Building durable value in IP-driven markets. Market maker across media, technology & rights.

Berlin
Joined October 2014
Stefan Schulz retweeted
"How can blockchain unlock the true value of music IP?" In this new feature, @SchulzDEV—a leading voice in music, tech, and IP, now EVP at Record Nexus—shares insights on tokenising music rights, digital transformation, and the future of IP finance. Read the full article:
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Stefan Schulz retweeted
There are no tariffs on Bitcoin.
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Stefan Schulz retweeted
The best thing about USG acquiring a strategic bitcoin reserve is that it will now learn the concept of opportunity cost. Dollars have an opportunity cost of ~0 since USG can print them on demand, so everyone in USG has for decades learned to never worry about costs, and never have to make trade-offs. That's why USG spends trillions of dollars every year on horrific things. But there are only 21 million bitcoin, nobody can make more, and everything you spend comes at the cost of more bitcoin. Once you start calculating the opportunity cost in terms of bitcoin forgone, and the appreciation of the market value of these bitcoin, the vast majority of USG spending begins to look really stupid. Most bitcoiners can tell you many stories about how finding bitcoin has helped them eliminate all kind of frivolous and wasteful spending. Now apply that to USG, and you could conservatively estimate that 90% of its spending would not pass the bitcoin opportunity cost test. Everything will be weighed against bitcoin and almost all of it will be found wanting. Most bitcoiners imagined that bitcoin would destroy the value of the dollar and bankrupt USG. But if bitcoin merely teaches USG to spend responsibly, that on its own could go a very long way toward eliminating most of its evils. Truly, bitcoin fixes everything.
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🚀 In 2013, #Bitcoin was $500. In 2017, it rose $500 in a single day, and no one noticed. In 2019, $Bitcoin was $5,000. Yesterday, BTC jumped $5,000 in a day - still no reaction. Earlier this year $BTC was at $50K, and the day is coming where Bitcoin rises $50K in a single day, and the world won't blink. Get ready for 🚀🚀🚀
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TODAY IS THE DAY! #BITCOIN MENA DAY 1 LET'S GO 🚀 Watch Live 👉 youtube.com/live/1fVrsmzeZg4
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Stefan Schulz retweeted
Small decisions, big meetings. Big decisions, small meetings. 🤷‍♂️
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Stefan Schulz retweeted
We’re failing as a nation to provide a platform for our future generation(s). They intuitively know that. We need to simplify and reset so many of our systems. I’m 100% NOT an anarchist but it’s clear that if we don’t take hold of the situation; the situation is going to take hold of us. zerohedge.com/political/gen-… I long for the feeling one would get - of simpler times, and optimism for our lives and country when listening to “Teach your children” by @officialcsny (Crosby Stills Nash & Young)
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Many of you have asked as to when #btc miners will start outperforming BTC. My take on this is as follows. We are some 2 month BEFORE the halving and BTC just touched (and soon will pass) prior ATH. That has never happened before. During the last halving cycle BTC surpassed previous ATH 6 mth AFTER the halving. So we have a 8 month difference. My sense the #btc miners will start rallying couple months after the halving (maybe earlier) and that rally will be really violent on the upside. I would also be closely watching the development with transaction fees. If they continue surprising with their upward trend then expect miners to shine even more. In summary, I am extremely bullish on the sector and on the vertically integrated miners with competitive energy footprint, efficient mining fleet and team with track record of execution. You are about to witness generational wealth creation so choose your horses carefully. Good luck everyone!
