Liminal Collective

Informal writing collective of independent investors and analysts interested in frontier markets including crypto, AI, and robotics. Disclaimers in write-ups.

[Liminal Collective @Liminal_HQ]

hello world, welcome to liminal

[Charlie @0xBroze]

https://t.co/5tD6ps5AZZ

[Liminal Collective @Liminal_HQ]

Our latest individual write-up comes from @0xkyle__ on asymmetry in crypto:

[Liminal Collective @Liminal_HQ]

https://t.co/pkSF57HSZF

[Liminal Collective @Liminal_HQ]

https://t.co/pkSF57HSZF

[Liminal Collective @Liminal_HQ]

Be sure to check out our latest individual contributor write-up about Capital Formation in Crypto from @desh_saurabh:

[Liminal Collective @Liminal_HQ]

https://t.co/dPpkj8e4l0

[Liminal Collective @Liminal_HQ]

https://t.co/dPpkj8e4l0

[Liminal Collective @Liminal_HQ]

In this bi-weekly write-up:

- @FloodCapital shares his updated thoughts on crypto, AI, and GLXY

- @wclemente talks through the potential bull case for BTC

- @mrinko shares his thoughts on MetaDAO

[Liminal Collective @Liminal_HQ]

https://t.co/YgRsskNFVp

[Liminal Collective @Liminal_HQ]

https://t.co/YgRsskNFVp

[Liminal Collective @Liminal_HQ]

https://t.co/kMlPWzaPUr

[Liminal Collective @Liminal_HQ]

@0xMrMarket wrong liminal

[Will @WClemente]

https://t.co/calU7u5I4F

[Liminal Collective @Liminal_HQ]

Legal Disclaimer:

Liminal's writings are provided for informational and educational purposes only and by no means constitute financial, investment, legal, or professional advice. Liminal is an informal writing collective. The content is prepared by a group of individuals who may invest their own money or work at various research/investment firms, and it reflects general commentary on financial markets and technology developments. Opinions expressed are those of the contributors and do not necessarily reflect the views of any affiliated organizations. No information in this newsletter should be construed as a recommendation to buy, sell, or hold any security, token, financial product, or investment, nor should it be considered a solicitation to engage in any investment activity. Readers are solely responsible for their own investment decisions and should conduct independent research, consult with qualified financial advisors, and consider their individual financial circumstances before taking any action. The newsletter does not guarantee the accuracy, completeness, or timeliness of the information provided, and past performance of markets or investments discussed is not indicative of future results. Writing may/may not always properly cite sources, but assume any charts/graphics/materials within writings are not always being represented as anyone's own and are included in write-ups for informational purposes only. Investing in financial markets involves significant risks, including the potential loss of principal. Liminal, as an informal writing collective, and its contributors are not liable for any losses, damages, or costs arising from the use of or reliance on this newsletter’s content. Readers should verify all information independently and be aware of the risks associated with investments in securities or other financial instruments. This writing-up may discuss companies, technologies, or industries in which contributors have personal investments or professional affiliations. Any such interests are not necessarily always disclosed, and readers should assume contributors may have conflicts of interest. Liminal makes no representations regarding the impartiality of the information provided. By reading this newsletter, you agree to Liminal, as a informal writing collective, its contributors, and affiliates harmless from any claims or liabilities arising from your use of the information provided. For specific financial or legal advice, please consult a licensed professional.

[Liminal Collective @Liminal_HQ]

https://t.co/V98cMaWPeH

[Liminal Collective @Liminal_HQ]

Our third bi-weekly thought dump is live!

@skyiszen leads off with a deep dive on positioning and flows

@FloodCapital shares his AI <> Crypto barbell strategy

@wclemente discusses rate cuts and a K shaped economy

@mrinko closes with an essay on the nation state AI race

[Liminal Collective @Liminal_HQ]

https://t.co/V98cMaWPeH

[Liminal Collective @Liminal_HQ]

Our second bi-weekly thought dump is live! In this write-up:

@mrinko carries with a deep dive on Tesla and Optimus.

@FloodCapital provides his thoughts on humanoid robotics as a thematic investment basket.

@wclemente shares updates on his gold trade

[Liminal Collective @Liminal_HQ]

https://t.co/RwN2bPcwA6

[Liminal Collective @Liminal_HQ]

https://t.co/RwN2bPcwA6

[Liminal Collective @Liminal_HQ]

Our first bi-weekly thought dump is live, written by @mrinko @floodcapital @wclemente

We discuss:

- Recent AI Developments
- Galaxy & AI/HPC Datacenters
- Rising inflation, Jackson Hole, & macro dynamics

[Liminal Collective @Liminal_HQ]

https://t.co/44g0ku38IO

[Liminal Collective @Liminal_HQ]

https://t.co/44g0ku38IO

[Liminal Collective @Liminal_HQ]

@Achraf_yhy @wclemente @karl_0x Everything will be uploaded directly to Twitter for now!