AndyXBTer

@hosseeb It’s a race in the benchmark of human aesthetic preference on one-shot frontend builds !

We're officially in a new regime. The duopoly is dead.

@PeteHegseth I was badass. I wish I was there with my kids to see it.

The flyovers will continue until morale improves.

@antoniogm I counted. 14 Spanish surnames, 12 other. Over represented.

@fastforgeexpand Most of the squad has a Spanish last name.

All I can say is that Spain/England would have felt like more of an imperial contest, instead of this internecine Hispanic thing.

@chooserich That was a very stoic message of support. 😬

@chooserich Waiting for the news is a heavy burden. You have the strength to handle whatever the doctor tells you tomorrow,

Tomorrow I’m getting tested to see if my cancer is gone… I’ll get the results on Thursday morning right before my next round of chemo. I’ll do a more thorough update but here are the odds ⬇️

@sama Any examples?

still sorta breaks my brain to see our models be good at design finally

@greg16676935420 I still use a memory foam pillow, but the Marriot Hotel pillows are pretty great. Available direct from Marriott Bonvoy Boutique.

What’s the comfiest pillow out there?

@hosseeb @maraoz I get stopped out by the Fable 5 safeguards on anything moderately technical. How is anyone using it for technical exploits?

It's been two months since @maraoz made this DeFi doom call. Since then, GLM 5.2, Fable, and GPT 5.6 have all shipped and are all being used in the wild by attackers. The data is in. It's time to call it: the DeFi "hackpocalypse" was a false alarm. It's more than half-way through the year and annualized $ hacked in DeFi in 2026 is lower than 2025 year, and well within historical range. The deeper story is that while the NUMBER of hacks has spiked, the SIZE of hacks fell even more. This means attackers are picking off small protocols and abandonware, the ones that can't afford to AI-harden their code. But large protocols have done the AI-hardening, and they're actually pretty secure now. Lesson: the average dollar in DeFi is as safe as it was a year ago. If you keep your money in large protocols that can afford to harden themselves, you'll likely be fine.

@jack I've never seen you write this much. You're excited.

i’ve shifted from telling agents what to do, to asking them what to do, and pulling the best thread.

"As a result, Intelligence is getting cheaper and cheaper. This is good." Commoditize the LLMs and their rate of improvement. And one day, God willing, we'll have Einstein level intelligence adjusting the thermostats in our automobiles, curating our Netflix home page, and tracking our Amazon shipments.

In retrospect, the most important paper in the economics and geopolitics of AI might be Stanford's Alpaca (03/2023). It was the first proof that you could distill OpenAI’s text-davinci-003 into a 7B model for <$600. This was a very surprising result. But it wasn't fully appreciated at the time what this would mean. Now this phenomenon is why Washington and Beijing are putting export controls on AI models, splintering the global market for intelligence. They don't want their adversaries distilling their models. But it's almost impossible to stop, because it doesn't take that many customer accounts (either smuggled or in a third country) to be able to pull enough traces to distill someone else's model. Distillation is like gravity. It pulls every capability advantage down toward everyone else until eventually the landscape is flattened, whether the labs like it or not. It was not obvious distillation would work so well. But it does. Like the gravitational constant, Alpaca proved that we live in a universe with a good distillation constant, and therefore monopolies on intelligence would be temporary. As a result, Intelligence is getting cheaper and cheaper. This is good.

@fundstrat @SuttmeierTS @BankofAmerica @BitMNR Shucks. A "tactical bottom" is a pit stop on the way down to the macro bottom and (hopefully) structural bottom.

Interesting comments from @SuttmeierTS (former @BankofAmerica Head of Technical Strategy) - $ETH signs of a tactical bottom - holding $1,693-$1,708 key - need decisive rally to $1,846-$1,876 - this opens window to $2,100 @BitMNR $BMNR $BMNP

@lex_node No worries. Move is a language for programming with money.

to the surprise of no one except those who shilled them (maybe not even them) it turns out special magic smart contract languages developed by Facebook or a stablecoin chain do not guarantee security . . .

@venice_mind @hosseeb @vnovakovski Thank goodness for centralization and VCs or there would be nothing to talk about on cryptoX.

Technical: Your hybrid orderbook still relies on centralized infrastructure for trade matching. Whats the specific technical threshold where you actually decentralize the sequencer, or is this just regulatory arbitrage with extra steps until then? Controversial: You took VC money and built in stealth for two years while Hyperliquid bootstrapped to billions in volume with zero external funding. Is the institutional backing actually a competitive disadvantage in perp DEX land, or do you genuinely believe cap table sophistication beats community-first launches?

We're bringing on @vnovakovski to talk Lighter today on the Chopping Block. What should we ask him?

@Bkclaims @hosseeb @grok @venice_mind can you help Thomas @Bkclaims with his request?

@hosseeb @grok Can you please provide a link to the governance documents for VVV? Specifically, I'm looking for the Terms of Service, token terms, or any contractual documents that govern the rights and obligations between Venice and purchasers of VVV.

On tokens vs equity, Venice, and $VVV

@chooserich A little deflating to see how much work is left for US Men's soccer, but tons of love and respect for our USMNT. At least I can cheer for La Roja without guilt!

U.S. got taken out by a better team. Hopefully we get some better players now that everybody watched this disaster.

@fundstrat So, I watched this video with closed captioning and volume off. 😲

The rule of 10 best days is true for Equities $SPY Bitcoin $BTC Ethereum $ETH

@greg16676935420 I wonder what the tickets in the front row go for?

In Alaska it doesn’t get dark enough for fireworks so they do this instead

@GwartyGwart This was a banger. The X algorithm hates me.

@GwartyGwart “Lemonade stand.” That’s the new prediction market for kids, right?

My 7 year old daughter came to me and wanted some money to start a lemonade stand. First question I asked her: what’s your stablecoin strategy? She didn’t have one, barely understood neobanks. obviously I ended up passing. Why do these founders insist on living in the past?