Nickel Alchemist

Governance, alignment and financial primitives. I don’t shill things I don’t believe. Ex-engineer/brick and mortar entrepreneur.

[Nickel Alchemist @NickelJ3]

Sodium Ion Batteries going to have a bigger impact than AI over the next decade.

If you caught the battery bug before and got burned, this time is different

[Nickel Alchemist @NickelJ3]

@cryptoupdate_io look engagement!

[Nickel Alchemist @NickelJ3]

I will build cool things on Ethereum, the blessed world computer, or die trying

[Clouted @CloutedMind]

thinking eth can go to zero while simultaneously thinking solana or another crypto can go to trillions is a special kind of retarded tbh

people who write off all of crypto as a scam have a better thesis

damn even the bitcoiners that think only bitcoin will survive have a better thesis

it makes zero sense that your thesis is the actual backbone of the entire industry, which is the only remaining bastion of actual crypto value propositions dies but the rest of it, which is far worse and significantly less adopted sends to trillions

[Nickel Alchemist @NickelJ3]

The question has always been efficiency, this is where the team matters. Deal sourcing for their futarchy investment bank matters. Flow matters, network matters, backing and incentives matter

[Nickel Alchemist @NickelJ3]

$AERO captured my imagination a few years ago. It is the right team, right network, right maturity. I want to make an analogy to thermo here breaking down two different functions performed by the AERO ecosystem. This is a conviction post, and a little econ physics for you

[Nickel Alchemist @NickelJ3]

The key here is, it shifts incentives to something that increases entropy in the system, with that "heat", captured by an engine that fuels more entropy.
"the engine" turns belief into certainty by funding potentially +EV ventures into reality

[Nickel Alchemist @NickelJ3]

The broader implication here is material weakness to those without economic intensity and dispersion of expertise.

If you can pay it, great; If you can't, out of necessity you DIY. It's the "K" at work.

DIY won't add to GDP, and pretty destructive to unwind

[Nickel Alchemist @NickelJ3]

Unless I can't do it myself, it has gotten too expensive to hire somebody to do it for me. Armed with AI (Gemini for me) my highest and best use for my time is figuring out just how high that bar has been raised now that I have access the tome of universal maintenance work

[Nickel Alchemist @NickelJ3]

@tszzl We will soon write our own hyperion cantos

[Nickel Alchemist @NickelJ3]

I had some focaccia at a beer garden today that had so much garlic on it, its still coming out of my pores

[Nickel Alchemist @NickelJ3]

@noahlitvin You should try gardening. The good gradients to climb are becoming too few and far between

[Nickel Alchemist @NickelJ3]

@Rory_Johnston True banger

[Rory Johnston @Rory_Johnston]

every barrel counter rn

[Nickel Alchemist @NickelJ3]

Its really quiet

[Hunter Biden @HunterBiden]

@DrNeilStone I agree Dr. We must investigate, because this is crazy.