Today is #Bitcoin's 11th Birthday! I can think of no better day to release my research report: "Bitcoin: Energy Consumption as a Corollary to Environmental Impact and the Potential of the Evolution of Money".
ar.ca/bitcoin-study
Think the largest lb4lb AI <> Crypto risk is not whether or not AI proliferation can crack the cryptography of SHA-256 et.al, but whether they can penetrate service providers at a rate that erodes trust in owning assets to begin with.
Lab grown diamonds —> Diamond prices sunk as scarcity was no longer a rate limiter
Lab grown gold —> gold prices ???
Lab grown Bitcoin = we have that already :)
@PeterSchiff GM 🫵😂
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building
Liquidity provision, while complex, can be boiled down to a generic equation: long volume, short volatility
You want as much volume traded with as little impermanent loss as possible
This product, while conceptually cool, is fundamentally flawed as an investment vehicle
-EV
This weekend I invented something new, a new type of token using Uniswap v4 hooks that I call a Pair Token.
A Pair Token is a new type of ERC-20. It is a fused, auto-compounding asset, a fusion of two tokens.
For example, the stock tokens NVDA and SPCX fused into a single
Halftime Show - market beginning to wake up to $AERO into:
- v3
-Arc deployment
- RH chain deployment (per their tweet today)
- Q4 + healthy undertow for market
Historically AERO has been a massive impulse-based asset
GM
Aerodrome $AERO continues to feel like the most fundamentally misunderstood asset in the ecosystem
I don't anticipate that lasting much longer (expect a re-rating to the upside).
Circling back ~Halloween
Disc: Arca owns $AERO