Gaetano Mosca

“the workingman in Paris, Barcelona, Milan, and farm laborer in Romagna, the shopkeeper in Berlin, are at bottom no more emancipated from the ipse dixit”

[Gaetano Mosca @punk7628]

0xGaetano

[Gaetano Mosca @punk7628]

@GavinSBaker What happens to PCIe then if UALink becomes a serious competitor?

[Gaetano Mosca @punk7628]

@Brentsketit Think it’s similar to what happened in December probably. But if we have a rates scare like August -> October then it’s going to shake most people out. Then we bid.

[Gaetano Mosca @punk7628]

@hype_eth 🫡

[Gaetano Mosca @punk7628]

@knowerofmarkets @Brentsketit tell me ur in sisy tg without saying it 🙃

[Gaetano Mosca @punk7628]

@knowerofmarkets AAI as a service

[Gaetano Mosca @punk7628]

@sumfattytuna Should link up at zizis if you’re in town

[Gaetano Mosca @punk7628]

@factorydoge69 Never forget bonding.

[Gaetano Mosca @punk7628]

@SyncusI Isn’t a lot of this just the token itself?

[Gaetano Mosca @punk7628]

@degencryptoinfo This is why ZK sync exists.

[Gaetano Mosca @punk7628]

@logan_larkin day 1

[Gaetano Mosca @punk7628]

Bonk terminal value is not infinity. It’s about 1.1bn FDV.

[Gaetano Mosca @punk7628]

@factorydoge69 Bonk claims incoming.

[Gaetano Mosca @punk7628]

It is basic, but not poor.

[Gaetano Mosca @punk7628]

“How do I short $bonk “

-overheard in west village this evening

[Gaetano Mosca @punk7628]

@nobrainflip @a16z This is helpful - thanks.

[Gaetano Mosca @punk7628]

To the hour that I opened CoinGecko again for the first time in a year, a massive liq occurred. There are learnings in this market for all.

[Gaetano Mosca @punk7628]

@gainzy222 I mean if people are gigabull and there’s no narrative other than money moving around soylana leverage has to get wiped eventually. Part of the process.

[Gaetano Mosca @punk7628]

@0xWittgenstein Not exactly what’s happening here.

[Gaetano Mosca @punk7628]

@0xWittgenstein Ha was at one of these meetings and none of this was said. CoWoS capacity matters more / everyone knows next gen h100 is on 3n. Need to focus on margin stacking hgx systems and tier 2/non hyperscaler demand layering on late CY24.

[Gaetano Mosca @punk7628]

@NorthRockLP These have existed but the main issue is that it doesn’t work under currently regulatory regime of needing to be delivered physically.