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Web3 architect and twtr banner artist. Mostly over philosophizing #bitcoin and the metaverse. Past @Yale @McKinsey she/her

[Paper @nobsideers]

Thoughts on #bitcoin as digital gold. A 🧵

[Paper @nobsideers]

AI can execute with near-perfection up to 90%, but that last 10% — the conviction margin — is where it falters. Because that margin isn’t powered by data, logic, or probability. It’s powered by belief, obsession, unreasonable commitment — things AI doesn’t have, only simulates.

[Paper @nobsideers]

@SolarEtherPunk @tokenstate Just wondering where you got the 20 trillion stimulus number from?

[Paper @nobsideers]

@Bosefina There are much worse places ambitions can start at.

[Paper @nobsideers]

@SPYSTSignals Thanks! What’s the significance of both values relative to spot price of spx? What would be an easy way to understand liquidity value and relative value in relation to spx price?

[Paper @nobsideers]

@SPYSTSignals What deep dive did you read on whether the current Fed saving banks is QE or not QE?

[Paper @nobsideers]

How come no one is talking about how close we are to the debt ceiling? Am I missing something?

[Paper @nobsideers]

@punk4156 Aww, you are so cheeky smart 🤣🤣🤣

[Paper @nobsideers]

@rsg 80% of the time you are right that either of them is right, but it’s the 20% that makes life/investment very very interesting, give or take.

[Paper @nobsideers]

@dcinvestor Why would something that doesn’t have a supply cap have the same ability to hold value than something that does?
Eth is immensely useful and has solid fundamentals, but it’s more like oil than gold, no?

[Paper @nobsideers]

@mfer7166 I didn’t follow, what happened to sartoshi?

[Paper @nobsideers]

@0x_b1 This is anecdotal, but whenever I hear main stream investment adviser talk about “stashing” something in the time of crisis, they put real real estate, gold, Bitcoin in the same category, though sometimes sarcastically

[Paper @nobsideers]

@0xinc This made my otherwise frantic day. Man, we got used to things quickly.

[Paper @nobsideers]

@100trillionUSD If you compare the data between inflation vs money printing ( debt increase YoY), it seems like this:
1. Money printing lagged inflation in the height of huge inflation in the 70s
2, there wasn’t much inflation after 2008 when the fed pumped huge amount of cash

[Paper @nobsideers]

@MoonOverlord And well deservedly so, given that the price was propped up by shaky defi projects.

[Paper @nobsideers]

@mkl85 @PositiveCrypto the '>1 BTC category should already include the '>10 wallets

[Paper @nobsideers]

@Mike_Melero @PositiveCrypto the heavy crash always follows, just the psychology of the market participants

[Paper @nobsideers]

@RyanSAdams Is it me or it’s just hard to have confidence in a product ship when the fundamental concept a product relies on is still shown as under development on its website. #eth merge

[Paper @nobsideers]

Is it me or it’s just hard to have confidence in a product ship when the fundamental concept a product relies on is still shown as under development on its website. #eth merge

[Paper @nobsideers]

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