Solus 🍄 | Stronghold Validator

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Solus 🍄 | Stronghold Validator

Solus 🍄 | Stronghold Validator

@SolusRGB

Photographer · Former Military · Engineer Validator operations - @StrongholdSol

Waitrose เข้าร่วม Kasım 2019
996 กำลังติดตาม3.2K ผู้ติดตาม
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Solus 🍄 | Stronghold Validator
hi, name is Solus. 🎞️ I like nice people, good food and funky tunes. Come and see the world through my third eye.
Solus 🍄 | Stronghold Validator tweet mediaSolus 🍄 | Stronghold Validator tweet mediaSolus 🍄 | Stronghold Validator tweet mediaSolus 🍄 | Stronghold Validator tweet media
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Solus 🍄 | Stronghold Validator
hyperliquid.
kirbycrypto@kirbyongeo

ICE's Jeff Sprecher (founder of @NYSE) on Hyperliquid 'It's bigger than NASDAQ. It's 11 people. You look at it, you're like, wow, that's pretty something.'" On the founders: "The people that have built that exchange are extremely smart... I salute these guys for doing it. I mean, these are some very, very smart people." On ignoring it: "I don't think you can ignore it." On the competitive threat: "It's attracted a lot of market makers and other market participants, early adopter market participants that would ordinarily be in our traditional markets are there exploring this technology." On the weekend oil trading dynamic: "They've been trading oil on the weekends when our traditional oil markets are closed. And it just so happens in this time of conflict in the Middle East, there have been a lot of activity that happens on the weekend. So it's gotten a lot of interest." On institutional clients watching regardless: "While most of our institutional clients are not trading on blockchain... they're all watching it, and they're watching the price discovery. Whether they admit it or not, it is being part of the zeitgeist." On the SpaceX listing being a watershed moment: "I think regulators and market participants are going to say either it was irrelevant or it was highly relevant." On retail + 24/7 markets: "We're just going to have to get used to the interplay of retail and professional trading 24/7, 365." Full transcript here: seekingalpha.com/article/490935… Hyperliquid

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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
Andrew Benson
Andrew Benson@AndrewBenson·
SpaceX millionaires 4,000 x $1mil , 400 x $100 mil Every employee who joined before the first succesful launch made (unless they sold early) more than $100 million. SpaceX lists June 12 at ~$1.75T. Work backward from the cap table. At $1.75T, clearing $100M takes ~0.0057% of the company. - 2002–2008, first ~500 in: joined at a ~$50M company. Held to $1.75T = a 17,000x. The core of the club — maybe 150–250 left holding - September 2008, SpaceX has first successful launch - 2010–2016: joined at $1B–$10B. Needs a senior grant — directors, principal engineers, early Starlink. ~100–200 - C-suite + board: Shotwell, Johnsen past $1B. A layer of SVPs below them clears $100M on equity, not salary. ~20–40 - Post-2016: joined at $20B–$350B. To hit $100M you'd have needed ~0.4% of the company. Impossible for an employee. This is the millionaire tier — almost none reach $100M The tally: ~400–500 at $100M+ A few dozen above $500M A handful of billionaires past Musk Same building. Same mission. Two orders of magnitude apart — set entirely by what year you walked in. Early isn't a strategy. It's a date stamp.
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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
Flood
Flood@ThinkingUSD·
Almost all of the most successful people in the online casino business came from Runescape. Lesson in there.
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Thariq
Thariq@trq212·
I think you’ll really like Opus 4.8 It’s as smart as its benchmarks show but expresses and utilizes that intelligence in a warm and collaborative way. Workflows are a great way to utilize it- I’m hooked. Article on that soon.
Claude@claudeai

Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors. Available today at the same price.

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Beyza
Beyza@hicasamadim·
bunu çözersen, IQ seviyen ortalamanın üstündedir. çözebilir misin?
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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
Zach Pandl
Zach Pandl@LowBeta·
It is time $HYPE
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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
zerohedge
zerohedge@zerohedge·
Crypto continues to be a use of funds for the memory bubble
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Solus 🍄 | Stronghold Validator
The key is to just not think when it comes to semiconductors apparently. Just buy and sit back with a coffee.
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stefo
stefo@degenstefo·
gm
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Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.
Citron Research@CitronResearch

Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…

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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
Daniel
Daniel@growing_daniel·
You can tell AI is a net good for society because mark zuckerberg is bad at making it
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Andy T
Andy T@Andy_AJT·
Coworking in Shoreditch today Hmu if you want to join London sun + icecream + bank holiday = tokenmaxxing
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Solus 🍄 | Stronghold Validator รีทวีตแล้ว
Ricefarmer 🍚
Ricefarmer 🍚@RiceFarmer0x·
If you bought $hype yesterday at $55 and sold today you would have outperformed 6 years of holding Ethereum
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Sam Altman
Sam Altman@sama·
what problem do you most hope AI will solve in the future? maybe we can help!
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