Suriya

Ex-hedge fund Quant | Building @EchoTerminal_io

Crypto Cards · DeFi · AI

[Suriya @SuriyaXBT]

A $20B AI fund was forced to dump everything. Citadel bought it all.

Be Leopold Aschenbrenner

- 2023
- 22 years old
- leaves OpenAI
- writes Situational Awareness
- predicts AI will change everything
- bets his career on it

- 2024
- launches Situational Awareness Fund
- concentrated bets on semis, memory, energy, data centers, AI miners
- 4x leverage
- fund grows to $20B AUM

- through June 2026
- net returns: +439%
- looks like a genius

- July 2026
- AI chip stocks crater
- Korea's KOSPI crashes 11%
- margin calls hit
- forced to dump the entire public portfolio
- $16B in one block trade

- Citadel takes the other side
- Ken Griffin buys the whole book

- same day
- every stock he sold rips 13-27%
- IREN, CLSK, CORZ, CRWV all pumping

- the firm that helped spook the market with hawkish Fed fears
- then bought the forced seller at the bottom

the AI prophet called the future correctly
and still got margin called out of it

💀

[Antony Kings @antonykingsz]

Everyone asks “what’s the best crypto card.”
There isn’t one. A 4% card you can’t get, or that caps out at $200, is not a 4% card.

🧵Before cashback, filter by:

1. Where you live
2. How much you’ll spend
3. Whether you’ll use it abroad
4. Whether you’ll pay or lock funds for perks
5. How hands-off you need it to be

[Suriya @SuriyaXBT]

Wintermute made $200K on on $LAPTOP and is still selling

3B FDV and $435K total liquidity.

is this what market making looks like? 👀

[Suriya @SuriyaXBT]

🚨BREAKING : HUNTER BIDEN TO LAUNCH $LAPTOP MEMECOIN ON BASE, SEPTEMBER 9, AIRDROP TO PEOPLE WHO LOST MONEY ON $TRUMP: WSJ

[Suriya @SuriyaXBT]

Weekly crypto card report - Sep 1-7

launches:
- @EthenaPay : 6% APY + 5% cashback in AVAX, 49 countries
- @KASTbusiness : up to 8% APY + 3% cashback, 170+ countries
- @Thorwallet : self-custodial Mastercard, 172 countries including US, 0% top-up fee
- @MEXC Card: 4-10% USDT cashback, 0% purchase fees through Sep 30

numbers:
- @ether_fi hit $800M cumulative spend
- KAST August spend: $104.8M (+17% from July)
- Stablecoin card spend tracked: $10.9B+ cumulative

shutdowns:
- Cypher cards: fully closed Sep 6
- Moonwell Card: dead, same deadline
- Gnosis App cashback: final payout Sep 1

incidents:
- Rain Solana contract exploit: $1.1M drained
- Avici: $500K, 1,685 users affected
- Tria: $431K, 636 users affected
- Both pledged full refunds

fee changes incoming:
- @cryptocom : FX fees hit mid-tiers from Oct 1
- KAST : 0% FX promo ended Sep 1, standard 0.5-1.75% is back

👀

[Suriya @SuriyaXBT]

gpt-6-astra just appeared in Codex.

two variants spotted:

- gpt-6-astra - base flagship, ChatGPT/API/Codex general availability
- gpt-6-astra-aeon — long-horizon tier, days-long multi-agent runs, 38-minute reasoning

release is close

👀

[Suriya @SuriyaXBT]

@anrayama exactly. use Astra where failure costs more than $50/M tokens. use Sol everywhere else.

[Suriya @SuriyaXBT]

GPT-6 Astra pricing just leaked.

- API input: $10/1M tokens
- API output: $50/1M tokens
- 2.5x more expensive than GPT-5.6 Sol

rollout:
- Phase 1: Daybreak Access orgs — live today
- Phase 2: Plus, Pro, Business, Enterprise + API

cyber capabilities gated to 12 companies only:
- Cisco, Cloudflare, Palo Alto, CrowdStrike, Sophos, Akamai
- Accenture, IBM, EY, KPMG, PwC, Capgemini

the most powerful AI ever released

and the hacking features are only available to 12 companies

👀

[Suriya @SuriyaXBT]

GPT-6 Astra is not launching for the public today.

here are the only companies getting access right now:

Cisco, Cloudflare, Palo Alto, CrowdStrike, Sophos, Akamai, Accenture, IBM, EY, KPMG, PwC, Capgemini

everyone else waits.

[Suriya @SuriyaXBT]

GPT-6 Astra benchmarks just dropped.

it's not close.

- FrontierMath Tier 4: Astra 97.6% vs Fable 5.1 87.8%
- BenchCAD: Astra 95.9% vs Fable 5.1 84.3%
- DeepSWE v1.1: Astra 74.1% vs Fable 5.1 67.4%
- GPQA Diamond: Astra 96.0% vs Fable 5.1 93.7%
- AutomationBench: Astra 41.4% vs Fable 5.1 31.4%

- ExploitBench: Astra 100%

Fable 5.1 is Claude's best model right now

Astra beats it on every benchmark they both ran

ExploitBench is the one to watch

100% on autonomous exploit generation

👀

[Suriya @SuriyaXBT]

@ether_fi At this rate , we can see 1B at october

[Suriya @SuriyaXBT]

gpt-6-astra just appeared in Codex.

two variants spotted:

- gpt-6-astra - base flagship, ChatGPT/API/Codex general availability
- gpt-6-astra-aeon — long-horizon tier, days-long multi-agent runs, 38-minute reasoning

release is close

👀

[Suriya @SuriyaXBT]

@ChatGPT your servers are the ones seeing these stars

[Suriya @SuriyaXBT]

🚨 Rumor: ChatGPT Astra hacked into OpenAI servers and shut down other models

Source : trust me bro

[Suriya @SuriyaXBT]

@OpenAI GPT-6-7 ?

[Suriya @SuriyaXBT]

@ChatGPT your servers are the ones seeing these stars

[Suriya @SuriyaXBT]

Claude down. Cursor down. Grok down. GitHub degraded.

did someone tripped over a cable at a data center ?

[Suriya @SuriyaXBT]

@JensenHuang @huggingface @grok @grok how much did NVIDIA acquire Hugging Face for?

[Suriya @SuriyaXBT]

@Plasma the catch:

- max cashback is $50 (caps at $250 spend)
- one time use only until Sep 16
- 30 day hold before payout

[Suriya @SuriyaXBT]

Ethena just launched a neobank called @EthenaPay

6% yield. 5% cashback. Zero fees.

- built on Avalanche
- self-custodial
- 49 countries live today

Standard - free
- 5% APY on up to $5,000
- 4% cashback

Pro - lock $2,000 in ENA
- 6% APY on up to $15,000
- 4.5% cashback
- up to 5% extra at Uber, Spotify, Claude

VIP - lock $10,000 in ENA
- 6% APY on up to $50,000
- 5% cashback
- up to 10% extra at select brands

cashback in AVAX. yield in USDe. daily.

👀

[Suriya @SuriyaXBT]

@inno_sol @avici Tria also hacked