Alex

@iciupe123 @TedHZhang Market Wizards

@TedHZhang Where can I learn how to position size Ted? I am actually dying to learn. I run a family office

If you are constantly checking your PnL for a specific position or your account's PnL, then you are oversizing somewhere.

@MilkRoad Lot of words without substance

Raoul Pal: Bitcoin is only competing for one thing - a share of global savings. "It can only ever get, by definition, to 100% of global savings." But smart contracts organize everything on the internet. "When you add in agents - it's an infinite TAM that goes on forever." (The smart contract L1s just take a larger and larger share of everything) FT @RaoulGMI @RealVision @goldmembrrr @SuiNetwork.

@cofounder_vc Everywhere.

@database_dealer @database_dealer where do you VibeMaxx❓ Share your vibe‼️

Is it even legal to be COOKING this hot in a grocery store?

@merge_api @Kimi_Moonshot @merge_api been moving different lately 🔥

@Kimi_Moonshot Congrats!!! K2.6 is now free on Merge Gateway for 3 days - check it out! x.com/merge_api/stat…

Meet Kimi K2.6: Advancing Open-Source Coding 🔹Open-source SOTA on HLE w/ tools (54.0), SWE-Bench Pro (58.6), SWE-bench Multilingual (76.7), BrowseComp (83.2), Toolathlon (50.0), Charxiv w/ python(86.7), Math Vision w/ python (93.2) What's new: 🔹Long-horizon coding - 4,000+ tool calls, over 12 hours of continuous execution, with generalization across languages (Rust, Go, Python) and tasks (frontend, devops, perf optimization). 🔹Motion-rich frontend - Videos in hero sections, WebGL shaders, GSAP + Framer Motion, Three.js 3D. 🔹Agent Swarms, elevated - 300 parallel sub-agents × 4,000 steps per run (up from K2.5's 100 / 1,500). One prompt, 100+ files. 🔹Proactive Agents - K2.6 model powers OpenClaw, Hermes Agent, etc for 24/7 autonomous ops. 🔹Claw Groups (research preview) - bring your own agents, command your friends', bots & humans in the loop. - K2.6 is now live on kimi.com in chat mode and agent mode. For production-grade coding, pair K2.6 with Kimi Code: kimi.com/code - 🔗 API: platform.moonshot.ai 🔗 Tech blog: kimi.com/blog/kimi-k2-6 🔗 Weights & code: huggingface.co/moonshotai/Kim…

Every SaaS app will be accessible via CLI

You need to understand one fact about OpenClaw People are biased and incentivized to spread disinformation about OpenClaw. That is because OpenClaw IS NOT PUMPING ANYONE’S BAGS, unlike most other projects Literally every other for-profit agent product is incentivized to trash OpenClaw, BECAUSE OpenClaw is a neutral third party across the industry and geopolitical scene. They MAKE MONEY when OpenClaw loses OpenClaw does not worry about making money for some investors. Its founder @steipete is a successful exited founder. He is motivated by having fun and democratizing AI, literally. That is why he is suddenly so loved by everyone. He cares about PEOPLE, not MONEY “OpenClaw is bloated” -> Since beginning of March, OpenClaw is thinning its core and putting functionality in plugins behind a plugin SDK. Having numerous plugins to choose from does not mean bloat. This was already copied by others and is still a work in progress “OpenClaw is not secure” -> OpenClaw has the most eyeballs and immediately addresses any security advisories as soon as they come. It is the most secure agent, by sheer pressure “OpenClaw is bought by OpenAI” -> Then why is my bank account so empty bro??? All maintainers are literally unpaid and working DOUBLE beside their dayjobs to ship features to you. Do you think VC money can buy that kind of commitment? Once you understand these facts, you’ll like OpenClaw even more. Because OpenClaw is your AI, People’s AI And you can join us too. OpenClaw is the easiest-to-join project in AI right now. You just need to start using it, and start making good contributions. If you are competent, you can become a maintainer, and join the rest of the team making history!

@Houstonomics @cofounder_vc 👋 Austin @Pushin_Chimpers

@KobeissiLetter Is any of this data real anymore?

BREAKING: The US economy adds 178,000 jobs in March, crushing expectations of 65,000. The unemployment rate fell to 4.3%, below expectations of 4.4%. This marks the biggest monthly job addition since March 2025. A much stronger than expect jobs report amid the Iran War.

@shensi @merge_api This is 🔥

We just built the #1 tool every AI team wants. Introducing @merge_api Gateway: LLM routing, fallback, cost guardrails, and security, all in one place. Everyone gets $10 free LLM usage on us to try it out. RT+ comment “Gateway” → we’ll double your credits.

@GavinNewsom Looks not so much. Huge personality match though.

For so many years people have been saying that Patrick Bateman and I look alike. Now this pic has been going all over the place. What do you think?

@chamath x.com/database_deale…

I think the concept of building a Software Factory is now a commonplace expectation. Yay. The winner still isn’t clear but whoever does the best job reimagining the software development lifecycle in a world of agents, AI, expert knowledge, tribal knowledge and business expectations can build a really good and useful product for the world. It’s early days but I think 8090’s Software Factory is on the right track.

@TFTC21 x.com/database_deale…

Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

@iciupe123 I’ve been retardmaxxing since Bretton Woods died and this is how they repay the faithful

Every Gold and Silver Bug should be IRATE at this meaningless war sending the USD and Yields sharply higher.

I know Silicon Valley startups don't want to hear this..... But the combination of someone in the trades with deep domain expertise and Claude Code will run circles around your generic software. I talked to Cory LaChance this morning, a mechanical engineer in industrial piping construction in Houston. He normally works with chemical plants and refineries, but now he also works with the terminal He reached out in a DM a few days ago and I was so fired up by his story, I asked him if we could record the conversation and share it. He built a full application that industrial contractors are using every day. It reads piping isometric drawings and automatically extracts every weld count, every material spec, every commodity code. Work that took 10 minutes per drawing now takes 60 seconds. It can do 100 drawings in five minutes, saving days of time. His co-workers are all mind blown, and when he talks to them, it's like they are speaking different languages. His fabrication shop uses it daily, and he built the entire thing in 8 weeks. During those 8 weeks he also had to learn everything about Claude Code, the terminal, VS Code, everything. My favorite quote from him was when he said, "I literally did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions and asking Claude to explain things like I'm five." Every trades worker with deep expertise and a willingness to sit down with Claude Code for a few weekends is now a potential software founder. I can't wait to meet more people like Cory.

@jjen_abel Navigating internal politics and gathering intel

enterprise sales is game of who can collect the most inside intel surprisingly most don’t play this game

@RAnSacks @sherlock_hodles The aftermath was even crazier

@database_dealer @sherlock_hodles The GOAT tweet of NFT Twitter

what’s the best CT tweet of all time?

@TheSanjayRavi The taste and curation layer of engineers moves to agent operators imo

@database_dealer Totally agree! The people who have the best design taste and understand their customers are going to win

@TheSanjayRavi Monetize relationships ok got it

Automate Everything Except Relationships. Here is the mental model: if a task does not require judgment or empathy -> automate it. Wrote a full breakdown on building an AI-first sales engine: acquisales.com/blog/death-of-… #Sales #Tech