Mesyar

History and Physics as a passion. Finance as a trade.

[Mesyar @Amsyar17]

Going to re-attain my peace today.

[Mesyar @Amsyar17]

@realfrandb @rynorhn His intern

[Mesyar @Amsyar17]

@namedesnutzers1 @rynorhn Maria is Theo's intern

[Mesyar @Amsyar17]

@myhnp_ @bitcoinmalaya I understand it's tempting but it will make the problem worse. Refer 1920s Alcohol prohibition in US

[Mesyar @Amsyar17]

@StevenTWL81 @bitcoinmalaya Fair enough. But those are just D measuring contest mostly haha

[Mesyar @Amsyar17]

@StevenTWL81 @bitcoinmalaya Can't happen. Even US doesn't recognise Taiwan

[Mesyar @Amsyar17]

May the open source AI LLM wins

[Ricardo @Ric_RTP]

The most downloaded AI on earth is now Chinese.

Alibaba just gave away a model that matches Claude's flagship, and it literally runs on a $700 used graphics card.

The Qwen models crossed 3 BILLION downloads in six months.

Hugging Face counted 418 million downloads for Google this year, and 227 million for Meta.

Alibaba cleared more than four times both of them combined.

Then today it released Qwen3.8-27B under an Apache 2.0 license.

The model has 27 billion parameters, native vision, and a 262,000 token context window. Developers are running it locally on 17 gigabytes of memory, on used cards that cost a few hundred dollars.

Alibaba's own benchmark table claims it beats Opus 4.6 Max on computer use by 84.3 to 72.7, on mobile use by 81.9 to 62, and on visual math by 94.6 to 65.5. Those numbers come from the vendor and nobody has independently verified them yet, so treat them as a claim.

But the generation over generation jumps are harder to wave away:

On DeepSWE the score went from 13.3 to 42.2. On software engineering it went from 49.3 to 79.0. That happened in ONE release cycle.

And Apache 2.0 means anyone can download the weights, modify them, build products on them, sell those products, and never pay or ask permission. It cannot be revoked. Once the file is on your drive it is yours permanently.

3 billion downloads means those files already sit on machines in every country on Earth.

Alibaba could delete everything tomorrow and it would change nothing.

Washington spent 4 years building an export control regime around chips, model weights, and entity lists. Every piece of it assumes a chokepoint exists somewhere. A fab, a shipment, a company that can be told no.

But there is no chokepoint for a file that has already been copied three billion times.

And the copying compounds.

Hugging Face counted 151,448 models built on top of Qwen, which is 2.6x Meta's entire footprint and 4.7x the number of Llama repositories. New ones appear at roughly 200 a day.

The report says Qwen has become "part of the default workflow for developers deciding what models to fine-tune and deploy."

Alibaba is also pushing Qwen through its cloud into Southeast Asia and Africa, markets where American labs have almost no presence, and where a very large share of the next generation of developers will learn to build.

Meta and Nvidia have both rushed out new open models in recent weeks. That is what a response looks like when you feel the floor move.

And to be clear, these are download and derivative numbers, not usage numbers. ChatGPT and Claude cannot be downloaded at all, so they do not appear in this comparison. What the figures measure is what developers choose to build on top of, which is a different question from what consumers type into a box.

That is also why it matters MORE.

Consumer habits change in an afternoon. Infrastructure choices last a decade, because everything built on top has to be rewritten to undo them.

The American labs are valued on an assumption that frontier intelligence stays scarce, expensive, and rented by the token. Alibaba just made a version of it free, permanent, and small enough to run on hardware people already own.

You will not get an announcement when the software you use every day starts running on a Chinese model underneath.

Go and count how many of the tools you rely on could be rebuilt on free weights this year.

[Mesyar @Amsyar17]

Bro don't want to lose over GPT5.5

[Claude @claudeai]

We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.

[Mesyar @Amsyar17]

@RealShahriqKhan Why do you lie?

