John

@BigBearBummers Someone have that clawedbot send them a 600k offer

Someone needs to stage an intervention. These people are not well.

@litcapital This is actually who government would put in charge during panicky times. Also why you can’t take experts at face value

This guy is like one of those Japanese soldiers who kept fighting for years after WW2 was officially over

@JakobSanderson General problem in politics is fixing supply side takes like 5-10 years in most situations so they splurge demand side and put everything out of reach for people with no seat at the table. Because they have 2 years before reelection. Both sides do this though.

Dems running on Slopulism has become an epidemic All these people know better and have so little faith in voters they’re running on ideas they know are terrible economically This shit, the private equity home restrictions and no tax on tips have zero merit beyond cynicism

@ShipMyMoneyDFS I know nothing

@johnjhoff That was assuming that you don’t know the best lineups

More impressive than a “Dawg Bowl” imo

@DavisMattek ETN with 100 plays per game Kellen Moore

Who goes higher in fantasy drafts in 2026 Bhayshul Tuten, the bellcow or Travis ETN, the New Orleans Saint

You guys ever think about how good of a salesman that snake oil guy must have been?

@lowstakesdre How about don’t ever buy scratch offs again

I don’t really share scratch ticket stuff on here often. I had a young man email me that he hit a million dollars on a ticket. Wow!! I gave him some advice I thought of in the moment. Anything you would’ve added that I missed?

@JewishMcCaffrey Would need to be time boxed if you were going to have a full drafting season is my guess

When is a platform (whether it’s Underdog, DK, or someone else) going to offer a large Salary Cap NFL Best Ball contest? As I get older it’s harder to justify the number of hours spent drafting NFL Best Ball regardless of enjoying it. That was one of the reasons I drafted like 450 Best Ball teams last summer compared to 1000 the previous season. Although I enjoy drafting more than salary cap, there’s something appealing about being able to potentially submit 5, 10, 50, whatever number of Best Ball Salary Cap entries in a much quicker amount of time than what it takes to complete the same number of drafts. And also the appeal of more unique teams and combos that aren’t possible with ADP. Someone building a Gibbs Bijan Chase best ball team and trying to find all the right min salary scrubs to fill out the rest of the team, etc. If Best Ball has reached a plateau as @dan_back suggested yesterday, is Salary Cap Best Ball a logical addition to the market?

@DavisMattek Nothing ever happens bros in shambles

DJ Moore traded to the Bills fantasy football fallout -Luther Burden is going to be the best WR pick on the board until he gets into the 30s -Shakir, Keon Coleman and Kincaid ☢️ ❌ -Moore returns to the Courtland Sutton WR dead zone -Little bit of extra cushion for Odunze as well

@TheShortBear They don’t want to deal with another Ayatollah. They are ending the Islamist regime. The negotiations will be held with who the people select, not who the current regime puts into place.

Israel and the United States continue targeting potential leaders and meetings where new leadership might emerge. As a result, no stable leadership structure can take shape.If no leader is established, the conflict shifts into decentralized guerrilla warfare, fragmented and dispersed, with fighters operating from civilian areas such as schools and hospitals. There is no realistic way to shorten or end the conflict without restoring authority to a central governing structure. The current approach suggests either there is no coherent long-term plan, or that the strategy is limited to continued military strikes. Does not seem like behavior that wants a quick end to the conflict.

@TheShortBear Had some luck building a complex simulation engine modularly from the beginning keeping in mind context windows. Not a game developer but my guess is with the right structure you could work around the memory constraint. It would be quite tenuous though.

Every day we are getting closer to being able to create video games purely off of vibe coding. memory probably still needs to increase for this to become fully viable and perhaps more physics engines similar to seadance. Any experts here from the space that know how far out we are?

@cmain7 You good for 30?

good set

@TheShortBear My guess is you hire software engineers to integrate workflows throughout your company. Once their stood up you figure out who needs to be there to maintain and who can go and the people who get automated away are losing their jobs more so than the engineers

Square will be fine. For now the fear isn’t materializing across the one sector that should be taking it hardest. If I had to guess eventually it will but for now I’m trying to follow the data.

@nic_carter I do think the gen pop misunderstanding of ai comes from them thinking that general intelligence means everyone is on level playing field when it comes to intelligence now vs. the reality that the people who are intelligent just 100x output

Affirm: all jobs are vulnerable to AI, except for my job specifically

@nic_carter General assumption you get a 100x value on your top 5 percentile workers and you lose 99% value on your bottom 50% of workers.

Almost every criticism of AIs supposed inadequacy is a reflection of the critic’s own inability to prompt AI effectively. If you hammer away at a piano for a week and get upset it cant produce Chopin. Thats on you.

@draftcheat My general take is most anyone east coast New York/Miami is implicated. If you weren’t from there and on any list you’re almost certainly aware of pedophelia if not actively looking to participate. One thing to be on emails. Another to be on flight/ship logs

@JesseOlson @grok People have the general answer right in front of them. US treasuries have and will continue to reflect the longer duration issues of the debt. Ignoring this as a signal is either lazy or ignorant. There’s a reason the US pays higher interest on debt than lesser economies

Probably nothing but definitely something, right @grok?

@TheShortBear I think what your missing is the fact that gold and silver bars will be used as currency again. So you need to full port into them asap.

It feels like much of the world still views crypto as little more than gambling, memecoins, speculation, and short-term trading. But that perception reflects the crypto cycle of one or two years ago. What’s actually unfolding now is a steady expansion in stablecoins, tokenization, on-chain settlement, privacy infrastructure, and real financial rails. The speculative layer may dominate headlines, yet underneath it, foundational infrastructure is quietly scaling. Ironically, the volatility and “beta” from the more speculative segments have helped pull attention and liquidity into the broader ecosystem. But that same beta also obscures what’s legitimate. When I compare crypto’s beta to traditional software, it feels like consensus still isn’t recognizing how much the playing field has shifted. Across nearly every meaningful metric: stable coin supply, transaction settlement, tokenized assets, developer activity... the Web3 economy is at or near all-time highs. Yet the narrative still compresses everything into one bucket. It increasingly feels like consolidation is occurring around BTC and ETH as the core infrastructure layer of Web3, while networks like Solana, Hyperliquid, and others are primarily optimized for trading velocity and speculation. Payments and transactional activity may flow through those higher-speed venues (and even that $ETH is increasing TPS), but the foundational infrastructure itself appears mispriced relative to its structural importance. In short, the market seems to be valuing the casino more visibly than the settlement layer, while the latter continues compounding underneath. To me funny enough, Crypto is one of the most logical hedges on the AI-Robotics economy that's exponentially scaling into reality. If the transformation takes place, the equivalent infrastructure to the old economy is web3 rails. If AI-Robots need to pay, communicate, authenticate, be transparent, be rules based and alike, there is only one answer. Happy to hear pushback.

$btc has rallied 4-5k today in the first two hours since the daily open. Just as we planned. If it continues at this pace it could rally 40-50k by the close. 🚀 🌙