Libbed

Supercycle

FUN FACT: Less than 10% of the global population is invested in crypto.

altcoins The crypto market has been chopping and largely flat for several months, failing to keep up with the parabolic move in equities. I’m curious to see how this plays out over the summer, whether we get a drop into the lower range where I’d look to accumulate BTC ETH and SOL aggressively, or a breakout with upside momentum that creates a strong trading environment. Either scenario should offer the kind of setups a trader wants to see, with opportunities continuing to emerge either way. And here’s a chart showing what crypto altcoins actually look like, excluding BTC, ETH, and stablecoins. It’s arguably one of the cleanest charts out there alongside TOTAL3. There’s actually an ascending wedge forming here near the lows, just below downtrend resistance, which favors an upside breakout and momentum continuation. Meanwhile, the broader TOTAL chart, together with Bitcoin, is trading within a rising channel, which could still point to a move into the lower range. But looking purely at these two altcoin driven charts, the structure doesn’t look bad at all for a potential summer rally. #TOTAL3ES (1D)

Tech's ascendancy a16z.news/p/charts-of-th…

BREAKING: Alphabet, $GOOGL, says it will invest up to an additional $40 billion in Anthropic. Alphabet will also provide Anthropic with at least 5 GW of computing power. $GOOGL has officially crossed above $4 trillion in market cap.

JUST IN: SpaceX S-1 filing reveals a $1.75 trillion IPO valuation, the largest public offering in history

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

Being lazy today is extremely expensive. I am spending insane amounts of time with AI, and I cannot get over how much this technology has appreciated the value of time. As of today, every person alive is holding the most expensive hour humanity has ever held. Just compare what an hour could produce 100 years ago versus what it can produce now. I honestly think 1 hour today can be exchanged, in output terms, for what could have taken a lifetime 100 years ago. If you are reading this, understand what sits in your hands. You are living inside the highest-leverage version of time that has ever existed, and you should feel ashamed of wasting it. Throwing away 1 hour today is akin to throwing away a lifetime in another era. Which is why attention is so valuable today. The attention they are trying to take from you, all those hours spent scrolling, is quite literally lifetimes. The incumbents do not want your attention only because it prints revenue for them, they also want it because every hour you spend sedated inside their feed is an hour you do not spend building, learning, competing, or becoming dangerous. Do not give them the most productive unit humanity has ever possessed..... Resist the scroll, go be dangerous.

This really is the best discussion of the year so far. youtu.be/Hrbq66XqtCo?si…

For all the retards who think that elon is stupid on this take . Please understand that god didnt give you the necessary compute to understand technological deflation.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

The first rule of career planning: Do not plan your career. pmarchive.com/guide_to_caree…

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics. It was fun hosting @elonmusk at Intel this past weekend!

🚨BREAKING: @Solana overtook Ethereum in all-time unique developers, now leading all chains. Source: chainspect

Imagine not tokenizing in 2026.

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

TL would have you convinced that solana is in a bad spot im here to tell you that solana has never been in a better spot > chain getting faster > chain getting cheaper > defi teams quietly shipping the future of finance > institutional adoption ramping up > and much more

Announcing TERAFAB: the next step towards becoming a galactic civilization twitter.com/i/broadcasts/1…

It’s actually insane what SpaceX is doing to the space industry right now In 1981, it cost ~$65,000 to put 1 kg into orbit For 50 years, the industry accepted this as the standard. Reusable rockets were "impossible" Then one company - led by a man obsessed with getting humanity to Mars, decided that $65,000/kg was unacceptable Right now, Elon and the SpaceX team are building Starship to hit $10–$20/kg That is a massive ~4,000x price collapse It’s actually wild that we get to watch this happen in real time

Formal announcement of the TERAFAB project, which will be done jointly by @SpaceX and @Tesla, tonight around 8pm CT. Livestream on 𝕏. The goal is to produce over a TERAWATT of compute per year (logic, memory & packaging) with ~80% for space and ~20% for the ground.