Dynamic Hedge @dynamichedge

Optimistic contrarian. Technology and Digital Assets. Your friend and counterparty. dynamichedge.com Joined June 2010

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Eric @EricLi1_

3 weeks ago

Very important

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DePIN provides the most salient path towards making atoms look more like bits for builders and investors alike. In the blog post below I outline why I'm excited about DePIN protocols as the next wave of blockchain enabled networks and businesses. Read more 👇

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Dynamic Hedge @dynamichedge

7 months ago

This seems correct: “…post Stargate, MSFT is letting OpenAI chart their own course when it comes to producing the compute and associated Data Centers the need, and $ORCL is picking up the slack."

Radnor Capital @RadnorCapital

7 months ago

This seems correct: “…post Stargate, MSFT is letting OpenAI chart their own course when it comes to producing the compute and associated Data Centers the need, and $ORCL is picking up the slack."

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Dynamic Hedge @dynamichedge

8 months ago

The fog of war confusion around ‘what Deep Seek means’ is creating a fantastic buying opportunity in $NVDA

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Dynamic Hedge @dynamichedge

10 months ago

Data center operators can finance new AI projects with green bonds. Major cost of capital advantage. esgtoday.com/data-center-de…

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Dynamic Hedge @dynamichedge

a year ago

AI has similar vibes to the early days of social media. A lot of smart people took a contrarian view and dismissed social as economically unimportant. As someone who's witnessed social evolve. AI is easy to dismiss but will be much much bigger. Do not fade.

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Dynamic Hedge @dynamichedge

2 years ago

This is massive

Howard Lindzon @howardlindzon

2 years ago

This is massive

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Dynamic Hedge @dynamichedge

2 years ago

Bitcoin now exists in a catalyst free world where it can actually climb the wall of worry to new ATHs.

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Dynamic Hedge @dynamichedge

2 years ago

Nuclear getting a huge boost on COP28

Nuclear Industry Association @NIAUK

2 years ago

Nuclear getting a huge boost on COP28

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Dynamic Hedge @dynamichedge

2 years ago

European Commission tacks €3B onto battery tech in a routine extension. This is happening around the world. Lots of public funding for many years to support battery startups.

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Dynamic Hedge @dynamichedge

2 years ago

Nvidia is already an aggregator in AI. Very hard for competitors to catch up with the tooling and bundled offering. Very hard for equity investors to get their heads around, thus create another big long opportunity.

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Dynamic Hedge @dynamichedge

2 years ago

X is a way more fun app. Only downside is the online cultural nuance is a bit drowned out by the drumbeat of mainstream banger tweets. Very niche problem for OG power users

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Dynamic Hedge @dynamichedge

2 years ago

New Twitter ‘for you’ is quite good after some experimentation and mutes. Really enjoying the feed! The X rebrand has also been a big success!

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Dynamic Hedge @dynamichedge

3 years ago

This doesn’t feel like 07/08 style contagion. Deposits are safe. Market having trouble pricing in whatever new rules are coming for regional banks. Seems like an opportunity to me.

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Dynamic Hedge @dynamichedge

3 years ago

Seems like a lot of people *want* the depositors of Silicon Valley Bank to get wiped out. The deposits are all most likely safe and that’s NOT a bailout. The equity is a zero and the debt is zero or close to. No moral hazard in this situation. Lots of pain to go around.

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Howard Lindzon @howardlindzon

3 years ago

Love the new sentiment tracking, scores and charting for message volume as well on @Stocktwits These new forms of unique data sets that are trackable for relative strength and signal will be very useful In years ahead On desktop and mobile now... New ways to use Stocktwits…

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Financial Times @FT

3 years ago

EU carbon price tops €100 a tonne for first time on.ft.com/3XSTkER

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Dynamic Hedge @dynamichedge

3 years ago

Agree! The other thing people are missing is “Emissions” as a new asset class.

Kyle Harrison @kwharrison13

3 years ago

Agree! The other thing people are missing is “Emissions” as a new asset class.

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Dynamic Hedge @dynamichedge

3 years ago

Hire the Exxon scientists! via @nytimes nytimes.com/2023/01/12/cli…

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Dynamic Hedge @dynamichedge

3 years ago

Early tech must be able to perform subversive and objectionable tasks in order to prove itself an honest tool. For like a decade plus Google had very few guardrails. ChatGPT putting topics off limits now is a huge mistake.