Joined March 2016
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markets are a beautiful thing. IPOs used to be about raising money. but once private markets were allowed to supply that capital, the alpha naturally got captured. now the IPO is the exit for privat money, and the starting line for a kind of public utility.
A 1999 IPO investor in NVIDIA still holding today turned 8,200x.
If a SPCX IPO investor were to make 8,200x within 27 years, SPCX market cap would be 14.514 quadrillion — or 145x the current global M2 money supply.
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Jun 13
accelerate. we’re going full speed towards the destination.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Jun 12
I’ve long held the view that retail will prefer options over perps. High leverage in options (feels) more manageable in that you can play the game longer. High lev perps take you out immediately.
Jun 11
Options >>>>>> Perps
You can lose all your principal on either but at least with options you only lose if your thesis is wrong by the expiry
With perps you can get squeezed via short term volatility or funding
Idk I think options are easier
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Jun 10
each lab release is another inch of throttle. the Landian bet is that there’s no brake and no driver. we are in fafo mode.
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Jun 10
the safeguards are well intentioned. but they also lock the frontier inside a few labs. once that gap compounds (we’re prob past this), no country or org catches up. the real haves and have nots.
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Jun 9
Ondo Perps is live. Two things stand out. Liquidity sourced from tradfi, so execution rivals trad brokers. And you can post tokenized stocks as collateral, not just stables. Huge leap for ex US traders.
Jun 9
Ondo Perps Public Beta is live.
Starting today, the first wave of Public Beta users can trade equity perps on the platform. The deepest liquidity in the market, available to select traders.
The waitlist is growing. Claim your spot now:
app.ondoperps.xyz
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Jun 9
instant buy. naively, i never thought of markets as a craft, something you can master. then i watched people close to me do it and it opened up a whole new world. a friend, a true master of the game, put me onto this book series.
Jun 9
The new Market Wizards book is now available in all formats. I'm not saying it will change your life for the better, but it might! Pick up a copy: lnk.to/marketwizardsnextgene…
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seneca retweeted
Jun 5
they're offering spacex ipo at the grocery store checkout
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Jun 5
mega ipos put in the local top, indices pull back 15%, crypto goes to the real goblin town, saylor is somehow forced out, ai hacks plunder whatever is left of crypto.
all while the tech continues to go parabolic in adoption.
- poetry written by the markets
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Jun 5
i learned this late in my speculation journey: sizing is everything. you simply have to assume a black swan is always around the corner.
the signal is that ai increases risk across all of crypto. nothing is safe. long term this hardens the system. but short term it is pain.
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Jun 3
brethrens…
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Jun 2
“ai for comms is inauthentic” assumes the unedited version is the real you. it isn’t. spellcheck, googling a fact, asking a friend to read your text, none of that makes it fake. the real you is the one who cared enough to get it right.
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Jun 1
claude should let you fork on new prompt. eg im in a thread working and need to offload some work onto a new thread. right now i have to ask for a prompt that allows me to c&p the context in the new thread. would be nice to have this be one click.
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May 31
ai in the context of “the medium is the message”: every medium rewires how we think.
ai allows for effortless synthesis. downside is conformity and mass consensus as everyone outsources thinking itself to the machine. upside is the bottleneck that is expressing an idea well is removed: original thought that didn’t have the legs to fly now has every form of its expression available.
tv’s sensory overload made us emotional, but it also built mass sympathy.
x made everything a take - thought at fortune cookie length. but also enabled mass distribution for everyone
ai lets you not think. and gives infinite leverage for those that do.
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