[Mesyar @Amsyar17]

@mohammadazri27 @pedoqpop In case kau faham tolonglah explain. Barulah yg dalam ni tahu

[Mesyar @Amsyar17]

It's 15-bit bruh. Plus if bitcoin can be cracked today the worries are no longer Bitcoin but the whole financial system. Bitcoins market cap are peanuts in comparison.

[Sweep @0xSweep]

Someone just broke the same encryption Bitcoin uses on a public quantum computer in 45 minutes

Yesterday an Italian researcher named Giancarlo Lelli broke a 15 bit elliptic curve key in 45 minutes on a publicly accessible quantum computer

It's the same math that secures every Bitcoin wallet, every Ethereum address and around $2.5 TRILLION in digital assets

He used around 70 qubits on cloud hardware, no national lab, no special equipment and won 1 BTC for it

The estimate of qubits needed to break Bitcoin's full key has dropped from 13 million in 2022 to under 500,000 weeks ago, then days later another study cut it 50x lower at 10,000

That's a 1,300x reduction since 2022, with most of the drop in the last six months

Right now 6.9 MILLION BTC, around $520 billion, sit in addresses with public keys already exposed on chain

That includes Satoshi's 1.1 million BTC, permanently visible and impossible to migrate because he's not coming back to move them
BlackRock tripled the quantum risk disclosure in its $64 billion Bitcoin ETF prospectus, warning quantum computing could result in "losses to Shareholders"

A Federal Reserve working paper called "harvest now, decrypt later" an active threat in September 2025, meaning state actors are already collecting public keys today to crack them when the hardware catches up

Quantum has been a future problem for 15 years

Yesterday the future arrived

[Mesyar @Amsyar17]

Unrealised gains tax on anything are freakin crazy 🤣

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Netherlands’ House of Representatives has approved a 36% tax on unrealized capital gains.

[Mesyar @Amsyar17]

@JeanneNitschke @SamaHoole People tend to miss that very high child mortality rate that skews the data. Not saying the 30 years average is wrong.

[Mesyar @Amsyar17]

@gorvni @g_riesboohimis This guy gets it

[Mesyar @Amsyar17]

Defensive? Huge lol

[Morgana Le Faye *Patriot *America 1st* 🇺🇸 @Keltic_Spirit]

@VerminusM You're comparing elephants and apples.
The crusades were defensive wars fought to protect Christian peasants, farmers, and merchants from the islamists who were waging jihad against Christians across Europe.

[Mesyar @Amsyar17]

@jour_n3y @TheFuturizts The money is broken

[Mesyar @Amsyar17]

Bukan riba sebab ada perkataan tawarruq.

[Ekonomi Rakyat @EkonomiRakyatMY]

Bank Rakyat melancarkan program pembiayaan perumahan patuh Shariah “Mortgage Suite‑i” yg menawarkan margin pembiayaan hingga 120% utk pembelian atau pembiayaan semula rumah.

Produk ini menggunakan konsep tawarruq & membolehkan pembiayaan kpd pemohon berusia 18 hingga 70 tahun, dgn tempoh maksimum hingga 35 tahun, sekaligus memberi fleksibiliti & pilihan tunai tambahan bagi pemilik rumah.

[Safdar Alam @SafdarAlam]

It’s funny seeing even experienced crypto traders wiped out. If you are in it only for making money. You get what you deserve.

Crypto is not a scam. Its an efficient tool for reallocation of wealth.

Your wealth.

I only hold BTC. No margin or leverage.

No drama 👍

[Murad 💹🧲 @MustStopMurad]

What you should learn from yesterday:

- Don’t use Leverage
- Don’t use Margin
- Don’t use Debt
- Don’t Pair Trade
- Stop Trading

The ONLY way to make it is to:

- Do Spot
- Do HODL
- Do DCA
- Believe in Something

[Mesyar @Amsyar17]

@nikunemu123 @ForAzhar00 @bernamadotcom Nak kena 50% Malaya 50% SS ke?