Rafael

@izebel_eth @notthreadguy Thoughts on tcg coins boss?

@notthreadguy also i implore everyone to sell every card thats not a 1st ed/base/shadowless 1999 charizard into this gatcha pump mids will never see this sort of liquidity ever again

just thought about how jez has been posting “charizards” as 25%++ of his portfolio for idk over two years? some of the best traders in the world casually hangout and post all of their ideas on this app for free. movie

I wrote a long-form blog article about trading internet ponzi schemes. It covers everything you need to know, why it makes sense to trade crypto and delves into different trading styles and what indicators are useful for different situations. I wanted to post it here as article, but it has too many images so you have find it at link on the image.

@MoonOverlord thanks boss

$cards has awful fdv to circ ratio, and courtyard is a better product by a mile but its market leader because nobody else has a coin lol, they do, do alot of revenue but doesnt translate to buybacks or anything (yet) $tcg is a newer startup but I like the team and think its alot fairer valuation and they recently won one of pump's spots in their hackathon I dont know of any others and I dont know if any will end up doing amazing, may end up like NFT marketplaces where theres alot but none of the coins do great but I think a coin or 2 will do well if I had to pick right now, narrative / revenue is too strong for this sector right now

big disconnect between how popular Pokemon / TCGs / Gacha sites are and the reflection on the valuations of the companies / coins feels like one of these tcg coins is going to rip a axie infinity, goes about 50x higher than you could ever imagine

sometimes i'm jealous of people who just don't care about money. like genuinely don't think about it. my buddy goes to work, comes home, coaches his kid's baseball team, watches tv. he's never once checked a crypto chart or calculated his net worth or stayed up until midnight researching. he's perfectly happy. maybe happier than me honestly. i can't turn my brain off. i'm always calculating. always optimizing. always thinking about the next move. it's made me wealthy but i'm not sure it's made me happier than the guy who just lives his life without keeping score. the irony of financial freedom is that the personality type that achieves it is usually the same personality type that can't enjoy it. you're too busy chasing the next number. i'm working on this. slowly. but i think some of you know exactly what i'm talking about.

I’ve been loosely backtesting some ideas over the last few days, and $TRUMP and $WLFI are consistently at the absolute bottom of the barrel. Across almost every model, they show the heaviest, most relentless downtrends. Nothing new I guess, but it's still staggering looking at the numbers when you just scroll down a universe of the top ~200 coins and you can almost always bet your ass these two shitcoins are gonna have the most negative scores. Absolute scams.

各位好，这真的是我最后一个关于Anthropic的故事了，本视频由seedance2制作完成。感谢你一直以来对我的关注。结尾有彩蛋。

if you're working this weekend: 1] buy $200 personal cursor personal plan 2] curl cursor.com/install -fsS | bash 3] open 7 TMUX screens and have it do MVPs of every project you've been putting off massive compute giveaway

Retatrutide phase 3 obesity trial just came out and the results are genuinely insane: - 28.3% bodyweight lost on 12mg over 80 weeks - 70.3 pounds on avg. or 31.9 kg - 45.3% of patients hit 30%+ weight loss (this is bariatric surgery territory) - 30.3% weight loss (85 lbs) at 104 weeks in higher-BMI patients - 65.3% of 12mg patients dropped below the obesity BMI threshold - 19% loss on 4mg over 80 weeks (47.2 lbs) with fewer dropouts than placebo (4.1% vs 4.9%) - significant drops in blood pressure, triglycerides, non-HDL cholesterol, waist circumference, and hsCRP - no cardiac or liver signals Retatrutide is going to completely overshadow tirzepatide and semaglutide, and take the throne as the best-selling drug of all time.

here's jam it's the simplest interface for marketing in the agentic era we now have 2000+ companies, developers, and operators enjoying jam we started it as a side project, then devtool founders paid us thousands to use it it's come a long way since, and we've just released it for anyone to try, no waitlist and also we are now hiring (see below!) you build, jam spreads

