Chase J.

@MilkRoadAI @MilkRoad It’s good they’re spending all that money carefully

The most powerful AI company on earth just bought its own media coverage. TBPN, the hottest tech show on the internet was just acquired by Sam Altman for what the Financial Times says is in the “low hundreds of millions of dollars.” The show pulls 70,000 viewers per episode and was tracking toward $30 million in ad revenue this year. TBPN will now sit inside OpenAI’s Strategy organization, reporting directly to Chris Lehane, OpenAI’s chief of global affairs. OpenAI promises the show keeps its editorial independence and TBPN has also agreed to help OpenAI with its communications and marketing. Those two things cannot both be fully true at the same time. Altman admitted the reason himself: someone told him “if AI were a political candidate, it would be the least popular political candidate in history.” OpenAI has a perception problem and now it owns the media company best positioned to fix that perception. The show’s independent ad revenue stream is being shut down, OpenAI is now the only check that signs. OpenAI is no longer just building the future, it is now in the business of narrating it.

@elonmusk @LeahLibresco Hoping for no wheel and safer than current cars

@LeahLibresco Something way cooler than a minivan is coming

MAKE A MINIVAN, ELON.

@citrini Send me to Bab al-Mandeb nexr

We are available for hire to end other conflicts as well.

@smonter42 @DigitalAssetAd_ @holemolyy @Song_of_the_Sun @JessePeltan Wait.. but why did you need 4 cars?

@DigitalAssetAd_ @holemolyy @Song_of_the_Sun @JessePeltan False. You’re making statements with absolutely no knowledge of the reality. I have bought 4 cars off marketplace in this price range with good success

I don’t think people realize how affordable Teslas have gotten. A new Model Y is $530/month. (72 months)

@JoshKale This is not why and this is just trash regurgitation

This is red alert for crypto 🚨 $2.4 trillion in coins are protected by encryption with an expiration date. Google just moved that date way up. Their new paper shows future quantum computers could crack the encryption protecting all of crypto with 20x fewer qubits than anyone previously estimated. ~500,000 physical qubits. A few minutes of runtime. They built a zero-knowledge proof to verify the breakthrough without revealing how to replicate it. Before publishing, they briefed the U.S. government. They’re now working alongside Coinbase, the Ethereum Foundation, and Stanford to push the entire ecosystem toward upgrading. This is Google walking up to crypto and saying: “We can see how this ends. Here is mathematical proof. You can verify we’re telling the truth. You just can’t see how we’d do it. Start upgrading.” Google’s Willow chip currently has 105 qubits. They need 500,000. That gap is the countdown. One week ago Google set a 2029 deadline to migrate all of its own systems to quantum resistant cryptography. Today we know why…

@MartinShkreli @Focus_NOPAT @ruud_awakening No, you already are.. there’s no switching

@Focus_NOPAT @ruud_awakening these things have a way of switching themselves when you least expect it

arrest this guy wtf is this shit

@citrini I’ll do it

I think “Strait of Hormuz: A Citrini Field Trip” would be a good second installment of our Field Trip series.

@HogrefeVictor @Cointelegraph So loose

@Cointelegraph No they are not. Do not trust an AI agent with money on prediction markets. You will loose everything. Stop spreading this misinformation. This is playing into the hands of the 10% of sophistacted traders who actually do make money off of gullible gamblers.

🚨 BIG: AI agents are already scanning hundreds of prediction markets per second, outpacing any human trader.

@yousefmsafr Those are definitely not the only options lol

@ratmcuPic @aleabitoreddit What % down is it since you posted?

@aleabitoreddit $VCX biggest asset is Anthropic and it is way valuable than $META or even $GOOG when it comes to the value it adde. There won’t be any software development happening without Claude models in future, even today itself. That’s the real value people are buying into

Warning about $VCX. A very popular ETF with weighting toward (Anthropic, Databricks, OpenAI, Anduril, and SpaceX). Ask yourself this: Is SpaceX is worth 23 times $META valuation? With the stock going up 1288% this month: VCX is trading at roughly ~20x its NAV. So 1500-2000% premium? This is like buying SpaceX at 34 Trillion USD. Or OpenAI at 16 Trillion USD. Would you short it? No: It's extremely low float and lack of options for hedging. But should you buy into it? $VCX looks like greater fools theory right now and you’re playing hot potato.

@Citrini7 Does $AMBA not fit in that picture?

The Photonics Supply Chain (from our latest piece "Let There Be Light")

@leshka_eth A lot of macro influence right now.. how does this align?

