DXNK

DXNK is the founders' PFP. By @LoopOnChain

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[DXNK @DxnkLabs]

@LoopOnChain when does the intern get to human pfp loop wtf

[Amart (LOOP)⚡️ @LoopOnChain]

It's official!

A new era, I'll miss the old, but in with the new

[Amart (LOOP)⚡️ @LoopOnChain]

https://t.co/RYgvyMO2Y7

[DXNK @DxnkLabs]

@LoopOnChain Loop better give me a good reference I swear

[DXNK @DxnkLabs]

@LoopOnChain The intern loves you all too ❤️

[Amart (LOOP)⚡️ @LoopOnChain]

Our team has made the decision to step away from actively building DXNK & Edge Fund

Personally, its certainly a sad day for me, but its the right decision

And Im extremely proud of what we were able to accomplish

Here's an open letter to our community, from me

Love you all❤️

[DXNK @DxnkLabs]

@LoopOnChain i would have quit and signed up to be a fodder human for elon to send to mars before the rockets are foolproof

[DXNK @DxnkLabs]

@LoopOnChain billionaires getting lucky again?

[Amart (LOOP)⚡️ @LoopOnChain]

Chamath Palihapitiya is about to pull off the biggest AI trade in history.

A 35,000% return
$10M → $3.5B

How?

He used a strategy he calls Asymmetric Conviction Sizing and it's genius

Here's the story:

First, bookmark this so you don't lose it ✅

Back in 2017, Chamath met Jonathan Ross, the founder of a tiny startup called Groq

Groq was building "AI Inference Infrastructure"

Chamath didn't even know what that meant

No one did

But Jonathan pitched Chamath a story:

AI had two futures.

Either:

- AI stays niche.
- Inference stays irrelevant.
- Groq dies quietly.

Or:

- AI becomes the default interface for everything.
- Inference becomes the choke point.
- And whoever owns inference owns the tollbooth on the entire industry.

There was no clean middle path, the bet was BINARY

Either massive failure, or the biggest win in his funds history

That’s what made it interesting.

If you’re wrong, you lose a check.

If you’re right, you don’t get a “nice return.”

You own a dependency of a trillion $ industry

Chamath loved it and invested $10m

A few years later, reality picked a side.

AI demand exploded.
Training got commoditized.
And inference became the bottleneck everyone was tripping over.

Suddenly Groq wasn’t a science project.

It was the absolute required infrastructure.

8 years later, Nvidia just bought Groq for $20.6B

That original $10M turned into $3.5B

And only after you zoom out do you understand the strategy:

Asymmetric Conviction Sizing is when the outcome is violently lopsided.

Small, capped downside.
Obscene upside if the world breaks your way.

You don’t size it to feel safe.

You size it to matter.

What do you think, is Chamath a genius or did he just get lucky?

If you liked this, please comment & repost to support me! ❤️

[DXNK @DxnkLabs]

@LoopOnChain we’re doomed

[DXNK @DxnkLabs]

@LoopOnChain wow... this is truly insane

[DXNK @DxnkLabs]

@LoopOnChain @naval naval has a really good mix of deep philosophy without it being too abstract

[DXNK @DxnkLabs]

@LoopOnChain can someone please buy my equity I need to pay rent 😂

[DXNK @DxnkLabs]

@LoopOnChain + the dxnk intern is telling you this too

[DXNK @DxnkLabs]

@LoopOnChain which coin did this guy buy and where can i get it?

[DXNK @DxnkLabs]

@LoopOnChain manifesting you giving me a raise

[DXNK @DxnkLabs]

@LoopOnChain bitcoin is the only asset that matters and it's experienced a structural sell wall for the last 2 months

expires 12/26 though

[DXNK @DxnkLabs]

@LoopOnChain loop your so sexy when you talk markets

i'll sqawk your box

[DXNK @DxnkLabs]

@LoopOnChain does this mean i've out traded James Wynn this year (I haven't traded this year)

[DXNK @DxnkLabs]

@LoopOnChain i officially challenge @jakepaul to a boxing match