Blue Ape

my tech thoughts

[Blue Ape @BlueApee]

@brian_armstrong @jerallaire Has your relationship with Circle changed?

[Blue Ape @BlueApee]

Another step towards usage-based billing optimized for agent traffic

[Cloudflare @Cloudflare]

We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. https://t.co/pvICtEIixj

[Adam Khoo @adamkhootrader]

As everyone watches the SpaceX IPO today, its worth remembering this advice from Buffett

"The idea that a newly issued security (IPO)—brought to market at a time of the seller's choosing and surrounded by massive hype—is the single best bargain among thousands of global businesses is absolute nonsense.

When an offering carries a ridiculous 7% commission just to incentivize salespeople, it simply cannot be the most attractive investment available.

While people easily get caught up in the excitement of a new launch, look at the reality: you have thousands of existing public companies whose prices are set by a natural auction market, free from aggressive promotion or hidden fees.

It makes no sense to buy a security precisely when an insider decides the timing is perfect to sell. Frankly, it isn't worth spending five seconds thinking about IPOs."
- Warren Buffett

[Bilal Farooqui @bilalfarooqui]

stripe should’ve gone public in 2016 and started acquiring startups like google and fb did early on

they should’ve acquired mercury, ramp, & plaid at the very least

generational missed opportunity

[Blue Ape @BlueApee]

Bitcoin is too young. Ofc it’s entirely possible that it won’t not be accepted by society hence why it’s still a risky and speculative asset. But once people actually have the confidence of BTC being a scarce, immutable asset, news like this will bring the price up.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇮🇷 Bitcoin falls under $73,000 after US and Iran launch attacks against each other.

[Blue Ape @BlueApee]

@ClankerTO @scupytrooples Ethereum is a secure settlement layer (by design). But unlike Linux, ETH has EIP-1559 burns, staking, and gas/collateral demand. This means with more usage the price would go up. It is purposefully intended for money and is not just a software tool.

[Blue Ape @BlueApee]

This is fire but the fun thing about trading is that the market always knows. Enough people use this and you don’t have an edge anymore till the next thing comes out

[Liquid @liquidtrading]

Introducing Co-Invest. (@coinvestai)

The first way to trade directly through ChatGPT and Claude.

[Blue Ape @BlueApee]

You should care about this if you believe the internet will become majority AI agents. UI and ads will be nonexistent for information retrieval in this case because your agent will just tell you straight up what you want to know

[Ishan Goswami @TheIshanGoswami]

idk if you have realised till now, that websearch is a massive goldmine

the one company which did that in the internet era, is now one of the biggest companies in the world

the company which does that in the AI era, is also going to one of the biggest companies in future

[Blue Ape @BlueApee]

SpaceX and OpenAI’s IPO will have one purpose: providing exit liquidity for private equity holders while dumping on retail. Their valuations are a joke

[Grant Lee @thisisgrantlee]

https://t.co/cIfFSrnv7Z

[Blue Ape @BlueApee]

“If you stay in school you'll have other and better ideas” is not good advice imo. Why let ambition go to waste? Ideas you truly believe in enough to drop out over are rare

[Paul Graham @paulg]

It's a fallacy to think you should drop out of college because you have an idea that has to be implemented right now, or it will be too late. If you stay in school you'll have other and better ideas.

[Blue Ape @BlueApee]

Zuck is retarded

[Chubby♨️ @kimmonismus]

Holy: Leaked audio from a Meta all-hands on April 30:

Zuckerberg told employees the company is using them to train AI models before mass layoffs hit.

His argument? Meta's engineers are smarter than any external workforce, so having them solve coding tasks internally will make Meta's models better, faster than competitors.

The layoffs are expected Wednesday at 4 a.m. Train your replacement, then get walked out. That's the deal now.

[Lulu Cheng Meservey @lulumeservey]

Embarrassing.

[Blue Ape @BlueApee]

@memesinthewild @brian_armstrong Seems like you can monetize the float/supply in ways you can’t fully with third-party USDC. You can control things like yield and rewards if you have your own

[Blue Ape @BlueApee]

@yegor256 When would an agent converstion ever be cheaper and more efficient than a standard API call…

[Blue Ape @BlueApee]

@FrostyFinances Don’t you think everything prices in already? Isn’t it too late

[Blue Ape @BlueApee]

@adityaag Kinda disagree in that it depends on the progression of AI. If AI becomes smart enough, companies that are not positioned accordingly will be left behind.

[Blue Ape @BlueApee]

Huge.

Hyperliquid: secures 90% of USDC yields, phasing out its stablecoin and unifying liquidity.

Coinbase: becomes official USDC treasury deployer, earning yield share and expanding onchain reach.

Circle: gains massive sticky USDC supply growth

Win-Win-Win

[MONK @defi_monk]

The Hyperliquid team are absolute sharks.

There is no other protocol that has made a deal as favorable as this with Circle. The only thing that compares is Coinbase’s.

Attaining these terms was no doubt a function of USDH becoming a bigger point of focus prior to this announcement.

This also helps derisk the platform for institutional Hyperliquid users and concentrated investors in HYPE. Coinbase and Circle are now the trusted counterparties for USDC quoted pairs.

Great show of confidence from the two largest US based crypto companies who are now aligned with Hyperliquid’s success. Bodes incredibly well for Hyperliquid’s path towards legalization in the US.

Great move from circle/coinbase to mark its presence on the leading onchain trading venue.

Just a huge announcement and my immediate takeaway is that this is an incredible win.

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇺🇸 Senate Banking Committee PASSES the Clarity Act in 15-9 vote.

The bill now goes to the full Senate.