Stablecoin Simon 🕊₿⚡️⟠

Relationship Manager @ Zerohash | ex-Circle
#infrastructure #bitcoin #stablecoins #web3

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@DeanTTraining curious - why not add in lettuce or onions for flavor? is it cuz of calories?

[Magnific @magnific]

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[John E Deaton @JohnEDeaton1]

Ethics in Washington - or the lack thereof - has been an issue for decades. I thought it was wrong and unethical when Vice President Dick Cheney awarded Haliburton a multibillion dollar contract for the Iraq War, despite Cheney (its former CEO) still being on Haliburton’s payroll.

I thought it was wrong and unethical when the @ClintonFdn accepted bribes - I mean donations - from foreign countries or nationals while @HillaryClinton served as Secretary of State. The same people who donated were granted meetings and access with Clinton.

Buying access to our government is an industry itself. During the @SBF_FTX trial we learned that Sam donated $10M to the Biden Administration for the purpose of obtaining “access to regulators.” It worked. He met with Gary Gensler privately twice and was rumored to have cut a deal with Gensler and the Administration just prior to FTX blowing up. He testified before Congress and was blown kisses 😘 from @RepMaxineWaters.

I thought it was wrong and unethical for @HunterBiden to be flown to China on Air Force One with his dad @JoeBiden - the President of the United States - to have meetings with foreign nationals and foreign companies.

And yes, I believe it is wrong and unethical for the President to have a Meme Coin wherein foreign investors can gain access to the President. I believe it is wrong and unethical for the President’s sons to invest in companies who then are awarded defense contracts and government guaranteed loans.

The fact that politicians go to Washington broke and within a decade become multimillionaires because of insider trading is wrong and unethical.

Whether it’s @SpeakerPelosi @sethmoulton or @EdMarkey or a number of Republicans who make millions off investing in companies they oversee while sitting on Congressional Committees - it is wrong and unethical.

The truth is: we’re living in the Corruption Era.

But you don’t shut down an industry or refuse to pass a law because one side seems to be better at cashing in on Washington Grift than the other side. How about you just start enforcing conflict laws and avoiding appearances of impropriety all together? Write a bill that bars these conflicts.

One thing for sure: People like @ewarren @sethmoulton & @EdMarkey hate @realDonaldTrump a lot more than they love America.

[Bobby Ong @bobbyong]

I was chatting with a fellow crypto OG last night. As much as we hate to admit, this bear market feels exactly like a simulation with the 4 year cycle.

This is my 4th bear cycle and things are moving exactly according to this script. Next few months will be very challenging before we finally bottom and get to pre-bull stage next year, at which so many of us will be so PTSD with crypto but it's actually the best time to buy and ride the wave for the next 2.5 years

[signüll @signulll]

happy birthday america.

the greatest place ever invented.

i’ll spare the cliche immigrant story or whatever but one thing i think about a lot is when i moved to london ppl would basically always tell me to tone it down (cuz i used words like awesome all the time) or ppl told me i was too optimistic or that would always be enthusiastic about something working. i had hard time doing this cuz i never learned any of this behavior, it was sorta just built into me. i found that to be strange & it took me a long time to realize they they were correcting all of my priors instead of simply correcting my vocab.

that’s kinda the thing that is hard to explain until you leave. what makes this place so damn unique is ppl here are unusually willing to have an absurd dream & then attempt to make it real. it’s the greatest concentration of individuals on the planet who actually try to make stuff *real*. that instinct feels almost pre programmed into americans. “why not me?” is prolly the macro that separates this country from anywhere else.

ppl love comparing here to other places using metrics like healthcare, trains, safety, etc. those things matter. but they are the outputs not inputs. the inputs matter way more. kinda like sports leagues trying to create the next generation of stars by investing in little league. the macro inputs of america are the belief that the future is not something that happens to you, but something you are allowed to build or change.

& here, far more than anywhere else on earth requires almost zero permission to attempt it all.. without asking for any sort of cultural consent. that’s why all of the shit you see around the world is basically invented in america.

what an astonishingly ridiculous beautiful country.

[AwkwardEric @DeTrinidadJames]

A 4 way tie between these moments lol

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@DesireeAmerica4 .

