AI🤖🚘RE🏢🏨🏡Ethereum🌌⛓️Zen🪨🌿
Mobilis In Mobili
Joined August 2023
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windward.eth בשנה הבאה בירושלים retweeted
Trillions of dollars are coming onto Ethereum.
ETH makes it productive and keeps it secure.
ETH is the programmable store of value.
👇
Why ETH is the store of value for what's coming
We are almost certainly heading into a period of high inflation and extreme economic and social volatility. As inflation and risk erode the purchasing power of nation-state money and many other assets, it will matter more than ever to hold assets that keep or grow their value.
Gold and BTC are high-powered money and excellent stores of value. ETH goes further.
Not debt-based. Like gold and BTC, ETH is not debt-based or credit-based money.
Censorship resistant. Like BTC, or gold and silver held physically, ETH transactions on Ethereum L1 can't be censored. That's true for simple payments and for complex smart contract programs like DeFi, and those programs are guaranteed to execute.
Cheap to hold. Like BTC, ETH is relatively cheap to hold and store securely.
Cheap to use at any scale. Ethereum is cheap and easy to use whether a transaction moves $1 or billions. Any well-formed transaction is guaranteed to execute.
Sound, and getting sounder. ETH is disinflationary and becomes ultrasound, meaning deflationary, during periods of high network activity.
Broadly useful. ETH has many uses across the Ethereum economy, and that economy will grow by orders of magnitude as finance, and eventually every industry, moves onchain. Global adoption of the Web protocols in the '90s and '00s transformed the world economy. Ethereum is the foundation of Web3, the user-centric, decentralized web.
Collateral money. ETH works as collateral, and collateral that grows in value over time is a powerful thing.
Home of stablecoins. Ethereum hosts the bulk of stablecoin activity. Stablecoins serve as payment money and as unit-of-account money.
Despot-proof. Like BTC, ETH can't be used by a despot to financially exploit or repress citizens. Over time that should have positive geopolitical effects.
Programmable. ETH is programmable money. You can attach arbitrary logic to transactions and build an entire economy on smart-contract-based agreements and business processes (see shodai.network).
Transparent or private, and auditable either way. Money and financial instruments on Ethereum can be public or private, and in both cases selectively disclosable and auditable. Privacy tools for retail and institutional users include VPNs, mix networks, shielded and privacy pools, Railgun, stealth addresses, Kohaku, and zero-knowledge proofs in many forms, including on L2s and on private permissioned EVM networks linked through bridgeless synchronous composability.
Future-proof. By the end of 2027, or partway through 2028 at the latest, ETH will be quantum-safe and AI-safe money.
ETH is the base money of an exponentially growing ecosystem that should keep growing for decades. Its monetary premium will keep rising, because retail, corporate, and government users will all need to hold some. Part of today's premium is speculative: Ethereum dominates smart contract blockchains, but it hasn't fully hit its stride or gone mainstream yet.
Machine intelligence will supercharge every scientific and technological pursuit and grow global GDP bigger and faster than any of us can imagine. Ethereum L1 and modular Ethereum L2s will undergird most of the high-value agreements, transactions, payment flows, and complex business processes behind the coming hybrid human-machine decentralized economy.
windward.eth בשנה הבאה בירושלים retweeted
La envidia era un pecado... Hasta que la izquierda le cambió el nombre a "justicia social"
windward.eth בשנה הבאה בירושלים retweeted
Cuando llegué en el 95, España era un gran país y una inspiración. Hoy es un país en decadencia, con una excepción: Madrid, que a diferencia de Barcelona, Bilbao y tantas otras, ha ido a mejor.
En el 95, Cataluña era la primera economía de España. Hoy lo es Madrid, con el 20% del PIB y 47.220 euros por habitante, frente a 42.492 en el País Vasco y 39.199 en Cataluña.
¿Por qué Madrid se libró de la decadencia? Porque aunque por toda España casi nadie tiene hijos y hace falta inmigración Madrid recibe sobre todo inmigración compatible: venezolanos, colombianos, peruanos y ecuatorianos, que ya hablan español y comparten nuestra cultura y religión. Porque Madrid da menos ayudas sociales y así atrae a los menos vagos. Porque cobra menos impuestos incluyendo el del patrimonio que ahora el socialismo le roba pero que esperemos que pronto se rectificará. Porque tiene más ética de trabajo en promedio. Y porque vota a la derecha: el PP gobierna Madrid desde 1995, el año en que llegué y la derecha atrae a menos vagos.
