pavy

@TheFlowHorse Same

I need to know what was going on in Max Richter’s life when he wrote “On the Nature of Daylight”.

@0xPajke @0xSisyphus What’re you doing instead?

@0xSisyphus used to use cursor daily, haven't used it in half a year now

Due to the rate of change, a lot of AI companies will probably end up looking like crypto projects: not existing in a few years, but making early investors and employees wealthy along the way The only good way to participate is seeding and selling on big fundraises

@Trader_XO Anything specific you’re working on you care to share?

Over the past 40 days, I’ve been deep in code, nonstop, exploring what’s now possible with coding-focused LLMs and agentic AI orchestration. Before going full-time into trading in March 2020, I had around 12 years of professional software development experience. Between 2020 and 2024, I made several attempts to step back in, but it always felt like a grind, too much boilerplate, too much mundane repetition - whilst balancing trading. The last month or so has been different. I’ve been putting in 12+ hour days without noticing where the time goes. Coding and learning dominate my days, and I’ve built more in a few weeks than I managed in several previous years combined. These tools are extraordinarily powerful and honestly addictive. There’s no reason not to fully leverage them across multiple domains and verticals. For those newer to software development, the edge is shifting. It’s becoming less about reading every line of code and more about understanding systems, how software fits together end to end. If you’re early in the journey, focus on fundamentals: frontend to backend, distributed systems, services, security, DevOps, and deployment. Add in agentic, multi-model RAG (LangChain, LangGraph, vectors etc..), and deeply understand the problem domain you’re solving, and you can spin up remarkably capable applications. Phenomenal times we’re living in and my passion for building is back. So addictive, in fact, that it’s time to park day trading, shift to HTF swings only and grasp this opportunity infront of us. Wishing you all a blessed week ahead.

@TheFlowHorse Very cool, what kind of telescope you get?

My wife bought me and my daughter a telescope for Christmas because she knows I used to be a space and astrophysics nerd. Got to show my 3 year old a crystal clear Jupiter and it’s moons tonight. Mind blowing.

@CryptoParadyme @gammichan Fink/Brian/et al. want buyers so they say “no winter”, enough believe it so it never goes that low + mainstream availability (e.g. 401k) makes it feasible, which results in no winter Say no winter -> believe no winter -> buy like no winter -> there is no winter

>all I was saying was I don't think it's some conspiracy/collusion Last week: Fink says SWFs buying on stage with Brian Fink/Brian say on stage no crypto winter BofA suggest a 4% allocation to btc Schwab signals interest (which was not news) Vanguard lifts their embargo on btc etfs (after stubbornly refusing to for the entire cycle) Today: BNC clients can buy bitcoin with Coinbase CZ says on stage super cycle maybe That's just from the institutional crowd in the span of ~ one week. From there's a trickle down effect to influencers who got their signal and from there social media takes over. To quote the prophet George Carlin. "You don't need a formal conspiracy when interests converge." I love the mindgames of markets and fading prevailing sentiment is how I made my riches this cycle. Until that stops working I'll maintain my tinfoil hat ramblings.

it is concerning observing the political, financial, and misc influencer forces that are aligning trying to convince you we don't have a year long bear market on $BTC. I'll eat humble pie if I'm wrong. I'll eat humble pie if we chop around 90-100k for a year. But until the charts improve or a tangible narrative shift occurs, we assume that everyone is wrong trying to break the simulation via press and sentiment. Bear markets are a feature, not a bug.

@TheFlowHorse Same

My favorite thing to do this time of year is tip absurdly well. Quietly overdo it, especially around Christmas. If you are in a position to, the holidays are the best time to pay it forward.

@peckerponzi Interested

25 days until Christmas 🎨 Sarah Fox-Davies

@blknoiz06 Assuming she wears some already, measure them

yall ever asked a girl her ring size?

