Memento Mori

Hot take: Claude Cowork > Claude Code / ChatGPT Codex Fact you can intertwine development/coding, research, hypothesis generation, off-the-beat discusssion and infinite trajectory expansion will beat any pure-coding-and-planning mode in this day and age by 10x. I am 100x

Hot take - Very smart individuals working obsessively with latest models (e.g. Opus 4.7) will out-win clawdbot/automation agents by 10x for the next 6 months. Codifying raw intelligence is still outside of frontier models/agents for now.

How to accelerate everything: 1. You deep learn something in your area of expertise using notebooklm + claude. 2. You set claude.ai chat with github + vercrl flow to auto generate work. 3. You deep research using Manus and add findings to step #2 for continous iteration. Repeat by extending knowledge (#1) and research (#3). You will become 100x.

@0xGeeGee Yes. Thats now compressing but it almost seems like an arbitrary formula leftover to generate that skew.

In a way it's incredible that perp shorters have gotten paid 5-10% for years now while when you need to borrow those same assets you pay 1-4% (although generally net borrowing fees are zero when accounting for interest on collateral, and even negative if you get the direction right)

Delpho has acquired the USDV ticker on @HyperliquidX for our upcoming stablecoin. Over the coming weeks we will begin rolling out beta access to early users, ecosystem partners and capital allocators.

@JamesonCamp How can you pay a premium for something is real if there are no specialists to verify it/pass their deeo judgement? How do you get innovation in medical/energy as suggested without specialists?

Bets I'd put $1M behind right now. Most people disagree with at least half: › The specialist era is over. Generalists with taste win from here. Entire generations were raised wrong. › The loneliest generation in history is about to overcorrect hard. IRL events explode. › AI slop floods everything. People start paying a premium for proof something is real. › Reality TV has a massive renaissance. Only content you can't fake with a prompt. › Creators matter more not less. In an AI world your resume is worthless. The only thing that matters is what you've actually built and whether people trust you. › 4-person teams start producing what 400-person companies used to. Boring businesses get automated first and fastest. › Everyone predicting the death of enterprise software doesn't understand moats. Salesforce isn't going anywhere. Neither is Workday. › Local models catch up to cloud models the same way 5G caught up to broadband. For 95% of what you do you won't be able to tell the difference. › When that happens the $200/month AI subscription dies. Models run on your device. No data leaves your machine. No subscription. OpenAI's business model has a clock on it. › Every investor is obsessed with the AI software layer. That's the wrong layer. The money moves to hardware, chips, and energy. Nuclear. › When labor gets commoditized the only scarce resource left is energy. Be long anything that produces it. › Peptides go way beyond GLP-1s. Individualized protocols for sleep, recovery, cognition become the new baseline for anyone serious about performance. › AI-enabled drug discovery doesn't just find new drugs. It finds disease-modifying treatments. The kind that change how long humans live. › Someone alive today reaches 150. I actually believe that. › I believe in the Fourth Turning. The world gets scarier before it gets better. Be long defense tech. › Bitcoin becomes the payment layer for AI agents. Autonomous systems need autonomous money. Crypto finally gets a use case that isn't speculation. Missing anything?

@calvinfroedge Sinai was relased in peace talks quite a while back, I know - my father was there with his tank squad and so was my mother as an army paramedic. I was personally in Sinai 20 years ago in a family vacation, was great. You really know me, my people and our joint agenda so well.

@adambuildsweb3 They've kind of got their hands full with Lebanon and Syria right now, but I promise you Sinai is on the docket

No matter how much China wants peace in the Middle East, no matter how much Trump might regret this absolute shit show he pranced into, and no matter if Iran is willing to accept peace, as long as Israel exists they will continue to make peace impossible.

@Selkis_2028 Zero chance of ww3 no matter what happens

This is the most important man in the world right now. If the Israelis kill him before the U.S. can negotiate a peace deal, we will be plunged into WW3 and a global depression.

@calvinfroedge How is the Israeli ethnostate expanding there though

@adambuildsweb3 All it took in Egypt was a brutal dictatorship that's bribed by Israeli interests

@calvinfroedge Where is the struggle between Israel vs Jordan/Egypt?

Israel is a country that by definition can never accept peaceful coexistence with other states. They murdered their own prime minister for signing the Oslo Accords. Israel can only survive in a state of perpetual struggle as it attempts to grow its apartheid ethnostate.

Humanity cultivated the grain, then grain switched to cultivating humanity. Humanity cultivated the computer, now the computer is cultivating humanity. AGI isn't the inflection point. We already crossed it.

150 and counting, find out where you rank.

