toji (quant_arc)

Burn the boats.

Tennis near the Atlas Mountains, Morocco

@jrolongg @andalus_archi @TerribleMaps It was already. Muslim conquest of Spain happened from 711 to 718 AD

How the tables have turned

@Mubayy "happy to connect bro🤙" 💀

Have a wonderful week all.

@iruletrenches 🇲🇦

IRL maxxing

Your timeline today: > buy korean stocks > btc looks good here > did you make millions on memory stonks? nah? skill issue > crypto is dead, even on hl we just trade stocks > bryan johnson: i sucked on my gf toes today, did you know her feet bacteria is top 99% in the world? > all your friends getting rich on photonics > guy you follow shares a pic from his group chat making you question "how come I'm not in an alpha group fml" > didnt you buy samsung and sk hynix? > 15x posts of ____ is the next bottleneck for AI > you didn't buy zec, didn't buy peptides microcaps, didn't buy AI stocks - what are you even doing??? get depressed bum > somewhat vague based16z/knlae/evan tweet about printing money outside of crypto > 3 random posts about similarities from now and '99 before the dotcom bubble popped > you missed peptides meta??? hfsp > you missed the nokia and blackberry pump you loser? hahaha > btc bottomed, up only from here > btc will top 90k before dumping, pivot to stocks > ansem: alright ppl what do we buy except for asteroid? oopsie teehee! > citrini: 107 page paid article about the top 3 toilets company that truly unclog this AI layer that's yet to pump from our 26-layers-to-invest-in-AI series of 2026

@thekitze what happened to @sama?

mogman

white privilege :/

@findatasets sheeeeeesh

Financial Datasets now works in Claude Code Connect via MCP, ask questions, and get accurate financials back instantly. Analyst estimates, operational KPIs, stock prices + more for 17,000 stocks over 30 yrs.

The end of an era. God speed king.

@naiivememe don't buy eth

@coldtrz we did this last week. $10k at 2.9k entry is $8044 today, not $1900. you're allergic to a calculator x.com/coldtrz/status…

If you invested $10,000 in ETH when eric trump told you to buy, you would now have $1,900 😂

@AltcoinSherpa kinda paradoxical when you think about it. crypto reached a state it never had before. sovereign nations buy our coins, ETFs, indexes... almost like we won the battle and now there's nothing else to fight for

Many friends had an identity crisis in 2025. We're all used to bear markets, where crypto draws down big time and everything dies. But the scary thing in 2025 was that equities were super strong while crypto coins drew down huge. Crypto's underperformance was something that we weren't used to in a strong macro environment. AI moved, just not in crypto. Equities did several x, grossly outperforming all shitcoins. For the first time in a long time, myself and several friends really questioned why we were here. It's funny because everything we believed back in 2017 came true (relatively). Countries bought our coins. We got listed on indexes. We made products to enable trading 24/7. We built stable coins all around the world. But our ability to make money off said things diminished. There wasn't as much belief in our 'tech coins'. There has been shrinking native crypto liquidity since 2021. I could go on and on about the reasons why that is, but I think that 2025 was a strong realization that things just might not be the same as previous cycles. And that's a hard thing to stomach for many crypto investors. Many of us have been in this game for years and spent thousands of hours doing it. Crypto VCs experienced this first, where venture has utterly dried up to the point where the old model clearly doesn't work- huge FDVs with down only charts from TGE are hopefully going to diminish. And the liquid side was also difficult, with many big funds struggling. I understand that each cycle is different. 2017 was different than 2021, which was different than 2024. The argument is that it always feels the worst at the bottom, where all hope is seemingly lost. And I'm not saying that we're never going to have another pump or that there won't ever be another bull market. There absolutely will be. There will be some big moves that make us believe we are so back and be rich again. But the roller coaster with smaller and smaller loops is a very realistic outcome for many of these shitcoins/cycles. It's a scary thing to digest when you realize that your ability to make $$ might not be as easy as before during the golden years of degeneracy. Things are much more legit now and they're much easier in many ways than 2017. But the idea of crypto being much less volatile has kind of rung true. Having an identity crisis and transforming myself is definitely something that I had to think about. Many friends pivoted to stocks earlier and were doing very well while I continued to get chopped in crypto. But it's never too late to move to new markets and I've had a fantastic time learning new things. Just because you made a lot of money in crypto doesn't mean you have to stay a 'crypto trader'. You can reinvent yourself and go where the money is. I do think crypto will move hard again in the future. I think that we're going to see new things (I hope). I just don't know what those things are to gamble with (yet). Optimism always wins

defi stablecoin lending is mispriced. you're getting robbed in plain sight: > aave pays you 5% on USDC, actual risk is worse than junk bonds (CCC tier) > $577M wiped in 18 days from Drift + KelpDAO exploits > when defi breaks the loss is instant and total > recovery rate on exploits is 5-15%, junk bonds recover 40% > proper risk premium needs to cover smart contract bugs, oracle manipulation, governance attacks, composability cascades, regulatory tail and depeg risk > add it all up and fair yield is ~13%, not 5%

@exec_sum Rip Gemini lol

BREAKING: Google plans to invest up to $40 billion in Anthropic.

Wild… need to test that

@KookCapitalLLC "all publicity is good publicity"

@smartretard_ tip of the iceberg 😂😂 be aware im toying with all of ct

i bought a pretty big bag of $amd a week ago at $275 thesis was that it would run-up into earnings may 5 gg

@KookCapitalLLC gg man

@smartretard_ bet no and then check my last post

@michaeljknowles I don’t see any issue

How are you celebrating Arab-American Heritage Month?