can’t replicate.
7. We Are Entering The Magic Era
AI is like a magic wand handed to every person.
For Naval, the goal was never to preserve jobs.
Instead, it’s all about having material needs solved by robots, intellectual capabilities leveraged by computers, and creativity unlocked for everyone.
@crypto_condom@1True_American_ Yes and overwork stress and (recent in history) food additives as the regulators in Japan are extremely loose (almost American level) and the recent industrialization is very bad (convenience stores). Luckily average families cook by themselves from fresh ingredients.
“Ethereum was not created to make finance efficient or apps convenient. It was created to set people free”
This was an important - and controversial - line from the Trustless Manifesto ( https://t.co/QAvZfiNxpe ), and it is worth revisiting it and better understanding what it means.
“efficient” and “convenient” have the connotation of improving the average case, in situations where it’s already pretty good. Efficiency is about telling the world's best engineers to put their souls into reducing latency from 473 ms to 368ms, or increasing yields from 4.5% APY to 5.3% APY. Convenience is about people making one click instead of three, and reducing signup times from 1 min to 20 sec.
These things can be good to do. But we must do them under the understanding that we will never be as good at this game as the Silicon Valley corporate players. And so the primary underlying game that Ethereum plays must be a different game. What is the game? Resilience.
Resilience is the game where it’s not about 4.5% APY vs 5.3% APY - rather, it’s about minimizing the chance that you get -100% APY.
Resilience is the game where if you become politically unpopular and get deplatformed, or if a the developers of your application go bankrupt or disappear, or if Cloudflare goes down, or if an internet cyberwar breaks out, your 2000ms latency continues to be 2000ms.
Resilience is the game where anyone, anywhere in the world will be able to access the network and be a first-class participant.
Resilience is sovereignty. Not sovereignty in the sense of lobbying to become a UN member state and shaking hands at Davos in two weeks, but sovereignty in the sense that people talk about "digital sovereignty" or "food sovereignty" - aggressively reducing your vulnerabilities to external dependencies that can be taken away from you on a whim. This is the sense in which the world computer can be sovereign, and in doing so make its users also sovereign.
This baseline is what enables interdependence as equals, and not as vassals of corporate overlords thousands of kilometers away.
This is the game that Ethereum is suited to win, and it delivers a type of value that, in our increasingly unstable world, a lot of people are going to need.
The fundamental DNA of web2 consumer tech is not suited to resilience. The fundamental DNA of _finance_ often spends considerable effort on resilience, but it is a very partial form of resilience, good at solving for some types of risks but not others.
Blockspace is abundant. Decentralized, permissionless and resilient blockspace is not. Ethereum must first and foremost be decentralized, permissionless and resilient block space - and then make that abundant.
One day this meme will become big on the internet.
Consistency is key.
One meme.
One conviction play.
One bag work.
One grind.
One day we will start going viral on socials media, Building this meme for fun.
https://t.co/GvhLq1YsZq