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I pay 50% of my income just so I can destroy my car in the potholes that should be getting fixed with it
I pay 50% of my income just so when I need to go to the hospital I have no bed to lie on
Fan fucking tastic
I pay 50% of my income just so when I need to go to the hospital I have no bed to lie on
Fan fucking tastic
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my mind just got blown
asked Claude to be the most honest it can possible be and critique me on every possible angle based on the 2 month prompting journey
it told me more about myself in one go than I could possible know if I was doing therapy for years
highly recommend
asked Claude to be the most honest it can possible be and critique me on every possible angle based on the 2 month prompting journey
it told me more about myself in one go than I could possible know if I was doing therapy for years
highly recommend
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The winner of the next cycle is here
Throughput is less of a concern; there's plenty of it to handle 100x more economic activity in crypto
Key aspects:
→ HYPE revenue is used for buybacks, token performance ++++
→ Solana's app revenue does not work the same way as HYPE but the success of its apps is directly tied to the success of its token performance (adoption, demand for SOL for trading, etc)
→ Ethereum is just not investable at all. It is so overvalued on all aspects.
Who do you think has a better Revenue/Market Cap ratio in 2 years from now?
Throughput is less of a concern; there's plenty of it to handle 100x more economic activity in crypto
Key aspects:
→ HYPE revenue is used for buybacks, token performance ++++
→ Solana's app revenue does not work the same way as HYPE but the success of its apps is directly tied to the success of its token performance (adoption, demand for SOL for trading, etc)
→ Ethereum is just not investable at all. It is so overvalued on all aspects.
Who do you think has a better Revenue/Market Cap ratio in 2 years from now?
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I asked Claude what he thinks of OpenClaw and the AI hype
He directly compared it to crypto in '21, saying this time the hype is real 😭
He directly compared it to crypto in '21, saying this time the hype is real 😭
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I have made many mistakes in my investment lifetime
Many can be traced back to having more experience
Our younger versions know better than us
→ Price Down = More Sellers
→ Price Up = More Buyers
Generational Wealth
→ ETH 2020 = Smart Contracts
→ SOL 2022 = Far better tech than ETH, More Users, Cheaper to Use
→ HYPE 2024 = Volume, Superior Tokenomics, Clear Vision & Great Execution
Most things are easy to explain
We just overthink and lose ourselves in the process
Many can be traced back to having more experience
Our younger versions know better than us
→ Price Down = More Sellers
→ Price Up = More Buyers
Generational Wealth
→ ETH 2020 = Smart Contracts
→ SOL 2022 = Far better tech than ETH, More Users, Cheaper to Use
→ HYPE 2024 = Volume, Superior Tokenomics, Clear Vision & Great Execution
Most things are easy to explain
We just overthink and lose ourselves in the process
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This is what Claude has to say about Bitcoin
→ This is the weakest post-halving rally in history
→ The average ETF cost basis is $84,099
→ Spot ETF holdings are only 5% below peak holdings despite a 46% price crash
→ Businesses acquired 1,400 BTC/day in 2025
→ 1 year outlook: $100K-$150K (55%) driven by FED cuts and ETF flows resuming
The main point is that buying at any price below $70K will look great in hindsight when Bitcoin is above $200K.
Claude generated an 18-page institutional report on Bitcoin.
To be honest, this was an amazing read.
→ This is the weakest post-halving rally in history
→ The average ETF cost basis is $84,099
→ Spot ETF holdings are only 5% below peak holdings despite a 46% price crash
→ Businesses acquired 1,400 BTC/day in 2025
→ 1 year outlook: $100K-$150K (55%) driven by FED cuts and ETF flows resuming
The main point is that buying at any price below $70K will look great in hindsight when Bitcoin is above $200K.
Claude generated an 18-page institutional report on Bitcoin.
To be honest, this was an amazing read.
BTC-0,47%
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Bitcoin has been going in tandem with IGV (Software)
[2021-2023], [2025-2026]
IGV -44% , -32%
BTC -77%. , -53%
1.75x downside, 1.65x downside
The market has been selling off software stocks because AI is eating the world right now. If you're not allocated to AI-related investments, you underperform, and funds have to be in the trade unless they want to see AUM bleed.
There is no doubt that AI is going to kill a ton of companies, but this sell-off could indicate fear that will do so today or in 6 months, which is not going to happen.
Unless the big software companies like MSFT, Oracle, Sal
[2021-2023], [2025-2026]
IGV -44% , -32%
BTC -77%. , -53%
1.75x downside, 1.65x downside
The market has been selling off software stocks because AI is eating the world right now. If you're not allocated to AI-related investments, you underperform, and funds have to be in the trade unless they want to see AUM bleed.
There is no doubt that AI is going to kill a ton of companies, but this sell-off could indicate fear that will do so today or in 6 months, which is not going to happen.
Unless the big software companies like MSFT, Oracle, Sal
BTC-0,47%
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can't believe I spend 24 hours off of X and need a full day of studying to catch up
so much is happening in crypto, ai, markets
and its pace is accelerating so much the brain cannot compute all of it
so much is happening in crypto, ai, markets
and its pace is accelerating so much the brain cannot compute all of it
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:Anyone here has a good recommendation for getting a UAE passport?
It's getting increasingly scary to just have a EU passport at this point
It's getting increasingly scary to just have a EU passport at this point
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Here's my problem with AI
No, you don't need to spend 8 hours a day prompting a revolutionary app that you end up quitting as soon as you have to do something manually
Most of you are becoming AI's tools and don't even know
You're becoming the product of these LLMs
Almost nothing changed in your life since installing Claude
By no means I am saying it isn't useful, just that most of us are doing it wrong
You don't have to build a $1M ARR company overnight
Just build something that is useful for you, and maybe something of value will come
That's how AI can change your life
No, you don't need to spend 8 hours a day prompting a revolutionary app that you end up quitting as soon as you have to do something manually
Most of you are becoming AI's tools and don't even know
You're becoming the product of these LLMs
Almost nothing changed in your life since installing Claude
By no means I am saying it isn't useful, just that most of us are doing it wrong
You don't have to build a $1M ARR company overnight
Just build something that is useful for you, and maybe something of value will come
That's how AI can change your life
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There's nothing to say about Bitcoin right now
Other than completely avoid trading if your portfolio is down more than 20% from ATH and/or if you ended up losing money in the last 3 years
$60K, $65K, $72K are the only levels to watch and trying to capture 1% moves between that will be more painful than what already is
Other than completely avoid trading if your portfolio is down more than 20% from ATH and/or if you ended up losing money in the last 3 years
$60K, $65K, $72K are the only levels to watch and trying to capture 1% moves between that will be more painful than what already is
BTC-0,47%
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