ai inclined. Text me if you play tennis 🎾 / Turned out, that Positivity multiplied by Agency is hell of a superpower.

Switzerland
Joined September 2015
*ANTHROPIC COULD SPEND $750B ON OBTAINING COMPUTING CAPACITY:WSJ They are capacity constrained and will buy more hardware
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It has basically never been more idiotic to be bearish on the AI hardware trade than right now
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Jordi Visser believes it is a very strong signal that bitcoin is going higher at the same time interest rates are going higher. He sees the decoupling of bitcoin from the liquidity narrative as an important evolution in bitcoin's continued rise. Do you agree with @jvisserlabs?
This week @jvisserlabs breaks down why bitcoin and stocks refused to crash even as the Fed hiked rates. We also discuss why AI agents are now driving crypto's next leg higher and why the real "AI bubble" lives inside just two companies. Then we get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years. YouTube: youtube.com/watch?v=0Xz5_SQT… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/6mx… TIMESTAMPS: 0:00 - Intro 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates 4:44 - The liquidity cycle is broken (there are no more recessions) 14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim 33:21 - Instinct AI & the rise of agent-run personal assistants 40:10 - Recursive self-improvement: AI outpacing human comprehension 43:22- Why Jordi is a bitcoin maxi for the next 30 years 48:06 - Bitcoin vs altcoins: are AI agents the new demand source? 55:54 - What would make Jordi change his mind? 1:02:33 - Bitcoin back above $80,000 & Jordi launches his crypto research
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Edvard Võrk retweeted
Good recap of this week’s video for those of you have not seen it yet. The crypto content for subscribers launches this week with papers on M2 changing from money to wealth, Ghost Rails about AI agents as the users showing up now and the first crypto video titled Why Now which shows why the biggest up cycle of crypto is starting now imo.
Best video yet from @jvisserlabs!!! Here are some of the highlights courtesy of Hal 9000 and Clippy (@bot). **Thesis:** Sept–Oct is the crypto inflection he teed up in May–June — crypto was built for AI agents, the ghost-city rails are lighting up, and crypto (as an AI trade) is his highest risk/reward. Equities can grind on wall-of-worry / Mag7 / dead rate–oil sensitivity, but that is secondary to crypto. 1. Crypto×AI is the most important macro trade now — the long-forecast Sept–Oct inflection is here. [01:20](youtu.be/BkNzS8Ia-7k?t=80) 2. Crypto was never for humans; AI agents are the real users, so the “why now” finally works. [08:07](youtu.be/BkNzS8Ia-7k?t=487) 3. Ghost city filling: crypto rails are built and will light up as agents arrive. [07:25](youtu.be/BkNzS8Ia-7k?t=445) 4. Best R/R for the next year is still crypto over AI equity names. [27:36](youtu.be/BkNzS8Ia-7k?t=1656) 5. His 46-name crypto index broke yearly highs with broad breadth — beginning bull market. [06:44](youtu.be/BkNzS8Ia-7k?t=404) 6. Tokenization / on-chain velocity replaces the old M2 liquidity story. [08:48](youtu.be/BkNzS8Ia-7k?t=528) 7. Crypto has entered the “rates don’t matter” innovation phase. [48:38](youtu.be/BkNzS8Ia-7k?t=2918) 8. Tokenized stocks + longer trading hours open the rails (“if you build it, they will come”). [49:18](youtu.be/BkNzS8Ia-7k?t=2958) 9. Leopold’s automated-researcher inflection is here early — that is why crypto matters. [09:29](youtu.be/BkNzS8Ia-7k?t=569) 10. Extreme AI bearishness + low VIX + structural bull historically favors long equities. [28:15](youtu.be/BkNzS8Ia-7k?t=1695)
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The EU 🇪🇺 has a legal 3% tax loophole for SaaS founders. No need to go to Dubai. No “Offshore company” either. It's called the Cyprus IP Box Regime & it's an EU-approved tax incentive. Most software entrepreneurs have never even heard about it. But Cyprus has quietly attracted thousands of tech companies, including names like Semrush, Wargaming & GDEV/Nexters. The last company is publicly traded on NASDAQ & even discloses in their SEC filings that they apply the Cyprus IP Box regime. But your business can take advantage of the IP Box too. If your company has or develops an Intellectual property (IP), then 80% of your qualifying profits can be tax-exempt in Cyprus. Cyprus corporate tax is 15%, but under the IP Box you're only taxed on 20% of the profits. So 20% × 15% = 3% effective corporate tax. Example: Your SaaS business generates 1.000.000€ in qualifying profits: > 1.000.000€ profit > 800.000€ IP Box deduction > 200.000€ taxable > 30.000€ corporate tax = 970.000€ left, after tax. Insane. But it gets even more interesting. If you personally move to Cyprus, we will apply for your Non-Dom Status where your dividends are fully tax-exempt as well. So you can distribute the remaining 970.000€ as a dividend to yourself at a tax rate of 0%. There is only one additional surcharge for the EU health card. It’s 2.65%, capped at 180.000€. Meaning, even if you receive more than 180.000€ in dividend, the maximum you’ll pay is 4.770€ per year. Almost 5k€. On nearly 1M€. Horrible. So from 1.000.000€ in profits, 30.000€ went to corporate tax & 4.770€ went to healthcare. That’s less than 3.5% in total tax for you as an entrepreneur. > While living in the EU > With 320+ sunny days per year > Growing entrepreneur community > Cleanest sea waters in Europe > Relaxed lifestyle > Low crime Cyprus 🇨🇾 might be one of the best places in Europe for SaaS founders, indie hackers, app developers & software entrepreneurs. And I thought X is probably the best place to share this as many of our clients are on here as well. – at Cyprus
