Felipe ~ @Felipether Twitter profile

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Felipe ~

@Felipether

5 years

🌊 A “stock-to-flow debacle” has taken crypto-twitter by storm. The meme achieved superior performance in nocoiner conversion… …and flooded your timeline with 🔢math, 💎minerals and 🔥heated opinions you may not understand. Time to slash FUD and review some of the #stats :

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Felipe ~

@Felipether

3 years

🦧 @coordinape came out of @iearnfinance . 📸 @SnapshotLabs came out of @BalancerLabs . 📨 Disperse was made by @bantg . The most useful "DAO tooling" are likely the side-projects DAOoooors themselves are working on.

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Felipe ~

@Felipether

2 years

@CoxinhaNerd @vitor__bassi Sugestão: joga no google antes de postar na próxima vez. Art 36 fala de regime semiaberto. Calúnia é definida no 138, não 342.

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Felipe ~

@Felipether

2 years

@AutismCapital pretty reasonably sized

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Felipe ~

@Felipether

6 years

1/ 📝 Just published “Visions of Ether” on #tokeneconomy . The article goes through major narratives that have shaped the growth of Ethereum over the years, inspired by @nic__carter and @hasufl ’s previous work on Bitcoin.

⟠ Visions of Ether

How major narratives of Ethereum and $ETH have evolved over time.

tokeneconomy.co

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Felipe ~

@Felipether

6 years

1/ Bubbles burst only once. Bitcoin has 'bursted’ many times. After a handful of bear & bull seasons, we now have crypto-native indicators to track market emotions, imbalances and cycles. Let’s have a look at some useful ones 👇

📈 5 crypto-native indicators to enrich your market cycle analysis

Reviewing Thermocap | MVRV-Z | UTXO Age Distribution | NVT Signal | Network Momentum… and no ‘market cap‘.

medium.com

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Felipe ~

@Felipether

3 years

🇸🇻 El Salvadorian surf citadel 👀 @BitcoinCitadel_

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Felipe ~

@Felipether

3 years

👾 I used to assumed “Metaverse property” would emerge top-down - like Blizzard embracing NFTs & “hey here’s your portable items, go play/resell them wherever” Instead it’s coming to fruition bottom-up - the owners of valuable “items” themselves building the games/movies/worlds

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Felipe ~

@Felipether

1 year

This low-profile billionaire is one of my business idols. From being #Bitcoin "Patient Zero" in Silicon Valley, to owning a Chilean castle... ... here are 7 little-known facts about Wences Casares 👇

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Felipe ~

@Felipether

3 years

1/10 10 criteria for evaluating on-chain generative art 1 | ARTISTIC MERIT (proof-of-work) Did it take time and work to produce? Does the collection strike a good balance between variability and cohesion? 🧵

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Felipe ~

@Felipether

3 years

Satoshi broke the law. Creators of non-state currencies had been jailed before (Liberty Reserve, e-gold). Yet, here we are. Soon, access to apolitical money may become a “basic human right”. Just like it happened with the internet. What does that tell you?

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Felipe ~

@Felipether

4 years

3 hard truths about Grayscale: 1 - They're NOT damn gobbling up all of BTC's supply. ~80% of the money it reportedly pulls in do not make up for any buy pressure. (proof attached) 👇

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta @NickSzabo4 @SGBarbour 👋 That was it, folks. Devour the texts above. Think independently. Follow @100trillionUSD , @phraudsta , @hcburger , @IntoTheLoop & @BurgerCryptoAM to keep up with their latest findings. Correct me where I'm wrong! & thanks to them for putting all out for public scrutiny 🙏

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Felipe ~

@Felipether

2 years

This 2 million sq. feet Brazilian island is on the market for U$ 4.5M Comes with a 8000 sq. feet mansion, 3 smaller houses, a beach, a helipad and a freshwater source "Ilha da Almada" if you want to google @BitcoinCitadel_

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Felipe ~

@Felipether

5 years

1/ Many dismiss Filecoin for "taking years" after one of the biggest ICOs ever. I actually think @protocollabs is doing a great job at (1) consistently shipping; (2) attracting world-class talent; (3) orchestrating a big team at a fast pace; (4) getting their stuff used! 👇

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean But it was @100trillionUSD who finally laid out the digital SoV thesis in a language that appealed to money managers worldwide. Visualising BTC’s S2F X other assets also helped. In the instantly-turned-classic chart, what pops to the eye is Bitcoin’s fierce path to the #moon .