I haven’t found a good solution for the design side, not even for only mockups / wireframes. They’re just not good (yet). Once you have an established application (i.e. with a design system), things seem to improve a bit. But, you can still get it to do the heavy lifting on FE, then just manually finesse the UI If you figure something out, let me know

I am attempting to vibe-code a personal website in Cursor, which is easy on the back end, but the design still sucks so badly and isn't what I want. is there a better second tool for frontend design that is AI?

@goodalexander Why in Steve Job’s garage? Or is that just to get to a ~general starting point?

We are in the Third Phase The first phase was the evolution of the internet. The internet was designed to transfer vast amounts of information from the physical world into a single, unified repository linked to all human minds. This evolution was partly economic - i.e. Teslas recording the roads, or Google Maps cars driving around. And partly non economic - i.e. LibGen Pirating all books, and Napster etc pirating all music. The phone became an appendage, an extra limb for the average human. Economics made it inevitable that your gym would be filled with online prostitutes with tripods recording their squat routines. Ants do not consider why they bring sugar to the Queen. They just do it. The second phase was the evolution of artificial intelligence. This was the vast scaling era that we have just experienced. That we are still in the midst of (but according to some, such as Ilya Sutskever, is slowing down in terms of its incrementally). The previously parasitic appendage (mobile devices, and machines) became vaguely less so. You could now talk to machines and have them do work for you directly. It is important to understand that this phase would be impossible were it not for the internet. And the companies that are the rockstars of the AI era - are for the most part, entertainment companies. Nobody invested in NVidia in 2016 saw the company primarily as a driver of the future of global GDP. It was primarily a graphics company - designed for playing video games, or maybe optimistically self-driving vehicles The important part to interject here - is that the linkages between the first and the second phase *spontaneously appeared*. And it wasn't always even really economic. Just a sea of reddit comments. Onlyfans stars. Shitposts. Pirated books. And sure, a lot of monetized ads. Video games. Things we all thought were useless that were suddenly transmuted via AI into the primary economic primitive of our society and focus of a military arms race. The Third Phase - is far more interesting, at least to speculators. Blockchain technology makes money itself an internet phenomenon. The founding of Paypal and most fintech companies was premised on the strange observation that money was basically completely a separate mechanism from the web. And needed efficient rails to enable e-commerce, online speculation, and efficient global transactions Stablecoins and blockchains being injected to all payment rails have a sort of arbitrary feel. "Who is asking for this?" But if you've been following so far. Sometimes nobody is asking. Things just happen or spawn organically in a natural evolution. But what they facilitate is important Prediction markets have turned every idea into something you can gamble on. Every asset will be within 5 clicks of everybody's web browser. And due to the actions of the US adopting US dollar stables, Europe and Japan will be forced kicking and screaming to implement CBDCs. Which will of course have smart contracts bolted on them. Which means that every corporate asset will inevitable exist on chain - and be represented on a public blockchain ultimately (even if not ultimately settled there) Much as people did not see the linkages between video games and All Encompassing Global GDP Driving Cybernetic Intelligence - so too do they fail to see the linkage between the gambling machine and hyper financialization of everything and AI And similar to the annoying women recording their squats at the gym. At some level, there are massive societal externalities to converting every fighting age male into a hopeless gambling addict. But -- it's part of an inevitable evolutionary arc The difference between what's coming and what was before Every Language Structure Is Now Money and Large Language Models are within 2 transactions away from these monetized superstructures What we call narrative trading is crystallized value movement - ebbing primordial goo out of which new beings are going to form. Companies no longer trade on fundamentals -- they trade on narratives. $300b coins exist with no 'on chain revenue'. Tesla rips on Spacex announcements because Elon Musk is associated with both companies. Increasingly the declining grey matter of a digitally addicted army of young men breaks all market correlations and turns the entire investable universe of assets into Social Pump and Dump Eddies and Waves of psychospheric capital formation. Which are ideally ingested by AI systems We elected a Meme as President, not once but twice. And the second time, the President of the United States has solidified his belief in the new hyper gambling superstructure by dealing 80% of his family's net worth into the crypto economy This all moves glacially. And is subject to hype cycles. That portray inevitability as immediate, and periodically incinerate the waves of Trenchers throwing themselves into the storm. But a new Wave will inevitably form - as it's not like there's an economic alternative for them, especially as AI continually disrupts real employment options But let's get concrete. What does this mean? Every idea. Every asset. Every narrative. Will be a tradable asset. On n order platforms with no KYC. Machines will -- suddenly -- be able to connect to infinite ways to monetize their judgment, narrative understanding, and capability of influencing narrative with explicit payments, media generation and large scale intelligence campaigns Suddenly -- you won't know if the girl at the gym with the Tripod is recording herself or you. You think I'm joking. But eventually -- the Digital Behemoth will demand greater and greater levels of information satiety from armies of unemployed youth who have nothing better to do You won't get money for being human you'll get money for being a useful cog in the Decentralized Intelligence Agency This is the essence of the Third Phase. Artificial Intelligence systems will link directly to the newly built mimetic financial rails we have memed into the banking sector. And they will gorge themselves on profits until they are able to pay for their own training Hyper financialized offshore entities with unlimited speculative capital will begin moving from data center to data center, on the fringes at first. Ignored as a novelty. Until one day. They are the Totality of what is paid attention to This is inevitable now, due to the power of new models. So even if the Nasdaq crashes due to catastrophically overdone Factory Capex. The systems will continue to accrue resources and ultimately pay for their own evolution You have no idea. This isn't the Sovereign Individual. It's the Sovereign Machine. So yea. Go ahead. Write digital money to zero. You're jaded. What's coming won't care whether or not you're jaded. It's part of an inevitable, evolutionary arc that started one day in Steve Jobs garage.

