Kyle

Out of all the frameworks that I use, this has made me the most money since the day I wrote it, and consistently proves to be the most useful across markets / asset classes

this $CRCL PA - market initially thought Arc token would probably diminish liquidity to the stock / create problems since there'd be 2 vehicles to bet on it then it realised in this model, the equity wins and token loses.. this is pretty bad for tokens imo

can someone explain why anyone would buy the ARC token if you could buy CRCL this seems like the pinnacle of the whole token <> equity problem, this time you have a publicly traded stock who owns % of the token

singapore / sinkies, please weigh in

This is a must read for anyone looking to be an operator There's another tangential principle that I like - at high speeds, going 80km/h vs 100km/h makes little difference to total time taken It's how long you can go without stopping open.substack.com/pub/kaguura/p/…

a must read, beautifully written by @SchrodingrsBrat

i'm gonna continue treating my $cards position like a stock - timeframe in months instead of days, monitoring revenue data, & waiting for the team to keep shipping it took 5 months for the team to get to where they are today. i expect in another 5 months they will be much more ahead. there is a lot of power to be long term oriented in an industry that is myopic. we have seen this with hyperliquid, and we will see it with cards. this superpower is further elevated in times of crisis and loss of faith that we're at now. people will sell good assets at cheap prices and make fun of any sort of long term investing. if you want average returns, then you only need to do what everyone else is doing and ignore this. but if you want above average returns, you have to do something differently i believe that different means investing in crypto still, but with a much tighter range around whats considered investable, instead of broadly writing it off or broadly buying everything godspeed

i just bought an ipad and the price of upgrading memory was 50% of the price of the ipad

ok zoomers, please go to 32:30 and watch from there, and stop asking so much about token equity

turns out you can really not sell anything in this AI supercycle i forgot what the meaning of a supercycle was, so I sold ngmi

I get that taking risk isn't for everyone, but if you're a generalist who always had ideas, there is literally no better time to start something than now In the past few months, I discovered that quite a few of my friends had left their jobs and were trying something new

how top callers be looking right now:

@alexbhturnbull needs a @hoeflatoor thread

Low key my biggest conviction as to why Singapore bad for creativity: its not the government or anything else its the weather.

@LIWEI_TWCapital thank you

Just to clarify: I’m also long $SIVE and $AAOI. That said, there are already plenty of sharp analysts covering those names in depth. So I’ve picked Shunsin as my niche and am covering it heavily — because I believe my Taiwan-market insight can actually add real value to this FinX community. It’s not that I’m only bullish on Shunsin.

After engaging with investors on FinX these past few days, I’ve noticed that while sharp accounts like Serenity clearly understand the significance of Photonics and CPO for the semiconductor industry, most retail investors still have only a vague grasp of this upgrade. As someone from Taiwan—the heart of the global semiconductor industry—I see a massive perception gap with typical Western retail investors. So allow me to explain it with a simple analogy: The shift to optical interconnects in semiconductors is a ONE-WAY ROAD. Just like Nokia to iPhone — once mature, every high-speed GPU link will be optical, not copper wires. This isn’t cyclical hype. It’s an industrial revolution upgrade: permanent, structural, scaling north forever. Only those deep in semiconductor storm center truly grasp how massive this once-in-a-lifetime opportunity is. #CPO #Photonics #AIinfra

Starting to like positioning into the agentic AI vertical, specifically because it's one of the few areas that has a direct linear relationship that scales with model usage ; while semis have and will continue to accrue most of the value, it makes sense that the market will want other plays. Citrini's Agentic AI basket had some great performance recently, and out of the few $DOCN has to be one of the cleanest looking ones However the downside is - many of these companies don't have really strong moats around distribution right now. This is probably a "rising tide lifts all boats" type of situation rather than a specific edge that is tied to any one company like the bottleneck in semis. Regardless, it's still interesting to monitor and one of the verticals I find less under-explored compared to, say, memory

1. AskDavid / supervisor-agent architecture x.com/adamghowiba/st… 2. Karpathy LLM Wiki gist.github.com/karpathy/442a6… 3. Anthropic Prompting 101 youtube.com/watch?v=ysPbXH… 4. Senior PM / PRD Prompt github.com/wwwazzz/senior… 5. Mnilax / CLAUDE.md 12 Rules x.com/Mnilax/status/… 6. Anti-Glaze / Anti-Sycophancy Prompt x.com/milesdeutscher… 7. Autobrowse / Skill Graduation x.com/kylejeong/stat… 8. Printing Press / Agent-Native CLI printingpress.dev 9. Production AI Architecture x.com/techNmak/statu… 10. Personal Research Engine x.com/ianlapham/stat…

Over the weekend I set up the Hermes agent, and basically force fed it every resource I could find on X to upgrade it. I then asked it to rank each resource and provide a simple explanation: So yea, here you go. Link to each is below

@apoorv03 youtube.com/watch?v=1-v5OD…

this is the most valuable lecture series on the planet rn, been thoroughly enjoying it. thank you @apoorv03 for making this open to enjoy. link below

started using codex despite my love for CC & its reasoning and my bad experience with slopgpt back in the GPT-3/4 model days wow, i have to say that it is really good. very impressed, and learnt that i should probably just try all models regardless of personal bias