📖 Open source. 📊 Open data. 🌱 Open finance.

tomorrow we kick this off your Nansen Points will help you do well here 👀 trade and refer

loving @TheStalwart’s chinamaxxing tourist arc

CARDS starting a J-curve run??

It’s a good day to make a trade on Nansen. Perps via Hyperliquid. Spot via Solana or Base. Just tell the Nansen AI agent what you want to trade. 🧭

Open-weights models are going to become a bigger problem for Anthropic and OpenAI going forward. 1/ Not every task requires 150 IQ 2/ 90% cheaper models at 115 IQ are often good enough The pushback to this has always been: well, margins will come from the best frontier models. But what happens to revenue prospects when government blocks your frontier models??

A huge whale is LONG on hyperliquid:native But the more interesting story is who's positioned where. Abraxas Capital, one of the most tracked smart money wallets on Nansen, is holding a $44M long on HYPE since $65. Down 14% and hasn't moved. At the same time, the broader smart money cohort is net short $21M Two groups of sophisticated traders. Opposite bets. Same asset. Nansen lets you see both sides of that trade in real time. app.nansen.ai/ref?POGQCw55c8…

crude oil approaching lowest level since war began

bruh I literally had a Fable job running 😭

we’re all just NPCs in Elon’s simulation

There’s something deeply inspirational about SpaceX having the wildest blowups early on and now the largest IPO ever. I can’t think of anything more inspirational as a founder.

i see people are upset that elon didn't generate his wealth the right way, drawing a 7 figure annual salary from a prestigious washington dc based ngo with a 25% program expense ratio

No, you don't get it. He does not have $1 trillion sitting in cash, it is 99% stock in his companies. To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined. Okay, but now Elon has $100b in cash, and can "solve the world's problems". $100b divided by the world's 8 billion people is $12 If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation. But everyone on earth could have one nice meal and you could revel in your altruism.

Things I am looking forward to: The Clarity Act The Innovation Exemption A booming market for IPOs and capital raising An AI supercycle Tokenization of all securities and new models of trading

Let’s be honest. The greatest founder of all time.

fun watching SPCX perps on Nansen FUTURE OF FINANCE Hyperliquid.

giving out $1,000,000 over the next 10 weeks just trade and refer 🧭

great to be back at @superai_conf yesterday talked about how we're making Nansen AI-native ✨ A New Way To Work ✨

backed by the best 🤝