not @miyahedge

highly appreciate feedback

https://x.com/MiyaHedge/status/2065421247580652029?s=20 probably one of the most directional, precise things ive ever posted

who's ready for a 3000 word essay

you guys NEED to view the private market as trade-able because it will be tradable more and more soon develop edge and understanding in venture & startups!! you will be able to trade (through various instruments - ideally through what we are launching soon with street) soon & there‘s an insane amount of alpha here

all of these trades are in the private market, guess who‘s opening up exposure to it

i actually tend to argue that we are nowhere near froth in ai right now. there's a massive amount of capital surplus that got zeroed downstream in pre-seed - series a startups and a massive amount upstream in the foundation model battle + failed horizontals like bittensor, ip, near and in general ai x crypto. the winners are actually pretty limited right now and so far it has been a brutal battle between a select few companies that can pvp against the foundation models (think cursor). else the landscape will become even more competitive for apps to breakout (lovable etc will die or forced to pivot). if you revisit https://ai-2027.com, we are essentially close to 6 months ahead of this (back then) insanely optimistic prediction. Physical AI is also not priced in, figure is insanely impressive right now, and while there might not be chatgpt moment for this the difficulty pricing it in accurately is more +EV for allocation capital / energy. the reason i‘m bullish on physical ai is because foundation models can‘t compete here and the same thing as in early 2023 is happening here where there are a lot of mid term winners until one (likely figure or tesla) will take the price

andrew kang is right

zec exploit is incredibly unfortunate tbh privacy had such a tailwind and would have been an incredible setup going into agi era, now every institutional buyer is trapped in a zcash position they lost conviction on & the whole sector will bleed conviction

500 people wasted 3 months of their time and energy bc of a board meeting titled how to fix Q1 earnings report

the game is brutal

it‘s crazy to me how one company can start this narrative of agentic payments to boost their stock price in a terrible earnings report and downstream 500 young founders immediately press the trigger and start a company just to get rinsed w zero vc interest

remember agentic payments

life is beautiful

hyperliquid ux for private securities one shots binance, upbit and hyperliquid itself

this is interesting ngl

can some US firm sponsor my finra series 7 pls @drsaratancredi2

robert chang got into ycombinator by building a hyperliquid mobile app, let this be a lesson to you

pre-ipo perps are the future!