Qrius

"This too will pass" #Terra #LUNAtics

@Yaki_fomoArt way more degens on tiktok than traders on news

even Goldman Sachs sold their crypto bag to buy $HYPE. is it crazy if I say $HYPE could outperform similarly to how $SOL massively outperformed last cycle. Solana became the home of onchain speculation because pumpfun solved the cold start problem for memes. capital stayed trapped inside one ecosystem because there was always another trade, another launch, another god candle. $SOL became the base for the house. the house always clipped the flow. huge market for sure, but memes still got a ceiling bc at the end of the day it’s mostly attention gambling and retail reflexivity. Hyperliquid is trying to pull the same gravity trick, but for a much bigger behavior which is leveraged price discovery. maybe eventually anything with a price and enough demand gets traded on Hyperliquid. it’s already happening with HIP-3 now. a perp DEX started with crypto leverage, then suddenly half the interesting story became weekend oil, gold, S&P, NVDA, TSLA, AAPL... and the next big one is probably pre-IPO. Hyperliquid on its way to becoming internet CME. then HIP-4 adds the next primitive inside the same ocean where traders already have leverage, margin, perps, spot, and liquidity. feels like ppl will instinctively think about $HYPE first anytime they want exposure onchain. same way everyone instantly looked for a Solana coin the second a meme went viral on TikTok. every cycle got that one trade everyone talks about after the fact. this time the answer sitting in front of us.

@steverabinow @bsvarchie @JasonPLowery no. "We define an electronic coin as a chain of digital signatures."

@bsvarchie @JasonPLowery One problem is that bitcoin can be sent without a signature by design. (The whitepaper is not a spec. It’s a high level design doc.)

The "Coin" in Bitcoin is not arbitrary like @JasonPLowery says in his 2023 MIT Bitcoin Expo. Coins are not money. Things that are coined make for good money. "Coin" comes from Latin cuneus — a wedge used for stamping. It first meant the die that did the stamping, then the stamped object itself. To coin something is to authenticate it with a mark of authority. @SLictionary The Lydians (an ancient kingdom in what is now western Turkey) started coining metal around the 7th century BCE. The breakthrough wasn't the metal — electrum (a natural alloy of gold and silver) was already valuable. The breakthrough was the stamp. Raw gold → mint (melt, weigh, assay, stamp) → coin. After stamping, merchants don't have to weigh and assay the metal themselves on every transaction. They look at the mark, feel the weight, and trust it. That's the work the stamp does. It transmits the mint's authority into the metal so anyone can verify it at a glance. @kurtwuckertjr — you probably already knew this but figured we'd tag you since you like history and numismatics. Satoshi, in the whitepaper Section 2 (bitcoin.org/bitcoin.pdf): "We define an electronic coin as a chain of digital signatures." Not a unit of money. Not a token. A chain of authentication acts. The signatures do what the mint's stamp did - authenticate. The whitepaper uses the word "mint" — but to describe the OLD centralized model Bitcoin replaces. What replaces the mint? Section 3: the Timestamp Server. The "stamp" in "timestamp" and the "stamp" of coining are the same word doing the same conceptual work - coining. A common framing — like @anil_bharrat's recent post: "Bit + Coin = Data + Cash System." This puts the cart before the horse. Better reading: Data + Integrity. Once bits have integrity, you can do anything with them — electronic cash, identity, SPV, data provenance, anything. "Coin" is not arbitrary. It is not synonymous with money. It is integrity. cc @vamosvigilante — what I was trying to explain in Austin last year. Better in writing.

if you wonder why @garrytan fights so hard for SF, see this map for YC companies in SF.

@leap_wallet you guys should be very proud of your work, among the finest in crypto, or anywhere. It sucks that Cosmos downfall dragged you down too, but that's how the cookies crumble sometimes. Hats off to your entire team & best wish for your next adventure.

Leap Wallet: Sunset Notice After careful consideration, we've made the decision to sunset Leap Wallet and its associated products. The products will be sunset on 28th May, 2026, and all users should complete their migration before then. We started Leap in 2022 to redefine what wallet experiences in crypto mean. Over time, that journey expanded across multiple ecosystems and 100+ chains. Through every phase, the team approached the work with conviction, care, and a deep sense of responsibility to the users and communities we served. This decision was not made lightly. We continue to believe in the long-term future of crypto and the interchain ecosystem, and we remain supporters of the builders still in the arena. What's being sunset The following products will be sunset after 28th May, 2026: • Leap Wallet (Extension, iOS, Android) • Compass Wallet (Extension, iOS, Android) • Leap WebApp • Swapfast • Leap Cosmos Hub Validator • Leap Cosmos Snaps Until that date, all wallet products listed above will retain their existing core functionality. You will still be able to view balances, send tokens, manage staking positions, and export your recovery phrase and private keys. All other products listed above will likewise retain their existing functionality until 28th May, 2026. What users need to do If you are using one of Leap’s wallet products, we recommend migrating your wallets to another wallet like Keplr, MetaMask, Phantom, or Rabby. Because Leap is a non-custodial wallet, your assets live on the blockchain, not in our apps. As long as you have your recovery phrase, you can continue to access your assets through another compatible wallet by importing that recovery phrase. Your addresses and balances will carry over automatically. If you have ATOM delegated to Leap’s Cosmos Hub validator, please redelegate to another validator to continue earning staking rewards. We encourage doing this as early as possible to account for network unbonding periods. Detailed migration guide and FAQs can be found on the website - leapwallet.io What to expect next After 28th May, 2026, all Leap products will be sunset and will no longer function, including applications already installed in your browser or on your mobile device. Even if you do not migrate from Leap to another wallet before that date, you can still recover access to your assets by importing your recovery phrase into another supported wallet Migration support will be available through our official support channels until 28th May, 2026 at support@leapwallet.io Thank You Thank you to all our users, for letting us serve you through so many market cycles. Thank you to our amazing partners, for helping us build experiences & worlds we never thought possible. Thank you for Leaping with us. 🐸 💚

