Redphone
@redphone
Helping crypto x AI startups tell their stories at Delphi Labs. Proposed the BRC-20, Bascii and Asteroid standards. Publishing "everydays" on zora.co/@redphone
We’ve crossed into a world where markets are an instrument of war:
1. VIX = 26 (nervous but not yet screaming). Even if the war de-escalates, we're going through a regime change in the sorts of assets that matter to humankind. Capital will continue to rotate into revenue-generating businesses, commodities and defense....
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LLMs have 1 billion+ users... 67% use them for financial advice (and 50% use them for stock picking). This is going to create absolutely massive reflexivity in the markets...
So what are the LLMs recommending? I just asked all four (claude, chatgpt, gemini, and grok) the same question:
>> "imagine you know nothing ab...
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find it pretty amusing how people make fun of influencers who are "suddenly experts" on some trending news topic
this is what reporters have been doing for 400+ years
shit happens. you learn about it quickly, and you offer some takeaways for others. some of these takes will be terrible, of course, but even that gives...
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we like to think the internet is free and open, but the way x constantly adjusts its algorithm is a powerful reminder of how ghetto-ified the internet really is
your high-level interests get you siloed into a content vertical that's hard to escape. find ways to force novel content/viewpoints into your consciousness. i...
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Quick thoughts on market turmoil:
1. Make sure your financial guru (whoever you listen to) has a gnarled up wrinkly face, gray hair, and lots of cash (you need someone who's still in it for the love of the game).
2. Why? We haven't seen a market setup like this since, what?, covid. Cash bazookas artificially propped...
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Random thoughts I've been having on AI and investing:
1. Many of my Telegram chats are turning into ghost towns (outside of AI-focused groups, anyway). A big reason for it: LLMs have given people the ability to "think in private"... we can bounce ideas off machines instead of other human minds.
2. LLMs help us learn ...
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The agents already call us "meat puppets." Between the warbirds overhead and the Einsteins in the server racks, reality is glitching. If you don't have a physical anchor, you’ve already lost
Some thoughts on Negative Capability and the art of Fogmaxxing:
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Now is not the time to play it safe
There's this urge to "read about AI" and stay on top of it without actually using the frontier capabilities
In this vid, natebjones argues that's a form of seppuku... just like you can't learn to ride a bike by reading about it, you can't learn this shit either. The longer you sit ...
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a weird consequence of AI: you wonder why you should talk to another human about anything
every answer is a few keystrokes (or whispers) away
have heard it from devs who say they no longer want to work on teams... they want to work in "teams of one"
lone wolves on the bitter hardened snow
the only possible way to h...
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once heard a podcaster say: never withhold knowledge from yourself. cut the coffee and drinking out at bars, but don't EVER deprive yourself of buying books
that's resonated w me for more than a decade, and now i extend the rule to AI
cut spending anywhere else but never hesitate to pay the $20 (or even $200) a month...
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