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LexSokolin
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2013: "
Bitcoin
mining is wasteful"
2015: "GPUs are just for games"
2025: "$NVIDIA owns the AI future"
Funny how that worked out 🤔
#BTC
#AI
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Hot take: every $1 in memecoins is $1 not building real web3 infrastructure DePIN projects are literally laying the foundation for decentralized physical infrastructure While PEPE holders pray for Elon tweets
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Bitcoin mining margins get crushed every halving DePIN mining margins expand as new networks are added
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The real fintech opportunity isn't building another neobank It's figuring out how to unlock the $80B+ of staked ETH sitting idle Web2 Fintechs are leaving money on the table here
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Let's talk about value creation vs value extraction Memecoins are just moving money from one pocket to another. Zero sum game. But DePIN? That's different: 🔋 Real infrastructure being built 🌐 Actual networks being deployed 💰 New economic value being created One is a casino, the other is building the future.
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Imagine having GPUs worth millions just collecting dust This is why Web3 compute networks are inevitable The thing to solve is Web3 DeGPU aggregators selling into Web2 customers without crypto being "icky"
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