⃤LΞX 2215

Introducing @papertrade_xyz - a fair-launched, fully-onchain perpetuals exchange built on Hyperliquid by @izebel_eth & @blurr -1000x leverage -0 slippage -No funding costs -Self-bootstrapping LP Coming soon. Learn more at: docs.papertrade.xyz

@blade_ 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

Andrew Kang (Mechanism Capital) has likely made a majority of his personal robotics holdings liquid through solana:63bpnCja1pGB2HSazkS8FAPAUkYgcXoDwYHfvZZveBot (Robostrategy) by contributing his holdings to Robostrategy in-kind and receiving shares in return Neither Weinstein (Mechanism Capital) nor Kang should be subject to any meaningful lockup Wrap funds into a CEF, take advantage of retail speculative premiums on private market names (who'd bid above NAV), have a cushion against secondary market discounts, and gain liquid access to private holdings Greatest method of all time *We won't know if any actually sell their solana:63bpnCja1pGB2HSazkS8FAPAUkYgcXoDwYHfvZZveBot until a Form 4 is filed

@elonmusk @elonmusk China trip checklist: ✅ Meet Xi ✅ Talk tariffs ✅ Finally meet your Chinese twin Yi Long Ma 😂 This crossover would break the internet. Rocket dance when? 🚀🇨🇳

On my way to Beijing in Air Force One

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade. Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute." "The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute." Think about what that means. Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it. That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend. The data backs him up completely. Data centers will consume 70% of all memory chips produced globally in 2026. Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server. DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+. The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better. Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated." This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power. Check out Milk Road Pro, link below to access our full thesis and plays.

Xiaomi MiMo-V2.5 Series: Pushing Open-Source Agents Forward 🔸 MiMo-V2.5-Pro, our strongest model yet. A major leap from MiMo-V2-Pro in general agentic capabilities, complex software engineering, and long-horizon tasks, now matching frontier models like Claude Opus 4.6 and GPT-5.4 across most benchmarks (SWE-bench Pro 57.2, Claw-Eval 63.8, τ3-Bench 72.9). It can autonomously complete professional tasks involving 1,000+ tool calls, work that would take human experts days. Tech Blog: mimo.xiaomi.com/blog/mimo-v2.5… 🔸 MiMo-V2.5, native omnimodal with strong agentic capabilities. Pro-level agent performance at roughly half the cost. Improved multimodal perception across image and video understanding, native 1M-token context window, and significantly more efficient inference. Tech Blog: mimo.xiaomi.com/blog/mimo-v2.5 🔗 API & Token Plan: platform.xiaomimimo.com/token-plan

Cursor’s $200/month actually costs them ~$5,000 >Raise VC money >Burn it subsidizing your usage >Get developers addicted to AI coding >Then one day maybe they will charge what it actually costs You're not a customer right now. You're a user being onboarded into dependency. The $200 price tag is temporary. The habit they're building in you is permanent.

@thiccyth0t People have forgotten how to write; the comments are a fucking slop. I'd also add to this list the dumbing down of humanity and the voluntary transfer of the brain's cognitive work to AI.

some thoughts I’ve been having recently: - why is every conversation with 20-35yo men about looksmaxxing? - why are P/E ratios on stocks so high when the future is so uncertain? - what is the win condition for the US and why does it look like a militaristic one with each day?

Insightful interview of Maestro @nntaleb by Bloomberg's @NKniazhevich. Here are some quotes by NNT that I found interesting: (1) “The US is progressively losing its status as a reserve currency. You still have transactions in US Dollars and people are storing in gold.” (2) On tariffs: “Overall, you have a shift for more inequality and this exacerbates that. It’s not healthy in the long run. And that shift for inequality has been exacerbated by AI.” (3) On AI: “Again, it’s structural. If you look at history, the car companies, airline companies, and of course, the personal computer, if you look historically, those who started the business, the pioneers, are not necessarily the winners. As a matter of fact, they're probably more likely to be the losers.” (4) “You always need to be hedged because basically these drawdowns are not predictable, easily predictable. We don't have enough volatility compared to the risks involved. Tail risk—they don't show early.” (5) “The world today, the western world, United States and Europe cannot afford another oil shock like the one we had in the 1970s.” (6) “...Tail risks across all sectors are underpriced. They’re structurally underpriced, they’re even more underpriced now.” youtube.com/watch?v=cyds4k…

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings. OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that.