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Felipe ~

@Felipether

3 years

🪓 Brazil has the largest crypto-market in LATAM. It’s heatin’ up, in 30 d👇 @MercadoBitcoin 🇧🇷, 10yro, 2M+ users, raised $200M (locals) to expand via bank-like services @RipioApp 🇦🇷 (DCG, Draper) acquired the runner up exchange @Bitso 🇲🇽 raised $63M (DCG, Kaszek) to grow in BR

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Felipe ~

@Felipether

3 years

visualising @dgntec 's "Bubbleception Theory" (in the context of NFTs)

Luiz Ramalho

@dgntec

3 years

4/ This played out on DeFi Summer (remember @DegenSpartan “3 year bear market”?). It played out again now, with NFTs also being part of the game We’ll see a series of bubbles as the market evolves. A series of bubbles within the mother of all bubbles. Bubbleception.

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Felipe ~

@Felipether

3 years

I hadn’t been intrigued by a NFT project since @robinsloan ’s amulets 🧿✍️ @framergence mashes up generative art with deflationary economics. Don’t be fooled by the grotesquely simplistic graphics. The fun is in the darwinist game being played behind the scenes 👇

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Felipe ~

@Felipether

4 years

🇧🇷🔈 @VascodaGama ( @saifedean ‘s favourite soccer team ⚽️) is the FIRST in Brazil’s first division to be sponsored by a legit Bitcoin business 👀

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Felipe ~

@Felipether

3 years

🇧🇷 Brazil ain’t for amateurs. Town was attacked yesterday night. Gang of ~30. Bombs, bazookas, human shields. National Bank stolen. ~U$200k dropped in the streets ( #LaCasaDePapel ). Peasants were arrested. Police has no idea who did this. Robbers flew thru “jungle” 😳 #Criciuma

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Felipe ~

@Felipether

6 years

#Web3Summit was among the most vibrant gatherings of hackers + social engineers I’ve been to. No sponsors (aside from the suspicious boat nearby); free entrance to those who needed; inspiring venue; variety and depth of content. Tks @AsherT and all @Web3Foundation for the work 🙏

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Felipe ~

@Felipether

5 years

"Ethereum is the worst system, except for all the others: Messy founding story; Dis-organisation; Official website is embarassing; But the mere fact it survived the people who started it, and still shook the world... is astounding." @ricburton is on 🔥

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Felipe ~

@Felipether

3 years

The most legendary #BTC chart in history. 7 years ago. Trololo warned us. U$10K in 2017. U$100K in July 2021.

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Felipe ~

@Felipether

6 months

bag secured 💍💚

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Felipe ~

@Felipether

4 years

📊 charts that define 2020

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Felipe ~

@Felipether

4 years

🏆 TOP 10 most egregious projects people will (one day) laugh of having thrown money or time into @ #DeFiSummer 2020 👇 10. $AMPL 🌀 9. $SUSHI 🍣 8. $YAM 🍠 7. $PASTA 🍝 6. $APE 🦍 5. $MEME 🍍 4. $YFx (the 100s) 🍴 3. $SMOL 🧠 2. $TEND 🍗 1. $FEW 🤫

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Felipe ~

@Felipether

5 years

S2F is a measure of scarcity applied to commodities. “in how many yrs, at current production levels (flow), will the market add *new assets* equivalent to all current outstanding assets (stock)?” @TraceMayer , @Saifedean flirted w/ applying it to BTC...

