aspiring beach bum

DTX
Joined April 2025
Stocks at all time highs with many of the sectors recently near bear territory is an extremely bullish setup. The only interpretation now is this just Week 4 of the Cycle coming off sentiment levels matching the March lows. No move is ever guaranteed but if we're looking at another Right Translated Cycle then it could be a big Q4.
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once ASI is here and living somewhere because of "work" becomes pointless, people with money will just move to the nicest places on earth Mediterranean climate, ocean, mountains, good food, beautiful isolated towns places like this are going to become insanely valuable probably worth buying real estate there now
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“Super Intelligence”
White House Accord on Super Intelligence
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The only clarity you need is Bitcoin.
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Replying to @coinage_media
Might rename it back to the base app in October 👍
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Equities just became a DeFi primitive. Coinbase just put the largest US stocks on Base. Lend, borrow, trade, 24/7 with Chainlink as the oracle. Rob: "$100 trillion of assets now composable with the rest of DeFi."
Today, @Coinbase launched Tokenized Stocks on @Base. Tomorrow, Bitwise will show you what we’re building on top of them.
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I'm glad to see the @base trenches coming back we're not going anywhere.
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Still a top 10 edit 😂
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Replying to @chamath
But they left grok out and @elonmusk is being cocky so I'm just gonna use grok 4.5 and keep me data onshore
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Elon Musk
@elonmusk
Jul 17
Grok 4.5 is arguably #1 when taking speed and cost into account
Grok 4.5’s efficiency is ridiculous On Artificial Analysis, it costs just $0.31 per Intelligence Index task while delivering frontier intelligence For comparison: • Claude Fable 5 (max): $2.75 • Claude Opus 4.8 (max): $1.80 • GPT-5.6 Sol (max): $1.04 • Kimi K3: $0.95 • Grok 4.5: just $0.31 That makes Grok 4.5 roughly: • Nearly 9× cheaper than Claude Fable 5 • Nearly 6× cheaper than Claude Opus 4.8 • 3× cheaper per task than Kimi K3 • 3.4× cheaper than GPT-5.6 Sol On FrontierSWE, Grok 4.5 also used nearly 6× fewer total tokens per task than Fable 5 while still ranking near the very top SpaceXAI has figured out how to deliver top-tier intelligence with extraordinary token efficiency At this level of performance, no other frontier model is operating in the same cost-efficiency league Grok 4.5 does not brute-force every problem with endless tokens and compute It makes every token and every dollar work harder
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ETH is pumping hard! Great to see! Crypto is the future…
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Nothing to see here
It’s over. I’m quitting design. A client of mine just created a logo with Fable 5, and the result left me speechless. It understood the brand story, values, audience, strategy, and turned all of it into a smart, minimal symbol. A genuinely brilliant concept. The kind of idea that captures everything at once. Something I honestly don’t think I would have come up with myself. And it didn’t just nail the idea. It executed the design pixel-perfectly. So I raise the white flag. My skepticism about AI’s ability to do great design is officially gone. There, I said it: AI beat me at design. Now that AI finally took my job, I can peacefully quit and dedicate my life to studying the only thing it may never achieve: human consciousness and the pathways to God. Good luck everyone.
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OpenAI
@OpenAI
Jul 8
Introducing GPT-Live, a new generation of voice models for natural human-AI interaction. Rolling out in ChatGPT starting today. You’ll want to turn the sound on for this one.
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In just one week, Ansem(@blknoiz06)'s portfolio was up over $193M, thanks to $ANSEM. arkm.com/explorer/entity/blk…
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fable 5 reading the code written by opus 4.8 after going afk for 19 days
Readers added context they thought people might want to know
This video appears to be digitally altered. Here is an earlier version of this video, showing a different person instead of Haaland: x.com/kenw_2/status/…
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"The four-year cycle is dead."
Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
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Many smart people/AI insiders are saying GLM-5.2 is the first Chinese AI model to match and often beat the American big lab public AI models with no compromises. Incredible timing given current events.
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Gold Cycles are generally the cleanest out there. And I believe Sept will offer up another amazing opportunity to load up again.
$100 Silver. Gold near $5,000. Miners 4x - 12 months. Congrats if you’ve been on this ride too. A lesson in sitting firm in a Position trade. But now, afford yourself some profit taking/rebalancing.
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USD putting in its first higher low and high on the Weekly Cycle in a very long time. Possible major bottom. Would suggest more pressure for precious metals and bitcoin into end of year. Stocks don't care, for now,
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