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Edvard Võrk retweeted
Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Iren Baseten Together Fireworks
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
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Edvard Võrk retweeted
A must listen. We are walking blindly into a world war 3
MOST DANGEROUS SINCE 1945: EUROPE IS FLYING BLIND INTO A WAR IT CANNOT FIGHT Swiss journalist Roger Köppel, publisher of "Die Weltwoche", sat down and said the quiet part out loud. In his judgment this is the most dangerous historical moment since the end of the Second World War — worse than the Cuban Missile Crisis, worse than Yugoslavia, far more dangerous than the war in the Middle East. And he says the European Union is steering straight into it. THE CORE WARNING ➡️ Köppel calls it “pure madness.” ➡️ Europe, he says, is not equal to this situation in any respect — not financially, not militarily, not mentally. ➡️ The EU is sliding into a war it cannot fight, while the public still talks about heatwaves and state elections as if those were the main event. THE FORBIDDEN QUESTION ➡️ He says only one opinion is allowed: ours. ➡️ What the other side thinks must not even be taken note of. In the EU, he claims, trying to find out how Russians think and what they say can land you under penalty. ➡️ Even if you believe “planetary evil” is concentrated in Moscow, he argues, that is exactly when you must study the enemy. ➡️ That work is not wanted. Anyone who considers a wider war is branded a soulless propagandist for Russia, a henchman of the devil. THE BLIND FLIGHT ➡️ “This is a gigantic blind flight,” Köppel says — into a war, into an abyss. ➡️ His family memory is Königsberg — the East Prussian city now called Kaliningrad. ➡️ His grandfather was an Auslandsschweizer, a Swiss citizen living abroad, and a professional firefighter there. Then came the British phosphorus bombs of 1944, and the flight to Switzerland. ➡️ More than eighty years later he finds it grotesque that Germany is circling the same questions again. ➡️ Where are the German politicians with historical consciousness? A few remain, he says. Most are already of pension age. WHAT HE HEARD IN MOSCOW ➡️ The danger became real for him before the summer holidays, sitting with a major international industrialist in Russia. ➡️ The man did not joke. “The train has actually left.” ➡️ He was preparing for a full war in Europe within six or seven months — maybe a little longer. He saw no way out. ➡️ Köppel’s read of the machine: the West backs Ukraine, Ukraine keeps escalating, Russia hits back, pressure on Putin rises, and both camps are rock-solid convinced they alone are in the right. ➡️ Russians, in the conversations he describes, see themselves as victims of Western expansion and NATO’s advance. They are sure they have broken neither international law nor justice. The EU is just as certain the other side is the criminal. ➡️ That mix, he says, is the most dangerous of all. You cannot appeal enough for peace. THE BOTTOM LINE Köppel is not predicting a date on a calendar. He is describing a continent that has locked the cockpit, banned the other map, and called the warning itself treason. A blind flight only ends when someone looks out the window. #RogerKöppel #EuropeWar #BlindFlight #Kaliningrad #Weltwoche #PeaceAppeal #UkraineWar HT: YouTube Die Weltwoche
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Edvard Võrk retweeted
ethics provision has always been the final boss (not the interest on stablecoins which was always a distracting side battle) leaving it to the reader to judge which side should have caved in
Govt feels broken. 18 months of work between our industry, dems and republicans and Clarity falls apart on the 5 yard line. All the issues got to a hard fought compromise other than one. On Ethics both sides dug in and decided their stance was more important than the long run good of a major industry and our countries chance to lead it. Republicans were afraid of putting real limits on a President’s ability to profit from digital assets. Dems decided that this one industry is where they would fight a corruption battle. They were scared to be seen doing anything that could be perceived as being soft on the President. There had been a bi-partisan proposal that would have worked but it got hi-jacked in the politics of it all. I am very disappointed that neither side could find a way to cross that chasm. I know there is an election in 7 weeks and that dominated the actions of both sides. What is crazy is the I honestly don’t believe crypto and this bill will be a top 10 issue in this election. It was in 2024 but this year will be about the war, inflation, affordability, Ai , immigration and what party has a better answer to those questions. I do have faith that the SEC and CFTC will drive on with rules for the road and hopefully in time congress will find a way to memorialize them so people can have a longer term confidence in how digital assets will be treated in the US. Maybe Mitch McConnell coming back in a wheel chair after 90 days was s comic signs to amplify how broken Congress is. We go back to work tomorrow. And continue building.
