Raphael 〽️

@0xPhantomDefi Come on bro, shadow trading has been a thing for a long time. Unusual Whales ring a bell?

THIS IS INSANE 🤯 Someone asked an AI agent to find the best trader on Polymarket and automatically copy their bets. No strategy. No analysis. Just follow the highest-performing wallet. 18 hours later: $900 → $7,200. Copytrade: t.me/PolyGunSniperB… AI isn’t trying to predict the future. It’s just copying the people who already figured it out. We might be entering the era of fully automated copy-trading. And honestly… the market isn’t ready for it.

@RyanFedasiuk Sketch

Moonshot AI's announcement that it will offer to host AI agents developed through OpenClaw—continuously, for anyone in the world—should be ringing massive, MASSIVE alarm bells in Washington. A stand-out Chinese AI lab—whose sparse-attention models are increasingly competitive with U.S. frontier LLMs—is about to establish a global distribution channel for an incredible capability: persistent, self-improving AI agents. We should be clear about how this actually works: Moonshot has created a browser tab connected to a single OpenClaw agent, with 40GB of memory—a generous but reasonable amount of space to provide "free" users they are hoping to capture for more demanding work. The idea is for this tab to be able to monitor and work with whatever other digital services you log into in your web browser (answering emails, booking travel, ordering food). Moonshot is ALSO giving users the option to integrate their own, self-hosted OpenClaw setups—which are not just browser tabs, but often include a MUCH wider aperture on users' digital lives—with the company's Kimi reasoning models. This is worrying for three reasons: First, economically speaking, it is an incredibly smart play, and will provide Moonshot with massive amounts of user data—including data that is otherwise rare and difficult to access about pretty much *every* facet of users' digital lives. Using it in-browser will limit some exposure, but is still a huge amount of information users would hand over. This will be a popular product and I expect other AI companies will follow suit in developing persistent, remote-hosted agents. Second, access to all that data—and in some cases, device endpoints—will introduce WILDLY impactful security vulnerabilities. Depending on how people configure their agents/integrate their existing OpenClaw setups, they may choose to expose their logins for many digital services (email, social media), bank account information; even remote access to their devices—potentially including camera and microphone sensors...everything. A Chinese AI lab is, effectively, about to own hundreds or thousands of peoples' digital lives and physical device capabilities—wherever they may be physically located in the world. Third, and probably most important in the long run: What does this say about Moonshot's access to computational power? The company's willingness to suddenly become a global host of AI inference services—networks of agents that are always-on, and demanding to run—suggests they feel comfortable dedicating large amounts of compute to AI inference, on a persistent basis. I have to imagine Moonshot is working with a hyperscaler for all this hosting, but they aren't mentioned anywhere in the press releases we've seen so far. I cannot overstate the significance of how this could possibly change the arc of global U.S.-China AI competition. Reporters should be covering this; policymakers should be understanding it. If you're a geopolitical analyst covering U.S.-China AI competition, but aren't tracking Moonshot or OpenClaw, I'm sorry to say you have no idea what's coming.

Spot on. Please read this.

Spot on.

@sarafischer @axios The US based purchaser gets a non-controlling share? How would that make sense from a national security perspective? That’s a stupid deal structure. Am I missing something?

🚨🚨🚨Scoop: TikTok signs deal for sale of U.S. unit - Deal close set for Jan 22 - Oracle, Silver Lake, MGX will collectively own 45% of the US entity. ~ 30% held by affiliates of existing ByteDance investors ~ 20% will be retained by ByteDance @axios axios.com/2025/12/18/tik…

@RandBusiness @SMB_Attorney lol - I usually go with “time weenies”

@SMB_Attorney I misread those last couple words as “time wieners” which is an equal and more hilarious way to describe time wasters 😂

I'm a dad. I run a business. I'm almost 40. I have zero time for mean, cynical, energy sucking people. Everyone in my life has to have positive energy. There’s zero time to entertain jerks and time wasters.

@msuster Preach.. That place is a hell hole.

I hate to shit on San Francisco But clearly they already let their own residents do this directly in the street. Outside of my hotel and all over this entire neighborhood are scores of people sleeping in the street, clearly drug users and mentally ill SF leaders. Someday you will have to clean up your own shit. This isn’t how functional societies operate I have come here my entire life. I came here often as a child and I love the city. I still do. But surely this can’t be the right way to operate a city I know this exists in parts of any urban environment but there is nowhere quite like this where it is so intwined with the important parts of the business community. And at such enormous scale. Such an eyesore. And stain on this beautiful & creative city. Such a safety concern.

@rleshner They’re not.

Hopefully everyone on X is smarter than to fall for OBVIOUS IMPERSONATION SCAMS, but--I am not going to DM you from an "alt" to engage in "comprehensive stocks market analysis"

🧵 1/ Until the 1930s, state and local governments outspent the federal government—combined. In 1900, states and localities handled most public services, from schools to roads. Federal spending was a measly 2.7% of GDP, while state and local was higher.

@SMB_Attorney Same.

One of the interesting things about getting older and being busy: You completely lose track of what's going on in pop culture and/or mainstream society. Someone just asked me if I watch "White Lotus" Never heard of it. NBA playoffs? No idea whose playing. Many such cases.

Criminals have to go. Americans aren’t trying to create an environment for criminals to thrive. The families that aren’t criminals and are contributing to society need a fast track to citizenship. WTF ever happened to the “we’re only targeting criminals” narrative? Who glitched out and went after everyone?

It’s time to do what is right for our country and state. Undocumented people who are here for a number of years, have been contributing to our communities and economy, and have no criminal record deserve a pathway to citizenship. I encourage our leaders to have a meaningful discussion to make this a reality.

2000 days

@marcjoffe @TheKevinDalton Play minimum wage games, win robots.

@TheKevinDalton Why stop at $40? Shouldn't they get $100?

Los Angeles hotels threaten to withdraw from Olympics deal over nearly $40 minimum wage hike

@TheKevinDalton Play minimum wage games, and win robots.

@TheKevinDalton The LA Olympics are going to be the next Fyre Festival. lol

@MayorOfLA I suppose it’s been hard to find wins? Curious — What is the number of net homes gained since you’ve been Mayor?

From the San Fernando Valley to South LA, we have brought thousands of people out of tents and into safety. We refuse to continue the old way of doing things. Our approach is changing lives and changing neighborhoods.

@ManiMahadevan @ManiMahadevan are guidance as it relates to qualified opportunity zone funds #QOZF #QOZ

Live Webinar: Capital Gains Planning for Concentrated Stock Positions x.com/i/broadcasts/1…

Automated license plate reader #ALPR enriched with other data sources, some of them apparently from the dark web, seems to encroach on our constitutional rights. Call your 4th amendment and tell them you love them. 😘❤️

How long before the @ACLU ties up @Flock_Safety in a battle? Does anyone remember Chicago based Geofeedia? That was a fun run. 😬 apple.news/AeNMYUaGLQN24J…

@GrantCardone No property tax! Add that to the list.

Would you be for Fair Tax Act? ONLY a tax on consumption (after manufacturing). • No income tax • No gift tax • No estate tax • Keep 100% of your paycheck • No tax on used items • No tax returns • No need for IRS employees