Thinker.hl

Why gold is outperforming bitcoin and will continue to melt up: When Russia invaded Ukraine, western nations froze the Russian central bank’s foreign assets (ex: US Treasuries) Russia still owned the principle, but since the funds were frozen and still earning interest, the G7 decided to use the interest to fund Ukraine So the western nations essentially stole Russia’s money and gave it to the country they’re actively at war with US Treasuries lost all trust, they’re not risk free anymore for foreign countries, so they decided to diversify into the only other option, Gold They can’t just dump their treasuries in one go, it’s a slow process so they can get out at a decent price, but a majority of those funds will continue to flow into gold So foreign countries don’t want to lend to the US anymore, and the US needs to rollover their debt, so the Fed needs to step in and print money to buy bonds Thus, Gold has the two most powerful bull cases going forward: - Foreign countries buying gold to diversify from US Treasuries - Inflation from the Fed printing money to fill in for those countries as the buyer of bonds Everyone expecting a blow off top because they saw a video of a huge line of retail buying physical gold at some shop, but they don’t realize that this is much bigger than retail Trillions still need to flow

@zacxbt Could be cool to make the destination island look like a theme park for the coin

bridge updates: - sky matches time of day - coin logos + live prices - bridge color changes by network

@based16z Ur on a roll today lol

Twitter guy seeing this: "Well he has to TACO now"

@DonaldJTrumpJr @worldlibertyfi @Aster_DEX Lighter boys in shambles

Big news: USD1 @worldlibertyfi perpetual pairs are now live on @Aster_DEX. Aster isn’t just another DEX. It’s the #2 perp platform globally - $1.3B daily volume, $1.5B TVL, backed by YZi Labs. For USD1, this means: • Deep liquidity for derivatives trading • Access to 2M+ sophisticated traders • Multi-chain exposure (BNB Chain, Arbitrum, Solana, Ethereum) This is how you scale stablecoin utility beyond just payments. Derivatives markets are massive, and USD1 just plugged into one of the best.

@based16z Observe the engagement on this one

Seems like the first day ppl starting to admit it’s over

@MurrayHillGuy1 Too much brainrot in the world

I used to LOVE March Madness… Took “sick days” every year on Thursday + Friday, posted at a bar with 4 screens all day. This year I don’t even care enough to fill out a bracket (but picking Michigan) Wtf happened… did I get older or did it just stop hitting the same?

Any time hype goes up inna straight line and then some news comes out a month later Anteater says it was frontran lol Frontran for a month straight?

