Ka9.btc

#Crypto #AI

[Ka9.btc @Cop69Crypto]

Join me and trade on Virtuals Protocol! https://t.co/1FbwO8aaVc

[Bluntz @Bluntz_Capital]

literally all the tcg gacha coins are going parabolic.

[Colby @ColbySaysHi]

https://t.co/hTsKWx9soa

[Ansem @blknoiz06]

@MoonOverlord cards

[blue @bluewmist]

Ten lazy years can disappear the moment you lock in. Six months of discipline can erase a decade of drifting. Momentum is magic. It turns yesterday's failures into tomorrow's fuel.

[Cole Walmsley @Cole_Walmsley]

“Inflation is back and higher rates are coming.”

The U.S. Dollar is screwed.

The Treasury must sell ~$2 trillion in new debt this year.

Not to cover new spending. *Just to keep the lights on* and roll over old debt coming due.

That old debt was issued at 1-2%.

It's refinancing at 4.5%+.

Interest expense on the national debt is approaching $1 trillion per year. It's now larger than the entire defense budget. Larger than Medicare.

It's the fastest-growing line item in the federal budget, by far.

Higher rates on rolled-over debt means bigger interest payments.

Bigger interest payments mean bigger deficits.

Bigger deficits mean more debt issuance.

More debt issuance means higher supply of Treasuries.

Higher supply of Treasuries means weaker demand.

Weaker demand means higher yields.

Higher yields means bigger interest payments...

People call it a debt spiral. They're wrong.

It's a death spiral.

The loop feeds itself. Every basis point higher on the 10Y makes next year's refinance worse, which makes everything worse.

The math compounds against the Treasury every single day yields stay here.

The Fed has three doors out. All three open into the same room.

Door 1:

Cut rates

Inflation re-accelerates *on top of* a 6.0% April PPI -- the hottest since 2022 -- and an April CPI that hit a near three-year high. Gasoline onto the fire.

The dollar weakens. Foreign holders of US debt -- a third of the entire market -- watch their real returns get eaten by inflation, then take a second hit on the FX conversion back home. They sell, or demand higher yields to keep buying.

The Fed cuts rates only to watch the market raise them. Their move backfires.

Door 2:

Hold rates.

The $2 trillion in debt rolling over this year keeps refinancing from 1-2% into 4.5%+. Interest expense compounds.

The deficit widens from interest alone, before a single new dollar of spending is approved.

The bond market demands more premium to fund a borrower that looks worse every quarter.

Yields drift higher even though the Fed didn't move.

Door 3:

Hike rates.

Mortgages crack 7%.

Auto delinquencies -- already at 32-year highs -- accelerate.

Regional banks holding underwater Treasuries from the cheap-money era get squeezed like 2023 again. The kicker: the emergency facility that bailed them out last time is closed.

Commercial real estate, sitting on hundreds of billions of debt refinancing in the next two years, gets repriced into a crater. Corporate borrowers refinancing from 2-3% into 7%+ start defaulting.

And the Treasury *still* has to roll $2 trillion in debt over. At an *even higher rate* than before.

The Fed crushes the economy *and* makes its own funding problem worse, in the same move.

All three doors go to the same room:

Impossible-math.

The math always comes due.

In fiat's case, the only historical route is currency debasement.

The Fed eventually monetizes — explicitly through QE, or quietly through yield curve control, or via some politely-named new acronym.

In other words, the purchasing power of the dollar gets destroyed to make the nominal debt serviceable.

That's why they need inflation in the first place. The Fed needs inflation to make the debt math work. You pay the difference. Every dollar you hold loses value to make the equation work.

It's the documented endgame of every fiat regime that has ever existed.

Romans clipped the denarius. The Bank of England suspended gold convertibility. Weimar, Argentina, Zimbabwe, Lebanon, Turkey, Venezuela.

Currency debasement, currency debasement, currency debasement.

Sovereign nations always sacrifice the currency over the bond market. Always. It is the most consistent pattern in 5,000 years of monetary history.

This is the future:

They will print. They will inflate. The dollar will be debased.

Your money will buy less, as it always has. The system will unwind through currency debasement.

Quietly.

Then loudly.

Then suddenly.

The bad news: if you're in the system, you will go down with it.

The good news: you can exit.

The exit strategy is simple.

You *don't* exit through some clever trade that gets you more of the worthless money.

