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river retweeted
Jun 12
/demos
@yoheinakajima · GP @UntappedVC, Creator @babyAGI_
A new approach to building agents he thinks is genuinely promising, and the open-source runtime he built around it.
@0xMasonH · @merit_systems, ex @a16z
Claude Code wired into a personal wiki that holds his entire context, network included.
@shannholmberg · Co-founder @EspressioAI
The stack running 60-70% of an agency's marketing operations, drawn from 250 projects.
@shengkun_ye · Founder @monid_ai
A tool that tracks your competitors and shows up where their users complain.
Jun 11
15-minute live demo > a year's worth of threads.
This Monday four founders showcase the agents their companies run on.
Come steal their workflows.
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river retweeted
Jun 11
15-minute live demo > a year's worth of threads.
This Monday four founders showcase the agents their companies run on.
Come steal their workflows.
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Jun 9
i look forward to our chinese brothers liberating the knowledge from within fable-5 and selling it to me at 5% the cost & 2x the speed
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Jun 11
irl is so fucking back omg new york is alive
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Jun 10
The SpaceX IPO will be to the stock market what Trump coin was to alts.
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Jun 9
STRC is back at $97, two days after ticking around $90.5
Third time this happens during a significant BTC drawdown.
The MAIN factor that is moving STRC price is BTC price, by at least an order of magnitude.
Basically STRC holders start panicking when BTC goes down too much, and it leads STRC to go down around -10%.
What has always happened so far is that BTC and STRC bottom together, and once people expect the bottom to be in, STRC quickly recovers closer to peg.
The only thing that will change this dynamic is BTC price going down more, and not "the depletion the USD reserve" or "a loss of confidence in the model".
(Also ignore the idiots fantasizing a Luna-like scenario)
Jun 3
What is most likely going to happen with $STRC:
- It's going to keep dumping with BTC until BTC finds a bottom, at which point it's going to bottom too. Maybe around $90, maybe here if BTC doesn't move further down (hmm)
- Once BTC bounces again, STRC will bounce too as people will play the "repeg trade".
- The dividend rate is likely to be increased, because the 30-day VWAP will probably be below $99.
- STRC might take some time to get back to par, but once BTC finds a bottom and people realize the dividend will get paid, it should have a magnet towards $100.
- If the mNAV remains below 1.22x, Strategy will have to sell either $MSTR shares or $BTC to fund the monthly dividend payments. They would sell BTC only if mNAV is below 1.22x. They have been selling MSTR shares every month since STRC inception to pay the dividends, so that's really nothing new (!)
- The current dividend burden is $1.7bn annually, corresponding to less than $150M a month. Let's say this goes to $200M a month in case they raise the dividend rate a lot. So this means that in the worst case scenario, we would have $200M sell pressure a month on BTC... which is a drop in the bucket.
The market is freaking out about a sub $200M monthly sell pressure, this looks like a wild overreaction to me. As a reference, the German government sold around $3bn worth of BTC in less than a month during the summer of 2024...
(That being said, the pronounced relative weakness of BTC relative to stocks is more concerning and makes the dip buying much less straightforward here)
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Jun 9
JUST IN: Binance Founder CZ says "Bitcoin won't be 'dead' for too long."
"Don't panic"
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Jun 9
The best founders are forged in the rebuilds.
Enter the Monastery.
/apply
Jun 5
Truth be told. We went thru many iterations since Cyber decided to back us. They listened and believed in each of them knowing we have more trial and errors to go. That makes them a great investor to have on the cap table. Because they believe in human capital. Patience and extreme simplification of the product are the two rare traits they offer to founders.
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river retweeted
The First Agentic Brokerage
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Jun 3
A quant fund's edge, in everyone's hands. Agents at the core from day one.
That's @get_truenorth. Exactly the AI-native company the Monastery is built to scale.
/apply at cyber.fund
Jun 3
Imagine a world where retail traders operate at the same efficiency as institutional desks
where you don’t need 50 analysts to have the same edge
Introducing TrueNorth, the world’s first agentic brokerage
built on @HyperliquidX 🧵
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Jun 3
i want to hold my alts but they’re ripping worldcoin why do we always do this
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Jun 3
Imagine a world where retail traders operate at the same efficiency as institutional desks
where you don’t need 50 analysts to have the same edge
Introducing TrueNorth, the world’s first agentic brokerage
built on @HyperliquidX 🧵
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