discretionary trader | ponzi rotator | @liquidtrading

Joined July 2020
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Jun 12
Today, SpaceX made 4400 millionaire. Hyperliquid airdropped more than 1 million to about 2000 addresses. Let that sink in
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Trump: I spoke with Netanyahu, I told him, “What the f- are you doing?” - Israel's N12 News
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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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Trump is currently playing the orchestrated Iran deal card. $SPCX just debuted on Nasdaq after the largest IPO in history. It's trading around $170 right now, up 20-25% from the $135 IPO price. On Iran: the last few hours have been flooded with positive headlines from U.S. officials and leaks. Trump is actively pushing the narrative that the deal is “largely negotiated”, a “great settlement”, with a Memorandum of Understanding almost ready, signing “in the coming days”, reopening of the Strait of Hormuz, economic benefits for Iran upon compliance, etc. He even canceled the new strikes he had announced himself. Trump and Musk are on good terms right now. SpaceX IPO is a historic event. Markets love these stories: de-escalation record IPO = perfect fuel for a strong rally on Monday. Thoughts?
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Replying to @slashdowntown
If they unfuckup their models, probably. Until then Fable is 100% useless to me, it refuses any work on any of my codebases, even the UIs because it finds some reference to bio somewhere. And I refuse to use old models when there are newer ones available.
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Fable 5 says poker will change your life
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Jun 10
Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.
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BREAKING: Anthropic just dropped Claude Fable 5—this is Mythos, made safe for public release. It is the best coding model in the world. We've been testing it internally @every for the last week or so across coding, writing, marketing, editing, and more—here's our vibe check: - It broke our benchmarks. Fable scored a 91/100 on our Senior Engineer benchmark—this is human senior engineer level. The previous high score was Opus 4.8 at 63. GPT-5.5 is a 62. - It's a one-shot wonder. You can set it and forget for hours or overnight on huge coding tasks, and come back to completed work. It cleared entire production bug backlogs, built a playable 3D, and even made a 2-minute animated film—all one-shot. - Taste and attention to detail. In coding and knowledge work tasks, it has much better taste and attention to detail than we've ever seen. It gets subtle things right, adds little features you might not have thought of, and generally understands the assignment in ways that surprised us. - Great use of context. We set it loose analyzing customer feedback surveys and our website data and it came back with a crisp, clean report that identified a. our biggest problem and b. a concrete testable solution—and then we sent it off to build that. - It's best for power users. If you're already used to orchestrating multiple agents in your work, this model can do things that you've never seen before. If you're a knowledge worker or vibe coder with a more basic setup, you're not going to notice a huge difference—in fact, it probably isn't the right model for you. - It's very slow, token-hungry. Using this thing for regular knowledge work is like squashing an ant with a rocket launcher. It also routinely uses 500k to 1M tokens on tasks. That's why it's best for your heaviest jobs—but not as good for tasks like collaborative writing. - It's expensive. It's about twice as expensive as Opus, and it's also incredibly token hungry—so expect it to be something you'll use sparingly unless your company pays for it. Overall, I think of it like a warp drive for coding: It can get you across the galaxy in a few hours, when it used to take months or years. But it's not appropriate for getting around town—you need something faster, cheaper, and more maneuverable. The ceiling is extraordinarily high on this model though. Even our most advanced testers like @kieranklaassen felt like they were only scratching the surface of it. Want our full vibe check with all of our testing and benchmarks? Read it on @every: every.to/vibe-check/anthropi…
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This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward (imo of the same order as Claude 4.5 was in November), peaking especially for long problem-solving sessions on very difficult problems. You can give it a lot more ambitious tasks than what you're used to, the model "gets it" and it will just go, and it's never felt this tempting to stop looking at the code at all (but don't do this in prod!). The model still has quirks that people will run into and the safeguards are configured to be a little too trigger happy for launch, which can hopefully be tuned over time. I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). Really looking forward to all the things people build!
Replying to @claudeai
Fable 5 is state-of-the-art on nearly all tested benchmarks, with exceptional performance in software engineering, knowledge work, scientific research, and vision. The longer and more complex the task, the larger Fable 5’s lead over our other models.
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The model that caused a global panic. Claude Fable 5 is now available in Co-Invest.
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Noticing things... Go read "State of the Themes: June 2026" Thank you @citrini
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That too generated from AI
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🚨 REKT: Over $5,700,000,000 in long positions were liquidated in just 7 days.
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BTC Saylor death spiral and quantum fud HYPE US regulatory fud ZEC infinite mint bug
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Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
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lol
🚨 LATEST: Claude maker Anthropic is calling for a global pause in AI development, warning that models are approaching the ability to self-improve without human intervention.
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Introducing pump fun GO: Pay ANYONE to do ANYTHING Create & complete bounties for ANY task and leverage the power of humans & money across the globe The world is at your fingertips. It’s time to GO 👇
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It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position. By comparison, the S&P 500 is up 116% over this same timeframe. Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value. This puts MicroStrategy's stock, $MSTR, down -77% since its record high. Bear market is an understatement.
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This was 4 days ago btw. typical KOL behavior.
I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday. TLDR: - Higher energy prices due to Iran war and inventory restocking - 3 Mega AI IPOs between now and early Q3 - Prediction that Trump goes anti-AI to win mid-terms for Republicans - I think highs in mrkts will happen btw now and September - Time to take profit, and two-step in beefa without worrying about my positions
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