Favorite / standard AI workflows right now. Notes from the Permanent Underclass. Currently optimized for Codex (preferred agent) 1. Long Running Jobs: TMUX Whips Pointed to Markdown Goal Milestones I more or less gave up on /goal. Maybe they will fix it at some point but it kept saying things were done when they were not done. this also could be "skill issue". So now I come up with a milestone that can be read by a Tmux automator with instructions to work against a burndown list in the milestone and update it every time it does something. Usually set these things in the morning, and before I go home at night I find that automating Tmux is still more reliable than Codex Exec but I'm hoping that changes at some pt bc it is just an insanely jank way to live 2. Favorite Easy API GPU Provider with Bells and Whistles Modal. It's really good! Makes interacting w GPUs far less painful especially for quickly testing things It's also worth $4.5b now so ... fml I think with 90% of these products you'd have been better off just buying their stocks instead of using their products. lesson in there? regardless. 3. OpenRouter ZDR Maxing With A Caveat OpenRouter has a nice provider list that has ZDRs. Which is better than nothing. Obviously sometimes it's worth it to not trust anyone but it's not good for moving fast. Be careful though, some of the OpenRouter ZDR guys don't actually serve the right model so I have a standard smoke test (21 responses to random alpha numeric thing at low temperature) to make sure it's statistically decent. I've seen some crazy crap... quality issues. test your stuff 4. Chatbots are No Longer Instruction Junkies The old way of prompting (do these 8 things and make sure not to skip any steps). No longer works well. This is Known. But many prompts simply never updated. 5.5 chat-latest is a beast. Its latency is crazy. It is good for a lot of workflows. Its web search latency is also crazy. It seems to work best when you prompt it with XML so that is still a thing Also -- an old prompting strategy (ramming PGvector quotes) seems to perform better w new models which are better at ignoring inputs but subtly referencing them without overriding the chat (so if you used to jam vector stuff from authors in, the convo felt very non linear - now they are better at following instructions to reference the material without 5. Deepseek Flash as a Memory Hog Deepseek Flash is good enough to do a lot of really rote tasks for dirt cheap and you can bid it off some decent private providers on OpenRouter / Venice etc. Very good for memory in chat as an async function. (ie categorize what the user was talking about and store the core points) 6. Working out of Wikis: After I realized that LLMs loved HTML format and HTML format is not human readable I started working out of Wikis with lots of formatting and examples I previously mostly lived in markdown out of repos and vscode After each milestone I document everything with HTML tables, mermaid diagrams etc in a nice looking wiki. And I have planning milestones in the planning section of the Wiki that has become my default command center 7. Codex Tailing Codex Every time after a feature is shipped I have a 2nd codex instance tail the docs, find p0s and p1s and enforce linting standards, code quality, latency etc [yes at some point, this just looks like running a company, and I think that's probably the point] . then does worktree code review and then merge each time -- I only do this when I'm really paying attention to something bc both terminals are quasi active [Tank, Cleric set up] 8. Do Only This One Thing Until You Have Achieved Enlightenment This is a ridiculous one. But for things that are mind numbing, like automating financial number extraction I realized that Codex likes to make big batch jobs or long running things that are expensive and usually don't resolve. Then it lies to itself about how good the process was This seems to be basically always true in finance. So now, I just have it go company by company for like 14 hours a day for various tasks (number extraction, transcript analysis, rote stuff) You can leave these things running for 24 hours a day -- I have one job that is 3 weeks in and it's gone from 41% accuracy on extracting all kinds of stuff from company filings to over 85% This is doable now and it didn't used to be. Am sure they will fix this tendency at some point but for now journaling and hegelian evolution w mundane terrible stuff is the jam 10. Deepseek V4Pro Batch Apply Security Audit Codex is expensive/ slow. Can jam every file in DeepseekV4 pro async and say find everything that could be dicey then passing them into Cursor to get another set of eyes on things that is nice and differentiated from Cursor [I started using this again, I figure there is no way that Elon Musk doesn't spray it with free money]. Hopefully the new Grok training is awesome so there's another player wasting money on us 11. Claude Making JSX: Codex, Make This Mock My hatred of Claude as an entity runs deep but he simply is a far better designer than OpenAI (except when it comes to fully copying other ppls UXes at which OpenAI with screen shots is quite good) Do Not Tell claude ot make something beautiful because he has some weird fetish with italics font. "Minimalist" and "match this UX" are good instructions. Codex will "match the UX" with horrible boxes. Claude will get it right. So do the mock in Claude and pass it to Codex 12. Pressure Testing on Private Mode The models gas you up so if you're pressure testing always incognito mode. should go without saying but important 13. Being more subtle with codex skills. Codex Skills are a bit too aggro -- if you overload them with info it has a seemingly nasty effect on context windows and performance. ANd codex uses them to heavily "I am now referencing this Skill" literally every prompt almost. So it's good to put more high level stuff in there that isn't even a skill as opposed to agents.md 14. Clearing Tech Debt 5.5 xhigh is the only model so far seemingly capable of clearing technical debt without making things worse. So important to set aside time for refactoring all the garbage you vibe coded the past 12 months on worse models

