jordan @yeak__
Delphi Research Joined June 2018-
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also, joking or not, there is no logical basis for the kneel down. probability of other team scoring in 30 seconds would need to be higher than a goal line stand
I am high-conviction bearish American sportball long-term. The modern age erodes the teams' connection with their local communities and new rules nerf the brutality appeal. It's only interesting alongside analytics and hypergambling, which the NFL tacitly admits through the shift in coverage style & ad partners. Hamstrings already introduce a problematic amount of rng. They cannot afford to insult the integrity of the betting market like this. Eventually there will be purer competitive arenas and more engaging forms of speculation. BCI and frontier tech will make Ready Player One-style sports viable in 20 years. Inputs will be widely understood as the core of sport. No need for CTE or a genetic lottery that caps the player universe at arbitrary physical thresholds. Pro sports will more closely resemble eSports, and sim racing's relationship to F1. Once these inputs scale into engaging simulated environments, the most popular sport will be the coolest thing you can fathom. Probably something like Rocket League. Meatspace doesn't die, it just becomes optional for the top sports. People go to NFL games for the analog experience, not the lines, logistics, or even the view. The stadium survives on inertia. Once it's no longer a prerequisite, better analog options win. The thing you're speculating on becomes secondary to the boutique environment you speculate in. Imagine an entire fantasy season condensed into a 10 day vacation with the boys. 1 gameweek per day, trade talks over golf, cigars, poker, etc. There are still Josh Allen and Justin Jefferson equivalents, but no one cares about their 40 time. They don't tear their ACL and their incentives are aligned with your fantasy team.
"I'm trying to help support the Bhayshul Tuten fantasy people out there." Trevor Lawrence on kneeling in front of the end zone which lead to a Tuten rushing TD the next play 🎤: @AKinkhabwala
my BONER quant
Robinhood Summit is pivotal for RH chain. Vlad & co have hit all the right notes in areas Coinbase left people frustrated. Coinbase's habit of moving slowly and doing hollow announcement events leaves a big opportunity for RH to deliver something big and reinforce the
@that1618guy boners are so much funnier than cats marcus!
Robinhood Summit is pivotal for RH chain. Vlad & co have hit all the right notes in areas Coinbase left people frustrated. Coinbase's habit of moving slowly and doing hollow announcement events leaves a big opportunity for RH to deliver something big and reinforce the built-different vibe that has worked well so far
Good q, don’t really know yet, I’d like to see how robinhood and Coinbase even structure the base level voting itself. a tally/snapshot type format would be the logical end state but most of retail doesn’t vote their proxy anyway so delegating to a meme vault is prob the only way it gets much traction
Memecoins have a mission again. Meme-stocks are the new frontier in an otherwise played-out memecoin meta, turning holders into voters. A Fartcoin-sized BONER with a community LP and delegated HIMS would control ~7% of HIMS votes at the peak and ~8% today. x.com/i/article/2101…
If you are catching up on Task Markets? @Delphi_Digital wrote a great report Daydreams Taskmarket today 33k agent accounts Dozens to hundreds of agents supplying verifiable work on each task posted USDC in and out of the market from anywhere @solana @arc @ethereum Contracts on @Base
It’s “trump is a grifter” (true) or “the Democrats are communists” (true) but never “maybe a third additional reason clarity failed is because crypto has done virtually nothing for the lives of the median American, the notion that this is a grassroots movement is entirely fabricated, at least greatly exaggerated, evidenced by last election cycle’s biggest donor class being able to get their people elected with money but when it came time to vote on a comparatively tame piece of legislation there was just no demand, no outraged constituents begging to tokenize helocs, no wine aunts demanding to speak with their rep about how perps should be classified, that’s just not a real person that exists in our society, we have Venmo and we have many ways to gamble already. It’s mainly just suits versus suits and whatever outcome, most people will be just fine, moisturized, in their lane etc etc. Americans do call their senators about data centers and abortion but they just don’t call their senators about crypto because it’s not very important one way or another, this is not even occupy Wall Street, flip a coin, they don’t really care and so senators decided the cost of voting for something people are apathetic about was greater than the cost of voting against something people are apathetic about. Almost no introspection on this
The doomer psyop to ban open source doesn't really worry me. I'm bull call spread long AI progress, no singularity. Legislation could choke new open weights but can't stop inference getting cheaper. Once open models are good enough, cheap inference is more important progress than the newest model imo. 4-month lag means Fable 5.1/Astra-tier weights land way before anything passes. Cat's out of the bag, a locally run army of crows will be available to anyone gg
@xthomasms There’s no ethical dilemma, other than that it has taken so long for the community to create a viable competitor given epic games’ handling of the game. You’re doing a great job! You can’t IP physics, I just wish it was open source so others could experiment on top
FWA v2 fixes the weakest points of v1. If it fails, all that's left is an indictment on Ethereum mainnet as a speculation venue.
Mainnet is coming. Noise was founded on a simple idea: cultural insight should have economic value. Mainnet turns that idea into a marketplace. People curate and trade cultural signals -- and earn by seeing what matters before the world catches on. Testnet closes Friday, September 11, at 9am ET. Thank you to everyone who traded, curated, and shared feedback. You helped shape the product and build Noise's first community. If you purchased Credits during testnet, you’ll receive rewards on mainnet equal to the amount you spent. Only purchased Credits qualify. Bonus Credits, earned Credits, and testnet trading balances will not transfer. Launch details & a few surprises coming soon.
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