Stock to Flow Ratio – A Primer - The Gold Standard Institute International

The importance of gold’s stock to flow ratio is greatly underestimated. I first came across the concept in 2009 at a lecture by Professor Antal E. Fekete in Szombathely, Hungary. It fascinated me and...

goldstandardinstitute.net

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Felipe ~

@Felipether

3 years

🎨 Historians, take note: here’s some serious sh*t going on in Ethereum-land. There’s a bubble in NFTs, sure; but bubbles are rarely in vain. 📚 @larvalabs , @beeple & co. will go down in the books for pioneering what marks a new chapter for art.

🖌️ Ethereum's Artistic Renaissance

How a generation of creators reinvented art's business model and made history on the Ethereum blockchain.

felipether.medium.com

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta 1️⃣ Bitcoin hasn’t ever had a pricing model debatable at this level. Metcalfe Law, MV = PQ, you name it... 👶 S2FM is embryonic, but may welcome many skeptic money managers into Bitcoin. These can now at least envision an answer to: what drives BTC value? How to quantify it?

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Felipe ~

@Felipether

6 years

1/ 2018 is a big year for p2p online video. The 1st distributed network of transcoders just went live on the ETH main net. A phenomenon: those who have no clue what transcoding is are freaking out about video + blockchain. Those who do are skeptic blockchain will help it anyway.

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Felipe ~

@Felipether

3 years

📈 Since April, @framergence 's floor price shot up +10x. 20% of its supply is gone 🔥 The n-1 burn mechanic has now been iterated on (willingly or not) by MANY NFT projects (e.g. @GoblinGoons ) Now, its creator is pushing the boundaries again. Time to learn about @AvidLines 🧵

Felipe ~

@Felipether

3 years

I hadn’t been intrigued by a NFT project since @robinsloan ’s amulets 🧿✍️ @framergence mashes up generative art with deflationary economics. Don’t be fooled by the grotesquely simplistic graphics. The fun is in the darwinist game being played behind the scenes 👇

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Felipe ~

@Felipether

28 days

gm 🌊

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech Cointegration doesn’t PROVE a non-spurious relationship - just fails to disprove it. In statistics, you don’t prove stuff. You try - and fail - to disprove it, over & over. No cointegration might have invalidated the model. But the opposite isn't true.

PlanB

@100trillionUSD

5 years

@CHRISTYXY The cross asset model is just 5 assets, that is a little low, please take the very high 99.5 R2 with a grain of salt. The time-series model currently has 122 data points, so that is ok. Note that the high 95% R2 is nice, but the cointegration is what's really exciting!

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta 2️⃣ All models are wrong. Some are more useful than others. 🎯 Don't expect any S2F price forecast to be exact in a particular date. 💪 Expect the model to be wrong with certain frequency. Also, to improve with new data (this is still out for jury).

hcburger

@hcburger1

5 years

@phraudsta @InTheLoopBTC @100trillionUSD @BurgerCryptoAM Nick, predicting the future price of bitcoin is *not* a physical law. Uncertainty is a necessary component. That's why one says that every model is wrong, but some tend to be useful. A model that does not adapt to data is a broken clock: it always predicts the same thing.

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Felipe ~

@Felipether

4 years

@hbredda

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Felipe ~

@Felipether

5 years

🤔 So buying DOTs is a diversification play for the @AragonProject Foundation. You know, "DOTs have shown uncorrelation with ETH and BTC". Are any $ANT holders swallowing this 💩? Am I wrong in sensing dishonesty here? 🚨 Spoiler: DOTs are SAFE paper contracts. Not live yet.

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD S2F is a *metric* that applies to most non-renewable commodities. The S2F *model* is planB’s ingenious touch. Regressing the S2F of BTC against Mcap, he found a (well fitting) linear correlation. It makes forecasts when extrapolated. Today, ~ $11.6k

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Felipe ~

@Felipether

5 years

I find this story fascinating in the context of Bitcoin. Brazil went through decades of inflation till someone had an idea: fake a currency that's trustworthy. Once people get used to it, tell them it's now true. And everything shall be priced in it.

