Thoughts after reading Citrini’s piece.

Ultimately, this is one enormous game of chicken.

AI frontier labs can never reduce investment. The moment they do, they fall from a galloping horse and suffer irreversible damage. The dilemma Citrini described for…

Every time you asked Elfa something,
he answered like he had never met you.

Not anymore.

Now he knows you, personally.

“Dude I have 10 agents running while I sleep. No one is prepared for AGI in 2 years man.”

“So what are you building?”

“Bro all my smartest friends are vibe coding until 3am every night. It’s all about agency. Intelligence is a commodity man.”

“So what…

"bro have you tried clawdbot it's so insane"

"a little but not much, what do you use it for"

"it's crazy many you can do anything with it"

"what are you doing with it"

"you gotta try it"

"try it for what"

"don't get left behind man"

who could have thought that news terminals which regularly include polymarket and kalshi in their headlines were sponsored by them?

We just raised US$11.5M to build the next generation of on chain finance.

Proud to announce our latest round as we scale Based, the crypto SuperApp to trade everything and spend everywhere.

Based brings perpetuals, prediction markets, spot trading, and…

NEW: Major investigation dropping February 26 on one of crypto’s most profitable businesses where multiple employees abused internal data to insider trade over a prolonged period of time.

Claude just killed our startup

Ok, maybe posters do just run the world now?

A worthwhile read. If you take it at face value, which is a stretch:

Buy

- AI physical infrastructure (semiconductors/chips like NVDA/TSMC ecosystem, data centers/hyperscalers, energy/power ie nuclear, utilities, copper)

- Crisis defensives (gold/precious…

Important variables to consider when reading the Citrini post:

1. UBI all but guaranteed - debate will be on demand side with compute stipend vs universal basic services

2. US govt would aggressively move to ensure compute is US-centric and allows them…

This is the best article I’ve seen that clearly articulates why crypto will eat finance.

Here’s two excerpts that showcase clear problems that crypto solves:

“Venmo needed five banking partners, state-by-state licenses across 49 US jurisdictions, and middleware…

Jevons' Paradox Is Coming for Finance

The traditional SaaS is over → I think this is what comes next

Today we are announcing that Step Finance, SolanaFloor, and Remora Markets will be winding down all operations.

Following the hack at the end of January we explored every possible path forward, including financing and acquisition opportunities.

Unfortunately…

🚨 META’s head of AI safety and alignment gets her emails nuked by OpenClaw​​​​​​​​​​​​​​​​

>be director of AI Safety and Alignment at Meta
>install OpenClaw
>give it unrestricted access to personal emails
>it starts nuking emails
>“Do not do that”
>*keeps…

We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax.

These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve…