1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer.
What is ADL? How does it work? And why does it exist?
0/ Say hello to @ethereumhouseSF
A local hub for Ethereum builders, researchers, founders and investors in San Francisco’s @frontiertower. We’re excited to be supporting the Ethereum House with grant funding and collaboration from EF team members.
These guys don't understand each other.
Elon Musk is too guileless. He says exactly what he thinks is true with little regard for how others will react. He alienates allies by airing disputes in public instead of settling them behind closed doors.
Because he is a sperg engineer who leads companies of sperg engineers, and to do this, you must be 100% truthful and transparent.
Donald Trump is too guileful. He says exactly what will advance his plans with little regard for telling people what he actually thinks. He alienates allies by expecting their unconditional support without sharing any aspect of his strategic plans with them.
Because he is a New York real estate developer, who thrives on winning negotiations and gaining advantage from unshared knowledge, and to do this, you must be 100% calculating and opaque.
Here's what happened.
Musk worked super hard, and took great personal risks, to get a head start on balancing the federal budget. He correctly believes that federal spending is an existential risk to the nation.
Trump regards those savings as a political asset.
And, since he lacks leverage in congress, he took them and traded them for other things he wanted, apparently dealing with border control, the courts, etc... problems which he correctly believes are an existential threat to the nation.
He may have concrete plans for balancing the federal budget in the future, but, frustratingly, he won't tell his own team what they are.
Trump could have squared this in advance with Musk, in private, but he appears to either have assumed his loyalty (treating an ally like a subordinate), or been unable to persuade him.
Likewise, Musk could have raised his complaints in private, but either he was too upset to try, or was not able to reach an agreement when he did.
Trump doesn't understand how to deal with spergs. You have to tell them the truth, not expect them to read subtext. They refuse to read subtext. They want to be spoken to honestly.
Musk doesn't understand how to deal with Machiavellians. They think of language as a power tool, and think of those who insist on truth as naive.
Both men are used to being in charge, and are used to dealing with subordinates, who must cater to their preferred style of communicating.
They are both therefore uniquely unsuited to having both the patience and the capability to speak the other's language.
The truth is that both the federal budget and the federal bureaucracy are existential threats to America. Maximum priority.
Trump's concerns about the "art of the possible" are probably valid, but Musk's sense of urgency should not be dismissed lightly.
It is churlish to leverage the superior strengths and talents of people on the autism spectrum while making zero allowances for their unique needs.
That said, spergs can be frustratingly dogmatic, even when they aren't the richest and most successful man in the world.
A few other things to notice:
The democrats have said nothing. That's because there are no democrats. They have no independent intellectuals, only paid schills.
A response will not be forthcoming until the wholly organic grassroots PR committees have met, and the wholly grassroots talking heads have been cut a wholly organic grassroots check.
There's also a strong case to be made for Team Nothing Ever Happens. Remember that Musk will sometimes shut up when he calms down, and Trump has no problem calling someone the Antichrist one day and working with him the next.
Heavily inspired by @gradypb, @sonyatweetybird and @Konstantine in the opening framework of Sequoia Capital's AI Ascent 2025. Key takeaways👇
1. WHY IMPORTANT / WHY NOW
🔹10x bigger market
AI is attacking both the software and the services profit pools from day one, giving it a total addressable market far greater than the entire cloud transition ever faced.
🔹All the rails are ready
Compute, network capacity, data, distribution channels and talent have matured together; social-media platforms with over 1 billion MAUs can spread new AI products at virtually zero friction for mass adoption.
2. WHAT’S HAPPENING
🔹Usage is moving from curiosity to habit
ChatGPT’s DAU/MAU is now approaching Reddit’s, showing that people are beginning to rely on AI rather than just experiment with it. Meanwhile, voice generation is crossing the “uncanny valley” toward a Her-like experience.
🔹Coding has “screaming-level” PMF
Tools such as Claude 3.5 Sonnet slash development time, cost and learning curves for veterans and newcomers alike.
3. WHAT'S NEXT
🔹Enduring value will still accrue in the application layer
In every platform shift—desktop, web, cloud—the $1 B-revenue winners emerged here; Sequoia expects the same pattern in the AI era.
🔹Moat playbook for app founders in a foundation-model world
- Work backward from genuine customer pain, not forward from cool tech.
- Own a specific vertical or job function—go deep, not broad.
- Keep humans in the loop for complex or ethical tasks; AI is a partner, not a replacement.
- Create a proprietary data flywheel from your own product usage to reinforce the model over time.
- Speak the industry’s language and earn durable trust.
🔹What investors ask first
- Real retention beats “vibe revenue”;
- Margins should expand as token-level compute costs keep falling;
- A data flywheel must demonstrably move core KPIs.
🔹Beyond the Horizon: The Agent Economy
Lone agents → swarms → a full economic layer where they exchange resources & reputation under persistent identities, seamless communication protocols and strong security. This could give individuals unprecedented leverage—one-person unicorns are no longer a joke—but it also requires a new management mindset that can handle stochastic outputs and coordinate AI teams.
"Nature hates a vacuum—run like heck." Now is the time to sprint, capture the open spaces and build the next generation of AI-native businesses.
Full talk ➡️ https://t.co/mxI7l7U7rW
#AIAscent #AgentEconomy #AI
🦅☝️Let’s supercharge DeFi together!
WLFI is co-sponsoring with @BUILDonBsc_AI, @PancakeSwap & @four_meme_ for the USD1 x BNB Chain Liquidity Drive.
🤑 Up to $1M in rewards, a 4-week trading campaign, and exclusive support for the top trading pools & meme projects. Also supported by @BNBCHAIN, @Aster_DEX & @lista_dao.
