Marginal buyers for majors coming next 6 months
"Crypto Twitter is not looking" at the biggest bid coming.
A 1–2% model allocation at Morgan Stanley or Merrill = tens of billions in flows, for years.
Matt Hougan on why model-portfolio allocations at the big four wealth platforms dwarf every catalyst you're arguing about.
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The Three Words retweeted
what flow state will actually look like in the age of agent swarms
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This, ramble and free associate all the thoughts. Codex incredibly good at figuring out what my intentions are.
Bro it’s June 2026. Stop hand editing your prompts. Hold down the dictation button and ramble for 10 minutes. Give the model every fragment, caveat, example, and vibe in your head. It is literally a large language model. If it’s superhuman at anything, it’s reconstructing latent intent from language.
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I built /page-speed-optimizer skill today.
You run it inside a /goal. It starts by measuring the important user flows, then works through what is actually slowing them down: page loads, navigation, interactions, layout shifts, heavy assets, third-party scripts, caching, etc.
It keeps going until the meaningful issues are fixed, ruled out with evidence, or left as explicit human decisions. Every change gets before/after results, and the state + ledger track what happened.
github.com/nodatall/primedir…
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Idea for Codex feature, when you submit a message in a thread, have option to send to a subagent. Like steer to subagent. @thsottiaux
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After codex app updates, my /goal threads lose full access permissions and I have to re-create them. Very annoying. Also, if I ask an orchestrator thread to create worker /goal threads, those threads don't get full access even if I specify. Please fix. @thsottiaux
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If you instruct a codex thread to create another thread and run a /goal, the permissions in the spawned /goal thread don't have full access even if instructed. Any way to get around this?
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Managing agent loops is all the rage. I'm building an app that needs extensive data from all colleges in the US and ingests from a standardized source, CDS.
1. One agent goal runs the CDS ingestion
2. One agent goal improves CDS speed toward 4x
3. A supervisor goal watches both, restarts them if they stall, and edits their prompts if the instructions are what caused the stall.
Lastly, an automation wakes the supervisor every ~20 min to check on the worker agents.
Basically: goals do the work, supervisor keeps them alive, automation keeps the supervisor awake.
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I built a writing process skill today called Clarifier. It helps you take a rough draft through a loop of feedback and rewriting. The agent names the top issue, asks clarifying questions, and offers short rewrite examples. Then you write the next draft yourself and repeat the loop. The skill is designed to produce stronger, more polished work while improving my writing skills.
github.com/nodatall/primedir…
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The Three Words retweeted
Equity markets have never been as overvalued.
Crypto markets have never been as undervalued.
The big rotation is inevitable.
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The Three Words retweeted
It's unbelievable how prone the human mind is to biases
The downtrend is "selective"
The uptrend is not
But we have been in a downtrend for 4 years
So "selective" is the only thing we can remember
So by default we assume the next uptrend will be "selective" too
Which couldn't be further from the truth
It will almost certainly be across the board
And that's not speculation, we have already seen it
In every OTHERS/BTC counter-trend rally, we have seen a general pump across the board
But again, those were very brief moments spread across a brutal 4-year downtrend
So we can't even imagine that those brief moments will ever happen sustainably again
Crypto 2026 is the most boring market on the planet
A full blown altseason might never happen again
Make sure your portfolio only consists of strong fundamentals coins
The next run up will be very selective
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