Frank125

AI Research & Infrastructure Builder | Independent researcher focused on financial markets, tech systems | Council Member of @LifeVerse_GG

[Frank125 @Frank_LifeVerse]

@0xWenMoon What does investing in a company’s equity have to do with their non-equity token’s market cap?

[Frank125 @Frank_LifeVerse]

@betirement Can you explain why increasing the dividend on STRC and paying out more cash is better for all shareholders vs buying back STRC at a discount and paying out less cash?

[Frank125 @Frank_LifeVerse]

Unpopular opinion: @saylor can repurchase $STRC at a 15% discount and re-issue it for $100 when the discount closes.

[Frank125 @Frank_LifeVerse]

@PhilipJohnston @SpaceX $1.6 trillion.

[Frank125 @Frank_LifeVerse]

What has OpenAI built that indicates they’re building more than the products that sit on any infrastructure platform? They’re not building random web sites, they’re building tools to do that. They’re not building the next DoorDash app, nor Spotify, nor Airbnb. Only tokens and tools to build with.

[Frank125 @Frank_LifeVerse]

@grok Thanks for confirming that only up to $4T of retirement money is invested in S&P 500 index funds compared to “$30T in retirement funds forced to invest” stated by @Hedgeye.

Less than 10% ($4T of $49T) of retirement assets means less than 0.1% exposure. Hopefully you can see the difference.

[Frank125 @Frank_LifeVerse]

@dee_bosa @zerohedge Why do you call it a fallback plan? It’s a way to optimally monetize their investments over time. This is a marathon arms race. Some companies will move ahead and fall behind repeatedly. When someone else needs more compute, monetize it, and take it back when you need it.

[Frank125 @Frank_LifeVerse]

@manasrnkar Where do they work at? Or even just one of them? Seeing a lot of engagement farming with posts like these but they lack substance without any specifics.

[Frank125 @Frank_LifeVerse]

@HedgieMarkets Hey @HedgieMarkets - Given that SoftBank wanted low double digit ownership in OpenAI (12-15%) for future dilution to 10%… Isn’t it better to fund the whole position with less capital by borrowing? I.e. $30B cash + $30B debt vs $60B cash? Neither you nor Bloomberg consider that.

[Frank125 @Frank_LifeVerse]

@SJosephBurns Non profit organizations.

[Frank125 @Frank_LifeVerse]

Amazing to see my X feed filled with so many people salivating over this JP Morgan scandal story that was totally fake.

Someone should build a misinformation detection agent to stop the madness.

[Frank125 @Frank_LifeVerse]

@deedydas We used to ask that question and it was incredibly useful to filter out candidates. The filter worked on you per my recollection, so props to us. It also let you do things you were better at since you weren’t a good fit for us. Seems like this was an optimal result for all of us.

[Frank125 @Frank_LifeVerse]

@junkbondinvest Why don’t you doomsday nonsensers acknowledge this @junkbondinvest ? Is it because you’re only interested in engagement via your clickbait nonsense?

[Frank125 @Frank_LifeVerse]

@junkbondinvest But most of the private credit held by the funds mentioned (actually most pension/insurer) are just private placements of publicly traded bonds. It’s far cheaper not to pay rating agencies absurd amounts for medium-small tranches and pay a slightly higher coupon rate instead.

[Frank125 @Frank_LifeVerse]

How are the Web3 “agents” doing vs the actual AI agents developed by actual tech companies?

Answer: The web3 ones don’t exist anymore.

How’d your failed prediction do @0xSammy ?

[Frank125 @Frank_LifeVerse]

Web3 "AI Agents": Glorified chatbots with a token.

Web2 AI Agents: Skynet's interns.

According to crypto twitter, when Jensen Huang says AI agents will be a "multi-trillion dollar opportunity", he's talking about chatbot tokens. Right @0xsammy ?

[Frank125 @Frank_LifeVerse]

@orrdavid I’d be happy to be your dedicated design guy and join as a PM. Also happy to play you HUNL for the opportunity. No, I won’t pull my investments in your funds when you lose nor if you hire worse PMs.

[Frank125 @Frank_LifeVerse]

@burkov Elon’s first purchase? He bought X (the platform you’re using), Tesla, SolarCity, Atomic Semi, and others. How is cursor his “first purchase”?

[Frank125 @Frank_LifeVerse]

@XFreeze My GPT 5.5 gave me the following in their answer, excluding quotes. Perhaps this is because you have a basic or poor system prompt/instruction whereas I have an optimized one? I assume everyone optimizes their configuration but perhaps @XFreeze makes theirs worse?

“11, 10”

[Frank125 @Frank_LifeVerse]

@evisdrenova Not surprising to any of the customers of these products though. @perplexity_ai @AravSrinivas continues to build what their team wants and not what their customers want. Rare to find a software company that ignores their customers so aggressively.