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Felipe ~

@Felipether

3 years

a 19yro was the 1st dev on Bitcoin after Satoshi (Martti) a 26yro persuaded the 1st president to declare #BTC legal tender (Jack) a 28yro climbed to the world's top100 rich list thru his exchange and will likely donate it all (Sam) #Bitcoin doesn't give a fuck about your age

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Felipe ~

@Felipether

6 years

1/ Have overheard a lot of comments like the one below, recently. More: "Cryptoeconomics is a delusion". “T.E. is a deceptive tool/framework". "There’s just 'not enough data points’”, a fellow investor told me. Walked him through 4 neat live cases 👇

rufoguerreschi

@rufoguerreschi

6 years

@anishmohammed @trentmc0 @DimitriDeJonghe Token engineering has not come a long way, but a long side way, distorted by greed-fueled scammers. Some great initiatives have been mixed with a large majority of terrible ones, without proper way to have best raise rather than ones with bigger PR budget.

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Felipe ~

@Felipether

6 years

3/ ⏳ $ETH has been attached to seven distinct (but overlaping) themes since 2014: Bitcoin 2.0; dApps (world computer); DAOs; Crypto-crowdfunding (ICOs & STOs); Utility tokens & crypto-collectibles; and, more recently, Radical markets.

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Felipe ~

@Felipether

4 years

👶 #bitcoin 's first decade of financialization

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Felipe ~

@Felipether

5 years

💎🎧 Sharing my secret top 12, gem-filled CT-playlist to see if I hit 1.000 followers: 1/ Bitcoin pls go to moon (Anthem) 2/ Ode to Satoshi (Country) 3/ Shitcoins in India (Dance) 4/ Vitalik Clapping (Dance) 5/ Moedas Digitais (Funk) Turn volume up and feed your meme-spirit👇

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Felipe ~

@Felipether

5 years

@hbredda Ja devia ter parado. “Black hole”, “Black-Scholes”, e derivados de “pé-de-breque” também não pode. Ah! E cuidado com o “Alaska”. Anexado pelos EUA nos 1860s, carrega o miasma do colonialismo (ignorarão o fato de que foi comprado!...). 👮‍♂️🧠🤦‍♀️

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @100trillionUSD rebutted quickly. You rarely overfit a linear regression over 100+ datapoints. Illustrating: a model with *only* data from 2009-2012 would’ve produced good enough predictions till today.

Nick Ciphernom

@ciphernom

5 years

@IvanOnTech @Bitcoinfuture9 @100trillionUSD @tores_mores Overfitting is a problem in OLS when there are more than two IVs

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Felipe ~

@Felipether

1 year

We created a new indicator to measure the financial vulnerability of DAOs. It's called "EXPLOITABILITY". And tracks how lucrative it is to pillage a common treasury. SPOILER: one of the major DAOs seems particularly "exploitable" 👀 Here's how the metric is calculated 👇🧵

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Felipe ~

@Felipether

3 years

boolish on the 'cultural cauldron' at @FingerprintsDAO fun fact: this GIF rehashes the legacy of @autoglyphs , @_deafbeef and obviously @supergremplin in one simple piece

Fingerprints

@FingerprintsDAO

3 years

Straight from the hole 🕳 to our community! He’s 🧐 foot tall, weighting in at 🤗 pounds and drawing out of 😎...welcome our newest member @supergremplin

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech *Overfitting* has a precise definition. Not simply “when a function is too closely fit to a limited set of data” to be reliable. Green=overfitted, black=generalized 👇 Overfitting is rarely a problem in a linear regression (w/ enough datapoints):

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Felipe ~

@Felipether

1 month

fren gifted me this i guess the hat stays on

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Felipe ~

@Felipether

6 years

Block explorers are windows into foreign chains. Some of my favourite: - 🗺️ @ethtective - addresses and txs in a map - 🦹‍♀️ @MyCrypto 's @MoneroVision - the vintage feel - 💺 @Blockchair - a colourful classic - 👔 @Blockstream #Liquid - sleek and sober

