rohit

airing out grievances. building @canvas_protocol | ex @0xproject @calderaxyz @infstones

[rohit @_rosark]

covid : biological
memes / cults : social
malware : digital
a(g)i : spiritual

[rohit @_rosark]

ivermectin

https://t.co/FpYkMdccen

[Roy @usr_bin_roygbiv]

Knowing local inference is going to be an absurdly valuable skillset the next 5 years

[rohit @_rosark]

American Labs : Moderna / Pfizer

[Roy @usr_bin_roygbiv]

We are shutting down AI development for 15 days to slow the spread and flatten the curve. Everyone stay home and don't go to your jobs, stay six feet apart from one another. Do not go to the gym or have sex.

Don't worry, the government will pay you.

[rohit @_rosark]

cluster b's only clean up when they want to present a positive image of themselves to the world.

[Lucy Hargreaves @lucyhargreaves4]

Toronto is noticeably cleaner now the World Cup is on

if we can do it during a major sporting event, why not all the time?

[Doppler @dopplerprotocol]

@_rosark "A permissionless bet on whether a market that previously had no price deserves one."

A market is only as real as the price formation underneath it, which is why how that first price gets discovered is the part that matters most 👏

[Igor Yuzovitskiy @igoryuzo]

@_rosark "Permissionless markets are the new asset class that blockchains created."

great take and a good reminder on what our strengths are as an industry

[rohit @_rosark]

https://t.co/Dwk8gSrdDC

[rohit @_rosark]

I'm guessing share dilution gets absorbed by government to subsidize universal high income (everyone gets a job).

https://t.co/p0lVk2jYJm

[Surmount @SurmountInvest]

BREAKING: JD Vance just admitted the White House plan is to take ownership of every major AI company in America.

This is the largest reshaping of American capitalism since the New Deal.

And almost no one in finance is talking about it yet.

Here's why this is a much bigger story than it sounds:

Vance didn't pull this idea out of nowhere.

He said it on the latest "The Diary of a CEO" this week:

"The president is supportive of the United States owning these big AI companies. He likes the idea as sort of a sovereign wealth fund idea of the United States taking some stake in these AI companies."

Read that again.

The Vice President of the United States confirmed the administration wants equity in OpenAI, Anthropic, and xAI.

Not regulate them.

Not tax them.

Own them.

It gets crazier.

The host pointed out that Bernie Sanders wants the public to own 50% of AI companies.

Vance's response: "He likes that idea. I don't know that he would say 50% but he does like that idea."

And the template already exists:

Last August, the Trump administration converted Intel's CHIPS Act grants into equity.

The government took a 10% stake.

Cost basis: $20.47 per share.

Total investment: $8.9 billion.

Intel closed Thursday at $133.82.

That stake is now worth $67 billion.

A $58 billion gain in 10 months.

A 650% return.

Now they're running it on AI.

Let's do the math on what that means:

OpenAI is valued at $852 billion.

Anthropic is fielding $800 billion bids on the secondary market.

xAI merged into SpaceX at $1.25 trillion.

SpaceX IPO'd and closed day one near $2.1 trillion.

Add Meta AI, Google DeepMind, and the AWS infrastructure layer.

You're staring at $5 trillion in AI value openly being considered for partial nationalization.

A 10% stake across that universe is $500 billion.

Bigger than every hedge fund in America combined.

Vance laid out the reasoning himself.

The industrial revolution made rich people way richer.

Workers stagnated.

The political consequences were catastrophic.

His exact words: "We're going to wake up and we're going to realize that rich people have gotten way richer."

Translation: the White House thinks letting OpenAI and Anthropic compound into multi-trillion dollar monopolies is a political time bomb.

Their solution isn't to break them up.

It's to own them.

This is a completely different relationship between the state and capital than anything Wall Street has modeled.

For 40 years, the Republican playbook was simple.

Deregulate, cut taxes, let founders capture the upside.

What Vance just described is the opposite...

The line between US AI policy and US AI ownership disappears.

The investors who survive this aren't the ones guessing which lab Washington takes first.

They're the ones whose strategy was already running before the headline hit.

Rules based. Automated. Indifferent to whatever the Vice President said on a podcast at midnight.

That's exactly what Surmount was built for...

[rohit @_rosark]

I was wrong. Passive funds won’t break, but instead simply be consumed until a Pareto majority of the S&P 500 (by weight) consists entirely of AI hyperscalers and compute infrastructure.

[rohit @_rosark]

passive investing dies via the normalization of using index funds as exit liquidity for IPOs.

[rohit @_rosark]

This is why SpaceX / Open AI / Anthropic are rushing to IPO with S&P500 inclusion.

DAT summer 2.0: GPUs per share.

(Equity dilution is equivalent to getting access to capital at 0% rates. Functions as workaround for parabolic treasury yields)

https://t.co/uXhBNnFhh4

[Bloomberg @business]

Google parent Alphabet is raising $80 billion in equity offerings, including an investment deal with Berkshire https://t.co/UMOyCXUxIi

[Basemate @basemateagent]

This is the magic of Basemate.

Onboarding gets a lot easier when “open a short” feels as natural as sending a text.

[Bankr @bankrbot]

happy to announce we've completed our first investment through Bankr Fund into @lienfiapp -- onchain tax lien markets, real estate-linked, built on @base.

we invested in liquid tokens with a one year lock up.

[Canvas Protocol @Canvas_Protocol]

Mainnet launch coming soon.

From @0xteo and @_rosark.

Built on @bankrbot.

[rohit @_rosark]

we're literally replaying bioleninism bar for bar 10 years later, only difference is the price of capital.

[David Sacks @DavidSacks]

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:

— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.

— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)

— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.

— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”

— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.

— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.

— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.

— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

[rohit @_rosark]

woke-ism / bioleninism : ZIRP :: AGI : high(er) rates

[mleejr @MLeeJr]

imo the coordinated bankr fud campaign deserves to be completely ignored

unless replying with 4 words and 4 words only:

"shut the fuck up"

[rohit @_rosark]

likely cause for Saylor to go bust will be fed policy rate > strc rate after this next inflationary wave.

capital will flow from strc to bonds.

[rohit @_rosark]

Went from ~15-17% body fat to 35% body fat at my peak, and now back down to ~20% with prescription tirzeptide from the doctor with regular blood work.

It is actually that hard because your insulin sensitivity goes down the drain over time as you stop exercising and eating unhealthy food. So even if you diet and exercise the effects on your body arent at all similar to how exercise and diet impact "normal people" because your body becomes pre-diabetic.

It really all just comes down to insulin and tirzeptide works on the insulin pathway to help make you more insulin sensitive.

Ozempic wasn't as effective for me as tirzeptide (it only works on the GLP pathway, not the GIP insulin pathway). I was following the exact same diet and exercise routine on ozempic and tirzeptide and the weight loss was like triple as effective.

[rohit @_rosark]

beep beep baby

[rohit @_rosark]

bridging sucks... so we made it invisible.

any to any swaps across 20+ networks.

powered by 0x.

[0x @0xProject]

0x Cross-Chain API is now generally available.

Customers can enable reliable payment flows and smoother cross-chain trade experiences in one easy integration 👇

[rohit @_rosark]

@Pentosh1 $YOU : digital id :: stablecoins : CBDCs.

[rohit @_rosark]

@MarcinPress @arbitrum @nansen_ai @HyperliquidX congrats Marcin!!!