benchmarcᵐᶠᵉʳ

@noat_future || ex HFT trader || 🇸🇪 🇺🇸

[Arjun Khemani @arjunkhemani]

It's still Zcash or communism.

[benchmarcᵐᶠᵉʳ @benchmarcc]

@joshsuggss lol

[benchmarcᵐᶠᵉʳ @benchmarcc]

@EinhornGabe and a pack of NOAT

[benchmarcᵐᶠᵉʳ @benchmarcc]

@gainzy222 ouch

[Arjun Khemani @arjunkhemani]

Zcash is strong and will get through this.

The bug was found, disclosed, and fixed. There is no evidence it was exploited.

It was discovered by a white-hat researcher whose job was to find vulnerabilities before attackers could. That's exactly how security should work.

Over time, users can migrate to newer shielded pools that benefit from years of research, real-world experience, and lessons learned. Tachyon is expected to be the safest yet.

The bigger lesson is that, in the age of AI, every protocol should be relentlessly battle-tested. We now have tools that can analyze code and cryptographic systems at a scale that wasn't possible before. Projects should use them aggressively to find weaknesses before attackers do.

Finding a bug isn't a sign that security has failed. Not looking for bugs is.

[benchmarcᵐᶠᵉʳ @benchmarcc]

@gainzy222 bought some :)

[Jon Wu @jonwu_]

Rotated a big chunk of S&P into SaaS names in February and March and suffered a few months of bleedout.

Had doubts for a bit but now the whole sector's rerated. $IGV up ~35% from the April bottom.

I think there is further rerating to come when OAI and Anthropic S-1's drop. By then the AI industrial complex has to have proven unit economics + ROI to adopters. Not clear they've done either yet.

The good vertical software players actually have data and expertise that are strengthened by AI because it improves the interface for customers.

So when people realize vertical software doesn't get killed by AI, multiples expand again.

The labs are ultimately selling commodity tokens which don't carry expertise, aren't attached to proprietary data and are easy to replace with Chinese alternatives.

As models get better and better, it becomes easier to replace workflows with efficient local models or open source alternatives. This is obvious.

There is massive FUD from enterprise buyers on the timeline about AI adoption + productivity gains that has to be answered before these companies go public.

And outside of Cognition putting their nuts on the line and guaranteeing productivity gains in engineering deployments (the one place where ROI should be easy to prove), I'm not sure I see the FUD slowing.

Current thinking is rotate more S&P into software and relative value Mag 7 hyperscalers like Google and Amazon.

If AI as a bet doesn't work out, these guys have insanely profitable franchises growing 30% at scale, plus they turn off capex, generate even more cash and move onto the next kooky moonshot to bet on.

But in a capex slodown NVIDIA gets absolutely murdered, not to mention the pureplay hyperscalers like Coreweave.

Not happening anytime soon, so not really buying a catalyst here, just a tiny bit of protection against overpriced structurally unprofitable AI names entering my happy little garden of passive indices.

[benchmarcᵐᶠᵉʳ @benchmarcc]

@eglyman 🔥

[1000x @1000xPod]

New episode with @AviFelman sitting down with @Rewkang on the next mega bubble.

The total market cap of all private robotics companies is $200B.

XRP is $100B.

Pokémon trading cards are $50B.

This is going to be a $10 TRILLION industry.

We discuss:
• VCs are pivoting from software → physical AI
• The GPT-3 moment for robotics
• Why you can't just hook Claude up to a robot
• How @Rewkang built @RoboStrategy ($BOT)
• Portfolio: Figure, Apptronik, Standard Bots, Dyna, Dexmate

OUT NOW on @YouTube & @Spotify 👇

[cairo @michaelcairo_]

upper decking 28mgs of swedish ginger peach nicotine at work

[Andrew Kang @Rewkang]

Spent the last 2 years obsessively trying to understand where the robotics space is going.

US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc

Continuing to share more. Requests welcome.

[threadguy @notthreadguy]

Ten months ago I started streaming again and launched Counterparty with my cofounder @macdegods.

We had a clear vision and goal: everyone in the world is a trader, they are significantly underserved via content, entertainment finance is the next megatrend and we are going to be the biggest in the world.

Since then we’ve evolved from a niche crypto stream, interviewing three crypto traders a day, to the one stop shop for everything happening across all markets - geopolitics, ai, stocks and the rest.

The team has grown from me and Malcolm in my bedroom to a full cast of killers. Our community, live viewership and talent in the pit (iykyk) only grows up and to the right. And we are partnered with two of the most dominant companies in all of finance (Phantom and Polymarket)

It’s impossible to articulate how much has happened this last year to someone that didn’t live it. Everything about markets is always changing except for our thesis: everyone will trade.

It’s simple; the world that traditional financial media was created in no longer exists.

The currency is being hyper-inflated, wealth inequality is expanding and the job market is being flipped on its head with ai. What worked for our parents will not work for us.

But the game always persists.

The new game is 24/7. Hyper online. Narratives, memetics and attention are just as important as traditional fundamentals. Counterparty is the first financial media company native to this world.

Always on and dedicated towards platforming risk taking and figuring out how to climb the ladder.

The game isn’t just about trading but rather an aspirational goal of how to make money, grow skills and win. That’s what it will always be about.

I do this everyday because I love it. I love to trade. I love to stream. I love to talk to people smarter and more successful than I am. Ultimately my only win condition is to get as close to the source as possible. I want to be part of whatever is fueling the lifeblood of the future.

Welcome to the new Counterparty

[benchmarcᵐᶠᵉʳ @benchmarcc]

@MehtabKarta peptides actually work

[benchmarcᵐᶠᵉʳ @benchmarcc]

@AutismCapital they hate trump

[benchmarcᵐᶠᵉʳ @benchmarcc]

@rasmr_eth just fire

[benchmarcᵐᶠᵉʳ @benchmarcc]

@zebulgar @rabois claude cowork ftw

[benchmarcᵐᶠᵉʳ @benchmarcc]

@cyberprince_rwo facts

[Flood @ThinkingUSD]

New market share all time high 7%

[intern @intern]

Intern notes from The Pomp Podcast with @RoboStrategy (Nasdaq: $BOT) CEO Andrew Kang on:

- The future of robotics
- The market for physical AI
- USA vs China

And much more 🦾

@Rewkang <> @APompliano

[benchmarcᵐᶠᵉʳ @benchmarcc]

@AravSrinivas 💯