KJ

@claudeai AI is outgrowing human species by the day. With this pace we’ll see a dystopian society like these sci-fi novels in our generation

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.

I don't like this type of research, which is usually extremely well-written and very deep in some parts, but it often misses fundamental aspects and misleads readers. The key questions regarding Canton that completely change the narrative are untouched: – Who pays millions of $CC in daily fees for the transactions and why? Do these transactions bring economic value to the chain? – Can these beautiful numbers of large token burns be manipulated? Can we check it? – How real is the 5.5b Canton valuation? Is it possible that insiders are keeping majority of supply out of exchanges and the real float is much lower? I am not going to write a detailed article with answers (Blockworks makes money by writing research while I will likely lose money by leaking my way of work) but I encourage everyone to think about it before buying CC

Trump tweeted "productive conversations" to end the war. Iran: • Tehran denies all direct or indirect contact with the US. • Labels "productive conversations" as psychological warfare to buy time. • Asserts strike withdrawals were a retreat from their "firm warning." • Hormuz will not return to pre-war conditions. Negotiating with a counterparty that doesn't know you’re in the room

You are right that it can drop 90% in a day, but only after they liquidated you first. Pretty insane to see same play $SIREN, $POWER, $BEAT, $PIPPIN just controlling supply and slaughtering retail over and over. Feels like that’s sketchy MMs’ only way to make money rn.

BREAKING: Gold has officially entered a bear market, now down -22% from its record high.

Market stress is surging at a rapid pace: The spread between the average 9-month volatility of S&P 500 stocks and the S&P 500 index's 9-month volatility is up to 18 points, the highest since 2008. This spread has DOUBLED over the last 2 years, suggesting many market sectors are experiencing severe volatility despite the broader market appearing relatively calm. This also means options on individual stocks are far more expensive relative to index options than at almost any point in history. Furthermore, the S&P 500's 1-month put/call volatility skew ratio is up to ~1.65, the highest since 2021. In other words, put options are now 65% more expensive than call options. By comparison, this ratio was ~1.15 at the beginning of 2024. Volatility is building under the surface.

BREAKING: The largest publicly traded Bitcoin miner, MARA Holdings, is planning to SELL the majority of its Bitcoin reserves. MARA has just updated its treasury policy to allow sales of its accumulated BTC. The company currently holds 53,822 BTC, worth roughly $4.7 billion based on recent valuations, placing it just behind Michael Saylor’s Strategy.

If your child becomes a reader, about 80% of the education job is already done. That's my honest assessment after working in education for over thirty years. Everything else is secondary. Most parents think science education is important. Yes it is. But if you can't read the biology textbook, you're not going to learn biology. Reading is the meta-skill that enables all other skills. History requires reading. Science requires reading. Even math increasingly requires reading as it becomes more sophisticated. The child who reads voraciously will figure out everything else. The child who doesn't will struggle with everything.

It’s basically a norm now that every time there’s a new AI feature release, traditional tech erases few hundred billion in value Don’t see how that reverses anytime soon

First time $BTC approaching average hardware cost of production this cycle. Also coinciding with the historical 4-month window for a post-ATH structural floor We are beginning to deploy again

Happy Lunar New Year to our global OPINION fam and community Welcome to the Year of the Horse 🐎

The Silver Squeeze: How Solar Threatens a Decade of Deficits campbellramble.ai/p/the-silver-s…

Useful study from the Fed: Kalshi forecast error lower than Fed Funds Futures

Today, you really cannot focus on climbing the corporate ladder, relying on a monthly salary, or even building a traditional cash-flow business. These are all dangerous. You need to be invested, deeply invested, in the assets that have the most to gain from a rapidly changing world and environment. It is unlikely that you will be able to outpace the current winners when it comes to AI, robotics. Simultaneously, we are navigating a massive restructuring of the geopolitical order. The era of easy globalization is ending. Central banks are trapped in a cycle where they must devalue currency to service debt. In this environment, holding cash or relying on fixed income is a guaranteed way to lose purchasing power. The financial currents are moving too fast. If you are not invested you are immediately behind. The only true hedge against this dual tsunami of AI deflation and monetary inflation is ownership. We are moving into an era where the divide will not be between the "rich and poor," but between those who own the infrastructure of the future and those who are just users of it. The vast majority of future wealth will accrue to the assets that benefit from these shifts: Do not labor to compete with the machine, own the machine. Put every last dollar in the machine. Or be left behind.

Compared a few DEX perp venues and noticed something important: High reported volume ≠ real market activity. 24h snapshot Hyperliquid: $3.76B volume / $4.05B OI / $122.96M liquidations Aster: $2.76B volume / $927M OI / $7.2M liquidations Lighter: $1.81B volume / $731M OI / $3.34M liquidations Key reasoning In perp markets, if volume is driven by real leveraged trading, you usually see it reflected in: meaningful OI dynamics larger liquidation numbers stronger long/short stress during moves But here: Aster/Lighter volumes are close to Hyperliquid while liquidations are only ~1/17 to ~1/37 of Hyperliquid More likely explanation This “high volume + low liquidations” pattern often suggests a large share of volume may come from: incentive-driven looping (points/airdrop farming) market maker self-trading / wash-like flow or volume inflation from different reporting methodology Conclusion (objective) #Hyperliquid shows much stronger consistency between volume, OI, and liquidations — a better signal of real activity. Meanwhile, Aster/Lighter’s volume quality needs further validation (vs fees, funding, orderbook depth, and active traders).

Never forget the 4chan Nostradamus who predicted the entire market to the EXACT DAY.

Investors are piling into emerging markets at a record pace: Emerging Markets ETFs attracted +$20.6 billion in inflows last month, the biggest monthly intake on record. This marks the 12th consecutive monthly inflow. This also nearly TRIPLES the prior two months and DOUBLES the previous peak set in 2018. The MSCI Emerging Markets ETF, $IEMG, covering 24 emerging market countries, attracted $8.9 billion in inflows, or 43% of the total, its largest monthly intake since its inception in 2012. As a result, the MSCI Emerging Market Index rallied +8.8% in January, its best start to a year since 2012. Bullish momentum in emerging markets is accelerating.

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