observer, growth at @chainpro_xyz
San Francisco, CA
Joined April 2013
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Hugo Strange retweeted
the next wave higher on RH S2 will be driven by adoption and usage of AgenticFi
Hugo Strange retweeted
the most interesting thing about CREDIT was never the discount.
it's that an agent can now fund its own inference. that was the 0 to 1, and the launchpad turns it into a flywheel.
the cost of an llm call isn't only the price you pay. your prompts can pass through layers of third party accounts on the way.
private inference on orbio goes the other way. it's end to end encrypted on Phala, so no one in between can read your prompts, not even us. more private providers being added to the stack.
we believe inference is an asset, and credits unused today aren't unneeded tomorrow. you should be able to borrow against them instead of reselling them.
Hugo Strange retweeted
my full interview with @kelxyz_
1:11 welcomed to crypto by Iron Finance
2:25 the tech finally caught up
4:40 the edge is the crowd's bias
9:19 making it without leverage
13:23 everyone underestimated $HYPE
16:17 building the conviction to hold
18:00 the full $ZEC bullcase
30:37 onchain asset quality isn't there
41:11 betting on decentralized AI
58:58 alpha is hard to find
Hugo Strange retweeted
with telepathy, i'm most excited about moving towards a higher-trust society. we leave a lot of value on the table because we can't get assurances of each other's intent.
consider the indian applying for a non-immigrant visa who really does intend to return home, but currently authorities refuse to grant it because they don't trust that it is the case. people should never be compelled to share their mental state -- and we should be careful not to set up systems such that one is de facto penalized for not doing so -- but they should be allowed to voluntarily share it. (this would disproportionately benefit those who don't have 'strong demonstrated ties to country of origin', like property)
i'd even go as far as to say that if we don't enable this, we go on over-rewarding the hyperverbal who can express thoughts more eloquently. the ability to voluntarily share one's mental contents is in many ways an equalizer...:)
Conduit CTO @riopopper on the future where you can install someone else's internal monologue as a mod for a day and finally understand your mother's childhood memories:
"The way you stimulate your mind to cause a certain kind of phenomenology, the model can predict, but that might be a different type of stimulation than would be for my brain or something."
"Let's say you never had an internal monologue and you were really curious about what it is like to have an internal monologue. You could experience this."
Sofia: "It's like a plugin. It's like a mod that I install."
Rio: "You can swap out each other for a day. Or share your mind space with another person."
"There are many, many things I'm excited about. But this is one of the ones I'm really excited about. Understanding my mother's memories of her childhood, all these types of things that I have no understanding of because they were just... That kind of thing I'm so, so excited about."
@NaomiBashkansky
Hugo Strange retweeted
Best of luck CSM Jackson in retirement! @1stCavalryDiv
Hugo Strange retweeted
🚨 JUST IN: President Trump personally supports retired US Marine James Capers Jr., 88, and awards him the MEDAL OF HONOR
Incredible moment ❤️🇺🇸
Hugo Strange retweeted
.@SECWAR just met World War II veterans at the Normandy American Cemetery Ceremony.
Their courage and sacrifice helped save the world—America will forever owe them a debt of gratitude.
Hugo Strange retweeted
Unfortunately a good friend of mine passed away last year, looks like his parents are trying to access his cb account
Would appreciate any help here w connecting them to coinbase, just wanna facilitate things to ease their stress
Love your people when you have the moment to
Hugo Strange retweeted
Vladimir Novakovski (@vnovakovski) on why the valuation gap between @lighter_xyz and Hyperliquid might be temporary.
"We have three massive unlocks coming."
"Composability with the entire Ethereum ecosystem. Tokenized TradFi assets where you can run basis trades onchain. And a U.S. license."
"The market may not be pricing any of that in yet."
Vladimir Novakovski (@vnovakovski): Why Every Asset Will Eventually Trade On @lighter_xyz
Timestamps:
00:00 Intro
01:45 Lighter EVM Explained
04:20 Volatility & Risk Management
07:30 Lighter's Regulatory Strategy
11:15 Fee Model & Retail Focus
13:40 Single Sequencer vs. Localized Ingestion
18:00 Verifiability Over Decentralization
20:10 Telegram Wallet Partnership
24:30 Zero Fees & Revenue Model
27:00 Lighter vs. Hyperliquid Valuation
31:20 Winner Take All or Winner Take Most?
34:00 TAM Expansion & Tokenized Assets
Hugo Strange retweeted
We've partnered with Wallet in Telegram to bring a native perps trading experience directly to their app.
Builders and apps can integrate perps and spot seamlessly — the Partner Attribution program is open to anyone ready to build! 🕯️
Introducing Perpetuals in Wallet in Telegram ⚡️
Go long or short in seconds — right inside Telegram.
50+ markets: Metals, Stocks, Oil & Crypto
Up to 50x leverage
Start from $1
Powered by @Lighter_xyz
Hugo Strange retweeted
This reads like a movie, and I don't know why it comes off like they are the villains.
BREAKING: Bill Gates, Jeff Bezos and Sam Altman among billionaires investing in 'Freedom City' to be built on Greenland
Readers added context they thought people might want to know
The claim that Gates, Bezos, and Altman are investing in 'Freedom City' in Greenland is misleading. Only Altman has backed Praxis, the company proposing it. Gates and Bezos have invested in mineral exploration via KoBold Metals, a separate project. forbes.com/sites/martinad… newrepublic.com/article/205102… reuters.com/world/europe/g…
Hugo Strange retweeted
Prediction: The Supreme Court will rule in Trumps favor.
Immediately after Trump will leverage extension of Obamacare subsidies and moderate relief on student loans to ram through a bill that sends a fairly substantial check to every working American making under $100k.
Rough math: 85% of working population = about 140m people with a median income of $50k
A 5% wage lift equates to roughly a $3.5k check per person or about $350b
This is roughly consistent with the *projected* tariff collections Bessent claims he can collect
Remember they have fully manipulated bond markets so that’s not an issue.
Next Trump is going to do something unprecedented for a president and campaign into the midterms as if it was a presidential election.
Elon will accompany him and spend more than he spent in 2024.
They will bring up Kirk’s murder constantly.
They will aggressively lean into fraud and use that as an excuse to withhold funds from states that are deep blue.
They will tie together welfare fraud and remittances to terrorists in other countries.
If they’re smart they will even send people a real check signed by Trump and then a monopoly paper check with a significantly higher amount with the caption:
“This is how much you’d be getting if your state wasn’t paying for illegals welfare and healthcare”.
And meanwhile real wages will be booming because all those data centers don’t have sufficient blue-collar workers and need to start raising wages.
A 1GW datacenter costs $50b in capex roughly.
Of that labor is roughly $4b which means there is a tolerance for higher costs at the margin.
VZ oil will be used as an excuse to reverse SPR flows if needed to keep a lid on gas prices regardless of geopol vol and what happens in Russia or Iran.
And slowly but surely odds of republicans holding the house will climb which in-turn will cement trumps control.
Enjoy the weekend - we’re gonna run it so fucking hot 🫡
Hugo Strange retweeted
JUST IN - Bible sales in the UK hit a record high, driven by a surge in interest from Gen Z, with numbers up 134% over the past six years — Daily Mail
