My sleep schedule as a semis trader living in the Bay:
5:30am: Jolted awake for the 8:30 ET economic data print like my apartment is on fire.
6:30am: Trade the NY open in the dark, haven’t blinked yet
9:00am: Collapse face-first & take a 1-2 hour “power nap”
11:00am: resurrect like zombie, unsure what day or year it is.
12:00pm: Start to rebalance and put hedges on, trade the close, eat my first meal standing up
2:00pm: Rip the rarri down 280 to remember the sun exists
4:55pm: Back at the desk, hydrating like an Olympic athlete, doped up like a Russian one
5:00pm: Watch the Tokyo open. Get fucking murdered trading a 500 year old textile mill pivoting to make glass fibers for PCBs.
6:00pm: Taipei open. TSMC does not care that I’m tired. Trading the spread between PCBs, Glass Fiber.
10:30pm: Stay up just to confirm Korean is doing something biblically retarded, then sleep in two installments like a Victorian peasant
I probably cut like 3 years off my lifespan doing this.
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@zoomerfied It relates to AudiA6 one of the top the @kucoincom users (operated hundreds of accounts there) who ran a centralized mixing services for cybercriminals.
Capstone, the company that financed ‘OBSESSION’, is estimated to make $45M - $50M from the film after its success.
They will share this with the creative team, including director Curry Barker.
(Source: https://t.co/kLgFoVidDM)
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
[ ZOOMER ]
MYTHOS TO BE RELEASED TODAY, NAMED AS CLAUDE FABLE - HAS SAFEGUARDS AGAINST CYBERSECURITY OR BIOWEAPON CONSTRUCTION MISUSE, WILL BE TWICE AS EXPENSIVE AS OPUS - POLYMARKET ODDS OF A RELEASE TODAY AT 63%: THE INFORMATION
>be Leopold Aschenbrenner, 23
> write 165-page "Situational Awareness" essay
>everyone calls me a doomer LARPer
> "just feel the AGI bro"
> start a hedge fund, name it after my own essay
> YOLO it all into AI and semis
> fund hits ~$20B, up ~270% through May
> 20% is just Anthropic
> now managing more money than Pershing Square, Third Point, half the legends
> didn't feel the AGI
> felt the AUM
Leopold went from small fund manager to large asset manager in like two years lmaooo.
All of this is really not only because he was right but because he was right and highly concentrated in just a few names. You can’t 10x or even 2-3x a fund without just high concentration in like a few names.
[ ZOOMER ]
LEOPOLD ASCHBRENNER'S SITUATIONAL AWARENESS ASSETS JUMP TO $20B, FUND GAINED ~270% THIS YEAR, ANTHROPIC EQUITY IS NOW 20% OF FUND ASSETS, JANE STREET IS AN INVESTOR IN THE FUND: WSJ
When the price goes down, the shit floats.
There's a lot of it.
When the price goes up, the dreams float.
There's a lot of those too.
Crypto is a raw, organic beast at its core, so it's no surprise it takes a billion scams to produce one Hyperliquid / Polymarket / Courtyard.
Blockchains face higher risk than ever as AI grows its powers, but they can also be the solution for containing those powers. You need a strong enough cage to hold a real, growing artificial animal.
BTC carries an annoying Saylor on its back, but it'll still shine as the alternative to rising Chinese gold and the falling American Dollar.
What this industry needs is sticky apps that strip the unfair advantage from tradfi middlemen, an edge that can only exist on-chain. And we need to praise, fund, and back the people building them.