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Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a retrievable system, like Datadog + Posthog + Google Drive + Slack (really unified filesystem of Claude Code chats + Codex chats). This might be the new data foundation for any and all companies to maximize AI. Needs to be rebuilt because keeping track of diffs on existing system basically impossible to produce longitudinal information on decisions and rollbacks, something coding agent storage companies are actively trying to figure out, but this should extend to businesses as a whole.
Highly skeptical existing businesses will adopt this though because it means overhauling everything about their instrumentation and business data, but I think businesses built on this foundation probably can execute 100x better and faster
SpaceX is a historic liquidity transfer event from public market investors to private market investors
This will flow down to the next wave of frontier venture capital backed companies, driving more funding and higher private market valuations
Over the last 17 years:
China: +505% GDP → largest index down 35%
U.S.: +75% GDP → S&P500 up 440%
Same time period.
I asked Kyle Bass (@Jkylebass) to explain why in this clip.
The state of mobile perps trading UX is broken. But what if there was a better way?
Back in February, we partnered with @BullpenFi to concept a new approach to mobile perp trading that feels frictionless, intuitive, and fun.
Lead Designer @Thaxnay and Product Designer @32paces explored multiple interaction models and landed on a fast, gamified proof of concept where every part of the flow was designed with intention to make perps accessible, responsive, and enjoyable on a tiny screen.
We're excited to see Bullpen keep evolving and pushing the on-chain economy forward in 2026. 🔥
Past few months have been crazy at @Delphi_Digital
Going into 2024, looking to add a few more analysts across the following sectors at Delphi Research:
- DeFi
- Infra
- NFTs
- Gaming
DM me which sector, your background, and an example of past work if interested
I’m at 90% confidence we are going to nuke in January. It’s not an original thought, but I’m not seeing a way around it given what’s going on / overall context
O and because I know I’ll get some stupid ass comments calm down
I’m still turbo bullish 2024/2025
🔥 Delphi Pro Fourgiving 🔥
In recognition of @cz_binance's transformative impact on the space & pivotal role in global adoption, we are giving away 4️⃣ Delphi Pro Subs!
Total Value: $20,000
To enter:
🔹Retweet
🔹Like
🔹Comment & Tag 4️⃣ Friends
Good Luck!
4.
Financial self-reliance is a key check against the concentration of powers, surveillance & censorship in the financial system, in a tradition dating back to Jefferson and Jackson. Self-hosted wallets deliver this independence in the digital age & must not be banned nor disadvantaged by regulation.
- Prohibit any federal agency from creating rules that limit or impair self-hosted wallets.
- Clarify that the Bank Secrecy Act does not apply to blockchain infrastructure providers & will overhaul its rules for crypto custodians, and refuse to enforce unconstitutional provisions of the BSA which rely on the unconstitutional Third Party Doctrine.
I'm helping test @friendtech, the marketplace for your friends on Base 🐰
Get the app and search for my Twitter username to be an early holder of my keys 🤗