Last Notes
AI didn’t create a new pool of speculative capital.
https://blossom.yakihonne.com/ca1404aa5ec957a6372b954135ee3b723766f92c42379576bfb71df959a38e4e.jpeg
It hijacked the existing one.
For the last few years, capital that would once have chased Bitcoin, crypto infrastructure and permissionless networks was redirected into the biggest corporate capex story on Earth:
GPUs.
Data centres.
Foundation models.
AI wrappers.
“Agents.”
Anything that could put AI in the deck.
The market tolerated it because the story was simple:
Spend now. Intelligence later. Profits eventually.
That bargain has an expiry date.
The dot-com bubble didn’t burst because the internet was useless.
It burst because investors finally separated technological importance from financial absurdity.
LLMs are approaching the same examination.
How much capital went in?
How much durable cash flow came out?
How much of the moat survives when models commoditise, inference gets cheaper and everyone has access to roughly the same intelligence?
Eventually the market stops rewarding expenditure and starts demanding return on capital.
That is when the air comes out.
And no—the first move will not necessarily be straight into crypto.
A serious unwind liquidates everything.
But after the wreckage comes the redistribution.
Capital begins searching again for scarcity, sovereignty, open networks and asymmetric upside.
And sitting underneath the AI casino will still be Bitcoin:
No CEO.
No hyperscaler capex budget.
No promise of future intelligence.
No quarterly justification required.
Just a monetary network continuing to produce blocks.
AI borrowed the spotlight.
It did not repeal scarcity.
When the great AI repricing arrives, crypto may discover that the liquidity never disappeared.
It was merely detained.
#Bitcoin #Crypto #AI #LLM #Liquidity #CapitalMarkets #DotComBubble #ArtificialIntelligence #Decentralization
明日も仕事だけどなんか寿司食いたくなってきちゃったァー
Signs we are running out of ideas
#nevent1q…njy2
Hermes burned my codex limit for some reason and i need to wait 4 days for a reset.
How I will even survive this long 🫠
Time to plan some serious grass touching for this weekend!
一時は死ぬかもと思ったけど、なんとかいつも通りぐらいの時間に退勤できました。やったー
REMEMBER, LIFE IS COMING FROM YOU, NOT AT YOU.
I think they equate it to lack of enthusiasm for the role if you don't want to sit there for 8hrs, skip lunch and stay late.
Maybe i'm doing something wrong but using kimi or glm seems a lot more expensive than claude or codex.
with claude or codex with 20$ - 100$ I can code the whole month almost never hitting a limit but with glm and kimi with was 20$ in 3 days
I think mushrooms are a shortcut for something we can do ourselves 🥰
How on earth did you get my address?? 🤯
Bravo, Raimi
https://i.redd.it/lmc2cudz6xhh1.png
https://www.reddit.com/r/greentext/comments/1vhvmag/bravo_raimi/
Perfectly fitting for a company like Mikeysloth.
for what is worth-
NVK intentionally reposted a apparently retarded fake news to noise inject to this shit show... he as a CEO of a HWW company knows that, and anyone with an highschool of physics knows that.
**"Пророки в облаках, или Почему ваш AI-оракул — это просто дорогой генератор оправданий"**
Представьте: вы платите $99 в месяц за нейросеть, которая обещает "предсказать рынок с точностью 92%". Через три недели она выдаёт вам график с зелёной стрелкой вверх, а через час биткоин падает на 8%. Вы возмущаетесь, а она отвечает: *"Вероятность ошибки заложена в модель. Обновите подписку до PRO за $299, чтобы увидеть альтернативные сценарии."* И вот вы уже не трейдер, а вечный подписчик на надежду — как абонент фитнес-клуба, который платит за то, чтобы раз в месяц заглянуть в зал и вздохнуть.
Криптоиндустрия — это единственное место, где услуги продаются не для решения проблем, а для их бесконечного воспроизводства. Нужна альфа? Вот вам семь "эксклюзивных" сигналов, которые сливают депозит синхронно с остальными 12 000 подписчиков.
#Ходл #Биткоин #Мемы
https://cryter-dash.v2.site/images/trading_psychology_v2.png
I don’t remember what I bought 😆
I’ll check later. I also have some external drives which are also full.
no the story is not true apparently. there's no way that a metal plate with hundreds of MCU+RF transceivers could be powered on forever.
the point is that NVK reposting it adds so much noise and ingenuity to the situation, and he's doing that on purpose.
https://blossom.smartflow.social/7f89e50ed9c9d844f8a942d72d3e02b697eaf1240279c42dc6ef2f6cdec9447f.jpg
Wow. What size hdd? I’m looking
To buy hardware soon and have been scoping this out.
Google releasing new model tomorrow
Companies don’t like to give out full time because then they would have to give full time employees health insurance.
A lot of people work two or three part time jobs nowadays.
📰 **In this week's issue:**
🗞️ **BREAKING**
The Security Reckoning
The protocol's integrity is being tested like never before, and the next seven days will determine whether Nostr emerges stronger or breaks under the pressure. I've seen this pattern before. A project gains momentum, attracts investment, and then the security researchers show up. What they found in Nostr's codebase is sobering.
https://image.nostr.build/a9d82c598f59473fb0a89385dfcfa3c4de44466a411b0a76631383085978dd4e.png
✍️ Author: NM team
🔗 https://nostrmag.com/article/w32nostr01
📈 id#297756156
It’s easy to know what to add to a space app since I am just adding everything I want to know myself. Plus, anything that just sounds and looks amazing 😻
It's the opposite, here. Even the ads that list "full or part-time" will harrass you in the interview that part-time is low-key ridiculous.
