It's funny because 6mo ago everyone would see this type of post from David and dunk on him, but then he largely nailed all the assets ~everyone has since rotated into and now everyone has to do this:

I've introduced my non-CT group to the Jaw-dinz Leprechaun

Man, I really want to get in on the DRV trade but options UI hurdle is just...not great. There are just too many variables for an unsophisticated trader. Even having traded options and understanding the basics (Theta, IV, etc) it still makes me want to nope-out. (and I did when trying to long PUMP this past week - opting for 1.3x perp) Surely someone is trying to innovate here?

@luke__2020 @abigailcarlson_

Was great to meet!

Omg I forgot the one that zapped literal years out of me. I was the most dominant breeder of Thylacoleo across public servers on Xbox for a year. Had tons of spreadsheets of dino stats paired with overnight alarms to wake up and feed babies. Sick period of my life 😅

Actually pretty hard. Special mention: Pokemon Snap

If you want to see how the ~$155 $NEAR base case is constructed. Assumptions: - 16B agents by 2030 - 2% utilizing NEAR's AI infra (intents, compute, etc) - Avg agent does 1k onchain tx - Near capturing 30bps on those tx The biggest wakeup items for me: 1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge) 2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap. 3. 100% circulating supply Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs. I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.

I stand by this. DZ has already captured ~60% of Solana stake, and I don't see a world where the lion's share of network traffic for performant networks don't route through it for structural reasons. Very few projects that own entire sectors with ~0 comps and DZ is one.

(you're right)