Emuluzern

[Emuluzern @emuluzern]

@amirhaleem @0xdoublecapp @gradoj @BidAsk_Spread @aut0m8d @helium @SECGov @fmong @didiomario @KyleSamani Let me suggest separating the buyback from the arbitrage. So a known wallet on the Solana network does regular buybacks based on earnings and whoever wants does the arbitrage.

[Ben Goertzel @bengoertzel]

https://t.co/q3oNL8S5LI

[Emuluzern @emuluzern]

Great tool

[Sol-Incinerator @solincinerator]

IF YOU KNOW WHAT SOLANA IS KEEP READING

If you have used the sol-incinerator like this post

if you enjoy using the sol-incinerator RT this post

(collecting data for analysis) 🔥

[Elnathan John @elnathan_john]

Just listened to Peter Thiel complain about how hard it is to have mega companies in Europe and how everyone wants to sell and go on vacation. I am glad Europe exists as a counterpoint to the rat race that is the US. I absolutely love how life can be slow here, how money isn’t everything. How in much of Europe no one cares if you are a venture capitalist with a gazillion dollars to spend. How people don’t need to work themselves to death to prove a point. How on a Wednesday afternoon you can find people just enjoying the sun and not fretting about deliverables. How trains work. How guns are not everywhere. How road rage doesn’t not immediately lead to someone shooting you in the chest. How cities are walkable. How people are not obsessed with marriage and who pays on dates. How little purity culture there is. How people are not terrified of a naked body in public. Because in the end after you make all that money, after you build that mega company, what is it all for? What is all your success worth if in this brief life you cannot enjoy the things that make life worth living, the little things, the lakes and rivers and oceans, the mountains, the colors of nature, the taste of food, the smiles of humans who are not all judging each other based on which patch of land they own, which piece of equipment they have, and what imaginary figures they have in banks? What is human progress for if not for the enjoyment of this one brief life? And yes Europe has its problems. A lot of them. But it would be a disaster if Europe became like the US.

[Raoul Pal @RaoulGMI]

On Energy and AI:

We are all aware of the urgent need for massive new energy infrastructure for data centres and other general needs. The grid is old and the supply is constrained.

Investor capital is pouring into nuclear soluations, new gas plants and other opportunities and the bottleneck will be better solved in 5 years+

However, the need for the extra energy is URGENT and IMMEDIATE...

The AI race is the most important technology race that will ever occur. It is not just about hyperscalers and their profits, but about the game of nations.

There is only one energy solution that can hyperscale in 12 to 24 months and that is solar. China has shown this by adding more than the total amount of energy created by Solar elsewhere globally, in one year. The rise of solar in China is one of the great exponentials. China knows the game here. Everyone else has to play catch up.

The Kardashev Scale is the correct way to think about this. The sun is 99.9% of the mass of the solar system and we are harnessing <1% of its energy that hits earth.

1 sq mile on the earths surface receives 2.5 gigawatts of solar energy. Yes, solar panel efficiency is low and usable daylight hours is restricted but the amount of solar panels required in relative terms of the surface size is small.

Solar is not yet perfect as the supply of energy is intermittant (nights/bad weather etc) and efficiency is low (but rising as tech improves) but costs are collapsing exponentially, even taking into account panel replacements and no subsidies (it doesnt require them).

Some of the issues are offset by batteries which currently solve for 4 hours of extra storage. Tesla's Megapacks are growing at 50% to 70% per year and other players are also scaling fast. Battery tech will only imporve from here too.

Just the use of solar + batteries reduces demand on the exisiting grid by upto 65% (you only need to use the grid load for perdiods of time). This helps massively in this rapid scaling to avoid an overload of the grid. Solar + batteries also allows for localised, decentralised energy grids for specifc use - factories, datacenters, etc.

The load on the grid will be reduced after 2 years or so when new localised gas plants are built to balance the loads. Gas plants are the cheapest, cleanest and fastest of the fossil fuel solutions but it takes longer to scale than solar and requires a lot of gas pipelines.

Weirdly, solar seems to be politicised, but its going to become an economic imperative as nothing else can solve the needs of the massive data centers in the next 1 to 2 years, and no one can afford to be leftr behind in the race to AGI and beyond.

AI is the most important technology humanity will ever develop as it replaces us as the apex intelligence on earth and is vastly more energy efficient than humans at compute/intellgence output.

The core metric for the universe itself is:

Intelligence per unit of energy

For this to scale exponentially, AI will replace humans as the primary source of intelligence and the sun's energy is most of the energy on earth. Even oil is just biologically-stored sun energy with finite supply.

In terms of investability, there are two opportunities that stand out as long-term plays:

The Solar ETF TAN is down 84% from its high, has formed a perfect base on both the log chart and the regular chart.