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Edvard Võrk retweeted
Vlad did nothing wrong
Should companies be able to approve or veto the tokenization of their stocks?
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Edvard Võrk retweeted
"Ukraine has the engineers, the resolve and the spirit of innovation to fight this total war." "By integrating more closely with them, Western militaries can help secure Ukraine’s victory, absorb the critical hard-won lessons of modern warfare and strengthen the international order against the threats that will define the decades ahead." washingtonpost.com/opinions/…
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Edvard Võrk retweeted
Sweet mother of AGI! 🤯
Can’t make this up…the MacBook is using its webcam to look at its screen in a mirror to improve AMD Radeon chip support in Omarchy.
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Edvard Võrk retweeted
It has arrived. The next 18mo will be wild.
The AI Singularity The argument goes like this: 1. Humans build an AGI. 2. The AGI becomes good at AI research. 3. It designs a smarter AI. 4. That smarter AI designs an even smarter AI. 5. The cycle repeats faster and faster. Looking at the results and capabilities from the various labs over the past few weeks I would say we are firmly in this loop now. The next 18months will be wild. Recursive self improvement will dramatically increase capability very quickly from here. Marginal costs of all models will go to ~$0.
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Edvard Võrk retweeted
Your money is being diluted faster than you think. Once you count it, you need about 11% a year just to stand still. Very little in a traditional portfolio clears that.
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Edvard Võrk retweeted
Gold production Q2 — Majors 🇺🇸 Newmont — 1,300 koz 🇨🇦 Agnico Eagle Mines — 856 koz 🇨🇦 Barrick Mining — 796 koz 🇺🇿 Navoi Mining & Metallurgical — 772 koz 🇨🇳 Zijin Mining Group — 746 koz 🇺🇸 AngloGold Ashanti — 744 koz 🇿🇦 Gold Fields — 634 AuEq koz 🇨🇦 Kinross Gold — 492 AuEq koz 🇦🇺 Northern Star Resources — 436 koz 🇿🇦 Harmony Gold Mining — 356 koz 🇬🇧 Endeavour Mining — 283 koz 🇨🇦 B2Gold — 204 koz 🇺🇸 Freeport-McMoRan — 192 koz 🇨🇦 Iamgold — 188 koz 🇦🇺 Evolution Mining — 180 koz 🇨🇦 Equinox Gold — 177 koz 🇨🇦 Pan American Silver — 166 koz 🇺🇸 Coeur Mining — 163 koz 🇲🇽 Fresnillo — 155 koz 🇿🇦 Sibanye-Stillwater — 154 koz 🇦🇺 BHP Group — 149 koz 🇨🇦 OceanaGold — 139 koz 🇨🇦 Alamos Gold — 131 koz 🇨🇦 Lundin Gold — 119 koz 🇬🇧 Rio Tinto — 116 koz
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Edvard Võrk retweeted
We are at the end of the 2nd month of Q3. We have seen a historic tech momentum unwind with Situational Awareness. 10Y yields are closing with their largest QTD rise since 2024 with 30Y yields hitting their highest level since 2007 with a 67% chance of Sept rate hike. Here is the QTD performance as of now. SPX ~2%, NDX ~-3%, Gold ~11%, BTC ~34%, ETH ~57%. AI agents are being released by the millions as we speak and nobody owns the rails they need to transact. 2026 was the birth of agents and 2027 is when they start to spend. Be ready
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Edvard Võrk retweeted
Imagine you're an HFT hedge fund & you pay $100k p/m for early access to this...
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Another word the Singularity needs. moation n. /ˈmoʊtʃən/ (moat + motion) The ability to turn one temporary competitive advantage into the next before the first is competed away. A moat is a position. Moation is a process. It means continuously using today's transient edge in capital, talent, compute, data, distribution, or technology to create tomorrow's. In the Singularity, there may be no permanent moats. Only moation.
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Edvard Võrk retweeted
Today is a very historical moment for AI video generation You can now generate AI video faster than you can watch it Before it'd take let's say 2-5 minutes to generate 15 seconds of video @fal made a post-trained Minimax H3 variant called Max which is 50x faster than the original but still maintains quality It generates 15 seconds of video in 9 seconds! That means you can now do new things like build a perpetual livestream with it that never ends!
Minimax H3 Max has generates video faster than you can watch it so I hooked it to a twitch livestream! Now you can watch infinite interdimensional cable - link to the stream below
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Edvard Võrk retweeted
Human time was industrial capitalism’s operating system. AI agents are breaking the clock. Economics, markets, DCF models, and terminal value were built for human speed. Bitcoin is the exception. Crypto provides the machine rails. Bitcoin hedges time risk. The Silent IPO is over: visserlabs.substack.com/p/8f…
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