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Felipe ~

@Felipether

2 years

@CoxinhaNerd @_Danilopinto @carolmoreira3 Errado 👇

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Felipe ~

@Felipether

5 years

@hbredda 👁👁 👁 👁 👁👁 👁 👁 👁👁 🔥 🔥 🔥 🔥 🔥 🌀🌀🌀 🌀 🌀 🌀 🌀 🧠🧠🧠 🧠 🧠 🧠 🧠🧠🧠 🤖🤖🤖 🤖 🤖 🤖 🤖 🤖 🤖 🤖🤖🤖 ⛓ ⛓ ⛓ ⛓ ⛓ 🔒🔒🔒 🔒 🔒 🔒 🔒 🔒 🔒 🔒 🔒

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Felipe ~

@Felipether

6 years

1/ 📺 @ParatiiVideo 's Around the Block 👉 Episode 2 is live! “Scars of Consensus” tells a brief story of @Ethereum , and poses a question: what exactly is “decentralized governance”? Something to be actively worked on? An utopia? A social construct?

Around the Block | Episode 2 | Scars of Consensus

Episode 2 consists of a brief journey through the story of Ethereum, and an overarching question: how does a decentralised network get steered into the futur...

www.youtube.com

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta 3️⃣ The premise that “BTC is a SoV, hence the model should work”, may be backwards. Given that we only model things that are a SoV with S2F, BTC may be demonstrating to be a SoV partly *because* S2F model works for it.

Nick Ciphernom

@ciphernom

5 years

@hcburger1 @mktobserver1 @eeo361 @100trillionUSD @InTheLoopBTC Well, given that we know that things that are a store of value (eg gold) are modelled well by stock to flow, and things that arent a SOV arent modelled well by SF, then it can be concluded: bitcoin is a SOV *because* stock to flow works for it.

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Felipe ~

@Felipether

23 days

stumbled upon a masterpiece in the hall today

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @Ivan_on_tech might’ve meant the model is “too much well tuned” to BTC. That’s valid: the *indicator is not new* in physical commodities, but *the model is*. We’re yet to see the correlation (SF2 <> Mcap) tested for more assets (PlanB did it for 5).

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Felipe ~

@Felipether

5 years

9/ 😎 Funk - @1thousandx First, please, thank you so much, Andreas ANTOPANOUS Antopanous Antopanous @aantonop Antopa Antopa Antopa

Antopanos

www.youtube.com

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_on_tech was among the first to articulate and air critique on the model. He pointed to the possibility of “overfitting”: we’ve only been through 2 halvings, and the sample of data for Bitcoin price history is still quite limited.

Bitcoin TRILLION Marketcap - Bullshit? 🧨 Stock to Flow Weakness and...

✅ WATCH LIVE DAILY: https://ivanontech.com/live🚀 SIGN UP FOR ACADEMY: https://academy.ivanontech.com❤️ BEST DEALS: https://ivanontech.com/deals✅ SIGN UP...

www.youtube.com

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Felipe ~

@Felipether

13 days

Great read, by one of my fav Bitcoin historians. Up there with Digital Cash (Finn Brunton) 👌

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Felipe ~

@Felipether

5 years

8/ 🔭 Cc @nlw narrative watch: Game of Stakes ( @cosmos ) Game of Replication ( @MineFilecoin ) Merkle Mining ( @LivepeerOrg ) Olympic Testnet ( @ethereum ) 🎲 “Games” as a way to get initial stake out to users and kickstart what will be a PoS-like system.

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @100trillionUSD is particularly excited about *cointegration*. 〰️ 2 series being cointegrated (BTC’s S2F and mcap here) = “they move together” (their difference is a stationary series). If they’re not, one can falsify a regression (deem it spurious).

Reviewing “Modelling Bitcoin’s Value with Scarcity” —Part II: The hunt for cointegration

Does OLS regression of natural logarithms of bitcoin price and stock-to-flow ratios result in spurious regression, or are we dealing with…

medium.com

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech More nuanced critique comes from @IntoTheLoop : he suggests the power law between S2F and Mcap, even if informative, may only reflect there are other common factors co-driving the 2 variables. How confidently can we really say Scarcity drives MarketCap?

A more modest role for Scarcity on bitcoin?

