Passerby

Theses that matter these days - Long AI supply chain (wafers/fab, CoWoS, HBM, chip) - Long frontier intelligence (Anthropic, OpenAI) - Long inference (reasoning, agentic workflows) - Long power and datacenter infra - Long vertical AI/specialized AI - Long AI-native drug discovery (peptide, ozempic) - Long private AI (confidential compute) - Short wrappers with no data moat

A Du'a that is stronger than all medicines...

There is hope for humanity. Things like this amp me up.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

retvrn to tradition come home anon

O Allah, Shatter the oppressors, restrain them, and make of them a warning to those who seek to follow their ways. Protect the innocent wherever they are. Shield the vulnerable from every harm. Bring swift justice to those who spread it throughout the earth. Our Lord, the corruption has been laid bare for all to see. Now let us see the corrupt stripped of their power in every way, and do not let us be counted among them in any way. Ameen

🇨🇳 🇺🇸 Trump: We need $2 billion a day to reopen the Strait of Hormuz China's FM Senator: But the Strait of Hormuz was already open before the war? The root cause of this disruption is your illegal military operations against Iran. You have created a Global Crisis OUT OF NOTHING

One year since Liberation Day: Crude Oil +50% Gold +48% S&P 500 +17% Bitcoin -22%

🇦🇺An Australian tech founder with zero biology background sequenced his dog’s tumor DNA, then used ChatGPT and AlphaFold to design a custom mRNA cancer vaccine. A month later, the tumors shrank by half. And this is just the start of AI medicine.

Bookmark this Because I see traders get it wrong all the time

Come use DeFi, they said

MEGA

This is what #Bitcoin looked like when it almost died. From $17 to $0.01 on Mt. Gox, total chaos. No one was bullish that day. Everyone thought it was over for $BTC. But it was only the beginning. 💪

@bitcoinjack 1x leverage

What has me puzzled is thay OI didn’t go to zero on some of these alts

@Xuvanqiang1 @PlasmaFDN try in discord

@PlasmaFDN Hello, I also lost my sales qualification because of an incorrect link to my wallet. Could you help me restore it? Before I linked it, it was possible. And I have already committed the funds to the plasma.

After just 5 days, the XPL public sale has surpassed $61 million in participant commitments. The final window to participate closes in 4 days on July 28, 9:00 AM ET. Trillions.

@EnsSalesBot opensea.io/item/ethereum/…

ENS Top10 Sales within 24H [ 06:00, Jul 21 (GMT-7) ] #ENS #Web3Names #EnsNames

@EnsSalesBot app.ens.domains/tetherusd.eth

ENS Top10 Sales within 24H [ 00:00, Jul 21 (GMT-7) ] #ENS #Web3Names #EnsNames

Some resources to track the ETH and BTC top holders & associated companies acquiring tokens. ETH: strategicethreserve.xyz BTC: bitcointreasuries.net Credit @traderpow for sharing the ETH one with me.

@donalt Chosen ones bra

Wait what did Syria do to provoke this? Did I miss something or is Israel just YOLO bombing everyone?