Facta non verba.

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Where we stand is just the starting line - the next wave of applications based on "space computers" will create far greater value than any wave to date, and I believe the next billion users of blockchain will communicate via space computers, not just mobile.

And Gene Munster's recent interview with CNBC: 'Eventually 10% of Apple's revenue' will come from the Vision Pro, says Deepwater's Gene Munster Apple is a company that is very measured in terms of how they make announcements. The device allows the user to have their eyes on the real world at the same time, which is very unique. - The price of Apple's Vision Pro is expected to be below $1,000 in five years. The current price of $3,500 is expected to shut almost everyone out of the market. - The Vision Pro is a step before AR, with augmented reality being more like glasses. A sub $1,000 price point is where the product will reach the mainstream market.

Since Apple launched Vision Pro, I've seen a lot of mocking and downplaying of the product, but we need to think back to the early days of the iPhone (and even iPod). iPhone yearly sales rate should top 45 million by 2009, says firm (Jun 07, 2007) Investment firm PiperJaffray predicts Apple's iPhone sales could reach 45 million units annually by 2009, assuming it captures 7% of North America's and 2.8% of the global mobile market. - Analyst Gene Munster suggests that the iPhone won't significantly disrupt other mobile manufacturers, but it could compete for high-end consumers and potentially impact sales of multimedia devices like Palm and HTC. He believes BlackBerry's $199 Curve could emerge as a competitor, possibly benefiting from iPhone's launch buzz. - He expects rivals to offer deep subsidies on music phones in response to the iPhone's launch. Despite competitive pressures, Munster maintains a positive outlook on the iPhone's success, drawing parallels to the iPod's triumph in the MP3 market.

“Of course, it would take some time for a reverse diaspora assembled in a new location to advance from small communities in existing buildings to the infrastructure for towns and cities, let alone to starting new countries. If history is any guide, it took almost 170 years to go from 1607 (Jamestown) to 1776 (America), 90 years to go from 1857 (Sepoy Mutiny) to 1947 (India), and 52 years to go from 1896 (Herzl) to 1948 (Israel)—though at Internet time, things could happen more quickly than that.” — from Software Is Reorganizing the World by Balaji Srinivasan

Cities and Ambition by Paul Graham “How much does it matter what message a city sends? Empirically, the answer seems to be: a lot. You might think that if you had enough strength of mind to do great things, you'd be able to transcend your environment. Where you live should make at most a couple percent difference. But if you look at the historical evidence, it seems to matter more than that. Most people who did great things were clumped together in a few places where that sort of thing was done at the time.” - “A friend who moved to Silicon Valley in the late 90s said the worst thing about living there was the low quality of the eavesdropping. At the time I thought she was being deliberately eccentric. Sure, it can be interesting to eavesdrop on people, but is good quality eavesdropping so important that it would affect where you chose to live? Now I understand what she meant. The conversations you overhear tell you what sort of people you're among.” - You don't have to live in a great city your whole life to benefit from it. The critical years seem to be the early and middle ones of your career. Clearly you don't have to grow up in a great city. Nor does it seem to matter if you go to college in one. To most college students a world of a few thousand people seems big enough. Plus in college you don't yet have to face the hardest kind of work — discovering new problems to solve.” - “Unless you're sure what you want to do and where the leading center for it is, your best bet is probably to try living in several places when you're young. You can never tell what message a city sends till you live there, or even whether it still sends one. Often your information will be wrong: I tried living in Florence when I was 25, thinking it would be an art center, but it turned out I was 450 years too late.” - “Even when a city is still a live center of ambition, you won't know for sure whether its message will resonate with you till you hear it. When I moved to New York, I was very excited at first. It's an exciting place. So it took me quite a while to realize I just wasn't like the people there. I kept searching for the Cambridge of New York. It turned out it was way, way uptown: an hour uptown by air.”

KBW2023 Speakers — Ryan Wyatt (Polygon Labs), Yat Siu (Animoca Brands), Hilmar Veigar Pétursson (CCP Games), Emin Gün Sirer (Ava Labs), Sebastien Borget (The Sandbox), Nick White (Celestia Labs) and more revealed as speakers. Up to 100 more speakers to be added from now on. Stay tuned 📡

We are excited to announce that our Early Birds Tickets are up sale for Korea Blockchain Week! #KBW2023 is returning to Seoul🇰🇷, September 4-10 2023. Our main event, IMPACT, will host 140+ speakers at The Shilla Seoul. Early Bird Tickets available: Link — from @kbwofficial's tweet

#StandWithCrypto https://twitter.com/danpark012/status/1666260296443510785?s=20

CryptoQuant is hiring! Imagine people using #Bitcoin or digital dollars to pay for orange juice in 2030. @CryptoQuant_com will harness on-chain data to aggregate the global supply and demand of all assets, including your orange juice.

Full article — MEV burn: Roadmap After PBS by Seongwan at FP

Four Pillars guys are definitely a must-follow 👍

Such a well written piece on MEV burn by @seongwan_eth from Four Pillars. Also talks briefly about MEV boost and MEV share. https://twitter.com/fourpillarsfp/status/1665735741488640000?s=46&t=ywALktyM5ZCyt-zigN5Big Side note: Four Pillars has some of the best infrastructure research I have came across. Some of the researchers on Twitter from Four Pillars are: @100y_eth @seongwan_eth I have linked their Twitter profiles so do check it out if you are keen on their research! Tag: MEV boost, MEV share, MEV burn Author: @seongwan_eth

Some might say that it's no different from HoloLens but no, I don't think it's the same. Synergetic use cases with existing Apple devices would generate substantial amount of desire to buy. — Why Microsoft's Bet On a HoloLens Metaverse Isn't Paying Off | WSJ Tech News Briefing

5 reasons why I think this Apple Vision Pro is the most amazing thing ever: 1. The most important point, free hands. The advancement of a device is highly correlated to how free your hands are. 2. Integrated audio system. While 80% of the spatial experience is visual, hearing is a big part of the remaining potion. 3. The introduction of Apple Silicon. Beyond M2 and now R1, Apple is the first and best company to go from semiconductors, h/w, s/w infrastructure to application ecosystems. 4. Explosive synergy with existing Apple devices. There is no carnivalization of existing devices. 5. And last but not least (or even perhaps the most significant point), a redefinition of XR. Virtual layers are no longer a discrete spectrum that can be turned off and on, but a continuous spectrum that can be adjusted.

This is phenomenal. — Introducing Apple Vision Pro

The future of metaverse is in their hands — WWDC 2023 — June 5 | Apple

Imo, indeed, ‘convenience’ and ‘better UX’ in terms of crypto products do not mean ‘better tech with abstraction’. The key is bridging the gap between the two points: what users subconsciously expect & how the product actually works out.

Will try to bring the takeaways in eng