simsing.ethᵐᶠᵉʳ 🔮

New Market Rambling 🧠 – Why I stopped DCA'ing Bitcoin (quantum risk is real) – @FareUpApp hit 1,400 users this month – Salesforce at 10.6x FCF is the trade everyone's missing Read it ↓

Don't forget it's Monday. Place your WEEKLY bets for extra points!

EVERTON !

Bull market in U.S. grain prices???? This is composite of Beans, Wheat and Corn Massive base has been completed

@FareUpApp simsing52.substack.com/p/rambling-26-…

New Market Rambling 🧠 – Why I stopped DCA'ing Bitcoin (quantum risk is real) – @FareUpApp hit 1,400 users this month – Salesforce at 10.6x FCF is the trade everyone's missing Read it ↓

5-4 crazy game

Streak bonuses coming to FareUp 🔥 Hit milestone streaks, earn massive point boosts. 5-streak → +25 pts 10-streak → +50 pts 20-streak → +200 pts 30-streak → +500 pts Live soon. Keep your streak alive.

Quick update: We hit a backlog settling predictions — turns out 8,000+ predictions in 2 days is a good problem to have. Everyone's picks are safe. Settlement running now, should wrap up by tomorrow. Points incoming! This is what growth looks like.

Tracking something big for June. Transatlantic routes. Tournament cities. Fare chaos. If you know, you know. 🏆✈️

BREAKING: The S&P 500 officially closes above 7,000 for the first time in history, now up +11.2% from its low seen 12 trading days ago.

@claudeai No more Bitcoin price checks. This is what excites me.

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

Are you confident Bitcoin will ever touch $1M per coin?

The world is transitioning to a compute-powered economy. The field of software engineering is currently undergoing a renaissance, with AI having dramatically sped up software engineering even over just the past six months. AI is now on track to bring this same transformation to every other kind of work that people do with a computer. Using a computer has always been about contorting yourself to the machine. You take a goal and break it down into smaller goals. You translate intent into instructions. We are moving into a world where you no longer have to micromanage the computer. More and more, it adapts to what you want. Rather doing work with a computer, the computer does work for you. The rate, scale, and sophistication of problem solving it will do for you will be bound by the amount of compute you have access to. Friction is starting to disappear. You can try ideas faster. You can build things you would not have attempted before. Small teams can do what used to require much larger ones, and larger ones may be capable of unprecedented feats. More and more, people can turn intent into software, spreadsheets, presentations, workflows, science, and companies. People are spending less energy managing the tool and more energy focusing on what they are actually trying to create. That shift brings a kind of joy back into work that many people haven’t felt in a long time. Everyone can just build things with these tools. This is disruptive. Institutions will change, and the paths and jobs that people assumed were stable may not hold. We don’t know exactly how it will play out and we need to take mitigating downsides very seriously, as well as figuring out how to support each other as a society and world through this time. But there is something very freeing about this moment. For the first time, far more people can become who they want to become, with fewer barriers between an idea and a reality. OpenAI’s mission implies making sure that, as the tools do more, humans are the ones who set their intent and that the benefits are broadly distributed, rather than empowering just one or a small set of people. We're already seeing this in practice with ChatGPT and Codex. Nearly a billion people are using these systems every week in their personal and work lives. Token usage is growing quickly on many use-cases, as the surface of ways people are getting value from these models keeps expanding. Ten years ago, when we started OpenAI, we thought this moment might be possible. It’s happening on the earlier side, and happening in a much more interesting and empowering way for everyone than we’d anticipated (for example, we are seeing an emerging wave of entrepreneurship that we hadn’t previously been anticipating). And at the same time, we are still so early, and there is so much for everyone to define about how these systems get deployed and used in the world. The next phase will be defined by systems that can do more — reason better, use tools better, plan over longer horizons, and take more useful actions on your behalf. And there are horizons beyond, as AI starts to accelerate science and technology development, which have the potential to truly lift up quality of life for everyone. All of this is starting to happen, in small ways and large, today, and everyone can participate. I feel this shift in my own work every day, and see a roadmap to much more useful and beneficial systems. These systems can truly benefit all of humanity.

@levelsio Thought you were going to say that this toilet bin is unhealthy stuff 😅

Toilet PSA: Take the tiny trash bin in most toilets Put it in front of the toilet and put your feet on the trash bin Much healthier and more natural way to sit, giving natural pressure We've designed toilets wrong and your feet should be much higher (like a squat)!

Every time you swipe, your finger picks up microplastics sitting on your screen. And then you keep scrolling. Not sure what’s more addictive, the dopamine or the plastic.

Funny how world view changes. Who still cares about Climate Change?

The velocity in which Anthropic ships is unlike anything I've ever seen I'm sorry, but we have to assume they have access to an AGI like model that nobody else in the world has correct? They are simply holding it back so they can ship industry changing updates daily?

📊 FareUp Daily: CDG→TLV ↓6.6% | LAX→SIN ↓4.8% | SIN→SYD ↑2.1%

Small Saturday Night update: we renamed "24h" to "Next Day" and "7 days" to "Next Week". You're predicting whether tomorrow's price will be higher or lower than today's. The countdown timer shows when the result comes in. Simple as that.