Mi esperanza es que en estas elecciones toda España gire a la derecha y termine con el cáncer socialista y nacionalista. Los socialistas crean una sociedad de vagos quejicas y así destruyen el mismo estado de bienestar que dicen defender. Los nacionalistas viven llorando de no tener su país aunque tienen enormes autonomías y apilan chiringuitos inútiles que hunden su economía sobre regulada.
Que se acabe el vago, sea español o extranjero. Estado de bienestar solo para los niños, los enfermos y los ancianos. El resto, a trabajar.
Solo trabajando se construye un gran país. Así era la España que conocí en el 95, y así espero que sea la del futuro.
El 29N, a votar a la derecha y a terminar con el tumor socialista.
windward.eth בשנה הבאה בירושלים retweeted
Ten years ago everyone on crypto twitter was bullish and the bankers said it was all a scam. Now everyone on crypto twitter says it’s all a scam and the bankers are bullish
windward.eth בשנה הבאה בירושלים retweeted
The economically devastated Rust Belt resident asked God, “I had faith in you, but you didn’t save us. You let our town die. Why?”
To this God replied, “I sent you three data-center proposals. What more did you expect?”
This is the main street of Monroeville in Huron County, Ohio. The town voted against building a $1 billion data center nearby.
Let’s just be honest here, does this town look like it’s doing well enough to reject a $1 billion opportunity for economic development?
How are you supposed to fix cost of living when people vote against $1 billion opportunities for jobs and economic development?
NIMBYism is killing the West. The same people who hate data centres hate nuclear energy and hate new factories for manufacturing and reindustrialisation.
Literally what are you supposed to do? People want 5% GDP growth a year with 0 inflation and then you try to give them new industry and they reject it.
Foreign backed information war on the American people has done massive damage to America. People voted against their own jobs and their own economic development because they watched a TikTok saying Donald Trump and Epstein ate Jon Benet Ramsay inside a data center or something.
windward.eth בשנה הבאה בירושלים retweeted
Because R voters treated 26 as just another midterm while D voters showed up like general elections. Your graph directly rebuts the talking point that TX (and KS and SC and freaking Mississippi lol) somehow turned into blue states over the course of just 2 years
windward.eth בשנה הבאה בירושלים retweeted
This is a really good point, and something I've been observing between HK and Singapore. 🇭🇰🇸🇬
From conversations with my banker friends, HK tends to be more generous when it comes to capital and risk appetite. (sorry sg vcs haha)
I've spent quite some time immersed in Singapore's finance and fintech ecosystem, including engagements with GFTN and MAS, and now getting to see HK's ecosystem up close, I think both markets have very different approaches.
My observation is that HK is moving aggressively on tokenization, capital markets, and bringing traditional financial products onchain.
Singapore, on the other hand, seems more focused on stablecoins, regulatory frameworks, and building the institutional rails for TradFi and Web3 convergence.
One is pushing product and market adoption, while the other is building the regulatory and settlement infrastructure around it. Of course, there's plenty of overlap.
And I agree with your broader point. Greater regulatory clarity in the US could create a very interesting opening for licensed players in Asia, particularly those positioned to bridge institutional capital and digital asset markets.
I believe that HK and SG aren't necessarily competing to build the same financial hub. They're developing different pieces of what could become a much more interconnected financial system.
And that's what makes Asia particularly interesting to watch right now! 🌐
windward.eth בשנה הבאה בירושלים retweeted
Socialists be like: “The capitalist who sells you a bike is exploiting you. The guy who steals it is a victim of society.“
windward.eth בשנה הבאה בירושלים retweeted
Sergey Brin's political win in California cannot be understated. Guy double taps wealth taxes by beating back prop 40 and then outlawing them all together.