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@ArchiveExplorer @PolymarketTrade Why pay double the fees and not just buy the winning side at 0.8/0.9?

Make money no matter who wins the game The simplest sports cheat code nobody even thinks about Buy both YES and NO when the match is 50/50 Wait for one side to crash to 0.20 Sell the cheap one, hold the expensive one, take the spread Example: NBA Finals Clippers vs Warriors - 50/50 You grab YES for $50 and NO for $50. Total $100 Now you just wait First quarter: Clippers blow them out 30–15 Market panics. YES shoots to 0.80, NO dumps to 0.20 You sell NO at 0.20 → lock in −$30 but hold YES End of the game: Clippers actually win YES = 1.00 → +$50 Net profit: +$20 You either use the volatility or you get crushed by it

@Colasama @iliensinc There's like 100m of lending liquidity in HyperEVM, they just need to supply + borrow stables/BTC/ETH at 30%-40% LTV (and sell that).

The annoucement from @iliensinc is honest but very underwhelming. I had expected the team to collectively tame down the unlock amount (to the amount that would still give them more Yachtzee and mansions than they could enjoy). But unfortunately that didn't happen. Now we have 11 people that have the power to single handedly nuke the HYPE chart. Can't find who says this, but there some truth to it: "Jeff and Sophie have decided they wont sell but engineer #4 wants to experience what it feels like to have fuck you money"

@AvishayOvadia מעולים בדנה, מסכים

לכל מי שסקפטי ומיואש מעתיד ישראל, ביקור קצר עם הילדים בבית החולים ״דנה״ באיכילוב, יחזיר לכם את התקווה. הרבה נכתב כבר על היעילות והמקצועיות של מערכת הרפואה הישראלית. אבל בסוף זה האנשים, החיוך, החדווה. והגישה שבאים לבדיקת דם ולפני עושים לילדה סדנת הכנה מסבירה ומרגיעה. פשוט שאפו.

@gametheorizing What about fully on chain implementation with fully on chain insurance?

I haven't commented mentioned USDe at any point but to address here-- Synthetic dollars are on a spectrum of how much hidden risk they are taking, and how well they are being run. USDe obviously is on the end of the spectrum where its well run and has fewer (tho definitely nowhere near zero) risks. But it also paid out a lot lower return than the riskier ones that just blew up this week. If the backing of the tokenized dollar isn't its native substrate, ie in a version of a custodied fiat holding of the issuing government's direct instrument, theres risks being taken -- Theoretically there's an efficient frontier of Risk x Reward that the market oscillated towards, say- 1x per decade 'grey swan' risk pays treasury+2% 1x per 4 years 'grey swan' risk pays treasury +5% 1x per year 'grey swan' risk pays treasury + 15% Obviously these are just to illustrate the shape of the frontier curve, not specific numbers. When it comes to USDe since I'm being asked if its a reasonable comparison to xUSD and deUSD etc- It's a lower risk lower yield part of the same curve. Great BD and execution has arguably made it historically return quite higher than its risk premium would have implied, clearly gdog = gbeast. But lets not pretend USDe wouldnt be impaired if eg a major exchange fully blew up. Even if the assets used to trade on it would be safe in 3rd party, the upnl wouldn't be. So bottom line, hope nothing ever goes wrong with USDe and so far so good- but forever is a long time for nothing to go wrong-- and when competitors start putting pressure by paying higher yields without blowing up for x-period of time, its pressure to add risk to catchup on yield. Probably good idea to focus on having a larger insurance fund as % of assets for a cushion instead of doing token buybacks, but I understand theres a lot of parameters at play with token prices. There will always be new and different approaches to tokenized yield products, as an industry I would like to avoid systemic risks of hardcoding yield funds as = $1, even if they are on the lower risk side of the spectrum. This week showed us what can go wrong, hopefully the lessons from $100m are learnt and it was a good thing things didn't grow to much larger before it was demonstrated in live. Much respect as always.

@0xBobdbldr @wajahat Insurance is the way to go (y2k style, variation), already looking into it, talk to me

There must be a better way to represent the risk profile of those synthetic yield bearing stablecoins that can possibly complement pendle mechanics The past 40 days @wajahat and I been discussing the risk profile of those assets almost every day, and how can we prevent / maintain different payoffs to be fair for all market participants, and I think this will open the door for a new defi primitive we are working on For you, what do you think is best to be implemented to have more known risk expectations for users?

@berastotle Way ahead of you, 100x

After the events of last week, I've lost faith in tokenized hedge fund stablecoins, and will therefore be rotating all the claim refunds into $USDC, depositing on Kodiak Perps, and longing $BERA on 10x leverage.