you're not looking at someone who woke up a loser; that loser attitude, that loser premise, makes no sense to me. Brevan. Norges. Multicoin
New York City
Joined February 2020
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Complex to convey the public-key cryptography fears regarding $ZEC. In the worst case it would fare worse than any transparent chain. There is a reality where shielded addresses become fundamentally inviable for privacy. Uncertainty is higher than ever, sadly.
Will be here on Monday; excited to meet some of you folks in person, God willing markets play nice
The Hyperliquid community event will take place on the evening of October 5 in Singapore: luma.com/HL2026Community
This is a chance to spend time with the builders and users who've shaped the ecosystem
The event is oversubscribed; you will only be able to attend if your RSVP was accepted. If your RSVP was accepted but you're no longer able to attend, please cancel your RSVP to make space for others
FYI if any part of your reptile brain is thinking of slamming into $PRL at these prices -- CG and CMC reports of PRL supply is underestimated by 30% with around 700M of subsidies a year
This will be a great short at one point (and a great long at another), just not today -- don't be exit liquidity for miners
Some notes:
Decentralized Nebius, great team with rev backlog and mgmt guidance for value accrual to token; there's a good chance they found a workable biz model by serving 2C consumer group w/ a protocol / marketplace based set up.
Think "hasn't pumped yet" is generally a poor reason to buy an on-chain token but this has a great growth story. Am long.
Not sure about that type of recovery but have sized earlier given the interest for AI infra.
- 28m circ, with a bottomed chart
- recently fully pivoted to AI Infra
- 8 fig sales out of the gate, close to circ mcap
- CEO clearly stating that token is an integral part of the project
- all AI infra plays are rerating heavily
- 0 mentions about it on CT, assume because people have no idea about the pivot or the project
doing a bit of frontrunning I think.
Holy sh*t
Kimi forwarding customer prompts through Anthropic accounts
Is this why Singapore had the highest AI penetration rate?
We're publishing our most detailed threat intelligence report to date.
It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them.
We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies.
These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve.
We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop.
Read the report: anthropic.com/threat-intelli…
This is insane.
OpenAI could be keeping an eye on quant traders’ prompts, tracking when someone seems close to a major PnL event, and then putting its own team on the same problem using ideas from those conversations.
This would let OpenAI get to the alpha first, steal profit, and use the achievement to rent compute and stay ahead of Anthropic.