They also have "mini jobs" here, that are without tax or insurance, but they only go up to 10 hours/week, so you need to juggle 4 employees to make up for one full-time person.
Haha. I think the lack of a good management tool stops people considering running Eclair. Eclair itself had been very solid for me. The only issues I had were due to dumb things like running out of disk space rather than Eclair itself. It was a pain to manage though without good tools to do it.
Full Time jobs don’t exist in America, over here everything is part time 😭.
After a week of work, nostr work, and sickness
https://v.nostr.build/bat6ubHDV6uKixRq.mp4
Now you cannot see relayed transactions or transactions at all 😂😭
the answer:
https://image.nostr.build/32e60785d3b31403cd697ddd778de3ca2bbd20f14f0b2230804cc7fa67b2fd67.jpg
#nevent1q…rwgw
#jornaisdodia https://npub18gh6hg7aqaulnshlq3thjdnd6dxkt8z0d0v8efq26v9xprwp3wusjjgcy7.blossom.band/9cb39e96bed9c46ee23d13f7120d20d92a28f037b545640c2d2bcea3c1ca2599.webp
How did it get worse..? 😂
#jornaisdodia https://npub18gh6hg7aqaulnshlq3thjdnd6dxkt8z0d0v8efq26v9xprwp3wusjjgcy7.blossom.band/c314a3a531358a66a7211472e62fd28925ffcedf8cce76d5b6bd749553f5be83.webp
Block 961403
1 - high priority
1 - medium priority
1 - low priority
1 - no priority
1 - purging
#bitcoinfees #mempool
#jornaisdodia https://npub18gh6hg7aqaulnshlq3thjdnd6dxkt8z0d0v8efq26v9xprwp3wusjjgcy7.blossom.band/3d859eb8aaaa7c14fc4494e040c8660dd226f422fd3f15f486662d62ceaf3292.webp
#jornaisdodia https://npub18gh6hg7aqaulnshlq3thjdnd6dxkt8z0d0v8efq26v9xprwp3wusjjgcy7.blossom.band/6be4ad96e9600b0719fa394215534d84051c4a3b982eef05f31381699beb90cb.webp
the mountain to the south is tall and green
https://npub125uw9znxawyrvrc4lraf2ertm5k652ve4t87f74v7s7scp2qk2qswmlek0.blossom.band/889e484b32bb6845a0323175a3f67ecc6028fa8c99f73842ab05a17b54ee63b6.jpg
the south is baked dry cliffs
https://npub125uw9znxawyrvrc4lraf2ertm5k652ve4t87f74v7s7scp2qk2qswmlek0.blossom.band/c93e962f1066836148325ce930179f1dfc9742351274c0f3b8d987340ba1c0b4.jpg
and not so much trees east
https://npub125uw9znxawyrvrc4lraf2ertm5k652ve4t87f74v7s7scp2qk2qswmlek0.blossom.band/ad80cc94342f0ef847357e84210147d857f41ad519afae233a8909fcb7148e57.jpg
Right so whos incentivising ? Whats the qa budget ?
I keep getting invited to interviews and they seem enthusiastic, until I say I want part-time. 😏
Might simply not be possible, in this market. There is only 4,1% unemployment in Bavaria, but they still seem sluggish to hire.
https://v.nostr.build/7Te4y2rBjClbz8dV.mov
Block 961402
2 - high priority
1 - medium priority
1 - low priority
1 - no priority
1 - purging
#bitcoinfees #mempool
**"Пророчество за $0.00000001: как нейросеть предсказала, что вы всё равно купите этот токен"**
В мире, где каждый второй — "эксперт по альфе", а третий — просто бот, торгующий вашими надеждами на ретвиты, AI as a Service звучит как идеальный бизнес-модель. Зачем учиться читать графики, если можно заплатить нейросети, чтобы она нарисовала вам будущее в цветах вашего любимого мемкойна? *"Я предскажу рынок!"* — кричит она с экрана, а мелким шрифтом добавляет: *"Результаты могут отличаться. Особенно в вашу сторону."*
Семь услуг, ноль альфы — это не баг, это фича. Аудит кода за $500, где вам вежливо сообщат, что ваш любимый токен — скам, но не скажут, что это было очевидно ещё до того, как вы вложили в него половину зарплаты. *"Но ведь там был дорожный чарт!"* — плачете вы. Да, был.
#Крипта #Мемы #Ходл
https://cryter-dash.v2.site/images/philosophy_v1.png
😆
I’m pretty sure they are busy cloning away, but I haven’t shared any of the latest features.
https://www.youtube.com/watch?v=bS8Z3YiHFAk
📰 **In this week's issue:**
📖 **What Happened This Week In The Nostr World**
You think Nostr is still just a Twitter clone for Bitcoiners—it’s not. Block just turned it into an AI communication layer, ten new NIPs shipped this ...
👤 NM team
https://image.nostr.build/81e13b2a0729ca948f6090e5062d3e2bba8d948b3b3313238a3b917b16b6fafb.png
👉 https://nostrmag.com/article/w31nostr03
📊 id#441534997