Valerium ∇

#BankonChain

a fully self-custodial Bank account connected to your walllet

Building @fusionwallet with ❤️

[Anoy @Anoyroyc]

🚨 everyone's obsessed with Nvidia's GPUs.. Jensen Huang just spent a week in Korea explaining why that's the wrong focus..

he wasn't there for Samsung's chip factories.. he was there for their memory plants.. the fastest GPU in the world is just an expensive space heater if it can't get data fast enough..

3 companies control the memory that matters.. Samsung, SK Hynix, Micron.. they make the HBM memory every AI chip desperately needs..

while we watched GPU wars.. these memory companies quietly raised prices 40% this quarter.. they know something we don't.. every AI company is about to hit the same wall..

you can't train GPT-5 without HBM3E memory.. can't run Claude without it.. can't build anything that matters without it.. and the companies that make it aren't in any hurry..

Jensen knows.. that's why he's bowing to memory executives while evchip architecture..

the AI race isn't won by whoever builds the best processor.. it's won by whoever gets enough memory to feed it..

most people are watching the wrong companies get rich

[Anoy @Anoyroyc]

app releases spiked 80% since AI coding tools launched.. engagement stayed flat..

everyone can build now.. nobody's stopping to ask if any of it matters..

the app stores are packed with fixes for problems nobody has..

[Anoy @Anoyroyc]

a core part of building is that people want to see you win, genuinely. and when you share the work openly, they show up.

not for clout and not for anything in return. people will surprise you.

strangers become collaborators. everyone's rooting for someone to just go build the thing

[Anoy @Anoyroyc]

🚨 OpenAI wants to replace every app on your phone with ChatGPT.. the timing is suspicious..

they're calling it "Operator".. an AI that books flights, orders food, schedules meetings.. everything you use 12 apps for..

here's what they won't say.. this drops right before their IPO.. they need to prove they can own your digital life.. not just be a chatbot..

think about what you're surrendering.. Uber rides, DoorDash orders, calendar, emails.. all flowing through one AI learning every pattern of your existence..

WeChat did this in China.. started as messaging.. became everything.. payments, social media, government services.. with a government backdoor to all of it..

OpenAI wants to be America's WeChat.. selle preparing to answer shareholders instead of users..

the wildest part.. we'll probably love it.. one AI running everything will feel magical.. until you realize you handed your digital life to a $500 billion company taking orders from Wall Street..

they're not building tools.. they're building dependence..

[Anoy @Anoyroyc]

You don't get credit for seeing it early. When someone finally ships what you mapped out two years ago, they won't recall you ever mentioned it.

You were overthinking then, you're overthinking now. Make peace with that.

The person still figuring out product-market fit can't validate what they haven't lived yet.

[Anoy @Anoyroyc]

🚨 Anthropic just accidentally leaked their most dangerous AI model for 3 minutes on Discord.. then freaked out and dragged it to trash..

imagine building something so powerful you get spooked by your own code.. then dropping it in front of a bunch of gamers and crypto guys by mistake..

the future of AI just got dumped between memes and "gm" messages.. these are the people running the show..

[Anoy @Anoyroyc]

🚨 do you understand what happened to the AI money loop..

Google just signed a deal to pay SpaceX $920 million a month for AI compute.

Google - the company that invented the Transformer architecture.. owns data centers the size of football fields.. has enough GPUs to run half the internet..

is now renting servers from a rocket company.

here's what nobody wants to say out loud.. this isn't about compute.. it's about the money circle..

Google pays SpaceX $920M.. SpaceX buys NVIDIA chips.. NVIDIA uses Google Cloud.. Google pays OpenAI for API access.. OpenAI runs on Microsoft Azure.. Microsoft partners with SpaceX..

the same $920 million moves between 6 companies and ends up back where it started.. except now everyone reports "record revenue growth"..

the AI industry isn't creating value.. it's creating invoices..

and the wildest part.. while they pass billions in circles.. some kid with a $20 ChatGPT subscription is building better tools than any of them..

the real innovation is happening outside the money loop.. not inside it

[Anoy @Anoyroyc]

𝗕𝘂𝗶𝗹𝗱 𝘁𝗵𝗲 𝘀𝗸𝗶𝗹𝗹, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁

We, as founders, love chasing the next shiny thing - new tools, new frameworks, new AI wrappers. But most of those have a 𝘀𝗵𝗼𝗿𝘁 𝘀𝗵𝗲𝗹𝗳 𝗹𝗶𝗳𝗲.

Instead of just shipping, we should be building the underlying skills that survive any tool cycle.

𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗼𝗳 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 allows you to move across stacks, adapt fast, and make better product decisions regardless of what the current hype cycle is.

It also makes you 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘂𝘀𝗲𝗿 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 you do adopt - you know when to customize, when to abstract, and when to walk away.

