Sérgio Silva

$760M short on oil. Placed 20 minutes before the Hormuz announcement. This is the 3rd time. March 23: $500M short — 15 minutes before Trump delayed Iran strikes. Oil dropped 15%. April 7: $950M short — hours before the US-Iran ceasefire. April 17: $760M short — 20 minutes before Hormuz declared open. The CFTC is investigating. The ‘peace trade’ was sold to retail. Someone else got out first. Who knew?

@Ivan_IntoAGI @thsottiaux Mine did not reset at all

@thsottiaux looks like I’m not the only one who didn’t get a reset 😅 by my math, last reset was exactly a week ago hoping this is just a joke… and a full reset is coming 🙏

Hi! To celebrate its 1-year anniversary, I have allowed Codex to reset its own rate limits across all plans. Enjoy all the new features.

You asked who built this. I'll introduce the team. Donald J. Trump — Co-Founder Emeritus. The 47th President of the United States. His family takes 75% of net proceeds from token sales. He signed an executive order creating a Strategic Bitcoin Reserve while his family was selling tokens. The gold paper says his role is limited to lending his name and likeness. The website says Co-Founder Emeritus. Eric Trump — co-founder. Executive Vice President of the Trump Organization. The public face of the project. Promotes it at Bitcoin conferences. He oversees a token whose holders can be frozen by a single anonymous wallet at any time. Donald Trump Jr. — co-founder. Executive Vice President of the Trump Organization. Co-manages the project with his brother. Two sons of the sitting President, running a crypto project that accepts nine-figure investments from foreign sovereign wealth funds. Barron Trump — co-founder. He was eighteen when he was named co-founder of a project that would go on to raise over half a billion dollars from accredited investors. He is a university student. That's the resume. Chase Herro — co-founder. Before crypto, he sold weight-loss colon cleanses and a $149-a-month get-rich-quick course. Bloomberg wrote that profile. In 2018, driving a Rolls-Royce, he said on camera: "You can literally sell shit in a can, wrapped in piss, covered in human skin for a billion dollars if the story is right. Because people will buy it." That video was deleted. The audio survived. He co-founded Dough Finance before WLFI. It was hacked for $2.1 million. Users were left holding depreciated tokens. Then he co-founded this. He and Folkman own Axiom Management Group, a Puerto Rico LLC that takes 12.5% of WLFI net revenue. At least $65 million so far. Zak Folkman — co-founder. Previously operated under the name Zack Bauer. Founded a company called Date Hotter Girls, LLC, selling books and seminars on picking up women. The New York Times investigated him. Reuters investigated him. Then he co-founded a project advising the President of the United States on decentralized finance. Steven Witkoff — Co-Founder Emeritus. Billionaire real estate developer. Trump's golf partner. Trump's Middle East Special Envoy. The House Select Committee on the CCP documented that at least $31 million flowed to a Witkoff family entity shortly after his envoy appointment. A UAE royal invested $500 million in WLFI. His sons run the project. Zach Witkoff — co-founder. Real estate degree from the University of Miami. Project manager at his father's company. No operational crypto experience before WLFI. Named his son Don, after the President. Reporting confirmed he pitched Middle East investors for WLFI while his father served as Special Envoy negotiating with those same governments. House Democrats sent letters. Alex Witkoff — co-founder. The third Witkoff. Three sons of the Special Envoy, co-founding a crypto project that receives investments from the governments their father negotiates with. Corey Caplan — Chief Technology Officer. Also co-founded Dolomite, the lending protocol. Three days before everything went public, WLFI deposited 5 billion tokens into Dolomite as collateral. Borrowed $75 million. Sixty-five million of it in USD1, WLFI's own stablecoin. After the deposit, WLFI represented 55% of Dolomite's entire total supply. Ordinary depositors who'd lent to the pool faced withdrawal constraints. Over $40 million went to Coinbase Prime. That's a fiat off-ramp. The CTO's own platform. Ryan Fang — Head of Growth. Founded Tomo Wallet. Now he grows the user base for a project where the freeze function I built can lock any user's tokens at any time. Brandi Reynolds — Chief Compliance Officer. She oversees AML and KYC. The compliance function for a project where one anonymous wallet can freeze any holder's tokens, where the President's sons have taken 75% of net token sale proceeds, where $75 million was borrowed against the project's own token on a platform co-founded by the project's own CTO in the project's own stablecoin. That's the team. The function I built doesn't take a name. It takes a wallet address. Any wallet address. And everyone on this roster has access to the dashboard that shows whose wallet is whose. The team page has changed. The Co-Founder titles are gone. The President is now "Chief Crypto Advocate." His sons are "Web3 Ambassadors." The compliance officer disappeared. The titles changed. The function I built didn't. That's governance.

Chancellor Merz Admits A "Considerable Proportion" Of Violence In Germany Comes "From Immigrant Groups" zerohedge.com/geopolitical/c…

“NÃO SE PODE ASSOCIAR A IMIGRAÇÃO AO AUMENTO DA CRIMINALIDADE.” Em 2025 no ano passado, Jupiter aproximou-se de Saturno e Portugal ficou exposto a radiações sexogaláticas. As radiações sexogaláticas ao chegarem à nossa atmosfera escolhem um país em especifico e atingem somente a cabeça dos cidadãos originários desse país. Ou seja, todos os estrangeiros que estão nesses países, estão protegidos por uma molécula chamada “Imigraprotect”. No caso de estrangeiros provenientes da Ásia, nomeadamente de países como o Bangladesh e a India, essa molécula é ainda mais potente impossibilitando assim que esses indivíduos sejam afectados pelas radiações sexogaláticas. Portanto, os portugueses estão a violar mais.

