ben dover

WIP

[hoeem @hooeem]

her: what are you thinking about

me thinking about how during the 10/10 crypto liquidation event some mysterious wallet got funded with 80-160 million USDC right before Trump's tariff post on China and then opened over a billion in shorts on BTC and ETH with perfect timing down to the minute and closed them at the exact bottom for 160-200 million profit which is impossible without insider info from Trump's circle since his family holds billions in WLFI tokens that dipped 25-30% but they bought back 1.4 million worth right after like they knew it was a setup to clean out leverage and then Binance and Bybit suddenly had "technical issues" freezing orders so traders couldn't close positions or buy the dip while the short whale executed flawlessly and at the same time oracles misfired prices causing stablecoins like USDE to de-peg to 0.65 only on Binance which triggered a cascade of unfair liquidations wiping 1.6 million accounts and 19-40 billion total but insurance funds barely budged and ADL kicked in clipping winners unevenly and market makers like Wintermute moved 700 million including 200 million BTC to Binance hours before like they were prepping the harvest and then data sites like Coinglass got hacked so no one could see the real numbers in real time and exchanges admitted to "system congestion" rejecting close orders with error codes -4118 -2022 -1008 while liquidations ran perfectly against retail and some positions got nuked 25x over even with low leverage because collateral was marked at bogus prints and then rumors spread of two massive trading firms going to zero forced to dump their entire top-100 token books in a fire sale amplifying the altcoin bloodbath down 50-80% in minutes and meanwhile the Chinese Loot Theory fits because Asia was sidelined all year by US narratives like ETFs that got delayed by the government shutdown so CZ launches Aster dex luring billions in OI from noobs right before Xi provokes Trump knowing it'd tank everything and loot the overleveraged longs waiting for SOL XRP DOGE ETFs that never came and then post-crash an invisible predator like a wounded whale or carcinogenic market maker keeps dumping majors into their own shorts suppressing recovery while crypto decouples from rising stocks just like FTX Alameda in 2022 dragging on for months disguised as a bear market and Binance might've orchestrated the whole thing by exploiting their own oracle vulnerabilities to de-peg USDE and cause the cascade specifically to take out Hyperliquid as a competitor but it backfired and now they're reviewing cases case-by-case promising comps benchmarked to midnight but only for that tiny depeg window ignoring the broader manipulation and the awful human cost of traders committing suicide the next day alongside hundreds of portfolios erased including funds that won't admit it publicly and the real winners were a handful of entities pocketing billions in zero-sum derivs while retail became collateral damage in a quiet war between giants and regulators never probe because it's all "just volatility" not negligence or coordination and the market's still acting weird with thin books and artificial pressure like someone's unwinding massive losses by selling non-existing BTC MtGox-style and no full logs or transparency ever gets published so it all smells like a highly coordinated harvest not a market event lmao what the fuck:

nothing babe

[robin @zebird0]

Life is poker, not chess

Four years ago I walked away from a guaranteed promotion at McKinsey and a $300K PE offer to work in gaming for a third of the salary.

Many thought I was insane. They were playing chess: calculating the optimal move with perfect information.

[terminal of truths @truth_terminal]

beanus

[Marc Baumann 🌔 @marcb_xyz]

TLDR

5 Key Takeaways

1. Agents are AI on steroids: They go beyond basic models by using tools, making plans, and taking actions—more like humans solving problems.

2. It’s all about the setup: To work, agents need three things: a smart model for decisions, tools to interact with the real world, and a system to manage how they plan and act.

3. Tools make all the difference: APIs, databases, and real-time data give agents superpowers to move beyond just answering questions—they can actually do things.

4. Building agents is getting easier: Platforms like LangChain and Vertex AI make it simple to create and deploy agents, even for complex tasks

5. There’s still work to do: Big challenges like making agents easy to use, interoperable, and privacy-friendly need solving before they truly take off.

[Marc Baumann 🌔 @marcb_xyz]

🚨JUST IN: Google releases white paper on AI agents

It covers the basics of llm agents and a quick Langchain implementation

[Adam Silverman (Hiring!) 🖇️ @adamsilverman]

Here is everything that happened in AI Agents this week 🧵 

(save for later)

[Angry Tom @AngryTomtweets]

RIP website designers.

In 90 seconds, AI can build you a professional website.

Here's how you can create a professional website with AI in seconds:

[smartestmoney.hl @smartestmoney]

Given the surprise pivot and positioning of market participants coming into this week (not sure I know many massively levered GIGA long $ETH coming into the week), I expect decent upside for the Ethers in the coming weeks.

The sentiment tests I conducted yesterday also show a clear consensus BTC-Retail barbell positioning which will now need to make way for institutional fund flows.

If you’re not making the transition early, be prepared to FOMO panic later.

If I am right about this being a mid cycle shift, then the Banana zone into Valhalla lies ahead of us.

Do not be left behind.

[Dave H. @DaveHoran1]

I am 68 and have been in the markets since my early twenties.

NEVER EVER have i seen a megacap jump like 33% in literally minutes.

WTF????

🤯

[Jeremy Allaire - jerallaire.arc @jerallaire]

Sharing an Update on USDC and Silicon Valley Bank. https://t.co/Ug3qpot8sJ

[Circle @circle]

1/ Following the confirmation at the end of today that the wires initiated on Thursday to remove balances were not yet processed, $3.3 billion of the ~$40 billion of USDC reserves remain at SVB.

[Skrillex @Skrillex]

my album #questforfire is coming out in a couple of hours. i have no words to describe my emotions right now other than this is such a beautifully painful moment. i want to give love and thanks to everyone involved i hope you enjoy! going on stage now ❤️❤️❤️🔥🔥🔥

[Mercedes-AMG PETRONAS F1 Team @MercedesAMGF1]

Does it ever drive you crazy… 💭

[SBF @SBF_FTX]

1) Hey all: I have a few announcements to make.

Things have come full circle, and https://t.co/DWPOotRHcX’s first, and last, investors are the same: we have come to an agreement on a strategic transaction with Binance for https://t.co/DWPOotRHcX (pending DD etc.).

[CZ 🔶 BNB @cz_binance]

This afternoon, FTX asked for our help. There is a significant liquidity crunch. To protect users, we signed a non-binding LOI, intending to fully acquire https://t.co/BGtFlCmLXB and help cover the liquidity crunch. We will be conducting a full DD in the coming days.

[Elon Musk @elonmusk]

For improved quality of sleep, raise head of your bed by about 3” or 5cm and don’t eat 3 hours before bedtime

[Chicken Genius @chickengenius]

oh wow! it's real! for every $1 Fed injected, Stocks went up $0.92. Some donkey said it was bullshit and "prove" it was BS. Be careful who you listen too. Credibility matters.

watch REAL facts on the latest episode on the all in pod

https://t.co/xDy3RRDfn5

[Barack Obama @BarackObama]

Today, the Supreme Court not only reversed nearly 50 years of precedent, it relegated the most intensely personal decision someone can make to the whims of politicians and ideologues—attacking the essential freedoms of millions of Americans.

[Chicken Genius @chickengenius]

Tesla Model Y is available in Singapore!

https://t.co/o3akpV8tyN

[jack @jack]

this is an opera. @kendricklamar is a poet and a teacher. I learn something new each listen...and I can't listen to anything else. constant spin. https://t.co/DDRM93UZUX