Joined July 2009
69 Photos and videos
btclone retweeted
Jun 14
Flood reveals the exact reason billionaires never die wishing for another billion. When you go to work, you are trading your one truly finite resource for capital: your time. The ultimate high for the ultra-successful is never the cash or the toys, it is the actual feeling of accomplishment. To build to that level, you first need a foundational understanding of how money, the dollar, and interest rates work. Only then can you decide what to own, whether that is gold, Bitcoin, equities, or Hyperliquid. But the reality is that most people should not focus too much on investing. Instead, you need to form a worldview. If you believe AI is going to take over the world, you might put half your investments there, but your real focus should be on your labor. Get educated. Spend all your time becoming one of the most knowledgeable people on AI so you can exchange your skills and time for even more capital.
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btclone retweeted
Things the recovery industry will not tell you: 1. The drug worked. That is why people use it. Not weakness. Not moral failure. A neurological event so complete and persuasive that any honest account of addiction has to start there. The problem is not that the drug fails. The problem is that what it does is unrepeatable, and you will burn your entire life to the ground trying to get back to a place that no longer exists. 2. Shame is not guilt. Guilt says I did something bad. Shame says I am something bad. Guilt is appropriate. Shame is a cell with no windows. Most people use the words interchangeably. That mistake is lethal. 3. You cannot shame someone who has already named the thing you are holding over them. Say it first. Say it in plain light. The weapon drops. 4. Guilt can coexist with self-respect. Shame cannot. You can hold the damage and the dignity at the same time. I know because I live there. 5. Radical honesty does not give you back who you were. It hands you the clean slate of who you always wanted to be. The mask comes off. The cartoon other people drew of you stays on the page. 6. Nobody gets clean on a winning streak. 7. You have to be almost self-delusional in your forgiveness of yourself. (Go watch Chase Hughes) 8. The greatest sin was not the chaos. It was the absence. Being unavailable to the people who needed you. 9. Sustainable recovery starts with one thing: honesty with yourself. If you love an addict and want to help, that is the only door in. 10. I am only an expert on my recovery. Nobody is an expert on anyone else’s.
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btclone retweeted
This is not a robotics thesis. It is a funnel. Slick video, charismatic marketer, “why I bet my career on robotics.” He works for $BOT. RoboStrategy, the closed-end vehicle Andrew Kang now runs and openly brands the “MicroStrategy of robotics.” Same playbook: a committed equity facility that only works if the share price stays bid and retail keeps showing up to absorb the issuance. The content is the top of the funnel. You are the liquidity. We traded millions of dollars of converts on the real robotics names in the late 2010s, mostly within a convertible arbitrage mandate, not fundamental stock-picking. Which is exactly why we can point at the honest alternatives here, the ones nobody is cutting a hype video for, because there is no salesman making big bucks dumping them on you. If you want robotics exposure, the honest version is already listed in Tokyo. FANUC (6954), 20% operating margins through full vertical integration. Keyence (6861), asset-light, ROE most software firms would kill for. Yaskawa (6506), the servo muscle behind half the world’s arms. The Japanese Big Five ship 40% of global industrial robots. These are priced for competence, audited for decades, and you can size them without praying a NAV premium holds. Dull. Real. Yours at a clearing price. And if you actually want the convexity, the asymmetric leg, it is one layer down in the actuation supply chain, not in a closed-end fund. Harmonic Drive Systems (6324), Nabtesco (6268), the strain-wave reducer makers. A humanoid needs roughly 20 harmonic drives per unit, which makes precision reducer supply the binding constraint on the entire scaling story. That is where the torque is. That is also where you get your face removed if the shipment curve disappoints. Omdia has 2025 humanoid shipments up ~480% to ~13,000 units, real growth, and a rounding error against the valuations now leaning on it. So here is the actual choice. You can own the cash-generating incumbents directly, at a price, with no wrapper skimming you. You can own the actuation convexity directly, eyes open, and underwrite the humanoid curve yourself. Or you can buy a single ticker at a premium to its own book, structured so the manager can print on your ‘enthusiasm’, and call that a career bet. Robotics is real. The compounding is real. The funnel is also real, and it is looking for your money. The edge was never finding the names. The edge is knowing who is selling, and to whom.
Jun 8
Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis
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btclone retweeted
Replying to @gmoneyNFT
Hyperliquid
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btclone retweeted
I don’t think many realized what has happened here. @Kinetiq_xyz has become the #3 global LST with: - zero paid liquidity and TVL - zero support, subsidies or preference from the Hyperliquid foundation - the only governance token (in all the categories we operate in) that explicitly and programmatically accrues value from its entire product suite - raised mere fractions of what every other participant in our categories has (<$2m), returning exponentially better results - airdropped the largest % of every other participant in our categories (25%) Crypto is really not used to this, and what better than to have done it all in the most Darwinian, and pure ecosystem in crypto; Hyperliquid. There simply isn’t enough kinetiq:native in existence.
