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🧵Bitcoin long shared to traders was straightforward. Congrats to anyone in the Asian session who caught the inside day breakout.
Now above the 20 EMA convincingly, back above all local VWAPs. Positioning and cost basis are supportive. Anyone long over the last month is in the money.
All flows leaning higher right now, spot and perps.


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BTC
5 times we tried breaking 71k and we have failed
3 times we tried breaking 62k and we have failed
ranging for almost a month now, which way western man?

Honey@honey_xbt
BTC is 5th time the charm?
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In January I asked OpenClaw to send 50,000 small invoices to Fortune500 companies every day.
Through experimentation we have found 2% will pay without checking if this is a legitimate invoice. These companies are wasteful — Claw captures that leakage.
$10m ARR as a solo founder in under two months. AI is enabling so many new business models. Thank you!

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Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
I have been attacking the narrative, warning of failed expectations.
I have yet to tackle directly the overvaluation of the market itself, which is generally a good thing - for a very specific reason. Along these lines, however, I do track something that I want to share with you.
open.substack.com/pub/michaeljbu…

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India is delighted to welcome Prime Minister Carney on his first visit to our nation. This is an important milestone in India-Canada relations. PM Carney's accomplishments, including those before he became Prime Minister, are very inspiring. I can say with confidence that from our very first meeting, the India-Canada friendship has gained new energy, mutual trust and positivity. Our talks today focussed on further strengthening this relationship for the benefit of the people of our nations.
@MarkJCarney




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🧵Last 48 hours in @TradingStable:
Called TMDE yesterday: Small-cap oil play off conflict tensions. 183% intraday move. Tiny stock but held the bid through massive volume. Called for a 1-2 day runner, closed up over 50% when momentum slowed an hour into the open.
KTOS: Great trade. Took it live on stream, clipped the trade from 92 to the highs before the deeper pullback.
Shared BATL, didn't take the trade, lesson learned, up 100% overnight.

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UBI is for pussies and slaves.
They are privatizing and repurposing all of human achievement for themselves and calling it training data or “The Corpus”.
Get up. And fight. Dammit.
Accept UBI and you enter that underclass, so grateful for the stolen morsel you were returned.

Ryan@ohryansbelt
@EricRWeinstein @joerogan Eric, do you believe a permanent underclass will emerge if safeguards like UBI arent in place? Or is it too late
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We believe Cursor discovered a novel solution to Problem Six of the First Proof challenge, a set of math research problems that approximate the work of Stanford, MIT, Berkeley academics. Cursor's solution yields stronger results than the official, human-written solution.
Notably, we used the same harness that built a browser from scratch a few weeks ago. It ran fully autonomously, without nudging or hints, for four days.
This suggests that our technique for scaling agent coordination might generalize beyond coding.
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Here is re-post of an internal post:
We have been working with the DoW to make some additions in our agreement to make our principles very clear.
1. We are going to amend our deal to add this language, in addition to everything else:
"• Consistent with applicable laws, including the Fourth Amendment to the United States Constitution, National Security Act of 1947, FISA Act of 1978, the AI system shall not be intentionally used for domestic surveillance of U.S. persons and nationals.
• For the avoidance of doubt, the Department understands this limitation to prohibit deliberate tracking, surveillance, or monitoring of U.S. persons or nationals, including through the procurement or use of commercially acquired personal or identifiable information."
It’s critical to protect the civil liberties of Americans, and there was so much focus on this, that we wanted to make this point especially clear, including around commercially acquired information. Just like everything we do with iterative deployment, we will continue to learn and refine as we go.
I think this is an important change; our team and the DoW team did a great job working on it.
2. The Department also affirmed that our services will not be used by Department of War intelligence agencies (for example, the NSA). Any services to those agencies would require a follow-on modification to our contract.
3. For extreme clarity: we want to work through democratic processes. It should be the government making the key decisions about society. We want to have a voice, and a seat at the table where we can share our expertise, and to fight for principles of liberty. But we are clear on how the system works (because a lot of people have asked, if I received what I believed was an unconstitutional order, of course I would rather go to jail than follow it). But
4. There are many things the technology just isn’t ready for, and many areas we don’t yet understand the tradeoffs required for safety. We will work through these, slowly, with the DoW, with technical safeguards and other methods.
5. One thing I think I did wrong: we shouldn't have rushed to get this out on Friday. The issues are super complex, and demand clear communication. We were genuinely trying to de-escalate things and avoid a much worse outcome, but I think it just looked opportunistic and sloppy. Good learning experience for me as we face higher-stakes decisions in the future.
In my conversations over the weekend, I reiterated that Anthropic should not be designated as a SCR, and that we hope the DoW offers them the same terms we’ve agreed to.
We will host an All Hands tomorrow morning to answer more questions.
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