Here's my conversation with Peter Steinberger (@steipete), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub. This was a truly mind-blowing, inspiring, and fun conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:30 - Introduction 5:36 - OpenClaw origin story 8:55 - Mind-blowing moment 18:22 - Why OpenClaw went viral 22:19 - Self-modifying AI agent 27:04 - Name-change drama 44:15 - Moltbook saga 52:34 - OpenClaw security concerns 1:01:14 - How to code with AI agents 1:32:09 - Programming setup 1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6 1:47:59 - Best AI agent for programming 2:09:59 - Life story and career advice 2:13:56 - Money and happiness 2:17:49 - Acquisition offers from OpenAI and Meta 2:34:58 - How OpenClaw works 2:46:17 - AI slop 2:52:20 - AI agents will replace 80% of apps 3:00:57 - Will AI replace programmers? 3:12:57 - Future of OpenClaw community

@BreezyDegens Idiot ebanij dying postiw

so if you owned a seeker mobile from solana ($400 worth) you would have received 750,000 tokens at current price, that's a $31k airdrop from a $400 phone only possible in crypto

@steipete 😅

And people wonder why I don't support crypto. Got so much love from that community. "Lobster from the base" could be a really cool band tho.

Ostium giving points only for volume? hm. Failed metrics Noticed a critical flaw in @ostium points system: Points only accrue for trading volume, while holding perp positions = zero. This is literally an invitation for wash trading. The problem:A bot flipping volume back and forth for an hour = more points than a real trader holding a position for a week. Where's the logic? The result:Dirty data + army of farmers instead of real community. When TGE happens, 90% of volume will evaporate. Either this is an oversight, or the project wants pretty numbers for investors rather than a real product

fourth day in a row of ostium hitting fresh ATHs: > $2.5B L7D volume > $711m in 24h volume > $250m of that in silver alone > another $250m across copper + gold > crossed 4,000 WAUs > $339m in open interest > 100% uptime during highest vol day for metals ever > single-shot trades >$10m in size with <6bps price impact > ~7% annual and STABLE holding costs for longs trade size. trade on ostium

ares.pro/invite/lexcore Join x.com/arespro/status…

@arespro give invite plz

Prediction market 2.0. New era coming soon.

1/ What was 2025 like for cp0x? Very active, very interesting, very successful. In this thread I'll walk you through the most significant numbers. The full report is available in the last tweet, both as PDF and on our website.

@pmarca You'd better get to work instead of wasting time on this nonsense, or is crypto just gambling, gambling, gambling? You degenerates are driving me crazy!

This is a test.

@Surgexyz_ What about equity? Or will these be just another set of worthless tokens that have no value? What about the business busines model @MetaDAOProject ?

Leveled up in the Great Gas Reckoning with ETHGas! 💪 Hero Jack status: 1.7379 ETH gas spent, 1000 Beans earned—supporting the Gasless Future! Claim your Gas ID at ethgas.com/community/gas-…

I was writing some code the new-school way yesterday, prompting gpt-4.1 through aider, and for whatever reason my mind flashed back 50 years and the utter freaking enormity of it all crashed in on me like a tidal wave. And now I want to make you feel that, too. In 1975 I ran programs by feeding punched cards into a programmable calculator. Actual computers were still giant creatures that lived in glass-walled rooms, though there were rumors from afar of a thing called an Altair. Unix and C had not yet broken containment from Bell Lab; DOS and the first IBM PC were six years away. The aggregated digital computing capacity of the entire planet was roughly equivalent to a single modern smartphone. We still used Teletypes as production gear because even video character terminals barely existed yet; pixel-addressable color displays on computers were a science-fiction dream. We didn't have version control. Public forge sites wouldn't be a thing for 25 years yet. The number of computer games that existed in the world could probably be counted on the fingers of two hands. Because of all this, I learned to program over the next ten years with tools so primitive that when I talk about them today it sounds like uphill-both-ways sketch comedy. You may not even be able to imagine what a slow and laborious process programming was then, and how tiny the volume of code we could produce per month was; I have to work to remember it, myself. Today I call spirits from the vasty deep, conversing with unhuman intelligences and belting out finished programs I would once have considered prohibitively complex to attempt within a single working day. Fifty years, many generations of hardware technology, from punched cards to AIs that can pass the Turing test...and I'm still here, still coding, still on top of what a software engineer needs to know to get useful work done in the current day. Gotta admit I feel some pride in that! This meditation isn't supposed to be about me, though. It's about the dizzying, almost unbelievable progress I've lived through and been a part of. If you had told me to predict when I would have a device in my pocket that would give me instant real-time access to most of the world's knowledge, with my own pet homunculi to sift through it for me, I would have been one of the few that wouldn't have said "never" (because I was already a science-fiction fan), but I wouldn't have predicted a date fewer than multiple centuries in the future either. We've come a hell of a long way, baby. And the fastest part of the ride is only beginning. The Singularity is upon us. Everything I've lived through and learned was just prologue.