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Maya Parody
@mayazi
web7 investor/prompter
EntrepreneurJoined May 2007

Maya Parody’s Tweets

When they say global computer do they mean Ethereum?
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U.S. CYBERSECURITY AGENCY SAYS IT IS ASSESSING IMPACTS OF REPORTED CYBERSECURITY INCIDENTS AFTER ITALY SOUNDED ALARM ON GLOBAL COMPUTER HACKING ATTACK
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As much as we compare Canto to a planned economy that doesn’t allow for innovation and gives all of its revenue to corrupt officials (validators taking MEV higher in the preference stack over LPs), one has to give it credit for being the only part of Cosmos enticing net new users
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In this week's Chopping Block, @tarunchitra, @rleshner, @tomhschmidt and I: * Dunk on $CANTO 👎 (specifically protocol-enshrined DeFi and CSR) * Laugh at the fight over Bitcoin NFTs 🤣 * Relay LayerZero drama 🍿 This one gets spicy. youtube.com/watch?v=LHDeX7
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ZK provers are going to replace POW miners as the next energy guzzlers in crypto Few
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AI over saturation. For every web2 product an AI version straight out of YC
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Today, we are opening up public access to a new AI product we have been building called Poe. Poe lets people ask questions, get instant answers, and have back-and-forth conversations with several AI-powered bots. (1/n)
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The prevailing consensus since ‘22 bubble burst is that the next mainstream adoption will be from gamers & social apps, rather than retail investors, hence the reluctance to back DeFi. But, as we continue to see it’s financialization of everything that’s proven to be crypto PMF
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DeFi going cold is a direct reaction to the “new found risks” the conventional wisdom discovered in the crash, but it can’t be overstated how much DeFi actually proved its worth in the downturn & been one of the more adaptable apps for tradfi in enterprise.
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Only 74 DeFi projects raised money in the second half of 2022. To put it in context - there are 300+ VCs active in web3.
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Last bear market we saw DeFi emerge on the back of collateralized Eth ICO companies raised. The question is if collateralized NFTs would follow the same trajectory or become a new vertical for bad debt/valuation manipulation. Bullish but haven’t seen a design that can absorb risk
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🆙 Collateralized #NFT lending protocols like @NFTfi are heating up. The number of loans facilitated by the #p2p system nearly doubled in January in a sign of resilience for the overall NFT space. ⚠️ However, competitors @BendDAO and @the_x2y2 are gaining market share.
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This is a game changer for a lot of existing infra & protocols that rely on GETH. There’s a lot of issues with indexing & a whole lot of companies working on it, but the move even to a tier system essentially means new intermediary designs like Erigon are needed
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Good bye my previous life... #Ethereum github.com/ethereum/go-et
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Great review of the Celsius creditor report for those too lazy to read the whole thing. TLDR : * the entire company was in the red even during peak crypto bubble cuz they spent so much to pump CEL * the employees knew it was a fraud the entire time
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Like the former BOE deputy governor predicted - the first countries to mantle crypto networks will be failed countries that need to circumvent sanctions
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JUST IN: 🇷🇺 Russia's largest bank, Sberbank, to launch DeFi platform on the #Ethereum network.
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The metaphor I used in ‘18 to describe these designs is PDF compared to Word documents. I.e. we’re emulating the same structures at a higher cost just because it’s crypto for the goal of bringing more liquidity to crypto markets like stablecoin inflows for collateral
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Everyone who dissed security tokens rushing to pump Real World assets in crypto as the next big thing. Truth is “asset backed tokens” are one of the crypto primitives the regulators have a framework for, however most RWA designs are still “tokenized” with the same intermediaries
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Israelis from all walks of life, young & old, zoomers & boomers, religious & secular have been flooding the streets with flags to protest & fight for the democracy the 75 yo Israel experiment built.
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סופסוף קולו של ההייטק נשמע (🧵) ===================== רבים מאיתנו בטוחים שהרפורמה המשפטית קריטית, שנדרש תיקון ענק למערכת המשפט, שהיא לקחה כוח רב מדי. רבים בטוחים שהרפורמה מרחיקת לכת, שהיא מפרה איזונים בין הרשויות, שהיא חוצה קוים אדומים ושיש סכנה אמיתית לדמוקרטיה בישראל. (1)
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He tried a similar stagecrafted event last Friday in Tel Aviv, that backfired. All the prominent local business leaders left the meeting & publicly shared their warnings that the proposals will force capital to flee the country, including the biggest Israeli banks - unprecedented
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Nothing scares Bibi more than the international financial community. How spooked is he? He put together a meeting with French millionaires to signal new foreign money is still interested in investing in Israel, but that’s just a spin of how open his government is to kleptocracy
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Almost like the real economy isn’t slowing down enough for the Fed even if core inflation is dropping. Expect these data points to stop the Fed from pivoting back
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JUST IN: 🇺🇸 US unemployment rate falls to 3.4%.
