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Balaji· 2025-09-28 13:09
Conference Overview - The Network State Conference will be held on Friday, October 3 in Singapore [1] - The conference focuses on bringing online communities into the physical world [1] - The conference features speakers including founders, creators, investors, and policymakers [1] Key Themes - The conference explores fusing offline states with online networks, covering ideas from pro-tech regulations to startup cities [2] - Attendees can join or found startup societies, even with limited resources [3] - The goal is to build new societies with defined social smart contracts, promoting capitalism, democracy, and liberal values [3] Call to Action - Interested individuals can register to attend in person or remotely [4] - The conference marks the beginning of internet communities, following the creation of internet companies and currencies [4]
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Balaji· 2025-09-27 09:29
See also @LukeGromen’s commentary.Luke Gromen (@LukeGromen):Gold will be a bigger % of global FX rsvs than USTs in a few mthsCentral bank gold ($4.3T) will likely soon be > total USD assets in FX rsvs ($6.7T)Consensus only now shifting from "denial" to "anger" stage of grief on this...bargaining, depression, acceptance still to come https://t.co/i630iNUyLr ...
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Balaji· 2025-09-24 15:44
@calilyliu @akshaybd Here's a more detailed video by @farhajmayan on Forma, the Solana Economic Zone in Kazakhstan.https://t.co/woCmYK8Qo9FORMA (@formacity):Introducing SEZ Kazakhstan.The first Solana Economic Zone in the heart of Eurasia. https://t.co/OA5AztMz3n ...
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Balaji· 2025-09-24 15:43
Partnership & Expansion - Solana Foundation signed an MOU with Kazakhstan's MDAI [1] - The partnership aims to advance tokenized capital markets in the region [1] - The collaboration will focus on crypto developer education [1] - Resources will be provided for Solana startups based in Central Asia [1] Regional Development - The first Solana Economic Zone has been launched in Central Asia [1]
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Balaji· 2025-09-24 03:22
I disagree with this view for a few reasons.(1) First, fast topline growth businesses are rare. Often they have a thesis on how margins can improve. And sometimes that thesis plays out. AI costs are highly dynamic, for example.(2) Second, yes, from today’s vantage point we can see that ride-sharing worked out but scooters made less money. However, even Uber lost money for many years. And the micromobility companies did create enormous consumer value, and Lime is apparently going public.(3) Third, just about ...