this is brilliant
botblastcap retweeted
ok quick follow up coz some are asking WHY WHY WHY in my dms
prl: ai bitcoin, if you don't believe me or don't get it, i don't have time to convince you
near: ai x privacy x cross chain ux, tokenomics meh but founder is llm co-inventor
drv: bet on onchain options 100x-ing, potential hyperliquid-like moment
bp: bet on onchain stocks adoption, founder p cracked too tho he said hyperliquid stupid but since i used his framework to write some solana code back then i will forgive him (credit where credit is due)
metadao: bet on futarchy being the de facto method for onchain capital formation, paradigm and 6mv both punted higher than current levels
zama: FHE being solved will transform the entire industry, team is cracked tho might be years away
link: every blockchain needs oracles and they are number 1, potential to be the onchain SWIFT
hurts me to say all these coz my capital is finite. nevertheless, glhf.
botblastcap retweeted
My profile of @HyperliquidX co-founder @chameleon_jeff.
We met in Washington, DC, to discuss the future of the wildly successful crypto platform whose rise has rattled industry titans and caught the White House’s attention.
bloomberg.com/news/features/…
Hyperliquid and Jeff constantly ringing in my head as i watched this
youtu.be/OQ0OOzOwsJY
botblastcap retweeted
Why Pearl will Win
––––––––––––––––––
01:14 BTC is dying
03:24 Breaking up with my highschool girlfriend
06:51 Why it can work
09:35 Pearl's power footprint
12:45 AI capex > asic capex
15:00 FP8
19:00 Negative overhead
22:04 Elite team
23:06 Hashrate = hinge profile height
28:01 AI lab adoption
30:48 I want my MTV
32:31 Mark Knopfler shreds on guitar
35:52 Useful work vs Duplex work
38:32 Cheap verification is required for money
41:20 Can Pearl close the loop?
45:17 Addressing fundraise FUD
51:21 Risks
1:06:27 Pearl wins by becoming multi-denominational religion
i think we just crossed the chasm with druck as the flag bearer
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
botblastcap retweeted
So the best entrepreneur of our lifetime and one of the best investors of all time are interested in $HYPE…




















