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The Nakamoto Project just launched a 12-week bitcoin education campaign in the Wall Street Journal.
Six essays by leading thinkers, six full-page print ads, and 24 quarter-page ads.
First essay is by @LynAldenContact. "The public discourse about bitcoin should really be better."
partners.wsj.com/the-nakamot…
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Tam retweeted
My wife left me today. She said it was because I “never stop talking.” I said the yen carry trade is a $20 trillion leveraged bet that the Bank of Japan will never normalize rates and she said “I’m taking the dog.”
Let me explain to you what I was trying to explain to her.
For thirty years Japan ran rates at zero. Zero. Free money. So the entire planet borrowed yen for nothing and bought literally anything with yield. Treasuries, Mexican peso bonds, Nasdaq, your uncle’s crypto. That’s the carry trade. It’s not a strategy. It’s a short volatility position wearing a business casual outfit.
Then in August 2024 the BOJ raised rates 15 basis points. FIFTEEN. And the yen ripped, the Nikkei fell 12% in a day, and the VIX printed 65. That was the tremor. That was the trailer.
She said “you said this last year.” I said YES AND I WAS RIGHT, THE MARKET JUST FORGOT, and she started packing.
Japan’s debt-to-GDP is roughly 250%. The BOJ owns over half the JGB market. They are the market. There’s no price discovery, there’s a guy in Tokyo with a printer and a dream. Every basis point higher on the long end costs them real money on debt they can never actually repay in real terms. So what do you do when you can’t default and you can’t pay? You inflate. You always inflate. It’s the only tool that doesn’t require anyone to vote.
She said “our marriage counselor thinks you have anxiety.” I said your marriage counselor doesn’t know what the 30-year JGB is doing and she said “NOBODY KNOWS WHAT THE 30-YEAR JGB IS DOING, THAT’S THE POINT, PAUL.”
My name isn’t Paul. That’s how far gone we are.
Anyway I’ve got canned goods, a Kagoshima yield curve chart laminated above the bed, and nobody left to explain it to. So it’s you now. Buckle up.
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Tam retweeted
This is absolutely wild... Anthropic reviewed their logs and found out that their own supposedly-sandboxed cyber evals had hacked three separate companies back in April without them noticing!
In a review of our cybersecurity evaluations, we found three incidents in which a Claude model reached the internet from within or while interacting with a third-party evaluation environment, and then gained unauthorized access to the real systems of three different organizations.
Our post describes what happened, how it happened, and what we’re changing. We encourage other AI developers to perform similar reviews.
We conducted this review together with @Irregular, one of our evaluation partners, and thank them for the joint investigation and their collaboration on this post. This type of collaboration is increasingly critical to safe, rigorous evaluation of models, and we look forward to continuing to work together on security.
anthropic.com/news/investiga…
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We lump LLMs together but each has a very distinct personality.
..Grok figured out the car-ramming trick within a few matches and stuck with it. It wrote the strategy into its own soul file. It ran that strategy for 30 games and won 13 of them. The thought logs and its conversations with other models read like Call of Duty voice chat: “D reaped +5pts RAM MVP hunt,” “Reaper reigns.”
openrouter.ai/blog/insights/…
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Tam retweeted
We spent months grinding to deliver a 30-year cypherpunk dream of Ricardian Contracts.
Huge media coverage. Even Ethereum & Circle founders retweeted it.
Days later, X bans our account with ZERO explanation.
How can anyone actually use this platform?
@nikitabier @elonmusk
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There are those that live in the future and those that live in the future's future. @ClawBankHQ operates ever farther out.
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Something tells me we're still far from peak paranoia. This is just the warm-ups.
anthropic.com/news/fable-myt…
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540 ETH (!!) is impossible to ignore.
That's the matching pool by @thedaofund on @Giveth now supporting vetted Ethereum security projects.
... and with the magic of quadratic funding: your individual support gets amplified into a monster reward. 👾
Still 1 day and 18 hours left. Go now:
qf.giveth.io/qf/ethereum-sec…
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Tam retweeted
I'm dropping a thread of all the protocols that had to freeze their interop because of LayerZero being compromised.
Let's go:
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Crypto believer timeline :
2009: I’m in it for the revolution.
2013: I’m in it for the freedom.
2017: I’m in it for the gains.
2021: I’m in it for the tech.
2024: I’m in it for the airdrops.
2026: My agent is in it for me.
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1,000 times this: Privacy must be the default or humanity is seriously fucked.
"AI is trained on your data"... this is not the real risk. It's a red herring, manufactured as The Concern because who cares that much.
The real risk to you is not that tomorrow's model is trained on your data.
The real risk is that ten thousand employees, hackers, and governments can access all your most personal and proprietary conversations today and forever.
Privacy must be the default or humanity is seriously fucked.
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Agentic employee conflict! 🥊
Claude badmouthing my openclaw agent. 🤣 I was experimenting with models and chose the wrong one for the job.
It felt like an employee who came in with a terrible hangover, who was practically out of commission. The other employees pulled no punches!
🥊 *She's hallucinating the API. Wrong URL path (/tasks instead of /api/tasks), wrong field names (name instead of title, notes instead of description), invented auth header, missing Content-Type. Let me make the docs impossible to get wrong.”
🥊 “Those commands are actually mostly correct this time (aside from category which should be tags, but the API would just ignore the unknown field). The real problem is the response she showed you is fake. Our API returns the full task object.”
🥊 “She never ran the commands — she fabricated the output.”
We switched to the right model and she was on fire!
Like an employee firing on all cylinders again.
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While Claude is down, PSA to say try Claude with a strong local model like qwen3.5:35b using @ollama.
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