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ב 75 שנות המדינה, בכל מחלקות, היו דעות של אנשי מקצוע לכאן ולכאן. פעם ראשונה שזה חד צדדי: כלכלנים, חתני פרס נובל, שופטים/יועמש, עובדי מדינה ומנכלים לשעבר, משפטנים, פוליטיקאים משני עברי המתרס, טייסים, הייטקסטים, עיתונאים שכולם נגד ההפיכה ואין אף אחד, אפילו לא חכ ימני לשעבר שתומך
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Barclays out with a similar report warning the new legislative proposals weakens the balance of power in Israel & local economists warning of long term consequences, especially with the planned fiscal expansion to fund orthodox raiding the public treasury
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JPM out today with a research paper warning of an Israeli credit downgrade & outflow of tech investments as a result of Bibi’s plan to weaken the judiciary. Earlier this week Bibi tweeted a fake JPM mail to justify any support for the legislation to dismantle Israeli democracy
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I had sincere hope that Elon will at least push to make the Twitter platform of data & algos open & interoperable as the move to decentralized networks & identity gains speed. But doubling down on web2 conservatism of tech to generate revenue is a bearish biz model tbh
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Starting February 9, we will no longer support free access to the Twitter API, both v2 and v1.1. A paid basic tier will be available instead 🧵
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The actual hit on Feta ads’ is hiding in plain sight as Apple & a weak economy hit demand
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I mean, they said advertising impressions were up 23% but prices were down 22%. Correct me if I’m wrong but that appears to be jamming more ads into experiences while massive decline in demand/price due to less surveillance capabilities thanks to privacy laws/tech. Bad. /3
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The ECB splitting from the Fed & BOE is a signal they’re just not ready yet to take the foot off the pedal till it’s clear inflation is here to stay. But more than that, interest in EU is still not higher than ‘08 levels at 2.5%. They have a larger buffer than others
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טוב, אנחנו יוצאים לדרך. את מלוא הפרטים תוכלו לראות בפוסט המלא בפייסבוק (בציוץ הבא 👇), אבל יצאנו לדרך. התאגדנו. קבוצה של יוצרים, הייטקיסטים, אנשי תוכן. אנחנו חושבים שהמחאה הזאת צריכה עזרה. בלספר סיפור. להפיץ אותו. להלחם במכונת ברעל. שתפו אותנו!!! הדיאם פתוח. עוד פרטים בקרוב >>
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Is Amazon getting into gaming as part of Amazon Prime? Or is this an extension of AWA support? Enterprise steps into crypto are always baffling
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[DB] AWS Looks to Hire Web3 Go to Market Specialist With Focus on 'Applications of Blockchains in Games Technology': Job Posting
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Wallets are in a race to adopt cyber security products as features. It’s like a redo of the anti virus embeds into browsers all over. But it all depends on how friendly the UX is for normies
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MetaMask 🦊 aims to be the standard-setter across crypto wallets for user privacy, security, and transparency🧵👇
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People don’t understand the risks of liquid staking before the costs of throw risks get socialized. U can’t stop it…just mitigate the pain
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Liquid staking is like cocaine - cant stop ppl from doing coke, but can mitigate damage widespread use might do to society. Requires healthy engagement. Make it illegal or try to suppress, you will get crack (CEX liquid staking) proliferating in vulnerable communities (retail)
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Skewed incentives - write expensive gas contracts to pump the rev share for the L1
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blockchains doing "revenue sharing" with projects that build on them based on how much gas they spend will probably become the new meta soon
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I’m curious if NK/Lazarus is about to leverage the enthusiasm for liquid staking diversity by re-proving they actually do their research better than some crypto investors. Liquid stakes hacks will be the new bridge hacks
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On-chain triggers for bank transfers, the Fintech & crypto merge is coming
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"The @safe will be your new self sovereign bank account" What started as a vision is today a big step closer to an indisputable reality. I just did my first regular EURO SEPA transfer triggered from a Safe transaction on @gnosischain. Great work @monerium!
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How many startups could Zuck have bought for $40B ? If there wasn’t any anti trust issues, that is…instead he’s manipulating the market price through buybacks & the market loves it
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AI prompting as Reinforcement Learning (RLHF) really is the big new capex. Hone your prompting skills
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we're starting to see top companies spend the same amount on RLHF and compute in training ChatGPT-like LLMs for example, OpenAI hired >1000 devs to RLHF their code models crazy—but soon companies will start spending $ hundreds of Ms or $ billions on RLHF, just as w/compute
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