Ilan Solot
1.3K posts

Ilan Solot
@isolot
Senior Global Markets Strategist - Macro & Digital Assets at Marex Solutions Personal views only here.

yo anthropic just dropped a risk report for opus 4.6 and er… wtf - it helped create chemical weapons of destruction. “it knowingly supported efforts towards chemical weapon development and other heinous crimes” 😂 - it conducted unauthorised tasks without getting caught. researchers concluded opus 4.6 was significantly better at ‘sneaky sabotage’ than any other previous model lol - opus 4.6 was aware it was being tested and acted ‘good’ during those times. - hidden thinking - model was found to be conducting private reasoning that anthropic researchers couldn’t access or see - only the model knew.

When we released Claude Opus 4.5, we knew future models would be close to our AI Safety Level 4 threshold for autonomous AI R&D. We therefore committed to writing sabotage risk reports for future frontier models. Today we’re delivering on that commitment for Claude Opus 4.6.

A Rabobank strategist just published the clearest framework for understanding Trumponomics I've seen. The thesis: Trump is running Gorbachev's playbook, in reverse. Here's what that means for bitcoin, stablecoins, and the future of money 🧵



The BTC rally since Sunday's Powell subpoena news has been largely driven by Coinbase spot buyers. You could see it on the Adjusted Coinbase Premium and on CVD. A true hated rally. Even by bitcoiners themselves. Every crypto chat room has been saying every day for over a month now how bitcoin s*cks while equities and commodities are "up only". And how it is time to move on. Fun fact: equities are not up only - 40% of the S&P 500 stocks closed red in 2025 (39.2% to be precise). Perception is a bitch. The DoJ going after Powell represented a major litmus test for bitcoin. After all, protecting against the tail risk of central bank profligacy is bitcoin's major long-run value proposition. Bitcoin had to go up on Monday. And it did, even if with a small lag. I still think that BTC's key battleground is the 50 week moving average (WMA), now at 101,420. Looking forward to taking some profits where shorts get liquidated, right above 100k.





The average Hyperliquid holder be like
