SPACEWHALES

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SPACEWHALES

SPACEWHALES

@D2HLC

grinding the trenches for fun and profit

เข้าร่วม Ekim 2013
894 กำลังติดตาม172 ผู้ติดตาม
フ ォ リ ス
フ ォ リ ス@follis_·
If this doesn't play out I will simply delete the post and claim that I was bullish all along $BTC
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Axly
Axly@AxlysCustoms·
@WesRoth This has not been my experience. I worked all weekend. Wrote 2 complete apps, updated 3-4 others and built 3 websites. Currently working on another app for the last … oof. 5 hours … and I’m at 6% of my weekly.
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Wes Roth
Wes Roth@WesRoth·
Following a weekend of expanded usage allowances, Anthropic’s highest-tier subscribers are waking up to a crippling rate-limit bug. Developers paying top dollar for the "Claude Max" ($100/mo) and "Max 20x" ($200/mo) plans are reporting that their accounts are being locked out almost instantly due to an issue with how Claude Code is calculating token consumption.
Wes Roth tweet mediaWes Roth tweet media
Brad Groux@BradGroux

Something is up with Claude Code usage today. $200 Claude Max, 0%, 52% to 62%, then 68%, 76% and 84% in 5-hour rolling window in the time it took me to write this tweet. WTF, @AnthropicAI? I'm working on one GitHub PR for regression testing. Not folding proteins to cure cancer.

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SPACEWHALES
SPACEWHALES@D2HLC·
Notes I kept from the recent 1000x podcast with Capital Flows: We're in the golden age of discretionary trading. Individual traders can move fast & embrace volatility that big funds can't. That's your edge. Use it. True edge isn't just price. Pure TA is a fool's errand. Layer in macro data, global liquidity flows & central bank certainty or you're flying blind. Control your information diet. Read sell-side research to find holes in your own thesis. Long-form macro in the morning. Social media = headlines only, never research. Geopolitical wildcard: A US-led regime change in Iran could cripple China's global apparatus & trigger a massive rush back into US equities, killing gold & the multipolar trade overnight. Commodity play: Western uranium & rare earth miners. Nuclear is non-negotiable for powering AI data centers. Avoid anything China-supply-chain dependent. High-conviction 2026 trades:→ $PER best proxy for Hyperliquid's TradFi/crypto bridge → Oracle. Larry Ellison is betting the entire balance sheet on AI infra. Exponential upside.
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SPACEWHALES
SPACEWHALES@D2HLC·
@aakashgupta How does this affect the weekly limit? I don't want to just reach it faster
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Aakash Gupta
Aakash Gupta@aakashgupta·
This two-week promo tells you more about AI infrastructure economics than any earnings call this quarter. Anthropic hit $19 billion in annualized revenue as of early March. They raised $30 billion at a $380 billion valuation five weeks ago. Claude Code alone crossed $2.5 billion annualized, doubled since January. And they have so much spare GPU capacity outside a six-hour weekday window that they can double usage for free across every tier. That’s the demand curve problem. Peak hours (8am to 2pm ET) consume the infrastructure. The other 18 hours per day, plus all of Saturday and Sunday, the GPUs sit underutilized. You’re paying for hardware sized to handle Monday at 10am, then watching it idle at 9pm. Run the actual numbers. Anthropic expects to spend roughly $7 billion on inference this year and another $12 billion training models. If utilization outside peak drops even 40%, billions in capacity sits dormant for 75% of the week. Electricity companies solved this decades ago. Time-of-use rates, off-peak discounts, demand response programs. Fixed infrastructure, variable demand, massive waste during idle periods. The economics are identical. Two weeks of doubled off-peak limits generates exactly the behavioral data Anthropic needs: does free capacity actually pull users into evenings and weekends? If it does, they just discovered a lever that smooths GPU demand without building a single new data center. The AI lab that cracks utilization shaping first gets the equivalent of a free fleet of H100s. Anthropic just started the clock.
Claude@claudeai

A small thank you to everyone using Claude: We’re doubling usage outside our peak hours for the next two weeks.

