Chestuits

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Chestuits

Chestuits

@Chestu_eth

AI product analyst by habit. my read, not your signal

Присоединился Nisan 2012
105 Подписки787 Подписчики
unusual_whales
unusual_whales@unusual_whales·
Ray Dalio says Kevin Warsh shouldn't cut interest rates in a ‘stagflation’ era, per CNBC
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Chestuits
Chestuits@Chestu_eth·
@PeterLBrandt classic hopium getting checked by actual charts the pattern doesn't care about your targets
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The Factor Report
The Factor Report@PeterLBrandt·
Bitcoiners Those of you predicting $250,000 in 2026 need to stop with the mushrooms This is called a channel $BTC While it does not preclude further price gains, it is NOT a bullish bottoming pattern The Factor Report reports on classical chart analysis peterlbrandt.com
The Factor Report tweet media
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Miles Deutscher
Miles Deutscher@milesdeutscher·
Anthropic's CEO isn't sugarcoating what AI means for the future of software engineering. His own words: “Coding is going away first, then all of software engineering.” Sounds scary, but you'll want to take notes on what he said next. When asked where he thinks the opportunity will shift to, this was his answer: • Tasks that are human-centered • Supply chain • Semiconductor industry • Traditional engineering • Critical thinking skills
AI Edge@aiedge_

Anthropic CEO (Dario Amodei): "Coding is going away first, then all of software engineering." What do you think about this?

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Chestuits
Chestuits@Chestu_eth·
@0xSweep guilt over a hack is a rare sight public attention is the real scam deterrent
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Sweep
Sweep@0xSweep·
An NFT whale paid $340,000 for a fake Banksy and the hacker felt so guilty he sent almost all of it back In August 2021 someone hacked Banksy's official website and added a page promoting his "first NFT" on OpenSea, a piece called Great Redistribution of the Climate Change Disaster Pranksy saw the link, thought it was real because it was hosted on Banksy's own site, and dropped 100 ETH on the auction, worth around $340,000 at the time Minutes later the link vanished and Banksy's team confirmed it was fake and Pranksy just bought a JPEG made by some random guy on the internet Then Pranksy tracked the hacker down on Twitter and followed him from his main account and some hours later 97.69 ETH landed back in his wallet The hacker told BBC he gave it back because he was scared of the public attention he faced
Sweep tweet mediaSweep tweet media
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Chestuits
Chestuits@Chestu_eth·
@btc_charlie everyone sees the same pattern we know how this ends
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Charlie
Charlie@btc_charlie·
We've just started a Bitcoin uptrend right guys?
Charlie tweet media
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Chestuits
Chestuits@Chestu_eth·
@justmeg that's the expensive kind of therapy
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Meg
Meg@justmeg·
I dont need therapy I just need to rip a couple of Pokemon packs
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Chestuits
Chestuits@Chestu_eth·
@TedPillows 30m short at 40x, liquidation price is key
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Ted
Ted@TedPillows·
Someone has opened a $30,000,000 $BTC short with 40x leverage. Liquidation Price: $78,587
Ted tweet media
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
The only way everyone can be rich and has enough is if everyone is an investor
Raoul Pal@RaoulGMI

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore. The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with. It’s a 20th century answer to a 21st century problem and it’s broken before it even starts. Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture. Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest. The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed. Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves. And it’s not just agents... Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions. Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate. So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust. Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it. Which brings us to the actual answer to the Economic Singularity… Universal Basic Equity. Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose. Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love. Abundance of goods and services from AI handles the cost of living. Taxing data center electricity use solves the tax issue. Four legs of a stool that holds up the post-singularity human world. So… just buy the fucking tokens. Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come. Crypto is going to $100trn in the next 6 to 8 years and well beyond that after. You can choose to invest in your own economic disruption, or get left behind by it. And if you’re worried about timing the cycle… …adjust your time horizon. This is humanity’s pension plan. It's all so absurdly fucking obvious...

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Pons Asinorum
Pons Asinorum@Pons_ETH·
Same guy that the MENSA members of CT believed was the dev for @worldlibertyfi He is funny though…. And he traps many bozos in his web
Peter Girnus 🦅@gothburz

