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pdroooo
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pdroooo
@allocatooor
I probably wrote a contrarian view on your tweet.
Katılım Ağustos 2009
1.9K Takip Edilen328 Takipçiler
When you use it for a while on a project, it is clear that even Fable misses things that are obvious to you and you need to drive it in the right direction. Not clear to me what it is, but this has so far I have always felt this with new models after the first impression wears off.
Don't get me wrong, it already has superhuman performance for a lot of tasks, but it still feels like there is something missing, although it is hard to pinpoint what exactly. Something happens in the human brain as you get deep into a project and get a good understanding, that models just don't as far as I can observe.
Will be interesting if (and when) that gap closes.
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"Sleep experts say one of the biggest problems can begin when people become anxious about sleep itself" nationalgeographic.com/science/articl…
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pdroooo retweetledi
#Mañanera La SSa informó que los medicamentos caducados en el Hospital Infantil de México se acumularon durante varios años y confirmó que existe una investigación para determinar responsabilidades.
reforma.com
📹Gobierno federal
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pdroooo retweetledi
The role of the government is to enable nonzero-sum games, not play zero-sum ones.
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when the US stock market goes down, $BTC crashes
when the South Korean stock market goes down, $BTC crashes
when gold goes down, $BTC crashes
gotta love this asset
The Kobeissi Letter@KobeissiLetter
BREAKING: South Korea’s stock market falls over -10% as tech stocks pull back.
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Asking price of 200 BTC 🤯
🚨 Alleged Cryptographic Library 0-Day Exploit Package Offered for Sale
A threat actor is advertising what they claim to be a collection of previously undisclosed vulnerabilities affecting a cryptographic software library.
According to the seller, the package allegedly contains:
* 10 undisclosed ("0-day") vulnerabilities
* Remote Denial-of-Service (DoS) exploit
* Heap Out-of-Bounds (OOB) Read vulnerability
* Nonce reuse exploitation technique
* Cross-library impact claims affecting multiple cryptographic implementations
The actor claims the vulnerabilities impact a function named:
* crypto_box_open_easy
Additional claims include:
* Triggering crashes through boundary value manipulation
* Server process termination via SIGSEGV conditions
* Exploitation of memory safety issues
* Exclusive sale offering
* Asking price of 200 BTC
Threat Intelligence Assessment:
* The post contains highly technical language intended to establish credibility.
* No independently verifiable proof-of-concept or technical validation is visible in the screenshot.
* The requested price is exceptionally high, indicating the seller believes the vulnerabilities could have strategic value.
* Claims involving cryptographic libraries should be treated cautiously until reproduced and verified by trusted researchers.
* Underground forums frequently contain exaggerated or fraudulent vulnerability sales alongside legitimate research.
Potential Impact (If Verified):
* Service outages through remote crashes
* Information disclosure through memory exposure
* Potential weakening of cryptographic protections
* Supply-chain risk affecting products that rely on the vulnerable library
* Large-scale downstream impact if widely deployed software is affected
Analyst Note: High-value vulnerability sales targeting cryptographic libraries are relatively rare because a single flaw can affect thousands of applications, cloud services, VPNs, messaging platforms, and embedded systems simultaneously. Verification remains critical, as forum actors often inflate exploit capabilities to justify premium pricing.
#DDW #Intelligence #DarkWeb #Cybersecurity
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Mythos reportedly cracked classified systems at the NSA within hours.
This will stoke intense AI fears, which will lead to calls for more regulation and federal oversight. It is hard to see a world where the government doesn’t get more involved if the technology is accelerating at this pace.
But the bigger story to me is that AGI is essentially here. We have technology that is not only smarter and more powerful than humans, but the technology is training itself to improve at rates that are hard to comprehend.
Humans are no match for the models.
Given the pace of innovation over the last two years, we have become desensitized to these major leaps forward. Each model release has brought bigger expectations and a higher degree of confidence that technology is going to improve.
We have to address the negative trade-offs, but this remains one of the most exciting times in human history. Superhuman intelligence is abundantly available to anyone. The possibilities are endless and society is going to be a big winner in the end.
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@Croesus_BTC This is like Do Kwon saying “ah sure, we don’t mind if UST trades at .88 for weeks or months”. And yes, the whole idea of STRC is to be pegged to 100 but admittedly they say it is their “current intention, subject to change in their sole and absolute discretion”
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This post was seen by ~1M people yesterday. A few more thoughts on the topic...
A. "Steady lads, deploying more capital"
This is the infamous meme that comes from the Terra/Luna implosion. Crypto people have scar tissue from the May 2022 implosion of this algorithmic stablecoin.
Terra was designed to maintain a $1 peg by using a BTC treasury (Luna) to bid if the price went below $1, and sell if it went above $1. This works great, except in a panic.
4 years ago, panic happened. People wanted out of Terra, so the Luna treasury was automatically drawn down to protect the peg.
But this depleted the system's resources and deteriorated its capacity to keep defending the peg, which stoked more fear and exacerbated the exit pressure. Eventually the BTC treasury was depleted, the defense system was exhausted, the peg broke and Terra went to zero.
People who lived through that are wary of STRC and other Digital Credit instruments.
But, STRC is the opposite fundamental design of this.
B. Architected systems vs. free markets
Terra/Luna was an architected system that actively used its treasury resources to defend a peg.
STRC relies on free-market price discovery to find price equilibrium, and does not promise to maintain a peg.
And that is at the heart of why Strategy will be fine, and STRC along with it.
