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OH: "People will only verify cryptographic proofs via failed tool calls"
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OH (market maker): “VCs copy trading into perps exchanges because they have hyperliquid fomo is fine; the hardest part is them pretending to know how derivatives work while also screaming about their incompetence on the timeline. Makes me want to leave crypto forever for AI”
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Never had to deal with more irony than my tradfi friends asking me how to trade crude right now while ignoring the substrate (crypto) that solves their issue with a lack of 24/7 stuff I think even @CliffordAsness might realize the value of not closing weekends now 😂
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OH (TradFi person who lost money in multiple hacks): Crypto in 2021 was the 'Future of Work' but in 2025 it is the 'Future of Unemployment'
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I've been meh on RWA perps beyond indices + commodities (which make sense given existing demand) BUT My switching between Nebius, Lambda, Prime Intellect, etc. to minimize my GPU cost has made me really want a price per token or energy per token perp to lower cost volatility
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Main economic lesson AI learns from crypto is there is only one equilibrium - Birkin Bag (high decentralization, moneyness, etc.) - Cost effective (lowest fees, MEV, etc.) OpenAI + Google: Birkin Bags DeepSeek + Qwen: cost effective Everyone else is a bad expensive Android
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