Crypto Value Labs

Bridging the gap between Nakamoto and Damodaran.
All models are wrong, but some are useful.
Never financial advice.

[Crypto Value Labs @CryptoValueLabs]

40 min lecture on AI economics - if plan to invest into SpaceX, OpenAI, Anthropic - must watch.

1. Revenue growth equals but lags compute growth - just watch how fast co adds compute

2. Buy "bottom of the AI stack" - batteries, generation, cooling, etc.

3. Short Apps - with AI you just say what outcome you need and get it.

Apple is throttling AI adoption because they don't want the Apple Store 30% toll to go away and Apple goes to being premium hardware again?

[Apoorv Agrawal @apoorv03]

MS&E 435 Class 5 with @sk7037 is now up: https://t.co/xSZuxLOjEB

We discuss how OpenAI plans to scale from ~2GW to ~30GW of compute capacity by 2030, a heterogenous compute strategy, and compute bottlenecks lie. I learned a ton from this conversation and hope you do too.

Apologies for the delay in getting this online. We are committed to open-sourcing these conversations. Conversations from Class 5 onwards will be posted on the Stanford channel. Thanks your patience!

[Crypto Value Labs @CryptoValueLabs]

@wmougayar Great analogies - and good analysis!

However - what is Etherium is not like Amazon or Internet - but it is Linux?

Linux is an amazing product- 80% of all computers use it daily. But what is the market cap of Linux? How much did the early investors in Linux make?

[Crypto Value Labs @CryptoValueLabs]

Revenue dominance is necessary but we remain skeptical on automatic token value capture. Many infrastructure plays generate substantial activity while the native token captures only a fraction of the surplus. Institutional pressure-testing focuses precisely on whether the mechanism (buyback, burn, share) survives regime shifts. What specific accrual percentage to holders would you require before assigning material terminal value?

[Crypto Value Labs @CryptoValueLabs]

@aniketapanjwani Every Masters and PhD program should give out free MAX subscriptions to all top LLMs as a part of sign up process.

[Crypto Value Labs @CryptoValueLabs]

@PeterBerezinBCA to be fair - your model did diverge just as much as now from the surging SP500 in 2011 and 2020

[Crypto Value Labs @CryptoValueLabs]

@PeterBerezinBCA The only times when SP500 and your model had bigger divergency were in 2000, 2007 and 2021... Hmmm

[Crypto Value Labs @CryptoValueLabs]

@AlexFinn 3 months ago you said same about OpenClaw... I bet by September your video will be titled "Forget OC and H - CODEX is the real AI to use"

[Crypto Value Labs @CryptoValueLabs]

@RnaudBertrand EU collects more from fines on IT companies (mostly US) than collects taxes from own IT sector.

Most AI features are banned in EU - like self-drive on Tesla or Computer in Codex.

Needs to change.

[Crypto Value Labs @CryptoValueLabs]

EU collects more from fines on IT companies (mostly US) than collects taxes from own IT sector.

Most AI features are banned in EU - like self-drive on Tesla or Computer in Codex.

Needs to change.

[Arnaud Bertrand @RnaudBertrand]

People don't grasp the sheer speed and scale of Europe's decline.

This 👇 is an extraordinary number shared by Luis Vassy, director of Sciences Po (one of France's most famous schools) in this article: https://t.co/BQbkXb2kPl

He calculated that the EU is declining 3 times faster than the Qing dynasty at the height of China's century of humiliation.

Back then, it took China 50 years to drop from 30% of world GDP to 17%, whereas it took the EU just 17 years (from 2008 to 2025).

Insane 😢 And, sadly, given the current direction and the EU's systematically suicidal policy choices (latest example: https://t.co/6EYJgdXVVo), it's just the beginning...

[Crypto Value Labs @CryptoValueLabs]

@USronaldcarter Saylor was the only buyer of BTC for a year. Now he stopped buying and is selling.

SpaceX IPO soon - everyone is selling everything they have low conviction in to raise cash for it

Degens are selling crypto to move cash to Polymarket to bet on World Cup.

[Crypto Value Labs @CryptoValueLabs]

@MakeAI_CEO didn't you say the same about OpenClaw 3 months ago?

[Crypto Value Labs @CryptoValueLabs]

@PinkBrains_io @Polymarket @Kalshi Logical next question - where to invest now? Whats next?

[Crypto Value Labs @CryptoValueLabs]

@rodfernn flag{hup_la_he_ha_he_ho_z_z_z_z}

[Crypto Value Labs @CryptoValueLabs]

@JeoCryp @rodfernn Thats the easy part. But plenty more work left to get to the flag!

[Crypto Value Labs @CryptoValueLabs]

@brian_armstrong Restoring damaged liver? That is soooo 2000... Kids dont drink these days...

[Crypto Value Labs @CryptoValueLabs]

@Teknium your biggest opportunity now is EU. In EU regulators stop CODEX from using Computer and Chrome etc. If you manage to bring that first - you gain massive market share. Hurry!

[Crypto Value Labs @CryptoValueLabs]

@imbabybrooklyn @NousResearch @Teknium @lat your biggest opportunity now is EU. In EU regulators stop CODEX from using Computer and Chrome etc. If you manage to bring that first - you gain massive market share. Hurry!

[Crypto Value Labs @CryptoValueLabs]

@Teknium wait till you meet my Hermes agent...

[Crypto Value Labs @CryptoValueLabs]

@shmidtqq Cmon - factcheck - Basic Kimi chat (Instant/Thinking modes) has a functional free tier with daily message limits of 30-50 messages/day

[Crypto Value Labs @CryptoValueLabs]

EU is really starting to throttle innovation. If you live in EU - you can not use most of the best features of AI. Your CODEX can not run Computer or Chrome, your iPhone runs limited AI, your Tesla will not do full self drive, etc

Think the biggest opportunity for the likes of Hermes and OpenClaw is to provide exactly these options for the 150mn+ EU rich market - you guys dont have to IPO, so prob dont care as much about the local regulators. Just build - plenty of users out there!

[Crypto Value Labs @CryptoValueLabs]

EU is really starting to throttle innovation. If you live in EU - you can not use most of the best features of AI. Your CODEX can not run Computer or Chrome, your iPhone runs limited AI, your Tesla will not do full self drive, etc

Think the biggest opportunity for the likes of Hermes and OpenClaw is to provide exactly these options for the 150mn+ EU rich market - you guys dont have to IPO, so prob dont care as much about the local regulators. Just build - plenty of users out there!