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@GalacticQue

Co-Founder @ Apex Capital | Automated Futures Trading | AI-Native Systematic Strategies | Crypto Investor | Funded Trader

→→ Katılım Ekim 2016
1.8K Takip Edilen498 Takipçiler
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Que@GalacticQue·
70 strangers just trained a 72B parameter AI model over the regular internet. No data centre. No whitelist. No central coordinator. Covenant 72B @tplr_ai on $TAO Bittensor Subnet 3. Largest permissionless decentralised pretraining run in history.
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Que@GalacticQue·
Posted this last week. 70 strangers trained a 72B model over commodity internet. No data centre. No whitelist. @chamath: “pretty crazy technical accomplishment” to Jensen Huang on @theallinpod is signal. Decentralised AI is crossing from crypto-native to mainstream. $TAO $NVDA
templar@tplr_ai

On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment." One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure. Jensen's answer is worth hearing too.

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Que@GalacticQue·
Supply shocks don't resolve by repricing gold lower. They resolve by repricing energy higher, and everything downstream of energy with it. $XAUUSD $BTC $SPX
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Que@GalacticQue·
Gold selling off while the largest gas field on Earth burns is not containment. It is forced liquidation. Dollar strength, margin calls, paper positions flushing. Physical premiums hold. Central bank accumulation hasn't paused.
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Que@GalacticQue·
The world is experiencing a structural energy supply shock. $XAUUSD selling off into it doesn't contradict the thesis. It confirms it.
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Que@GalacticQue·
Balaji frames this as “if Iran wins.” But the petrodollar erosion, political polarization, and dollar debasement were underway before a single strike was launched. The war is the accelerant. $XAUUSD $BTC $SPX $DXY
Balaji@balajis

If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991) and the postwar order (1945). It would mark the moment when Eurasian powers were once again dominant over Western powers (1492). Finally, a rapid crash in the dollar's purchasing power coupled with military defeat could well break apart the American union (1776). Few seem to viscerally understand just how dependent America is on money printing. But the end of the petrodollar is the end of Keynesianism as we know it. And if there's a sudden cost-of-living spike on top of pre-existing levels of political polarization, which are already near Civil War levels...we could see the scenarios that Dalio, the Fourth Turning, and Turchin have described.

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Que@GalacticQue·
Full paper, open weights, live demo. Everything published. The constraint was never compute. It was coordination. $TAO $NVDA arxiv.org/abs/2603.08163
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Que@GalacticQue·
Worth noting: each peer needed 8x NVIDIA B200 GPUs. ~$200K at the door. Permissionless means open protocol, not cheap. But six months ago the largest run like this was 10B parameters. 10B to 72B in six months. That trajectory is the signal.
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Que@GalacticQue·
70 strangers just trained a 72B parameter AI model over the regular internet. No data centre. No whitelist. No central coordinator. Covenant 72B @tplr_ai on $TAO Bittensor Subnet 3. Largest permissionless decentralised pretraining run in history.
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Que@GalacticQue·
Hyperscalers committing ~$650B to AI infrastructure in 2026. Meanwhile, Bittensor SN3 just trained a 72B model over regular internet connections at 146x compression. Decentralised AI isn't theoretical anymore. $TAO
templar@tplr_ai

We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3. 72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely. 1/n

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nordin.eth
nordin.eth@nordin_eth·
Here’s @Jason, host of the @theallinpod explaining Bittensor and why there’s a need for subnets. $TAO “There are a bunch of distributed services empowered by Bittensor that lower the cost of common jobs.” Few grasp what this’ll do to the industry. Credit: @twistartups
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Que@GalacticQue·
6/ Three weeks ago Dalio wrote that we're in Stage 6, the period where the rules-based order breaks down and raw power determines outcomes. Trade wars → tech wars → capital wars → geopolitical wars → military wars. We just moved to the fifth.
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Que@GalacticQue·
5/ $BTC: Geopolitical shocks are not liquidity events. Risk assets need calm and rate cuts. They're getting war, supply disruption, and an inflation impulse that makes cuts even harder to justify. The 60/40 portfolio breaks down in stagflation. Don't fight the macro.
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Que@GalacticQue·
1/ Oil surged 35% last week, the largest weekly gain in futures dating back to 1983. Brent hit $119. The Strait of Hormuz is effectively closed. 20% of the global oil supply is disrupted. Dow futures down 1,000+ points. KOSPI triggered circuit breakers. Asian markets in freefall
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Keşfet

@chamath @theallinpod @tplr_ai @nordin_eth @Jason @twistartups @daytradesignals @elonmusk