Danny Iskandar

Tesla pilled 2012, Crypto pilled 2017. Lived a lot of life in between. Now helping regular people locally understand and benefit from crypto + AI.

[Danny Iskandar @disk0x]

1/ threads about how to think different L1 as countries or cities, and use to predict the likely winners?
think about how US as a country become rich, the past 50 years or so, since WW 2.
what would be the major reasons?
3 major things:
Energy, Culture + Law

[Kunal G @kunalgoel]

An update on ZRO

- This is a hot topic but ZRO's unlock overhang is greatly overstated. Cumulatively, Foundation and Labs buybacks plus institutional investors have bought back ~20% of supply over the last 18 months.

- Except one single seller who has sold ~80% of their unlocked allocation, strategic investors have held ~70% of their unlocks. Monthly investor sales average 0.5% of supply.

- In any case, Zero’s unlocks are much more important than ZRO’s unlocks. Zero is built to take the two areas where crypto has PMF, stablecoins and 24/7 global markets, to the next level. The ambition is not to accelerate crypto adoption, it is to onboard global finance.

- Our Day Zero partners - ICE, DTCC, Citadel, Tether, ARK Invest, and Google, continue to work with us as we move closer to mainnet launch in Fall.

- Finally, all fees generated from LayerZero, Stargate, and Zero will directly accrue to ZRO. There is no other token and never will be.

[Vadim (AI, ⋈) @zacodil]

Congrats on the launch. NEAR has perps now, and the way it's done is genuinely cool.

You're not trading a clone. You're trading the real Hyperliquid, the biggest perp DEX in crypto, straight from any chain. Bitcoin, Zcash, Solana, whatever you hold, one wallet, one click, no bridge, no new account.

That's the flex. Every chain, plugged straight into the real Hyperliquid.

[Danny Iskandar @disk0x]

@kellyjgreer @Melt_Dem @CrucibleCap curious how you see @cerebras competing or complement the 'networks' system?

[Danny Iskandar @disk0x]

@will__price @variational_io i kind of like this one https://t.co/6g7pOgnO1z

[Danny Iskandar @disk0x]

@will__price @variational_io thanks Will for engaging

[Danny Iskandar @disk0x]

@will__price @variational_io if i just want the 'amazon' trade experience, since i dont know and care about those technicalities, which one do you think is better for end users experience? or it's a stupid q?

[Engineer Girlfriend @enggirlfriend]

i realized something recently

bernie sanders and AOC have damaged the fabric of america immensely but we rarely talk about it

bernie/AOC have vilified successful businessmen & women. calling CEOs like elon musk, bezos, zuck evil. yes these people have shortcomings - but they are also truly self made, come from normal/humble backgrounds. with hard work they created trillions in economic value. isn’t that a fundamental part of what america is about? the land of opportunity?

in the 2000s when i was in elementary school, bill gates and steve jobs were viewed as role models. our teachers taught us about how much they achieved + given to society. these CEOs were actually respected and i believe this culture brought up a generation of ambitious hard working americans

now, kids are being taught that working hard and becoming a billionaire is evil. we’re essentially telling them to have victim mindset and stay poor

i know bernie/AOC & crew are never going to take responsibility. i can’t even tell if they realize what they’re doing

[Danny Iskandar @disk0x]

reminds me of the rich subs the poor/the free - also in the mobile business as well.

[Rohan Paul @rohanpaul_ai]

OpenAI's usage pattern from CFO Sarah Friar's new interview.

"Our free users do about seven turns, or seven questions, a day. Our first paid tier does double that, about 15. Our real paid tier, Plus, which is $20, is about 3x, and Pro is about 11x over a free user."

Our mission at OpenAI is AGI for the benefit of humanity, not for the benefit of humanity who can pay, or for the benefit of humanity who live in an enterprise"

----

From @theallinpod YouTube channel, (link in comment)

[Danny Iskandar @disk0x]

idk maybe @hosseeb bro

[David Hoffman @TrustlessState]

Who’s the biggest, most coherent $ETH bull on the timeline?

Would love to have a conversation with them

[Danny Iskandar @disk0x]

@garrytan @grok how does door dash integrates with AI, examples

[Danny Iskandar @disk0x]

@subramanya @SemiAnalysis_ @grok how is this effecting the AI and related industry? If this chip is good for inference, what are some.of the applications that enable by this inference capability?

[Danny Iskandar @disk0x]

@ToKTeacher What so concerning about australian culture

[Danny Iskandar @disk0x]

@nejatian @UMM_MONEYSMELL Why May and mid June? Is this the same for other realtors

[Danny Iskandar @disk0x]

@pmarca @AOC @grok what else uses same or more water than AI data center, and by how much? Maybe we should take that down as well?

[Danny Iskandar @disk0x]

@TaikiMaeda2 Where the best way to trade them

[Danny Iskandar @disk0x]

@Alfred_Lin Can you elobarate between the 2

[Danny Iskandar @disk0x]

@NotSoEasyMoney sergei brin

[Danny Iskandar @disk0x]

Sergei told him so

[Easy @NotSoEasyMoney]

I have now changed my thesis on this.
Bullish.

Google wants to win the AI battle with Gemini
Selling shares to fund their own Capex, they will hit the market.

Reinvest the capital, and generate more revenue.

Flywheel or something.