eyepatchpunk

[MacroStrategy @MacroStrategy__]

🔥 Airdrop claims are now LIVE 🔥

If you:
– followed the rules ✅
– tweeted your allegiance ✅
– didn’t rug yourself ❌

Congrats - your redemption awaits:
👉 https://t.co/5JVzmXWnSI

If not… post your shame and seek forgiveness @MacroStrategy__

[MacroStrategy @MacroStrategy__]

Airdrop Claim Portal - live tomorrow 🔥

For the naughty degens who didn’t follow the rules during registration (see below) - don’t panic. You’ll get a chance to redeem yourselves and reclaim your airdrop… but you’ll have to jump through a few hoops

You’ll have 5 days to complete your registration before unclaimed airdrops are re-distributed to those who followed the rules!

https://t.co/Fx33gkOqf7

[MacroStrategy @MacroStrategy__]

https://t.co/Jz3lKCw3jr

[MacroStrategy @MacroStrategy__]

https://t.co/J0qgBB6gqn

[MacroStrategy @MacroStrategy__]

1/
We have designed MacroStrategy's economics to be simple, transparent, and self-reinforcing.

Every trade, claim, or raise strengthens the flywheel - funding growth, deepening liquidity, and reducing supply.

Full Article below 👇

[Chamath Palihapitiya @chamath]

Here are two very important charts about the current AI boom.

Chart 1: Distribution Matters

Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but it’s curious who they are losing share to. It’s not really to other startups but incumbents with existing, massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together, they will be able to gain share quickly. Lastly, it likely means that xAI will need to license Grok aggressively OR acquire existing distribution for their models - Snapchat, Pinterest etc.

Chart 2: Coding Agents are Slopware App-crappers

It should be concerning that this category is shrinking. I think the reason why is obvious but we aren’t allowed to talk about it.

The reason is vibe coding is a joke.

It is deeply unserious and these tools aren’t delivering when they encounter real world complexity (building quick demos isn’t complex) in any meaningful enterprise.

Hence people try, pay, churn. This trend is not good.

[yugo @yugoviking]

People get caught up on the view that Ethereum is used for DeFi and for smart contracts.

That's a great feature. But it also does offer what bitcoin offers. A place to park your money, untouchable by governments, permissionless to anyone, censorship resistent, scarce supply.

The biggest difference is that Ethereum is very cheap to secure using PoS, and it adjusts its inflation to be the minimal one required to secure the network. If security starts becoming low, inflation is cranked up.

Bitcoin does not have this feature. Instead it has a known hard capped supply. You know the max supply, but if security gets low, for example if miners are unprofitable due to the immensely high cost of securing it using PoW, then there is no mechanism to pay for security.

ETH: Security guarantee but unpredictable supply
BTC: Supply guarantee but unpredictable security

[eyepatchpunk @eyepatchpunk]

AI is the future!

[eyepatchpunk @eyepatchpunk]

@GaiminIo @ionet_official Amazing to see @ionet_official and @GaiminIo integrate $GMRX #GAIMIN

[eyepatchpunk @eyepatchpunk]

Don't miss the @GaiminIo IDO tomorrow. $GMRX #GAIMIN

https://t.co/mnHLgMmvsZ

[vibe/vibe @vibevibefun]

Almost there ⏱

@GaiminIo IDO starts tomorrow 🤩

⏰ Phase 1 - 1 pm UTC 23rd March - 1 pm UTC 24th March
⏰ Phase 2 (FCFS) - 4 pm - 7 pm UTC 24th March

[vibe/vibe @vibevibefun]

Almost there ⏱

@GaiminIo IDO starts tomorrow 🤩

⏰ Phase 1 - 1 pm UTC 23rd March - 1 pm UTC 24th March
⏰ Phase 2 (FCFS) - 4 pm - 7 pm UTC 24th March

[eyepatchpunk @eyepatchpunk]

Impressive the list of titles that @GaiminIo has $GMRX #GAIMIN

https://t.co/kNXJrlSVkR

[eyepatchpunk @eyepatchpunk]

Think Ordinals are dead? I've claimed 2 Uncommon #ZAAR boxes from my Bitcoin wallet! 🚀

@Ordzaar is the leading permissionless launchpad for ordinals. Have you owned or traded ordinals?

Check your eligibility 👇
https://t.co/bnD8Phe8o9

[eyepatchpunk @eyepatchpunk]

@GaiminIo Can't wait! @gaiminio #GAIMIN $GMRX

[eyepatchpunk @eyepatchpunk]

@GaimimIo @GaiminIo Coming soon @gaiminio #GAIMIN $GMRX