PlanB tries to get the point across that Scarcity drives MarketCap. But is it really?

medium.com

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Felipe ~

@Felipether

6 years

2/ 🎨 Static full-size image is here. Kudos to @CogumeloAlecrim for the design. Meant to be illustrative, not exhaustive. @Omni_Layer , @AugurProject , @ParityTech and others surely deserve timelines of their own 😊

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Felipe ~

@Felipether

5 years

🕺 The upcoming step in Satoshi's waltz looks dramatic. 📉 Last (ONLY) time $BTC had 3 negative difficulty adjustments in a row was 2011 (8x). Never again 3 negative reductions sequentially. Biggest reduction ever: -18,03%, nov/11. Past one (~-7%) was biggest since jan/13.

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Felipe ~

@Felipether

3 years

@framergence crossed 100 ETH in volume on @opensea , and there’s a little bidding war for one of the rarest Continuous Triangles. Currently at ~$11k (5.6 ETH) 😳 A fun fact is that the rarest pieces are with addies that didn’t mint much - most don’t seem to be on active on OS

Felipe ~

@Felipether

3 years

📐 There is only 1 perfectly aligned fractal continuous triangle ( #679347069 ). This is probably the rarest of all frams. For now. Someone can still mint a pure (1-primitive) perfectly aligned fractal continuous triangle - and out-rare this guy 🤔

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Felipe ~

@Felipether

5 months

A refreshing addition to the #Bitcoin bookshelf (Pt-BR) 🇧🇷💫 This book doubles as a primitive crypto wallet, as it comes w/ an embedded @arxresearch chip 💿 Each book-wallet holds a soulbound NFT that unlocks lifetime access to whatever else the publishing house publishes.

Paradigma Education

@ParadigmaEdu

5 months

"Um café com Satoshi" é uma antologia sobre os aspectos mais fascinantes da criptomoeda. Um artefato exótico pra colecionadores na intersecção da arte com a tecnologia São 21 capítulos, +250 páginas, dezenas de gráficos, e um acabamento diferenciado. Cada capa é única 💎

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@Felipether

2 years

@VENTURE_DAO 's whitepaper (Dec/19) pretty much nailed what would boom in Ethereum in 2020-22 - DeFi aggregator interfaces - NFT marketplaces - Crypto-gaming - Gaming scholarships 😳 DeFi TVL 150x'd 🤯 @opensea volume grew >1000x props to @ameensol @lex_node @pet3rpan_

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Felipe ~

@Felipether

3 years

NFT analytics 👇 ( @NfTommo ) connect wallet, est. portfolio valuation @Zeneca_33 daily AB updates @nansen_ai wallet profiler, trending stuff @DuneAnalytics anything custom @degendata historic charts, good filters @nonfungibles holders/sales/volume

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Felipe ~

@Felipether

5 years

🔥 Had lots of fun yesterday w/ @DuneAnalytics querying / dashboarding tool for @ethereum . One can get txs from basically ANY contract or account, and do whatever SQL entices. I made a quick panel on @LivepeerOrg bonding/unbonding/transcoding activity. @petkanics @huangkuan 👀

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Felipe ~

@Felipether

5 years

2/ @protocollabs is likely among the best funded open source efforts in history (cc @devonzuegel ). They’ve brought to life @IPLDbot , @Multiformats , @IPFSbot , @libp2p and, now, @MineFilecoin . The ICO financed the latter. But also a massive push for a more distributed web.

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta @NickSzabo4 4️⃣ Some get uncomfortable w/ a model that predicts $50K+ already <1y from now (& much +, further). To get around that, you can blame the fate of the U$ dollar (hyperinflation)... ...use kWh for measuring purchasing power of BTC (h/t @SGBarbour )...

Steve Barbour

@SGBarbour

5 years

@100trillionUSD @johnnyutahbtc We use USD because it is convenient, as we both know it will eventually hyperinflate (which is why I've advocated for kWh as a better metric for purchasing power of bitcoin :P). Regardless, your model predicts bitcoin having infinite purchasing power by the year 2140.

