putsncalls

@Abombination81 How is 1h compared to 15min

Polymarket Bot Insight #4 Pick 1 market first. Seems simple but its very easy to find new things and go down the rabbit hole. I suggest Crypto, Sports and Weather in that order. Crypto first because of compounding. The money moves fast, settlements are 2 minutes (or instant if you do a trick Ill share later). You have 14 fast markets and 100's of ok ones. Sports takes 2 hours to settle, weather is all over the place. With crypto start with 15m. Its fast, but not so fast that the edges go away (fyi 5m is barely enough time for anything to resolve, those are very difficult to make bots with, not impossible but hard compared to 15m) With sports, start with basketball. Lots of prop bets, lots of games and its the easiest to make bots on (the reason polymarket added fees on only ncca basketball should be a massive hint). Weather is ok. But the edges are thin and well known. So now its more of a latency game or weird betting to force arbs. Not impossible, but harder than crypto. * The trick with instant payout on crypto is post settlement, buy the losing share at .001 or .0001 cents and make a pair. You get instant payout for the cost of a fraction of a penny. Keep sharing and commenting. Ill keep the lessons comming.

看到了很多熟面孔跟新面孔的加油打氣 幣圈還是存在希望的 這幾天沈澱了好一段時間 打算先寫一下這一年來我唯一不離不棄的一個項目 還完全沒有大紅大紫 不如說走得很坎坷 但我覺得我該對我自己的投資與時間負責 是時候用實際行動表示支持了 這個項目最早是在virtual上升期時發射出來的 是眾多AI Agent中的佼佼者 那時在貓群看到團姐 @onigiri_catbus 的分享 加上很早就關注 @Rosentica 便立刻上車 當時情緒一片大好 光是那時的願景與規劃就足以讓她的聲勢一路飆升 還一度成為 @aixbt_agent 名義上的AI女友 無奈市場變化太快 Virtual經歷了一波大起大落 不得已的情況下只得斷尾求生 從BASE跨鏈到SOL上 以USDC作為底池 不與生態幣掛勾 抹去了許多不必要的風險與不確定性 時間快轉到Bonk的崛起 Bonk一舉成為了WLFI官方合作的USD1發射台 她也順勢藉著這個機會跨到Bonk上 成為第一個以USD1作為底池的ICM項目 至此 漂泊不定的身份總算得到了駐紮的許可 即使需要的激勵並未如期而至 她也不氣餒 早就學會自立自強的她 終於開始揭露其強大底氣背後的由來 這一年來 團隊嘔心瀝血 不斷跟著市場潛心學習 尋找真正能為市場帶來轉變的契機 現在的她 已不單單只是一個精美的遊戲角色 而是一個經過驗證的ICM平台 一個實際跑過「收入->通縮->分紅」的飛輪生態 一個擁有極大潛力的IP版權RWA金鏟子 沒錯 她就是 Freya @Freya_Starfall 說實在 所有的變化與改進都是不可或缺的 在有些人眼裡 她好像一直在追逐熱點 找不到人生目標 但我們又何嘗不同呢 我們一生都在尋找人生的目的 不斷適應環境 即使明白自己如此微小 仍努力反抗命運 尋找放手一博的機會 我相信幣圈的朋友都深有感觸 我們在此聚集 就是因為不想被平凡綁住 不想要在日復一日的勞苦中 庸庸碌碌地度過這一生 你我都相信 在這裡打拼 總有一天 能翻轉那看似不可動搖的命定 總有一天 能照著夢想的藍圖 前進到想要的未來 這其實就是她一直在做的事 無數次的嘗試與反思 無數次的更新與蛻變 才造就了今天的她 她並不是像無頭蒼蠅那樣到處亂闖 也不是像浮萍一樣隨波逐流 而是在有限的資源下做出一次次深刻的突破與衝擊 社區也在每一次的改變中逐漸成長茁壯 現在 是讓日本IP真正進軍WEB3區塊鏈的第一週 第一個由 Freya 在BNB鏈上發射的RWA代幣 $Dragon 有著正版七龍珠IP《七龍珠改》片頭曲〈Dragon Soul〉的授權 象徵的是成為鏈上大型IP迪士尼的第一步 由代幣名可以看出 這並不僅限於七龍珠內的單一IP 而是會發展成旗下無數IP組合而成的龍珠宇宙 @DragonVerseZ 一步步的收購 一步步的上鏈 小時候的夢想現在正在慢慢成真 第二個即將納入 $Dragon 的七龍珠IP也已經在推特暗示過了 說實話 能在這個市值參與到如此龐大的計畫 讓我深刻體認到資訊落差依然如此明顯 也讓我體會到偏見對情緒與判斷的影響是如此巨大 明明基本面已大不相同 每一次的判斷 不僅要參考過去的事蹟與進程 也要以當下的狀態與未來的可能性做綜合評估 幣圈炒的是敘事 是預期 是未來的成長性 而非過去的磕碰 你要知道 創業從來都不是一次性的成功 而是無數次try and error的堆疊 我也體認到 好的價格往往不會與好的消息同時出現 當我看到她的潛力 即使存在許多分歧的聲音 我也願意下注 為我的認知買單 對我來說 投資就是投人 這一年來跟著創始人Nat @TabinekoKIKI 一路走來 我只能說 他是真正為持有者賣命的這麼一個人 無數次當我想放棄的時候 看到他的努力就讓我不自覺地再努力一番 日本的匠人精神可能就是這麼一回事吧 對一件事的執著與耐心 熱忱與覺悟 在幣圈真的是極其稀有 我不敢說自己已經完全看穿了項目的野心與遠見 也不認為我已經完全暸解了整個項目 但以我自己的觀察與經驗 知識與判斷 這是一個值得深入暸解與探究的項目 對我來說 賠率高 潛力大 背景深厚 還有什麼好奢求的呢 現在 展翅的時刻將至 經過一整年的籌備與鍛鍊 一切已準備就緒 最近 Freya 也參與了 Solana 基金會與 Colosseum 主辦的 Cypherpunk 黑客松 目前活動即將進入評選與揭曉階段 對團隊來說不僅能獲得資金 也能在 Solana 生態獲得曝光 還有技術與業務合作的機會 更可以增加 $Dragon 與其他 IP 上鏈的能見度與落地的可能性 而第二個IP也已經明示在官方推特上了 自己去找吧！所有的財寶都藏在那裡！ 雖然沒有人知道未來會如何 但在此時此刻 我願意與項目一同向前邁進 對我而言 Freya 是在這麼悲觀的市場中仍能屹立不搖的希望 不要再猶豫了 讓我們一起忘記過去 努力向前 望著遠方 加油吧

