Rapolas Rimeika

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@philosophymeme0 This is often what choice people have. I'd also add an unknown amount of other lines it could go with unknown amount of people on them.

I posted this earlier in the week on @RealVision, but thought it was worth sharing here as well, just to give everyone something to think about. If you step back and look at the data, something interesting is happening in markets right now… When you line up liquidity with equities, you get this (chart 1).   And then compare that with the same liquidity measure versus Bitcoin (chart 2), a simple truth emerges: Both cannot be right...   Either equities are fundamentally mispricing liquidity despite trading near record highs, or Bitcoin is correctly signaling that the liquidity cycle has already peaked and that risk assets are about to roll over. Only one of these outcomes can ultimately be correct.   Now let’s separate data from opinion for a moment...   The data is clear: Global liquidity has not yet peaked.   Now to my subjective view…   I think Bitcoin remains the outlier here, and that the events around 10/10 temporarily distorted price discovery, for reasons I’ve discussed at length previously.    Equities, credit, and broader risk assets are behaving exactly as you would expect in a rising liquidity regime. They’re hovering near all-time highs...   Bitcoin, by contrast, is pricing a liquidity peak that the data simply does not support at this stage.   At some point you have to step back and ask: Is it more likely that one asset is right, or that every other BTC-correlated risk asset is wrong (chart 3)?   If you then layer in broader financial conditions, it stops being about opinion and becomes more about probabilities (chart 4). What really stands out to me is the sheer magnitude of the “Excess Fear Gaps” that have opened up relative to the macro and liquidity fundamentals.   Right now, the weight of the evidence suggests liquidity is still rising and, in our view, will continue to rise, and that is what risk assets are reflecting.   That means Bitcoin is the anomaly.   What I’ve done here is present the data objectively and my view subjectively.   This is the battlefield for 2026.   The bull versus bear debate comes down to one thing and one thing only: The direction of global liquidity...

@LowLevelTweets Nothing means anything, everything means nothing. I struggle to get engaged with ai generated content for more than 2s. No narrative, no meaning, no connection. People are either going to get bored or turned into drones by it.

MATRIX MULTIPLICATION MACHINE GO BRRRRRRRRTY

the only value Meta, multi billion dollar company btw, could find in AI, is to serve its customers AI generated slop content There’s a bubble

@LowLevelTweets Tim is Cooked

this is unironically the worst macOS update ever

@terminaldotshop @ThePrimeagen That's some pretty good copper bending right there

Teej insisted we post this

@day9tv Quake II the Edge

What is the most iconic map of all time? Any game, any genre, what’s the one map that everyone knows or should know?

This is our email moment. Normal people will use crypto at work. Then they will use it for fun. That took half a decade in the 90s. Things move much faster now, but the slowest piece is just human behavior. People need to get used to the concept of self custody pki. Just like they had to get used to the concept of a web link.

Solana is the fastest monetary system in the world.

@JanixGG @KevinWSHPod You can price items in satoshis. If bitcoin goes to million, one satoshi is one cent. 🤷‍♂️

@KevinWSHPod Most likely no more liquidity coming in to go higher It would be insane for a single currency to be worth 7fig, I'd have to count many .000 to buy a single burger

If BTC really goes to 1M (which it will) Why would it stop there?

Everyone in the 90s launched their own intranets. I don’t really care about settlement. If stripe or circle run their own setttlement chain, that’s great. Settlement has nearly zero value. dtcc makes 0.02 basis points / aum on settlement. What matters is where the users are and wormhole can bridge any L1 to solana users.

@DavidSacks It used to be "bacause covid" now it's "because AI" there's always something big big and intangible that is the scapegoat for all the ills and misfortunes.

The Job Loss narrative is a classic case of confirmation bias. Every time a tech company announces layoffs, it is attributed to AI, even though the trend pre-dates GPT-4. And when new jobs are created, that rarely generates offsetting positive stories for AI.

@fibonacci_sol @solana @solanamobile Solana survival pack

1. Solana 2. Touch grass 3. Solana

@hmpljs @thdxr I usually update my iAGI every year or two but last 5 years it's weeks and nothing original. All the AGIs feel the same...

@thdxr "I'm tired of the iPhone 11, I'll buy the iPhone 13, it has a better camera"

bored of gpt5 already when gpt6

@luluwb @martypartymusic @solanamobile It's not supposed to replace your iPhone or primary phone. It has a hardware wallet vault and a decentralised app "DAPP" store, where unlike apple or google they don't rip off developers.

@martypartymusic @solanamobile What's the deal with these? Why this over iPhone etc?

Solana Mobile @solanamobile begins shipping second-gen #Seeker smartphones to customers in over 50 countries. If you receive yours please comment below with pics.

@wesroth He's the best

I just saw a youtube video with the title "I saved a PNG Image To A Bird" I think it might be impossible to *NOT* click something like that... you're brain would immediately rebel and refuse to do anything else until you closed that "open loop" what's even weirder is that the PNG is a drawing of the bird itself...

@toly The best part of preordering a seeker a year ago is forgetting ever paying for it and now it's just a present waiting to be delivered.

order your seekers LOUDLY

@martypartymusic @solana @mert is going to fight with a ferocious yapping campaign to get back to no 1

#Binance takes the #1 position - top staking validator on @solana

🚨 JUST IN: $SOL FLIPS $BNB IN MARKET CAP!

3 of the biggest Solana critiques recently were: - extractive sandwich attacks - institutions/apps want control over sequencing for UX and MEV - hard to build onchain CLOBs due to sequencing this solves all of them — in one shot I can not overstate how big this is