If you’ve scrolled through CT at all in the past few months, you’ve probably noticed the wave of massive investments and outlandish economic projections surrounding AI. If not, let me help you out. The $500 billion Stargate AI infrastructure project, Big Tech’s $325 billion in AI spending, and PwC’s projection of AI contributing $15.7 tri

Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023.

If you haven’t had the chance to watch the full episode, it is linked at the bottom of this post!

Recently, while watching Sam Altman’s TED interview,  I found myself (yet again) reflecting on the profound ways AI will reshape our world. From learning that OpenAI reportedly now has over 800 million weekly active users (for context, Instagram has over 2 billion MAU), to hearing the TED audience applaud when the interviewer pointed out

This tweet is about base in general but applies to many things. I often see successful crypto protocols, chains, and apps lose their footing and customers because they tried to become too vanilla or too “pleasing.”

fwiw coinbase is my main offramp and has been a good experience, however I think recently the behvaior displayed is subject

It’s easy to assume CEX support and bridging are relatively efficient markets that reasonably reflect demand. If a chain has momentum, CEXs and interop solutions like LayerZero integrate it. But what if CEX support and interop are bigger success factors than we think? Perhaps CEX support and interop are key factors that must be optimally

https://x.com/anna_kazlauskas/status/1905414468315549737?s=46

COLLECTIVE-1: the first user-owned foundation model, made possible by Vana and Flwr Labs

Specs: 7B parameters, using private data from 1M+ users on Vana – data that no single company has. Goal: scale to 100M users to create better AI than any centralized AI lab.

Interesting piv

Welcome back to Market Matters – April edition!

Ma

“Fund Managers Have Never Turned So Pessimistic”; “Investors Haven’t Been This Bearish in 30 Years”

Those are the headlines that Bank of America’s latest Global Fund Manager Survey generated today. In “normal” times, these reports tend to have a few interesting insights, but it’s usually smaller incremental changes that aren’t too surpris

https://ir.janover.co/content/news/Janover-Announces-Strategic-Partnership-with-Kraken

Kraken furthers its hot streak by partnering with Janover.

Kraken plans to delegate a portion of its current and future Solana (SOL) stake to Janover-operated validators. Today, Kraken has over 4.5M SOL (approx. $500M) of delegation.

We are entering a rare four-day stretch where the mean and median returns for BTC in April are nearly identical. Come the 19th of April, the two returns series diverge (though both end the month in positive territory).

If we project out further through the end of Q2, the starkness becomes even more pronounced.

Which road shall we travel