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Felipe ~

@Felipether

3 years

🇲🇽 back from 2 weeks offline at the longest left in Central America I wonder where the next #Bitcoin beaches will pop up 👀

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Felipe ~

@Felipether

5 years

@mdudas Funniest thing is that the report is terrible. Zero novelty, zero brain. Didn’t even bother doing something decent this time. CZ’s retweets are shameful. My 5yr old cousin can see it’s arranged. Not to mention the parts containing lies: ( @arjunblj did a great job debunking 🙏🏻)

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta used the Akaike Info. Criterion - an estimator for the quality (signal loss) of models against each other (more adequate than comparing R2s). AIC for ln(market price) ~ ln(Stock to Flow) is lower (better) than for ln(market price) ~ time

Nick Ciphernom

@ciphernom

5 years

AIC of ln(market price) ~ ln(Stock to Flow) is lower than ln(market price) ~ time, showing that ln(SF) is a better predictor than time. cc @100trillionUSD

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Felipe ~

@Felipether

4 years

Is 2020 fundamentally the best year ever for Bitcoin? - US banks green-lighted to custody crypto - 🇺🇸 vs. 🇨🇳 CBDC race sharply accelerates - @coinbase IPO - 1st Bitcoin Hollywood movie in production - @Visa 's U-turn on crypto - Largest monetary expansion in recent history ...

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Felipe ~

@Felipether

4 years

🇧🇷 Bolsonaro's word count at the Brazilian ministerial meeting's video revealed y'day: 8x "Porra" [Cum] 7x "Bosta" [Shit] 5x "Merda" [idem] 4x "Putaria" [Fuckery] 2x "Foder" [Fuck] 2x "Puta que o pariu" [Son of a bitch] 2x "Filho da puta" [idem] 1x "Cacete" [Dick] I'm cryghing

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Felipe ~

@Felipether

4 years

10 years in, and no one is yet able give a cohesive answer to “what is #Bitcoin ”? Some things can only be learnt - but never taught. 1000s of years in, and have you ever found a conclusive answer to “what is Buddhism?”; “what is time?”; etc?

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Felipe ~

@Felipether

6 years

1/ 🕒 #Ethereum archaeologists, ahoy! Here goes a brief history of @Ethereum . In a GIF. A version of this timeline is featured on the 2º episode of the Around the Block docuseries, to be released this Friday:

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta Insufficient evidence of a strong correlation b/ween S2F and Mcap for Litecoin highlights this point. LTC may not have the quality of *unforgeable scarcity* (h/t @NickSzabo4 ), and has not been established as a SoV. (this hypothesis needs + tests)

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Felipe ~

@Felipether

3 years

A wild $200M #ETH flash loan appears 📸

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Felipe ~

@Felipether

3 years

📅 DOWN MEMORY LANE 👇 Exactly 10 years ago, Satoshi sent his last e-mail, and then disappeared. Never forget why.

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Felipe ~

@Felipether

2 months

10k memecoins a day being pumped only through @pumpdotfun 😳

The Nouner

@thenouner

2 months

3/ The number of memecoins being created daily is skyrocketing, reaching over 10 THOUSAND a day! Again, that's just in the pump fun

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Felipe ~

@Felipether

3 years

🛹 at 7, Rayssa went viral with a video where she flies in a fairy costume at 13, she's the youngest Olympic medalist Brazil's ever had 🥈🥇🥉 the entire podium for street skate (F), COMBINED, sums 42 years old 😳

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Felipe ~

@Felipether

5 years

3/ While Filecoin is in development, @Cloudfare added support to IPFS. Most ETH projects use it one way or another. Js-libp2p alone has 500+ dependants on Github. @OpenBazaar , @PolkadotNetwork , @Holochain , @Keep_Project & many others rely on libp2p.

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta OK! 🧠 So now you’re familiar with the basic concepts around the S2F model. ❌🏃 And also, with how far people’ve come in trying to falsify it. 🗝️ What are the ELI5 TAKEAWAYS?

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Felipe ~

@Felipether

5 years

@pascalboyart and @TheCryptoBubble are 2 brilliant artists taking #bitcoin culture to another level.