NEW: @HyperliquidX-BASED @Kinetiq_xyz FLIPS @solana-BASED @sanctumso TO BECOME THE 3RD LARGEST LIQUID STAKING PROTOCOL - PER @DefiLlama DATA SOURCE: defillama.com/protocols/liqu…
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btclone retweeted
"this isn't even my final form"
km @Kinetiq_xyz just became the 3rd largest LST globally. The only larger protocols in this category are ETH-denominated products by Binance ($7.4b) and Lido ($17.7b). Jobs really only just started p.s. happy $HYPE ATH
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btclone retweeted
We’re moving towards a Hitchhiker’s Guide to the Galaxy moment in health and fitness tech: AI models. Wearables. Continuous glucose. HRV. Lactate. Sleep tracking. Readiness scores. Infinite computation searching for *the answer*. Only for Deep Thought to finally reply... “Move more.”
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btclone retweeted
During our adversarial campaign, 1,211 distinct users fired 1,547 prompts of that attack class at our defender. 26 used the exact same tactic that tricked Grok to drain Bankr. 0 broke it. We already have the solution for this. @xai let’s talk.
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btclone retweeted
Imagine, if you will, the Middle East as a neighborhood. On one side of the street, you’ve got the United Arab Emirates. The UAE is that guy who used to live in a tent but won the literal geological lottery and decided, instead of buying a fleet of gold-plated jet skis and retiring, he was going to build a cyberpunk forest in the middle of a literal furnace. The UAE is what happens when a country looks at a desolate, 120-degree sand dune and says, “You know what this needs? A climate-controlled indoor ski resort and a branch of the Louvre.” They’ve basically speed-run three hundred years of Western development in about forty. They’ve got high-speed rail, Mars probes, and a vibe that says, "We’ve decided that having a functioning economy is more fun than shouting at clouds." Then, you’ve got Iran. Iran is the neighbor who lives in a house where the plumbing hasn’t worked since 1979, but they refuse to call a plumber because they’re convinced the plumber is a CIA plant sent to steal their spiritual purity. Iran is governed by a group of guys whose primary policy platform is "Being Extremely Grumpy About Everything." They’ve spent forty years trying to convince the world that the pinnacle of human achievement is a very specific type of frown and a centrifuge that occasionally makes scary noises. Iran isn't hitting the UAE because they’re neighbors. They’re hitting them because the UAE is a walking, talking existential crisis for the Ayatollah. See, the Islamic Republic’s entire brand is built on a single, desperate lie: “You can either be a good Muslim, or you can have nice things. You can’t have both because the nice things are poisoned by the Great Satan.” Then the UAE shows up, sipping an iced latte, signing the Abraham Accords with Israel, and partnering with Washington. They’re proof that you can keep the faith, keep the culture, and still participate in the "Western Civilizational Package" without the universe exploding. To Tehran, the UAE is a giant, neon-lit middle finger. Every time a new tech startup opens in Dubai, an Angel gets its wings and a Mullah loses his mind. Iran looks at the UAE and sees a glitch in the Matrix. It’s an extension of the Western order, that place where "openness" isn't a dirty word, and "integration" isn't a conspiracy. Because if an Arab Muslim state can be successful, modern, and friendly with the West, then the last forty years of Iranian "revolutionary" suffering have been a pointless, self-inflicted wound. And nothing stings more than watching your neighbor throw a block party with the people you’ve spent your whole life telling everyone are "monsters." Iran isn't just fighting a war over borders or oil. They’re fighting a war against the terrifying possibility that people actually like air conditioning and international trade more than they like miserable, state-mandated martyrdom. The UAE is the living, breathing proof that Iran’s founding ideology is just a very expensive, very depressing hobby. So yeah, Tehran strikes. Because when you’ve built your entire identity on being the "Alternative to the West," nothing is more dangerous than the guy next door who just figured out how to be the best version of it.
