Andrew Bayzath ⚡️

Fund manager

[Andrew Bayzath ⚡️ @selfcustody]

These tariffs seem to work well if the goal is to give the future U.S. Sovereign Wealth Fund a good head start. 👀cc @BillAckman @standuquesne

[Andrew Bayzath ⚡️ @selfcustody]

8/ 📝 TL;DR: Google Willow is a scientific marvel but poses no immediate risk to Bitcoin. It’s a reminder of the need to stay ahead in cryptographic innovation. Bitcoin remains a robust long-term store of value. 💎🙌

[Andrew Bayzath ⚡️ @selfcustody]

1/ 🚨BREAKING: Google has unveiled “Willow,” a groundbreaking quantum chip that completes calculations in under 5 minutes—tasks that would take classical computers 10 septillion years! Here’s what it means for #Bitcoin and long-term cryptographic security. 🧵

[Andrew Bayzath ⚡️ @selfcustody]

7/ 🔮 The timeline? Quantum computing experts predict it could take decades before we see machines capable of breaking SHA-256. By then, Bitcoin’s encryption would likely be quantum-hardened.

[Andrew Bayzath ⚡️ @selfcustody]

Read how Warren Buffett assesses whether a business is a good investment. First calculate the capital required to run the business, then look at the price you have to pay for it. https://t.co/eAtJxbn15j #stocks $BRK #buffett #warrenbuffett

[Andrew Bayzath ⚡️ @selfcustody]

5/5 While enterprises recognize the benefits of AI for automation and ROI, challenges persist due to the scarcity of AI talent.

[Andrew Bayzath ⚡️ @selfcustody]

2/5 AI spending is increasing, diverting funds from traditional cloud and saas workloads. SaaS workloads are experiencing a decline as AI gains prominence.

[Andrew Bayzath ⚡️ @selfcustody]

4/5 AI implementation costs are high, especially for inference tasks. Enterprises are opting for standardized cloud and infrastructure software to reduce costs while ensuring security and functionality.

[Andrew Bayzath ⚡️ @selfcustody]

1/5 $CRM Salesforce's earnings reflect a significant shift in tech spending due to the impact of AI. Here are some key frontline observations:

[Andrew Bayzath ⚡️ @selfcustody]

6/ Concluding, Vitalik stresses Ethereum’s commitment to decentralization, not just speed. The network should serve as a secure, scalable backbone for Layer 2 projects while maintaining its core principles. #EthereumVision

[Andrew Bayzath ⚡️ @selfcustody]

5/ Vitalik acknowledges the balance needed between decentralization and efficiency. While current protocols are moving away from reliance on large actors, there’s a call for more robust decentralized storage solutions and continued innovation in light client technology.

[Andrew Bayzath ⚡️ @selfcustody]

4/ Node hardware requirements are a major focus. EIP-4444 and Verkle trees could drastically reduce storage needs, making node operation more accessible. He envisions a future where nodes could even run on phones, pushing true decentralization. #EthereumNodes #Decentralization

[Andrew Bayzath ⚡️ @selfcustody]

3/ Liquid staking remains dominated by providers like Lido and RocketPool. Key barriers to solo staking include the 32 ETH minimum and technical challenges. Solutions like Verkle trees, lower staking minimums, and penalty capping are being explored. #Staking #Crypto

[Andrew Bayzath ⚡️ @selfcustody]

2/ MEV is a significant issue, with strategies evolving between MEV minimization and quarantining. Vitalik emphasizes the importance of both, aiming to reduce the harm builders can do while maintaining fair competition among validators. #MEV #DeFi

[Andrew Bayzath ⚡️ @selfcustody]

1/ 🧵 Vitalik dives into the future of Ethereum’s decentralization and permissionlessness. Key updates include PeerDAS, Verkle tree transition, and EIP-4444, all aimed at improving node operations and user experience. #Ethereum #Blockchain

[Andrew Bayzath ⚡️ @selfcustody]

Vitalik just wrote a blog post addressing the negativity coming from inside the $ETH Ethereum ecosystem. When @VitalikButerin speaks we shall listen 👂Here is the summary below ⬇️