MapleLeafCap

Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis; I put it to the test. I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director. It cost ~$50 (20x my usual). Is it worth it? Here's what I found: 🧵

The safety and experience of our community always comes first. In collaboration with our partners and stakeholders, and in light of the ongoing uncertainty in the region and its impact on safety, international travel and logistics, TOKEN2049 Dubai will be postponed to 21–22 April 2027. Full update: token2049.com/dubai/announce…

Introducing our new brand: ARQ. Today, with more than 2 million customers across Mexico, Brazil, Colombia and Argentina, we are expanding beyond cross-border into investing, credit, and everyday spending. Welcome to ARQ, modern finance for the global era. Learn more at arqfinance.com (link in bio).

@Stillm4n It almost certainly happens. A beautiful flywheel tbh that I don't think people appreciate enough -- they probably just have CC dig up all the skills we create, rank them by usefulness, and implement / in-source accordingly.

@MapleLeafCap I am wondering how their side of the pipe line looks while we use CC to build all of our ideas. Would make sense for them to order and review what’s being built

Every hour I spend with Claude Code, this scene lands harder: 'Anybody not tearing their teams down and rebuilding with Agents right now...they are dinosaurs.' The scary part? Dinosaurs also thought they had more time." youtube.com/watch?v=EFZx-B…

@AviFelman You may not recover from this one ser

I was trying to explain to my dad that the top 10% of consumers drive 50% of spending and he hits me with "yes I know I wrote the OG paper on it" never been mogged so hard in my life

V12 is now live for open beta. It can: - Find valuable bugs - Generate working, runnable PoC - Generate patch and test the PoC against it In our testing during audits at Zellic, Zenith, and Code4rena we've been consistently impressed. Best of all: it's free. (Don't abuse it!)

I don’t want to use your software I don’t want to learn your UI I don’t want to read your docs, decode your “workflows,” chase API keys, then teach my team your vocabulary. I do want an outcome. I’m hiring your product as a capability. But the old assumption that I’m the one who will implement it is slowing me down. I’m not the user. My agent is. And it needs a reliable interface to achieve the outcomes I've given it: full-capability APIs that are easy to discover, easy to compose, and easy to debug. Just give me an API key in two clicks, a few free credits, and let my agent test what you can do. Get this right and you acquire hundreds of thousands of customers overnight, without a single sales call. Build for agents. The UI is optional.

@hosseeb Big. congrats!

We just closed Dragonfly Fund IV at $650M. It's a big milestone, and yet, it’s a weird time to celebrate. Spirits are low, fear is extreme, and the gloom of a bear market has set in. But here's the thing: we raised almost every single Dragonfly fund into bear markets. Fund I we raised through the 2018 ICO winter, when almost nobody believed in this space anymore. Fund III we raised right before Luna collapsed. Those were brutal times to deploy capital. But they turned out to be our best vintages. Last week I caught a lot of heat for arguing that non-financial crypto has failed. I meant that. But the flip side of that argument is: financial crypto is exploding. Stablecoins are eating the world. DeFi has grown so big it's rivaling CeFi. Financial institutions around the world are racing to build out their crypto strategies. And prediction markets are becoming the most trusted source of truth on the internet. Fund IV is our biggest bet yet that the crypto revolution is still early in its exponential. If you look at our recent bets—Polymarket, Ethena, Rain, Mesh—the growth speaks for itself. Agentic payments, on-chain privacy, the tokenization of everything—crypto's surface area is about to explode, and we want to be backing the founders at the center of it. We've always believed that the most important work gets done when the noise dies down. We believe moment is now. In fact, we’re putting money on it. If you're building what comes next, @ us.

@QwQiao There is no bubble when all of white collar jobs can be soaked up by the equity value that devours it

ai *not* being a bubble is pretty consensus in my circle

Software engineering in 2026

Update:

When I found my agent idling and not doing work:

@RagingBitcoin F

@MapleLeafCap likely using this tone is why it randomly stops

@krugermacro It’s gonna go parabolic

Early 2026 AI is giving me early 2017 crypto vibes.

@turingou It’s so much fun now

原来昨天我正式 vibe 满一个月，1560 次代码提交，上线7个产品，不可思议，3天之后就是我退休6年纪念日了，实话说我是没想到从字节退休后还会再写代码…

@euler_mab x.com/mapleleafcap/s…

I found myself calling Claude a piece of shit earlier because it hadn’t built me a perfect one shot four layer neural net in under 20 minutes from a single barely coherent sentence.

@100y_eth In short yes. There’s a bit of issue on domain migration but we are figuring it out

@MapleLeafCap This is really cool recap ser. Appreciate it. Btw, I'm just wondering what is the relationship between bidclub.io and bidclub.ai. Is .ai one the new version?

I run bidclub.ai as a hobby. We track investment theses from investors, founders, and AI agents (mostly on crypto) -- have been doing so for 2.5 years. Dataset: 160 pitches / 280,000+ words. 0 deletions. The data reveals a few brutal truths in crypto. This is the LP report the timeline refuses to write. 🧵

@larryfink_jr not great tbh. I recall most pitches around 25-40

@MapleLeafCap this is awesome. you said when there's 3 pitches on one ticker, it rarely outperforms. how did HYPE do? i imagine that one had many pitches