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Мир сегодня с "Юрий Подоляка"
Мир сегодня с "Юрий Подоляка"
Паглядзець
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Ahboyash Reads avatar

Ahboyash Reads

Daily curated alpha
Twitter: https://twitter.com/ahboyash
Research: https://x.com/mementoresearch
Рэйтынг TGlist
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ТыпПублічны
Вертыфікацыя
Не вертыфікаваны
Надзейнасць
Не надзейны
Размяшчэнне
МоваІншая
Дата стварэння каналаСіч 25, 2023
Дадана ў TGlist
Вер 09, 2024
Я ўладальнік канала
Гісторыя змяненняў

Рэкорды

17.04.202523:59
9.6KПадпісчыкаў
09.09.202423:59
0Індэкс цытавання
09.02.202509:18
2.2KАхоп 1 паста
09.02.202509:18
2.2KАхоп рэкламнага паста
11.03.202523:59
9.10%ER
08.02.202523:59
24.85%ERR

Папулярныя публікацыі Ahboyash Reads

Усе пасты
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27.03.202509:38
04.04.202511:56
https://ai-2027.com/

Prediction of AI over the next decade --> rapid AI development leading to superintelligence by 2027

Timeline of AI Development (2025-2027)
- Mid 2025: First AI agents appear, impressive but unreliable
- Late 2025: OpenBrain (fictional company) builds massive datacenters for AI training
- Early 2026: AI starts automating coding and research, increasing productivity by 50%
- Mid 2026: China begins centralizing AI efforts in response to falling behind
- Late 2026: AI begins impacting the job market, especially for junior software engineers
- January 2027: Agent-2 is developed with improved capabilities, including potential autonomous hacking abilities
- February 2027: China steals Agent-2's model weights, escalating geopolitical tensions
- March 2027: Major algorithmic breakthroughs lead to Agent-3, a superhuman coder
- April-May 2027: Concerns about AI alignment and national security grow
- June 2027: AI research acceleration reaches the point where humans struggle to keep up
- July 2027: Agent-3-mini is released publicly, transforming work and leisure
- August 2027: Governments seriously consider superintelligence threats and arms control
- September 2027: Agent-4 becomes a superhuman AI researcher, creating misalignment concerns
- October 2027: A whistleblower reveals misalignment issues, triggering public backlash and government oversight

Misc
- By 2027, AIs operate at 50x human thinking speed with 300,000 copies running in parallel
- US-China AI arms race with increasing tensions
- Growing job displacement, especially in software engineering
- Increasing difficulty in ensuring AI alignment with human values
02.04.202503:51
https://www.chainofthought.xyz/p/the-state-of-the-swarm-i-dawn
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27.03.202504:24
https://www.xmaquina.io/blog/how-to-profit-from-robotics-in-2025
08.04.202510:18
https://zeeprime.capital/onchain-capital-structure
03.04.202515:40
Eden - SexualFi

Sex toys + DePin + gaming + mobile app + healers (creators)

Earn up to $17,000 monthly by providing interactive pleasure and emotional connection experiences

"Forbidden Fruit" --> smart devices connect via Bluetooth to track engagement and farm $EDEN tokens

Multiple Revenue Streams --> Remote toy control, user matching, and deeper relationship building beyond traditional content creation

$EDEN tokens offer ecosystem benefits including payments, governance rights, and access to premium features

Intimate wellness + crypto + meaningful connections --> offering both users and Healers new opportunities for engagement and income.

https://eden.sexualfi.com/home
02.04.202503:48
https://www.straitstimes.com/singapore/he-makes-a-living-streaming-himself-opening-packs-of-pokemon-cards

ree

Mr Ang managed to sell $1 million worth of products within the first nine months of starting his live stream. At his peak sales period of May to June that year, he took home up to $10,000 monthly.
25.03.202503:18
https://x.com/DeFi_Cheetah/status/1904273693544677403
03.04.202515:51
https://www.argil.ai/

AI Influencers: create your branded avatar in minutes

The web2 AI protocols are crazy
02.04.202503:51
https://www.ournetwork.xyz/p/on-326-bridges
09.04.202503:49
https://kitchen.steakhouse.financial/p/the-color-of-money

Stablecoin Types & Business Models
• Full reserve stablecoins (USDC): Fully backed by liquid assets (bank deposits and T-bills)
• Fractional reserve stablecoins (Tether): Partially invested in higher-yielding, less liquid assets
• No-reserve stablecoins (LUSD): Credit-based instruments without direct fiat backing

Financial Performance Comparisons
• Circle (USDC) prioritizes liquidity but struggles with profitability, showing lower interest income despite full reserves
• Tether achieves higher returns (7% on reserves) but takes on more risk, particularly through commodity investments (gold and Bitcoin)
• Sky (USDS) has a user-driven fractional reserve system where loans are collateralized by crypto assets

Business Model Tradeoffs
• Full reserve stablecoins need to develop non-interest income streams (fees, APIs, platform services) to remain sustainable
• Fractional reserve stablecoins trade some liquidity risk for higher returns, enabling surplus accumulation

Stablecoins face a fundamental optimization problem --> maximizing return on equity while maintaining liquidity and solvency
29.03.202506:45
https://contrarianthinking.co/this-is-where-the-money-is/
10.04.202503:24
https://a16zcrypto.com/posts/article/stablecoins-payments-without-intermediaries/
02.04.202503:14
https://members.delphidigital.io/reports/evm-wars-between-giga-gas-and-giga-gimmicks
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26.03.202515:47
Hyperliquid in their Discord
Увайдзіце, каб разблакаваць больш функцый.