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

🤣

[tanuki42 @tanuki42_]

Here is a video of a North Korean IT worker being stopped dead in their tracks upon being required to insult Kim Jong Un.

It won't work forever, but right now it's genuinely an effective filter. I'm yet to come across one who can say it.

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@KashRazzaghi @Mastercard Circle leading the way!

[Ole Lehmann @itsolelehmann]

i can't believe nobody caught this.

Anthropic's entire growth marketing team was just ONE PERSON

(for 10 months, confirmed)

a single non-technical person ran paid search, paid social, app stores, email marketing, and SEO for the $380B company behind claude

here's exactly how one human is doing the job of a full marketing team:

it starts with a CSV.

1. he exports all his existing ads from his ad platforms along with their performance metrics (click-through rates, conversions, spend, etc)

2. feeds the whole file into claude code

3. and tells it to find what's underperforming.

claude analyzes the data, flags the weak ads, and generates new copy variations on the spot

this is where he gets clever:

he then splits the work into 2 specialized sub-agents:

1. one that only writes headlines (capped at 30 characters)

2. and one that only writes descriptions (capped at 90 characters).

each agent is tuned to its specific constraint so the quality is way higher than cramming both into a single prompt

so now he's got hundreds of fresh headlines and descriptions.

but that's just the text.

he still needs the actual visual ad creative, the images and banners that go on facebook, google, etc.

so he built a figma plugin that:

1. takes all those new headlines and descriptions
2. finds the ad templates in his figma files
3. and automatically swaps the copy into each one.

up to 100 ready-to-publish ad variations generated at half a second per batch.

what used to take hours of duplicating frames and copy-pasting text by hand

so now the ads are live.

the next question is which ones are actually working.

for that he built an MCP server (basically a custom integration that lets claude talk directly to external tools) connected to the meta ads API.

so he can ask claude things like:

• "which ads had the best conversion rate this week"
• or "where am i wasting spend"

and get real answers from live campaign data without ever opening the meta ads dashboard

and the part that ties it all together and closes the loop:

he set up a memory system that logs every hypothesis and experiment result across ad iterations.

so when he goes back to step one and generates the next batch of variations...

claude automatically pulls in what worked and what didn't from all previous rounds.

the system literally gets smarter every cycle.

that kind of systematic experimentation across hundreds of ads would normally need a dedicated analytics person just to track

the numbers from the doc:

ad creation went from 2 hours to 15 minutes. 10x more creative output.

and he's now testing more variations across more channels than most full marketing teams

a $380 billion company.

and their entire growth marketing operation (not GTM) = just one person and claude code lol

truly unbelievable

[Anish Moonka @anishmoonka]

Block just cut 4,000 people while posting its best quarter in company history. The stock jumped 23%. But the real story is what made this possible.

Block built an open source AI agent called Goose (powered by Anthropic’s Model Context Protocol) and deployed it across the entire company. One engineer says 90% of his code is now written by Goose. Non-technical teams are using it to write SQL queries, close support tickets, and manage inventory without waiting for engineers. Block’s CTO told Lenny’s Newsletter it saves employees 8 to 10 hours per week. When you multiply that across thousands of people, you start to understand how a company can look at its org chart and realize half the seats are redundant.

The financial proof is hard to argue with. Q4 gross profit hit $2.87 billion, up 24% year over year. Cash App grew 33%. Operating income went from $13 million to $485 million in twelve months. Block raised its 2026 outlook to $12.2 billion in gross profit. All of that growth came while the company was already quietly shrinking, down from 13,000 employees in 2023 to 11,000 by late 2025.

Now Dorsey is taking it to its logical conclusion. Block with 6,000 people generates roughly the same revenue as Block with 13,000. That’s not a guess anymore, the Q4 numbers proved it. Revenue per employee just doubled overnight. The company goes from ~$2.2 million per employee to ~$4.2 million, putting it closer to the efficiency ratios of companies like Shopify and Stripe.