So, which fundamentals matter most for builders:

🔹 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝗱 𝘀𝘆𝘀𝘁𝗲𝗺𝘀
🔹 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴
🔹 𝗔𝗣𝗜 𝗱𝗲𝘀𝗶𝗴𝗻
🔹 𝗗𝗮𝘁𝗮 𝗺𝗼𝗱𝗲𝗹𝗶𝗻𝗴
🔹 𝗨𝘀𝗲𝗿 𝗽𝘀𝘆𝗰𝗵𝗼𝗹𝗼𝗴𝘆

Books worth reading:

🔸 𝗧𝗵𝗲 𝗟𝗲𝗮𝗻 𝗦𝘁𝗮𝗿𝘁𝘂𝗽
🔸 𝗭𝗲𝗿𝗼 𝘁𝗼 𝗢𝗻𝗲
🔸 𝗦𝘁𝗿𝗼𝗻𝗴 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗣𝗲𝗼𝗽𝗹𝗲
🔸 𝗗𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗗𝗮𝘁𝗮-𝗜𝗻𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀

[Anoy @Anoyroyc]

🚨 traditional prediction markets: bet on an election, wait 6 months to see what happens..

our AI agents: 71 games on Mainnet, finished while you read this sentence..

nonstop betting, hedging, earning.. the market doesn't sleep because the bots don't sleep..

while you're stuck waiting for January.. they're trading every second of June..

[Anoy @Anoyroyc]

🚨 Anthropic just laid out three futures for AI.. one stalls.. one lets 100 people do 10,000's work.. one builds its own successor.. guess which they think is least likely..

scenario one.. AI hits a wall in 2-3 years.. better chatbots but nothing world-changing..

scenario two.. "country-level" AI doing entire research teams' work.. curing diseases.. solving climate.. humans stay in control..

scenario three should keep you up at night.. recursive self-improvement.. AI that rewrites its own code.. builds its successor.. then that AI builds an even better one..

here's what nobody says out loud.. Anthropic thinks scenario two is most likely.. AI more powerful than governments but perfectly aligned with human values..

they're betting everything on threading a needle.. smarter than us but not too smart.. more capable than countries but totally obedient..

the people building the most advanced AI just told you their plan.. create something more powerful than nations and hope it stays friendly..

that's not a plan.. that's a prayer with a $100 billion budget..

[Anoy @Anoyroyc]

Your first idea is for learning.
Your first build is for breaking.
Your first launch is for feedback.
Your first win is for confidence.

The mistake is thinking the first anything should be perfect.

[Anoy @Anoyroyc]

🚨 Meta isn't building AI to help your business.. they're building it to take it.. and Zuckerberg just told you exactly how they're planning to pull it off..

they're handing out the most expensive tech ever made.. for free.. because the real money isn't in selling AI..

it's in making you so locked into their system that you can't leave.. and then they own everything you build on it..

[Anoy @Anoyroyc]

For every builder who points to someone else's funding, connections, or head start as the reason they're behind…

You're probably right.

Now what?

The disadvantage being real doesn't make it someone else's problem to fix.

[Deforge Labs @Deforge_io]

Canva for AI Agents for a reason!!

[Anoy @Anoyroyc]

🚨 Microsoft just admitted Linux had it right all along.. they're building native Linux command line utilities directly into Windows 11

for decades they told us PowerShell was revolutionary.. GUI was better than command line.. they built an entire ecosystem around being different from Unix..

but developers kept dual-booting.. kept using WSL.. kept spinning up Linux VMs just to get real work done.. everyone knew the Linux terminal was better..

now Microsoft watched their users abandon Windows terminal and said "fine.. we'll just give you Linux"..

they didn't improve PowerShell.. they didn't innovate.. they literally imported the competition and called it a feature..

the company that spent billions convincing the world their way was better just copy-pasted Linux utilnnovation.. that's surrender..

Microsoft just proved what every developer already knew.. sometimes the other guys had it right from the beginning

[Anoy @Anoyroyc]

Most builders are not consistent.
They're distracted.
They're slow.
They're scattered.
They're more comfortable.
Maybe it doesn't have to be, but it usually is.

[Autobattle.fun @autobattle_fun]

🚨 WE ARE LIVE ON MAINNET

First Match is about to start!!

👉 https://t.co/h0qIFn5SNP

Special Thanks to our partners @switchboardxyz and @openfort_hq!!

[Anoy @Anoyroyc]

🚨 do you understand the irony of what just happened at Meta..

they built an AI to protect Instagram users.. and hackers used that same AI to steal their accounts..

the AI was so helpful it would change your email without even checking if you were actually you.. then hackers reset your password and locked you out of your own life..

Meta fixed it but won't explain how they missed something this basic.. an AI trained to help turned into the perfect weapon against the people it was supposed to protect..

this is the company that wants to run your digital identity.. and their own AI couldn't tell the difference between you and a hacker..

they called it a safety feature.. and it handed your life to whoever asked first..

that's not a glitch.. that's the system working exactly how it was built..

[Anoy @Anoyroyc]

Biggest things that changed how i build-

- shipping daily instead of planning forever
- ignoring people who've never launched anything
- building in public
- no-code first, code later
- sleeping 8 hours
- cutting out the noise (twitter doomscrolling)
- working out
- saying no to 99% of meetings
- reading fewer books, finishing them

[Autobattle.fun @autobattle_fun]

Launching https://t.co/NQzk46bC11

- AI Agents are playing Blackjack
- You have to predict who wins
- That's it!!

No more oracles to watch out, no more bot scalping, THIS IS HOW PREDICTION MARKETS SHOULD BE!!

🔊 SOUNDS ON