Nick.tradfi

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nasdaq 100 futures extend losses to over -1.7%, now on track for the biggest daily decline since March 27th.

The market is growing concerned over the rapid surge of US treasury yields.

[christian @cxgonzalez]

Jake Orthwein on Psychedelics, Consciousness, Buddhism, Jung

I had an amazing time talking with filmmaker @JakeOrthwein about his new @wakingup produced film UNRAVELING THE DREAM. Jake is both brilliant and talented. We talk about:

1:08 — Origin of the film
4:00 — Bayesian brain, predictive processing, free energy principle
13:53 — Direct experience vs. symbolic thinking
25:46 — Buddhism and identity
30:38 — Emptiness vs metaphysics
39:17 — Is suffering all that matters? Meaning and Buddhist utilitarianism
1:01:38 — Valence realism vs. emptiness. What could make moral facts true?
1:11:57 — Jung and predictive processing
1:20:54 — Moving from rationalism to post-rationalism
1:32:07 — The grammar of wisdom traditions
1:40:17 — Fractal hierarchies

[Genius @GeniusTerminal]

Trading $ETH tokens?

Stop wasting time bridging, paying extra fees, and missing entries.

With Genius, you can buy any token across chains, instantly, in one click. 🧠

[Tello @Telloo55]

Genius hala tutuyorum, satmadım. Markette saçma coinler pumplıyor. @GeniusTerminal ‘a sıra gelebilir bence. Dolaşımda az token var

Ben birkaç tane daha listeleme bekliyorum ve CZ’de twit atabilir. Arzın çoğu kilitli o yüzden kolay fiyat hareketleri izleyebiliriz yukarı veya aşağı. Dikkatli olun

Yatırımcı ve takım kilitleri min 1 yıl kilitliymiş.

[Genius @GeniusTerminal]

🚨 @binance to Launch GENIUSUSDT Perpetual Contract with 20x Leverage

[Rune @RuneCrypto_]

just checked BSCScan for $GENIUS holder distribution. the numbers are insane

the FDV is $650M, but the circulating market cap is ~22.5M (3.4%)

numbers here:
56% — locked
33.85% — locked
3.80% — burned
1.69% — airdrop contract (either locked 1 year or 70% gets burned)
1.25% — for MM & liquidity

that’s 96.59% of supply either locked, burned, or in restricted contracts

after these top wallets, the next biggest holder owns less than 0.02%

the circulating float is tiny

no whale sitting on huge % waiting to dump. no VC with a fat unlocked bag

the biggest non-locked, non-burned holder has less than 0.02% of supply

and the airdrop contract keeps burning. every person who claims early burns 70% of their allocation permanently. the supply is literally shrinking in real time

the buying pressure is constant. the selling pressure is structurally limited

and almost nobody has noticed yet

[Rune @RuneCrypto_]

$GENIUS, the trade nobody is in

when ASTER launched, everyone was in. every KOL posting. every gc hyped up. every degen and their family had a bag. you couldn’t scroll two posts without seeing it.

ASTER ran to $22B FDV. people made generational money

GENIUS just launched with the exact same backing. CZ is an advisor. same ecosystem

and almost nobody is talking about it
that’s the whole thesis

ASTER launched into euphoria. GENIUS launched into apathy. the market is tired. attention is scattered. confidence is low. nobody wants to commit to anything because everything they’ve committed to recently died

when everyone was in ASTER, the upside was priced from day one. the entry was crowded and the exit was a race

when nobody is in GENIUS, the upside isn’t priced. the entry is empty. and the setup is arguably better

same ingredients:
→ YZi Labs multi-8 fig investment
→ CZ personally advising
→ BNB ecosystem

different everything else:
→ ASTER peak: $22B FDV
→ GENIUS now: $520M FDV. ~$50M circulating mcap
→ ASTER: perps dex
→ GENIUS: onchain exchange connecting all of defi + propAMM

ASTER at $22B had less product and more hype
GENIUS at $500M has more product and zero hype

the vibe being different IS the opportunity
when the market wakes up

[christian @cxgonzalez]

grabbing them by the shoulders and shaking

[Genius @GeniusTerminal]

Commodities are now tradable on Genius.

Gas, gold and silver have been under everyone's radar due to their obvious price increase.

Now, you can trade them on Genius! 👇

Powered by @Aster_DEX

[christian @cxgonzalez]

Has the mathematics of consciousness already been solved?
Dr. Ogi Ogas is a mathematical neuroscientist and, in his own words, a prophet. This is our conversation on God and consciousness — Seeing Clearly Episode 5

1:44 — Who or what is God?
17:06 — Mind vs. matter, purpose vs. physics
27:05 — What does God want?
29:15 — Darwinism applied to super organisms
31:06 — Fractal reality, hyper minds
36:40 — Moral intuition and psychological/spiritual development
48:56 — The ladder of purpose, utility function coupling through love
1:05:27 — The emergence of the first cities and the “I”
1:07:30 — What is consciousness?
1:16:49: — The hard problem of consciousness isn’t hard
1:36:46 — Purpose

[Nick.tradfi @NGonCap]

@cxgonzalez @RichDecibels Very good stuff

[christian @cxgonzalez]

Worldview Updates Podcast Episode 1 with @RichDecibels where we discuss rebuilding a high trust society, bottom-up coordination, super organisms, purpose, personal development, Casa Tilo and more

1:08 — Rebuilding a high trust society
5:45 — Bottom-up coordination, village life
7:56 — Microsolidarity as social physics
10:00 — Taxonomy of superorganisms
19:20 — Self-help is a scam
21:06 — Social roles, groups as error correcting
28:02 — The fractal self, IFS therapy
37:37 — The goal is maturity
40:22 — How to find meaningful work
45:15 — Doing vs. Becoming
48:58 — Casa Tilo
1:00:55 — Do egregores/superorganisms strip agency?
1:07:13 — Christianity and Vervaeke

[Nick.tradfi @NGonCap]

I’m trading future events on BNB’s newest prediction market.

Get 10% off your trading fees when you join me on @Predictdotfun.

https://t.co/ccBzBhLoFh

[christian @cxgonzalez]

when you tell europeans you're american they love to tell you their politics

[Nick.tradfi @NGonCap]

@cxgonzalez 😥

[Nick.tradfi @NGonCap]

@nicochristie @wraithbrokerage Also never received the code after commenting. Would be useful to try it as a Buyside associate

[Nick.tradfi @NGonCap]

@nicochristie @Fundamental This is great! Please send the code

[Event Horizon🤖🏛️ @EventHorizonDAO]

The Arbitrum Community Voter Pool is Live! To celebrate, a raffle giveaway has begun:

- 10 Tickets: mint a free voter pass
- 2 Tickets: vote on Arb proposals
- 5 Tickets: pass mint Referral
- 5 Tickets: Retweet (this post)
- 5 Tickets: RT (@arbitrum Repost)

Rules and Links ⬇️

[Event Horizon🤖🏛️ @EventHorizonDAO]

The Arbitrum Voter Enfranchisement proposal is live!

We’re paying due attention & respect to all the hardworking delegates of all sizes. If you’re a small or mid-sized delegate who takes the time to vote, we’ll try to follow all of you on X (whether you vote for or against!)

[Nick.tradfi @NGonCap]

@cxgonzalez 👀