Chill Eamon

关注Web3技术在广域品牌的应用和落地
分享Marketing | Web3 | House music
INFJ | Branding Researcher | Crypto Enthusiast | Podcast Takeaway
host Podcast知其一@zhiqiyi_thinkin

[Chill Eamon @AndrewW630]

Introducing who ZHIQIYI is, its mission, and its vision.

[知其一 ZhiQiYi @zhiqiyi_thinkin]

EP.00 Preview
Welcome to ZhiQiYi.
Introducing who we are, our mission, and our vision.

//Find us on Podcast
https://t.co/O9BkwWIrfn

// Find us on 小宇宙
https://t.co/RHnBR8ffUw

[Naval @naval]

If you don’t commit to meaningful work, life will fill your time with busywork.

[Chill Eamon @AndrewW630]

@indigox 啊这个是哪里定制的呀

[Balaji @balajis]

The future is China vs the Internet.
On one side, the centralized Sinic superstate.
On the other side, the decentralized free world.

[Balaji @balajis]

FIRST CRYPTO PRESIDENT

Overnight, the vast majority of the net worth ($59B) of the next President of the United States is now held in cryptocurrency. This will hold true even with a 90% drop.

What are the implications?

1) First, President Trump just went from crypto being perhaps 1% of his net worth to 90%+. Many early Bitcoin, Ethereum, and Solana holders experienced the same thing.

2) Second, this phenomenon — the overnight relative devaluation of all non-crypto holdings — will be experienced by billions globally within our lifetime as fiat dies.

3) Third, every politician, influencer, and celebrity worldwide is watching mouth agog at the phenomenon. They’ll wait to see how it shakes out politically and financially, and if the memecoin shows staying power — big if! — they may do their own.

4) Next, if we do then get a large market with thousands of personal memecoins, it may actually be ok, because every buyer knows what they’re buying: the potential future brand value of the meme.

5) Much depends on how much value the TRUMP asset holds, if any. Other celeb memecoins went to zero quickly, but Trump is Trump, and has the unique qualities of (a) 100M+ followers, (b) daily non-stop coverage, (c) presidential immunity, and (d) unprecedented control over the government.

6) So, whatever form of political counterattack comes his way, Trump is now strongly incentivized to legalize cryptocurrency in the most aggressive way possible.

7) Of course, this will be attacked as a conflict of interest. But Biden took 10% for the big guy, and Pelosi traded her stocks, and Hillary monetized her speeches, and Podesta had his $300B climate slush fund, and Obama got his Netflix deal. All became millionaires via various deniable forms of payola for Democrats.

8) So, Trump’s rebuttal may be that he’s just doing everything in public. His claim may be that disclosure solves the conflict of interest problem.

9) And that may be true, but it doesn’t fully solve the *alignment* problem. As context: the CEO of a company is typically one of the largest shareholders, but he is aligned with all his employees because they hold the same shares. All holders rise and fall as one, ideally.

10) By analogy, you would ideally want the President to be aligned with his citizens, such that they all held (say) USA coin, which gave some dividend from the profits of the USA. Kind of like the Alaska Permanent Fund.

11) So, one way of solving the alignment problem would be for Trump to airdrop some TRUMP to every US citizen. However, it might be easier for him to just send an email in his personal capacity to every Trump supporter offering them some free TRUMP.

12) Specifically: he could give 72 hours notice and all kinds of Democrats would also sign up for his personal email list, just to get the airdrop.

13) Would it be legal? Well, it is certainly legal for politicians to email out *requests* for money. But to my knowledge no politician has attempted a personal airdrop before, to *give* away money — and certainly not at this scale.

13) At current valuations, Trump could give $100 of locked up TRUMP to all 77M Trump voters via airdrop and it would “only” cost him $7.7B in an asset that was worth zero two days ago. Heck, he could give $500 per person and still have $20B+ left over.

14) Yes, it would cost Trump some of his asset to do this. But if you needed to join his email list to get the coin, and if the airdrop could be effected without any cap gains, it would “pay for itself” by turning his base into even more rabid supporters.

15) It could even give him the political support necessary to completely destroy the Democrat patronage machine. Basically, by joining Trump’s email list and supporting his crypto policies you’d get a kind of UBI.

16) And if 77M Americans are also benefiting from TRUMP, charges of conflict of interest go away. It’d be a new kind of social contract, a personal relationship between President & citizen.

Worth thinking about.

[Chill Eamon @AndrewW630]

@balajis China is really mentioned a lot.

[Chill Eamon @AndrewW630]

@indigox indigo也听电子乐啊

[Balaji @balajis]

Consider two photos.

The first is full of native-born Americans. These are the NYT Democrats who pushed for uncontrolled inflation, child castration, limitless taxation, illegal immigration, gun confiscation, and subway immolation.

They also censored Republicans on social media.

The second is full of recent skilled immigrants. These are the Elon technolibertarians who replatformed the president, freed AI, fought unbanking, raised money for Trump, and allowed the world to once again say that men and women exist.

They also uncensored Republicans on social media.

