10 years ago, polychain was an impossible dream. today i'm thinking of everyone that has made it real: our bold investors, the inspiring founders we have invested in, and the brilliant team i've worked with along the way.

the future is still more sci-fi than you think :)
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heard the market is down

maybe we should begin some Rituals
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Visited @thenetworkstate in Malaysia today.

Has that early Ethereum energy – you can tell something important’s forming.
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my brain, returning to twitter after one week:
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Should I change my name?
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pov: you're having a great day then this guy shows up in your TL
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Replying to @lawrenx_
ritual mentioned
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People often ask: how do @ritualnet engineers ship so fast?

Simple: we play this song at the office on repeat, all day, every day, at very high volume. Creates a real "war time" mentality.

youtube.com/watch?v=XuEx6l…
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"We're an empire now, and when we act, we create our own reality. And while you're studying that reality—judiciously, as you will—we'll act again, creating other new realities, which you can study too, and that's how things will sort out. We're history's actors...and you, all of st study what we do"

en.wikipedia.org/wiki/Reality-b…
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magic ai money on @ritualnet
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1/n
JUST IN: 🇩🇪 $1.5 trillion Deutsche Bank builds L2 blockchain on Ethereum, Bloomberg reports.
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Replying to @sanlsrni @hhjacks
i think you have something to take care of before dinner tn
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AI already deciding with whom and how humans mate, who's to say they won't control other areas of our life.
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Replying to @ritualnet
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Replying to @jimchang
🫡
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finally the weekend. now i can get back to the things that really matter
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One of the most impactful books I've read in the past few years. Highly recommend.

The teachings have helped me achieve high levels of lucidity/awareness in dreams, and understand their meanings. I'm much more aware during the day, and look forward to sleeping every night :)
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Replying to @zeta_globin
putting my armchair qualia theoreticist hat on: perhaps there is a model complexity reduction effect via the induced state

(a la: qualiacomputing.com/2020/07/01/5-m…)
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real
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The market value of *all* investable assets sits at $164.5T USD as of Oct 2023, per @StateStreet.

Crypto currently sits at ~$2T, 1.2% of all assets in the world.

What ratio will crypto constitute 5 years from now?
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bet more.
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We up too hot in the business.
. @BitMEX perp 100x, five minutes, whoa
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Replying to @niraj
Ritual brings an entirely new architecture to facilitate bringing AI onchain, starting with a custom AI VM with stateful AI-specific precompiles.

Learn more: ritual.global/product
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Interesting report on global crypto wealth stats from @HenleyPartners: henleyglobal.com/publications/c…

Crypto-natives are a rapidly growing force in the global economy.
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.@TheStalwart: “…blockchains are important infrastructure in a world of AI. Blockchains will allow people to prove what’s theirs. Blockchains will allow people to prove they’re themselves. Blockchains will allow AI models to run in a transparent manner. The pivot is coming.”
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#tbt to 2014 Ethereum's "Holy Trinity" and its vision of building full-stack decentralized web infrastructure

wild to see how far we've come and how different the vision/mission of ETH is now
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Underreported: Netflix getting into gaming.

Acquisition of Next Games => adding casual games natively into the app experience. Wonder what’s next.
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“you’ve set mathematics back a month”

what a legend
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Insane watching this @PolymarketHQ Basquiat market move in real time
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I’ve heard a lot about famous billionaire "moonshot" companies like SpaceX and Blue Origin. But this is the first time I’m hearing about Bill Gates' TerraPower: en.wikipedia.org/wiki/TerraPower
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TIL that in 2005, a ski jump was set up with artificial snow on Fillmore St in San Francisco (in 65 degree weather!). The results are awesome:

youtube.com/watch?v=0jDdsM…
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Valuation per employee ratio for tech acquisitions.

Crypto will further compress the # of employees needed to build a $1bn project.
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packing a lobster on my next flight
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Remember when there only used to be *14* coins?

Major theme of the 2020s is realizing tokens can be used to represent value of any kind, and all assets in the world are eventually ported onto the internet via crypto rails.
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might fuck around and cop me a dna sequencer
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Most held coins on Coinbase vs top coins offered by market cap
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San Francisco home pipeline and inventory at record highs
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Replying to @nachkari
sav
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20 crypto unicorns and counting...
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Replying to @shaklakhani
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I just have no idea how we trusted anyone before Bitcoin
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Found this old (egregious) email I sent to Evan Spiegel a few years back 😂

Always shoot your shot!
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Replying to @devonzuegel
what do you make of this? (allowing tradt'l taxis, not rideshare)

not sure it necessarily changes demand, it just shifts it
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Cool chart showing the evolution of global fund managers "most crowded trade".

Not a surprise that many HFs are moving more into treasuries.
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Replying to @avichal
Interesting related debate between Yarvin and Hanson: youtu.be/Tb-6ikXdOzE
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Cool 2014 paper from @josephbonneau @socrates1024, replacing Bitcoin's use of ECDSA with hash-based signatures. Leads to stronger quantum resistance properties and easier to reason about security (no asym key crypto)

jbonneau.com/doc/BM14-SPW-f…
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FTX has a shitcoin perp contract available for trading 😂 (h/t @realSherwinD): ftx.com/trade/SHIT-PERP
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Replying to @whrobbins
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Replying to @js_horne
Same here 🙈 i have way too many half finished essays that i need to finish
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Replying to @HipCityReg
so good... #2 most played album for me this wk
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Replying to @lee94josh
Got this terrible one a few mos ago
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Coming soon.
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Replying to @visakanv
Really touching story behind this one: youtu.be/4w0lnjvqyUM
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Replying to @alexcornell
Also more consistency with timer
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FinTech firms are expanding their product offerings to the same basic service (interest-bearing savings accounts). AUM is the name of the game here.
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Replying to @krrishd
so many good tracks go unreleased due to clearing :(
cool video showing a recreated sample: youtube.com/watch?v=R8rpv5…
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.@mlevchin on PayPal’s anti-fraud systems, which eventually became the inspiration for Palantir
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Replying to @niraj
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Replying to @MrNewLeo @ws @zii
Lol... Funny this is a real account
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Replying to @niraj
Also thought this was a funny table
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Replying to @niraj
A great thing about Ethereum is it’s decreased the number of application-specific blockchains that would need to each bootstrap their own security, users, asset, etc. But the smart contracts still derive code from a few places.
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Replying to @niraj
Graph of blockchain contribution connections/dependencies. Security of entire crypto market has large dependence on Bitcoin code.
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Replying to @niraj
Number of derivatives/forks of major chains. Would love to see this graph market-cap weighted, at which point BTC, ETH, and LTC would likely be most heavily represented.
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"Trust is like energy. It cannot be removed, only re-distributed."

The intuition here is finding ways to build verifiable markets via cryptographically/mathematically-defined fair exchange of services.
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definitely seems possible from a storage perspective (via en.wikipedia.org/wiki/Subscribe…)
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Replying to @Singlemaltfiend
Views to likes ratio speaks for itself
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Dug up this awesome project from @petkanics + @ericxtang bringing much-needed transparency/safety to smart contracts: tap.dappbench.com
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