Nik

Long substance, short status; Long freedom, short coercion.

[Nik @nikk0411]

@Tim_Org @arthaud_

[Derya Unutmaz, MD @DeryaTR_]

I’ve said this before & feel compelled to say it again: people with curiosity & agency who fully use AI will rapidly gain expertise & accomplish things faster than others with greater intelligence, knowledge, or experience, because those advantages are becoming cheap commodities!

[Ethereum Foundation @ethereumfndn]

0/ Today, the Ethereum Foundation deposited 2400 ETH and ~$6M stablecoins into Morpho’s yield-bearing vaults.

Morpho is a pioneer in permissionless DeFi protocols and consistently demonstrates a commitment to Free/Libre Open Source Software (FLOSS) principles.

[Cointelegraph @Cointelegraph]

🇺🇸 NEW: US national debt rises by $6B daily, nearing $38T with projections to surpass that mark in 20 days.

Does Bitcoin solve this?

[Robert Leshner @rleshner]

“Is it a bubble” total market cap cheat sheet:

March 10, 2000 (top of dotcom bubble):
US Equity: $18.3T
Gold: $2.0T

Today:
US Equity: $58T
Gold: $22.6T
Crypto: $4.0T

[Haseeb ＞|＜ @hosseeb]

Hot take from my panel on decentralized AI at UC Berkeley: Your data is worthless.

The idea that you'll get rich selling your data to train AI is a fantasy. The frontier is high-quality synthetic data, not your dumb tweets.

Second hot take: the government censorship of AI has not started yet. It will come soon. And when it does, decentralized AI will matter in the same way that the rise of financial surveillance made Bitcoin matter.

Spicy back and forth with @avichal and @FranklinBi 👇

[Ejaaz @cryptopunk7213]

seriously man, what a time to be alive.

bitcoin about to blow through $120K while its finally labelled 'legit' by tradfi

all whilst US debt breaks ath, further strengthening the case for crypto

every one & their mum is integrating stablecoins

crypto companies IPO-ing and outperforming every other stock

the top fintech companies in the world are launching their own blockchains (robinhood, stripe)

crypto tokens are finally on their way to being recognized as equity. the ramifications of free-market equity launches will be a sight to behold

oh yeah and don't forget AI is automating the entire world, providing the highest form of leverage to any single kid, teenager, adult, grandpa or robot with access to the internet.

and it'll need a slick new financial system to enable it.

spent pretty much my entire career in tech and tbh its an honor to watch all of this unfold

dream bigger, best is yet to come

[Maple @maplefinance]

One platform, one token, one brand.

Welcome to Maple.

[Nik @nikk0411]

@alexkehr Integrate a simple habits section with routines. Set for example a morning routine of things (make bed, drink 2l of water, shower cold, 25 pushups) and add habits over the day. Use data to check em off automatically, and send push notifications to ask if done and then log in

[Nik @nikk0411]

@alexkehr That looks sick!

[Nik @nikk0411]

@mrjasonchoi Can you be more of a VC than: „And you - the people who are still here - are exactly the right people to build it“?😂 100% no offense but had to say it

[Nik @nikk0411]

@FitzYap @Paxos @FigureMarkets @OndoFinance @ethena @Hashnote_Labs @usualmoney @OpenEden_X @SkyEcosystem @fraxfinance Missing @MidasRWA

[Nik @nikk0411]

@ethansuero_ Discovery

[Arthur Hayes @CryptoHayes]

And that’s a wrap folks. Buy everything!

[Ray Dalio @RayDalio]

https://t.co/Xpdl8fYoBg

[Alexander Lin @linfluence]

in 1969, we put humans on the moon—coordinating 400,000 people and 20,000 companies to make it happen. today, global temps continue to rise, obesity and chronic diseases are booming , and social media is brainrot

simply put, our coordination systems are failing

institutions and legacy top-down solutions can’t keep up in an era where technology has outpaced our ability to align resources, incentives, and synchronize action at scale

AI and geopolitical conflicts will widen this gap into an abyss

💡crypto is structurally built for machine speed and the only viable solution to this crisis

>bro who cares. eth is at 1900

yeah because each cycle, lessons from prior years are ignored and we press the mental “replay” button to have another go using the same playbook. we've long crossed the event horizon of the financial nihilism black hole

crypto VCs race to underwrite a project based on the founder's ability to sell a narrative, relationship with cexes, and under-the-table dealings with market makers

what a trash arena to play in

i wrote “The Reforging of Crypto: A Substrate for Global Coordination” to present a new north star for the industry

link to read the essay ⬇️

[Omar @TheOneandOmsy]

Vlad from Robinhood dropping a laundry list of reasons to be bullish crypto at today's fireside:

TLDR: w/ the new admin, crypto rails will be the home to stocks, commodities, private company shares, prediction markets, memes, RWAs -> cross- composable and available 24/7

The future will be fun. Small excerpt below:

(OO #270)

[Haseeb ＞|＜ @hosseeb]

I’m kind of over decks for startup pitches. Notion writeups > decks.

Writeups force clarity, they select for better investors, and honestly they have become a signal of higher quality founders.

Unless what you're building is extremely visual, ditch the deck and do a doc.

[Bridget @bridge__harris]

Bitcoin lending space is heating up

> Coinbase: $100k USDC loans against BTC
> Cantor: BTC backed loans in collab w Tether
> Robinhood: soon (probably)
> @lava_xyz main noncustodial player in the market

No one wants to sell so they’re making your asset more productive

[Peter / 1k(x) @pet3rpan_]

I would not over-extrapolate or take the last 18 months in crypto super seriously. The space has recovered from the lows of the last bear market but it has not seen proper market growth and expansion. As such, any net new fundamental progress has not been rewarded with capital inflows just yet.

During this period of market stagnation, meme coins have been pushed to extract value from the industry at large, enriching the shameless.

With macro improvements and regulations significantly evolving, the next few years of crypto will be ones of growth and market expansion. And they will look nothing like the one we've had in the last 18 months.

Games played in a stagnant market do not work well in a growth market.