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SPACEWHALES
SPACEWHALES@D2HLC·
@ieaturfoods Yeah still holding that sh*t since a YouTube charlatan shilled it 4 years ago (ends with aiki)
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ieaturfood
ieaturfood@ieaturfoods·
NEAR is quite literally the definition of an unserious project and hops from one popular narrative to the next fwiw… just incase people forgot -general purpose L1 -gaming partnerships -algo stablecoin -AI focused layer 1 -privacy focused L1 -AI/“shade” agents blockchain
Stablecoin Sean@seanlippel

$near is what everyone hopped that $tao would be as far as a leading blockchain for AI i've long said this (mostly bc of the fundamentals issues with the tao model), but now the market is realizing and quickly repricing both i think near flips bittensor for good by month end

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SPACEWHALES
SPACEWHALES@D2HLC·
@DonAlt You can always tell when the next duck has been through their shit on life and became the bigger person
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DonAlt
DonAlt@DonAlt·
>dad died when I was 12 yo >mom had to raise me and my brothers alone >grew up poor >did decent in school >went to university >got cancer >recovered >started trading instead of finishing university >decent at it >not poor anymore >met wife >two beautiful children >no sleep
@cessonmute

give me your survival arc

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Didi
Didi@DidiTrading·
Day 440: Polymarket just introduced “Sponsor Rewards.” Users can now deposit USDC to reward liquidity providers and incentivize deeper liquidity in specific markets. Since Polymarket keeps rewarding users who provide liquidity, I’m fairly confident this will become an important multiplier for the $POLY airdrop. If you don’t know what to do in this boring market, dive deeper into LP rewards and consider allocating some capital to Sponsor Rewards as well. Position yourself accordingly
Didi tweet media
Mustafa@mustafap0ly

sponsoring market rewards is now open to all users 😛 add rewards to any market to get the liquidity for the size you want to trade. permissionless market deployment and creator fees next...

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Xeny
Xeny@XenyPM·
@D2HLC I did and lost 1.1k : (
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dax
dax@thdxr·
codex is by far a better coding model than opus - anyone who knows anything understands this but the whole industry should reflect on why opus is the most popular people assume whatever is the smartest will win but the old rules of product are still what determine everything
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SPACEWHALES
SPACEWHALES@D2HLC·
@YujungHwang3 I'm interested to know which vscode extensions you use other than cc. I find positron a more familiar environment
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Pasta Capital
Pasta Capital@Pasta_Capital·
Think it's time to update my mega $HYPE DCA journey, 13 months (405 days) after the beginning of it, not at peak euphoria ATHs, but in the middle of the bear market For those who don't remember or know how this worked, for the past year I kept consistently accumulating spot $HYPE on Hyperliquid through a RSI-based strategy The strategy was getting fed $50 per day and it bought based on the daily RSI: RSI => 70 don't buy RSI<= 30 buys with 100% RSI between 30 and 70 buys with portions always smaller the higher the RSI goes This strategy ensured a big advantage against a classic flat DCA Let's see the numbers Total $ spent: $19.965$ Total $HYPE accumulated: 723,24 Average dollar cost: $27,6 Even after a big overall market correction, the DCA is in profit at the time of writing this On the contrary, a classic flat DCA would've gotten a dollar cost of $31.42 This means we get 11% APY of more HYPE from a flat DCA strategy Year 1 has gone, 7 more to go
Pasta Capital@Pasta_Capital

I am starting a RSI-based Dollar Cost Averaging on $HYPE for 50$ daily until the NEXT 2 CYCLES (likely and usually 8 years) Using a fresh wallet in order to track it perfectly More info 👇🧵

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Xeny
Xeny@XenyPM·
Risk-free or risk-y?
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Reetika
Reetika@ReetikaTrades·
I don’t get the point of sleep tracking I have a whoop and it’s just like “hey you slept less than 4 hours last night you might feel tired today” No shit Sherlock GM
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SPACEWHALES
SPACEWHALES@D2HLC·
@krugman87 Are you planning to rotate your btc into eth? feels scary
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Krugman (on *long* X break ⛱️)
Let's talk timelines on this. The amount of time it takes for a pattern to break out is typically proportional to the time frame the pattern forms on. Given this is a relatively high time frame setup(8M), this setup could take months or even years to breakout, assuming it's not invalidated in the meantime. If the 4 year cycle remains alive, that could line up quite well with a breakout during the next bull market (2027-2029). If the 4 year cycle is dead then everything is on the table including a possible global recession dragging the next crypto bull market out beyond 4 years, including this setup. Not a "quick buck" type of trade by any means.
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SPACEWHALES
SPACEWHALES@D2HLC·
@sankitdev @antigravity yea no point anymore... feels like the jump from assembly -> c -> higher lvl languages only much bigger
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sankit
sankit@sankitdev·
@D2HLC @antigravity Tbh its not lost but repeated stuff should be automated. Nobody should focus on those Ui issue thats what i feel.
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