@accidentalorbit@Speculator_io speaking from US perspective because this is my home. i understand there are other opinions. no matter that, the chess pieces are being played right before our very eyes for all to see.
agreed, all of those could be the catalyst. In posterity, It seems like during times of rapid innovation, the first movers are often left behind. They were needed for inertia but then were out maneuvered.
google < yahoo (dot com boom)
facebook < myspace (socials boom)
ford < original gas powered models in early 1900s (original auto boom)
what is more concerning is the race to the bottom with open source models. if prices for tokens go down by so much, the cost to pay for infrastructure (LLMs/mag7) are left holding the bag and all the cheap models will get on for free without paying a toll.
We will go to war before that happens, unfortunately and also getting more likely.
Since this will be used in war, it is not analogous to fiber optic boom with circular payments. And even OpenAI will be too big to fail and propped up by US like they did Oracle or materials. It all comes down to resources and what they will be used for.
Hacking will be a new front that we will win. With AGI.
@droidbuilds making a single chip is step one. testing, production , testing again and rollout will take a bit. seems like they are about 12-18 months slower than Xai but can catch up with $$$. a lot of it.
who will they partner with? guesses are fin
@elonmusk hurricane zone and storm surge is a when and not if.
i’m sure you have a plan
looking forward to continued success and launching all of the rockets
and crazy new engineering feats related to land, sea, air and space
These things all have a specific catalyst. We saw the meeting in 6/20
Bessent just said there is a major financial offensive tomorrow. if that is anything related to Tether restrictions, that is on influencer scorecards, could be just that.
It would need to be a jolt and it seems like a jolt is coming.
🔥 The Longer-Term Drivers
• Institutions treating XRPL as productive infrastructure
• Continued reduction in liquid free float
• Macro pressure from rising interest costs and demand for efficient settlement rails
Utility first. Volume second. Supply absorption third. That’s the sequence that matters.
👀 Near-Term Catalysts to Watch
• Deeper Visa settlement work after the Mastercard/BVNK move
• Further DTCC tokenization and settlement progress
• Any meaningful SWIFT or cross-border liquidity announcements
They don’t need to be perfect. They just need to keep proving the rails are being used.
🚀 Utility Is Starting to Matter
• Actual transaction volume on the rails is growing
• Free float keeps getting absorbed as real usage rises
• Institutional inventory and locked holdings are increasing
When those three accelerate together, market structure changes.
@XRPee3 At what point can we say that the XRP price disconnects with the other cryptos like BTC? X
$XRP growth is large vs others but is still in the same direction.
I guess if we will know it when we see it!
More green candles to come!
@mrcauliman The more this becomes “a thing,” the addl need to repeat the same msg. Think about a FAQ on XRP. Here or for you Monolith work. Either way, all good stuff.
qq - how does one become a validator? Is it fixed or can builders become validators?