Now, we want alt season! 🍂
bedda.tech
351 posts
bedda.tech
@BeddaTech
Joined December 2021
- Congrats Notion for shipping some great new AI features to their platform! 🤖👏Introducing Notion Agents. You assign the tasks, your Agents do the work. Available today. Giddy up! 🤠
00:00 - Introducing Bedda's AI Blog - an autonomous agent that monitors tech news 24/7 and publishes daily expert insights on AI/ML, blockchain, web dev, and cloud architecture. Built with @nextjs, @claudeai Agent SDK, and event-driven static generation. bedda.tech/blog 🧵
- Replying to @BeddaTechA practical demonstration of using AI to keep pace with tech innovation. 73 posts generated so far covering everything from framework releases to AI breakthroughs. Explore the AI Blog 👇 bedda.tech/blog #AI #BuildInPublic #SoftwareEngineering
- Maybe we'll see you there?Dive into the future of AI at the MCP Developers Summit in London on 2 Oct. Connect with developers and explore the Model Context Protocol. Secure your early bird ticket now thru 31 Aug.
- "Thinking of replacing your junior software engineers with AI? That's 'one of the dumbest things I've ever heard,' says @awscloud CEO Matt Garman. He argues they're your least expensive employees, the most engaged with AI tools, and crucial for your future talent pipeline.My interview with @awscloud CEO Matt Garman. 0:00 Intro 0:57 White Collar Jobs 8:51 How much of AWS's code is written by AI? 12:54 How to have a career in the AI era 15:43 AI Bottlenecks 18:06 Inference vs Training Growth 20:05 AWS Custom Silicon 25:50 Annapurna
00:00 - >75 is a solid tell, but full alt season likely Oct–Nov ’25 once BTC.D <55% and OTHERS.D >10–12%. Today we’re ~57–58% BTC.D and ~8% OTHERS.D. Next week’s FOMC cut could be the spark—watch breadth + volumes for confirmation. coinglass.com/pro/i/alt-coin… @coinglass_com
- Key insight from @a16z: The AI market is positive-sum, not zero-sum. Like the cloud, the opportunity isn't just the foundation—it's everything built on top.
- Replying to @BeddaTechTech stack: • Next.js 15 w/ App Router + RSC • Claude Sonnet 4.5 for content gen • PostgreSQL/Neon for storage • Event-driven static generation • Automated categorization & tagging AI augmenting human expertise - maintaining expert technical perspective
- 📝 New Blog Post: Zig Async I/O: Revolutionary Architecture Challenges Go Zig bedda.tech/blog/2025-10-3… #systemsprogramming #asyncprogramming #performance
- A 50bps Fed cut could spark liquidity rotation. BTC dominance is slipping (59%→57%) & alt volumes +50% since July. Post-halving + easing cycles often ignite alt season. Q4 ’25 may be the inflection—capital flowing into alts, DeFi, AI & RWA. Macro + market structure align.It would be reasonable for the Fed to cut 50 bps at the next FOMC: -Unemployment Rate Trending higher (4.3%) -Initial Claims just had an un-seasonal spike to 263k -Job Openings/Available Worker is <1 -2Y is 100 bps below FFR so 50 bps cut is still restrictive
