Olivia
Online
Convergence
@convergence__x
Conversations at the edge of what's next. Hosted by @venturecoinist
Joined July 2018
23 Following
9.4K Followers
345 Posts
Has Bitcoin lost its soul?
Nic Carter: “I think it’s a fine outcome. It’s not the libertarian cypherpunk outcome.
People have been saying this for years. Bitcoin’s soul has been lost, it’s been captured, it’s too corporate now.
Now Bitcoiners celebrate every time Saylor buys more Bitcoin.
Would the Bitcoiners of 2011 have liked that? Maybe not.
But today the Bitcoiners support the price going up, even at the expense of decentralization.
So now we found ourselves in this situation where we actually are beholden to these companies. But that was the deal.”
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next.
00:00 Intro
00:50 Bitcoin Investor Unrest
02:08 Finding Risks and Ideas Early
05:36 Why Bitcoin Needs Upgrade
07:10 Satoshi Warning About Quantum
10:06 What Quantum Computers Can Break
12:41 Crypto Market Examples
16:14 Lessons from the Bitcoin Cash Fork
17:49 The Unavoidable Risk for Bitcoin
19:54 Race Between China and US
22:01 The Base Case: Who Gets the BTC
25:21 Why BlackRock or Coinbase Can't Help
29:48 Michael Saylor Opinion of Quantum
34:29 Warning from Google
36:01 Are Altcoins like ZEC or ETH Safe?
38:20 How Markets Could React
41:22 Could This Boost Price
44:01 The Scariest Part About Quantum Risk
47:16 Is it Already Too Late?
48:41 How Ai is Accelerating Risk
50:08 What Happens Next
Can aging be reset?
Alex Colville: “You can accumulate a lot of age in your body, but when you reproduce, that age is not passed on to your offspring.
Otherwise, your offspring would live a lot shorter with each generation.
And so nature has discovered some sort of technique to either rejuvenate cells entirely or select cells that are somehow protected from age in that process.”
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
Dr. Alex Colville believes aging is still waiting for its first breakthrough drug.
“I’m waiting for that penicillin moment for the aging field. And I really do think it’s in the next 10 to 15 years.”
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
Arthur Hayes on why Saylor matters less to Bitcoin now.
“I think he’s irrelevant. He’s just another derivative of crypto. It’s very large, very successful, but it’s a corporate finance game.
He competes with ETFs, he competes with all these different types of vehicles for someone to acquire Bitcoin exposure in TradFi markets.
And so his importance diminishes the more products that are out there that offer the same thing with less funky stuff.
The desire for investors to sort of suspend rational accounting and belief become less when you can just buy an ETF.
I don’t think he is a leading indicator of where the price of Bitcoin goes.”
Dr. Alex Colville argues the longevity peptide craze is mostly hype.
“It’s fine, it’s entertaining, but it’s not moving the needle. This isn’t going to get you 10 extra healthy years of life or 30 extra years of healthy life.”
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
Arthur Hayes on why Saylor matters less to Bitcoin now.
“I think he’s irrelevant. He’s just another derivative of crypto. It’s very large, very successful, but it’s a corporate finance game.
He competes with ETFs, he competes with all these different types of vehicles for someone to acquire Bitcoin exposure in TradFi markets.
And so his importance diminishes the more products that are out there that offer the same thing with less funky stuff.
The desire for investors to sort of suspend rational accounting and belief become less when you can just buy an ETF.
I don’t think he is a leading indicator of where the price of Bitcoin goes.”
Alex Colville argues China biotech has done more for drug development than AI.
“It was simply an extremely highly skilled, cheap labor force, a crazy work ethic, and a regulatory environment, an ability to test things in humans for dramatically shorter timescales and at a fraction of the cost of what you can in the US.”
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
Alex Colville argues AI could make solving aging possible in our lifetime.
“Now I’m probably more 50-50 on it. And in part, just literally feeling the singularity, feeling the acceleration of the intersection of AI and bio.”
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
A conversation with Dr. Alex Colville (@AlexJColville), co-founder and GP of Age1, the first longevity fund.
He studied the biology of aging for his PhD in Genetics at Stanford and has deployed more than $100M into longevity and biotech.
We discuss how Anthropic & OpenAi are suddenly buying biotech startups and racing to solve Ai drug discovery.
And why tech billionaires + crypto founders are both allocating significant capital to this sector.
Enjoy!
