Plaintext Capital
@plaintext_cap
Decoding crypto investing.
Yesterday, we had the pleasure of hosting @akashnet_ along with guests from @Filecoin, @Solana, and @plaintext_cap for the finale of the DePIN NYC Series. It was thrilling to see so many brilliant minds gather for the DEPIN panel. What a fantastic evening!
decentralized AI not only MUST be the future (for the sake of society) but SHOULD be as well (because a broader and freer market will make AI better for everyone)
The future has to be decentralised, for economic & social reasons: Economic - handing the decisions to a free market at the lowest level makes it max efficient. Social - control of the most powerful digital copy of the world state should be in everyone's hands, not the few.
Check out our recent podcast with @AlirezaGhods2
I'm excited to share our podcast with @AlirezaGhods2 about mapping the world with @NATIXNetwork. A few things stood out to me. - Natix is building a full product suite for drivers, serving as the Trojan for long-term lock-in. Come for the mapping rewards, and stay for the…
This was a great podcast showcasing Data Curation Network @NATIXNetwork . Natix's solution collects, analyzes, and (eventually) monetizes dynamic map data. Crucially, it has substantially improved upon critical problems with raw data collection by focusing on enhancing…
I'm excited to share our podcast with @AlirezaGhods2 about mapping the world with @NATIXNetwork. A few things stood out to me. - Natix is building a full product suite for drivers, serving as the Trojan for long-term lock-in. Come for the mapping rewards, and stay for the…
Will this be a BTC-dominant cycle? I doubt it. The same arguments happened last cycle when BTC outperformed. Remember, the week of December 14, 2020, when BTC broke ATHs, ETH was still trading 60% below ATHs ($600). SOL was trading at $1.50. We all know what happened next.
Excited to share our podcast with @KeithSingery, Bittensor Guru. Keith brought the energy for this one. He provided amazing insight into how Bittensor has changed over the years and what still needs to be improved. Very well-rounded perspective. open.spotify.com/episode/3yGPlU…
I could do a pod with @plaintext_cap everyday. Just awesome. Lots of thoughtful questions from these dudes about Bittensor got me firing on all cylinders this morning! Excited for this one to come out. $TAO
We just published a piece on how @opentensor is pushing the future of decentralized AI. It's important that the foundation of AI is built on an open protocol. plaintextcapital.com/blog/bittensor…
Interesting chart. Suggests that the 2YR will top soon.
Not much has changed here. Optimistic positioning with poor PA.
Nice move in BTC. Might see a bit of a dip/consolidation here.
In progress. Bull market soon.
A return to .04 for ETHBTC would signal the end of the bear market
Nice move in BTC. Might see a bit of a dip/consolidation here.
Interesting take from @PhilJBonello and @plaintext_cap r.e. friendtech keys being a new primitive. Products built around keys?
Friendtech keys are a new primitive. Interested to see how keys or the next iteration will be used by creators. We wrote about ownership models, of which keys are one form, last year. plaintextcapital.com/blog/music_dis…
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