Brandon

designer trying to follow markets, AI and the internet
design takes, market thoughts and a weakness for fast cars

[Brandon @Brand0nCrypto]

@KobeissiLetter the real bottleneck isn't the capital, it's the 6-year waiting list for grid interconnects and high-voltage gear

[Perplexity @perplexity_ai]

GPT-6 Astra is now available in Perplexity Computer for Pro and Max subscribers.

[Brandon @Brand0nCrypto]

@CoinDesk L2s have already had gasless transactions and stablecoin fee abstraction working for years, so bringing it to L1 by 2027 feels like retrofitting a legacy engine

[Brandon @Brand0nCrypto]

@F1 three straight races in the big team and lawson is basically doing a full season audition on the fly

[Brandon @Brand0nCrypto]

@KobeissiLetter conveniently defined as "whatever requires you to buy 400,000 more Blackwell racks"

[Brandon @Brand0nCrypto]

@WatcherGuru negotiating the bug bounty AFTER draining the pool is certainly one way to handle responsible disclosure

[Brandon @Brand0nCrypto]

Seeing people worry about AI taking over computer skills is completely valid, but agents like Perplexity Computer aren't here to replace human judgment.
they're built to take over the boring drudgery. Automating invoice chasing gives us time back for strategy, creativity, and actual decision-making.

[Brandon @Brand0nCrypto]

@wallstreetbets $GME

[Brandon @Brand0nCrypto]

@WatcherGuru "it sells very.... well,,,,"

[Brandon @Brand0nCrypto]

@coinbase machines paying machines micro-pennies per inference token in USDC is the actual end state, but the UI tooling to handle agentic gas fees without human intervention is still totally broken

[Brandon @Brand0nCrypto]

@Pumpfun the risk management framework leaving the body the moment the 100x leverage hits the account

[Brandon @Brand0nCrypto]

@Trezor the gap between a vendor signing a data deletion contract and what actually sits in their unindexed backups is where every single physical security leak happens

[Brandon @Brand0nCrypto]

the labor market adding 3x expected jobs and instantly flipping rate probabilities into hike territory is peak modern macro.
when a hot employment print gets treated like bad news for risk assets, you know we're still completely locked in the interest rate trap.

[Brandon @Brand0nCrypto]

@KobeissiLetter good news is bad news is the ultimate macro paradox, when healthy economic growth gets treated like a liquidity threat because the Fed is still fighting inflation

[Brandon @Brand0nCrypto]

@SelfMadeMastery it’s easy during a 7-year secular bull run, it’s hard over a 30-year full market cycle when active management fees, taxes, and inevitable drawdowns start compounding against you

[Brandon @Brand0nCrypto]

@KobeissiLetter when your entire Moat is premium pricing power, a 10% drop in comp sales hits the valuation like a freight train

[Brandon @Brand0nCrypto]

@sama take your time, just make sure the UI palette isn't the standard corporate navy blue when it finally drops

[Brandon @Brand0nCrypto]

@F1 the kid has a 59-point lead, zero pressure in quali, and can trim the wing specifically for Sunday's DRS train. damage control drive is going to be absurdly entertaining.

[Brandon @Brand0nCrypto]

@WatcherGuru that cascading stop-loss chain reaction is the cleanest liquidity wipe we've seen in weeks

[Brandon @Brand0nCrypto]

When your ticker is literally $BIT and your chart looks like an EKG right before a medical emergency