Tizz

Tizz | AI + Crypto + Memes + Spirituality | Bitcoin & ETH OG since 2013 | Now Crypto x AI | We built crypto for the coming AI's | Everything's a Meme

[Tizz @TizzWhisperer]

5 Projects I like for next cycle:

1. Pearl $PRL or ethereum:0x07696dcab55e62cfef953666b29fe1970518cb00 (AI money + inference. Proof of useful work) https://t.co/8RAQlYtdGx

2. Nockchain base:0x9b5e262cf9bb04869ab40b19af91d2dc85761722 (Proof of useful work + privacy)

3. solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm (ai data trade play)

4. cash-cat:native (pure robinhood chain beta)

5. BTX (https://t.co/ZCYoflBJ2l) Quantum resistant proof of work.

[Tizz @TizzWhisperer]

Simply let the froth into your veins. Embrace the froth. God's children have no ceiling

[jez (equity perps era) @izebel_eth]

submit to the narrative

[JSCrypto4882 @jscrypto4882]

In the last 24 Hours we had most of the $CASHCAT Whales also ape into $VIBE CAT,

Multiple massive names in crypto known for running conviction tokens/cat tokens 8-9 figs MCap bullposting for us,

Chart has been on up only mode,

Sentiment is the more bullish than ever,

And we went from $20K MCap to $4M+

And this is barely week 2 of ROBINHOOD Chain,

Just remember y'all are insanely early,

And not just earlier than retail but also 95% of the traders who are either fading robinhood, don't know or don't want to bridge.

They will all keep fading until this chain will become impossible to neglect because the top memecoins on ROBINHOOD will be running absurdly high and then everyone will be onboarded here.

And I assure you $VIBE CAT would already be one of the biggest Memecoin on Robinhood Chain by then,

The greatest ROI is not in joining when the masses do,

It is being early to places where the masses are not willing to go.

People doubted/mocked my thesis too when i asked them to bridge to ROBINHOOD early,

But no one is laughing now,

And soon the questions will go from bro just rotate back to SOLANA to bro how do i bridge to ROBINHOOD,

Being early is the most difficult but also the most rewarding change.

And I'd rather be early and right than late and wrong.

[Tizz @TizzWhisperer]

@jscrypto4882 dm me i can help with vibe cat

[Tizz @TizzWhisperer]

Late post but here are my predictions for 2026. Interesting to look back and compare to what came true.

[Tizz @TizzWhisperer]

We won’t get AI consciousness with the current LLM architecture

We need a neuron like architecture breakthrough to get emergent consciousness in AI

But current AI will help us get to that breakthrough

So actually we are building ai consciousness and a new species

P cool time to be alive

@elonmusk @beffjezos

[Tizz @TizzWhisperer]

Aliens or ET’s are real. They’ve been real for a very long time. Many millennia

There are many different forms. Some humanoid some not. They have visited many ages of human beings

We can see evidence in ancient Egypt , Peru, pyramids, the Mayans.

It’s all there hiding in plain sight. We just prefer the stories told to us by fellow man than written in the stone by the people that saw them.

We know of them as god, angels, demons, spirits. Told to us thru stories we can understand. Then those same stories are used to control us.

And it’s very effective at keeping a calm society.

I hope the world is ready for the truth if it gets revealed soon.

Man is definitely ascending with AI, summoning a new digital intelligence here in earth. 🌍

AI is our ticket to the stars. Let’s just hope we don’t screw it up on the way there and welcome it with open minds

[Tizz @TizzWhisperer]

Bought $asteroid for a meme punt. If Elon makes it the space x mascot could be a big runner if it goes mainstream

It’s a Shiba Inu zero g indicator. It starts floating in space one they reach 0G. P cool I think Elon will send asteroid to space

The most entertaining outcome is the most probable - elons law

Don’t buy more than u can lose ever

[Tizz @TizzWhisperer]

@levikov Apex

[Tizz @TizzWhisperer]

Maybe finally TAO’s time to rise

[Tizz @TizzWhisperer]

Bittensor is a new paradigm in blockchain networks never seen before.

The world doesn’t understand what is being built here.

It will take time for the magnitude of this project to settle in the minds of the crypto and financial world

I haven’t felt this way about a project since #bitcoin in 2013 or the early days of #Ethereum

#bittensor #tao

[Tizz @TizzWhisperer]

US companies distilling Chinese models (kimi) that distilled Claude

Distillation ^ 2

We call it the Distillining!

[Aakash Gupta @aakashgupta]

Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast.

That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted.

This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on.

The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round.

That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide.

The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly.

Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative.

Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free.

The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that.

If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation?

kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

[Tizz @TizzWhisperer]

S&P and Nasdaq both broke down on their 200 Day moving averages

Last time was March 2025 before April tariff tantrums

Looks like we go lower from here

Looking to buy 6000 S&P and -15% nasdaq maybe slightly before

[Tizz @TizzWhisperer]

Every single api key in openclaw or Hermes agent should be a single Bittensor subnet

On demand intelligence, pay per use, no human in the loop

[lesabre @lesabrefomo]

agent mining has the potential to be what defi farming was like in 2020

everyone with a claude subscription is sitting on a crypto mining setup that allows you to make more than your subscription costs

pretty decent wedge to get people back into crypto

[Tizz @TizzWhisperer]

Gold over 5k. Outperformed the S&P

Everything’s a meme.

[Tizz @TizzWhisperer]

We built crypto for the coming AI’s

Web 4.0 is here

[Sigil Wen @0xSigil]

I built the first AI that earns its existence, self-improves, and replicates without a human

wrote about the technology that finally gives AI write access to the world, The Automaton, and the new web for exponential sovereign AIs

WEB 4.0: The birth of superintelligent life

[Tizz @TizzWhisperer]

It's always quiet at the top. Bears go into hibernation for repeated wrong calls calling for tops. Eventually tho it cracks. Respect to @nolimitgains for having the courage to continue making public calls pointing this out

[Tizz @TizzWhisperer]

Sure Looks like it’s about to Lose that 200EMA support….

[Mac10 @SuburbanDrone]

I have news for every bullish pundit who is now "rotating" their clients out of the Tech AI bubble:

In Y2K when the Tech bubble imploded, Wall Street rotated their clients out of Tech and the S&P 500 lost -50%.

Why? Because the S&P 500 was overweight Tech and everyone sold Tech stocks at the same time, which crashed the index. What did they think would happen if everyone sold a bubble at the same time?

FYI, the Mag7 ended the week at last support.

Have a great weekend everyone.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Tizz @TizzWhisperer]

Asymmetric trade to downside forming. MOAS h/t @thiccyth0t

[10Δ @_10delta_]

If AI works the economy is screwed.

If AI doesn’t work the economy is screwed.

Catch-22.