DGM

Critical but not too critical, sociable most of the time & trying to remain balanced.

[DGM @Earthflyer]

Here is a clear warning for us all and especially those hooked on AI fact checking. Just be careful your nose isn't in the same fart chamber as an AI slop bot

[DGM @Earthflyer]

@Matt_Pinner 19

[MartyParty @martypartymusic]

A great crypto thesis: @Solana will disrupt @Apple, @Samsung, @google and cloud service providers @Microsoft and @amazon

Yes, that’s right. I’m not talking about Ethereum, Polygon, Cardano, Avalanche, Hedera, or any other chain. And no, I’m not talking about the Saga phone. I’m talking about the world of software applications. I think Solana in particular will be the crypto winner in this domain by a wide margin. Let’s talk about why…

The application layer

Imagine you buy a new phone. It doesn’t matter which brand, but imagine that this phone costs you $1000, and it’s better than an iPhone. Way better. It’s loaded up with all the apps you expect, but they are better than the Apple equivalents.

The calendar/to-do apps are all built by third parties, so you can pick which ones you like the most, but they all integrate seamlessly together. They can share your data between them. Want to switch to a new calendar app? Just download it, and you don’t even need to migrate your data to the new app. It’s already there when you open the app.

Now imagine you open your navigation app, and all those calendar events are loaded into it, and it offers a screen that tells you the estimated commute times for each event location. No app integrations necessary.

Not only that, but you can open a random restaurant recommendation app, and an AI model will look at your travel patterns, grocery preferences, and pre-existing eating habits, and automatically recommend 10 new restaurants that you’re going to love. But you’re feeling more adventurous, and you speak to it, saying, “I was actually thinking about trying out Himalayan food, preferably not too expensive” and it produces a nice (probably small) list of options. You say, “schedule a date with my wife for tomorrow at that second one on the list,” and it creates a calendar event, invites your wife (who uses a totally different calendar app), and makes the reservation for you.

Now imagine that all of this happens without any centralized entity collecting your personal data. It’s all encrypted and it all lives on the Solana blockchain. Not only that, but all the apps are super cheap and usually free. The only catch is that you spend about $3/month on SOL that you need in order to use these apps.

How is this possible? Well, the entire point of blockchains is to have a globally shared state that can be accessed by anyone at any time. Imagine if all the Web2 tech companies shared a single database and could integrate all their apps together to give you a seamless user experience across all of them. Solana enables that.

With this type of system, we don’t need those big tech companies collecting “platform rent.” Individual companies lose their network effect when the network is global, permissionless, and open-source. Now the companies building applications will need to focus less on building a huge moat of personal data capture & exclusive “walled gardens” of applications, and will instead focus more on delivering great user experiences. They won’t be able to rest on their laurels because they have all their users locked in. Users can’t be locked in if their data is freely available to competing apps. The friction of switching to a new app becomes nonexistent.

The underlying tech

Let’s talk about the technical reasons that Solana not only meets these requirements, but is also the most likely candidate to dominate this use case.

To do all of these seamless app integrations, you can’t be constantly splitting up that state onto multiple shards and rollup chains. Instead, you really need a single integrated blockchain that holds all the state on-chain. Obviously you can get away with using multiple layers of chains, but that’s way more complicated for developers and potentially the end users. We want simplicity and ease, so a monolithic blockchain is ideal. As much as admire Ethereums history, Ethereum’s model is far less than ideal.

[DGM @Earthflyer]

@RealVision @RaoulGMI Looking forward to seeing the new platform

[DGM @Earthflyer]

@RealVision @RaoulGMI Looking forward to seeing the new platform

[Real Vision @RealVision]

🚨GIVEAWAY

5 winners, $1000 each

Steps:
1. Join our waitlist (link below)
2. Drop a screenshot of the email confirmation
3. Like & RT this post

If we double the waitlist total by Sunday, .@RaoulGMI will add $5k more to one extra winner!

Winners announced on Monday, Oct 27

[Real Vision @RealVision]

Good luck, everyone! Start by joining the waitlist below 👇 https://t.co/IfPjcyfmSu

[DGM @Earthflyer]

So on point!

[DurdenBTC @DurdenBTC]

Zoom out. The 4 year cycle is dead.

Long live our new overlord: the slow-grind-fuck-everyone-melt-up cycle.

Today: HY credit rising from the 2022 trough.. no rollover, no stress.

HY credit = risk-on barometer; rising prices/tight spreads extend cycles. BTC peaks when credit peaks & begins to roll-over; that’s not happening yet.

Max pain for bears & leverage monkeys = a slow squeeze into 2026.

When QT officially ends & eventually Powell get's replaced by a dovish sycophant.. volatility will surge back into Bitcoin, my bet is to the upside.

s/o to @BitcoinMagazine, they have an excellent beginner suite of Macro BTC charts.

[DGM @Earthflyer]

#SQ732 delayed due broken aircraft yet no published delay and a revised ETD fast approaching with no aircraft at the new gate #curious @flightradar24 @SingaporeAir

[DGM @Earthflyer]

https://t.co/rNHrWaVxHr

[SolanaNews.sol @solananew]

Source:

[DGM @Earthflyer]

Checking out ZigChain given their institutional links to Binance and moves into RWA tokenisation https://t.co/wQGMWi7Q6n

[Margo Martin @MargoMartin47]

JUST NOW!

President Trump signs an Executive Order establishing the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile 🇺🇸

[DGM @Earthflyer]

This might cut it for a low cost airline ...... just. Total garbage product otherwise

[Bio Protocol @BioProtocol]

We need rocket fuel for bio/acc

Not the inflation-financed pools of government grants, regulatory capture capitalism, but a wildfire of scientific & patient communities, open financial protocols, AI-driven allocation systems

✺ Sign the #bioacc manifesto https://t.co/aifq0RHF9s

[Bio Protocol @BioProtocol]

Is Biology Quantum?

Join in 15 MINUTES as we unveil the newest BioDAO, @QuantumBioDAO ⚛️

Co-founders @ClariceDAiello & @geoffanders will share the DAO's roadmap and present findings from their new study showing the quantum effects of magnetic fields in cells.

Streaming from X & Linkedin - tune in!

[DGM @Earthflyer]

@RaoulGMI @TheRVCollective 🙌🍌 too good

[DGM @Earthflyer]

@chrismaheras_ The whole situation is very distressing 😢

[Flight Emergency @FlightEmergency]

A Japanese Airlines plane seems to have caught fire after crash landing at Haneda Airport

@RadaBoxCom

[Anthony Pesec @anthonypesec]

Qantas $QAN just announced that they'll do a THIRD share buyback to return more money to shareholders this morning.

How about returning the billions of dollars of taxpayer money that was negligently gifted to them a few years ago by the @ScottMorrisonMP Government?