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Felipe ~

@Felipether

3 years

⏳ Time went by. @FingerprintsDAO was established by a group of big brains to "push on-chain from Ethereum into History". The creator of these beauties joined it. @AvidLines is a child of this marriage. If @eulerbeats caught your attention back then... you gotta dive into this👇

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Felipe ~

@Felipether

5 years

6/ ZigZag PoRep is the best performing algo so far. Written in Rust, it uses bellman, a library developed by the @zcashco team for efficient pedersen hashing inside of SNARKs. Lipp2p had Go and JS implementations - since 2018 it has a Rust one too - made by @ParityTech 🤖

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Felipe ~

@Felipether

4 years

15 Things I Learned in Bitcoin's 3rd Epoch 🧵👇 (that may or may not help you in its 4th) 1/ They said it was too late in 2011. In 2013. 2016 and 2019. It's not too late. The best day to buy bitcoin is today. Be patient. You are witnessing the birth of a new form of money.

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Felipe ~

@Felipether

5 years

📢🇧🇷 São Paulo residents, tip of the week: @glenweyl is on town and will come to @cubo_network on Friday to discuss Radical Markets in the context of Brazil. The line-up also has @Edu_Gaban , @blococripto , @pedrolenhard + more stellar folks. All free.

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Felipe ~

@Felipether

6 years

Conference season has already begun in Brazil 🇧🇷 #BlockchainBrasilExperience #PrismaHub

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta @NickSzabo4 @SGBarbour …or you can choose to completely disregard a model which eventually predicts bitcoin having infinite USD value (when “flow” ends). In fact, some of the most sensible critics so far have to do with the flow denominator.

Steve Barbour

@SGBarbour

5 years

The popularized Stock-to-Flow (S2F) model is broken, so here's a fixed version.

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Felipe ~

@Felipether

2 years

Lula supporter shows ass off the bus window… … Bolsonaro supporter runs up to it and sticks the fingers in 😳 As the saying goes: “ #Brazil is not for amateurs” 🇧🇷 #Eleicoes2022

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Felipe ~

@Felipether

4 years

🇧🇷 Explicação em português do empréstimo-relâmpago que aterrorizou a #Ethereum nessa semana:

Paradigma Education

@ParadigmaEdu

4 years

🕵️ Nesta semana um "hacker" pegou emprestados ~9 milhões de reais. Devolveu eles 15 segundos depois, acrescidos de juros. Nesse meio tempo, embolsou R$ 1 milhão de lucro. Como? Usando #DeFi , na #Ethereum . O passo-a-passo ilustrado 👇

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Felipe ~

@Felipether

4 years

🏗️ The house where Maeve wakes up at, in @WestworldHBO S3 EP2, is probably the most astonishing building I've ever seen. La Fabrica / The Factory by @ricardobofill

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Felipe ~

@Felipether

5 years

☢ Before trusting ZUCK with your money, remember that before turning an adult he - Lied & betrayed; - Stole user PASSWORDS; - Assumed NO ethics; - Assumed NO biz. model; - Took RUSSIAN MAFIA money; Read this 75-page report by an old classmate NOW. 👇

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Felipe ~

@Felipether

6 years

2/ TL;DR: nobody knows about everything. The complexity of society is irreducible. We cling to mental models that satisfy our thirst for understanding a given phenomenon, and stick to groups who identify with similar narratives.

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Felipe ~

@Felipether

5 years

@TraceMayer @saifedean @100trillionUSD @Ivan_On_Tech @intotheloop @hcburger1 @phraudsta @IntoTheLoop trolled the crew by suggesting US Industrial Production can also be modelled with BTC’s S2F, and “asking” for cointegration tests to falsify the (obviously spurious) hypothesis. @phraudsta knocked the joke down with a G-causality test.

Nick Ciphernom

@ciphernom

5 years

@hcburger1 @BurgerCryptoAM @InTheLoopBTC OK - so this shows that s2f Granger-causes market cap, market cap does not Granger cause s2f or industrial production, industrial production does not Granger cause anything.

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