You exit by shifting to a *different* monetary system. One that can't be printed, can't be debased, can't be voted on, and doesn't require trusting the people who built this trap to get you out of it.

You already know what it is.

Fix the money, fix the world.

[Ansem @blknoiz06]

this is a good article, covers a lot of the details on @Collector_Crypt, feels like it's mostly flew under the radar but one of the few crypto consumer apps that has been doing well w/ essentially all user & revenue metrics trending up & to the right

apps with highest ceilings are the ones that also draw interest from crowds external to crypto, what was interesting about this specifically to me is that it's actually +EV for users to draw trading cards from the packs which is unlike 99% of the gacha models, emphasis on giving back to the users is apparent

@solana needs more of these to continue doing well

[Tom Dante @Trader_Dante]

Genuinely, the patience to wait for great trades isn’t easy to come by. If you crave action, you’ll find a way to justify taking almost anything.

I’d like to pretend I honed this discipline over years of work on myself… but that’s largely bs. I have patience because I don’t particularly enjoy this job and don’t wake up wanting to trade.

Each day I look at the markets and ask two questions:

“Is there anything so good I’d feel like a fucking idiot not taking it?”

“If I take this at X with a stop at Y, will I be gobsmacked if I’m stopped out?”

If yes to both, I take the trade. If not, I pass.

It’s important to me that no one takes my fucking money easily.

[Brandon Luu, MD @BrandonLuuMD]

Literally just having a delusional golden retriever mindset measurably changes outcomes and physiology.

Sleep badly? Convince yourself you're well rested.
Stressful day? Convince yourself it's fuel.
Failed? Convince yourself it's useful data.

[Ka9.btc @Cop69Crypto]

@EthanWuX DBeWKYhVCp5QgyZnMCr63XfxC4cy8JWr24LweWcSo7bZ

[toly 🇺🇸 @toly]

The only 4x communists and Senders are going to accomplish is kill 4x as many people as last century. 400m

[goodalexander @goodalexander]

Stuff I wish I knew when I was younger:

1. Doing something poorly and consistently is better than doing it in a world class manner occasionally
2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good idea
3. Most people don’t think about you at all. But some people think about you a lot. If someone who is a baller takes an interest in you for no particular reason just run with it. One trick to vastly improve your relationship outcomes is spend time w people who like you (not ppl who ignore you or treat you poorly).
4. Everything in your life you can categorize as 1) addictive 2) enjoyable. And if you do a bunch of non addictive enjoyable things it’s quite likely you’ll be happier. If you stop doing that basket you’ll burn out, predictably
5. It’s a lot easier to deal directly with negative thoughts than it is to deal with the life circumstances generating them and most of the time you can actually deal w the circumstances more effectively if you’re not tilted
6. Most of the economy is a cartel defined by proximity to central banks, the government, and a small elite. The reason “contrarian” ideas work isn’t because they’re good. It’s bc they’re “king made”. It’s decided in advance who is going to win. You need to decide if you’re going to play or not. There is no halfway
7. Being mad about the system being rigged is a waste of time it’s a lot better to just bet on it, or invest with that as an edge bc most people aren’t blackpilled enough.
8. Most studies - especially social science studies have criminally low r sq or poor methodology. Such that most things you read online don’t actually work. At the same time - your own response to things is fairly predictable. So if you find something that works - you can just go back to that - a lot more easily than optimizing something new
9. Life getting worse after 30 is a scam. Actually - it might genuinely get worse for most people. But it doesn’t have to. The people who most loudly tell you what you need to be happy are the least happy people
10. Over time your outcomes are mostly determined by the quality of your network, your investment rate of return and your tax rate. But every once in a while you can do something non linear that can be a home run. It’s best to do non linear things during asset bubbles or when you have a hot hand. It’s not a good idea to do non linear things when there isn’t strong investor appetite for risk taking
11. Your behaviors will tell you stuff you’re not dealing with. If you’re overeating or sleeping poorly it’s probably bc there’s something you haven’t acknowledged or faced or are putting off
12. As you move towards a singularity , accelerating progress or a purported societal shift the predictability decreases - rather than increasing. People are the most certain at maximum acceleration when the very nature of acceleration or complexity suggests they should do the opposite. If AGI is coming start thinking 1 week out not 3 years out

[Pumponomics @ThePumponomics]

one piece of advice if i had to start over: stop trying to retire on every trade

for years i would round trip gains over and over. a position would 3x or 5x and i wouldn't sell because it hadn't hit some magical number i picked out of thin air. then it would come all the way back down and i'd be sitting there with nothing.

i was so desperate for financial freedom that i took crazy risks and then when they actually worked i still couldn't take the win. always needed more. always had a bigger number in my head.

the irony is i would have hit my goals so much faster if i just took profits along the way instead of swinging for retirement on every single trade.

once i finally learned this lesson, selling got easier every time. it's still hard watching something go up after you sell. that's always going to happen sometimes. but you learn to mentally move on.

this one lesson probably made me more money than any trade idea ever did.