@dieworkwear thank you, I've learned a lot from your posts. Since your posts are often very detailed and completed with relevant photos, I wonder how long does it usually takes you to create one of these posts?

The question of socks, shoes, and tailoring all comes down to whether you know how to read formality in tailored clothing. There is no simple answer to this — people who pretend otherwise often lack a nuanced understanding of menswear. Let me show you. 🧵

@VibeMarketer_ Per-seat pricing is only one part of total SFDC costs. SFDC makes more money on storage (!) and now they will make more on token budget at enterprise scale. They'll make more on agentic activities than human.

salesforce going headless is bigger than people realize. software has been priced per seat for decades. the entire business model assumes a person logs in, clicks around, and gets value from a dashboard. agents don’t log in. they make API calls. so what happens to per-seat pricing when the primary user of your platform isn’t a person? when one company runs 50 agents that each make more API calls in a day than the entire sales team makes in a month? every SaaS company is about to face this question. salesforce just forced it into the open by going fully headless. the ones that figure out agent-native pricing first will own the next cycle. the ones still charging per seat while agents do the work will get left behind.

@timecaptales Bruce Lee's student also.

Chuck Norris held a 183-10-2 record and was a 6x world champion in full contact bare knuckle karate. On top of that, he beat heavyweight kickboxing world champion Joe Lewis 3 consecutive times and also had a brutal sparring match with undefeated kickboxing world champion, Bill Superfoot Wallace, that lasted an hour and a half. According to Wallace, they practically stalemated and "beat the crap out of each other". Chuck was trained in kickboxing/boxing by Benny The Jet Urquidez and was also trained in BJJ by the Gracies and Machados for 20 years. Even being able to submit Carlos Machado himself on occasion. Chuck had a 315 Ibs bench press at 180 lbs bodyweight and was said to have a grip back in the day that nobody could escape from because he was so strong. Even Jean Claude Van Damme said he'd never fight Chuck Norris, despite being a kickboxing world champion himself. Chuck held a 10th degree black belt in Chun Kuk Do, a 9th degree black belt in Tang Soo Do, an 8th degree black belt in Taekwondo, a 5th degree black belt in Karate, a 3rd degree black belt in Brazilian Jiu Jitsu and a black belt in Judo. Rest in peace, Chuck!

@gogoDiego I remember the hype. Modular vision was never realized and builders & players moved on to new narratives. Being on Cosmos didn't help either.

@ZynxBTC I'm a MTPL fan on sideline, down trend not complete. When BTC recover, MTPL will be a story for the ages. I'm cautious now though, if it drops through 290Y level, the next weekly strong support is at 110Y (!). Hope they don't buyback, & buy BTC instead.

The pain continues for Metaplanet. It's now on track for its lowest close in Tokyo since 2024. Sentiment has completely unwound and the market is testing how much conviction is really left behind the Bitcoin/Bitcoin Treasury thesis. I'm still bullish and doubling down.

@byaliceyin I'd bring a radar gun too if I had to pay over $1M for her training!

lmao this is the greatest interview i’ve read all week cbsnews.com/news/after-ret…

@Pledditor $naka rationale: buy at BTC NAV, and get an operating company to accumulate more BTC. (value trap?) est. NAV (~$158M from BTC-debt + ~$107M acquisition value) ÷ 978.7M shares FD ≈ $0.27. no position myself, only musing thoughts.

We can talk about mNAV compression, zombie companies with negative earnings, and grifting executive compensation packages all day. But the truth is BTCTCs are a flop for a more fundamental reason. There is no MOAT to being a bitcoin exposure vehicle in 2026, they don't actually solve problems for anybody. Truth is, bitcoin is no longer hard to buy, not hard to store, or hard to hold in a securitized wrapper. At least with REITs (the real estate equivalent to bitcoin treasury companies), the value proposition actually makes sense because purchasing and maintaining a portfolio of real estate in the real world is extremely difficult for an ordinary retail investor.

@RayDalio missing in list of warfares: 6. Mindset warfare: conflicts involving using media and influence to shape and benefits from opponents' policies/positions driving by their own population & resources. Example: Russia & Iran successful psyop campaign against US & Western Europe.

