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ayyyeandy
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Great podcast with
Curve
founder Michael about his new
DeFi
invention, Yield Basis & what this means for
Bitcoin
yields onchain.
Whitepaper dropped yesterday. Mainnet soon-ish.
https://www.youtube.com/watch?v=I-zOlyorTxw
#BTC
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ayyyeandy
@ayyyeandy
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Blockchain was meant for this exact era of human history. Political instability, a new digital age, corporation owned AI, central bank currency spirals, corrupt companies, and broad lack of trust in institutions is where the core usecases truly shine.
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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
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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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