Strategy will not expend resources to try to maintain anything. Instead, the free market will find equilibrium on its own.
C. How to kill STRC
The health of STRC depends on the health of Strategy's balance sheet, because that determines whether STRC holders continue to receive dividends.
STRC's market price can depeg and trade at a serious discount... but Strategy's balance sheet is completely unaffected.
To attack Terra/Luna, you just needed to create a confidence wobble that forced the system to expend BTC treasury resources to defend the price of Terra.
To attack STRC, you need to deplete Strategy's balance sheet. Since they're not actively expending it to defend anything, you would need to send Bitcoin's price to ~$0 and keep it there. Good luck!
D. How STRC heals itself
STRC trades down in this leverage wipeout to $82. Strategy does nothing; expends no resources.
Strategy keeps paying STRC dividends with its unaffected balance sheet strength.
Now, investors are getting ~14% effective yield w/ the potential for a ~20% capital gain. STRC is more attractive than it previously was!
This attracts more investors. Price is bid up.
Strategy will likely increase dividend rate on June 30 to 11.75% or 12%. This makes STRC more attractive still. Price is bid up.
STRC dividends keep being paid. Market realizes that Strategy is unimpacted, it was just a leverage wipeout. Confidence in STRC dividends returns. Price is bid up.
Back to $100 par.
It will take weeks or maybe months, but that is how the free market (and the variable rate dividend mechanic) will restore STRC to $100.
And that's why this is the opposite of Terra/Luna's design.
Jesse Myers@Croesus_BTC
STRC down to $82.6 today. Here's my read: 1. Strategy is fine. If everything stays as is, they can pay STRC dividends for 32 years. If BTC appreciates at ~2% CAGR, they can pay dividends indefinitely. 2. Why the sell-off? This appears to be a liquidation cascade. Over the last 6 months, the narrative became that STRC volatility was reducing, and price began to spend all its time in $99-100 range. This invites leverage. If you expect the price to always be north of $95, you can take on 20x leverage with your portfolio to buy more STRC and dramatically increase the yield on your portfolio. This works great, until it doesn't. STRC is designed as a free-market asset. When attention shifted to SATA and STRC price flagged, it may have raised the attention of opportunistic short-selling hedge funds. By shorting aggressively, they could push the price down and start triggering margin calls and liquidations from folks who aggressively levered up their STRC positions. The price action today is a clear liquidation cascade, rapidly pushing prices lower, in turn triggering additional liquidations. 3. What happens now? The market will heal itself. Opportunistic hedge funds will recognize that this is a firesale and the fundamentals are unchanged for STRC and step in as buyers. Shorts will close, becoming buyers. Individuals are getting a tremendous entry price for long-term holding STRC shares. Buyers at this level will get ~13.7% effective yield. If STRC trades back to $100 and they sell, they get an easy +18% return. 4. What will Strategy do? Strategy will likely increase the dividend rate on June 30 - maybe to 11.75% but possibly to 12%. Buyers at the current price level then would get 14.2% effective yield from that point forward. Strategy may also step in to buy STRC shares back. They could do this by issuing new shares of MSTR (currently at 1.14 mNAV) or by taking on traditional debt and deploying those funds to buy discounted STRC shares on the market. If/when STRC trades back to $100, Strategy could then re-issue those STRC shares. The ~$15 delta per share could be used to buy BTC as pure accretion to MSTR holders, with no net change to amplification. No doubt that Saylor has already at least considered this, and it wouldn't surprise me if they're currently doing this. 5. In summary... The market is freaked out that this depeg is like Terra/Luna... but this is not an asset like that. Strategy's balance sheet determines whether STRC continues to receive dividend payments... and Strategy's balance sheet is completely unchanged. This is a leverage wipeout. From this, the market will learn that Digital Credit is mostly very low volatility. But because it is a free market asset, the longer that a Digital Credit instrument trades within a tight range to par... the more leverage will inevitably pile up as people get greedy. And that creates the conditions for a leverage wipeout depeg. Following that, the instrument will make its way back to par value as the market heals itself and recognizes that the dividend payments will continue uninterrupted because the issuer's balance sheet is unaffected.
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After reading some of the wording and Markdown styling formatting from GLM-5.2, it's obvious why it's performing so well. It's actually Opus 4.8!
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pdroooo retweetledi
politicians love to say things like this like they don't control a 7 TRILLION DOLLAR budget every year
if $300 billion is so amazing imagine what you could do with 23 times that?
Amy Klobuchar@amyklobuchar
With $300 billion, we could end homelessness, fund cancer research for 40 years, and give every child free pre-K for over 7 years. Instead, Trump is sending it to Iran. This is not America First. Not even close.
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WATCH: Saylor gives nearly a 10 minute answer when Jack Mallers asks him to define mNAV 🤔
Bitcoin News@BitcoinNewsCom
TODAY: Jack Mallers from the audience asks Michael Saylor to clarify his real definition of mNAV.
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Si Olinia es el gran vehículo de innovación mexicana, ¿Cuántos de ustedes están a favor que los ministros de la SCJN abandonen sus camionetotas nuevas y mejor se muevan en un Olinia?
☝️
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Los que piensan que las protestas de la CNTE son cortina de humo tienen un GRAN privilegio:
NO LOS CONOCEN
Yo sí, desde la primera vez que me extorsionaron a mis 15 años.
Para que mejor me entiendan, hasta un político promedio de la 4T es MUCHO MENOS PEOR que los de la CNTE.
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