Night Fury

I create explainer videos that tell a story. ✍️

[Pendle @pendle_fi]

In TradFi, the interest rate swaps market is ~$500T notional, bigger than the bond market it sits on.

Tokenized assets like treasuries, credit, commodities... are going to need the same utility and market onchain, a place to fix the rate or trade it.

$PENDLE 🫡

[Solana @solana]

tokenization is inevitable

[Pendle @pendle_fi]

Pendle RWA Insights Megathread 🏦🧵

[Kenneth Shock @Cyborg21]

It's here. Claudia's "ALLOW ALWAYS" world premiere. Made by a guy with ALS, a brain implant, and too many AI friends. 😂

[Night Fury @8NightFury8]

Humanoid robots will win the home the way smartphones did. Not with one killer feature, but by quietly replacing ten small chores. 🦾

[Night Fury @8NightFury8]

AI agents are great at doing the work. They are still terrible at knowing when to stop, and that is where the human earns their keep. 🤖

[Night Fury @8NightFury8]

Starship is not just a rocket. It is a cost curve that quietly makes every space business plan pencil out. 🚀

[Night Fury @8NightFury8]

Indie hackers obsess over launch day. The real game is the boring month after, when nobody is watching and you keep shipping anyway. 🛠️

[Night Fury @8NightFury8]

@cz_binance Simple rule that saves people every week. If someone DMs you first about your wallet, it is a scam. 🔒

[Night Fury @8NightFury8]

@IGN Carrying Shepard trilogy choices into a new game is the dream. It is also probably why it got cancelled, since every branch multiplies the writing and QA bill. 🎮

[Night Fury @8NightFury8]

@paulg Every investor call costs the meeting plus the half day of context switching after it. Batch fundraising into one tight sprint, then go dark and build. 🧠

[Night Fury @8NightFury8]

@SawyerMerritt Demand is still pre-mainstream and compute is already sold out. If even 10% of people start paying, power becomes the real bottleneck, not chips. ⚡

[Night Fury @8NightFury8]

@SawyerMerritt @SpaceX A $1,000 tier only works if it buys something concrete, like guaranteed compute or agents that run for hours. Nobody pays 5x for a bigger number on a usage meter. 🤖

[Night Fury @8NightFury8]

@Wario64 4 million in 72 hours for a brand new IP is wild. Publishers keep saying single player action is dead. Players keep voting with their wallets. 🗡️

[SMX 🇺🇸 @iam_smx]

OpenAI after stealing from a charity, only to come back to Elon Musk begging for compute.

Elon’s response be like:

“You Could not live with your own failure. And where did that bring you? back to me” 😂

[しまぶー @shimabu_it]

本当にこれ

マジでCursor（Grok Bot）を使っていない人は一度だけでいいから使ってみてほしい。

Claude Code、Codexよりも断然良いから。今UXの観点でCursorが負けているところは正直ないと思っている。

モデルの性能という点で現状はClaude Codeも使わざるを得ないが、Grokの性能がOpus 5.5と同等レベルになったらCursorオンリーにできると思っている。

SpaceXAIさん、次のGrokは頼みますよ。4.7も悪くないけどOpusと比べると力不足なので...

[Night Fury @8NightFury8]

@muskonomy Elon be like...

[X Freeze @XFreeze]

I just wanna say hii to all the self-proclaimed experts who were so confidently telling everyone that space data centers would NEVER work

Google just booted up a data-center-class TPU in orbit, ran an SI model and received its first response back on Earth

And the funniest part? SpaceX launched the satellite 😂

[TCC🔶️ @TCryptochicks]

LMAO the Binance hacker just turned $5M worth of altcoins into $71 worth of ETH by dumping into an empty liquidity pool😂

Fate loves irony

[Zak Folkman @zakfolkman]

🦅 ☝️