EconTakes

|| Live and let live ||

[EconTakes @Ni23506097]

@dividenddude marginal improvements in model performance now matters less than product integration

[EconTakes @Ni23506097]

@HedgieMarkets being early is always painful short-term

[EconTakes @Ni23506097]

@zoomerfied post 2024 crypto = crime

[EconTakes @Ni23506097]

@SachkndgrBrgr @deepseek_ai nova models

[EconTakes @Ni23506097]

@dorse054 this hit piece says more about you than semianalysis. don't get married to your stocks and lose your integrity, dude

[EconTakes @Ni23506097]

@mostwanted1896 @DeItaone bearish, but, still the max upside. nvda, meta

[EconTakes @Ni23506097]

@PeterSchiff Next is gold. AI abundance will not spare a precious metal that has almost unlimited supply

[EconTakes @Ni23506097]

"We live in an era of fraud in America. Not just in banking, but in government, education, religion, food, even baseball. What bothers me isn't that fraud is not nice. Or that fraud is mean. For fifteen thousand years, fraud and short-sighted thinking have never, ever worked. Not once. Eventually you get caught; things go south. When the hell did we forget all that? I thought we were better than this; I really did."
Mark Baum

[EconTakes @Ni23506097]

@d3h3d_ doesn't make sense, but good luck with that

[EconTakes @Ni23506097]

sui is best for which one?
1) stablecoins? better than stable, arc, plasma and aptos?
2) mev resistant clob trading? better than hyperliquidx, lighter etc.?
3) Decentralisation? Better than Ethereum?
4) meme trading? better than solana?

What is the pmf? Market has changed significantly since mysten labs and paid kols ran the sol killer narrative.

https://t.co/JCPonLo5dt

[EconTakes @Ni23506097]

Not sure what this means. If by macro you mean blockchain token performance, Sui has won in the short term. That doesn't guarantee it will perform well in the future. Landscape is changing fast. We have big players launching their own L1 chains (not L2), aptos eco set to become the architecture for high throughput trading with Shelby and Decibel, Ethereum zK chains increasing throughput etc.

Sui prolly is the place for IKA. given the 10k tps throughput ika is not the architecture for high throughput trading but for other usecases

There have been periods of extended price gains for L1 alts before not only Sui- MATIC, SOL etc.

In a multi chain world Sui will have to compete with Sol for retail (memes, games etc.), aptos is going the high throughput trading direction.

Inter-chain protocols will be the new layer zero and bullish on IKA

[EconTakes @Ni23506097]

@d3h3d_ @SuiFoundation @SuiNetwork @ikadotxyz @WalrusProtocol go multi chain unless you want to sink when mysten hype fades

https://t.co/Rndd5cOZN8

[EconTakes @Ni23506097]

@d3h3d_ @ikadotxyz @SuiNetwork are you fixated on Sui chain due to ika architecture or mysten labs investment. Wht prevents ika becoming chain agnostic.
You only bet on one chain if that is your ceiling. Doesn't make sense from an economic pov. Usecase- similar to near intents but Sui

[EconTakes @Ni23506097]

@arkham when religion, race and culture wars are a perfect camouflage for max extraction

[EconTakes @Ni23506097]

@coinbureau XRP initial allocation:
80% Ripple Labs, 20% founders, and 0.2% airdropped to early users

DAT = Ripple labs' shell

[EconTakes @Ni23506097]

@EmanAbio tired of huge weeks. please no more huge weeks

[EconTakes @Ni23506097]

@DegenerateNews DATs looking good here

[EconTakes @Ni23506097]

@solidintel_x we want a new chain too, lol

[EconTakes @Ni23506097]

@coinbureau we just need one Chinese LLM that beats all us models for the entire bubble to burst

[EconTakes @Ni23506097]

@solidintel_x lol, trump doesnt have cards anymore. China has achieved near parity in chip manufacturing tech, otherwise they wouldn't go for this confrontation. they own the entire supply chain