His political infrastructure now needs to storm the walls of the public sector union industrial complex destroying CA.
windward.eth בשנה הבאה בירושלים retweeted
At what point do we stop focusing on who needs to pay more tax and start asking where all of our tax money is going.
windward.eth בשנה הבאה בירושלים retweeted
As if we needed more evidence that the EU is the USSR 2.0. hopefully it ends the same way too
windward.eth בשנה הבאה בירושלים retweeted
This is where the Genius Act comes in, as the US Treasury takes over thid nice interest bearing racket that tether and other stablecoins issuers been running, and scale it up 100X to match us Treasury notes insurance
windward.eth בשנה הבאה בירושלים retweeted
Actually it’s more like 20 based on my conversations:
bowoftheseus.substack.com/p/…
windward.eth בשנה הבאה בירושלים retweeted
An open letter, and more detailed response to my X conversation with @ErinToTheNth & @Jason_A_Scharf
Dear newly arrived dreamers, fresh faces, and young creatives,
You’ve just unpacked your bags in our weird little corner of Texas: Welcome.
You felt the magnetic pull of this city, and we are glad you are here. But as you settle into the heat and the rhythm of the Hill Country, there is a fundamental truth about this place you need to understand right away:
👉 You don’t move here to bring the rest of the world with you; you move here to let the spirit of Austin transform you like Grandmother on an ayahuasca journey in the middle of a rain forest.
Lately, there’s been a temptation to import the shiny, established cultural monuments of other cities and paste them over our own. Attempts to recreate things like the Met Gala, to dress up our local spaces in the borrowed glamour of New York or Los Angeles is just wrong.
Let’s be incredibly clear about this: trying to replicate things like the Met Gala here isn’t just missing the point, it simply isn’t weird enough to fit into our whole "Keep Austin Weird" ethos.
Why? Well for starters it’s derivative, and Austin has never been about copying what someone else has already perfected.
This city is not a blank canvas for you to project someone else's masterpiece onto. This is the place you come to connect with your inner innovator. It is a sanctuary where you are supposed to listen to the strange, beautiful whispers of your own creative spirit guides and make something completely, unapologetically original.
Do you want to throw an incredible, mind-bending costume party? Do it. Rent out a warehouse, string up the neon, build out a wild theme, and invite the whole town. We’d all love to come. But you don’t have to base it on a famous red carpet, an elite guest list, or a tired coastal tradition. You don't have to base it on anything other than the wild, boundless freedom of imagination that a city like Austin affords every single one of us.
Austin thrives on the grassroots, the gritty, the bizarre, and the brilliant ideas born on the back of a napkin at a late-night taco stand on the East side.
The magic of this town isn't in how well we can mimic the exclusive gatherings and events of the East or West Coast. It’s in our ability to build our own cultural gravity from the ground up, inviting everyone to participate in the spectacle.
So, unpack your bags, but leave your preconceived notions of what a "cultural event" looks like in whatever city you abandons to be here. Dive into the weirdness. Trust your own strangeness. We don’t need another Met Gala. We need whatever incredible, entirely original thing is currently hiding inside your imagination.
Welcome home. Now go make something weird.
windward.eth בשנה הבאה בירושלים retweeted
If the universe is a giant computer, then the more interesting players get more compute.
windward.eth בשנה הבאה בירושלים retweeted
Agree that the value in bio is moving down the stack, which will cause an explosion at the application layer (drugs, devices, diagnostics).
We need to catalyze more startups that are full stack companies (not just holding companies for an asset or two) because legacy pharma doesn’t know how to play the new game.
My theory is biotech is about to turn into a national security thing and the west doesn't really get a vote
Beijing just floated blocking foreign buyouts of china's cell and gene therapy and siRNA platforms
And what's interesting is what they're NOT blocking. Licensing individual drugs is still totally fine
So you can sell the west a medicine, just not the platform that makes the next 100 of them
And the west has been buying like crazy lol.
Foreign deals for chinese biotech assets are at $120B through august, up 36%
Astrazeneca's $1B gracell deal, that CAR-T platform, probably doesn't happen under this draft
Same update hits AI tech too btw
we spent years fighting over who gets the chips.
Feels like the next fight is over who owns the platforms that spit out the next generation of medicines
Once biology is programmable it's not really a healthcare business anymore, it's infrastructure
Still just a draft tho, comments open till nov 15
bio/acc.
windward.eth בשנה הבאה בירושלים retweeted
France has FREE health care, paid parental leave, paid family leave, FREE child care, FREE preschool, 5 weeks paid vacation, a 35 hour work week, generous unemployment and housing benefits, and heavily subsidized higher education.
Everything the left says they want AND THEY'RE STILL PROTESTING AND BURNING SHIT DOWN.
windward.eth בשנה הבאה בירושלים retweeted
Your universe has no meaning to them. They will not try to understand. They will make a fire with your 1st edition Charizard.
