Prox

Trading @cozy_fnf Making it is hard, keeping it is harder

[Prox @ProximoTrades]

Have been pushing daily Polymarket volume for a while now, seems to be pretty asymmetric considering friction to push legit volume, total volume and the super high FDVs they have been raising at.

If you have an edge or strategy, push it.

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@izebel_eth @kevinxu 😂😂

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Like clockwork

[*Walter Bloomberg @DeItaone]

TRUMP: “I CALL THE SHOTS. I CALL ALL THE SHOTS. HE [NETANYAHU] DOESN’T CALL THE SHOTS.” - FT INTERVIEW

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@PenguinWeb3 😭

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The future could be bright for those with discipline and correctly allocated capital. This has always been the case, but even more so now.

[tailrisked @tailrisked]

https://t.co/Q7Sk4a28Uw

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@citrini 🥲

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@krsmece77699 @DThomasStealth Have u seen crypto or software brother

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@MapleLeafCap Isnt warren retired now?

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@d_gilz goat

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@tradfi

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@pulsarhelium @Share_Talk @SmallCapCanada @MiningCDN @that_stocks_guy @CrucibleCap @Aktien_Olaf @Robin25461631 @VictorZubarev @adeerus @MGenesisInvest where are the flow results

[Prox @ProximoTrades]

@crypto_condom @aleabitoreddit Dont 100% agree with how they operate, but as always if you’re early to a call, you win

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@BenWarbecker002 @arhajati @SolLunix 😭

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@bubbleboi 😂😂😂😂😂

[Prox @ProximoTrades]

Should have been investigating semis but lets hope $poly offsets that 😅

[Prox @ProximoTrades]

Have been pushing daily Polymarket volume for a while now, seems to be pretty asymmetric considering friction to push legit volume, total volume and the super high FDVs they have been raising at.

If you have an edge or strategy, push it.

[Aaron @Aaronwei3n]

Sheesh.

$NVDA VR200 Bom Analysis from MS.

[dylan ツ @demian_ai]

Semianalysis published a table last night that does more for the demand side narrative than 6 months of analyst commentary lol.

Token cost vs human labor cost on 9 real internal workflows. and EVERY SINGLE ONE had ROI over 10x (most landed between 60 and 90x)

The workflow that stuck was an initiation note on $HPE, covering roadmap, balance sheet, and capex sustainability. The cost in tokens was 21,33$.
The cost in analyst time, at 20 hours and 50 dollars an hour, was 2k dollars (so ROI of 93x)

You can argue about how generalizable a single workflow is but it's hard to argue with the moment the analyst sees the receipt. The workflow does not go back. The senior analyst will not return to a process that costs 90 times more, and the junior will not be allowed to.

The reason this is not cyclical demand is the reason the cotton gin did not roll back. Once the labor cost of a task drops by 90 plus percent, the unit of work changes.

The old workflow is not slow, its gone.
The buyers of intelligence at every desk in finance, law, consulting, and biotech are about to spend the next 2 years rediscovering that they have been paying 100x more than the new floor for the same answer.

The other line in the SemiAnalysis post that stuck out was that banks are not using this yet. Most enterprises are not. The token bill of the next 24 months is going to be funded by people who saw a 21 dollar receipt and could not unsee it.

The demand curve does not bend until the supply curve does

[Prox @ProximoTrades]

@Ren_aramb Txn, On, Vsh are favourites from citrini. Hes been adding every week almost

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@BladeoftheS