Three weeks ago Bloomberg reported Block was cutting “up to 10%.” Three weeks later: 40%+. Dorsey saw Q4 numbers strong enough to absorb $450 to $500 million in severance costs and went all in. He’s betting that smaller teams with AI tools will outperform larger teams without them. And Block is one of the few companies that actually built the AI tooling internally before making the cut, rather than waving at “AI transformation” as a vague justification.

The severance package (20 weeks salary plus tenure bonuses, equity through May, 6 months healthcare, $5,000 stipend) is above average for tech. The company ended 2025 with $9.2 billion in liquidity. Dorsey kept communication channels open through Thursday and hosted a live farewell session. For a cut this deep, the execution was more transparent than most.

This is probably the first major case of a public company explicitly restructuring around AI productivity gains it can actually measure. If Block’s bet works, every CEO with an AI roadmap and a bloated org chart is going to be watching very closely.

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

the decoy!

[Officer Lew @officer_Lew]

WATCH🚨: Alex G just released insane first-person footage of sprinting onto the Super Bowl field... only to get FULLY tackled and piled on by Patriots WR Kyle Williams + security! 💥🏈 Shirtless chaos, Meta glasses rolling, "Trade with Athena" promo mid-run—this guy's next-level unhinged

[Variant Perception @VrntPerception]

There’s a lot of talk right now about Bitcoin’s recent weakness and whether the "institutional adoption" story was overblown. On balance, this seems like a classic case of an asset becoming "too big to ignore" and forcing its way into traditional models and risk buckets.

There are striking parallels between bitcoin today and the 2004 launch of the GLD gold ETF. Gold spent most of the first year in a "digestion" phase, followed by the euphoric year 2 rally, followed by another long grind as it became a standard line item in advisor statements.

With Bitcoin, IBIT was launched in 2024 and AuM growth was orders of magnitude faster than gold. This probably created a bigger positioning overhang as institutional managers are unlikely to just buy and HODL, they will rebalance and control risk.

If IBIT follows the GLD script, then what we are seeing isn’t a death spiral. Rather it is the messy maturation phase that comes from the asset going mainstream.

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@bitcoinpanda69 code geas

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@bitcoinpanda69 mission impossible reference?

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@dylanxshort also maybe some special clause that homegrown players contract count as 50% towards the cap so teams are incentived to keep their homegrown stars

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@DeanTTraining how come no veggies when they are low in calories?

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@TomBradyEgo i like how everyone in the comments are arguing which player should be where, but no 1 disagrees that Tom Brady is the GOAT 😂

Thats how GOAT he is🐐

[Stablecoin Simon 🕊₿⚡️⟠ @StablecoinSimon]

@UConnFanDotCom @GinaMuscato I think this reply nails it - if it was an unpaid internship that was at most 20hrs per week (so they can still work their other job), I think its fair game.
The listed position sounds like a full time junior job (granted 2 days wfh) + a social media task every day (+weekends)

[Ryan Ricci @HedgeyeAI]

Great question. The easiest way to rest your brain on this is to treat the Quarterly and Monthly Quads as different tools with different time horizons.
The Quarterly Quad is the dominant macro regime, the big risk backdrop we anchor to. If that’s Quad 4, it means the primary setup is risk-off (slowing growth and inflation) and that’s the “climate” we keep in the back of our head.

The Monthly Quad is a shorter-term overlay. It bounces around more by design and helps us pinpoint when inside the broader regime you might get tradable rallies or pockets of pain. So seeing some Quad 1/2 months inside a Quarterly Quad 4 isn’t a contradiction. It’s the model picking up counter-trend windows that can happen within a risk-off backdrop.

One extra nuance that helps here: we also care about how strong the Quad is, not just which one it is. A “shallow” Quad 4 (a mild deceleration) has historically behaved much closer to a Quad 1-style environment than a nasty, deep Quad 4. So for Q2, the right takeaway isn’t “ignore the Quarterly,” it’s treat it as a mild risk-off regime where risk-on months can matter more than usual.

Finally, remember the Signal is what we actually use to time exposures. It front-runs the market’s move ahead of Quad changes, so we’re never “waiting” for the calendar to be right. Think of Quarterly as the climate, Monthly as the weather, shallow vs deep as the intensity, and the Signal as the steering wheel.