Jerome BELL

Partner at NOVAMINT

[Jerome BELL @ijebell]

Satcom Needs its 3GPP Moment - Via Satellite https://t.co/T1QafBaMAV

[Maxime Sbaihi @MxSba]

Il faut lire toute la note @InseeFr ⤵️

En 2024, les retraites ont augmenté 2x plus vite que les salaires. « Cet écart de dynamisme entre prestations et revenus d’activité se maintiendrait en 2025, les premières progressant 2x plus vite que les seconds »

RIP la valeur travail

[Charles Edwards @caprioleio]

The level of Quantum Computing skepticism today reminds me of the average person who spends 10 minutes researching Bitcoin and then dismissing it as valueless.

Quantum Computing is real. It will change the world. MASSIVELY.

QC will break Bitcoin if we do not upgrade it. The threat is real.

Many studies converge on the QC threat to Bitcoin being only 5-10 years away.

As few as 2500 logical Qubits may needed to break SHA-256 algorithm in Bitcoin (read: https://t.co/l5g86lpIj1). Not the ridiculous 300 million you are reading about on X today. Note a logical Qubit is not equal to a physical qubit, but the error correction capabilities are getting exponentially better each year.

Timeline estimates are based on probability curves. With many estimates putting a serious 50% risk on Bitcoin in 5-10 years. Eg: (a) https://t.co/QdD3sqf1Q5 and (b) https://t.co/gDIvHMVbyf

Further, with all tech development curves going exponential, and given the massive leaps in QC in 2024 alone, I think we will end up on the more aggressive side of this scale.

Just 2 years ago you couldn't imagine working with AI. Now AI makes coding, development and research 50-100% faster. The world is moving exponentially people. Brace yourselves and wake up.

Very importantly, most (not some) QC firms listed on the NASDAQ are giving forward guidance and expecting to be at around 3000 logical qubits in just five years.

Whether its 3, 5, 10, 15 years away isn't the point, the point is action needs to be taken TODAY.

Best case scenario, once we have agreed on a QC proof cryptography upgrade for Bitcoin, it will likely take 1 year just to move everyone (most) across to it. Further reducing the lead-time we have to act.

It's good everyone is talking about Quantum Computing today, perhaps it will finally start to be taken seriously.

If you want to enjoy Bitcoin for decades to come, we should be on the front foot of QC now.

[Jerome BELL @ijebell]

@caprioleio It's my main worry about Bitcoin & blockchain. thx

[Arnaud Bertrand @RnaudBertrand]

This is very interesting, and I think a world first: a local government in China has just sold its sky, literally.

This is the government of Pingyin County, Jinan, Shandong Province who sold for 924 million yuan (approximately $130 million) a 30-year concession to operate and maintain its low-altitude economic projects to a company called Shandong Jinyu General Aviation Co., Ltd.

The "low-altitude economy" is a big trend in China at the moment. XPeng, one of China's leading EV manufacturers, recently released a low-altitude flying car for instance. Drone deliveries are becoming increasingly common in Chinese cities, and various regions are actively developing low-altitude transportation networks. Shanghai, for instance, plans to establish 400 low-altitude flight routes by 2027.

But this is the first time a local government has monetized its low-altitude airspace. What makes this particularly fascinating is how it mirrors China's land management system. Just as local governments have traditionally derived substantial revenue from leasing land-use rights (which historically made up nearly half of their income), they're now looking upward to the skies as a new frontier for revenue generation. The Civil Aviation Administration of China estimates that by 2035, the low-altitude economy market could reach 3.5 trillion yuan (about $490 billion), so we're talking big, big money.

Pingyin County wasn't chosen by accident: the area already has significant aviation infrastructure, including two airports and several drone manufacturing companies. It has also partnered with Nanjing Aeronautics and Astronautics University to develop a low-altitude logistics demonstration center. The winning bidder, interestingly, is a state-owned enterprise specifically created for this purpose.

All in all it looks like this local government wants to develop a pilot program to demonstrate how a "low-altitude economy" ecosystem can be developed locally, and also be a first-mover in that space. That's the way it often works in China's so-called "mayor economy": local governments act as policy entrepreneurs, experimenting with innovative approaches that, if successful, could become blueprints for national development while giving their regions first-mover advantages in emerging sectors.

Let's see how it develops: this experiment in Pingyin County might seem small, but it could be the beginning of something truly revolutionary. This is China effectively experimenting around becoming the world's first truly three-dimensional economy, with low-altitude transportation and logistics networks. In a decade or two Chinese cities might have as much activity happening in the sky as on the ground.

Here are a few sources on this:
- https://t.co/7gz6ZLRQlm
- https://t.co/TRmXFY6akG
- https://t.co/3iuNOFhRRj

[Jerome BELL @ijebell]

@RnaudBertrand Incredible. In NYC, landowners can sell the space above their buildings, so what landowners own vs State/City?

[Jerome BELL @ijebell]

I got a Legion Score of 243 on @Legiondotcc

[Jerome BELL @ijebell]

Crypto is the Money for AIs - https://t.co/gzZHZIBlKK

[+Ai Forward @ArchieIntel]

BlackRock CEO Larry Fink:

‘…the next step is the tokenisation of financial assets, and that means every stock, every bond…’

[Will Moeller @williamcmoeller]

Helpful overview of Web3 pricing and business models from @a16zcrypto https://t.co/T4JWs02L8h

Possible models: User counts, usage, features, value delivered, transaction volume, revenue sharing, services provided, subscriptions, and/or dynamic variables.

[Jerome BELL @ijebell]

Lessons to keep in mind, always!

[Zeneca🔮 @Zeneca]

{MEME COIN} TRADERS MANIFESTO

Most people don't know, but I spent a solid 4-6 weeks trading meme coins in early 2021.

Some words of advice from someone who has been around the block a few times 👇

[Jerome BELL @ijebell]

Real brains, real science! https://t.co/M91pro6gbU

[Jerome BELL @ijebell]

I just subscribed to Protocol Labs Network https://t.co/BsNEUKZYQT

[Jerome BELL @ijebell]

https://t.co/1xdGDtVWI2

[Jerome BELL @ijebell]

Factor fair auction
Factor revolutionizes on-chain asset management by providing the middleware infrastructure to aggregate core DeFi products and liquidity
https://t.co/EzWJxVBrYx

[Human Passport @HumnPassport]

🚨 BIG ANNOUNCEMENT 📣

After months of hard work, we’re THRILLED to announce the launch of the @GitcoinPassport Scorer API, which makes it 10x easier than before to “Passport-gate” your web3 project.

Read further to learn how to use this new API 🧵

[Jerome BELL @ijebell]

Tribute to feu Angelo Badalamenti- Twin Peaks (Saison 1) https://t.co/TR3hcidBYC via @YouTube

[Jerome BELL @ijebell]

@RebelEconProf You are right! And they just care about Institutional Investors, not the all of us...

[Mr. Chief @mrchieftrades]

HOLY SHIT

In front of a room of lawmakers…

[Jerome BELL @ijebell]

Brillant analysis by Max Roser (via TTSO)

https://t.co/xSmVylZiZ4