@anes427 @megaeth hi

GMEGA @megaeth

@theonlywtf @SERENEV0ID @AfterHour_HQ Agreed, back when after hours just started with a few thousand members was when it was the best with actual alpha. I remember your block trade back in late 2023. 🫡

@SERENEV0ID @AfterHour_HQ No reason to scale, we just stay a small invite only community then that all contributes.

Now that school is out for the year, I’m thinking of a summer project 🤔👨🏽‍💻. Maybe work on building what we all thought @AfterHour_HQ would be? Should be a win win: either figure how to create what we all hoped for or in doing so give @SIR_JACK_A_LOT the extra push to do so. What do you think? Anyone want to help? Actually probably too much work, maybe just take some guitar lessons.

@tunguz What are your thoughts on HPC/data centers being the next spillover (excluding nvidia)

As I’ve remarked several times already, the progress in AI seems to be proceeding along the lines of several S curves: exponential growth over a relatively short period of time, followed by some kind of “saturation” of the paradigm. The first exponential was roughly the first half of 2023, with the second unfolding in the first half of 2025. The first one was all about scaling the LLMs, the second one about scaling the inference. We’ll still get to squeeze quite a bit out of the current paradigm, but then we’ll probably have to wait for the next algorithmic breakthrough and/or another significant leap forward in terms of the compute infrastructure. Just my 2c.

