Rob

@rsarrow

84 Following

97 Followers

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https://vxtwitter.com/kyle/status/1926275127634800800?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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https://vxtwitter.com/0xrohan/status/1926023095191536092?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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https://x.com/euler__lagrange/status/1925999229832458529?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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Wrote about this in our latest RFPs but NFTs and collecting need to give way to Non Fungible Assets or NFAs. In an AI driven world, taste and personalization goes far beyond a few recommended products or a name in an email. Successful brands increasingly deliver experiences so tailored they feel like interactions with a trusted confidant. NFAs that capture taste and leverage AI based personalization can drive deeper loyalty and higher lifetime value.

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One takeaway from this was the liquidity/custody devide is one of cryptos bottlenecks. Bias here since this is t+ coded...but allowing users to remain soverign while still tapping into pooled liquidity Bips & Sips Live #1 | Source

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1. did not know strava was 19 years old 2. wonder how everyone who raised on strava comps / shove my hardware in your face for points / health data are doing

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contrarian take Ive gets into rooms sama cant. not so much but just how distribution works (albeit an expensive one)

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imo as a lowly crypto investor i always ask myself ...how can i actually get exposure to the frontier without just trading narratives like most of my peers (cough, robotics 'hardware' at 200m lmao) the answer more often than not is to follow the picks and shovels not the storylines in the case of space based biomanufacturing, the smartest exposure may not be the biotech moonshots or zero g pharma app but the infrastructure itself. in spaces case, the companies that observe, track and transmit. the ones that collect and integrate orbital dat and bridge return cycles to earth based researchers. these players dont bet on a single use case they capture value across the entire stack - from r&d to in orbit production to regulatory pathways. they become the connective tissue, the system of record, the layer that every killer app ends up needing. these companies become the switchboard for an entire new industrial category. while others are chasing miracles in microgravity, remember as a lowly crypto in...

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been said a hundred times, but worth repeating...crypto founders arent just competing in the echo chamber anymore. regs are clearing, capital is flooding in and the real operators are coming in now that our permissionless world is derisked most are worried about citadel eating their lunch in the order books. but you should be more worried abou the figma, anysphere, and applied intuition chads they dont care about your governance debates, they care about distribution, margins and view this world as a means to their end

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still waiting to hear a real reason why [crypto agent co] takes this from demo to multi billion outcome who pays, who sticks, what compounds? and for those that say stablecoins...the bets were 3-4 years ago...

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whenever i read things like this im haunted by the 1000s of intent decks i have read through... best price? best execution? immediate?

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regeneron just built the first closed loop for drug discovery. think amex, but for life sciences full stack - data - relationships - execution target discovery to side effect mapping to repursing, all in one system. basically genetics is both signal and switch here. amex did it in fast, transactional domain where regeneron is doing it one of the slowest, messiest and highest stakes arenas we have. FUD is not just defensible, its a multi decade margin in an $8T market with no real competition on the full loop... https://x.com/23andMe/status/1924455650282639681

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Memory is programmable, shareable and persistent. The tools we use on an everyday basis are building these collective streams that blur the lines between identity, trust and capability. Imo this rewires status where those with the best memory infra (think clean inputs, long term semantic clarity, graph depth) will see most return. Three things i believe to be true: - memory becomes compounding (seems obvious...) - reputation is queryable (onchain social graphs ...farcaster if it wakes it) - access to context (via FUD) at the right time is pivotal Knowledge arb window is wide open. Capital (for the most part is not the constraint) but courage to grow a pair and just experiment is. Shared Memory | Source

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https://x.com/amasad/status/1925728379363303583?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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this tweet hurt my brain. here to say all seed/ series A startups shouldn’t be plowing their revenue into token buybacks. also don’t own grass but that’s bc internet scrapable data is anti FUD https://vxtwitter.com/ronangmi/status/1925452322068734233?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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can’t stop laughing https://x.com/pythianism/status/1925594288026788025?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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Azura Coded. Congrats to Jackson 🙏 https://vxtwitter.com/jacksondenka/status/1925583645735317591?s=46&t=oEr9Ca7f4sUh_-wlgk2rkg

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https://vxtwitter.com/andrewhong5297/status/1924880964280316294?s=52&t=oEr9Ca7f4sUh_-wlgk2rkg

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Must read research from Mustafa Qazi https://vxtwitter.com/rsarrow/status/1924851344008970362

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https://squads.xyz/grid

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