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JP
building @vultisig helping @rujiranetwork pushing @thorchain
The Saylor trade is 100% going to blow up.
$MSTR then $STRD then $STRF then $STRK then $STRC
$STRC is literally an infinite-mint stablecoin.
So many fake treasury companies buying paper BTC soaking up the last of the demand. Once one trades below NAV expect absolute chaos.
Full contagion wipe-out. Let it be I say.
What only matters is "what will the future labour force use as their settlement asset". The future labour force is not a marginally improved dopamine-drunk western human labour force. It's silicon.
We are in the final stages of the whip-saw in humanity itself. Expect huge volatility ahead. Not even sure how to position myself any more tbh. Just stay liquid and informed.
Good luck out there.
btw the canary in the coal mine to AI alignment is mecha-hitler 2.0
11,76K
TC can build an intent protocol easily
1) quote the user optimistically (1 BTC to oracle price minus 5 BPS), ie 118,000 USDC
2) Open up an expanding time auction (every 10 blocks increase by 1 BPS)
3) At any time someone can insta-settle it (provide the rolling quote minus the decaying discount)
4) trade and settle.
cc @codehans1
5,15K
1 token == 1 syllable.
1,000,000,000,000,000 tokens is 96bn (billion) humans talking per month.
10x the entire human population speech is now AI-generated.
We are not prepared for what is next.

~~datahazard~~24.7. klo 10.29
There must be something like 3-5 quadrillion commercial tokens in process per month now. Probably 20-30% of them output tokens.
1,000,000,000,000,000 AI generated tokens per month now. Unfathomable numbers.
Proof Of Humanity is the hardest problem for Social Media to solve before it's too late. And it's almost too late.
1,39K
This is all in progress, no stress.
It's a complex machine that's running operationally, the code takes time to get right.
The base layer is focussed on stability, more chains, more routes
The app layer is focussed on the new primitives and better UX.
Onwards

TCB24.7. klo 03.06
It’s not rocket science, but every moron arguing nonsense has not considered a single new idea since 2021
Here’s a gross outline :
- TSS vaults is the main innovation to secure multichain assets
- Market makers / arbs don’t pay more than 1-2 bps, they provide a service
- Orderbooks, 10 bps fees for users max
- Run it on a quicker app layer, max 200 milliseconds, ideally faster, users deposit their assets and withdraw
- Free frontend (duh, you can automatically disregard the opinion on every aspect of crypto of anyone who claims TC shouldn’t have a free frontend)
- Omni AMM pools for correlated assets (stable to stable)
- Tools for marketmakers
- Run the swaps into TWAPs
- Use the POL to create bids in the orderbook that settle in the AMM every block, this is a huge moat
- Stop overpaying for everything else. Market sets the security level of bonds
- 20% of the revenues for economic security
- 5-7.5% team
- 10% TCY
- Rest is buyback and burn or incentives for new pools without POL
No need to incentivize liquidity in established pools. Most revenues go to dividends (buy back and burn). Just have the possibility to run this pool by pool, you can tweak it to 100% fees in some new pools that need incentives).
This is essentially the plan I wrote after Thorfi collapse, special interests won and a lot of bad economic design elements were kept.
A lot of this is underway, but amputating bad limbs is a must to thrive long term.
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Put another way, 50m H100's are 3 times more energy that then entire Bitcoin network, and double the energy of UK.
or almost 10% of the USA energy output (today).
10% of the USA energy - going into one large compute cluster. Wild

JP23.7. klo 15.41
Does anyone understand how insane this actually is?
50m H100 AI-compute running *today's SOTA weights* is 250m - 500m in *college level engineers* coming online and working full time.
Apply realistic intelligence scaling to SOTA models - this is a 1000x multiplier over 5 years.
That's 250bn (yes billion) *college-level engineers* coming online to advance humanity.
We only have ~25m college-level engineers working today.
Mind completely blown. The world is about to change extremely quickly.
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Super grateful to have @KentonC137 in the TC community.
He and @Scorch_ed_ are gonna take over and kick start TC-focussed marketing, SEO and more campaign to drive awareness.
They'll have a treasury-funded budget to kickstart, then they plan to write an ADR to get long-term sustainable annual marketing to spend on just TC-focussed avenues.
Let's get it done!!!
15,92K
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