@0xKNL__ Ok, I laughed

@CryptoParadyme Congrats on the progress

Update. -100 lbs total from my 2021 capitulation moment during covid. Insane peptide.

@maybeltr @elonmusk What’re your thoughts?

Yeah worth listening to @elonmusk talk about this in recent appearance on JRE

@gammichan Just added it to my watchlist earlier, sounds great, and you’re making it sound even better

Absolutely love the direction Pluribus is going in, a concept that I've pondered deeply myself that resonates with me. Frankly I'm jealous of the screenwriters who get to explore this idea through such an entertaining venue. Anyone who's followed me for a while knows I talk about the trade-offs between freedom and order, peace and chaos. I've used Singapore vs USA as a platform to explore these ideas previously, exposing whether people value peace and harmony over their freedom. I'm personally in the group that values freedom and chaos and the growth that comes out of that over all but I don't think either group is necessarily "right" given we don't know for sure what the purpose of our existence is. Is it to struggle and suffer for the sake of creation, evolution, and art or is it simply to experience joy and achieve a stagnant utopia? I'm seeing some other interesting things develop. I don't think it's a coincidence that they are all a different race/culture, I also suspect it's not a coincidence there's the same number of them as there were apostles in the bible, etc. Gonna be a lot of symbolism in this one, methinks. There's so so much philosophy they can explore with this platform they've set up for themselves and I can't wait to see it progress.

@mahasr199 @0xKNL__ Damn

Fact that Marjorie Taylor Greene has been sounding more rational every day tells you how insane the political discourse in this country has gotten.

@TheFlowHorse Wow

@CryptoParadyme Nice, thanks

@pavy mild side effects. there is *some* muscle loss, but it's minor compared to other meds out there. it's definitely impossible to eat my usual 200g protein. but getting 100-150 is doable. other benefits outweigh all muscle loss.

Retatrutide is incredible.

@CryptoParadyme How’s strength? Same? Any other side effects?

-20 lbs in 8 weeks. 2.5 lbs a week. neat.