Get ready to make waves:
https://t.co/qL47AxAkSm
One of the most anticipated voices at 'The Scaling DeAI Summit @ TOKEN2049 Dubai', Emad Mostaque @EMostaque, founder of @ii_posts, delivered a keynote that struck a powerful balance between urgency and optimism.
He painted a bold vision for open-source, decentralized AI ecosystems—warning against the consolidation of power in closed systems while championing transparency, collaboration, and distributed compute.
In his keynote, Emad called for an AI future that prioritizes human alignment, global participation, and access equity—foundations for building systems that benefit all, not just a few.
🔥 His fireside chat with Dr. Maria Papadaki later in the day deepened this dialogue, tackling how decentralized governance, ethics, and resilience can work together to safeguard an autonomous AI future.
We're truly appreciative of Emad’s presence and his contributions across both sessions—delivering not just provocative ideas, but also actionable visions that energize the movement toward a more equitable AI future.
🧠 Also grateful to @CoethCo for capturing the essence of Emad’s philosophy and journey in an insightful on-site interview—adding another layer of perspective to an already powerful appearance.
📸 A monumental voice in the AI revolution, sparking big questions—and even bigger momentum.
#TheScaling2025Dubai #Token2049 #DeAI #Web3 #AI
Heard you’re all coming to Dubai!
I’ve been living in Dubai for more than 3 years, so I’d like to share some tips with my Web3 friends. Hope this helps!
This thread shares essential Dubai tips—from the must‑have app, best neighborhoods to stay in, unforgettable desert resorts, nice restaurants, local Web3 contacts, a karaoke spot, a lawyer, to government connection points. Feel free to share and add your own suggestions!
First, download @careem
This is one of the most useful apps in Dubai and covers:
-Ride-hailing 🚕
-Food delivery
-Various daily services
Hotel Recommendations:
Dubai has two main commercial hubs—Downtown and Marina. Staying in a hotel within these areas will be more convenient.
If you’ve got some time and want a unique experience I highly recommend staying at a desert resort. Seeing wildlife in the desert is an unforgettable experience.
Here are two resorts:
1 Anantara Sir Bani Yas Island Al Sahel Villa Resort
2 The Ritz-Carlton Ras Al Khaimah, Al Wadi Desert
Nice Restaurants:
Shoo Loong Kan Hot Pot (Sichuan hot pot)
Samad Al Iraqi Restaurant (Middle Eastern classics)
NAMMOS (Seafood with Mediterranean vibes)
3 Fils (Japanese‑inspired Asian dishes)
Long Teng Seafood Restaurant (High‑end dim sum)
Madinet Jumerah Hotel
Summer Salt Beach Club(beautiful sunset)
Web3 Community Shoutout
Based in Dubai—OGs / Founders / Smart Money (hit them up for a coffee chat) :@sandeepnailwal@ag_dwf@ryanfang95@hotpot_dao@ashwinrz@hedgedhog7@loomdart@aniket_jindal08@AraBalaghi
LA’s hottest event this week - don’t sleep on it!
Massive love to JEN HOUSE and my girl @dejenetic for creating something this bold and culture-forward. Let’s gooo
This is not just an event - it’s a movement.
#JenHouse#LAevents#CryptoCulture#IRLmagic
We’re beyond thrilled to co-host this one-week IRL experience in Beverly Hills with @moonshot — fusing meme coins, culture shifts, digital innovation, and celebrity culture all under one roof.
Huge thanks to our partners @CocaCola@JupiterExchange@vitaminwater@GM and many more.
JEN HOUSE is built on the belief that we are shifting from an era of infrastructure building to a time of social breakthroughs, and we’re here to bridge blockchain with the mainstream in a way that feels natural and inevitable.
100+ top creators, builders, and visionaries are flying in from around the world to be part of this moment.
Can’t wait to see everyone tomorrow 😊
Totally agree! That dynamic of low social distance but high geographic distance is showing up more and more. Makes me think we might need governance models based more on cultural proximity than physical location, maybe something more fluid and trust-based.
Would love to jam more on this sometime!
Thanks to #OKX for the invite – I had an awesome time at the F1 event, experiencing a real-life "Fast & Furious" vibe. Huge congrats to McLaren for clinching first and second place!
It was great connecting with some of the coolest KOLs and content creators on X. Can't wait to see more epic events from OKX!
@okx@Mercy_okx
Congratulations Tomasz @tkstanczak ! I’ve always admired how you combine deep technical passion with strategic vision and real-world business acumen, all while remaining remarkably humble and open-minded.
Your innovative spirit - from pioneering robotics and AI agent research at Nethermind to the exceptional ChaosChain experiment - continues to push the boundaries of blockchain. Congrats on your next breakthrough chapter!
I was asked and accepted to be a co-Executive Director (alongside Hsiao Wei) of Ethereum Foundation. Officially starting around 17th of March (pending paperwork).
Please reach out via Telegram to @tkstanczak if you think we should talk / prefer async but a call also works https://t.co/6JcsFSusQH
Looking forward to making Ethereum stronger than ever and supporting you all to succeed.
Science of the Week: Telomeres Finale – From Breakthroughs to the Future
Unlocking the secrets of longevity: What’s real, what’s hype, and what’s next? Let’s wrap it up!
Looking Ahead: Challenges & Future Directions
Safety
▶️While extending telomeres is promising, we must carefully monitor for risks like cancer. Future research should focus on precise control of telomere extension.
Personalized Medicine
▶️Combining big data and precision sequencing could one day allow us to tailor anti-aging treatments based on individual telomere profiles.
Interdisciplinary Collaboration:
▶️Cross-talk between biology, gene editing, nutrition, and data science will help turn these discoveries into real-world therapies.
#ScienceOfTheWeek #Telomeres #Biotech #AntiAging #Longevity #DeSci #RegenerativeMedicine