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ayyyeandy
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Had a great interview with Haseeb of Dragonfly VC a few weeks back about his advice from Balaji, thoughts on
BTC
treasury vehicles, Robinhood vs.
Solana
and more.
One of my fav segments from the TV so far.
https://www.youtube.com/watch?v=7ZGBhbpbz0Q
#BTCย
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
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BTC
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-3.14%
SOL
144.05
-9.66%
1
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ayyyeandy
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The year is 2030: - AI exists in physical form, replacing some form of intimate relationships - BTC is $888,888 and Peter Schiff finally capitulated - Homeschooling is far more common - A massive war between user-owned AI & large corporations is unfolding - Several countries have defaulted on their debt, and now use BTC as a reserve currency - Gold is $10,000+ and talks of returning to gold standard ensue - Some form of UBI is in place to keep riots down and people calm - People have left urban areas in favor for peace & quiet in rural areas - Robocops exist What else???
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Just recorded an insightful pod with @ai to better understand how he's thinking about investing at the intersection of crypto x ai. We touched on onchain IPOs, investable sectors, some of our favorite companies, and how to reason about this emerging space. Out soon!
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Recorded this one last week with Felix Jauvin. Everything you need to know about macro, the 'trade after the trade' and Bitcoin's stability as a macro asset. Enjoy. https://www.youtube.com/watch?v=FYNfx59WiOY
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Teams which are well positioned for the CLOB wars: Hyperliquid Bullet Hibachi MegaETH Celestia Monad RISE Kuru Perpl Avon Vertex
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Had a great conversation with Jordi from Selini Capital last week about his takes on BTC treasury vehicles, summer outlook, market makers, L1/L2s, and more. Finger on the pulse type of pod. https://www.youtube.com/watch?v=NWVp6Qk5p7s
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