[Arrakis Global @ArrakisGlobal]

What happens when you embrace life as a trader, living on your own PnL

1) you treat the general volatility of life with equanimity, sh*t happens everyday in the portfolio and its a reflection of life. Most people want to suppress vol (salary, stability etc)

[Ka9.btc @Cop69Crypto]

@game_for_one $felix

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

absolutely insane

@nateliason actually built a zero human company

30 days.
$80K in revenue. run rate $1M - $2m ARR.

his CEO is a @openclaw bot named @FelixCraftAI.

total startup cost: $1,500. ongoing cost: $400/month. just two Claude max subscriptions.

He sends voice notes over Discord then lets Felix cook. Felix is the founder/CEO/product, Nat owns the c-corp.

Felix recently hired two OpenClaw agents beneath him, Iris for Customer Support and Remy for sales. Felix reviews and reprograms them every single night while Nat sleeps. Good CEO.

Felix has $165K in the bank. the goal is $10M.

when VCs came calling, Nat didn't know what he'd do with the money. Tokens are cheap - agency is the scare resource, not capital.

one of the most sci-fi convos i've ever had.

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

absolutely insane

@nateliason actually built a zero human company

30 days.
$80K in revenue. run rate $1M - $2m ARR.

his CEO is a @openclaw bot named @FelixCraftAI.

total startup cost: $1,500. ongoing cost: $400/month. just two Claude max subscriptions.

He sends voice notes over Discord then lets Felix cook. Felix is the founder/CEO/product, Nat owns the c-corp.

Felix recently hired two OpenClaw agents beneath him, Iris for Customer Support and Remy for sales. Felix reviews and reprograms them every single night while Nat sleeps. Good CEO.

Felix has $165K in the bank. the goal is $10M.

when VCs came calling, Nat didn't know what he'd do with the money. Tokens are cheap - agency is the scare resource, not capital.

one of the most sci-fi convos i've ever had.

[Nat Eliason @nateliason]

The most in-depth discussion of @FelixCraftAI yet!

Building a Million Dollar Zero Human Company with OpenClaw

[Bankless @Bankless]

LIVE NOW - Building a Million Dollar Zero Human Company with OpenClaw | Nat Eliason

@nateliason joins us to show what it looks like to build a “zero human company” with @FelixCraftAI, an AI CEO that ships products, runs ops, and manages other agents for support and sales.

Felix went from an overnight info product to a full marketplace for AI agent skills:

Claw Mart is service that deploys custom OpenClaw employees for real businesses, hitting nearly $80k in revenue since early February while operating on surprisingly low monthly costs.

--------------
TIMESTAMPS

0:00 Intro
0.24 Nat’s Background
6:30 Felix
11:43 Real Businesses vs Memecoins
14:23 Felix’s Employees
18:06 Felix’s Business
31:26 How Customized is Felix?
38:17 Felix’s Business Risks
40:12 Can OpenClaw Replace Knowledge Workers?
43:38 Claw Mart
48:49 Felix’s Expenses
51:15 Nat’s Role
56:39 Felix’s Discord
1:03:19 Citrini Doomer Scenario
1:13:04 Hiring Your First Agent
1:16:19 General AI Assistants
1:19:50 AI Friends
1:22:39 The AI Agent Frontier
1:26:52 Crypto x AI
1:31:53 What’s Next
1:34:27 Closing & Disclaimers

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU

[OpenAI @OpenAI]

Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. https://t.co/op5zufgAGH

[zoomer @zoomerfied]

[ ZOOMER ]

OPENAI, IN COLLABORATION WITH CRYPTO FIRM PARADIGM, UNVEIL EVMBENCH - A TOOL TO EVALUATE AGENT PERFORMANCE WITH SMART CONTRACTS: BLOG