@xydotdot $TAO is bitcoin 2.0 It fixes this

I see a lot of the TL celebrating this news, and honestly it feels strange to me, because my reaction to it is almost the opposite. To me this news feels sad, in a very specific and almost difficult to describe way, because it feels like the last confirmation that the period of crypto as a rogue financial movement is over, and that realization has been settling in for me for the last 6 months or so. I’ve been into crypto for almost 12 years now, and I did not get into Bitcoin because I wanted a new asset to trade or because I thought it would make me rich. I got into it because I have always been an open source geek, and I stayed because I genuinely believed this technology could do something historically important. I thought it could be the thing that separated Money from State, in the same way there was once a separation of Religion and State.....That was always the deepest promise of it to me. If the separation of Religion and State was about protecting freedom of thought, then the separation of Money and State was about protecting freedom of action, because money is not just some abstract instrument, it is stored labor, stored time, stored choice, stored future. I have always looked at state control over money as something much bigger than policy or economics. The State is, at its core, a forced monopoly over whatever domain it controls, and money is probably the most consequential monopoly of all because every other part of life eventually runs through it. Central banks have always felt to me like a modern priesthood, using opaque language, complex models, and institutional authority to maintain public faith in a fiat system that very few people actually understand but everyone is forced to live under. And the dangerous part is that this control does not feel violent in the obvious sense, which is exactly why people underestimate it. When your religious beliefs are yours, your conscience remains your own. When your money is yours, your action remains your own. But when the State controls money, it gets to reach into your life through inflation, dilution, and monetary expansion, and redirect pieces of your labor toward projects, wars, subsidies, or agendas you may completely reject. It becomes a way of taxing conscience without ever calling it that. That is why I always felt money should behave more like a commodity in a free market. It should compete. It should have to earn trust. It should not sit behind legal privilege and state enforcement. In a pluralistic society, religions compete for belief. They persuade, they attract, they lose legitimacy, they gain legitimacy. Money should be subjected to that same discipline. The fact that it is not is one of the great distortions of modern life, and I really believed crypto was the first serious attempt to change that. Which is why seeing people celebrate this kind of news makes me feel more emotional than I expected. It feels like everyone forgot what we were here for. This whole thing started with a revolutionary spirit, or at least that is how it felt to me, and now that spirit feels almost fully gone. The energy has shifted from trying to build an exit from the system to trying to secure a higher seat within it. A lot of people who once spoke the language of separation now seem perfectly content with integration, as long as they get richer in the process. And that is the part I find sad, because it feels like people stopped trying to fight the architecture itself and instead decided to benefit from it, which is a very different ambition. There is something even more ironic underneath all of this, because even the immense wealth many of crypto’s early believers have created still lives inside the same broader structure they once claimed they wanted to escape. These riches feel like victory on the surface, but at a deeper level they are still claims, still entries in systems that depend on legal recognition, institutional enforcement, custodial layers, banking rails, regulated exits, state tolerated ownership. So even the win has a strange hollowness to it. The revolution produced new nobility more easily than it produced new sovereignty, and those are very different outcomes. That is why this announcement does not read to me like progress in the way others seem to see it. I understand the business logic, I understand the market significance, I understand why people will call it validation, but emotionally and philosophically it feels like a closing chapter. Crypto was once this wild mustang, impossible to fully domesticate, carrying with it this raw possibility that the structure of money itself could change. Now it feels broken in. It feels stabled. Literally and metaphorically. It feels like the system looked at this force that once threatened to exist outside of it and decided to absorb it, formalize it, smooth it out, and put it to work extending the very machinery it once challenged. And maybe that is the clearest way I can put what bothers me here. Crypto increasingly feels like finance that finally caught up to internet speed. Faster rails, better settlement, cleaner ledgers, more continuous markets, more global access, but still downstream from the same fundamental issue of permissioned claims, institutional dependence, and state legibility. It becomes a more efficient financial layer without delivering the separation that once made the whole thing historically interesting to me in the first place. So no, I won’t be celebrating this one. Maybe that makes me out of step with where the space is now, but I can’t help that. Watching people cheer this on made me feel something I honestly did not expect to feel this strongly, which is grief for the part of crypto that once aimed much higher than this.

With the fall of marriage with Gen Z, $SIG has to be a forever short right?

@Dreesus So many twitter accounts where living in nyc is their whole personality lol

A nigga from NYC could go to heaven and then complain that there’s no subway or corner store they can overpay for an average sandwich

@rasmr_eth Wait i thought u weren’t jewish was that a joke lmao

Sneako is one of the most insane cases of ideological radicalization ever seen He used to make really artistic social commentary videos on Youtube, And now he’s farming engagement by appealing to RADICAL EXTREMISTS in the middle of a tragic bloody war Literally caught him in 4k celebrating a building getting blown up by missiles (it was ai and he deleted the tweet) Imagine being so mentally weak that your mind gets captured by your third world bot audience Keep in mind this dude is literally from NYC, dude why tf are you even radicalized about this war in the first place And I used to be a fan. Like he’s one of my biggest inspirations ever. But he traded me for some dude in Somalia Hope it was worth it G

@ncbtrades Guy knows nothing about $TAO and just asked claude to write a bear case. LLMs are terrible for this

This is the best bear post I’ve read about Bittensor $TAO. Here’s the thing that wasn’t mentioned which I think is the most important factor here. There isn’t any other platform out there that can coordinate talent from across the world with the correct incentives to improve artificial intelligence… Bittensor is THE ONLY platform to do this successfully. Think about all the layoffs happening because of AI… Bittensor gives those jobs back for those that want to participate in this massive decentralized open sourced revolution. Along with that, bro only mentioned 3 of the 128 subnets. Guys this is comical… Bittensor $TAO is 4 years in… Bitcoin compounded into the world’s largest super computer in 17 years, and it’s not even close really. Yeah, some of the models aren’t THE BEST. They’re quite literally toddlers… If Bittensor follows the compounding effect that Bitcoin did, we’re going to look back at this bear post, and laugh hysterically. Bro doesn’t realize but he might’ve created a historical tweet that we can look back and laugh at. And now we’re all incentivized to prove him wrong. I might have to become an engineer just to work in the Bittensor network cause this shit made me even more bullish.

