i measure the gold i dig with how many shovels i buy.
thank you for your attention to this matter!
Joe Weisenthal@TheStalwart
How does measuring productivity by total token consumption make any sense at all?
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subroutine
3.5K posts
subroutine
@subroutine2077
retired crypto oil analyst
terminals เข้าร่วม Şubat 2023
298 กำลังติดตาม635 ผู้ติดตาม
subroutine รีทวีตแล้ว
Again and again people are "discovering" things that are obvious from a basic understanding of LLM architecture.
The cost we pay for a tech industry full of people who think code is magic
Sukh Sroay@sukh_saroy
🚨Everyone thinks GPT can do math they're wrong new paper called SenseMath just proved LLMs don't have number sense at all this changes everything about how we should use them:
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its true that iran's retaliation has not lived up to expectations (promised strikes not landing / ineffective), so trump has leverage now to force a deal more likely, while continue to destroy iranian infrastructure.
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germany, japan, korea, france. easy liquidity is rolling out slowly.
Bloomberg@business
The French government will offer loans of as much as €50,000 ($57,600) to small businesses that are the most exposed to rising fuel costs in transportation, fishing and agriculture bloomberg.com/news/articles/…
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I should clarify that I'm not insinuating that most HyperEVM teams are intentionally bad actors (though inevitably some are).
I'm just saying that most projects have very little product differentiation or moat and many are lazy forks.
Most HyperEVM point programs aren't worth farming and most tokens aren't worth holding over $HYPE. In fact I'd argue that if you want yield and points, probably nothing beats just staking your $HYPE on a risk adjusted basis.
I don't shame teams trying to build and bet on themselves, you just don't need to bet on them too just because they're on HyperEVM.
KoolKrypto@koolkrypto223
Might be an unpopular opinion, but the $HYPE holder base shows way too much faith and loyalty to HyperEVM projects. These teams are not Jeff, most have no affiliation or support from Jeff, and a lot of them just followed the hype and built on the HyperEVM for a quick buck. Grifters, scammers, lazy code forkers, endless point seasons etc exist on every chain, HyperEVM is no different. There are like 3 useful dapps I can see being interesting longer term. If you are intentionally farming points or hoping for an outsized $HYPE S3 airdrop from HyperEVM opportunity, I'd bet very strongly that you're going to be very disappointed. Resolv and Drift are just the most recent reminders in a long history of people realizing what counterparty risk is after it's too late. Every extra layer of counterparty risk you add and contract you interact with better be worth it. In my opinion, most are not.
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Sources tell me she’ll be gone in like a year lol
Fidji Simo@fidjissimo
Companies go through phases of exploration and phases of refocus; both are critical. But when new bets start to work, like we're seeing now with Codex, it's very important to double down on them and avoid distractions. Really glad we're seizing this moment.
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$ai16z
a16z@a16z
Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." @pmarca with @latentspacepod
QST
subroutine รีทวีตแล้ว
Australia’s farm sector is sending a warning the world can’t ignore.
Farmers are now shifting away from wheat and canola into barley — not because of demand, but because fertilizer and diesel costs are exploding.
The numbers are brutal:
Urea: +60%
Diesel: +88%
Wheat planting could fall 10–12%
This is how a supply shock spreads through the global food system.
When one of the world’s top wheat exporters starts planting less nitrogen-intensive crops, it’s not just an Australian story.
It’s a signal that global grain output is about to tighten.
The market is still obsessed with oil.
But the bigger second-order move is happening in fertilizer → crop choice → yield risk → food inflation.
This is exactly how the next agricultural commodity rally begins. 🌾📈🔥
#Wheat #Barley #Australia #FoodSecurity #Commodities #Inflation
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have to say, in many ways, crypto (like kols, psyops) was just a curtain show of what's to come in international politics. although it has been going on covertly, it is now overtly publicized.
Peter Cronau@PeterCronau
🚨 NEWS ALERT 🚨 The US Embassy in Canberra has been ordered by Washington to recruit Australian opinion leaders to work for them, alongside the US military’s Psychological Operations unit, to strongly increase US propaganda efforts in Australia. ▪️“The United States has directed every American embassy and consulate across the world to launch coordinated campaigns against foreign propaganda. ▪️“The cable, signed by the secretary of state, Marco Rubio, on Monday, also suggests the embassies and consulates work alongside the US military’s Psychological Operations unit to address the problem of rampant disinformation. ▪️ “Embassies are told to recruit local influencers, academics and community leaders abroad to carry counter-propaganda messaging — an approach designed to make American-funded narratives feel locally organic rather than centrally directed. ▪️”The State Department said it…had made countering foreign “anti-American” propaganda “a top priority” — and the department would take “an assertive stance on this pernicious issue” by “fully harnessing every tool in our diplomatic toolkit”.” Details -> theguardian.com/us-news/2026/m…
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about time lol. TTF is european gas benchmark, different from henry hub :)
Hyperliquid News@HyperliquidNews
🆕 NEW HIP-3 TICKER🆕 The $TTF tickers (Dutch TTF natural Gas calender Month Futures) has been purchased for 500 $HYPE, or $17,927
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subroutine รีทวีตแล้ว
Within the next 12 months, the US has to refinance ~$10T.
The average interest rate on outstanding US debt is ~3.4%.
For every 1% increase in rates, interest expenses increase by ~$100B.
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bank run on private credit funds
overvalued leveraged stocks
persistent oil disruption
this is not looking good
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it's pretty clear tradexyz team knows where the liquidity is headed next
Hyperliquid News@HyperliquidNews
🆕 NEW HIP-3 TICKER🆕 The $WHEAT tickers has been purchased for 564 $HYPE, or $19,758
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@tomhschmidt agi has already been achieved for days now, according to past announced timelines :)
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is this something you would do if you thought AGI was 9 months away?
Bloomberg@business
OpenAI shares have fallen out of favor on the secondary market — in some cases becoming almost impossible to unload — as investors pivot quickly to Anthropic, its biggest competitor. bloomberg.com/news/articles/…
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looks like $sndk had a lot of pent up capital waiting to long back in because of the iran war. market is really biased towards up and to the right lol
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