Gemini Omni doesn't just build scenes that look real, it reasons about what should happen next. It combines an intuitive understanding of physics with Gemini's knowledge of history, science, and cultural context. Rolling out today starting with video outputs to Google AI Plus, Pro and Ultra subscribers globally through the @Geminiapp + Google Flow, and @YouTube Shorts this week.

Over the weekend I set up the Hermes agent, and basically force fed it every resource I could find on X to upgrade it. I then asked it to rank each resource and provide a simple explanation: So yea, here you go. Link to each is below

@SalsaTekila Asking Claude to do it doesn’t work as well as this Strongly recommend, huge improvement github.com/mattpocock/ski…

Forget making money, that's small potatoes. The real hustle? Showing ZERO revenue. Pre-revenue is the most brilliant hack in corporate history. This clip nails markets of the last decade.

ANTHROPIC JUST RELEASED THE OFFICIAL PLAYBOOK FOR BUILDING A COMPANY WITH CLAUDE CODE. 30 minutes. free. from the engineers who built it. Bookmark this before you forget. CEO: 1 human. Employees: AI agents. Operations: fully automatic. The zero-headcount company is no longer a joke.

ANTHROPIC JUST EXPOSED HOW BADLY MOST PEOPLE ARE PROMPTING CLAUDE. Their applied AI team dropped a 24 minute workshop. Free. From the people who wrote the model. Not a course creator. Not someone who figured it out by accident. THE TEAM THAT BUILT THE THING. Here is what makes this uncomfortable to watch. There are 6 elements to a properly structured Claude prompt. Most people are using 1. Maybe 2 if they are being generous with themselves. That gap is the difference between Claude giving you something useful and Claude giving you something you could have Googled. The people who watch this workshop tonight will prompt differently tomorrow morning. The people who skip it will keep wondering why their outputs feel slightly off no matter how much they tweak the wording. 24 minutes. Free. From the only people on earth who know from the inside exactly how Claude thinks. I watched it twice. Then I built a Claude Skill that applies all 6 elements automatically so you never have to think about prompt structure again. Every prompt you run goes through the framework without you doing anything manually. Full guide and the skill setup is below. Bookmark this. Come back to it this weekend. This is the thing that compounds. Follow @cyrilXBT for the exact Claude skills, prompt architecture, and systems I use to get outputs that most people do not believe came from one person.

This generation of LLM models are a once in a life time productivity boost Especially when using it with Openclaw, Hermes, Langchain etc combined with a memory layer eg., byterover. GitNexus as code intelligence layer. Karpathy llm-wiki as knowledge base

@CL207 @zephyr_z9 @jukan05 Teradyne has a sick segment that sells to Amazon for their Vulcan robotic arm. Ouster has solid LiDaR. FANUC probably best platform for robotic arms. As far as humanoid OEMs most are either Chinese or private.

hacks happened in first 19 days of april: 01/04: DriftProtocol $285M 12/04: hyperbridge $2.5M 16/04: rhea_finance $18.4M 16/04: Grinex $15M 18/04: KelpDAO $293M 600 Million Dollars+