CL

@bittenbin, ex equities pm & dota2 pro

[CL @calvinlbz]

something cool (and ofc useful & complimentary to HL’s vision) is coming soon

[CL @calvinlbz]

in recent mornings during meditation i'd often enter into this spiritual state where i feel the urge of building a sufficiently good & useful protocol on hyperEVM

hyperliquid

[CL @calvinlbz]

find someone who loves you as much as Elon hates Sam Altman

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

[CL @calvinlbz]

@_lyraaaa_ thank you, Mr Bill Hines

[CL @calvinlbz]

@BoringBiz_ think this is def a great scene but the one where Steve Carell talks with the CDO manager should take the crown

[CL @calvinlbz]

@qcapital2020 tbh cloudfare doesn't seem overvalued, esp compared w the other 3

[CL @calvinlbz]

@MarceloLima bangerrr

[CL @calvinlbz]

@Anomali210830 surely we can live beyond 3/4/2105 and i wish you good health

[CL @calvinlbz]

@heart_ perfect blank space for some TEMU ads

[CL @calvinlbz]

@toolatekush @Chrisjjosephs funding should inherently be more expensive than interest as it's a premium on top of the risk free rate that you pay to get leverage exposure, also you lose dividend on the underlying unless there's special funding adjustment around ex-div date

[CL @calvinlbz]

@toolatekush @Chrisjjosephs not with double/triple digits funding

[CL @calvinlbz]

@retiremeplease 3^59 actually

[CL @calvinlbz]

@BadlyLiquidated is his name Jensen Jobs

[CL @calvinlbz]

@R89Capital pretty sure that if any bank does get hacked we're gonna get the price action similar to 9-mar-2023 when SVB went bankrupt and crypto nuked first before making new highs

[CL @calvinlbz]

@loraclexyz it seems that the bull case for btc ( & crypto in general) have always required a bear/brutal case in society as a necessary (but not sufficient) condition tho

[CL @calvinlbz]

@CtrlAltDwayne @vokaysh lmaooo

[CL @calvinlbz]

@luusssso translucent imac esp in tangerine was peak aesthetic

[CL @calvinlbz]

@cplangfo can i join as the deputy head of coffee experience ~ ?

[CL @calvinlbz]

in crypto we just call this another wednesday

[CL @calvinlbz]

@itsMikeKipruto in crypto we just call this another wednesday

[CL @calvinlbz]

@GwartyGwart bro i'm not used to clicking "Show More" to enjoy your posts