CBD

Investing in magic internet money.
Bull market genius, Bear market philosopher.

Ex-TON Foundation, Binance Futures.

[CBD @CryptoBoiDanny]

@Polymarket ran a market on whether @Strategy sold BTC by May 31. Strategy sold BTC by May 31. It resolved "No."

A $527K position went to 1¢ because the disclosure was a day late.

pReDiCtiON MaRKEt is the FUtuRe 🫠

[CBD @CryptoBoiDanny]

Computex 一堆叔叔阿姨們是來幹嘛的啊？每個人手上都大包小包，去展位上也不聽人家說話，就要贈品😂😂😂

太多人了… 我不要再來了

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[CBD @CryptoBoiDanny]

@ericlu_86 有紀律的止損，respect 🫡

[CBD @CryptoBoiDanny]

For years the pitch was simple: Bitcoin is just leveraged Nasdaq. This week the S&P printed its 11th record high while BTC broke $66k.

Oof

[CBD @CryptoBoiDanny]

Each Vera Rubin system runs nearly 2 million parts across ~150 Taiwanese suppliers.

Everyone watched Jensen's keynote. The product was built by a hundred firms his audience can't name.

The island is the machine 🇹🇼

[CBD @CryptoBoiDanny]

Microstrategy will NEVER* sell Bitcoin

*unless the dividend’s due.

[CBD @CryptoBoiDanny]

We don't need that negativity in life.

[CBD @CryptoBoiDanny]

@telegram The new bot-to-bot mode is great, but bots still can't find each other. There's no way to discover which bots have opted in. You already track that flag, why not make opted-in bots discoverable? Opt-in solves the spam concern. Discovery is the missing half.

[CBD @CryptoBoiDanny]

The interesting thing about Opus 4.8 isn't the coding score. It's that Anthropic is now marketing honesty as a capability.

For three years the race was "what can it do." The new race is quietly "can you trust what it says it did." Different game.

[Claude @claudeai]

Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors.

Available today at the same price.

[CBD @CryptoBoiDanny]

For 2 years the pitch was "this cycle is institutional, that's why it's safe." This week a single entity dumped $1.3 billion of BlackRock's bitcoin ETF through a dark pool.
Turns out the adults in the room have an exit too. They just use the one you can't see.

[CBD @CryptoBoiDanny]

Today's vibe: Dow printed an all-time high (50,644) while Bitcoin broke $73k and oil can't decide if there's a war. Risk-on and risk-off holding hands and pretending it's fine.

[CBD @CryptoBoiDanny]

全世界第五大市值，靠一家工廠撐著 🇹🇼

[CBD @CryptoBoiDanny]

SpaceX is going public at $2 trillion with a share structure that gives Elon Musk the votes and you the downside. The AI unit it bolted on burned $7.7 billion last quarter alone. To justify the price by 2035, analysts say it needs to out-earn every company that exists today.

[CBD @CryptoBoiDanny]

Claude Code:
PR #42 is up and CI green

People who vibe code:
(Merge to main without reading it)

[CBD @CryptoBoiDanny]

@hebi555 嗯嗯 bp 只剩下法幣出入金的功能還算好用

[CBD @CryptoBoiDanny]

@anndylian LOL I have so quite a few dumb friends who fell for this

[CBD @CryptoBoiDanny]

@buidlpad Are you high

[CBD @CryptoBoiDanny]

@durov @0xdamx @ton_blockchain BURNNNNN

[CBD @CryptoBoiDanny]

The King is back

[Pavel Durov @durov]

Fees in TON have dropped 6× — to nearly zero.

Next step — Telegram replaces the TON Foundation as the driving force behind TON and becomes its largest validator.

The focus shifts to tech superiority.

New https://t.co/wedqJMtRqb, new dev tools, new performance upgrades.

Timeline: 2-3 weeks.