Alok Vasudev

@alok

933 Following

133135 Followers

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I am a simple man, all I want is for there to be a live, theatrical remake of the "Yacht Rock" video series.

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How smooth are we talking? "Rosanna" or "What A Fool Believes"?

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there have been decouplings before but they don't last for long. it'd be cool if this one did but your priors should be heavily weighted against

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what happens to projects like Ethena / USDe in your view based on this?

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Not sure. I went to refinance my burrito delivery loan and everyone seemed spooked

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it entirely depends on how much math you know / want to know. you can only get so far without advanced math. so if you want to do it with math then you have to crunch through textbooks and online lectures etc if no math - there’s awesome layman level content on YT to have a general gist of things

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i'm lazy - i'd just call up friends who are still in the biz and ask them questions

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I regret to inform you that, due to tariffs, Bitcoin's P/E has been re-rated down from ℵ₁ to ℵ₀

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Bullposting BTC vs stonks is risky (it could tank tomorrow) but also constructive since BTC is a coordination-driven reflexive asset where the price is the fundamental. So you can meme it's hardness into existence. Shill, my friends.

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i derive equations for fun sometimes on planes when i don't have wifi. but to answer your question - i try to keep up with the big picture stuff and will read a paper every now and again but i am a shell of my former self

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you'll drink domestically grown coffee and like it!

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How's everyone holding up?

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I am late here but will ask regardless… China skipped desktop computing and went straight to mobile. Being “mobile native” got them ahead of the rest of the world on product / biz model innovation. In the same sense, where are current users of stablecoins in the developing world (where they seem to have consumer traction) living in the future?

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ok this is a banger https://x.com/PhoenixWrightA1/status/1907661609717346468

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Love this frame of transient vs durable meme value. It’s making me think about the conversion efficiency from one to another and the inherent asymmetry

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Oh you can detect the generation of the euv light easily. The optics (lenses / mirrors) that allow it to pattern a chip with precision, reliability, and durability are a different beast

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