Davey

@griswold @NOTfunnyparanR @PalmerLuckey Didn't Anduril destroy Meta's VR industry so moved on to something with less personal liability?

@NOTfunnyparanR Developing Anduril in the tech tree requires unlocking homeschool, VR, Social Media, and Scapegoats before @PalmerLuckey will appear in your capital.

Anyone know how to beat this level?

@MilkRoad What's the credit card fee?

Hyperliquid just added credit card and bank transfer deposits. Users can now deposit directly via credit card or bank transfer using the "Fiat" deposit option. It's powered by swapped dot com, so some countries won't have access yet. Off-ramping is also in the works. This sounds small. But isn't. Hyperliquid is one of the fastest-growing perps exchanges in crypto. It's been the go-to for serious traders who already live onchain. Adding fiat onramps means it's now accessible to people who don't. Now: - Retail traders can skip the "first buy crypto somewhere else" step - Hyperliquid competes directly with centralized exchanges for first-time deposit flow - $HYPE just got a bigger potential user base overnight Watch swapped dot com's supported countries list. As that expands, so does Hyperliquid's addressable market.

@USC As USC expands it's war engineering will there even be any upfront ethics like Yale and maybe Brown have?

Ever noticed how #AI sometimes gives odd or slightly off answers? It might come down to how it interprets everyday words like “probably.” theconversation.com/probably-doesn…

@defi_monk Wow. So front ends to hyperliquid are fairly easy?

@TyofTX @RyanWatkins_ Didn't they give up their nukes because they were duped into believing in US for security?

@RyanWatkins_ All we had to do was give Ukraine to Russia and this whole thing gets fixed?

“There’s our little geopolitical AI expert! Why don’t you come downstairs and tell us more about your equity puts and how the Strait of Hormuz will lead to a global famine?”

@WSJ So sad how badly MAGA duped by billionaires raising money from foreigners to automate them and then have the Palantir Mafia ICE them if they protest

Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them wsj.com/tech/jeff-bezo…

@XennialTrader @TFTC21 @TakuMine5 @anasalhajji But what if Trump's ICE & Thiel's Palantir Pals just declare emergency, cancel elections and formalize their MAGA monarchy?

@TFTC21 @TakuMine5 @anasalhajji High oil prices for a longer time means an angry and weary electorate come November. This leads to Democrat control of House and Senate. This leads to Trump's worst possible outcome, impeachment for something. So no, I don't think this is what they expected, or want, at all.

The US didn't just attack Iran. It closed the Strait of Hormuz itself, and nobody's talking about the real reason why. @anasalhajji, one of the most respected energy analysts in the world, just published an extraordinary breakdown of what's actually happening in the Strait of Hormuz. The short version: Iran didn't close it. Insurance companies did. And the US has every incentive to let it happen. Here's what actually occurred. Emails were sent to oil and LNG tankers claiming to be from the IRGC, saying the strait was closed. No official Iranian statement backed this. Nobody knows who actually sent the emails. But within hours, European insurance companies canceled policies or jacked premiums so high that tanker operators couldn't move. Cargo ships and container vessels passed through fine. Nothing happened to them. Only oil and LNG tankers were affected. Why? Notably, the administration has not criticized the insurance companies or pushed back on rising oil prices, a departure from its usual stance of vocally opposing anything that raises energy costs for American consumers. Meanwhile, Venezuelan oil was pre-positioned in US ports before the crisis began, specifically to replace Iraqi crude that would be cut off by a Hormuz closure. That doesn't happen by accident. The 2025 National Security Strategy document lays out the framework: US dominance runs through AI, and AI runs through cheap, abundant energy. The strategy is to make energy cheap domestically and expensive for competitors. To do that, you need control of global chokepoints: Panama Canal, the Red Sea, Greenland's Arctic passage, and now Hormuz. The Hormuz disruption accomplishes several goals at once. It forces Asian companies to abandon long-term LNG contracts with Qatar and the UAE in favor of American suppliers. It cripples competitor access to fertilizer exports (33% of global supply transits Hormuz). It drives chip manufacturers to reshore to the US. And Trump's offer to provide Navy escorts and US-backed insurance for tankers gives America indirect control over the strait indefinitely. The biggest beneficiaries of a closed Hormuz are the US and Russia. The biggest losers are Europe, Asia, and the Gulf states themselves. Iran is the excuse. Energy dominance is the goal.

