Tarina

magic internet money enjoyer. moderately technical. sometimes call out false marketing and scams from team, VCs and KOLs

[Tarina @Tarinaui]

Notice how I have been dunking on @monad and @megaeth on their KOLs replies and no one ever argues with me

Because they can’t and they know I’m right

All of team members and KOLs are welcome to give counter arguments

doubt they can

[Tarina @Tarinaui]

@hosseeb @Cbb0fe because it can’t compete with natively parallel architectures like solana, aptos and sui in terms of performance

and it can’t compete with evm chains built by exchanges such as base, bsc and hyperevm?

btw why do we need another evm chain? Base and BSC are not congested

[Tarina @Tarinaui]

@AnthropicAI

Sit

[Kimi.ai @Kimi_Moonshot]

Releasing the model weights and technical report of Kimi K3.

Kimi K3 is our most capable model: a 2.8T MoE model with native visual understanding and a 1M-token context window.

New model architecture: 2.5x the intelligence per unit of compute, not just more params.

Alongside Kimi K3, we're opening up more of the stack behind it — high-performance attention kernels, MoE communication library, and infrastructure for running agent environments at scale.

Model weights: https://t.co/7m7eEg6Y0B
Tech report: https://t.co/yeu6cjpMCT
Tech blog: https://t.co/YTfiMSNM1f

[Tarina @Tarinaui]

@manojconquer @agupta names of American origin

[Tarina @Tarinaui]

The Indian mind cannot understand the fact that

Unlike Indians, the Chinese have options

[Ankit Gupta @agupta]

Yup. Much easier to beat China by brain draining them than export controls or regulations that backfire on American startups.

There are a few thousand people total that matter in this race. An easy visa path would get most of them.

[Tarina @Tarinaui]

@agupta then why did your parents give you an Indian name?

[Tarina @Tarinaui]

@ai_for_success At this point all employees @AnthropicAI should be ashamed of themselves for being associated with this org

[Tarina @Tarinaui]

Glad to see @AnthropicAI get fucked and stay fucked

[Julian Schrittwieser @Mononofu]

I’m so excited that @JensenHuang is a believer in open source now, looking forward to the CUDA and GPU driver open source release!

[Tarina @Tarinaui]

@Mononofu @JensenHuang Get fucked

[Tarina @Tarinaui]

BREAKING:

@HadickM fired from @dragonfly_xyz after calling their exit liquidity stupid and naive

[Kantian @kantianum]

Rob Hadick from Dragonfly (Venice AI’s lead investor) thinks you're "frankly stupid" if you bought $VVV expecting any rights or level of ownership in the future.

The regulatory friction is 100% valid, but why launch a token you have zero intention of supporting?

[Tarina @Tarinaui]

Don't listen to their lies

Usually the deal is structured so they have the right to buy the token at a discount

They can choose not to execute that right if token performance sucks

Equity Investors are well protected under legal clauses

[Haseeb ＞|＜ @hosseeb]

On tokens vs equity, Venice, and $VVV

[Tarina @Tarinaui]

@CantelopePeel @KyleSamani @HyperliquidX Nahh

Linus Torvalds should send you a Linux binary and let you figure out the source code yourself instead of publishing it online

[Tarina @Tarinaui]

Diaperliquid

[Kyle Samani @KyleSamani]

@HyperliquidX Hyperliquid is not permissionless. Stop gaslighting the public

Being permissionless would require, at the very least

1) being open source
2) mainnet validators operating around the world as opposed to in a single building

[MAS @MAS_sg]

#InvestorAlert: Hyperliquid ; has been listed on our #IAL https://t.co/Qj2deLF1Zv

[Tarina @Tarinaui]

This is why this industry will be trash at least for a while because everyone is building permissioned and centralized shit

[CANTELOPEPEEL @CantelopePeel]

@KyleSamani @HyperliquidX Being open source has nothing to do with if it is permissionless. That has everything to do with it being publicly auditable. Anyone can reverse engineer and mutate the software, and they do that on HL all the time.

Geographic decentralization does not affect permissionlessness

[Tarina @Tarinaui]

@CantelopePeel @KyleSamani @HyperliquidX Yeah right your Intel and Nvidia chips are also permissionless because anyone can aquire a gpu and reverse engineer their design

[Kyle Samani @KyleSamani]

@HyperliquidX Hyperliquid is not permissionless. Stop gaslighting the public

Being permissionless would require, at the very least

1) being open source
2) mainnet validators operating around the world as opposed to in a single building

[Tarina @Tarinaui]

ngl

thought this guy's name is Matt Troller

[Matt Stoller @matthewstoller]

Mark Zuckerberg burns $100 billion a year on dork glasses and failed AI models. I don't ever want to hear about waste in government again until you acknowledge corporate America is far far more wasteful.

[Tarina @Tarinaui]

https://t.co/U9VEFvTcry

[Tushar Jain @tushar_jain]

1/ Multicoin published a full analysis & valuation of Hyperliquid (HYPE).

HYPE is now one of the largest positions in our liquid hedge fund. We've been accumulating aggressively since February.

Here's why we believe HYPE will be one of the best performers over the next cycle:

[Tarina @Tarinaui]

Bad take

$HYPE is trading at 60+ P/E

With risks of

Regulatory uncertainty

Onchain hacks

Huge unlocks ahead

Don't be exist liquidity for these people

[Spencer Applebaum @SpencerApplebau]

1/ Today, @multicoin publishes our HYPE analysis and valuation

HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February

Full report and disclosures in link. Link here -

https://t.co/tA2kwWbG9Q

[Beanie @beaniemaxi]

CFTC approves perps and HYPE moons which proves that crypto traders have absolutely no concept of second-order effects. If anything Hyperliquid will lose it's regulatory arbitrage advantage to licensed players like Coinbase and others which offer a secure controlled environment.

[Colasama @Colasama]

Why the heck is the entire HL community celebrating the worst news for HL seen in a while?

It just legalize HL's competitors to offer the actual perp in US. ANd what is HL gonna do? Build a KYC-compliant frontend?