Ahboyash Reads

14 Jan 2025 06:13

https://reforgevc.substack.com/p/github-spotlight-eliza

Ahboyash Reads

14 Jan 2025 05:57

BSC rebranding to Base Smart Chain

Ahboyash Reads

14 Jan 2025 05:27

https://twitter.com/nemi_0x/status/1879016917530489312?s=46&t=2q9OLMlaobNlHLewOXT4uA

Kaito InfoFi

Ahboyash Reads

14 Jan 2025 04:21

https://twitter.com/benroy__/status/1878913480528629899

Ahboyash Reads

14 Jan 2025 04:00

https://x.com/s4mmyeth/status/1878996667359264804?s=46&t=2q9OLMlaobNlHLewOXT4uA

Ahboyash Reads

14 Jan 2025 03:59

https://x.com/0xBroze/status/1878844697806098917

Ahboyash Reads

14 Jan 2025 03:58

https://www.sony.com/en/SonyInfo/News/Press/202501/25-002E/

Ahboyash Reads

13 Jan 2025 19:48

https://x.com/craigburel/status/1878804525147988071?s=46&t=2q9OLMlaobNlHLewOXT4uA

Ahboyash Reads

13 Jan 2025 18:46

https://x.com/driaforall/status/1878840572737421766

Ahboyash Reads

13 Jan 2025 17:06

Token price cycle (market maker's POV)

sauce

Ahboyash Reads

13 Jan 2025 14:58

https://static.megaeth.com/Revisiting%20The%20World%20Computer.pdf

TLDR
- A World Computer is described as a global shared mainframe that enables apps and users to interact without needing a trusted intermediary
- Bitcoin <> p2p payments, Ethereum <> smart contracts --> programmatically enforceable commitments in code
- Digital money and value are integrated into the coordination system + global access
- Developers can build with guaranteed code execution and immutable property rights
- Recent technological advances in both monolithic and modular scalability are creating breakthrough potential
- Ideally should have correctness + responsiveness


Historical Context
- The article frames current internet platforms (Facebook, Google) as examples of coordination failures
- These led to data silos, monopolies, and walled gardens
- Blockchain technology is presented as a solution to these centralization problems

Ahboyash Reads

13 Jan 2025 14:14

https://x.com/alearesearch/status/1878789719242469561?s=46&amp;t=2q9OLMlaobNlHLewOXT4uA

Ahboyash Reads

13 Jan 2025 11:32

https://pendlefi.substack.com/p/the-pendle-print-49

Ahboyash Reads

13 Jan 2025 08:08

https://www.latent.space/p/o1-skill-issue

Ahboyash Reads

11 Jan 2025 20:07

https://youtu.be/7k1ehaE0bdU?si=Gp5Xj-1mplCzISCF

Ahboyash Reads

14 Jan 2025 06:01

https://twitter.com/cointradernik/status/1878868056631652469

Ahboyash Reads

14 Jan 2025 05:31

https://twitter.com/robertotalamas/status/1878908006617723193?s=46&amp;t=2q9OLMlaobNlHLewOXT4uA

Ahboyash Reads

14 Jan 2025 04:58

https://x.com/soneium/status/1878988222866350348?s=46&amp;t=2q9OLMlaobNlHLewOXT4uA

Ahboyash Reads

14 Jan 2025 04:15

https://x.com/hotpot_dao/status/1878896282082615346

Ahboyash Reads

14 Jan 2025 03:59

https://open.substack.com/pub/alearesearch/p/ora-infrastructure-for-the-agentic

Ahboyash Reads

14 Jan 2025 03:59

https://www.freysa.ai/blueprint/sovereign-agents

Ahboyash Reads

13 Jan 2025 19:56

https://a16zcrypto.com/posts/podcast/social-media-how-to-build-your-presence/

Ahboyash Reads

13 Jan 2025 19:35

https://youtu.be/jYdmLCRFBRU?si=Mk740yL0qI6DSubH

Ahboyash Reads

13 Jan 2025 17:32

https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto-2025/

Ahboyash Reads

13 Jan 2025 16:56

EGirl Capital's 2025 predictions

https://www.egirlcapital.com/writings/XGQ5a2hwQWepHxeHEDrXmg

We miss DegenSpartan

tardfis will ruminate and philosophize about our magical internet money. there is no (broad) defi renaissance. there are just tardfis who are mentally retarded by 1 cycle. fresh tardfis have yet to realise microstrategy is actually a grayscale fund 2.0, improved with the use of an erotic sailormoon mascot as the tribute recipient of intense pseudointellectual masturbation.

Ahboyash Reads

13 Jan 2025 14:45

https://twitter.com/SolvProtocol/status/1878781680565231724

Ahboyash Reads

13 Jan 2025 14:11

https://www.microstrategy.com/press/microstrategy-acquires-2530-btc-achieves-btc-yield-of-032-ytd-2025-now-holds-450000-btc_01-13-2025

Ahboyash Reads

13 Jan 2025 08:57

https://vxtwitter.com/stacy_muur/status/1878488825908920453

Ahboyash Reads

13 Jan 2025 08:08

https://www.latent.space/p/2025-papers

Ahboyash Reads

11 Jan 2025 19:36

https://www.fabricatedknowledge.com/p/2025-ai-and-semiconductor-outlook

1. 2024: AI-related companies (like Nvidia) saw massive gains of up to 200%, while the median semiconductor company actually declined, particularly in automotive, analog, and smartphone sectors. This level of dispersion in outcomes is historically unusual for the industry.

2. A fundamental shift: era of zero marginal costs in tech is ending. AI is introducing high fixed AND high marginal costs, which challenges the traditional internet business model where companies could scale users with minimal incremental costs.

3. Looking ahead to 2025, while AI growth will likely continue, there are signs of potential moderation: AI semiconductor inventory is growing faster than revenue, and the sector has been in an unusual extended growth phase for 6 quarters. While still bullish, the author suggests the extreme percentage growth rates of the past two years may not continue at the same pace.