By far the greatest danger of Artificial Intelligence is that people conclude too early that they understand it. Of course this problem is not limited to the field of AI. Jacques Monod wrote: “A curious aspect of the theory of evolution is that everybody thinks he understands it” (Monod 1975). My fa
intelligence.org
1 Recommender
Nic Carter 3mos

the section here on friendly AIs is worth reading

Bitcoin-backed credit built with DeFi represents a stronger and more practical vision of "bitcoin free banking" originally described in 2010 by Hal Finney
bitcoinmagazine.com
1 Recommender
Nic Carter 3mos

good article (blasphemous to maxis) on why credit, banking, defi, and stablecoins are important to bitcoin by @david_seroy.

1/n - Why DCG and Genesis will go bankrupt - All information from public sources.
See thread (33 tweets)
1 Recommender
Nic Carter 4mos

Good thread on why closing the discount is essential for DCG

Over the long-run, Bitcoin takes market share from gold as a store of value reserve asset, but the current macro backdrop favors the old school version today.
quinnthompson.substack.com
1 Recommender
Nic Carter 4mos

Awesome piece on gold from the underrated @qthomp. Possibly of interest @LukeGromen

1/ Bitcoin maxis are a dying breed. While there was a time where ~everything except Bitcoin was basically a scam, that hasn't been true for a long time, and the smart money has moved on to figuring out which projects are going somewhere, and which are straight pump-and-dumps.
See thread (6 tweets)
2 Recommenders
Nic Carter 7mos

Brave and important thread from Matt. This is an important cultural moment. Ok, Bitcoin doesn't need me, but it does need Matt Corallo, Bitcoin's longest tenured and most prolific core dev.

What should Bitcoin be like, in the future? These six ideas comprise (what I call) the “sidechain vision”. Few will resist any single idea, in isolation. But rarely will someone endorse all six simultaneously…
www.truthcoin.info
1 Recommender
Nic Carter 9mos

I agree with all of this

MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can
open.spotify.com
1 Recommender
Nic Carter 9mos

Good episode covering this + more

Which public #bitcoin miners will be the winners and losers of the bear market?

I analyzed their cash flows and balance sheets to find out.

A thread🧵
See thread (11 tweets)
1 Recommender
Nic Carter 9mos

Jason is super underfollowed - his analysis is among the best i've seen for bitcoin mining

🧵 on #CelsiusNetwork and bankruptcy. Buckle up. 1/
See thread (36 tweets)
3 Recommenders
Nic Carter 9mos

Great thread, thanks

Yesterday Nate Chastain, former product manager at Opensea, was indicted for making ~$40,000 insider-trading NFTs.

He's facing up to *40 years in prison.*

DOJ is coming for your ass too.

Here's what you need to know to get smart on this surprising case and not go to jail:
See thread (18 tweets)
1 Recommender
Nic Carter 10mos

really enjoyed your whole thread by the way. thanks for that

Crypto-asset holdings and transaction volumes have grown rapidly around the world, and crypto assets are increasingly regarded as an emerging asset class. This column finds that transaction volumes across countries appear to be driven by globally relevant factors such as US longer-term inflation exp
voxeu.org
1 Recommender
Nic Carter 10mos

Fascinating paper from the World Bank quantifying BTC/ETH/DeFi/Stables usage by region worldwide and assessing macro drivers. Well worth a read

The phenomenal growth of cryptocurrencies raises important questions about their footprint on the financial system. What role are traditional financial intermediaries playing in cryptocurrency markets and what drives their engagement? Are new nodes emerging? We help answer these questions by leverag
www.bis.org
1 Recommender
Nic Carter 10mos

Very interesting piece here from @RaphAuer and colleagues at the BIS. Lots of great data presented

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