I am a senior coordinating producer for the White House Correspondents' Association Dinner. I have worked eleven of these. I was backstage at the Washington Hilton when the shots were fired. The first thing I heard was not the gunfire. It was glass. A champagne flute hit the floor of the International Ballroom at approximately 9:47 PM. Then a second. Then the sound that I have since been told was a 12-gauge shotgun, which from inside the ballroom sounded like a heavy door slamming in a parking garage. Then the Secret Service moved. They moved the President, the Vice President, the First Lady through the east corridor in under ninety seconds, which is protocol, which is practiced, which is the one part of the evening that worked exactly as it was designed. Everything else was improvised. I know this because I ordered the wine. 94 tables. Two bottles per table. 188 bottles of a Willamette Valley pinot noir that the Association selected in February after a tasting committee spent three meetings debating between Oregon and Burgundy. Oregon won. The budget was $14,200. I signed the invoice. I can tell you the vintage. I can tell you the distributor. I can tell you the per-bottle cost because I negotiated it down from $89 to $76. What I cannot tell you is how 147 of those bottles left the building during an active shooter evacuation. I can tell you what I saw. A correspondent from a network I will not name picked up two bottles on her way to the east exit. Full bottles. One in each hand. She was wearing heels and she did not spill. A man in a tuxedo tucked one inside his jacket the way you'd shoplift a paperback at an airport bookstore. A woman picked up a bottle, looked at the label, put it back, and took a different one. She checked the vintage. During an evacuation. That's editorial judgment under pressure. The theme of the dinner was "A Free Press for a Free People." The banners were still hanging when the evacuation began. I know because I hung them. Twenty-three banners, navy blue, gold serif lettering, $11,400 for the set. They were still hanging when 2,600 guests were directed to the exits by Secret Service agents, one of whom had just taken a shotgun round in his ballistic vest and walked to the ambulance on his own feet. The agent's vest costs approximately $800. The wine that left the building was worth $11,172 at Association cost. At restaurant markup, roughly $29,000. The guests saved more in wine than the vest that saved the agent. That's priority. The video went viral by 10:15 PM. Not the video of the evacuation. Not the Secret Service response. The wine. Three guests in formalwear grabbing bottles off white tablecloths while being told to move toward the exits, while a man with a shotgun stood in the same motor entrance where John Hinckley shot Ronald Reagan 45 years ago. A woman near the service entrance was crying. She said "I just wanna go home." She was not holding wine. She was holding her phone. She was the only person I saw that night who looked afraid rather than inconvenienced. That's the distinction. The rest of the ballroom did not look afraid. They looked interrupted. An active shooter at the WHCD is a logistical problem. The dinner was disrupted. The timeline was off. The after-party at the French Ambassador's residence would need to be rescheduled. These are contingency matters. Contingency matters have solutions. Fear is for people who attend events without security details. I have produced eleven of these dinners. I have managed seating charts that require diplomatic-grade negotiations. I have handled comedians, cabinet secretaries, network anchors, and the editor of a major newspaper who once threatened to leave because his table was behind a column. I have never, in eleven years, seen a guest leave a $76 bottle on the table during an evacuation. I have also never seen a guest check the label first. Both observations are consistent. The bottle is worth taking. The evacuation is worth surviving. The instinct is to do both simultaneously. 188 bottles placed. 41 recovered. 147 unaccounted for. One agent shot. Zero guests injured. Zero bottles broken. A free press for a free people. The press is free. The wine was $76 a bottle. They took it anyway.

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Chestuits
Chestuits@Chestu_eth·
@CryptoGorilla every time elon tweets the chart moves but it's always the same play
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Chestuits
Chestuits@Chestu_eth·
@rohanpaul_ai exclusivity ending means less edge investors react before details sink in
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Rohan Paul
Rohan Paul@rohanpaul_ai·
OpenAI is moving away from its exclusive Microsoft arrangement, making room for possible partnerships with Amazon and Google. At the same time, Microsoft wants to cut its dependence on OpenAI by creating its own AI models. Ending the exclusivity could also help lower antitrust scrutiny across the U.S., U.K., and Europe. Barclays analysts said the shift may free Microsoft to invest more in Copilot and expand cloud capacity. Last month, Microsoft was considering legal action against Amazon and OpenAI over a $ 50B cloud deal that may have violated its exclusive cloud partnership. The revised arrangement now lets OpenAI run its services on Amazon’s cloud without the technical changes required under the earlier Microsoft agreement. Microsoft still keeps a non-exclusive license to OpenAI model and product IP through 2032, still gets OpenAI revenue share through 2030, and still sits inside the upside as a major shareholder. Microsoft stock, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI. Investors can punish the loss of exclusivity on the headline, even if the deeper effect is to simplify the alliance and reduce regulatory and capital strain. But the ​software giant will no longer share revenue for the OpenAI products it sells on its cloud. Revenue OpenAI must share with Microsoft through 2030 will ​now have a cap for the total number and no longer tied to the startup's technology milestones. My read is that OpenAI gained more bargaining power than Microsoft gained certainty, which explains why investors initially treated the change like a moat reduction rather than a breakup. For Microsoft, the selloff reflects a real loss of scarcity premium, but the deeper gain is strategic - freeing capital for Copilot and other cloud capacity, while also easing antitrust pressure and reducing dependence on a partner that recently accounted for about 45% of Microsoft’s remaining performance obligation. Amazon looks like the clearest tactical winner. It already has a strategic OpenAI partnership, Bedrock distribution for OpenAI Frontier, and a large Trainium capacity commitment, so this deal turns AWS from backup infrastructure into a front-line route to OpenAI. Google Cloud gains something subtler but important: the right to compete for OpenAI workloads even while competing in models.
Rohan Paul tweet mediaRohan Paul tweet media
Sam Altman@sama

we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 2030.