Decided to write the following article to delve deeper into the topic. The main points are as follows: The current lull in #Bitcoin miners is primarily due to uncertainty surrounding the halving event. However, once the dust settles, investors are likely to flock back en masse. They will be drawn to: 1) equity story of surviving miners with strong fundamentals, 2) recognizing the importance of #Bitcoin mining for the viability of the entire #Bitcoin industry, and 3) acknowledging the significant upside in transaction fees, with miners being the primary beneficiaries. I hope you enjoy reading it. medium.com/@BitfuryGeorge/wh…
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Let's assume, for discussion, that AI in 2024 is like atomic technology in 1943, that AI should therefore be handled like the Manhattan Project, and that the specific risk is that the Chinese Communist Party gains access to American AI. And let's use OpenAI as an example of an American AI R&D facility. What counterintelligence capabilities does OpenAI have to prevent China from stealing our AI? What you'd expect to see is a rigorous security vetting and clearance process for everyone from the CEO to the cook, with monthly polygraphs and constant internal surveillance. Hardened physical facilities, what are called SCIFs (Sensitive Compartmented Information Facilities), US Marines or the equivalent as 24x7 armed guards, Faraday cages and electronic countermeasures. Alarms going off if someone carries so much as an Apple AirTag into the building. And someone very much like Boris Pash overseeing it all, interrogating and terrorizing people in all directions. Remember, even WITH tight security, the Russians still got the atomic bomb from the US via their spies in the 1940s. The first Russian atomic bomb is said to have been "wire for wire compatible" with the American Nagasaki bomb, thanks to David Greenglass and the Rosenbergs. So to protect AI, you need even TIGHTER security. Remember, this is a civilizational threat! Is this what we see at OpenAI or any other American AI lab? No. In fact, what we see is the opposite -- the security equivalent of swiss cheese. Chinese penetration of these labs would be trivially easy using any number of industrial espionage methods, such as simply bribing the cleaning crew to stick USB dongles into laptops. My own assumption is that all such American AI labs are fully penetrated and that China is getting nightly downloads of all American AI research and code RIGHT NOW. The conclusion is obvious: OpenAI must be immediately nationalized.
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Stefan Schulz retweeted
I want to coin a new phrase.. "Distributed Intelligence " as a next era beyond "Distributed Computing". Jensen Huang and I both started our careers at the startup of Silicon Valley pioneer LSI Logic in the early to mid 1980's powering the silicon enabling distributed computing. 1/13
If you still don't get Nvidia and the generative AI opportunity, watch this. And watch again if you still dont get it. $NVDA
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Stefan Schulz retweeted
The FTX collapse is an expensive ad for #Bitcoin. Too many good ideas have been pursued by the #Crypto industry in an unethical, unsound, irresponsible fashion. The only viable future is registered digital assets trading on regulated digital exchanges.
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Who says it better than @lukebryan, our @VirtualStaX Ambassador. Get out of the crowd, and on the stage! It's not Stocks in Companies, it #StaX in People! There's still time to #invest in @TurnCoinLtd's friends and family round but it's going fast. let's roll!
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How many #entrepreneurs out there feel like this constantly? No matter where you turn someone is there waiting to bite your ass. Keep pushing through, like this duck, you’ll survive and you’ll find your way. #entrepreneurlife #Entrepreneurship
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Who would have thought?… well we did, but who else? Amazing work, team, community, family, execution, and momentum at @bapesclan which is now sitting at a 10 #eth floor, just before our next Genesis II #NFTDrop coming up. Let’s rock and roll #BAPES #BAPESCLAN #BAPESAmbassadors
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Stefan Schulz retweeted
BAPES CLAN X APIENS IS OFFICIAL🤝 🔥 APIENS #NFT GIVEAWAY 🔥 To enter👇 -Follow us & @TheApiens -Like & RT -Tag 3 friends
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We got this! Please vote. Let’s rock and roll @bapesclan. Amazing work as always to the extremely talented artist @TalentHous3. @elochima, @thekngmoe, @TFGmykL, @camjordan94, @DaraDouglas @NFT_NYC @WingDude @CameronJohnBale #NFTNYC2022
We are nominated TOP 5 BEST NFT ON THE PLANET, in 2 categories, next to BAYC, RTFKT, and VeeFriends. Make sure to vote at nft.nyc/awards #nftawards #bapes #bapesclan #nft.nyc
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We have the most amazing @bapesclan #BAPESAmbassadors. Let’s show some love and support to @christinebarnum everyone! Keep up the amazing work @NFT3Awards !
Nominee announcement @NFT3Awards is excited to nominate @christinebarnum for: MOST INFLUENTIAL 2022 VOTING IS LIVE: nft3awards.io/vote/ More categories will be added daily Don't miss the largest NFT Awards show and music festival in the world! #NFT3 #NFT #NFTAwards
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🏆 We are official finalist of @NFT_NYC 🏆 Please ✅ - Best Emerging #NFTArtist 🎨 @bapesclan’s @TalentHous3 Please ✅ - Best #NFT Business Model 🐵 @bapesclan Visit nft.nyc/awards to vote @WingDude @CameronJohnBale #NFTNYC #NFTNYC2022 #BAPES #BAPESCLAN #BAPESNFT
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