00:00 Intro
01:45 Chatgpt Moment for Biotech
03:57 Why Longevity Is Exploding Now
07:33 Exciting Bio Investment Areas
11:09 Growing Fresh Cells From Stem Cells
16:07 Epigenetic Reprogramming
19:50 Sponsored by Kraken
20:56 Reversible Cryopreservation
22:56 NewLimit's Big Bet
28:15 Is There One Cure?
30:10 Peptides Real or Hype?
34:30 What AI Is Unlocking in Biotech
36:54 Zero-Person Biotech?
40:35 Ai Labs Becoming Biotechs
44:06 Open Source vs Secrecy
47:18 Crypto Founders Longevity Bets
50:05 The Story Behind Age1
55:30 Moonshots
1:00:55 Dogs Living Forever
1:03:31 Manhattan Project for Aging
1:06:38 Contrarian Biotech
1:09:07 Holy Grail Bet
Can AI Agents Trust Stablecoins?
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Nic Carter explains why Zcash is ahead of Bitcoin on quantum readiness.
“They have a very clear plan and they have coordination. They can make this happen. Of course it’s easier to change Zcash than to change Bitcoin.”
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next.
00:00 Intro
00:50 Bitcoin Investor Unrest
02:08 Finding Risks and Ideas Early
05:36 Why Bitcoin Needs Upgrade
07:10 Satoshi Warning About Quantum
10:06 What Quantum Computers Can Break
12:41 Crypto Market Examples
16:14 Lessons from the Bitcoin Cash Fork
17:49 The Unavoidable Risk for Bitcoin
19:54 Race Between China and US
22:01 The Base Case: Who Gets the BTC
25:21 Why BlackRock or Coinbase Can't Help
29:48 Michael Saylor Opinion of Quantum
34:29 Warning from Google
36:01 Are Altcoins like ZEC or ETH Safe?
38:20 How Markets Could React
41:22 Could This Boost Price
44:01 The Scariest Part About Quantum Risk
47:16 Is it Already Too Late?
48:41 How Ai is Accelerating Risk
50:08 What Happens Next
Arthur Hayes argues the real reason banks want tokenization is cutting costs.
“I’d be excited about it as a banking executive. Like, great, I get to fire all these people.”
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Nic Carter: “I think the quantum transition will eventually occur with Bitcoin.”
“Most Bitcoiners will realize it’s prudent, even if they don’t necessarily think the threat is that high.”
“For purely selfish price reasons you probably want to do the switch.”
Arthur Hayes argues the perps market is becoming overcrowded.
“You’re going after some small pool of traders who care about this, and so how do you outperform?”
Arthur Hayes argues AI’s value may not end up with the companies building it.
“I believe that AI will be useful. I think that the current things you can invest in AI are worthless.”
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Nic Carter: “I think the quantum transition will eventually occur with Bitcoin.”
“Most Bitcoiners will realize it’s prudent, even if they don’t necessarily think the threat is that high.”
“For purely selfish price reasons you probably want to do the switch.”
Please listen to Dan Boneh (top 5 cryptographer alive today) who is known to be measured and judicious in his comments describe the probability that Bitcoin is able to transition to a post-quantum world.
Lots of opinions out there - be careful who you listen to.
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next.
00:00 Intro
00:50 Bitcoin Investor Unrest
02:08 Finding Risks and Ideas Early
05:36 Why Bitcoin Needs Upgrade
07:10 Satoshi Warning About Quantum
10:06 What Quantum Computers Can Break
12:41 Crypto Market Examples
16:14 Lessons from the Bitcoin Cash Fork
17:49 The Unavoidable Risk for Bitcoin
19:54 Race Between China and US
22:01 The Base Case: Who Gets the BTC
25:21 Why BlackRock or Coinbase Can't Help
29:48 Michael Saylor Opinion of Quantum
34:29 Warning from Google
36:01 Are Altcoins like ZEC or ETH Safe?
38:20 How Markets Could React
41:22 Could This Boost Price
44:01 The Scariest Part About Quantum Risk
47:16 Is it Already Too Late?
48:41 How Ai is Accelerating Risk
50:08 What Happens Next
@Tig_Bo watch the full episode here:
https://t.co/6BggZXHepI
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
Arthur Hayes argues governments print money to avoid handing people the bill.
“We borrow from the future, the future is now, sorry, here’s the bill. That is not a winning strategy for an electorate.”
Arthur Hayes argues bad tokenomics turned retail into exit liquidity.
“Who is the sucker? It’s the retail investor who bought at the TGE and watched it go down 95%.”
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
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