FrothyBeverage
785 posts





have been working on my own subagent harness so i can use subagents with different providers from within claude code, been working well in my own workflows looking for beta testers & contributors to take it for a spin before i make it public



HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been extensive user demand in both of these areas, and builders will likely think of novel applications as well. Outcomes bring non-linearity, dated contracts, and an alternative form of derivative trading that does not involve leverage or liquidations. The outcome primitive expands the expressivity of HyperCore, while composing with other primitives such as portfolio margin and the HyperEVM. Outcomes are a work in progress and currently only being tested on testnet. Canonical markets based on objective settlement sources will be deployed once technical development is complete. Canonical markets will be denominated in USDH. Pending user feedback, the infrastructure will be extended to permissionless deployment.


if I can get 8 hours of continuous sleep without needing to wake up to pee in the middle of the night I would easily generate 2bn pnl with 20 sharpe but God cares about fairness so I got nerfed


I honestly think that America needs 20-50 years of a right wing authoritarian regime, Latin America style, with no real elections and suspension of habeas corpus to fix this. 100 million people need to be deported and entire networks of woke activists need to be put in jail permanently. Leftist media needs to be permanently dismantled. A non-woke Church or something like it needs to regain control over morality, shut down onlyf🐱ns, shut down the leftist universities, etc. Full year zero transformation of society into something that's actually functional, healthy, white and growing again.



🦔Nvidia unveiled new Vera Rubin chips that CEO Jensen Huang said will not require chiller systems to cool data centers, causing stocks of cooling system companies to plunge. Johnson Controls fell 6.2%, Modine Manufacturing dropped 7.4%, Trane fell 4%, and Carrier Global dipped nearly 1%. Huang said the new chips can be cooled with 45°C water without chillers, calling it "incredibly efficient." The chips will be available in the second half of 2026. OpenAI plans to build $1.4 trillion worth of computing capacity, while Microsoft said it plans to increase AI computing capacity by 80% over the upcoming year and roughly double its total data center footprint over the next two years. Baird analysts wrote "We believe the comments create some questions/concerns" and expect the news "to create some incremental concerns around orders, especially later in 2026." My Take Nvidia announcing chips that don't need expensive chiller systems tanked cooling stocks because investors realize a major revenue stream might disappear. Here's what concerns me about this. Companies have spent the past two years building data centers with expensive cooling infrastructure based on current chip requirements. Now Nvidia says the next generation chips don't need that infrastructure. Either those data centers become outdated in 18 months, or companies slow their buildout until the new chips arrive. OpenAI planning $1.4 trillion in computing capacity and Microsoft doubling its data center footprint assumes current infrastructure requirements. If those requirements change fundamentally with new chips, do those plans still make sense? This looks like another sign that the AI infrastructure boom is moving too fast without knowing what the actual final architecture will look like. Companies are spending hundreds of billions building facilities that might need to be redesigned or rebuilt when next-generation chips arrive. The analysts saying they don't see "big risk to near-term estimates" but expect "incremental concerns around orders, especially later in 2026" is financial speak for "this is going to be a problem but we're not ready to admit how big yet." If Nvidia's new chips make existing cooling systems unnecessary, that's billions in capital expenditure that either gets wasted or never gets spent. Either way, it's another crack in the foundation of AI infrastructure spending that assumes everything being built today will still be useful tomorrow. Hedgie🤗












