Ilia Topuria already celebrated a win over Gaethje last night with all his friends and family
🗣️ “Tomorrow, it’s not a victory we have to earn. Victory is already ours.”
Oleksandr Usyk was there 👀
• privacy matters much more in a world where we have governments armed with superintelligence that has access to all knowledge and everything on the internet, freedom to transact & store wealth without oversight
• crypto is only real hedge against AI in that AI makes everything infinitely cheaper and in doing so infinitely easier to create non-human content, crypto is the only tech that can verifiably prove things are human-generated in post-AGI world
• AI build out is currently inhibited by lack of compute, as scaling up the power grids & ramping up production of more chips takes time, there is room for coordination of unused compute to fill this gap - does not work for the actual training of the models but can work for inference during consumer & enterprise usage
• every AI lab censors their models based on internal guard rails that we do not get to opine on, there should be uncensored open source equivalents of these AI models that anyone can use, crypto is ideal place for this to flourish
• current traditional financial systems are slow and antiquated, open blockchains with stablecoins will be the end state for how value is transmitted globally, much faster & cheaper than existing alternatives with more room for tighter integrations across the stack - confirmed by increased regulatory interest with things like Clarity Act and others & also by many large tech/finance companies interest in building in crypto
• the entire world is trading, with more and more financial apps becoming 1 stop shops for all things retail can trade, it will become easier and easier for retail to shift between stocks/crypto/commodities, crypto has always been the riskiest industry but also the one where retail can achieve 100xs with small amounts of capital in short amount of time, only takes one or two coins doing well to remind people of this thesis
• 99% of coins are scams, this makes it much easier to identify and buy the ones that aren't scams, this also concentrates the amount of available capital into small # of names which leads to aggressive reratings in short amount of time, investing in crypto when everyone is convinced it is a scam is how you frontrun fomo buyers, institutions & retail alike
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Dominando Order Flow + TPO + Market profile
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