Dinesh Raju

@dinesh.eth

75 Following

349 Followers

Dinesh Raju pfp

it's crazy how doctors once treated patients without washing their hands but some day our descendants will wonder how we ever practiced "raw" democracy how we just voted based on what candidates said, with no personalized AI agent to clean our headsets https://dinesh.eth.limo/notes/headsets/

0 reply

0 recast

2 reactions

Dinesh Raju pfp

At a recent SG Farcaster meetup, I said it wouldn't surprise me if the global monetary policy mess we're in now needs a civil war to get sorted out @aviationdoctor.eth asked if I literally meant a civil war and I said yes Here's Ray Dalio in a piece from today

1 reply

1 recast

2 reactions

Dinesh Raju pfp

catching up on the latest crypto twitter drama be like

0 reply

0 recast

1 reaction

Dinesh Raju pfp

POV: grab driver not moving & doesn't reply to your message

2 replies

0 recast

7 reactions

Dinesh Raju pfp

https://x.com/VitalikButerin/status/1792793075007500350 I care about it

1 reply

0 recast

1 reaction

Dinesh Raju pfp

CT: crypto is useless also CT: why are the eth heads chatting on an app that uses crypto? they should stay on the one that doesn't https://x.com/CryptoDonAlt/status/1792149320159867368

1 reply

0 recast

2 reactions

Dinesh Raju pfp

0 reply

0 recast

2 reactions

Dinesh Raju pfp

"The discount rate is the foundation of all valuation & markets. If my discount rate is being warped by price insensitive buyers like the Federal Reserve with QE, it's really hard to derive signal. If I can't even get the discount rate right how can I get any other valuation right?" https://youtu.be/q8QhgE5icAQ?t=853

0 reply

0 recast

2 reactions

Dinesh Raju pfp

Spicy take from Paul Tudor Jones: "Elon Musk is probably one of the greatest human contributors since Einstein. But here's a guy who looks 1000 years in the future with space travel, but his governance goes actually back a thousand years. It's very tribal. It's all for me, you work for me, you do what I tell you."

1 reply

0 recast

3 reactions

Dinesh Raju pfp

a minimum viable plan for Fighting Chance https://dinesh.eth.limo/notes/plan-for-fighting-chance/ long-term project details subject to change will fill in the blanks as we go along

0 reply

0 recast

4 reactions

Dinesh Raju pfp

Financial nihilism and the crack-up boom https://warpcast.com/dinesh.eth/0xce6e03cf

0 reply

0 recast

4 reactions

Dinesh Raju pfp

Demetri Kofinas: In financial nihilism, capital allocation gets uncoupled from the needs of the underlying economy. This captures what we've been experiencing: the economy is increasingly not working for people even though the stock market is at all-time highs. https://youtu.be/G6HESVcM4Ic?t=258

1 reply

0 recast

5 reactions

Dinesh Raju pfp

This convo I had with @visakanv almost 2 years ago still gets referenced https://www.youtube.com/watch?v=gZO4xO45rCY

1 reply

0 recast

2 reactions

Dinesh Raju pfp

Excited to help fund SkillGarh, a training camp for outlier rural kids in India. Many of these kids don't grow up with the opportunity to aim high & reach for their ambition. SkillGarh wants to support & inspire them to change their trajectory

1 reply

0 recast

3 reactions

Dinesh Raju pfp

"When I go out & talk to people at rallies, the thing I find least appealing is certainty. People have no sense of there being a gray area or being unsure of how something should play out. It doesn't mean you shouldn't be strong in your convictions, but I think you need to leave space to be wrong and to be curious.

1 reply

0 recast

2 reactions

Dinesh Raju pfp

One lens to view the memecoin frenzy: In the late 18th century, France was heavily indebted and they solved it with money printing. At first, the money printing made everyone happy since everyone felt richer. But when did it over and over again, it didn't have the same impact and just caused inflation.

1 reply

2 recasts

4 reactions

Dinesh Raju pfp

TIL Singapore has more tanks than the UK The UK has 10X the population, 300X the area and is the world's 6th largest defense spender Lee Kuan Yew: Big fish eat small fish; small fish eat shrimp. Singapore must be a poisonous shrimp in order to survive

2 replies

0 recast

5 reactions

Dinesh Raju pfp

Absolutely wild to me that formal study of cognitive biases started only 50 years ago So much of human experience is downstream of our biases. We teach kids years of math & english, but don’t say anything about the defects that come with their headsets We’ll look back at these times as our dark ages

0 reply

0 recast

3 reactions

Dinesh Raju pfp

Sad to hear of Daniel Kahneman's passing Jonas Salk, creator of the polio vaccine once said, "Our greatest responsibility is to be good ancestors" Kahneman will be remembered as a good ancestor To honor him would be to spread his ideas far & wide so that we all make better decisions

1 reply

0 recast

4 reactions

Dinesh Raju pfp

With US debt to gdp ratio making new records, you might be wondering when politicians start worrying. From Eric Leeper (advisor to the fed & central banks): When interest payments on the debt start to chew up a large fraction of federal spending, that's when it really bites the politicians & they pay attention.

1 reply

0 recast

4 reactions