I was wrong. I said we were a year away from Fable 5 on our desk.
That day is today
An open model BETTER than Fable 5 in some benchmarks just dropped
Better than ChatGPT 5.6 on FrontierSWE. Better than Fable 5 on Automation Bench
This fundamentally changes the AI race forever
If people can start running Fable 5 on their desk, unlimited and for free, they are not going to pay thousands for subscriptions
Now let's be clear: will the hardware you need to run Kimi K3 be obtainable for most? No it won't
It will require multiple very expensive Nvidia chips or a bunch of Mac Studio 512gbs
But look at the slope, not the Y intercept. Over the last year local AI has become SIGNIFICANTLY more efficient and required way less compute
The smartest brains in the world are all attacking the compute problem as hard as they can
This is another step in that direction. And within a year or two, you'll be able to run this on a Mac Mini
Local AI has arrived, and it's not going anywhere
Sat with a top longevity professor last night at dinner - he explained that within the next 5 years they will have the treatments and compounds to extend life to 120-150 years
HODL
$BTC
In March 2020, Bitcoin closed below the 200 MA on the weekly chart and quickly recaptured it as support the following week.
That was the cycle bottom.
At present, we have a close below the 200 MA, the next week closing back above, and a retest this week, which would confirm at close.
Maybe history will rhyme.
Robotics is the next 10x trade.
Liquidity is pouring into the robotics ecosystem, and I think we're about to see a massive shift from software to physical AI.
Here's how I'm constructing my portfolio for long-term gains in this sector (nfa):
I'm thinking in terms of "layers."
Layer 1: ETFs (lowest risk)
Start here if you don't want to pick winners.
Popular options:
→ $BOTZ: 68 companies across industrial robotics, automation, and AVs. Up ~30% over the past year.
→ $ROBO: 91 companies, most diversified pure-play robotics index on the market
→ $ARKQ: Cathie Wood's autonomy bet, heavy Tesla exposure. Only own it if you share her vision.
Layer 2: Large Cap Equities
Direct exposure to companies already generating real robotics revenue.
→ $TSLA: Musk says 80% of Tesla's future value comes from Optimus.
→ $AMZN: the most underrated robotics play in big tech. 1M+ robots deployed since 2012.
Layer 3: Pick and Shovels
During the gold rush, it wasn't the miners who got rich. It was the people selling the equipment, and the same logic applies here.
The sectors I'm watching: compute, vision, actuation, simulation, semiconductors (and more).
Layer 4: Pure-Play Robotics
Higher concentration, higher upside.
→ $OUST: the lidar play. Every robot that navigates the real world needs eyes. Ouster owns that layer.
→ $SYM: warehouse automation. Every major retailer still runs largely manual distribution centers.
Layer 5: High Risk Betas
This is where the most asymmetric opportunities live, precisely because nobody is looking here yet.
Think things like: robotics X crypto, private equity, and other high risk robotics beta plays.
I'm constructing my portfolio to capture all five of these "layers" through long-term, high-conviction bets.
As always, nfa. Just where my personal thoughts are sitting right now.
I also wrote a deep-dive article (pinned on my profile) that breaks down my entire robotics thesis.
BREAKING: $200 Billion VanEck admits to buying the Bitcoin dip "the first time it hit $60k".
"What I've been telling clients is that you wanna have your full position by October."
you can run Claude Fable 5 for $0 with no credit card 👀
zenmux gives free rate-limited access to Fable 5 - Anthropic's #1 Mythos-class model
one API key works in Cursor, Claude Code, Hermes Agent, any tool
benchmarks:
- №1 on Artificial Analysis Intelligence Index
- 80.3% on SWE-bench Pro (beats Opus 4.8 at 69% and GPT-5.5 at 58%)
- 1M token context holds your whole codebase
- ties Opus on tool use agents actually work
- 46 tokens/sec throughput on free tier
what this replaces:
- Claude Pro: $20/mo for capped access
- Claude API direct: $15 per million input tokens
- Cursor Pro: $20/mo just for the IDE
- total: $40+/mo for what you get free here
how to grab:
1. go to https://t.co/lEbJrf6R0m
2. sign up with email no card needed
3. open the models section
4. pick "Claude Fable 5 (Free)"
5. generate an API key
6. base url: https://t.co/0wujiMTx4O
7. paste into Cursor, Claude Code, Hermes any OpenAI-compatible tool
free rate limit is generous enough for daily coding. 1M context fits entire repos.
3 things to try:
1. drop your whole codebase in one prompt 1M context captures everything
2. run agent loops for multi-file refactors Fable 5 doesn't lose track
3. vibe code client dashboards and tools holds the plot after 20+ iterations
your buddy pays $40/mo for Claude Pro + Cursor
you get Fable 5, the #1 model on the index, for $0
bookmark this before the free tier changes
❤️🔥 Claude Fable 5 is so back!
Just Recorded a 16 min Tutorial on How to use Claude Fable 5 to Build Cinematic $50k Websites (step-by-step)
Anyone can now build stunning sites fully with AI
bitcoin exchange reserves at a 7-year low. long-term holders sitting on 16.1m BTC, all-time high. corporate treasuries absorbed 175k+ BTC in 2026 alone. and now coinbase institutional says 100+ countries have committed to sovereign BTC strategies. only 2 have disclosed holdings so far. bhutan proved you can mine with stranded hydro at zero cost basis and nobody even knows until arkham finds your wallets. that model scales to every country with surplus energy and weak financial infrastructure. entire nationstates will soon begin buying up your bitcoin and most of them won't announce it
“I have the luxury of being at Coinbase, and seeing stuff that doesn’t make the front page news…”
“40 countries commit to buying bitcoin in some fashion for their national balance sheets", says a senior executive at America’s largest bitcoin exchange
$BTC
Closed at $60k support
There is a world in which something goes terribly wrong and we wick towards $45k this month
If so it's a buy IMO
If not 60k seems good
I bought a little bit at support a while ago
Will add big if $45k happens
Will add smol if we reclaim mid 60s
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BREAKING: Open USD is launching natively on Solana from day one.
A new shared stablecoin, owned and governed by its partners. No mint or redeem fees, no volume caps, and nearly all the reserve economics flow back to the businesses building it.
Whale Holdings for Bitcoin just put in the largest spike in its history.
By a country mile.
Damn.
Whales have accumulated around 270,000 in the $59,000 area.
Every metric for Bitcoin accumulation right now is off the charts...
Just as ETF holders are capitulating and everyone is expecting $40k.
Whether you think the bottom is in or not, this kind of accumulation is unprecedented and signals nothing other than massive demand for Bitcoin at these prices.