dnap

definitely financial advice. buildin @counterpartytv | prev @alearesearch

account run by parents

[dnap @dnapway]

man this did not age well

[OpenSea @opensea]

"NFTs are dead" please zoom out

[Counterparty @counterpartytv]

our stream today in 44 minutes

0:30 Knicks watch party madness
5:19 peak American excellence
13:48 RoboStrategy > MicroStrategy?
19:07 the IRL is back trade
23:30 Claude Fable drops
27:31 prepping for SpaceX IPO
32:41 dating robots are here
36:45 robotics bottleneck trades

[Counterparty @counterpartytv]

our stream today in 49 minutes

2:23 I fumbled knicks tickets
10:08 Saylor's worst decision
19:36 how to save pumpfun
25:38 Jensen saves the market
31:28 Apple's useless new Siri
37:30 IRL is the new flex
41:09 the Ozempic decade

[Threadguy Updates @Threadupdates_]

Threadguy is now LIVE

https://t.co/zfr1iVorPK

[Mikli @CryptoMikli]

Chris Camillo says there are huge trading opportunities in coconut water stocks

"There have never been more social arb opportunities than right now. I've never seen anything like this in my career. I can't keep up with them. I'm missing them left and right"

"I missed a monster one on coconut water a few weeks ago. That was a good one"

[dnap @dnapway]

just in: Michael Saylor developing a solution for every American to have equity in Microstrategy

[unusual_whales @unusual_whales]

Sam Altman tells Bernie Sanders he wants to advocate together on the public having equity in AI companies, per AP

[dnap @dnapway]

what if SpaceX just floods Earth with gold from asteroid mining while opening a massive short position

[threadguy @notthreadguy]

trump and jensen are the best duo since lebron and kyrie were tearing up the league

[dnap @dnapway]

@financialjuice memory shortage for thee not for me

[Mikli @CryptoMikli]

Andrew Kang reveals his friend who runs a nine-figure fund just applied to intern at a robotics lab

"A friend running a nine-figure prop fund, with the majority of it being his own capital, in his twenties, just applied to be an intern at a physical AI lab"

"He could be comfortably retired. Smart people understand that we're going to have real robots. What's more exciting than that?"

[Mikli @CryptoMikli]

Andrew Kang says Peter Thiel and Chamath might have made more money if they had just held their Facebook stock

“If you look at some of the best-known investors, like Peter Thiel or Chamath, they sold all their Facebook stock at the IPO. They’ve made a lot of great investments, but they might have outperformed if they had just held their Facebook stock instead of doing 100 other things.”

“Humans have the itch to find the next best thing and to take profit when something goes up a lot. But we underappreciate the fact that the universe is almost infinite, and so is the TAM for some of these really great companies.”

“It’s the longer-term stuff that outperforms. Probably 90% of people would tell you they wish they had just held Bitcoin from 2019 or 2020 and done nothing else. Or just held Apple, Google, Nvidia, or Amazon.”

[Flood @ThinkingUSD]

Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market.

With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.

[Mikli @CryptoMikli]

Andrew Kang thinks it’s a waste of time to trade in the age of AI

“If you take this understanding of the world, why are you trading? Why are you thinking on a short-term time horizon? Why are you even thinking about macro? Who cares?”

“If the market doesn’t rerate a company you really believe in for a year, or if the stock goes down 30% or 50%, you should believe that’s just temporary.”

[threadguy @notthreadguy]

My full conversation with @Rewkang

2:36 Pivoting to robotics from crypto
11:46 Kang asks: Why are you trading?
24:14 Robotics' ChatGPT moment
28:44 GPT-5 robots within a year
33:04 A robot in every home
41:09 Big Tech is lagging
54:43 Where the real moat is
1:02:40 Building MicroStrategy for robots
1:08:00 How retail can access Robotics
1:19:23 The SoftBank playbook

[dnap @dnapway]

oh?

[Arjun Khemani @arjunkhemani]

It's still Zcash or communism.

[dnap @dnapway]

Zcash was quantum proof but not Claude proof

[Frank @frankdegods]

holy shit Opus 4.8 one-shotted the Zcash exploit

[Counterparty @counterpartytv]

our stream today in 39 minutes

3:22 is trading +EV?
12:32 attention is everything
19:13 crypto's darkest moment?
32:51 Zcash black swan event
36:16 trading for greatness

[dnap @dnapway]

Iran out of alcohol and the struggle Israel

[threadguy @notthreadguy]

this was yesterday on stream. clip of the year but at what cost

[Tulip King 🌷 @tulipking]

Yesterday on stream before I went short

“I don’t want to wake up and see a blog from Zooko ever”

[dnap @dnapway]

the only privacy coin is cash