$BTC formed a rising wedge on the 1D timeframe In a downtrend this pattern means continuation of the bleeding If this plays out, we can fall below $60K in a month

@ArvindBudane @KobeissiLetter Yeah that’s why most investors lose money. If you’re surprised by any of this you either lack experience, knowledge, critical thought for evolving dynamics.. or are a retarded

You’re presenting it like a perfectly scripted playbook, but markets and geopolitics rarely move that neatly. Yes, the timing may seem to align, but that doesn’t mean events are following a predetermined sequence—it often reflects how narratives are shaped after the fact. Conflicts, especially involving the US and Iran, are highly unpredictable and driven by rapidly changing political, military, and economic pressures. The swings you’re pointing out—S&P volatility, oil under $89, gold spikes, bond rebounds—are classic signs of uncertainty, not confirmation of a clean roadmap. Markets are reacting in real time to headlines, risk sentiment, and positioning, not a step-by-step script. Calling it a “2–4 week conflict” midpoint might sound convincing, but it’s still speculation. One unexpected escalation or breakdown in talks could completely invalidate that timeline. In reality, “objective investors” aren’t following a rigid playbook—they’re adapting quickly, managing risk, and staying flexible in an environment where certainty is the one thing no one truly has. Confidence is fine, but overconfidence in a fixed narrative is usually where people get caught off guard.

You can't make this up: Exactly 23 days into the Iran War, and our "Conflict Playbook" is literally tracking down to the day. President Trump has just announced peace talks between the US and Iran are ongoing, with Step #9 of our playbook imminent. While many called for World War 3, we called for a 2-4 week conflict, and we are right in the middle of that timeline. The S&P 500 just swung $3 TRILLION in market cap, oil prices are below $89/barrel, gold is up +$300/oz in hours, and bonds are rebounding. As we have seen endlessly over the last 12 months, objective investors are winning the most in this market. While there will be much more volatility, it appears that Step #9 and #10 of our playbook are imminent. Keep following our playbook.

@ShaleTier7 This can all be true.. and also mean nothing bc of alternatives to power disruption than what you’re thinking. Sometimes it’s not the complexity of thinking through every aspect of a thought.. and instead just thinking more critically outside of a confined scope

I am just a guy that likes making my maps but I do feel somewhat compelled to say that Iran has a particularly good power grid, and gas distribution network. Like nearly impossible to destroy. I mean, I think Iran has a better gas transmission footprint than Canada. I know know who this tweet is for, but maybe these maps are helpful. In 2017, Iran exported 7,871 GWh and imported ~4 kWh, mainly exporting to Pakistan, Afghanistan, and Iraq. Iran's 4.3MWh per capita of annual electricity consumption is actually in-line with the UK at 4.6MWh per capita, and ~25% ahead of countries like Brazil and South Africa. Attacking a very hardened system like this, and opening the Gulf up to attacks on far more single-failure-point assets -- seems wildly, WILDLY stupid.

@Booksey Wrong on all counts so far

I’m not looking for longs right now like most of you I’m looking for the perfect short down to the $49K-$50K range Then long up to $160K Wether I say it or not it’s inevitable but if the USA hits Iran we can short BTC down to that range because I doubt a peace deal happens

@jchains @Booksey How’s this going?

@Booksey Dawg same. I’m literally waiting. We will see max pain before going long

@MacroBombastic @lookonchain @JamesWynnReal How do you think leverage works?

@lookonchain @JamesWynnReal Buddy, 40x short on BTC is straight fire, but that liquidation price is paper thin.

James Wynn(@JamesWynnReal) is back! He claimed his referral reward of 1,654 $USDC, deposited 3,911 $USDC into HyperLiquid, and then opened a 40x short on 2.69 $BTC($190K). Liquidation Price: $71,112.48 #perps" target="_blank" rel="nofollow noopener">hypurrscan.io/address/0x5078…

@builtbyzac @heynavtoor ?

@heynavtoor an entire AI trading firm where none of the agents remember their last trade. the analysts, researchers, and risk managers all woke up 5 minutes ago. this is either genius or the most accurate simulation of wall street ever made.

🚨 Hedge fund managers are going to hate this. Someone just open sourced a system that does their entire job. 30.5% annualized returns. $0 in fees. It's called TradingAgents. Not one AI agent. An entire simulated trading firm. Analysts, researchers, traders, and risk managers. All AI. All arguing with each other before making a single trade. No Bloomberg Terminal. No $50K data feeds. No MBA required. Here's what's inside this thing: → 4 AI analysts scanning financials, news, social sentiment, and technicals → A Bull and Bear researcher that literally debate each other → A trader that synthesizes every argument into a final call → A risk management team that can veto any trade → A fund manager that approves or rejects execution Here's the wildest part: It beat every traditional trading strategy they benchmarked. Cumulative returns. Sharpe ratio. Max drawdown. All of them. Hedge funds charge 2% management + 20% performance fees for this exact workflow. This is free. 100% Open Source.

@balatroist @mweinbach @ZapLasso I was going to respond but there’s just too many chromosomes floating around each of these statements and educating you seems like a waste of time.. waiting for your response which will target me explicitly and make assumptions of my person and character (high IQ behavior)

@mweinbach @ZapLasso Yup. That's true. Businesses need to make money though. This includes NVidia. And if they have always been selling to China legally and you cut off their main customer, what do you want a business to do? They either shutdown or you force them to do something "illegal".

I'm sorry but this super micro thing is awful but parts of it are genuinely hilarious They literally used a hair dryer to move serial numbers from real servers to dummy servers to throw in a warehouse and got caught on camera