perpetually whitepilled terminally latentspaced maxxing @Delphi_Digital

Hopium Den, Havana
Joined February 2020
the first time @VentureCoinist and @CryptoHayes chatted, Arthur predicted $BTC to $10k fast forward 7 years, Arthur is predicting BTC to $1M. why so bearish?
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform
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1.2m protesters in paris only 10k bored apes…
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Nic Carter: “I think the quantum transition will eventually occur with Bitcoin.” “Most Bitcoiners will realize it’s prudent, even if they don’t necessarily think the threat is that high.” “For purely selfish price reasons you probably want to do the switch.”
Please listen to Dan Boneh (top 5 cryptographer alive today) who is known to be measured and judicious in his comments describe the probability that Bitcoin is able to transition to a post-quantum world. Lots of opinions out there - be careful who you listen to.
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beautiful brisk day watching little league fall ball life is electric bros
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A SONG ABOUT BLACK LOVE asongaboutblacklove.com/
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Another banger @VentureCoinist is just getting started @convergence__x
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform
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me listening to @VentureCoinist new episode
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform
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Arthur Hayes argues crypto could be the real winner of the AI bubble. “This is why the bigger the AI bubble grows, the bigger the bailout will be, the higher Bitcoin goes.”
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform
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Apocalypse billionaire bunker politics: Make sure your security guy actually likes you, because that’s the guy who’s truly in control.
You own the bunker. But who is actually in charge when everything falls apart? @arrington poses a question about billionaire survival plans: what happens when the head of security decides they run the place? A bunker might solve one problem while creating another From survival plans to the AI arms race, this is a conversation about what money can and cannot control
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A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum. 00:00 Intro 00:27 Bitcoin to 1 Million 00:57 Why Governments Always Print Money 03:31 Ai Tokens vs Crypto Tokens 04:30 AI Is a Waste of Money 06:11 Zcash vs. Ethereum 07:29 Why Only a Few Coins Win 10:38 China's Coming Money Printing 11:51 Stablecoins vs. Local Currencies 14:03 AI Model Companies Are Worthless 15:17 Agentic Payment Systems 17:28 Why Agents Won't Use Stablecoins 18:56 Poetry and Trading Competitions 21:17 Ai Money > BTC 22:52 Tokenization Supercycle 24:43 Michael Saylor Szn is Over 26:12 Central Banks Buying Coins 27:29 Is Quantum Risk Overhyped? 27:54 Consensus Trades 29:35 Favorite Coins 30:20 Why ETH Will Outperform
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zidelined?
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Elon earlier - I think SPCX can go to $100 trillion Everyone - idk man that sounds crazy *Tesla Roadster does a kick flip over 10 cars and a backflip off a ramp* ... ok now wait a minute lets hear him out
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Is google really trying to pump random quantum companies? Are they just trying to FUD bitcoin? Technology is advancing faster than it ever has in human history. Why would we assume the tech growth would stagnate or slow down? "The problem is there's this big incentive to be quiet about your research progress. So we may not get alot more evidence from the scientific community that we're getting closer and closer." "That is the worry." "Breaking elliptic curves is going to be one of the first use cases. Or a quantum break occurs and no one even knows yet." "Someone harvests all those old Satoshi coins and they don't tell anyone. For years maybe. You don't have to tell anyone. You can just crack the keys and wait." "We may not have this slow gentle, visible ramp into Q-day." - @nic_carter
[ ZOOMER ] GOOGLE MAKES MAJOR BREAKTHROUGH IN QUANTUM COMPUTING, SHOWING THAT "MAGIC STATE CULTIVATION" WORKS IN PRACTICE, REDUCING ERRORS BY 40X: BLOG
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Chilling! An Anthropic researcher privately tells friends that we have 6 MONTHS LEFT until AI takes over. What's even more alarming is that reportedly this view is widespread among Anthropic employees. @Shaughnessy119 explains in his conversation with @arrington what an engineer from Anthropic told him over dinner: Tommy: "He's like, 'Yeah, I’m just enjoying my last six months.'" Arrington: “He was joking I hope, right?” Tommy: “No. No, he wasn’t.” Arrington: What? Arrington: “And he legitimately thinks that we have six months of life?” Tommy: “Not just him. Legitimately most people at Anthropic think that.” Later, the conversation turns to Sam Altman: Arrington: “I’ve known Sam a long time... He has exceptional charisma." Tommy: “Do you think he’s evil?” Arrington: “He’s evil. I believe he’s a psychopath.”