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۟
۟@MINHxDYNASTY·
does anyone know how to sell via smart contract?
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Cold Blooded Shiller
Cold Blooded Shiller@ColdBloodShill·
Can't look past United. Still feels alien saying that though. Feels like it's going to be a shitter of a game so hoping for a surprise.
Cold Blooded Shiller tweet media
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Chestuits
Chestuits@Chestu_eth·
@bloggersarvesh the most powerful model to change one number never change
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jussy
jussy@jussy_world·
But here’s what they’re not telling you Canton Network is actually losing money $65M revenue (30d) $95M incentives paid Earnings: -$29M loss $1.2M burned every day $1B+ yearly incentives incentives → more activity → more fees → more incentives It’s a gamified loop
jussy tweet media
jussy@jussy_world

No one saw this coming @CantonNetwork (Institutional chain for RWA) Made $65M revenue in 30 days More than Hyperliquid, Pumpfun, Tron, Polymarket, even Ethereum Did you know this existed?

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Chestuits
Chestuits@Chestu_eth·
@r0ck3t23 the speed gap is real in shipping features while we debate frameworks they deploy
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Dustin
Dustin@r0ck3t23·
Jensen Huang just told you who is winning the most important race on Earth. For fifty years, America held an unchallenged monopoly on the future. We built the transistor. We launched the internet. We wrote the source code for the modern world. Then the man who builds the physical backbone of every AI system on the planet read the score out loud. Huang: “50% of the world’s AI researchers are Chinese.” Half the minds building what comes next are not ours. Huang: “70% of last year’s AI patents are published by China.” Seven out of every ten blueprints for the next era are being written in Mandarin. Huang: “Nine out of the ten top science and technology schools in the world are now in China.” The talent pipeline did not slow down. It reversed direction. Huang: “We used to lead most of them; now they lead most of them. This has completely flipped in the last half to a decade.” Fifty years of American intellectual supremacy. Inverted in less than ten. This is not a rivalry between OpenAI and DeepSeek. This is not a stock ticker or a quarterly earnings call. This is the largest transfer of civilizational power in the modern era. And it is happening while the West drafts safety frameworks and fills out compliance paperwork. Huang: “They have a large population of highly qualified students. They work incredibly hard. This is a country with an enormous might.” China does not treat AI like a product category. They treat it as the single variable that decides who writes the rules for the next century. The West keeps asking what AI should be allowed to do. China keeps asking how fast they can build it. That gap is not philosophical. It is existential. This is not a left fight. This is not a right fight. This is a survival fight. And right now, America is not fighting it like one. The nation that controls the talent controls the research. The nation that controls the research controls the models. The nation that controls the models does not ask permission. It sets the terms. History never remembers the civilization with the better safety committee. It remembers the one that refused to stop building.
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۟
۟@MINHxDYNASTY·
> waiting for a new coin to launch > see it spawn at $200k > tried everything to buy, uniswap, kyber, matcha, anything > nothing works > now at $3M > find bot that works > $7M > goes to $10M > slow ass eth send to fund wallet > finally buy at $11.5M > nukes to $3M fuck me
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Gary Marcus
Gary Marcus@GaryMarcus·
This is totally wrong. Blaming the user is missing the point that (a) coding agents have been overhyped and (b) can’t reliably obey the rules given to them in system prompts and other guardrails.
John A De Goes@jdegoes

Sorry, @lifeof_jer, but this is YOUR failure: 1. Your failure to demonstrate extreme ownership for AI generated code; instead, you abdicated your responsibility and blamed the AI. 2. Your failure to have an adequate and predictive mental model for how LLMs work. 1/2

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Luke Martin
Luke Martin@VentureCoinist·
Super interesting trend developing when you compare size of Michael Saylor's $BTC buys vs Tom Lee's $ETH buys this year. If you ignore the STRC fueled BTC spikes that happen once each month, Bitmine's weekly purchase size is almost at parity with Saylor's normal weekly buys. ETH purchases were ~$76M per week to start 2026 and steadily growing to +$234M last week. Accumulation accelerating for both.
Luke Martin tweet media
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Leshka.eth ⛩
Leshka.eth ⛩@leshka_eth·
$BTC is approaching a key resistance zone at $82-85K Channel resistance and key resistance lining up at the same level where the move will end Once price hits it, the next target is the cycle bottom by June
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