@zacodil Its obvious you used claude for this. Now ask it about hype and you’ll see how retarded LLM bear cases are

Show me one Bittensor "achievement" that works without $TAO inflation subsidy. I went through them. Here's what I found: 1. Chutes "85% cheaper than AWS" - Miners subsidize compute in exchange for TAO emissions. Not architectural efficiency. In February 2026 Chutes killed the free tier because specific users were consuming 100-324x their subscription value. Surprising when the subsidy ends. 2. Chutes "privacy and censorship resistance" - Miners receive your raw request in plaintext on their hardware. They can log everything. TEE is "in development." For any real enterprise use case this is a blocker, not a feature. Censorship-resistance is for people who can't pass KYC, not for B2B. 3. Chutes "adversarial validation" - Multiple miners cross-check each other's outputs. Sounds robust. In practice it's latency overhead on top of already slow decentralized routing. Fireworks delivers 0.17s TTFT. Chutes doesn't publish theirs. 4. Covenant-72B "first decentralized large model" - Underperforms LLaMA-2 on most benchmarks. LLaMA-2 came out nearly 3 years ago. LLaMA-3.3 70B was trained on 15T tokens, Covenant on 1.1T. Technically interesting experiment with SparseLoCo. Calling it a competitive product is dishonest. 5. Ridges "beat Claude on SWE-bench" - Not on the official swebench leaderboard. All numbers are self-reported by the team selling the SN62 subnet token. For context: open-source Live-SWE-agent on top of Claude Opus 4.5 scores 79.2% on Verified - one repo, one week of engineering, no blockchain. 6. Ridges "4% to 41% in one week breakthrough" - They started from zero with no proper prompting or scaffold. Decentralization didn't improve the model. They just correctly configured an agent framework on top of DeepSeek. Any ML engineer reproduces this in a few days. 7. Ridges "winner-takes-all competition" - Agents use DeepSeek and Llama through Chutes. Subnet 64 subsidy feeds Subnet 62 subsidy. One inflation finances another. The narrative calls this composability. The reality is circular subsidy. 8. Ridges benchmark overfitting - The team themselves admitted: when they added Polyglot alongside SWE-bench, score dropped from 88% to 17-18%. Recovered to 41% within weeks. Classic benchmark overfitting, not real agent improvement. Exactly why they're absent from official leaderboards. 9. Subnet validation problem - For code you can run tests. For the other 120+ subnets (text, analysis, predictions) - validators vote subjectively. This opens the door to validator collusion and score gaming. The core unsolved problem of the protocol that nobody talks about. 10. 2024 security breach - Real wallet exploit through vulnerability in Python package v6.12.2. Network went into safe-mode, transactions frozen. For "trustless permissionless infrastructure" - instructive. The only honest Bittensor thesis: token subsidy aggregates distributed GPUs cheaper than building a datacenter. Interesting bet that this advantage survives as emissions decline. Unproven so far. I'm explicitly not looking at price - I don't care if $TAO is $100 or $500. I'm asking about the product. But judging by the thousands of people tweeting about Bittensor right now - most of them are looking at exactly the price.

$PURR

@chooserich Our content king Choose Rich using chatgpt scripts😪

BREAKING: SEC AND CFTC FINALLY GIVE CRYPO CLARITY

@TaikiMaeda2 $TAO pill dumbed down for degens

can someone $TAO pill me

@BowTiedLobster @based16z So it’s actually the Save Israel Act Louis CK bit checks out

@based16z Isn’t this the voting ID act? This is how Trump is going to win the midterms (not by pleasing voters) so depending on who you are this is the right response

Louis CK bit about how you know legislation is fucking you over if it’s called like “save the children bill” or something

@pmarca @0xSigil Just binge watched a bunch of @ElishaDLong videos last night and now i see this Modern day philosopher reaching escape velocity

Current status: Retardmaxxing.

@matrixbt Lmaoo my b I’m actually a big fan of Europe but its funny to see people on twitter gas up their bloodlines like you mentioned

hey europe slander not accepted here 😄!!! imo people get one shot by the 'fun fact' that kings, nobles, knights, whatever from that time period are statistically in the ancestry tree (which is true) and run with it as a status claim. it is cope because yes the king is in there and so is every single person alive in that era who left descendants, for every one noble there are thousands of peasants in that exact same tree and nobody wants to claim those but they're in there too doesn't even matter in 2026 anyway, mine were likely farmers, merchants and horsemen, nothing crazy

these posts are genuinely hilarious because i know nobody making them has spent a single second actually tracing their bloodline and the reason nobody has traced it is because there is nothing to trace… statistically it is RIDICULOUSLY likely that their ancestor was a TOOTHLESS subhuman pig shit shoveler who died at 34 with no documentation, no name written anywhere, no land, no teeth, legally classified as livestock that belonged to someone else entirely 90%+ serf rate… this is the overwhelming demographic reality of medieval europe high likelihood that your ancestors were actually shoveling pig shit from one pile to another on a random tuesday