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Most arrogant people in crypto Retail : 120-500K net worth Fund: 500K-20M size Most humble people in crypto Retail: 50-200K and 40M+ net worth Fund: +200M
meanwhile, a new paper just dropped that halved the number of logical qubits required to break Bitcoin's ECC from 2124 to 1098 (at the expense of gate count, big caveat)
Chevignard et al show residues also reduce the qubit cost of quantum attacks on elliptic curves: eprint.iacr.org/2026/280 The space savings is less dramatic than for factoring (1.6x instead of 6x), and they again pay a big gate count penalty (256x), but very interesting.
this piece was shared around like hot cakes. you have to understand dalio's one important incentive structure when evaluating this which is that his mind almost always wants a cyclical model since it makes the world legible & tradeable. thus everything here is trying to map a
I lived a quarter mile away from the raspberry pi headquarters in Cambridge. Used to walk past it daily. I and my brother used to use it a lot as a kid. It's a sub 1B GBP market cap stock. Can squeeze much much higher.
Nice. Should've hired @STIX from the get-go
Strategy has acquired 2,486 BTC for ~$168.4 million at ~$67,710 per bitcoin. As of 2/16/2026, we hodl 717,131 $BTC acquired for ~$54.52 billion at ~$76,027 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
In the end, the biggest problem I have with investor-billionaire types who write these doom articles is that they have zero self awareness of their role in contributing to it, and lack moral fortitude and courage to even attempt to offer a solution against their own interests
dario anthropic conversation was impressive (and fucking honest), favorite takeaways: - admits anthropic goes bankrupt if revenue projections are off (even slightly). very honest for an ai ceo tbh - anthropic hit $14B ARR in jan, projects potentially $50-100B by end of year -
The @DarioAmodei interview. 0:00:00 - What exactly are we scaling? 0:12:36 - Is diffusion cope? 0:29:42 - Is continual learning necessary? 0:46:20 - If AGI is imminent, why not buy more compute? 0:58:49 - How will AI labs actually make profit? 1:31:19 - Will regulations destroy
Neutrl just paid out ~$3M to buy back early LPs. This is from the OTC deals the strategy entered into pre public. TVL is now at an all time high. Yield has remained the highest of anything scalable. gNeutrl.
the companies giving retail early access are very rarely the good opportunities no real company willingly signs itself up for the shitcoinification that comes with a retail-heavy cap table
Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app, on X and YouTube for the unveiling, followed by a live Q&A with
Boris created Claude Code. His point here is important - when AI handles the code generation, the engineer's value shifts to the decisions above the code: 1. what do we build? 2. why? for whom? 3. and how it all fits together. The bottleneck was always judgment, taste, and
Someone has to prompt the Claudes, talk to customers, coordinate with other teams, decide what to build next. Engineering is changing and great engineers are more important than ever.
The shift from 3rd to 4th gear on a manual gearbox
Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make. paulgraham.com/taste.html
A physics textbook says certain particle interactions can't happen. GPT-5.2 said "what if they can — under these specific conditions?" Then it conjectured a formula. Then it proved it. 12 hours of reasoning. One new result in theoretical physics. The preprint has IAS,
GPT-5.2 derived a new result in theoretical physics. We’re releasing the result in a preprint with researchers from @the_IAS, @VanderbiltU, @Cambridge_Uni, and @Harvard. It shows that a gluon interaction many physicists expected would not occur can arise under specific
The reason why X will be a multi trillion dollar company is because there are a lot of major companies which would be worth-a-lot-less without it. Eg Polymarket, crypto coins, etc etc
🚨 QUANTUM THREAT TIMELINE NARROWS Remember when breaking RSA-2048 required "millions of qubits"? That number keeps shrinking. Iceberg Quantum just dropped a preprint claiming their Pinnacle Architecture can do it with ~100,000 physical qubits. That's a 10x reduction from the
Ladies and gents, I present to you the permanent underclass
i just found out chatgpt has a SUBSCRIPTION service?? WHO IS PAYING IM LAUGHING SO HARD RN
Your first tribe is your family. Modern culture and corporate institutions incentivize isolation, especially among Millennials and Gen Z. The more disconnected you are, the easier you are to influence, politically, financially, spiritually. Wealth and independence have always
They made $350 in 3 hours => $1M ARR
Glad to have contributed to this wipeout of capital in markets today. I'm a productive member of society. I give back, too.
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