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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.
Alexander Lin
cofounder @reforge_vc
the ai action plan released by the white house today explicitly calls for the financialization of compute
NIST/OSTP/NSF/NAIR won't win: highly inefficient, bureaucratic, and political
a ton of compute marketplaces/exchanges (permissionelss and non) have raised in the past two years but the only ones that will come out on top must:
- capture the real spot market (have canonical truth on pricing via deep supply aggregation)
- incentivize liquidity via open/composable economics
- offer transparent, programmable derivatives tied to actual infra
- settle in stablecoins
- operate with minimal trust / be censorship resistant (kyc-less)
ordered by importance
700
navigating unchartered territory on the risk curve, call me shackleton
17.7. klo 05.37
i didn't raise external capital just to write in my quarterly lp letters we're fully deployed across btc, sol, and hype
cute strategy
you and i are not the same
2,62K
if you view crypto as a standalone industry/sector, you're living in 2020
14.7. klo 04.42
increasingly difficult to recommend crypto to young talent
relative upside is down 10x relative to AI
and too much of crypto business revolves around scheming rather than learning how to create value
1,25K
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