Maros Janco

AI/Python/Quant/Product interested in macro/AI/tech.
No expert investment advice.

[Maros Janco @marosjanco]

@TokenizedDollar The question is how Ethereum network is going to structurally grow ETH currency? L1 network grows but fees are tiny and getting tinier, staking grows but not enough to tame down. Any upgrade to change this significantly? To me, only psychological perception can fix it.

[Maros Janco @marosjanco]

@SAMALTCOIN_ETH I would like to see some ETH crypto expert commenting on this. I am looking for a structural explanation which could make the ETH ramp up. Do not see anything except sentiment-driven growth.

[Maros Janco @marosjanco]

@SAMALTCOIN_ETH ETH price does not increase proportionally with Ethereum network. The argument of FB as a comparison does not work for me because FB can make ads, ETH can't. But even with a huge network, ETH would need to introduce new change and at the announcement, only then it would start up.

[Maros Janco @marosjanco]

@TheLongInvest Except market psychology, what is a structural mechanism by which ETH currency goes up against USD? We see the Ethereum network grows rapidly but that's not projected in ETH proportionally. I understand its usage grows but the L1 fees & staking lowering supply seem negligible

[Maros Janco @marosjanco]

Every person will have their AI representative which could be a fleet of agents. And I think the personality of AI will converge somehow to a person's personality, something like a digital twin, except capable of doing digital tasks unbelievably much faster.

[Maros Janco @marosjanco]

The biggest live network will be an agents + humans (a tiny fraction compared to agents) network, with bigger market than any major social media platform.

[Maros Janco @marosjanco]

Auto-healing software will very likely become a commodity before 2030.

[Maros Janco @marosjanco]

Yes, some people will be taken away into pure AI fantasy. But some will make a choice and go more or purely "physical".

[Maros Janco @marosjanco]

AI will make us closer to nature 🍄‍🟫.

I believe that AI will make humans experience the physical world and closeness much more than in the last decade. The overcrowded AI-generated content will saturate the internet.

[Maros Janco @marosjanco]

New Humans-only apps and social networks will arise and many of them will involve much bigger physical interaction.

[Maros Janco @marosjanco]

"The things which are most important don't always scream the loudest."
Bob Hawke

[Maros Janco @marosjanco]

Reminder for perma bulls.

[Maros Janco @marosjanco]

@TheNatPulse @AskPerplexity is this true? Where did $1 billion go?

[Maros Janco @marosjanco]

Ridiculous tariffs from the US will yugely outweigh DOGE advantages. DOGE with tariffs is not a real DOGE.

[Maros Janco @marosjanco]

Therefore, the refinancing of this substantial debt is an ongoing process spread over the course of the year, rather than occurring on a single date.

[Maros Janco @marosjanco]

As of March 5, 2025, the United States faces the task of refinancing approximately $7 trillion of maturing federal debt within the next 12 months. This amount represents about 30% of the total U.S. government debt and is scheduled to mature by March 2026.

[Maros Janco @marosjanco]

The U.S. Treasury manages this process through regular auctions of new securities to replace maturing ones. These auctions occur throughout the year, with schedules and details announced in advance.

[Maros Janco @marosjanco]

@AmericaPapaBear @grok is it true what the video said about Buffet saying about Trump?

[Maros Janco @marosjanco]

Agentnet (now MCP market) will expand context & tools for endless tasks, booming relative understanding across people, companies & other resources. This will cause an exponential speed in innovation, interconnection, digitalization, robotification, autonomous AI & globalization.

[Maros Janco @marosjanco]

Agentnet, currently dominated by MCP, will become the new trillion dollar marketplace where petabytes of data will be exchanged daily.