Shiogami

907 posts

Shiogami

Shiogami

@AnalyzeBTC

Publishing deep-dives on the Bitcoin Standard. Core Thesis: $MSTR as a Commercial Bank. Institutional quality research. Toronto based 🇨🇦

Katılım Ocak 2024
1K Takip Edilen206 Takipçiler
Shiogami
Shiogami@AnalyzeBTC·
@ErikVoorhees Isn't DeepSeek anonymous and not private? Or is the venice website wrong? Been avoiding use Deepseek as I was under the impression v4 was anonymous and not private
Shiogami tweet media
English
1
0
2
606
Erik Voorhees
Erik Voorhees@ErikVoorhees·
If you're getting your inference from Anthropic or OpenAI or Google, you're being captured by extractive institutions: All your data is going to them (and hackers, rogue employees, governments... both today and tomorrow) Inference can be private. GLM 5.1, Kimi K2.6, Deepseek V4... these models are as powerful as any frontier model from just 3 months ago, yet are open source and can be run without betraying your life and data to any 3rd party. Point your agent to Venice for every private model in one place (plus crypto tools, web search, embeddings, image and video models...). Could not be easier. Be intentional. Private model access below 👇
Garry Tan@garrytan

The goal of Personal AI: civilization where individual humans, augmented by AI, can do consequential work without being captured by extractive institutions. Freedom to write your prompt and own your data. This is the new battleground. 2034 won’t have to be like 1984.

English
34
80
703
62.9K
Shiogami
Shiogami@AnalyzeBTC·
@ChrisMMillas Don't they need to tap the ATM eventually, otherwise it affects STRC's creditworthiness as it will be less over-collateralized?
English
0
0
0
14
Chris Millas
Chris Millas@ChrisMMillas·
During a week where Strategy could have hammered the common ATM, they chose not to. Not a single cent. If it's not clear already: 1. The foundations are complete. 2. $STRC is now the primary funding mechanism. 3. Strategy is no longer focused on simply accumulating Bitcoin at any cost. It is focused on maximising the ROI (Bitcoin Yield) of every Bitcoin purchase. We are in a completely new phase. Massively bullish.
Michael Saylor@saylor