This isn’t some glib gotcha. It gets to the fundamental issue, which is that (ironically) Republicans are bad at visualizing borders. Because this is the true border of the American world:

It is the digital border between Democrats and Republicans. Because America is not one country, it's two parties — and N tribes. And in this multi-sided tribal conflict, the Red Tribe simply does not win a 49-48 election without allying with Tech Tribe against Blue Tribe.

Blue Tribe already gets this! They consciously ally with non-Americans and new Americans against Red Americans. That's why they import millions of illegals and put up 60 foot murals to Greta Thunberg in San Francisco:

But will Red Tribe get this? Will they be smart enough to ally with non-Americans and new Americans, against Blue Americans? Will they understand that conservatives and libertarians around the world — Bukele, Orban, BJP, Bitcoiners, and especially Tech — are more friend than enemy?

We'll see. The smart Republican already recognizes that while India is a different tribe, they are an important ally against Chinese Communists. So the smart Republican should understand that while Tech is a different tribe, it is an important ally against American Democrats.

It's not about any one policy, not about immigration or taxation or whatever. That's open to negotiation. It's about the holistic relationship. Republicans just don't win on the Internet without Tech Tribe.

And if you don't win on the Internet, you don't win.

[adam brotman @adambrotman]

Lupe Fiasco using LLMs to help amplify rap creativity and wordsmithing

https://t.co/gWng6KrLRr

[Chill Eamon @AndrewW630]

RT @naval: Truth-seekers take feedback from nature (planes have to fly), free markets (customers have to buy), or competition (militaries h…

[Star@Day1Global Podcast @starzq]

https://t.co/9bXHmCk6tL

[Chill Eamon @AndrewW630]

@colinwu 承诺给Ross Ulbricht减刑，太会写了很具有煽动性

[Star@Day1Global Podcast @starzq]

我们去年研究过的 Web3「大众点评」@blackbird 加入了Base的Onchain Summer, 创始人 @benleventhal 同时接受了@jessepollak 的专访

果不其然，Blackbird的Token $FLY 会在Base上围绕Loyalty来建设

对Web3消费类应用和Blackbird感兴趣的朋友，欢迎阅读我们撰写的文章👇🏻

https://t.co/LkgczKv3V4

[Chill Eamon @AndrewW630]

@swedishousemfia how to buy it

[Chill Eamon @AndrewW630]

@gokunocool 太有节目了

[Chill Eamon @AndrewW630]

@indigox @maimo_ai 每天在用，习惯养成中

[Chill Eamon @AndrewW630]

@starzq @Web3Brand 回来有时间说说这本书吧

[宝玉 @dotey]

翻译了OpenAI关于Sora相关的技术报告：《Video generation models as world simulators | 视频生成模型：构建虚拟世界的模拟器》

这篇技术报告主要介绍了两方面内容：(1) OpenAI如何将各种类型的视觉数据转化为统一的表示形式，从而实现生成模型的大规模训练；(2) 对 Sora 模型能力和局限性的定性评价。

报告中没有包含模型和实施的详细信息。

Sora 属于扩散型 Transformer（diffusion transformer）。

我们知道，传统的 Transformer，主要有Encoder和Decoder，Encoder是将文本编码成 Token，从而可以将自然语言变成可以统一处理的数字或代码。而 Decoder 则是将 Token 反向解码成文本。

而 Sora 也是类似的思路，只不过它编码的结果不是Token，报告里面叫 Patches（中文暂译做补片），Encoder 将视频压缩为低维潜空间，再将其分解为 Patches。同样 Sora 也能从 Patches 反向解码成视频图像。（参考图一）

Sora 同时还是一种扩散模型，能将有噪声的图像块，基于 Prompt 还原出清晰的图像。（参考图二）

另外，报告中特地提到了：“我们的研究显示，扩展视频生成模型的规模是向着创建能够模拟物理世界的通用工具迈出的有前途的一步。”

据说微软前一段时间给OpenAI搞了五千亿个视频用于训练。

原文：https://t.co/tujzAroFxE
译文：https://t.co/ckePbGAko8

[Chill Eamon @AndrewW630]

@xWingmanWeb3 新年快乐win

[Chill Eamon @AndrewW630]

@indigox ✍️

[徐冲浪 @cyrilxuq]

btc etf通过行情结束后，btc短期暂时没有好的消息了，3月降息（降息首月一般是跌的）的预期在下降（不过我认为3月是大概率降息的），4月底btc减半行情（btc减半首月一般也是跌的），目前暂时认为下跌从现在开始，会持续到5月左右，但是主力很喜欢提前抄底，所以4月看技术指标就行，到时候跟着做多。

从现在起应该是以震荡+下跌为主，但是牛市不要做空，做空容易吃消息面暴拉的亏，还是推荐耐心等，跌一跌捡别人的尸体。

这个牛市会比较难做，我水平有限，只能看到5月份左右，看一个Q，而且中间的高低来回波折我看不太出来，感觉宏观趋势是这样的，市场的预期也是这样的（fact 跟expectations这里都是中性偏跌的）。

我很少晒单，大家当成个100u的单子就好。