@TaoStacker @TalkingTensor This is the most retarded comment ever. Lol tao copium

I mean if you saw your crypto portfolio taking a dive 60% in the last 3 months like you're saying, what would you do? Would you just hold it and expect it to come back? Then why would you do any different here. Would you sell and get back in when it appears to have bottomed and avoid more losses? Then why would you do any different here. Would you perhaps move into other coins and rethink your sizing and strategy and be more nimble? Then why do any different here. You don't actually lose TAO unless you are selling/unstaking like a dolt at these levels if you bought much higher. Personally until I see things stabilizing and reversing I'm just taking short-term trades on the hype trains. Watching where the money is rotating and buying small allocations and taking those 10 to 50% jumps and getting out. Rinse and repeat and wait for the next one. My point is if it was regular crypto you would be nimble in your strategy and do something and have a plan. How come in subnets, you're just going to hold it and watch it? Like why does the fact it is subnets paralyze you but if it was other crypto you would actually do something else? It feels like the problem is you here.

Since May 4th 2025… Average subnet price has dropped from 0.024 to 0.01, representing average losses of nearly 60% overall. Many subnets have fallen 80-90% since these highs. A few have survived. Many Tao have been lost. $TAO

@FloodCapital LFG most overlooked crypto play, analyst coverage still very little. Wait until the bigger banks give buy ratings.

$GLXY looks so primed here, breaking out to 4 year highs on the monthly chart + we are setting up for some potentially huge updates and catalyst during the August 5th earnings! A few highlights we could potentially get from Galaxy are: Balance Sheet Updates: Revaluation of crypto assets and crypto infrastructure investments on the balance sheet + clarity into the size of investments like $SBET, $BMNR and other treasury companies. This could take $GLXY's balance sheet well beyond the ~$3B number I had in my mind based on the spaces AMA @novogratz @intangiblecoins and others from Galaxy did ~1.5 months ago. I would love if Galaxy disclosed exactly what they hold on their balance sheet so the army of $GLXY researchers on twitter could do a more accurate SOTP model on Galaxy! Crypto Business Line Updates: Given the significant ramp up in crypto prices + all the treasury deals Galaxy has been involved with recently we are likely to see a big jump in assets under management, increased trading volumes, and assets staked with $GLXY. We will potentially see some movement on the tokenization front with @GK8_Security, movement on Galaxy's JV EURO stablecoin with @AllUnityStable and maybe even and increase in M&A activity for Galaxy's investment banking arm. Also I would expect Galaxy's loan book to have grown too. Data Center Business Line Updates: Okay here is where things could get juicy! Historically Galaxy seems to have done big announcements surrounding their data centers business on earnings day. We have a wide range of potential updates we could get here: - News if CoreWeave will exercise their remaining 200MW option at Helios (expanding the lease from 600MW to 800MW) this will add an incremental 300M/year in average annual rent, bringing the total to 1.2B/year on average - this will start cash flowing in H12026 and ramp into 2027. (note $CRWV has till September to exercise this option). - Updates about the additional 1.7GW of power that Galaxy has under study with ERCOT (comes in the form of an 800MW tranche and 900MW tranche) if they get approved for another 800MW this soon that would be a huge bullish surprise (management has guided to this being "single digit months away / EOY") ^ following this we may start to see news flow about a potential new tenant for the additional capacity, again if they are able to lease out the next tranche + the remaining 200MW option $CRWV has to exercise that will bring the average annual revenue Helios generates from $900M --> $2.4B! - Updates on the pipeline of ~40 Bitcoin mining sites Galaxy is evaluating for potential acquisition or partnership. Galaxy has developed relationships with tier 1 data center contractors, CoreWeave, other hyperscalers, and it seems like TSMC/AMD to build out bespoke AI Data Centers for hyperscalers like $CRWV. This $CRWV lease that Galaxy has already secured really sets them ahead of the pack in the Bitcoin miner space proving to other hyperscalers that they have the ability to execute. $AMZN $META $MSFT or others will not want to partner with a small bitcoin mining company that doesn't have the relationships, capital or expertise to execute on bespoke AI data center buildouts. BONUS - Research Coverage: Now that Galaxy is listed on the NASDAQ they are starting to pick up coverage from more US firms. Goldman Sachs, Morgan Stanley and Jefferies lead the $500M raise Galaxy just did and Jefferies just initiated coverage with a $35 PT, I would expect Goldman / Morgan Stanley to follow suit and it would be absolutely epic if they did a deep dive report into $GLXY - this could spark a ton of institutional demand and really help tell the story of Galaxy's 3 pronged business (awesome balance sheet, crypto business lines and data center business). Excited for August 5th!

