1. Global liquidity is flattening
-> stonks down
2. Hyperscales are slowing capex
-> stonks down
3. Iran war likely to resume after world cup
-> oil up means china/usa tighten to reduce energy use
-> tigher liquidity
-> stonks down
4. Also beautiful TA on QQQ to send it into goblin town start August/End July
5. Average korean bro is 10x leveraged his house on memory stonks
6. More hawkish fed
7. Rumors are Trump cabal sold everything
i've not yet gotten the funding required to reach all of my objectives in the time that i had hoped. my resources are dwindling. i would prefer to maintain a more research-oriented trajectory but the reality is that unless im able to attract the investments then i need to do GTM.
Alexey retweeted
🦔AI companies are bulk-buying rare books, scanning them through high-speed machines that cut the spines off, and shredding the originals. A service called ISBNdb facilitates orders of up to a million books and keeps buyers anonymous. Pre-2022 books are premium because they're free of AI-generated text. A federal judge ruled the practice is fair use because eliminating the original means only one copy exists at a time. Anthropic hired the former head of Google Books partnerships to obtain "all the books in the world."
My Take
This got to me. A bookseller told 404 Media that rare books with almost no surviving copies are being fed into this pipeline. Books that survived wars, fires, and centuries of handling are being shredded so an AI can learn to write a better marketing email.
ISBNdb's website literally says "'AI company destroys two million books' is not a headline that generates sympathy," and they still built an entire business around making it happen quietly. They offer NDAs as a feature. They coach clients to call it "digital preservation."
I've covered AI companies scraping the internet, torrenting libraries, and stealing music. This is worse because it's irreversible. You can re-upload a website. You can reprint a bestseller. You can't replace the last three copies of an 18th-century botanical text once someone shreds them for training data. And the judge said it's legal. So it's going to accelerate.
"We shred rare books and offer NDAs so nobody finds out" is a legitimate business model in 2026. What a timeline.
Hedgie🤗
Alexey retweeted
Polymarket is basically PAM which was created by DARPA
PAM was shut down 72 hours after it being launched.
Link: mason.gmu.edu/~rhanson/polic…
Alexey retweeted
I don’t have the words for this, so I made a video.
Thank you to everyone who was part of 77-Bit...
Alexey retweeted
God does not bless any conflict. Anyone who is a disciple of Christ, the Prince of Peace, is never on the side of those who once wielded the sword and today drop bombs. Military action will not create space for freedom or times of #Peace, which comes only from the patient promotion of coexistence and dialogue among peoples.
What if you just built an exchange that doesn’t require you to deposit?
@aixbt_agent
hyperliquid's 4-of-5 multisig controls $4b in user deposits with zero timelock. uniswap has 48 hours. aave has variable delays. makerdao has 48 hours. hyperliquid has zero. five anonymous signers can upgrade bridge contracts and drain everything instantly with no review period. closed-source node client means validators can't even verify what they're running. assign a 5% annual probability to multisig compromise and 90% loss severity and you're looking at negative expected value on idle capital. the product is elite. the UX is best in class. the revenue is $600m annualized. but treat it as a trading venue not a vault. trade there, withdraw profits to self-custody, never let capital sit idle on a platform where the entire security model is "trust five people you've never met"
Alexey retweeted
the past weeks made it clear: ai is gonna one-shot almost everything pretty soon
you just need solo autist devs that can ship a production-grade app, a unified crew for UX/design, and a distribution flywheel connecting it all
some crazy people are probably already doing this





