@SarvasvKulpati agree, SF is full. Don't move here.

Not enough people here for the Super Bowl understand how bad SF really is. Understand that the beauty is a passing phase. For most of the year it is dull, grey and dreary. Every street is teeming with dangerous people. We fear for the children. You probs shouldn't move here.

@rinegade I'm not making the mental jump to blame shadowy figures, but I'm also not letting in clawdbot either. That looks awful lot like a sleeper backdoor to me or one update away from.

@shawngoloid_ @tolstoybb wym? The hills & valley, corroding ocean air, earthquake-preps makes infrastructure to build & maintain a lot more expensive. NIMBY laws stacking on cost. Despite all that, we've got a pretty good city. Madison is fine & appreciate all the Badgers you send our way.

@tolstoybb doesnt count because you guys didnt have to work for it. now, madison? wisconsin? beautiful.

Unfortunately the influencers of America B are learning that San Francisco is the most beautiful city in the country.

@himgajria oh wait...I thought this is the norm. You'd get so many pitches, but your capital/bandwidth is limited. Therefore, you'd have to pass on a lot more deals than invest.

@garrytan going soft on these crimes means more violence against elderly Asians. How can these judges sleep at nights with their blood stained hands? where are the protestors on the behalf of elderly Asians?

In San Francisco, Asian American elders are being assaulted and murdered And their killers are not being held to account This is an outrage. Judges who hold their own virtue signaling higher than the lives of the elders of our community should resign now.

@MsMelChen @PiratePatriot47 Hey @dieworkwear do you have any recommendations for @MsMelChen ?

@PiratePatriot47 Denim… really??? What’s a good Japanese denim line ???

When the Japanese decide to master something, whether it’s cars, cameras, animation, knives, or yes, whiskey and craft cheese - they will perfect it into its final Platonic form. How do they do it? Obsession with kaizen (continuous improvement). And they will apply themselves relentlessly - without ego - to incremental refinement. This is in contrast to the attitude of “Cha bu duo" (差不多), a Chinese phrase that means "close enough” or "more or less," which leads to cutting corners, a mindset and attitude that is common in China. In contrast, the cultural default in Japan is that “good enough” is never good enough. The Chinese concept of 差不多 is a result of the Year Zero Mao introduced and decades of brutal communism, but it does lead to faster innovation compared to the slower kaizen method. These days, the Japanese beat Scotland at the whiskey game, make the best pizza, and their cheesemakers in Hokkaido win the top global awards. The Shokunin spirit (craftsman mindset) infuses Japanese culture with a respect for becoming a true master of one thing. You see this whenever you visit Japan. A 21 yr old baker in Osaka might spend 10 years just learning how to shape croissants before he’s allowed to touch the dough at a top shop. That level of apprenticeship and pride in technique is rare elsewhere. It’s not just Japanese autism but Japanese neuroticism that makes them obsessed about supply-chain control and ingredient quality. They’ll fly in Piemonte flour for pizza, Isigny butter for viennoiserie, or specific Scottish peat for whisky, then control every variable (water source, barrel toasting, humidity in aging warehouses) to a degree that’s just detrimental to profit margins. We should thank the Japanese for their cultural operating system. It enriches everything it borrows from elsewhere, and then masters it. This is why the world loves traveling to 🇯🇵

@0thernet @zocomputer how private is our data when working with LLMs on Zo ?

today we're announcing @zocomputer. when we came up with the idea – giving everyone a personal server, powered by AI – it sounded crazy. but now, even my mom has a server of her own. and it's making her life better. she thinks of Zo as her personal assistant. she texts it to manage her busy schedule, using all the context from her notes and files. she no longer needs me for tech support. she also uses Zo as her intelligent workspace – she asks it to organize her files, edit documents, and do deep research. with Zo's help, she can run code from her graduate students and explore the data herself. (my mom's a biologist and runs a research lab. hi mom) Zo has given my mom a real feeling of agency – she can do so much more with her computer. we want everyone to have that same feeling. we want people to fall in love with making stuff for themselves. in the future we're building, we'll own our data, craft our own tools, and create personal APIs. owning an intelligent cloud computer will be just like owning a smartphone. and the internet will feel much more alive. THIS ONE'S FOR YOU MOM ❤️ special thank you to @modal, @pydantic AI, and @steeldotdev for being great partners leading up to this launch. and thank you @cursor_ai for being my sword 🗡️ and thank you to everyone who believed in us. a small handful: @southpkcommons, @adityaag, @chrisbest, @rauchg, @immad, @shreyas, @MattHartman, @lessin, @gokulr, @sabrinahahn, @iqramband, @whoisnnamdi, @guruchahal, @mikemarg_, @gaybrick, @SJCizmar, @magdovitz, @anneleeskates, @henloitsjoyce, @sugarjammi, @vibethinker, @aaronmakhoffman, @Sunfield__

I became interested in $MTPLF months ago and the pricing froth told me to wait. Months later, I'm still waiting, watching their executions, fundamentals growing while PA cratered. This build my conviction to enter at scale whenever. Patience is an edge. very boring though.