Sean Holmes

BREAKING: President Trump extends the US ceasefire with Iran indefinitely.

The Sun is by far the biggest source of energy in our solar system Even here on Earth, the Sun accounts for roughly 100% of all the energy we use - fossil fuels are just ancient sunlight stored in plants, while wind, hydro, biomass, and solar power are all driven by the Sun right now Beyond Earth, the vast majority of spacecraft, satellites, and future Mars bases run entirely on solar energy The Sun puts out 3.8 × 10²⁶ watts - more energy in a single second than all of humanity has ever used in its entire history And just to put it in perspective: the Sun makes up 99.8% of the total mass of our entire solar system. Jupiter is only 0.1%. Everything else (Earth, Mars, asteroids, etc.) is basically miscellaneous We’re finally learning how to use the only energy source that actually matters ☀️

BREAKING: A deal is "expected to be closed" between the US and Iran tonight, per CNN. Details include: 1. A "regional source" has informed CNN that "some good news is expected from both sides soon" 2. Discussions are being steered directly by Pakistan’s army chief, Field Marshal Asim Munir 3. The White House said that Trump has been made aware of Pakistan's proposed ceasefire and that "a response will come" Oil prices are falling on the news and US stock market futures are now green. We expect to receive more details shortly.

The future of AI will be built on solana

This is the most complete Claude Code setup that exists right now. 27 agents. 64 skills. 33 commands. All open source. The Anthropic hackathon winner open-sourced his entire system, refined over 10 months of building real products. What's inside: → 27 agents (plan, review, fix builds, security audits) → 64 skills (TDD, token optimization, memory persistence) → 33 commands (/plan, /tdd, /security-scan, /refactor-clean) → AgentShield: 1,282 security tests, 98% coverage 60% documented cost reduction. Works on Claude Code, Cursor, OpenCode, Codex CLI. 100% open source.

Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.

BREAKING: The Nasdaq 100 has now traded below its all-time high for 100 days, the longest streak since 2023. At the same time, the index is trading less than -10% off the peak, the 6th time this pattern has occurred since 1985. In the previous 5 instances, the Nasdaq 100 was either flat or positive 80% of the time 1 month later, with an average gain of +1.1%. 2 months later, the average return was +2.3% with 80% positive outcomes. After 12 months, the index was higher 100% of the time, with an average gain of +17.0%. History suggests technology stocks are set to recover soon.

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI

@ThinkingUSD Love to see it! Where’s ZEC?

Total Hyperliquid Victory

A small thank you to everyone using Claude: We’re doubling usage outside our peak hours for the next two weeks.

BREAKING: Iran has given approval to the Indian government for two liquified petroleum tankers to pass through the Strait of Hormuz. Oil prices are falling on the news.

I don't think people understand how insane this actually is... Nasdaq just partnered with Kraken to enable 24/7 trading of tokenized stocks. The craziest part is it'll run on Kraken - not through traditional brokers like Schwab or TD. Last week the Fed, FDIC, and OCC confirmed tokenized securities receive the same capital treatment as traditional securities. Kraken also just gained access to Federal Reserve payment rails, putting a crypto firm inside the same core settlement infrastructure used by major banks. Think about what that means. A crypto exchange is now becoming the platform where tokenized equities trade globally, 24/7, 365 days a year. This is how trillions move on-chain. We're in the calm before the storm. Mass adoption is coming and Mass rotation of capital is coming with it.

We partnered with Mozilla to test Claude's ability to find security vulnerabilities in Firefox. Opus 4.6 found 22 vulnerabilities in just two weeks. Of these, 14 were high-severity, representing a fifth of all high-severity bugs Mozilla remediated in 2025.

BREAKING: South Korea’s stock market surges over +12%, on track for its best day on record.

Cardiologist wins 3rd place at Anthropic's hackathon. Out of 13,000 applications. Built in 7 days by Michał Nedoszytko MD. Coded day and night - in the hospital, in the cloud, while flying from Brussels to San Francisco. A few years ago, it would have been impossible for a doctor to build this alone in just a couple of days. AI changed that. The project is called postvisit.ai. It is an AI agentic care platform for patients. Including reverse AI scribe it is a companion that guides the patient from the moment they leave the doctor's office. Powered by the massive context window of Opus 4.6, it allows patients to explore their full medical history, connected devices, Evidence Based resources and external data sources — all in one place. Today, the barrier to entry has vanished; even a practicing physician can build an application from scratch.

It became clear to me that @Carvana was cooking their books and hiding fraud Enron style back in October. Shorted $390 with a year of theta, added $440 in Jan. $CVNA puts are one of my largest portfolio positions bc I believed the fundamentals confirmed my bearish bias and suspicion of fraud thanks to the research of @GothamResearch, @HindenburgRes and many many other citizen analysts. This shit is going to get delisted from the S&P. Their use of Drivetime to hide debt off their own books will get exposed and they will get indicated by DOJ & SEC. Im short. I've been short. Im staying fucking short. 🍌

What an incredible first day at The Polymarket. Thousands served today at New York City's first free grocery store — & we've donated 3 million meals on top of that! We'll be open again tomorrow, with a community donation hour from 5-6pm.

For what I'm pretty sure is the first time ever, Anthropic tops the @ArtificialAnlys Intelligence Index with a score of 53, a jump of 3 from Opus 4.5 and a lead of 2 versus GPT-5.2 xhigh It does so with the best token efficiency of any model

We used to hunt the bug down in the codebase with our bare eyes