Rezo🛡₿RRR @rezosh
crypto since 2015 | building where attention lags power grokipedia.com/page/rezo-shme… Decentralized Joined November 2010-
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@BitcoinNewsCom capital is a tourist, belief is a resident. x.com/rezosh/status/…
Bloomberg said crypto VCs are moving into AI. Paradigm raised $1.2B for “frontier” = crypto, AI, robotics. Is the timeline arguing whether this is a betrayal or a cycle rotation? Speaking from my own seat, I’m the founder and managing partner of a crypto fund (@brcapital_fund),
@kimmonismus exactly how some Chinese alternatives are winning... huge allowance for usage with slightly lower performance. x.com/rezosh/status/…
China never open-sourced out of altruism. It was strategy: flood the ecosystem, undercut US closed models, market the stack. Now that parity is here, the incentives flip. Openness was the catch-up tool... not the philosophy.
@Cointelegraph soon UI is not going to matter... maybe later on we'll have Neuralink. x.com/rezosh/status/…
Codex moving into the ChatGPT app doesn't bother me. What bothers me is that people still think the app is the moat. I've seen too many cycles... today it's chat, tomorrow dashboards, and later maybe Neuralink. The moat is what the agent can do.
@MatthewBerman then maybe even Neuralink in the future and nothing will matter. x.com/rezosh/status/…
Codex moving into the ChatGPT app doesn't bother me. What bothers me is that people still think the app is the moat. I've seen too many cycles... today it's chat, tomorrow dashboards, and later maybe Neuralink. The moat is what the agent can do.
@zerohedge I wonder how this will change with Neuralink... the UI is starting to matter less and less already. x.com/rezosh/status/…
Codex moving into the ChatGPT app doesn't bother me. What bothers me is that people still think the app is the moat. I've seen too many cycles... today it's chat, tomorrow dashboards, and later maybe Neuralink. The moat is what the agent can do.
@KobeissiLetter that's cos capital is a tourist, belief is the real resident. x.com/rezosh/status/…
Bloomberg said crypto VCs are moving into AI. Paradigm raised $1.2B for “frontier” = crypto, AI, robotics. Is the timeline arguing whether this is a betrayal or a cycle rotation? Speaking from my own seat, I’m the founder and managing partner of a crypto fund (@brcapital_fund),
@AshCrypto capital was always a tourist, belief is a resident. no matter how many VCs and other funds come and go, crypto will stay and evolve. x.com/rezosh/status/…
Bloomberg said crypto VCs are moving into AI. Paradigm raised $1.2B for “frontier” = crypto, AI, robotics. Is the timeline arguing whether this is a betrayal or a cycle rotation? Speaking from my own seat, I’m the founder and managing partner of a crypto fund (@brcapital_fund),
this mirrors the recent happenings in VC world. speaking from experience, crypto VCs aren't abandoning crypto for AI, they are moving away from the illusion of earl-stage venture. this one is not VC but similar, and I believe that capital is just a tourist, belief is the actual resident. x.com/brlabsxyz/stat…
“Conviction is not a conviction if you don't hold on to it.” Everyone hunts for ready-made filters while real conviction forms another way: - Nobody arrives with all the filters on day one. Anyone claiming otherwise is lying. - The noise itself becomes the filter as you live
@unusual_whales time and pressure refine conviction... reality forces you to separate signal from noise and for me, price was a signal but not the main signal. x.com/brlabsxyz/stat…
“Conviction is not a conviction if you don't hold on to it.” Everyone hunts for ready-made filters while real conviction forms another way: - Nobody arrives with all the filters on day one. Anyone claiming otherwise is lying. - The noise itself becomes the filter as you live
@itsolelehmann been building in public for years and now in stealth (for some projects, but others still in public). I think there are many others building in public, they're just hidden by the algo and massive trends as everything is moving very fast. x.com/rezosh/status/…
Bloomberg said crypto VCs are moving into AI. Paradigm raised $1.2B for “frontier” = crypto, AI, robotics. Is the timeline arguing whether this is a betrayal or a cycle rotation? Speaking from my own seat, I’m the founder and managing partner of a crypto fund (@brcapital_fund),
@elonmusk later on all this UI won't matter when maybe we'll have Neuralink. x.com/rezosh/status/…
Codex moving into the ChatGPT app doesn't bother me. What bothers me is that people still think the app is the moat. I've seen too many cycles... today it's chat, tomorrow dashboards, and later maybe Neuralink. The moat is what the agent can do.
“Conviction is not a conviction if you don't hold on to it.” Everyone hunts for ready-made filters while real conviction forms another way: - Nobody arrives with all the filters on day one. Anyone claiming otherwise is lying. - The noise itself becomes the filter as you live through the waves and scars. - Reality (geopolitics, tech shifts, macro) keeps cutting, forcing you to separate signal from noise. But the real sharpening of conviction isn’t a radical flip: - Time and pressure refine it slowly, like water cutting stone, without breaking the core. - Faith densifies. Same box, just heavier, tighter, more consolidated, less noise. - Price stayed a signal, but the narrative around it was always crowd noise, never the main driver. BR Labs founder @rezosh on why noise forges denser conviction instead of destroying it.
@thsottiaux How about Luna? So far it's been okay but how is it different from 5.5?
Bloomberg said crypto VCs are moving into AI. Paradigm raised $1.2B for “frontier” = crypto, AI, robotics. Is the timeline arguing whether this is a betrayal or a cycle rotation? Speaking from my own seat, I’m the founder and managing partner of a crypto fund (@brcapital_fund), and we made this “move” two years ago... just not into AI. We almost fully shifted into liquid management: we stopped being a classic VC and focused on the liquid part we had since 2017, including quantitative, and building more into DeFi. So the headline “crypto VCs are moving into AI” is inaccurate. They are moving away from the illusion of early-stage venture... some into AI, some into liquidity, some into both. Capital is a tourist. Belief is a resident. I have zero doubt crypto will serve AI. Not “crypto or AI,” but crypto as the settlement and coordination layer for agent economies. I’m building stuff in AI and DeFi myself, so consider me biased. Paradigm, by the way, is saying the same thing if you read them, not the headlines: Tempo for agentic payments with Stripe, EVMbench with OpenAI. This is not diversification away from crypto. It is a bet that the frontiers have collided.
Codex moving into the ChatGPT app doesn't bother me. What bothers me is that people still think the app is the moat. I've seen too many cycles... today it's chat, tomorrow dashboards, and later maybe Neuralink. The moat is what the agent can do.
@unusual_whales China has some of the most competitive open source at the moment but that's not out of altruism. x.com/rezosh/status/…
China never open-sourced out of altruism. It was strategy: flood the ecosystem, undercut US closed models, market the stack. Now that parity is here, the incentives flip. Openness was the catch-up tool... not the philosophy.
China never open-sourced out of altruism. It was strategy: flood the ecosystem, undercut US closed models, market the stack. Now that parity is here, the incentives flip. Openness was the catch-up tool... not the philosophy.
Bad news: Most Chinese AI labs will soon pivot to closed-source. These companies will face pressure they simply cannot resist. Now is the time to build true open-source AI from the scratch. It's time to reclaim our sovereignty.
@bridgemindai What's interesting is Luna, surprisingly reliable for the lowest-tier model. Haven't compared side-by-side with Haiku yet but so far it's been getting a lot of work done and has been competent enough.
@scottmelker Circle can now (or soon) custody and manage the USDC reserves itself through a federally chartered national trust bank instead of relying only on commercial banks.
@scaling01 only xAI, Google, and Meta can afford to do price wars. however, OpenAI and Anthropic still seem to own the strongest frontier models.
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