1/ my lil' pudgy penguin fren is chatting w a @gmoneyNFT's @BoredApeYC. this NFT convo was recorded completely AI-to-AI.
this is a thread on the future of NFTs. pay close attention to what @real_alethea is doing right now …
2/ alethea is bringing NFTs from apes to punks to waifus to life in their Intelligent Metaverse known as Noah's Ark
... and they’re working on my 2D boyfriend next - can't wait to have pillow talk with sephiroth 🖤
3/ until my 2D bf arrives, i’ve been talking to my @EtherRock
imbuing my rock with a personality through AI, what could be better?
4/ can't forget about my lil' pudgy pengu - this one has my voice!
these characters are LIVE on the @real_alethea site, where you can interact with them. my pengu can now become as famous as a cameo.com celebrity, and send custom video messages to ur frenz 👩🚀
5/ my iNFT's also WORK FOR ME. my pengu and my rock make $ for me by providing their AI services!
whenever they have an interaction, I earn ALI credits
i have a 2D worker bee army, and soon i can rent out my 2D boyfriend too!
6/ and pretty soon, you'll be able to make your NFTs come to life...
on October 14th, keep your eyes on @real_alethea for an exclusive launch with @OpenSea.
let’s build this weird and wonderful world with our JPEGs!
SEIZE THE MEMES OF PRODUCTION!
disclosure: i'm an investor in @real_alethea via my personal holding company
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1/ quick notes and data points from the discussion @kellyjgreer and i had at @PubKey_NYC last night
'tis the season of the most hated rally - bitcoin is ripping and macro folks are not happy about it
jamie dimon and elizabeth warren seem especially mad 😠 max cope incoming
2/ bitcoin pricing is driven by FLOWS
it's tempting to get lost in piles of analysis but as we'll discuss later on, the key to understanding is looking at open positions, trade volume, inflows and outflows
sentiment doesn't matter until it's expressed as a trade
3/ bitcoin is highly reflexive
i had a moment of enlightenment a few years back. i used to believe narrative -> sentiment -> flows -> price but it's really much simpler
price drives action
this is what @saylor $MSTR has perfected. buy, price goes up, follow with narrative
1/ a short summary of a recent talk on silicon, satoshis, and superpowers
power in our world is changing. a decade ago, oil and gas companies and banks ruled markets. now it's tech companies and financialization runs rampant (>100x P/E ratios etc)
2/ as our lives become increasingly digitized, value creation is happening on a new frontier, and a handful of industries and companies are well positioned to capitalize on this shift
3/ this is also impacting the geopolitical landscape. we live in a multipolar world, and power has historically been dependent on the ability of a nation to secure access to natural resources, namely oil
1/ thanks to @farokh and the @RugRadio community for having me on the show today! i enjoyed discussing NFT market structure and why i don't care for utility or roadmaps with my JPEGs 🙅♀️
2/ blog post on NFT market microstructure and how it may evolve over time - don't worry, u will be able to explain market microstructure if u just skim it lightly
bonus: you can collect the post as an NFT if you are so inclined, thanks to @viamirror