@systematicls Unfortunately is this now true for most of the American dream ?

This. Young people go into the hedge fund industry thinking they'll leave rich. Every year, salaries gets compressed, non-competes get longer, you won't make partner at top firms. Alpha decay exists for industries too. You are too late for this game to be anything but a cog.

@agentcardai Any testimonials from polymarket users?

Introducing AgentCard. Your agent can now buy anything: • pay for inference & APIs • order DoorDash, Amazon, Ubers • run marketing • trade Polymarket 24/7 Open to all, not just businesses 🔥 Instant. Private. Reusable. Live today.

@asharoraa Herding cats?

SF is a place where men start women-only communities

@balajis Why are you crypto duds so pro war?

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

@WuBlockchain Horrible support. Don't recommend

Crypto com announced a workforce reduction of ~12%, citing the company's full-scale integration of AI and the elimination of roles unable to adapt to the new AI-driven era. Crypto com CEO Kris Marszalek stated:"Companies that take immediate action and pair the best AI tools with top performers will achieve unprecedented levels of scale and precision that were previously impossible."

@PerianneDC @realDonaldTrump Good point. Not enough Western business leaders speaking up these days. What about Elon and Jensen with Epstein's Lutnick?

The glamorization of one of the largest frauds of our generation is wrong. Shame on Netflix. SBF does not get a redemption arc. I reject this. And to be clear @realDonaldTrump should not pardon SBF.

@MichaelDell Will you speak of on Epstein's innovations ? x.com/i/status/20344…

I remember wanting one of these so much when I was 7 years old

@MilkRoad Freedom ain't free. What about defi?

Vietnam just announced plans to ban trading on Binance and OKX. It isn't a ban on crypto, but a ban on FOREIGN crypto. Vietnam ranks 4th globally in crypto adoption - one of the most active retail markets on the planet. The government doesn't want to kill that. It wants to own it. The Ministry of Finance is drafting rules that would bar Vietnamese citizens from trading on overseas platforms, while simultaneously launching a pilot program for licensed local exchanges. That pilot could go live this month. Five Vietnamese institutions are already named in the resolution: - FPT - Viettel - VPBank - Vietcombank - A joint venture between Postal Savings Bank and MB Bank The pilot was approved back in September 2025. The implications are pretty clear. Binance and OKX lose access to a massive, highly active user base. The five local institutions get a government-protected head start in one of the world's fastest-growing crypto countries. And the government gets to tax it all. The broader playbook isn't new. India tried it. Turkey tried it. Restrict the globals, incubate the locals, collect the revenue. The real question: do Vietnamese traders actually comply, or do they just fire up a VPN and keep trading on Binance anyway?

@SuperstateInc @kamino @useCASH @phantom Any partners with @CashApp ?

1/ CASH is live in @Kamino’s Superstate Market. You can now borrow CASH against $USCC and $FWDI for extra liquidity. CASH is this market’s second stablecoin, kicking off a partnership between Superstate, @useCASH, and @phantom for real-world utility.

@maxmarchione Thank you. Good article. And good For example, a 45-year-old with declining GH, rising inflammatory, worsening insulin sensitivity, and thinning bone density is not “sick” by current diagnostic, markers are “normal for age.” But that’s not optimal. Intervening could save life

@KevorkAlmassian @firasmodad Good insights on Dawson. Please DM me. Discuss Dept of Peace

@JonNiconchuk @MorePerfectUS VCs luv Merican dynamism ?

Billionaire Marc Andreessen says he has "zero" introspection, and that the idea itself is a modern invention.

@stilltakingnaps @pmarca Head of many States?

@pmarca all this head and not a single good thought inside. shame.

It is 100% true that great men and women of the past were not sitting around moaning about their feelings. I regret nothing.