No buys this week. Back to work next week. $BTC

English
93
162
2.5K
135.2K
Shiogami
Shiogami@AnalyzeBTC·
@benhylak Can't get anything nice tbh, maybe my prompt is wrong but I think Kimi does pretty great when it comes to front end
English
0
0
0
51
ben hylak
ben hylak@benhylak·
codex is just night and day better than claude at ui design. claude, especially 4.7, is so bad it's hard to overstate.
English
80
14
1.1K
208.1K
Shiogami
Shiogami@AnalyzeBTC·
@cjzafir Doesn't it depend on the usecase?
English
0
0
0
109
CJ Zafir
CJ Zafir@cjzafir·
Best models right now: 1st > GPT 5.5 (extra high) 2nd > Deepseek v4 pro (think max) 3rd > GPT 5.4 (extra high) 4th > Claude Opus 4.6 (extra high) 5th > Gemini 3.1 pro (thinking) 6th > Kimi 2.6 (thinking) 7th > GLM 5.1 (thinking) 8th > MiMo v2.5 pro 9th > Qwen 3.6 max (thinking) 10th > Claude Sonnet 4.6 (high) PS: Yes no Opus 4.7 because it's very unstable, unpredictable and nerfed model right now.
English
97
79
1.4K
116.9K
Shiogami
Shiogami@AnalyzeBTC·
@jackmoses777 Now imagine having a kid and you realize why they dread it
English
0
0
0
138
Jack Moses
Jack Moses@jackmoses777·
I don't understand why everyone dreads long flights so much. I feel like I change the trajectory of my life every time I take a 20-hour flight across the world. I sit on my computer, listen to podcasts, write, work, introspect, and plan my next season of life (usually fueled by a fair amount of caffeine). By the end of it, I've produced a bunch of content, clarified my vision, and know the exact moves that will get me to the next level. Looking back, long flights often end up being the most transformational days of my year. I look forward to them every time I go traveling for this reason.
English
393
60
1.7K
308.3K
Zynx
Zynx@ZynxBTC·
Getting seriously tempted by long dated 2028 calls on $MSTR and $ASST. $MSTR crossing $1,000 before the next halving in mid-2028 is well within reach. So is $ASST crossing $100. A Bitcoin move to $200,000 and above gets $MSTR into the S&P 500. At that point the flywheel accelerates. More Bitcoin, higher NAV, higher share price, more capital to buy more Bitcoin. There is no natural ceiling on this trade.
English
39
24
511
35.9K
Shiogami
Shiogami@AnalyzeBTC·
@nejatian Applying now. First talked about joining the company in October with @fahdananta and it's about time a role opened up that's perfect for my skillset.
English
0
0
2
441
kache
kache@yacineMTB·
There are so many things in my head I can barely stay alive I need an EA man
English
16
0
67
7.3K
Radu ⚡️☸ ☯
Radu ⚡️☸ ☯@LizardWizardBTC·
@AnalyzeBTC I can’t give you an A therefore B therefore C. I have no idea what the causal chain is. I just look around the room, and if it clicks in my mind and I hear the sound, I just start smiling uncontrollably in an unsettling way… and often times I’m right. It’s strange.
English
2
0
0
680
Radu ⚡️☸ ☯
Radu ⚡️☸ ☯@LizardWizardBTC·
Willing to bet that we see MSTR drop to around $80 by 08/03
GIF
English
57
2
49
21.8K
TFTC
TFTC@TFTC21·
Tether Investments just proposed a series of mergers that would combine Twenty-One Capital (XXI), Strike, and Elektron Energy into a single publicly traded entity. Strike, founded by Jack Mallers, brings a profitable Bitcoin financial services platform available in 100+ countries. Elektron, led by Raphael Zagury, operates roughly 50 EH/s of Bitcoin mining capacity, approximately 5% of the global network, with all-in production costs below $60,000 per bitcoin. Elektron has mined over 5,500 BTC and runs cash-flow positive. Tether intends to vote its XXI shares in favor of both mergers and is recommending Zagury serve as President alongside Mallers. If completed, the combined company would integrate Bitcoin treasury, mining, financial services, lending, and capital markets into one public platform. Tether is calling it the "premier listed Bitcoin company in the world." Transaction terms and timelines are still being worked out.
TFTC tweet media
English
51
58
438
60.1K
Kamil Z
Kamil Z@0xKamilZ·
For the first time, Canadians can borrow against their bitcoin... without selling it. Last week, @shakepay rolled out bitcoin-backed loans: • Up to $50K CAD • ~9.5% APR • No origination or prepayment fees Why it matters: → Keep your upside → Avoid taxable events → Unlock liquidity when needed This is a big step for crypto in Canada 🇨🇦 Would you borrow against your bitcoin? 💰
Kamil Z tweet media
English
15
10
87
6.1K
Shiogami
Shiogami@AnalyzeBTC·
@trillhause_ Toronto summers are amazing but Seattle summers are better tbh. Toronto summers seem amazing because the weather is shit 9 months of the year unfortunately :(
English
1
0
0
254
Shiogami
Shiogami@AnalyzeBTC·
I moved majority of my assets from TD to @Wealthsimple but strongly considering moving back because they don't offer the biggest/most liquid preferred stock, $STRC. Is there any reason why this isn't being offered?
English
3
0
14
2.9K
Shiogami
Shiogami@AnalyzeBTC·
@apyx_fi @roycoprotocol Big fan of what you guys are doing. Former AVP at a large Private Credit firm and they have no idea what's coming for them.
English
0
0
1
101
Apyx
Apyx@apyx_fi·
1/ Apyx is officially the first-ever tranched onchain digital credit yield product. 🚀 For the first time in DeFi, real corporate dividend yield, like $STRC, is split into distinct risk tranches for different users. All onchain. What our partnership w/ @roycoprotocol means. 🧵
Apyx tweet media
English
7
16
106
9.7K
Shiogami
Shiogami@AnalyzeBTC·
@runfusion I can't seem to get my glm coding plan working for some reason - is it not accepted?
English
0
0
0
36
Fusion ⚫️
Fusion ⚫️@runfusion·
When you run >20 agents at once, you have to optimize for role and cost. I’m liking this combo. Wdyt?
Fusion ⚫️ tweet media
English
1
0
13
591
Shiogami
Shiogami@AnalyzeBTC·
I knew it was inevitable but something still feels weird about people cheering and begging the government for regulation of crypto/bitcoin
English
0
0
0
55