Sim

[Sim @bigsimzz]

@trq212 How does one select the 1M context for Opus 4.6 on Claude Code Desktop?

[Furkan Gözükara @FurkanGozukara]

This is exactly how Trump will announce ending Iran war very soon let that sink in 😭🤣😂

[Sim @bigsimzz]

@jukan05 What would you buy if you had the cash?

[Sim @bigsimzz]

@SplitCapital Trillions

[LuxAlgo @LuxAlgo]

TRUMP: The US is in a trade war with China.

Me, fighting on the front lines:

[jez (equity perps era) @izebel_eth]

a timelapse of crypto / ct

[Cobie @cobie]

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021.

Good reminder to myself to own things that I am actually bullish on, and not things I am trying to shift on momentum. Some charts look like they’ll never recover, whereas some things look buyable for the first time in a while.

When everyone is making hilarious amounts of money I am always tempted to start using leverage again. It is almost impossible to fight the feeling that you’re not making enough, or everyone else is outpacing you. Good reminder that fighting that feeling and avoid the wipeouts is worth it in the end.

Check on your friends, likely a bad day for many.

Personally, am concentrating my bags into the things I am happy to own for the next few years, and shedding the fat. Realised I own some assets based on not wanting to miss out, rather than on some actual thesis. Days like today are much easier for me if I think my bags will bounce back, and much worse if I’m losing money owning things I don’t even believe in.

Don’t let a leverage blowup dictate your long-term views. The future is bright, good things to come, patience is rewarded.

嵐の後

[More Jesterly The Giver @lazyvillager1]

Detail the math further below

https://t.co/ou8dLr2TXP

[sophie @netcapgirl]

“mom how did we get so rich?”

“grandma took lots of tylenol to make sure your dad would grow up to be an ai researcher”

[Charles Guillemet @P3b7_]

🚨 There’s a large-scale supply chain attack in progress: the NPM account of a reputable developer has been compromised. The affected packages have already been downloaded over 1 billion times, meaning the entire JavaScript ecosystem may be at risk.

The malicious payload works by silently swapping crypto addresses on the fly to steal funds.

If you use a hardware wallet, pay attention to every transaction before signing and you're safe.

If you don’t use a hardware wallet, refrain from making any on-chain transactions for now.

It’s still unclear whether the attacker is also stealing seeds from software wallets directly at this stage.

Excellent report here: https://t.co/5CtiZJHYsN

[Citrini @citrini]

https://t.co/bJoATtbbX4

[MONK @defi_monk]

This is why we need to create low latency, low cost, onchain order books for tokenized equities.

If you want price discovery for equities to eventually move onchain during off hours you will need to give traditional market makers a familiar toolset.

Asking them to go from their typical CEX performance standards and APIs and move their business to some kind of a sloppy onchain DEX is like asking them to switch from using a modern supercomputer to using a PC from the 90s to make money.

Aka all of their models will break. They can’t possibly underwrite that business.

As Rob explains, all tokenized equities iterations today will be virtually unusable in DeFi.

I believe this is is the frontier and it’s incredibly bullish to start work on this problem now but this is why all the infrastructure talk matters, even if it doesnt matter for the average onchain retail participant today.

[Cobie @cobie]

Iran just lost a huge chunk of their nuclear arsenal

Here are 3 ways they could raise money to rebuild:

->

1. Builder codes on Hyperliquid.

92 million people in Iran are cut off from the western financial system.

But Hyperliquid fixes that.

A state-owned Hyperliquid front-end would give Iranian citizens access to USD-denominated financial products *and* earn a fee on economic activity generated.

2. An HIP-3 market on Hyperliquid.

With 10% of the world's oil reserve, Iran is a leader in hydrocarbons & perfectly positioned to launch the first perpetual futures market for crude oil on Hyperliquid.

As deployer, Iran could earn 50% of all trading fees on potentially billions of dollars in volume from traders on Hyperliquid.

3. An HIP-1 spot deployment on Hyperliquid.

We've seen a few attempts at countries launching official memecoins (Argentina, Central African Republic) but none have been very serious.

An Iran memecoin that drives value back to token holders & attempts to create something lasting would print cash, coupled with Hyperliquid's nascent spot deployer fee-sharing model.

[James Surowiecki @JamesSurowiecki]

This is truly amazing. The Deputy White House Press Secretary is claiming that I'm wrong, and that the "tariff rates" on Trump's chart were calculated by "literally" measuring every country's tariffs and non-tariff trade barriers.

To prove it, he screenshots the formula the USTR says was used to calculate the reciprocal tariffs we imposed on other countries. And when you back out the Greek symbols, what is that formula? Trade deficit/imports - exactly what I said it was.

I don't know if the Deputy Press Secretary was misinformed, or is just being misleading. Either way, the Trump administration did not "literally calculate tariff and non tariff barriers" to determine the tariff rates it's imposing on other countries. As I said, it divided our trade deficit with a country by our imports with that country, and then multiplied by 0.5 (because Trump was being "lenient").

Oh, and if our trade deficit/imports with a country is less than 10%, or we have a trade surplus with a country, Trump slapped a flat 10% tariff on that country.

[thiccy @thiccyth0t]

crypto market wizards

a text transcript of my interview with Jordi Alexander of Selini Capital

an insight into the mind of one of the best crypto traders in the the world

[Citrini @citrini]

schrodinger’s soft landing is no more

welcome to the macroeconomic ouroboros

[db 🖤 @dbcxptures]

What’s the science behind seeing something like this and your brain telling you jump?

[Ashley ❤️‍🔥 @THE13MANUSCRIPT]

I’m deceased #SuperBowlLIX

[Robert Sterling @RobertMSterling]

You said we were both getting rings tonight!