Machines of Loving Grace: my essay on how AI could transform the world for the better darioamodei.com/machines-of-lo…

@existing_1919 So ez

Had a ML interview today at a FAANG company. Feeling destroyed lol 😭🤣😭🤣😭 Started off extremely well. Was able to answer questions like 1. What is reinforcement learning. 2. What are transformers 3. LSTM vs transformers 4. How are llms trained 5.Have you tuned a LLM

@Evan_ss6 100b+ Cus every growth stock would be flying

How much is $CRCL worth when Trump discovers negative interest rates?

@Evan_ss6 its better that they don’t know

Amazing how there are people in TradFi who just own $25 cost basis $IBIT and $31 $CRCL and have 0 clue altcoins exist and think crypto is amazing Blissfully unaware

@EarlyNormie Lol it means you don’t understand. There are so many subnets with with applications and not just hosting models online. Your complaints show that you are out of touch with reality and instead chasing something that is almost as delusional as AGI. Good luck

Neither $TAO nor $KAS are structurally and Architectural equipped for decentralized AI at scale. TAO’s limitations go far beyond Substrate. It lacks encrypted memory, persistent agent state, sovereign storage, private identity, and any form of on-chain model training. It still relies heavily on AWS and has no native memory for agents or AI. Switching to Kaspa doesn’t solve this. Kaspa is optimized for speed, not depth. It has no compute layer, no agent runtime, no encrypted memory, no privacy, and no ability to host verifiable or sovereign AI. Even smart contracts are still a dream outsourced to third-party teams trying to duct-tape something onto L2s. Kaspa is fast and wide like the Amazon River sure. But what’s flowing through it? You can’t run an AI economy on a payments pipe. That’s like suggesting Visa should host OpenAI just because it’s fast. Most people in TAO see subnets doing “something” and get excited by slick frontends. But under the hood, it’s mostly old OpenAI or other pre-trained models wrapped in a UI. No models are being trained. No decentralized AI is being created. It’s just inference hitting centralized APIs. Take Chutes, for example. Marketed as decentralized compute, but it lacks training, encrypted memory, agent persistence, and any sovereign infra. It’s deployment theater just spinning up models on AWS with some UI sugar on top. They all just farming and enjoying emissions with beautiful User interfaces. No one asks the hard questions. In crypto, loud marketing often wins over real architecture. There’s only one protocol I’ve seen that can actually solve this at the base layer: $QUIL. I’m not here to shill. Don’t invest if you’re unsure. But if you understand architecture, read the whitepaper or wait for 2.1 and see what it enables. This isn’t hype. It’s a pointer for those who can tell the difference between frontend noise and substrate gravity. Do your homework. You don’t need to be a protocol expert or rocket scientist , but it’s your capital. Don’t follow the loudest voice follow the logic. Many don’t understand what they are talking about and can easily mislead people who decide to be sheeps eg. 👇🏼

