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WALPHAWHERE ALPHA?Calls, results and posting history.
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re: the current encryption fears going widespread & likely going to be one of the main themes this cycle on every math news/catalyst in ai (which will likely only accelerate in the near future) my kingmaker bet is $STRK. they are the only one that's using the correct tech: 1. No lattice commitments in proofs. Only merkle tree of hashes + FRI 2. Verifier swap to WOTS / SPHINCS 3. Pedersen getting removed They're the only chain that has production-grade readiness in response to the AI threat that VB and many other brilliant minds in cryptography sector are talking about. 500m fdv for the main & up-only industry-level threat just doesn't seem anywhere close to correct valuation NFA DYOR
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re: the current encryption fears going widespread & likely going to be one of the main themes this cycle on every math news/catalyst in ai (which will likely only accelerate in the near future) my kingmaker bet is $STRK. they are the only one that's using the correct tech: 1. No lattice commitments in proofs. Only merkle tree of hashes + FRI 2. Verifier swap to WOTS / SPHINCS 3. Pedersen getting removed They're the only chain that has production-grade readiness in response to the AI threat that VB and many other brilliant minds in cryptography sector are talking about. 500m fdv for the main & up-only industry-level threat just doesn't seem anywhere close to correct valuation NFA DYOR
think theres something up with the pandemic this time
DeFi on tokenized equities is not a thing yet, But i'm calling it - it WILL be the biggest, most fundamental, breakthrough in the entire financial and societal space. One day, Someone will make it possible for every market participant of this $600Trillion market to earn Yield on tokenized equities, to permissionlessly create structured products out of tokenized equities & earn from it, to create the most liquid, most distributive trickle-back decentralized economics that the world has ever seen. The entire stock market has literally not been disrupted for nearly a hundred years. The last fundamental innovation was literally stocks going electronic, NOTHING else. Just the same middlemen fee…
6 months later the macro cycle thesis remains the same. the biggest unlock this cycle will not be spot tokenized equities it will be DeFi on tokenized equities.
The original post text is unavailable.
DeFi on tokenized equities is not a thing yet, But i'm calling it - it WILL be the biggest, most fundamental, breakthrough in the entire financial and societal space. One day, Someone will make it possible for every market participant of this $600Trillion market to earn Yield on tokenized equities, to permissionlessly create structured products out of tokenized equities & earn from it, to create the most liquid, most distributive trickle-back decentralized economics that the world has ever seen. The entire stock market has literally not been disrupted for nearly a hundred years. The last fundamental innovation was literally stocks going electronic, NOTHING else. Just the same middlemen fee…