Mirae

market infra architect

[Mirae @da_architect]

What do you think of the opinion on the neocloud from

@LinQingV ?

Neocloud is a tough business. High debt, high financial costs, holding a bunch of rapidly depreciating assets, with massive depreciation charged to the books every year. Every few years, it has to go through another round of massive capital expenditures, over and over in a vicious cycle. This model can barely keep spinning during economic upswings, but once it hits a downturn, it's most likely headed for bankruptcy and liquidation, with a line of creditors waiting and equity wiped out to zero. Short-term swing trading can work, but long-term holding? Forget it.

[Mirae @da_architect]

중앙은행이 스테이블코인에 어떻게 관여할 수 있는지를 생각해 볼 수 있는 자료.

다만, systemic stablecoin 규모로 원화스테이블코인 성장할 것인지는 두고 볼 일...

https://t.co/7o5CWdWVIg

[Mirae @da_architect]

NV-link등을 이용해 GPU간 sync가 매우 매끄럽게 이루지고 있는데, 물리적으로 이격된 Tesla 차량간 병렬연산은 비효율적일 것으로 생각되는데... 약 1년 전에 crypto하는 사람들이 개인이 가지고 있는 GPU를 빌려주는 대가로 crypto로 보상하는 business를 생각했는데 현실적으로 불가능하다는 방향으로 결론이 난 것으로 알고 있습니다.

[Mirae @da_architect]

@MikeLongTerm @X Thanks Mike, I learn a lot from you.

[Mirae @da_architect]

@sachinvats Sachin, are you going to cut down some of your shares?

[Mirae @da_architect]

Best explanation for Deep Seek in Korean

https://t.co/GaAwNoPfV3

[Mirae @da_architect]

https://t.co/yVsxlJxPv3

[Mirae @da_architect]

@MikeLongTerm @blocks Mike, what is your price target in six months?

[Mirae @da_architect]

"에어비앤비는 왜 무너지고 있나" https://t.co/eTOOdxVUoH #브런치

[Mirae @da_architect]

A useful framework for understanding stablecoins: Banking history https://t.co/4cF7uZvSft

[Mirae @da_architect]

@MikeLongTerm can you elaborate on the reasons? thanks

[Mirae @da_architect]

USDC and the Future of AI Agents | NovaNet https://t.co/G377hIGdXH

[엔팔좋아 @NPjoa_Hodl]

조회수 2만6천
모두들 리트윗 한번씩!

[Mirae @da_architect]

https://t.co/daViT21zgC

[MrBeast @MrBeast]

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made)

I’ll pick the winners in 72 hours

[Mirae @da_architect]

https://t.co/FJ44HNCZ2W

[Mirae @da_architect]

@drmusician1 sure!!

[Mirae @da_architect]

https://t.co/PDa4xXgbkg

[Mirae @da_architect]

https://t.co/DThqWATXk4

[Elon Musk @elonmusk]

https://t.co/VzTxpktH1q