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Nic Carter explains how AI could bring the quantum threat closer. “Technology is advancing faster than it ever has in human history right now. Why would we assume the technological growth would stagnate or slow down?”
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Recently I’ve hosted - @arrington - @FTPartners - @sandykory For podcast episodes in Miami I’m looking for more extremely successful founders and investors to host on the show My goal is infrequent, high quality, long form in person episodes
New Delphi Podcast with Michael Arrington (@arrington), founder of TechCrunch and Arrington Capital Michael broke the news of Google buying YouTube, worked with Steve Jobs, and backed Uber and Airbnb early We get into the Fourth Turning, why the AI race won't slow down, what separates great founders from everyone else, and why he still believes Bitcoin is the hard money the world needs He also opens up about selling TechCrunch, burnout, reinventing himself through crypto, and learning to play to his strengths 00:00 Intro & the Fourth Turning 07:00 AI, China & the Race to AGI 17:00 Founder Psychology & Investment Red Flags 29:00 Building TechCrunch & Lessons from Steve Jobs 44:00 Selling TechCrunch & Backing Uber and Airbnb 53:00 Moving Into Crypto & Navigating Market Cycles 1:00:00 Bitcoin, AI & an Uncertain Future 1:09:00 Advice for Founders: Play to Your Strengths Full episode
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Nic Carter explains why we might not know when the first code-breaking quantum computer is built. “Having a quantum computer while your adversary is not aware, that’s worth even more because you want your adversary to keep putting out encrypted stuff that you can decrypt. So if the U.S. has a quantum computer, we’re probably not gonna tell everyone.”
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Super timely convo right now Few have spent more time in the weeds on this than @nic_carter so this is a must listen for anyone trying to map out what comes next Convergence is officially live ⬇
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next. 00:00 Intro 00:50 Bitcoin Investor Unrest 02:08 Finding Risks and Ideas Early 05:36 Why Bitcoin Needs Upgrade 07:10 Satoshi Warning About Quantum 10:06 What Quantum Computers Can Break 12:41 Crypto Market Examples 16:14 Lessons from the Bitcoin Cash Fork 17:49 The Unavoidable Risk for Bitcoin 19:54 Race Between China and US 22:01 The Base Case: Who Gets the BTC 25:21 Why BlackRock or Coinbase Can't Help 29:48 Michael Saylor Opinion of Quantum 34:29 Warning from Google 36:01 Are Altcoins like ZEC or ETH Safe? 38:20 How Markets Could React 41:22 Could This Boost Price 44:01 The Scariest Part About Quantum Risk 47:16 Is it Already Too Late? 48:41 How Ai is Accelerating Risk 50:08 What Happens Next
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Nic Carter explains the worst case scenario if a quantum computer is used to take Satoshi’s coins. “The worst case is someone that is not friendly secretly recovers all those coins. And then in the space of 10 blocks, broadcasts transactions spending all those coins to their own address. So it happens very quickly. Then Bitcoin is thrown into chaos.”
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first @convergence__x ep with the one and only @nic_carter on all things btc, quantum, ai math and more
Conversation with @nic_carter to discuss the quantum risk for crypto, Ai math advancements, Satoshi's warning, and what comes next. 00:00 Intro 00:50 Bitcoin Investor Unrest 02:08 Finding Risks and Ideas Early 05:36 Why Bitcoin Needs Upgrade 07:10 Satoshi Warning About Quantum 10:06 What Quantum Computers Can Break 12:41 Crypto Market Examples 16:14 Lessons from the Bitcoin Cash Fork 17:49 The Unavoidable Risk for Bitcoin 19:54 Race Between China and US 22:01 The Base Case: Who Gets the BTC 25:21 Why BlackRock or Coinbase Can't Help 29:48 Michael Saylor Opinion of Quantum 34:29 Warning from Google 36:01 Are Altcoins like ZEC or ETH Safe? 38:20 How Markets Could React 41:22 Could This Boost Price 44:01 The Scariest Part About Quantum Risk 47:16 Is it Already Too Late? 48:41 How Ai is Accelerating Risk 50:08 What Happens Next
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