EHpops

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EHpops

EHpops

@EHpops

investing my own PA and not providing financial advice. AI and all things cutting edge tech curious. just a bro with a laptop. claude/gemini/grok user

East Hampton, NY Entrou em Haziran 2025
127 Seguindo77 Seguidores
EHpops
EHpops@EHpops·
@InTheAssembly Fucking brilliant - like a buyback without actually paying for the stock lol wtf 😳
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The Assembly
The Assembly@InTheAssembly·
The most valuable private company in the world just told thousands of investors they own NOTHING. Anthropic published an updated support page declaring that every share of its stock sold on the secondary market without board approval is officially void. Here’s what that actually means: If you bought Anthropic shares through Forge, Hiive, Sydecar, Upmarket, or any other secondary platform without explicit board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid. There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms have been pricing the stock between $265 and $1,400 per share. Some buyers paid thousands of dollars per share. Some funds built entire products around indirect Anthropic exposure. All of it is now potentially WORTHLESS. The kill shot is hidden in the legal language. Anthropic chose the word "void" instead of "voidable". Under Delaware corporate law, that single word strips downstream buyers of almost every equitable defense they could use to recover. – You bought something – The original seller kept your money – Anthropic refuses to recognize the transaction – And the law gives you almost no path back This is the purest counterparty risk anyone has ever seen in modern markets. You can buy a share of a company. And have the company itself wipe your ownership off the books. Because you used the wrong door to get in. The lesson is simple. Hype does not protect you from structure. And the most expensive education in private markets is the one you only get once.
The Assembly tweet mediaThe Assembly tweet media
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EHpops
EHpops@EHpops·
@BullTheoryio It’s the sadness in their eyes - like they both knew it wouldn’t end well bro
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Bull Theory
Bull Theory@BullTheoryio·
Justin Bieber bought 2 Bored Ape NFTs for $1.75 million in 2022. Today, they are worth $27,000.
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EHpops
EHpops@EHpops·
@brockpierson Bro here is a human for you - rock on 🤘🤜🏽
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⭕ Brock Pierson
⭕ Brock Pierson@brockpierson·
I feel like 86% of my replies are now AI, it is getting tiring
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Dark Goldenrod
Dark Goldenrod@Dark_Goldenrod·
@ProofofMaro I think you have to be under the age of 14 and slightly mentally handicapable to "enjoy" Mr. Beast. I believe he only exists to train children during developmental years on loving "The Algoithm" and sites artificially promote him to "claim" those young users, early.
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maro
maro@ProofofMaro·
Am I the only one who's never seen a Mr Beast video?
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EHpops
EHpops@EHpops·
@ProofofMaro Nah bro me neither - this dude is creepy AF 😳
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Gold Ingot
Gold Ingot@theGoldIngot·
@AlexYablon Yeah, that's the LLM frozen-corpus paradox. LLMs can't self-improve in a vacuum. They need fresh untainted human data. But if LLMs start producing the raw material that would've become future training data...the snake eats itself.
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Alex Yablon
Alex Yablon@AlexYablon·
LLMs will always sound like millennials because no subsequent generation will be literate enough to produce much training text
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Kayvon Jafarzadeh
Kayvon Jafarzadeh@KayvonJafar·
@AlexYablon “llms will always sound like millennials” is such a 2014 take. the model doesn’t need gen z to write essays, it needs gen z to shitpost at scale. tiktok captions + discord logs are the new training corpus.
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Top Striker
Top Striker@TopStrikerhq·
Andrew Tate: “Why would you buy a house when there’s Bitcoin instead?” “If you’re savings up to invest in a house, Get an aids test. You’re a FAGG0T.”
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EHpops
EHpops@EHpops·
@saylordocs This of course assumes that while this bitcoin is “locked up in a trust” and acts like collateral for the loan - it doesn’t decline in value causing a margin call trigger bro 😎
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Documenting Saylor
Documenting Saylor@saylordocs·
Imagine a father who secures $100K in spot Bitcoin. He holds the asset until the valuation hits a massive $5,000,000. Liquidating the position directly triggers devastating taxes on $4,900,000 of pure profit. So he executes the perfect institutional maneuver instead. He locks the Bitcoin in a legal trust, takes out a collateralized loan against the stack, and lives off the borrowed liquidity. Because he never executed a sale, his tax liability remains at absolute zero. Upon his death, the heirs receive the Bitcoin with a brand new cost basis set exactly at $5,000,000. The government cannot legally touch a single cent of the accumulated gain. This is exactly how generational wealth is permanently secured.
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ZAYVEN KNOX
ZAYVEN KNOX@ZayvenKnox·
