4lex @_4lex_4

CPO & CFO @ducatstable, a BTC-native CDP stablecoin Manhattan, NY Joined September 2022

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4lex @_4lex_4

2 days ago

If you compare US and Chinese GDP it's incredible how much boils down to "In America, sth. that's not clearly better costs 3x more" claude.ai/public/artifac… cars: avg US car costs 2.5x electricity: US costs 2x (w/ big US natural resource advantage) chemicals: US 2x…

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4lex @_4lex_4

4 days ago

I’m convinced that Zuck, Elon, Ellison &co (the 12fig AI capex deciders’ club) are getting an amazing but massively unscalable, human-curated LLM experience. Way too much money and 99.99th-%ile jobs are riding on deluding them into keeping the party going as long as possible.

Packy McCormick @packyM

4 days ago

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4lex @_4lex_4

6 days ago

First Elizabeth Holmes and now SBF. How long before @stablekwon gets internet privileges from jail and runs it back?

SBF @SBF_FTX

6 days ago

First Elizabeth Holmes and now SBF. How long before @stablekwon gets internet privileges from jail and runs it back?

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4lex @_4lex_4

2 weeks ago

The Trump pivot from DOGE Afuera!-ism to “send USD to zero, send national debt to GDP to 500%, send birth rate to zero, obliterate global supply chains, pour gasoline on cost of living crisis” would be remembered as an epic miscalculation, if America’s ruling class had any IQ

The White House @WhiteHouse

2 weeks ago

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4lex @_4lex_4

2 weeks ago

Isn’t this ETF streamlining thing just a vampire attack on all DATs as well as the current ETF listings (BTC/ETH)?

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4lex @_4lex_4

2 weeks ago

Trump is delivering the same stagflation Biden did, asset prices are proclaiming it loud and clear The right-wing populisms around the West have 1 thing in common besides immigration: a never-before-seen, seismic rightward shift of young people, economically disenfranchised by…

4lex @_4lex_4

2 weeks ago

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4lex @_4lex_4

2 weeks ago

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4lex @_4lex_4

2 weeks ago

I expect the 2nd Solana DAT to be funded heavily by locked SOL As the different prospective Solana DAT heavyweights sorted themselves, @KyleSamani probably figured, smartly, that mixing locked SOL into a clean, cash-funded DAT would pollute $FORD 's value proposition for no…

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4lex @_4lex_4

2 weeks ago

The Fed doesn't matter for markets.* The short-term bond market, not the Fed, dictates the path of US interest rates. *Except insofar as the Fed defies the bond market for a long time, as it clearly did in 2H21 (too dovish), and arguably did in 3Q19 (too hawkish)

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4lex @_4lex_4

2 weeks ago

I’ll take the other side of this FORD trading volumes indicate that there’s shockingly low (to me anyway) “institutional ex retail in front of SOL ETF” demand. Launching a 2nd DAT would be pointless, there’d be no organic capital inflows

gum @0xGumshoe

2 weeks ago

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4lex @_4lex_4

2 weeks ago

The Charlie Kirk outrage is wholesome. Meanwhile, 14 months after Butler PA, we know less about Trump’s shooter than the guy who killed Kirk. The country was 1cm away from Nikki Haley being the GOP nominee and GOP voters being disenfranchised en masse. Seems relevant, idk.