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antoniuschan99

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Bitcoin's Security Budget Transition: From Subsidy to Sustainability

cantonius.substack.com
1 points·by antoniuschan99·5 maanden geleden·1 comments

comments

antoniuschan99
·4 maanden geleden·discuss
It could turn a 1M context system to a 4M context system. TurboQuant-style KV-cache compression makes longer context windows cheaper to serve. Not exactly sure how much increase in context size though.
antoniuschan99
·5 maanden geleden·discuss
Bitcoin’s early growth was driven by capital-base asymmetry, engineered scarcity, and reflexive adoption. As issuance declines over coming decades, the network transitions from a subsidy-supported growth phase to a maturity phase where security must be sustained by fee demand, price stability, or structural evolution. By 2040, Bitcoin’s long-term security budget becomes the central economic test. The article explores three potential equilibria: a fee-dominant sovereign settlement layer, convergence with gold as a reserve anchor, or perpetual issuance models such as tail emission — while acknowledging the political constraints around altering Bitcoin’s monetary design.
antoniuschan99
·5 maanden geleden·discuss
How is the web search functionality? I have only used deepseek to lower costs from gpt api but had to incorporate a serper to actually do web searches
antoniuschan99
·6 maanden geleden·discuss
Before the invasion, influence and control was iraqi state owned. Afterwards, it was controlled by the US government up to ~2011. Then the western oil companies had influence. So sure they didn’t use it but they can dictate where it goes.
antoniuschan99
·7 maanden geleden·discuss
Spot Silver has decoupled from Shanghai India and London. It’s diverged to ~$8.
antoniuschan99
·7 maanden geleden·discuss
Will be interesting. Also the Paramount Skydance takeover bid is still pending. Paramount is ~15 billion market cap and the deal for Warner is ~77 billion.
antoniuschan99
·7 maanden geleden·discuss
Also interesting that tether is the private largest holder of gold at 14 billion $ xaust
antoniuschan99
·7 maanden geleden·discuss
Here’s a good infographic on how dominant SpaceX is in the launch market

https://www.reddit.com/r/SpaceXLounge/comments/1iarntp/orbit...
antoniuschan99
·8 maanden geleden·discuss
It’s about productivity and increasing it to be more competitive against other nations. Look at South Korea. No natural resources so post war plans was to base the future on human capital. It’s why the density and workforce is concentrated in Seoul.
antoniuschan99
·8 maanden geleden·discuss
AI build out is more of an extension of datacenter build out though. All the hyperscalers lead AI build out.

Fiber dailed because the telcos overbuilt and demand lagged. When Amazon introduced AWS it succeeded right away because there was lots of demand.

Jeff Bezos Ted Talk 2003 - https://youtu.be/vMKNUylmanQ
antoniuschan99
·9 maanden geleden·discuss
Waiting for Grok to be CEO. It got Linda to step down
antoniuschan99
·10 maanden geleden·discuss
Try using this you just need an esp32 devkit nodemcu style pcb. It measures movement though.

https://github.com/espressif/esp-csi
antoniuschan99
·3 jaar geleden·discuss
Either a dfrobot: https://www.dfrobot.com/product-1385.html or M5Stack: https://shop.m5stack.com/products/earth-sensor-unit https://shop.m5stack.com/products/watering-unit-with-mositur...
antoniuschan99
·4 jaar geleden·discuss
Another idea is ramping up the cbd over time. Or taking 1:1 and eventually high cbd low thc.
antoniuschan99
·8 jaar geleden·discuss
That is true I think because of what happened to ZTE earlier this year.