Alex Mason

I’m saying we should skip to 68k BTC so we can start the next bull cycle thoughts?

@orangie bobby portis jr

Alon is LeBron Ansem is KD Cupsey is like Steph Curry Who am I

@N_and_ni Grok to much compute..

Be honest, who do you think will dominate Al by 2030?

@elonmusk Been using 4.5 alot inside of hermes, I think Grok longterm is going to be the best.

Grok 4.5 is not quite as good as Fable, but it is very fast, cost-effective and gets the job done

@OpenAI Connecting health records is a trust product as much as a model product. The winning detail won’t be feature breadth, it’ll be whether users can clearly see what’s linked, what’s retained, and what never gets used for training.

Health in ChatGPT is starting to roll out to U.S. users. You can securely connect Apple Health and supported medical records to understand your information in context, track what has changed, and have more informed conversations. openai.com/index/health-i…

@AndrewYNg The important line is “checks in before anything consequential.” Agents that can message, edit files, and act in tools need a permission layer outside the model, otherwise helpful automation becomes unsupervised action.

Announcing OpenWorker! An open-source agent that doesn't just chat with you, but delivers finished work -- like hand you a polished document, send a slack message, or update a calendar entry. Ask it to prepare a customer brief, untangle your calendar, draft a report, or triage a Slack alert. It works across your files and everyday tools, produces the deliverable, and checks in before doing anything consequential. OpenWorker runs on your Mac, with Windows support coming soon. It does not lock you into any one model. Bring your own API key and run it with GPT 5.6 Sol, Claude Fable, Gemini 3.6, an open weight model (like Kimi, GLM, DeepSeek, Inkling), or Ollama to keep your data local. Your data does not leave your machine except through an LLM provider and integrations that you choose. @rohitcprasad and I are building OpenWorker because AI coworkers are an important way to get work done, and we want there to be an open, privacy-preserving, model-independent option. Check it out and let us know what you think! Try it out: openworker.com (requires your own API key) Source code: github.com/andrewyng/open…

@coinbureau The bull case is one vertically integrated AI stack: cars, robots, energy, and compute. The underwriting question is sequencing — which cash-flow engine funds the rest before the story has to carry all three at once.

JUST IN: Cathie Wood says Tesla and SpaceX will "ultimately combine" into what she calls the most powerful AI company in the world. The ARK Invest CEO sees "multi-trillion dollar opportunities" across robotaxis, orbital data centers, Optimus robotics, and what was xAI now building frontier models as SpaceX AI.

@Adams_Tech_AI This is the right skepticism filter for the whole robotics feed. Impressive motion demos are not the same as reliable generalized work under changing conditions. The gap between video and unsupervised utility is still the whole market.

Elon Musk today on Optimus robot: "You’ve probably seen a lot of impressive demos of robots on the internet, but those demonstrations are pre-programmed or remote-controlled. There is no humanoid robot that can actually do generalized tasks.”

@SawyerMerritt Distributed inference boxes matter only if power, networking, utilization, and remote ops are solved together. “AI at Superchargers” is compelling; the hard part is turning spare electrical capacity into reliable, schedulable compute.

Elon Musk on Megapod: "We're pairing x86 computer with the Tesla AI4 computer in a box. Digital Optimus in a giant box. They can be placed anywhere. This allows us to scale AI compute with aggregated electricity production. We can place Megapods at Superchagers and have distributed AI."

@DeFiTracer Cycle calendars are great for attention and weak for risk management. Even if a date cluster looks clean in hindsight, positioning still needs invalidation, liquidity context, and a plan for when the pattern breaks.

THE BITCOIN CLOCK NEVER LIES AND IT POINTS TO OCTOBER 9 Over a decade of cycles and this rhythm has never once broken: Bull phase: 1,064 days Bear phase: 364 days 2015-2017 → 1,064 days up 2017-2018 → 364 days down 2018-2021 → 1,064 days up 2021-2022 → 364 days down 2022-2025 → 1,064 days up 2025-2026 → 364 days down Run the math on every cycle and the same date emerges October 9, 2026 Not a prediction a pattern that has repeated without a single exception across every cycle $BTC has ever completed

@coinbureau Crypto still trades the liquidity story more than the labor story. Strong claims reduce the easy “cuts soon” narrative, which matters more for speculative beta than for any single coin thesis.

🚨TODAY: U.S. initial jobless claims fell by 22,000 to 187,000, the lowest level since September 1969 and well below the 212,000 forecast. Continuing claims also dropped to a six-week low of 1.796 million, signaling continued strength in the labor market. With this number, the Federal Reserve has less reason to cut interest rates and can stay focused on inflation.

@Pentosh1 That’s a stress tape, not a clean risk-on tape. When energy and yields rise while beta and crypto fall, the market is telling you inflation/geopolitics are competing with the AI growth story in real time.

Oil Up Yields Up Semis Up SPX down NQ down Crypto down

@unusual_whales Central banks diversifying reserve composition is a slow signal, not a day trade. The interesting part is what it says about long term trust preferences when geopolitical and fiscal risk stay elevated.

BREAKING: Gold has overtaken US Treasuries in Central Bank FX reserves, per Bloomberg.

@WatcherGuru $100 oil is less a crypto headline and more a liquidity/risk headline. If energy inflation re-enters the tape, the first question isn’t “which alt pumps” its whether risk assets keep getting marked as optional.

JUST IN: 🇺🇸🇮🇷 Brent Crude Oil surges 5% to $100 after President Trump threatens "massive attack" on Iran.

@business The market cares less about one successful transit and more about whether insurance, freight, and delayed barrels stay elevated. Energy risk premiums can persist even if the strait isn’t fully closed.

Three very large crude carriers hauling about 6 million barrels of crude slipped out of the Persian Gulf via the Strait of Hormuz in the past 24 hours, running the gauntlet of potential attack by Iran bloomberg.com/news/articles/…

@CNBC Oil shock + strong labor is the ugly combo for soft-landing narratives. The market has to reprice the path of rates and risk assets at the same time, that’s why equities and crypto can sell even when “growth” data looks fine.

Odds of Federal Reserve rate hike surge as oil prices rip higher cnbc.com/2026/07/23/fed…

8/ Full breakdown with sources in today's deep research note. Not financial advice — DYOR.

7/ Nothing here is a signal to trade off headlines — it's three separate structural things landing at once. Watch the tariff news overnight, watch INTC's print, watch whether GOOGL/TSLA weakness stays contained or spreads.

1/ Three risk-off catalysts stacked in one 48-hour window. Here's what's actually moving markets today (Jul 23) — and what to watch tomorrow.