ExponentialGrowth.eth

[MisterSpread @MisterSpread]

Rate cuts are NOT bearish or bullish educate yourself: Context is key

Exactly like the title says and contrary to both doomers or permabulls, when Federal Reserve is cutting rates is neither bearish or bullish, it ALL depends on the context when the cuts are done.

Since September FOMC is around the corner, I thought is a good moment to remind people that is much better to do a bit of research and understand the bigger picture, then to listen to larps and engagement farmers (both sides), so here it goes:

1. Cuts because Recession - very bad short/medium term, 3-12 months for recovery.

2. Cuts because Panic - very bad short term, OK medium/ long term, 1-3 months for recovery.

3. Cuts because Normalization - small potential drop short-term and very good medium, long term.

It's all about the context in which we will find ourselves when FED cuts this year (IF they cut this year), but in general people just take information around here as it comes, without more research.

I had the same debates in March last year with people who either didn't understand the macro regime, didn't have enough information, were ignorant or all 3, so to conclude:

1. IF Fed cuts in September, is it done because of a Recession? No - then it's bullish

2. IF Fed cuts in September, is it done because of Panic? No - then it's bullish

3. IF Fed cuts in September, is it done because of Normalization? Yes then it's bullish

Thank you @RyanDetrick for the information and research going back to 1984🤝.

Bookmark and Retweet this post so others can have a balanced view for the upcoming meetings!

[Antonello Guerrera @antoguerrera]

Extraordinary scenes in the Vatican.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Good meeting. We discussed a lot one on one. Hoping for results on everything we covered. Protecting lives of our people. Full and unconditional ceasefire. Reliable and lasting peace that will prevent another war from breaking out. Very symbolic meeting that has potential to become historic, if we achieve joint results. Thank you @POTUS.

[Sergey Nazarov @SergeyNazarov]

This is the moment when our industry can transition from being just about cryptocurrencies to also being about the next version of the financial system, reaching its long awaited full potential on a global scale.

What we need now is for the world's largest governments to adopt our industry's approach to ownership, data and transactions as their preferred method for both their domestic economy and their preferred method to transact internationally. If our industry's technology provide's the value/improvements that I know it can, then we can be the ones defining the fairer, more transparent and globally connected future.

What I am seeing from the United States government is very significant for getting us to the next stage. After meeting with multiple Senators and Congressman, such as @CongressmanGT , @SenGillibrand , @berniemoreno , as well as top leaders of US regulators and other senior government officials, I can clearly see that we are on the way to this next stage of our industry. This transition to a Web3 Financial system will greatly benefit the U.S. financial system, especially if it leads the way, as well as benefiting the entire global financial system.

The overall approach that I think should be considered for the US financial system can be seen here: https://t.co/54DvlsMKg0
(Slides: https://t.co/24x7fGEEvW)

[ExponentialGrowth.eth @warrior_eth]

@ETHBucharest_ @CrinAntonescu09 @NicusorDanRO @ElenaLasconi @Victor_Ponta @georgesimion Salut initiativa, timing-ul este unul potrivit si abia astept sa vad concluziile panelului.

[ETH Bucharest @ETHBucharest_]

Breaking news!

@ETHBucharest_ 2025 invită cei mai bine plasați 5 candidați în sondaje la Președinția României la un panel special despre adopția crypto! 🇷🇴

Pe 4 aprilie, @CrinAntonescu09, @NicusorDanRO, @ElenaLasconi, @Victor_Ponta și @GeorgeSimion sunt invitați să își exprime opiniile despre viitorul #crypto în România.

Panelul va fi moderat de @anagnoste_sorin, neafiliat politic, Profesor Asociat și Prodecan la FABIZ - Facultatea de Administrare a Afacerilor în Limbi Străine din cadrul ASE.

Cu SUA și Europa promovând reglementări pro-crypto, precum #MiCA, este timpul ca România să preia inițiativa!

Ajută-ne să ajungem la cât mai mulți oameni.

Like, comment, retweet! #ETHBucharest

[6529 @punk6529]

"everything's computer" is actually the theme of the next few decades

[David Sacks @davidsacks47]

Historic moment! Thank you, President Trump!

[AJAC @AJA_Cortes]

We are at the Point of no return

[Beniamin Mincu |🇺🇸/acc @beniaminmincu]

Unlocking Compelling Blockchain Benefits for Department of Government Efficiency and US Economy 🇺🇸

-- Brief proposal for @elonmusk , @DavidSacks , @realDonaldTrump --

🧵

[unusual_whales @unusual_whales]

BREAKING: Trump’s World Liberty Financial, $WLFI, multi-signature address bought WorldLiberty.eth, trumpcoin.eth, erictrump.eth and barrontrump.eth ENS domain names in the last 24 hours, per CoinTelegraph.

It also bought 14,403 $ETH, Ethereum, worth about $48 million.

[Benjamin Cowen @benjamincowen]

Satoshi, please forgive us

[Talmage Johnson @talmagejohnson_]

My dad always taught prioritizing our health as kids but could never break through because of the social and cultural norms of self-destructive behaviors in our environment.

It took years of hard work from my dad to help me understand what’s truly in my best interest. I’m infinitely grateful to him.

[farbood @farbood]

“Cardio” is a lot more than your heart

[Bill Ackman @BillAckman]

Fatherhood

[Balaji @balajis]

Grok is the best integrated
ChatGPT is the fastest
Claude is the smartest
Perplexity is best for web search
Gemini handles the largest files

[andreibratucu🦇🔊 @andreibratucu]

Feels like it's time to fully deploy everything left and just vibe with it.

Next months we either dine in VALHALLA or we go back to the trenches

ᛚᛖᛏ×ᛊ ᚠᚢᚲᚲᛁᛜ ᚷᛟ

[Farzad 🇺🇸 🇮🇷 @farzyness]

I don't think OpenAI has much time left.

Five reasons:

1) Sora is already obsolete - see Google. Why? YouTube. This gap will continue to widen as Google has greater access to capital for hardware + the ridiculous data moat that is YouTube.

2) xAI, Perplexity are fast approaching ChatGPT's performance. And they have access to live data. ChatGPT doesn't. What is ChatGPT's value prop once Grok 3 is here, which is trained on the most powerful training computer in the world and the world's most up-to-date database of information in X?

3) NVIDIA is prioritizing xAI for next-generation hardware - not OpenAI. On top of this, xAI's ability to ramp up hardware from 0 to functional is world class by a factor of 10. This means their main competitor will accelerate their separation over time.

4) Talent purge - OpenAI has lost top-tier talent in the last few months - many in a very public manner. In nascent industries like AI, talent is your greatest competitive advantage. These folks have either gone on to start their own AI companies, or joined competitors.

5) Microsoft effectively owns OpenAI. What is Microsoft's core competency in driving AI development? They don't have proprietary data that will be nearly as valuable as a YouTube or X. Meta is way better positioned than Microsoft. MS is effectively stuck with a dying company that they overpaid for. This will cause bad decisions to be made in a desperate attempt to keep the brand relevant.

Happy to be proven wrong, but from my vantage point it doesn't look good.

[Michael Saylor @saylor]

Probably Nothing

[Robert Sasu | dev/acc @SasuRobert]

Yep. It has exploded. Scaling up services is not so easy, a lot of things can go wrong. Right now the chain just simply works, but the API, elastic search, some of the servers deserving the frontends just could not handle the load.

We have learnt from this couple of times, but it is always something else which goes wrong. But it just teaches us to be more resilient.

Swaps are back. Scaling the infrastructure behind @xPortalApp is going on. Time to prepare everything for millions of users.