Sam - phoenixwild29.sol
225.4K posts

Sam - phoenixwild29.sol
@PhoenixWild29
Exploring the frontiers of AI, Tesla, Bitcoin, MSTR, Crypto, Web3 and NFT communities—where innovation meets opportunity.

Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.


The Macro Minute | April 9, 2026 In today’s video, we answer the following questions: - Are the US and global economies worthy of reinvesting into? - Does tolling the Strait of Hormuz risk undermining global free trade? Subscribe to the Macro Minute on your favorite podcast platform: Apple: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/1jYgzXtSS… YouTube: @42Macro" target="_blank" rel="nofollow noopener">youtube.com/@42Macro


Three things happened on April 8, 2026. The United States and Iran announced a two-week ceasefire. The Financial Times reported that Iran’s IRGC is charging oil tankers approximately one dollar per barrel in cryptocurrency to transit the Strait of Hormuz, with Bitcoin explicitly preferred for its non-freezable properties. And Treasury Secretary Scott Bessent released the GENIUS Act’s proposed stablecoin rules, requiring all permitted stablecoin issuers to run full sanctions compliance programs with the ability to “block, freeze, and reject” illicit transactions. The ceasefire, the toll, and the regulation landed on the same day. This is not coincidence. This is the opening salvo of a financial war that will outlast the kinetic one. Bessent’s GENIUS Act is a precisely calibrated weapon. It treats stablecoin issuers as financial institutions under the Bank Secrecy Act. It mandates that Tether, Circle, and every permitted issuer must screen transactions against OFAC sanctions lists and freeze wallets linked to designated entities. The IRGC has already lost $3.3 billion in frozen USDT through exactly this mechanism. Tether blacklisted $182 million in IRGC-linked wallets in a single enforcement action. The sword is real and it cuts. But it cuts only stablecoins. And the IRGC knows this. The Hormuz toll system, operational since mid-March and codified by Iran’s parliament on March 30, explicitly promotes Bitcoin over stablecoins for one structural reason: Bitcoin has no issuer. There is no company to serve with a subpoena. There is no compliance officer to pressure. There is no “block, freeze, and reject” button. When a laden tanker emails its cargo manifest to the IRGC intermediary, receives a quote in BTC equivalent, and transfers the exact amount to a fresh wallet within seconds, the transaction settles on a network that no Treasury secretary on earth can reverse. The GENIUS Act gave Bessent the sword. The IRGC chose the asset without a throat to cut. This is the regulatory paradox that nobody in Washington or on crypto Twitter is willing to state plainly. The tighter Bessent makes stablecoin compliance, the more he validates the IRGC’s preference for Bitcoin. Every USDT wallet frozen is another data point proving to Tehran that stablecoins are controllable and Bitcoin is not. The regulation designed to stop sanctions evasion is actively teaching the adversary which rail to use. The GENIUS Act does not close the door. It labels which doors are locked and which one remains open. TRM Labs confirmed on April 9 that the IRGC received over $3 billion in crypto inflows in 2025, roughly half of Iran’s entire $7.78 billion ecosystem. Chainalysis confirmed IRGC-linked addresses dominated Q4 2025. The Qeshm Island conversion window, operational since mid-March, routes toll receipts from crypto to rials without touching SWIFT. The infrastructure is not theoretical. It is built, tested, and running. What it lacks is volume, because Hormuz traffic remains below ten percent of its pre-war average, with only a handful of vessels transiting daily and no major oil tankers confirmed as having paid. But here is what the volume skeptics are missing. The system does not need to process twenty million barrels a day to matter. It needs to exist. Its existence is the proof of concept. The moment one verified transaction clears a BTC toll at the world’s most important energy chokepoint, it establishes a precedent that cannot be unestablished: that a sanctioned nation-state can extract sovereign revenue in a currency no government can freeze, at a chokepoint no navy has yet reopened, converting military control into monetary infrastructure in real time. Bessent’s sword is sharp. The IRGC built the maze. And on April 8, they showed the world both at the same time. open.substack.com/pub/shanakaans…

$STRC flat at par—2.9M shares above threshold for ~1987 BTC estimated. Back-to-back big days, seventh straight session of ATM activity. Nearly all volume (99.6%) crossed threshold today. Yield at 11.50%. STRC.live

.@cz_binance built the world’s largest crypto exchange from zero, then lost his freedom for 4 months. In prison, he wrote his memoir on a shared computer, 15 min at a time. I'm sitting down with him LIVE on April 8, 8pm ET. Drop your questions. The best ones go live on air 👇


built my openclaw a new home (mac mini + nvidia dgx spark in a 8U mini rack)

Endurance has successfully completed thermal vacuum chamber (TVAC) testing! We're now preparing for our lunar lander's return to Florida.

JUST IN: 🇺🇸 Treasury Secretary Bessent says crypto is a "technology the world is adopting."

.@Levie shared with @CNBC why the rapid rise of AI agents is good news for enterprises that have the right foundation in place. "If you want to be able to include them in your workflow, have them augment your work, they need access to your critical enterprise data. And they need to access it in a secure way, in a way that's governed."

JUST IN: Morgan Stanley's Amy Oldenburg announces their spot Bitcoin ETF launch had their "best first day of trading for any of our ETFs" 🚀