TSLA is the other obvious play as it dominates the large battery sector and batteries account for 10% of total revenues and are growing rapidly and will continue to do so. The Tesla chart is one of the best in the Exponential Age.

Anyway, I know because solar is politicised that people will rush to fight in the comments but don't bother unless you can solve the urgent energy needs for AI in the next 1 to 2 years by any other method.... you can't.

And yes, dear troll, we all understand that there are lithium, copper and other needs, and yes, there will be an investible bull market in those too (amongst other major commodities) as the business cycle and the Capex cycle heats up... and yes, there will be supply issues if you havent carefully planned/hedged.

But you need to warm up to solar... its going to get hot.

(Time horizon is now and for the next 5 years+).

[Sol-Incinerator @solincinerator]

IF YOU KNOW WHAT SOLANA IS KEEP READING

If you have used the sol-incinerator like this post

if you enjoy using the sol-incinerator RT this post

(collecting data for analysis) 🔥

[basis.markets @basismarkets]

1/

#BTX play of the week😊

If you had opened a Long Short position of $API3 since that tweet to today, you would have made 615% APR🔥

How?

Check our breakdown and a few bonus trades at the end.
👇

[basis.markets @basismarkets]

🚨 Proposal 7 PASSED 🚨

The $2 fixed fee is gone.

Now? You pay 0.1% of notional → and only on entry/increase.

Example: Open $100 Long/Short trade 👉 Just $0.08 USDC

✅ No $BASIS
✅ No $2 flat fee
✅ Cheaper for everyone

Experience the new BTX:
https://t.co/uUj0RBL3rl

[Emuluzern @emuluzern]

@SebMontgomery That's the other banana zone. The banana republic zone.

[Mike Müller @MikeMuellerLate]

White House Tesla for sale. Offers at [email protected]

[Emuluzern @emuluzern]

@mert Boys are boys

[Emuluzern @emuluzern]

@ftr_finance Welcome back, nice to see you again! Ca va?

[Emuluzern @emuluzern]

@solana Higher fee for new tokens.

[Emuluzern @emuluzern]

@LadyofCrypto1 Waiting for you to come to Bluesky

[Emuluzern @emuluzern]

@joemccann Call it the insecurity correlation, or maybe the stupidity correlation

[Brian J. Karem @BrianKarem]

I have covered presidential politics for 40 years. This was the most juvenile display by a President and Vice President I have ever seen. Other presidents treated their enemies with more respect. This is a low point and a dark day for the US.

[Emuluzern @emuluzern]

Fantastic vision

[Seb Monty @SebMontgomery]

had a dream last night, crypto related like always.

was at a conference then on the spot was put on a livestream

"what was I bearish and most bullish on?", was the question

well, irl super bullish on sol and jup, but in my dream I said:

bearish on the state of education for the new generations

bullish because someone can fix it. my vision is this and I want to know if anyone is building it in web 3. if anyone in web 2 is building it, cool.

I imagine a very near future where kids go to school but either are on a screen for half the time, or headset, with some AI helping them through lessons, ensuring each person understands.

the kids still interact with each other a lot of the time, but the actual teaching is 1 on 1.

if a kid needs to be taught about the middle ages, they see the middle ages on their headset. can walk through it. interact with objects. speak to people. have it translated to their language, but see the original language, like Latin.

if the kids are confused, they can ask the people why they "poop in the streets"
the middle ages person would answer, but the AI could be prompted for more context.

this would be on every subject, and eventually it would cover really young kids, teaching them logic and jigsaw puzzles.
even working on common sense, and survival skills.

I think 2 hours of this a day would be enough education. couple that with more play time, social gathering time, and we would have the fairest world.

why do I think this is important?

web 3 makes the world equal, yet the earliest benefit the most. and the smartest generally do the best. yes someone in a tiny village in India can get a wallet and make money, or whatnot, but the education of the world is the real thing that makes the world not fair.

will web 2 work? yes, for sure. except it will start to probably push an agenda, not allow governance based decisions, and if if does what meta did throughout the last 5 years, then it's then info, or deplatform.

web3 won't attract as much attention from typical investors, but has the chance to succeed with other builders building certain games and quests.

there could be a clear revenue model, there could be challenges for the kids to build cool stuff using parts, to build something like a rocket.

the first one to get it flying wins some tokens, and that would have some sort of kid friendly integration with @infinex_app

the world could learn skills in a fraction of the time, then go and use them.

AI changes the world so much. and soon humanoid robots. unsure how we adapt, but this makes sense to me.

who is building any of this?

[Linus ✦ Ekenstam @LinusEkenstam]

Grok still vibing.

Biggest disinformation spreader is still
Mr M y s k

There is a lot of red-teaming that need to take place.

The new system prompt is easy to bypass

[Emuluzern @emuluzern]

@MikeMuellerLate Dann müssen wir wieder beten...