You’ll wake up one day only regretting that you didn’t buy more while you still had the chance. Similar opportunities come around once maybe twice a century if you’re lucky. Don’t look down too long. Might miss something… 🐂

You’ll wake up one day only regretting that you didn’t buy more while you still had the chance. Similar opportunities come around once maybe twice a century if you’re lucky. Don’t look down too long. Might miss something… 🐂

a goat never listens to the opinions of sheep

nothing stops this train

Every dip is an opportunity.

Last week in crypto: we are so back

you thought this would be easy?

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

none of you are bullish enough

We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics. The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra. The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.

IPOs will move on chain.

The risk/reward on crypto right now doesn’t exist anywhere else in finance. The downside is capped at what you put in but the upside is uncapped. No other place in the world where we see people becoming millionaires overnight back to back.

GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.

WE ARE ABOUT TO WALK INTO THE MOST ABUNDANT BALANCED WEALTHY AND SUCCESSFUL PERIOD OF OUR LIFE. WE NATURALLY ATTRACT GOOD FORTUNE, AND WE ARE WEALTHY IN MORE WAYS THAN ONE. WE GIVE OURSELVES PERMISSION TO PROSPER, AND WE HAVE THE POWER TO BUILD THE LIFE THAT WE DESIRE.

Everyone should be able to access high-quality financial assets, wherever they live. That's what tokenization unlocks: taking the best of US capital markets and making them available on a global scale. The industry is still small compared with global finance, but the advantages are becoming harder to ignore. Traditional market infrastructure was built around fixed hours, closed networks and layers of intermediaries. It was never designed for 24/7 execution, programmable assets, composability or self-custody. The needs of investors have moved faster than the rails underneath them. We're working to change that. What gives me confidence is seeing how many different people are now pushing this industry forward. Founders are building new products, LPs are bringing liquidity, traders are finding new uses, and infrastructure teams are making the whole thing work. It's a privilege to be in the trenches with all of you. We are still early, and there is a huge amount left to build. It will also take time and effort for the old guard to get onboard. This is worth fighting for.

True

all bears die

vertical accumulation

you're not bullish enough