farctual-life

(2022)

https://www.youtube.com/watch?v=z-CcdRv87CA

Pick one to play right now   👇  👇  👇

Who plays Sam Altman in the inevitable OpenAI mini-series? Jared Leto as Adam Neumann was amazing.

Video creators! If you have uploaded a video on Farcaster recently and observing a choppy playback (web or mobile) — please ping me! I'll share a link to get the raw video from you so we can investigate further why it might occur. Thank you!

Anyone used bitdrift for mobile O11Y before?

https://bitdrift.io/

is it just me or does this look like an interrogation room?

This reminds me of the good old days. I hope it works out this time...🤞 
https://x.com/WuBlockchain/status/1940073323398144288

A person I have known for more than ten years, who I consider trustworthy, is convinced the cryptocurrency economy will shortly experience a systemic risk. I don’t know anything concrete, but if I were exposed, I would be concerned.

Selling this franchise with Luka on the roster vs. not probably at least moves couple billions.

Selling this franchise with Luka on the roster vs. not probably at least moves couple billions.

https://www.espn.com/nba/story/_/id/45539931/buss-family-agrees-sell-lakers-mark-walter-sources-say

Memes

bullish carousel memes, you heard it here first

We are witnessing a new new social primitive of "Carousel Memes". This is also following the great invention of "Internet Capital Markets" on X only a few months back.

"Numba go up" rules everything around me.

Details on yesterday's Google outage from copyconstruct.twitter.

“We can’t, we don’t know how to do it”

Unironically, this is the state of the NFT API market.

There were dozens of players during the last hype cycle. Most pivoted to AI or shut down. 

Easier said than done, but if a small and scrappy infra company had just kept building quietly, week after week, they’d be feasting by now.

Maybe I’m just a romantic about startups. Or naive.

Tesla stock down %16 today so far after everyone on the market moved their money to buy more Circle.

Does the Circle IPO and its price action today open the door for Stripe to go public?

Fundamentals:
- Est P/E ratio = 46.6 (cb is ~46 but they are more than just a stablecoin)
- If/When trsy yield drops, they start losing money really fast
- Other stats (see pic below)

Degen/Hype/Growth:
- $7.2B market cap is basically free compared to Ethena or Maker.
- BlackRock and Ark need exposure to stablecoins
- Congress/gov is passing laws (GENIUS Act)
- Literally the ONLY stablecoin/crypto exposure institutions can access (aside from Coinbase — who gets paid by Circle anyway).

NFA

Free analysis on the upcoming Circle IPO. (Available to all Farcasters regardless of "Pro" membership)

Goksu Toprak

@gt