crypto is full of speculationsolana scales cryptoso, solana scales speculationit's easy to fixate on the negative aspects of this ("hurr durr memecoins"), but there are important positiveswe're seeing these play out right now, and they're happening so fast that they're hard to notice:i) unparalleled performance and battle-proofingii) extremely rapid iteration on market structure and defi competition leading to better and better tradingeveryone already knows about solana's performance but I suspect they're n ...

Market Trends & Investment Thesis - The government's continued money printing is a key investment thesis for the foreseeable future [2] - Accelerated debasement of the US dollar has led to a "casino culture" with increased speculation in sports betting, altcoins, and meme stocks [5] - All aspects of human life are being turned into lotteries, with minimal labor and occasional big wins [6] - Sophisticated investors are also speculating on memes, and the mainstream media downplays retail investors' activities [14] - Investors need to push out on the risk curve to build their investment portfolios or risk losing economic value due to government money printing [15] Investment Performance & Strategy - From 2002 to 2021, the average investor earned only 36% per year, significantly less than the S&P 500's 95% return during the same period [15][16] - Holding the S&P 500 is a timeless investing principle [16] Economic Indicators & Labor Market - The 3-month average youth unemployment rate jumped to 17% in July, the highest since 2020 [17] - The youth unemployment rate has climbed by about 5 percentage points over the last 2 years, signaling a potential weakening of the US labor market [17] Technology & Automation - AI is increasingly replacing entry-level jobs, contributing to the rising youth unemployment rate [19][20] - Humanoid robots are becoming capable of performing household tasks like folding laundry, potentially freeing up human labor for more productive activities [22][23]

Market Trends & Speculation - Everything is speculation and everything is a meme, reflecting the current volatile market environment [1] - The strategy of buying good assets and chilling is suggested, implying a long-term investment approach [1] Economic Outlook - Potential job crises are discussed, indicating concerns about future employment stability [1] - Automation, exemplified by robots folding laundry, is advancing, potentially impacting the job market [1]

Mystery is the product…until launchSpeculation is the product…until TGEPrice is the product…until it goes downRevenue is the product…if you want to succeedIf you look around you will find many projects across each of the timeframes.Your job as a trader is to know which category you have an edge in and live there. Playing in another arena is just asking to get burned. ...

fun fact: there are still people paying 0.3 ETH (USD $1,300) for an @RTFKT clonex praying for a CTO to make them rich.if they are the same duds that bought @Nakamigos hoping they were 'v0 cryptopunks', i wouldn't be surprised.we live on speculation in this space and without such people, you wouldn't have the exit liquidity that keeps you glued to the screen. ...

Ethereum Surge Shifts Focus to Altcoins as Speculation Heats Up► https://t.co/mOkZucL4sM https://t.co/mOkZucL4sM ...

I've increasingly come to believe that no one wants to own anything and everything will be perpified.We're headed to a world where the one who facilitates speculation of ~everything is the one who wins.→ I don't want to own the stock, I want to speculate on the valuation.→ I don't want to command attention, I want to speculate on those who will→ I don't want to earn the yield, I want to speculate on if that yield is going up or down from here.Speculation is the most accessible thing in the world and perps a ...

Challenges in LLM Inference - LLM inference systems face challenges related to latency, cost, and output quality, impacting user experience, profitability, and applicability [1] - The trade-offs between cost, throughput, latency, and quality define a Pareto frontier, limiting the successful application of LLM systems [1] NVIDIA Dynamo and Inference Techniques - NVIDIA Dynamo, a datacenter-scale distributed inference framework, aims to improve the Pareto frontier of inference systems [1] - Techniques employed include disaggregation (separating LLM generation phases), speculation (predicting multiple tokens per cycle), KV routing, storage, and manipulation (avoiding redundant work), and pipelining improvements for agents (accelerating workflows) [1] Key Inference Optimization Strategies - Disaggregation enhances efficiency by separating phases of LLM generation [1] - Speculation predicts multiple tokens per cycle to improve throughput [1] - KV routing, storage, and manipulation prevent redoing work, optimizing resource utilization [1] - Pipelining improvements for agents accelerate workflows by leveraging agent information [1]

Behavioral Finance & Investment Biases - The speaker argues that people are inherently lazy and greedy, leading to a desire for instant gratification, which negatively impacts investment decisions [1][3] - The financial industry is affected by people's sentiments and behaviors, which are formed by habits [6] - Speculation is increasing among all generations due to impatience and the need for instant gratification, with a large percentage of exchange volumes being futures and options [5] - Good investment habits include regular saving, investing, and sticking to a financial plan with disciplined asset allocation [6][7] - Bad investment habits include buying based on tips, following social media influencers blindly, and deviating from a financial plan due to short-term gains [8] Investment Risks & Cognitive Biases - Greed, exemplified by over-allocation to small-cap stocks, can lead to excessive risk-taking and significant losses [9][10] - Fear of missing out (FOMO) drives people to invest in already high-priced assets, reducing the risk-to-reward ratio [10][12] - Overconfidence, fueled by market rallies, can lead to abandoning studies or jobs for speculative trading, which is a dangerous trend [13][14] - Availability bias can lead to making decisions based on recent, frequent, and extreme information, rather than a comprehensive view [17][18] - Confirmation bias leads investors to seek out opinions and information that confirm their existing beliefs, ignoring contradictory information [19][20][21] - Herd mentality can lead to scams and inflated prices, making it crucial to be a contrarian investor [23][24] - Anchoring bias, where investors fixate on their purchase price, can prevent them from selling losing investments and missing out on better opportunities [26][27] - Endowment bias, where people overvalue what they own, can hinder rational decision-making about assets [28][30] Overcoming Biases & Improving Investment Decisions - Understanding and overcoming biases is crucial for making better decisions and becoming a successful investor [15][16] - The speaker advises to control urges, delay instant gratification, and be aware of personal biases [31]

I have zero inside info, this is pure speculation. However, we will have the Kaito team on the show next week after the official announcementhttps://t.co/6dldTyxpkq ...