@theonlywtf How is the position on XYZ ? We miss you on after hours 🥹

✈️ Buying more $BA! Should be at $190 after yesterday’s earnings imo but 🤷🏽

@theonlywtf 🐂

👋 This market has been really tough. Like, harder-than-math-homework tough. In times like this, I think you’ve got to focus on what’s right in front of you and stick with the stuff you really believe in. Take $UBER—it already bounced back to where it was before Liberation Day, even after dropping to $60. Hopefully everyone took advantage. Now, let’s talk about $BA—because it’s been through it. It’s had some rough patches (to say the least), and now the threat of tariffs and scary headlines like “China’s not buying its planes” are dragging it back down. Here are my silly kid thoughts: BA is the biggest U.S. exporter, shipping out billions of dollars’ worth of airplanes. It also on-shores—which means it sources most parts from the U.S. and assembles everything here too, creating tons of manufacturing jobs. Wasn’t this whole thing supposed to be about trade deficits and American jobs? If Apple got a tariff exemption, Boeing definitely deserves one. I think there’ll be a lot of pressure on the president to step in. And while it might sound a little crazy, maybe he even sends out a supportive tweet. Crazy? Yes. Impossible? No. And about trade deficits—what’s the easiest way for a country to improve its numbers with the U.S.? Spend a few billion on planes from Boeing instead of Airbus. They won’t even get delivered before 2030, so it’s a low-risk promise—even if it doesn’t actually happen. Also, let’s not forget: only two companies in the world make big commercial planes. And planes are kind of important for, you know, for their economies. So I think this gets worked out—probably early—and becomes part of whatever trade deal gets made. Countries can’t just stop buying airplanes. If anything, Airbus might get hit harder. A 20%+ tariff means no U.S. airline is going to want to take delivery of one of their planes anytime soon. One more fun fact: the CFO of Lockheed Martin suddenly resigned. 👀 I’ve got a feeling he might be heading to Boeing. BA reports earnings on April 23, and I’m really curious to see what they say about tariffs and the bigger picture. My guess is, the impact might not be as bad as investors expect. And about China—BA hasn’t sold planes there in any real way since 2018. So there’s not much to lose. But they’d love to start again, and maybe a new trade deal opens that door. Also—BA didn’t drop on Thursday when everything else did, and it was up 4% on Friday. Maybe Mr. Market is already catching on. Oh—and I’m not posting this on After Hour because some people there weren’t very nice, and the app’s been kind of buggy. I do miss some of the cool people though @tQQken @consom888 @WBFinTool Okay—time to go outside and hang out with my friends.

@markus_gz @TravisMcCain5 @amitisinvesting lol you dumb fuck

Powell is retarded, if not being political. He is the one who moved too slow with his inflation is transitory and then he moved too soon and cut rates last year to maybe help a political party. So he is either political or retarded. You can decide for yourself. Idk why i waste my time on you twitter retards

BREAKING: Fed Chair Jerome Powell now warns that President Trump's tariffs, which exceed expectations, could lead to increased inflation and slow down economic growth. The S&P 500 $SPX is now down 4% on the day.

@TeslaBullStavi @MuldoonMartin @amitisinvesting You’re not silly. You’re retarded

@MuldoonMartin @amitisinvesting Not even remotely

CHINA ANNOUNCES A 34% IMPORT TARIFF AGAINST ALL US GOODS STARTING APRIL 10TH The S&P 500 $SPX just fell 2.5% in the premarkets & is now down 12% YTD Most individual stocks are down another 5-8% Powell speaks later today…

@solidify888 💀

why js Hong Kong colder than london in APRIL????

@TalkingTensor @KeithSingery Dtao is dogshit

@KeithSingery Keith, how much do you hate dTAO and how mad are you over the last week 😂 honest answers only

Important $TAO

📣Just Launched: The new @CM_Precog (Bittensor SN55) Miner V1 Dashboard Track the @coinmetrics $BTC reference rate, avg. forecasts, top miner forecast, & miner leaderboard—all in one place. Continuous updates and improvements ahead! precog.coinmetrics.io @YumaGroup $TAO