@mostluckiestmax

brett harrison and ansem discusses the evolution of compute as a core asset class, detailing how scaling ai infrastructure and GPU rental markets are laying the groundwork for compute to become one of the largest tradeable commodities globally.

ansem explains why token market saturation isn't the real issue in crypto, arguing that the space simply needs to shift its focus toward highlighting genuine builders. "there's so many coins launched on chain now and a lot of people have been complaining like, oh, there's too many coins, nothing goes up." "i actually don't think that's the case. i think what the case is, like, you just need more people building cool shit." "you just need to highlight the people that are building cool shit and then you focus on those assets instead of like the fucking hundreds of thousands of coins that are launching."

ansem explains why investors need to start paying attention to crypto now, so they are already positioned when crypto majors inevitably turn around. "crypto majors are down a lot right now... but when you start to see on-chain picking up the way it's picked up..." "even if you haven't deployed capital yet... now's the time to start paying attention, starting to like figure out what spots you're going to pick." "when crypto majors do turn around and start moving again, you'll already be positioned before everybody else."

ansem explains how web3 will disrupt traditional social media monopolies by redistributing the financial upside to the actual users. "if you look at instagram... it has like three billion users, but the holders of meta is only like 30 million." "if you can flip the social media model on its head where the people who are the reason the network has value also have upside... that's a complete regime change.