An Anthropic engineer paid for my espresso at Sightglass when he saw my screen I was running my Polymarket bot from the counter. He was next in line. Looked over my shoulder. Stopped scrolling. "That's not a normal trading app. What's it actually running on" I told him. Claude Code. Four repos. $25 a month. He sat down without asking. "I'm on the agent team. We stress test Claude for exactly this. You're letting it find its own edges" Not just edges. Wallets. 86 million trades. Every wallet. Every entry. Every exit. "You're feeding Claude raw wallet data and letting it identify who consistently wins. Then cloning them" He said it slowly. Like he was writing the threat model in his head. One prompt. Find every wallet with 100 plus trades and win rate above 70%. Rank by profit. Export top 50. Claude scanned 14,000 wallets in 4 minutes. Returned 47. The top 20 made more than the bottom 13,000 combined. "That's not a stat. That's a hit list" Exactly. "And you didn't write the scoring function" Claude did. I just wired it into an if-statement. Then I showed him the second repo. Official Rust CLI. No API key for reads. 500 markets, Claude scores them in minutes. Gap. Depth. Resolution window. 487 markets become 35 before a dollar moves. 93% killed before I even see them. A green fill landed on the screen. +$84. He watched it hit. "How does it decide to actually enter" Three agents. Shared wallet. No shared memory. Arbitrage, convergence, whale copy. 2 agree, full size. 1 alone, half. Disagree, no trade. Consensus filter alone killed 40% of losing trades. "And the exits?" The 47 whales never hold to settlement. 91% exit early. 73% of max profit captured. Redeploy immediately. My bot cuts at 85% of expected move or on a 3x volume spike. "You built a whale copy bot that exits before the whales" Yeah. He put his espresso down. "How often does it trade" 10 a day on average. Most of them skipped before I look up from my coffee. My setup: Claude API - $20/mo VPS in Germany - $5/mo poly_data - free polymarket-cli - free Polymarket/agents - free $200 seed. 27 days ago. $14,300 now. Copytrade here: t.me/KreoPolyBot?st… 271 trades. 74% win rate. Sharpe 2.47. I haven't touched it in 27 days. He stared at the screen for a long time. "This is literally what our red team simulates. Except you actually shipped it" He emailed me the next morning. "Any chance you'd take a call with our policy lead" I told him the article is the call. Read it twice. Too late to gatekeep. You only need Claude + laptop + 1 hour/day. Giving This Free for 24 hours. To get it: 1. Comment the word 'Claude' 2. Like and Retweet this post 3. Follow me @ZayvenKnox
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No Context Brits
No Context Brits@NoContextBrits·
Whoever sold my grandmother this “drone”. Fuck you,
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GL
GL@gldivittorio·
One thing I don't get about data centers— there is sooo much flat, empty, highway accessible land in the US that might require some additional infrastructure but would face far less backlash. Why are these AI companies always trying to build LexCorp in quaint midsize towns?
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EHpops
EHpops@EHpops·
@business Awwwww look how supportive they are. internal memo must have said - put up dough or get fired lol 😂 and the amount of finger pointing that is happening there right now - would love to be a fly on the wall 🍿
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Bloomberg
Bloomberg@business·
A recent wave of investor redemption requests across the $1.8 trillion market for private credit has prompted Blackstone to enlist senior executives in putting up capital to bolster its flagship fund, according to President Jon Gray bloomberg.com/news/articles/…
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Mason Home Builder
Mason Home Builder@bankertobuilder·
This is my wife’s hometown, population less than 75,000. There's a beautiful Holiday Inn we stay at when we visit. Over 5 unique Starbucks locations. Has 9 strip malls you can visit and get pretty much anything you want. Has a Chili's and a Mexican restaurant. No walkable areas at all. You need a car here. Walmart on the edge of town. Small towns like this are the backbone of America.
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EHpops
EHpops@EHpops·
@PawlowskiMario Bro you are just encouraging him to do more drunk/high posting… like giving a toddler too much attention 🤣
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Mario
Mario@PawlowskiMario·
I kinda understand Elon Musk here. Been there drunk or stoned. You wake up and suddenly: “O fuck… what did I post last night?” Difference is, I could quietly delete my shit. Elon’s own rigged algorithm amplified his to 49 million views before he deleted it. How your own medicine tastes, Elon? 😈
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EHpops
EHpops@EHpops·
@Batbeat2 Ya bro… and then there were these CDO squareds…. Remember those ? Sheesh lol 😂
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Batbeat
Batbeat@Batbeat2·
Look up CDO...designed to package junk and sell it as investment grade. Almost brought down the financial system.
EHpops@EHpops

@saylor Something about the words “credit engineered” sounds unsafe bro

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EHpops
EHpops@EHpops·
@MediaKing Awwwwww…. Attention seeking high class problem bro -
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Matt Paulson
Matt Paulson@MediaKing·
My biggest financial regret is investing in random PE and VC stuff $100K at a time. I now get 100 K-1 forms each year. It's a nightmare to manage at tax time.
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EHpops
EHpops@EHpops·
@Dr_Singularity 10x or 1000 percent hardly and that’s cuz the shit is bloated AF . Attention seeking number inflation bro
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Dr Singularity
Dr Singularity@Dr_Singularity·
we're early Jensen Huang: "Agentic AI requires 1000x more compute than generative AI"
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FreeFromMatrix
FreeFromMatrix@ViralMuzik1989·
David Sacks just laid out the math on a 1GW data center: → ~$50B capex → $25–30B annual revenue → ~2 year payback Now do the math for $IREN with 5GW secured power (Sweetwater 1.4GW already energized): → Potential **$125B – $150B ARR** at full scale → At 15–20x revenue multiple = $1.9T – $3T theoretical market cap Even at 2–3GW ramp: $300 – $800 stock price potential
David Sacks@DavidSacks

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

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