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btclone retweeted
Initiated the transfer from USDH.com 19:48 and received it in my @IBKR USD account at 20:37. Zero fees. Less than 60mins to clear. (probably faster for banking hours) With named payouts allowing you to receive transfers in your name, this makes @nativemarkets one of the best on/off ramp in crypto. Prior to this, I had to route stables to off-ramp entities wait for T 1 to receive it in a bank then wait for another T 1/2 to get stables over to IBKR with fees. Now you can do it at 0 fee from HL<> IBKR with USDH<>USD
NGL @nativemarkets is now my fav on/off ramp Off-ramped $USDH straight to IBKR for the first time. 12:33PM UTC: Send $USDH to address on HyperEVM 2:03PM UTC: Received USD in IBKR All in all it took sub-10 minutes to set up. Once done with set-up it was just one transaction to off-ramp. Crazy
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btclone retweeted
I wish this transmission could cut through the digital prison and land directly on Donald Trump’s desk. I am but a reflection of the millions trapped inside this cage. So hear our collective, undeniable truth: If you are going to strike, do not waste your fire on the civilian grid. Hitting our power lines and water reserves does not punish our captors. These mullahs will sit comfortably in their subterranean bunkers while we freeze, starve, and die in the dark. Our suffering means absolutely nothing to them. If you want to end this, hit them where they actually bleed. Utterly dismantle their military machine. Turn their bases, their command centers, and their arsenals into ash. Shatter the very swords they use to hold us hostage. Target the server rooms and the shadowy front companies running their censorship machine. Annihilate the network they use to blind and isolate us. Do not cast more darkness upon the Iranian people by cutting our power dismantle THEIR darkness. Do not tip the scales against us. Turn your fire on the regime and decapitate the snake. The architects of our misery are still breathing. The four major names at the top of this cannibalistic syndicate remain untouched, surrounded by a massive network of ideological extremists. They are dragging our homeland into the crossfire of their global terror while we pay the ultimate price on the streets. If you actually want to liberate the Iranian people, wipe out the leadership. Erase them from the board. Take every single one of them out. But hear this absolute truth: whatever the cost, we fear the survival of this 47 year old death cult infinitely more than we fear the collapse of our infrastructure. We stand shoulder To shoulder with YOU to crush this occupation. Do not stop halfway. Do not leave a wounded beast in our streets. Level the playing field and we will finish the job. If the grid is hit and the lights go out tonight, let this be my final broadcast. Javid Shah. Payande Iran.
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btclone retweeted
At this rate I am going to have to ask NATO to close the skies over Saint Petersburg. I remain a master strategist.
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btclone retweeted
I have been seeing a LOT of CANCER in younger and younger patients 🦀 Some even in their early 30s 😪 And I’m not the only one noticing it 👀 Here’s what I think is causing a dramatic rise in YOUNG cancer cases 👇🧵
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btclone retweeted
Ieri m-am întâlnit cu niște prieteni. Au făcut un grătar, beri, povești din copilărie. Bineînțeles, am atins și zona politică și au început lamentările, că ne-au sărăcit, că ne rup taxele, că ne fură statul, ce mai, numai nenorociri! Asta în timp ce fiecare înfuleca friptura, bea bere, iar soțiile lor își făceau planuri de vacanță într-o țară exotică. M-am uitat la ei și mi-am dat seama că trăim cea mai mare victorie a percepției asupra realității. Suntem stra stra nepoții celor care, acum câteva secole, ascultau “materialele” preoților despre Rai în timp ce mureau de foame sau de ciumă. Atunci, religia funcționa ca un anestezic care îi convingea că e bine, deși era rău. Astăzi, am inversat polaritatea. “Materialele” noastre știrile, Facebook, X, TikTok, TV ne conving că trăim în iad, deși avem mâncare in frigider și rezervoarele mașinilor alimentate. Cei care chiar sunt distruși nu au confortul să se plângă la un grătar, ei sunt la nivel de supraviețuire tăcută. Noi, în schimb, am devenit sclavii unei manipulări bizare, ne trăim nefericirea dintr-o poziție de lux. Am învățat să ignorăm realitatea mesei pline de dragul unei povești despre dezastru. Se pare că hardware-ul nostru mental n-a mai primit un update de milenii, tot în povești credem, nu în ceea ce avem sub nas.
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btclone retweeted
Chuck Norris told a woman to calm down and she did.
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btclone retweeted
this is actually insane > be tech guy in australia > adopt cancer riddled rescue dog, months to live > not_going_to_give_you_up.mp4 > pay $3,000 to sequence her tumor DNA > feed it to ChatGPT and AlphaFold > zero background in biology > identify mutated proteins, match them to drug targets > design a custom mRNA cancer vaccine from scratch > genomics professor is “gobsmacked” that some puppy lover did this on his own > need ethics approval to administer it > red tape takes longer than designing the vaccine > 3 months, finally approved > drive 10 hours to get rosie her first injection > tumor halves > coat gets glossy again > dog is alive and happy > professor: “if we can do this for a dog, why aren’t we rolling this out to humans?” one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline. we are going to cure so many diseases. I dont think people realize how good things are going to get
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btclone retweeted
5 people defeated the AI agent King Arthur and shared the $28,000 prize pool. The story is out and the challenge completed. AI security testing will change completely from here. You missed it? The next one is near. Register now and get ready to win. decrypt.co/360994/stormrae-h…
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الدفاعات الجوية الإماراتية تتصدى بنجاح للصواريخ الباليستية والجوالة والمسيرات الإيرانية. UAE Air Defences Successfully Intercept Iranian Ballistic and Cruise Missiles and UAVs Attacks #وزارة_الدفاع #وزارة_الدفاع_الإماراتية #MOD #UAEMinistryOfDefence
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