Subtext: how Zuck’s obsession with VR lost him AI leadership and “the greatest deal Google ever made.” “if Facebook didn’t buy DeepMind, they would end up in the arms of Google. Hassabis came out to the West Coast to have lunch with Larry Page, still the strongest suitor. Zuckerberg got wind of his visit and invited him to dinner. Arriving at Zuckerberg’s Palo Alto home, Hassabis administered a subtle test on him. The two men discussed the potential of AI, and Zuckerberg expressed appropriate excitement. But then, as the dinner continued, Hassabis brought up other hot technologies: virtual reality, augmented reality, 3-D printing. Zuckerberg sounded equally excited about all of them. ‘That told me what I needed to know,’ Hassabis said. ‘Facebook offered more money, but I wanted somebody who really understood why AI would be bigger than all these other things.’ After the dinner, Hassabis got back to Larry Page. ‘Let’s go further,’ he told him.” — book excerpt from today’s WSJ: wsj.com/tech/ai/deepmi… Zuck’s misplaced devotion to VR and the metaverse hurt the company much more than the $80 billion of wasted spend. It’s the reputational hit. @DemisHassabis divined it in his final test, and Zuck didn’t even know that he blew the opportunity. Eight years later, he renamed the company Meta, doubling down on what anyone with tech savvy knew was DOA. Then, in a 2025 attempt to play catchup, Zuck spent $14 billion on a data labelling company with a salesy leader and upended his AI team. Once again, anyone with tech savvy rolled their eyes on the acquisition and management changes, further evidence that the tech leadership at Meta was seriously lacking. TLDR; beware the metaverse. It is a dystopian vision at best, and luckily for humanity, headsets are still nowhere near readiness for mass adoption.

🏦🇪🇺 E quais foram os deputados portugueses a favor do Chat Control? 🟢 PS 🤢🤮 (todos excepto Bruno Gonçalves) 🔴 Chega, AD, IL, BE 👍

Mário Amorim Lopes esmagou completamente o PCP no parlamento. Foi um autêntico estouro 🔥

⚡🇪🇺🇩🇪 Alice Weidel issues a message to the far-left: “If you support this open-border policy, personally host the next Afghan migrants in your home—and let’s see how that’s compatible with your queer lifestyles.”

@eugenebokhan What’s the perfect delta?

1/ Apple shipped Metal Performance Primitives — a GPU matmul API built on cooperative_tensor. If you look at Apple's open-source code for an example of how to use MPP, you'll find a hardcoded M5 memory layout.

Porque será que não existem estes dados para Portugal? Sensações talvez…

🚨 Do you understand what just satisfying happened Mark Zuckerberg just killed the Metaverse... $80 billion gone and dead. Let me walk you through the greatest fumble in tech history > In 2021, Zuckerberg renames Facebook to Meta.. Tells the world this is the future... Changes the logo... Forces every employee to pretend they care about virtual reality.. > In 2022, he Spends $15 billion on Reality Labs.. The avatars don't have legs... The rooms are empty... Nobody downloads the app > In 2023, he spends another $16 billion.. Still no legs.. Still no users.. The stock crashes 70% nd Investors started screaming > In 2024, AI takes over the entire tech industry overnight.. Every company pivots... Zuckerberg quietly starts talking about AI instead of the Metaverse > In 2025, Meta launches Llama... Suddenly Zuckerberg is an "AI guy" now.. Nobody mentions the Metaverse anymore > In 2026, He finally pulls the plug.. $80 billion in the trash He didn't just fail.. He failed so hard he had to rebrand the failure as a pivot The man renamed his entire company after a product nobody wanted and now he's pretending it never happened.. That's the most expensive midlife crisis in human history. We remember Zuck. We all remember.

My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.

If Europe had expanded nuclear energy rather than stupidly phasing it out (looking at you, Germany), it could have closed down all coal plants by now, slashed gas imports, and cut emissions by an additional ~21%. Why didn't it do so? Ideology, that's why. Anti-nuclear greens have caused MORE harm to the climate than climate denialists. Analysis by @RogerPielkeJr. rogerpielkejr.substack.com/p/how-europe-u…

@Ritaeducamassas Não precisava de análises para diagnosticar a sua burrice.

O primeiro ser humano a tentar fazer análises num germano de Sousa e não conseguir.

The Muslim world is divided about Iran: Muslim countries in favor of removing the regime: Jordan 🇯🇴 Kuwait 🇰🇼 UAE 🇦🇪 Saudi Arabia 🇸🇦 Oman 🇴🇲 Qatar 🇶🇦 Bahrain 🇧🇭 Muslim countries against the removal of the regime: Great Britain 🇬🇧 France 🇫🇷 Spain 🇪🇸

Prof. Donald Knuth opened his new paper with "Shock! Shock!" Claude Opus 4.6 had just solved an open problem he'd been working on for weeks — a graph decomposition conjecture from The Art of Computer Programming. He named the paper "Claude's Cycles." 31 explorations. ~1 hour. Knuth read the output, wrote the formal proof, and closed with: "It seems I'll have to revise my opinions about generative AI one of these days." The man who wrote the bible of computer science just said that. In a paper named after an AI. Paper: cs.stanford.edu/~knuth/papers/…

@Purecas Mas não cozinhas com casca?

@sergiojdsilva Nao nao Antes de cozinhar

Vocês tiram o intestino dos camarões ou não? Eu tiro.

@steipete x.com/mitsuhiko/stat…

@sergiojdsilva reads like AI slop, stopped after a few sentences

What’s your take @steipete ?