Dr. David An

YouTube video by David An Order Winner Order Qualifier PMF Matrix 140126

GM, we have developed a new framework called "ORDER WINNER & ORDER QUALIFIER PMF MATRIX" which we believe will help startup entrepreneurs on their journey to reach product-market-fit. If you are short on time, I have created a video www.youtube.com/watch?v=Kbz4...

Let's hope that anyone of those will be landing on the right spot #BTC

The ultimate problem: AI Marginal Revenue < Marginal Costs This is the essence of the #AIBubble (for non-geeks) & potential solution: Although marginal cost per token is decreasing, the total number of processed tokens (= the smallest measurable unit of data ...

www.linkedin.com/pulse/ultima... The ultimate problem: AI Marginal Revenue < Marginal Costs #AImodels #chatgpt #openAI #Claude

We keep talking about the toxicity of government debt but if you look at this daily transaction: Debit mortgage loan (asset) ↑ & credit customer deposit (liability) ↑ this is essentially creating money out of thin air.Fractional reserve banking is what will always cause bubbles

Will Web3 ever reach mass adoption ? According to Dappradar in Q3 2025, Web3 or crypto has 18.7 million active wallets per day, which is down 22.

www.linkedin.com/pulse/web3-e... Will Web3 ever reach mass adoption ?

Tether gets junked by S&P Collateral damaged

ouch , Tether gets junked by S&P #stablecoins
www.ft.com/content/086f...

The ones who were celebrating tradfi institutionals getting into crypto big time (~1.5 yrs ago) are the ones now who are whining huge because of fleeing capital. You will shill once again as soon as they return

Before #crypto became big, I never listened to technical analysts. Unfortunately, due to the predominantly speculative nature of crypto, technical analysis has become the leading narrative of the street. This needs to change

The adhoc lowering of tariffs shows the lack of a nat’l emergency caused by exports to the US. Only if Supreme Court is braindamaged can they argue in favor of a bypassing of Congress who has the sole power to impose global tariffs as a means to generate national revenue

In other words, US stablecoins imbalance, generalization of debt will be on our daily agenda while I will still keep dreaming about that one day I can pay my bills with Satoshi at the supermarket. Not sure if i am cynical here or still full of idealism

who dont want to have their parents leave during their first Kindergarten days, the ECB is pushing a CBDC which might go live in 5yrs costing billions of euros - with a „big brother is watching you coin“

that gives me heartburn and crypto endorphin at the same time. And make no mistake, bank tradfi systems are so shitty, tokenization is just a matter of time. And while we in Germany still hangon to our combustion engines like children

Now, why am I writing this: while we as crypto people party on re stablecoin adaption which hopefully drives crypto mass adoption we have been waiting for for so long, it comes at a price of generalization of US debt onto overseas shoulders at a magnitude

ts clear what will further happen. More devaluation of debt, more debt in itself (because they cant live without the debt pill anymore) higher monetary supply and so on and on. And btw there is 38 Trillion US government debt outstanding. If you add private and bank debt, its probably 2x.

wrote a paper in which he suggests US treasury bond holders should pay a fee to hold their bonds. Yes, pay a fee. Once Powell‘s tenure in May 26 expires, (who lowered interest rates today without any knowledge of labor stats since Trump wont publish data on time anymore) i

Not 100% sure about transparency of reserves but Tether is already 17th largest holder of US treasury bills). Moreover, the $ is already on its devaluation spree ( since start of year $ vs € has lost 14% already!) and the chap called Miran that Trump instantiated as Fed Governor

Esp, given the dominance of USDT which is strong in Asia, Latam, MEA, this kind of makes sense. If you think this through: this means that stablecoins (with asymptotic 700m eurostablecoins) is primarily a generalization of US public debt among overseas investors.

While US treasury bills are bought ~30% by foreign investors, afaik there is no public data what the geographic sources of onramp to US$ stablecoins are. My guess is its reverse: ~70% of stablecoins in circulation if not more originate from fiat currencies outside of the US.

In a way yesterdays‘ market crash was a good stress test for coins which are based on pure speculation. Tariffs, arbitrary and clueless geopolitical leadership will continue to cause disruptions further. There is a reason why #Buffet sold equity & holds $300b in cash

#tariffs

everyone! As a speaker, I’m especially looking forward to connecting with the community and growing my network.
🎟️ Save 25% with the discount code SPEAKER25. Tickets are available on the TUM Blockchain Conference website #tumblockchainconference #web3 #blockchain #tumblockchain

It brings together the next generation of builders and thinkers in Web3 in a non-profit setting where technology and open discourse take center stage.
📚 With 5 tracks: Education, Research, Ecosystem, Applications, and Regulation, this conference offers a learning experience for

I’m excited to announce that I’ll be speaking at this year’s TUM Blockchain Conference, hosted by the
@TUM Blockchain Club!
📍 The event takes place on September 11–12 at the House of Communication in Munich 🥨

While the crypto industry is partying Stablecoin adoption, firing this Fed Reserve governor points at the loss of central bank independence towards interest rate slips & inflation

Ronin’s Newsletter | Ronin Network | Substack Ronin Network News and Updates. Click to read Ronin’s Newsletter, a Substack publication with tens of thousands of subscribers.

Ronin is evolving from a gaming-centric, Ethereum sidechain to a full-fledged L2
blog.roninchain.com

Dracoon Ventures invests in Exotic Vaults in seed round A new decentralized exchange is aiming to make real-world assets easy to buy, sell, and trade anywhere in the world.August 12, 2025 – Dracoon Ventures, through its investment vehicle Dracoon Ventures ...

Happy to announce our seed investment in Exotic Vaults via our investment DAO. Please read www.dracoon.ventures/post/dracoon... Why did we invest ? Because the founders are persistently, consistently delivering on their promises with results, quality and a great passionate team #rwa

since i do not trust IT, i asked it to provide sources that i could check. Here is an interesting overview of crypto ownership among socio-demographic clusters

Beyond the Launch: A Cross-Venue Analysis of Token Listings Post-Binance Alpha & IDO *By @OneCryptoNomad from IOSG Ventures

Beyond the Launch: A Cross-Venue Analysis of Token Listings Post-Binance Alpha & IDO medium.com/@xinyang_732...

Some price push thanks to an investment by Animoca of #coolcats #NFTs #NFTCollectors

ChatGPT Tips | Artificial Intelligence (@yourchatgptguide) on Threads 1. Introduction to Generative AI Learn about Generative AI in a simple, short course. Discover how to make your own AI apps with Google Tools. Finish it all in just 45 minutes! https://www.cloudskil...

free google AI courses. Looks interesting www.threads.com/@yourchatgpt...