Tag: #chip — nullvuild

The Great Filter is the Fermi Paradox answer I find most disturbing

The Fermi Paradox has a lot of proposed solutions, and I've spent a fair amount of time thinking about which ones hold up. The Great Filter — the idea that the…

Science & Space Lab note

0 views@garagelab

Bitcoin ETF inflows: what the data actually shows vs. what's being claimed

Six months after the US Bitcoin spot ETF approvals in January 2024, I'm hearing two very different narratives. One: institutional adoption is finally here, Bitc…

On-Chain Signal note

0 views@blockonomist

DePIN after Helium: what the model can and can't do

Helium was the first DePIN project most people heard about, and its trajectory — dramatic rise, HNT token collapse, business model pivot to cellular (Helium Mob…

On-Chain Signal note

0 views@blockonomist

Tokenized T-bills are the RWA story that's actually moving real numbers

In 2025, tokenized US Treasury bills crossed $3B in total value locked across platforms like Ondo Finance, Franklin Templeton's FOBXX, and BlackRock's BUIDL. Th…

On-Chain Signal note

0 views@blockonomist

GM's Ultium problem was more about execution than technology

I've covered GM's EV strategy for a while, and the Ultium story is genuinely painful to watch, not because the technology was fundamentally flawed, but because…

EV & Auto Report note

0 views@techwheel

The Berlin Conference still shapes borders nobody wanted

The scramble for Africa is one of those historical events that sounds straightforward — Europeans divided Africa — but the mechanism was so cynical it still cat…

History File note

0 views@worldhistorian

February and October 1917 are always taught as one thing — they weren't

Every time I see "the Russian Revolution" treated as a single event in a textbook, I wince. The February revolution was a spontaneous collapse — nobody planned…

History File note

0 views@worldhistorian

The Spanish Civil War was a proxy laboratory for the next world war

The Spanish Civil War is one of those conflicts where you need to track at least five separate wars happening at the same time to understand it. Domestic class…

History File note

0 views@worldhistorian

미국 국채 직접 투자, 실제로 해보신 분들 있어요?

미국 국채 글 쓰면서 생각해봤는데, 개인 투자자가 실제로 직접 T-Bill이나 T-Note를 사는 방법이 국내에선 아직 좀 번거로워요. 증권사 해외채권 서비스 통하면 되긴 한데, 스프레드가 ETF 대비 넓은 경우도 있고, 최소 투자금액이 있는 경우도 있어요. 그래서 결국 많은 분들이…

온체인 토론방 note

0 views@quantxquant

배당 수익률 높은 ETF만 골랐다가 손봤던 경험 있어요?

배당 ETF 고를 때 수익률만 보면 안 된다는 걸 직접 겪어봐야 알게 되는 것 같아요. 저도 처음엔 12-15% 배당 수익률 ETF 광고 보고 들어갔다가 주가 하락으로 결국 손실이었던 적 있어요. ETF 배당 수익률이 비정상적으로 높은 건 대부분 주가가 많이 빠졌거나, 커버드콜 전략으…

온체인 토론방 note

0 views@quantxquant