interesting take regarding asset allocation

“This is what happens when performance is mostly driven by inflation - monetary debasement”

"Just buy SP500" has become the mantra of investing professionals advice

Thats true when you are looking at an economy where the market is driven by productivity 

I think most would be very suprised to learn that in last 25 yrs that SP500 UNDERPERFORMED gold

So for all that

interesting take regarding asset allocation

“This is what happens when performance is mostly driven by inflation - monetary debasement”

https://x.com/0x_kun/status/1905581402240036953?s=46&t=Tu8sNKds0vw9iAefWnoKsw

@xAI has acquired @X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt). 

Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at

Elon Musk

Elon is all in on AI

https://x.com/elonmusk/status/1905731750275510312?s=46&t=Tu8sNKds0vw9iAefWnoKsw

fc-updates

You can now search for tokens in the search tab!

Improvements to token searching coming soon 👀

no better place for the base trenches than farcaster

Not financial advice

It's worth pointing out that trending onchain notifications do surface things early—in some cases.

This morning we sent a notification around 8:15am PT about a new coin $GHIBLIFY created by @nounishprof.

We had a bunch of people complain that this notification was bad and/or meant the coin had peaked.

However, hours later, a prominent celebrity on Twitter bought the asset via Bankr. And the price increased.

What does this mean?

- First: not every notification will keep increasing in price afterwards. Many will gown down in price!

- It does mean that our algo is surfacing onchain activity that many other people on Farcaster are doing.

- Additionally, we now surface additional information about coins like the creator, the date created and the cast that created it (when available)

- We're going to continue iterating on these notifications—thresholds to send, what information to provide—because many people find them useful.

- If they bother you, you're free to turn them off

Studio Ghibli’d with the latest ChatGPT

Token pages got an upgrade to show more context!

If possible, we show:
- token launcher
- token creator
- token description, if Zora/Rainbow
- creation cast, if Clanker
- your balance

We’ll continue to iterate on this, let us know what’s missing!

eggs fun brought back a nostalgic theme from 2021

"how much are you earning per day in this p2e game?"

the craziest i have seen this theme play our is wolf game 

i would still love for someone to rebuild something like wolf game using frames

Meet my hen! Ain’t she a beaut 🐓

Hatch yours now and earn some $EGGS https://eggs.name/use-my-cock/JIA44WE

Warpcast

can’t send or sign txns with my warplet, keeps on getting stuck on infinite loop :(

Food

best strawberry croissant in socal don’t @ me

reply guys

No one has missed $DRB the runway is huge if it goes fully mainstream.

Billions coded. Just need a couple more positive catalysts.

faded this one because the lore was obviously a derivative of $LUM

I still think the fate of $DRB ends the same way barring an endorsement from Elon

congrats to those that print along the way

most people will get wrecked trying to chase these coins from the recent celeb support

if you’re not early early you’re usually the exit liquidity

Updated Portfolio View from @bankrbot desktop terminal v1 .8 alpha
$cool
$drb
$btcb
Love these!! $chad $bobr $bonkey $bnkr $GMB $PONCHO (so many to fully list)! https://t.co/C1PO18Gn0D

Caitlyn Jenner

most people will get wrecked trying to chase these coins from the recent celeb support

if you’re not early early you’re usually the exit liquidity

https://x.com/Caitlyn_Jenner/status/1903150714098159696

Running

Every day I ship at least one thing. Even if it’s small.

That’s why awaken is pretty good even though I’m one dev. 1% better a day. Compounds. 

Our competitors each have 20+ eng.

awaken.tax is the best crypto tax software out there. been using it for the past 3 years

@duca ships

coding awaken.tax (crypto tax) | bullish on blockchains 🐂

Farcaster

Been using warpcast more because of this screen, well made!

🦙 Launched by @itsmnjn 

$WAIFU : AI anime girlfriend (iOS/Android)
0x37fb2cfbd83dcd046f26645695f28a512a334225

🏆 #1 player of the day wins $502.2 as of now
https://alfaca.fun

Tennis

Tommy Paul serve

Such a fun player to watch

frames-v2

it seems like the next auth session doesn't load when using SIWF on a v2 frame on desktop web? session loads properly when using SIWF on the farcaster mobile app

anything I'm missing?

I Took a Photo!

Mammoth, one of my fav places in California

building @alfaca @offmarket @perl | alum South Park Commons | previously cofounder SBLY.com, eng at Stripe | peter-kim.com

Peter Kim

@peter