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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.

seth bloomberg
Investment Partner @UnsupervisedCap | prev: @CrucibleLabs, research @MessariCrypto | Woo Pig 🐽
Couldn’t agree more, great way to start July 4th holiday by reading this.

Nathan Lambert4.7. klo 22.05
My latest post: The American DeepSeek Project
Build fully open models in the US in the next two years to enable a flourishing, global scientific AI ecosystem to balance China's surge in open-source and an alternative to building products ontop of leading closed models.

533
seth bloomberg kirjasi uudelleen
My latest post: The American DeepSeek Project
Build fully open models in the US in the next two years to enable a flourishing, global scientific AI ecosystem to balance China's surge in open-source and an alternative to building products ontop of leading closed models.

121,18K
Great pod with Meta's CFO, worth a listen
When asked about CapEx/datacenter spend, even the CFO of Meta acknowledges energy/physics is the constraint. We need "research innovations" so that we can "distribute the training" process across geographically disparate clusters...

John Collison19.6.2025
Susan Li is CFO of Meta and has never(!!) done a podcast. We talked about AI capex, whether your baseball hat should say FCF or EBITDA, how Meta allocates GPUs, and working with Mark Zuckerberg.
3,28K
seth bloomberg kirjasi uudelleen
ok i’m re-energized again.
Spent the day catching up with a few subnet teams we’ve backed and it flipped my whole perspective
Every founder i talked to was laser-focused on generating revenue
Ironically, the same stuff everyone’s pointing to as negatives—miner sell pressure, root auto-selling, high TAO APY—is what’s forcing that behavior
There’s this extreme urgency to figure out how to get revenue to drive buy pressure back into their subnet, reduce inflation, and survive. If they can’t, they bleed out
i haven’t seen this kind of desperation-to-survive energy and focus on building real businesses anywhere else in crypto
15,39K
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