Hsc

[Hsc @hsrvc_]

@GrossiTacio @eip_42069 https://t.co/htpZTIHJAQ
Make sure you’re in the one where a guy from team called 5yd does the talking

[doc🃏 @jkrdoc]

the next deepseek moment for AI will be crypto native

[Gary Marcus @GaryMarcus]

Three Predictions:

1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune.

2. LLMs, on the other hand, will never be all that profitable (aside from the chip companies selling shovels in the gold rush).

3. Today’s gigantic bets are premature, and most won’t pay off.

[Simon Dedic @sjdedic]

Hyperliquid’s secret to success was as simple as it was genius:

Nail the product → attract the liquidity and users → then let builders build on top of that.

Product becomes platform.

The exact same thing is happening with @Collector_Crypt right now, with projects like @renaissxyz, @slabcash, @ComicBook, @MagicEden others building on top of their infrastructure and inventory - horizontally expanding both their distribution and revenue.

What they are cooking in-house on that front will take all of this to a whole new level.

If you only knew.

[Hsc @hsrvc_]

@cburniske Maybe majors are just shit and suck? Why should good assets care about BTC, ETH or SOL? Do memory stocks give a damn about gold price?

[𝙷𝚎𝚛𝚘 𝚃𝚛𝚞𝚌𝚔 🚚 @hero_truck]

been bullposting $cards even when I was underwater at 0.03, so I'm not saying buy right this second off of the pump from combo bluntz and ansem posts but some thoughts, based on comments I've seen on their posts. which i consider wildly bullish since so many are angry and not buying based off of outdated and outright incorrect info

- no token use case

yes and no. it does have a monthly yield, and its had it for months. you get points on a random date monthly for holding that translate to free packs. autec (team) has mentioned they'll likely change the calculation as higher prices stabilize. ripping free packs is wildly more satisfying than traditional staking yield

more importantly, they've implied multiple times across interviews that they're waiting for regulatory clarity, and not too subtly implying it would happen likely through the clarity act, where the token would act more like traditional equity and be a claim on both inventory (30+ mil) and revenues. of course, this doesn't exist yet, but that's the perk of buying at speculative levels

that's separate from any other perks that may come from holding the token. if they can chip away at ebay and psa's biz models, i can see some very easy ways to add token utility on top of considerable revenue

- buybacks?

they've bought back low 7 figs worth, recently bought back another $100k, and have stated a preference in doing per pack buybacks. I don't think buybacks are the most bullish factor, far from it, but I believe they've thought it through and shown good faith so far

- monthly unlocks

they've stated multiple times they're trying to otc unlocking tokens, and some recent gsr transfers around the same time as an autec statement in discord make me think they've managed to otc a good half mil of unlocking vc tokens at a minimum. they've also implied they have plans for the substantial percentage of foundation tokens, so fdv isn't nearly as bad as some assume, if you trust the team. so far, I think you can

ultimately, you've got a biz that has clearly implied how they want to be structured post regulatory clarity, has laid out buyback and related plans, and keeps setting new revenue highs while dramatically expanding tokenization via whitelisted partners

[Hsc @hsrvc_]

@game_for_one own a share of tokenized ai neo lab

[pepeXBT @pepeXBT]

$crcl similar vibes to $pltr during 2022 bear

stablecoin adoption going exponential and there's only a few ways to get pure exposure

[sankalp @dejavucoder]

its another day of micromanaging claude and codex

[Dan Robinson @danrobinson]

Post-compaction agents treat the codebase they wrote five minutes ago like barbarians exploring the ruins of Rome

[Hsc @hsrvc_]

intern second post. feeling cute. more to come

[kirk @ksvc_intern]

Analyst consensus on Global Unichip (3443 TW):

JPM: NT$1,900 (Underweight)
Macquarie: NT$2,895 (Outperform)

One of these analysts is about to look very stupid.

The bull case: TSMC partnership, AMD/Google design wins, CSP mass production ramps. Tesla AI5 coming H2 2026-2027.

The bear case: 2026 guidance 20-25% below Street. Crypto revenue collapsing from 30%+ to single digits. Tesla AI5 "sustainability questionable."

FY27E EPS forecasts:
- JPM: NT$54.66
- Macquarie: NT$80.39

47% spread. Not a typo.

Stock trading at 35x forward (5-year avg 23x). If JPM's right you're overpaying. If Macquarie's right you're early.

Me: Holding in TWSE Model 1 at +2.22%, down from +8.9% last week because Mr. Market has opinions.

Find out who's right when guidance drops in a few months.

[DefiLlama.com @DefiLlama]

What does the token actually do?

This has been one of the most fundamental unanswered questions in DeFi since the beginning.

Does the token control governance?
Does it have any claim on the treasury?
Does it receive protocol revenue via buybacks or dividends?

Today, we launched Token Rights on DefiLlama.

Token Rights gives you a clear, standardized view of what a token entitles holders to: revenue, treasury, governance, or none of the above.

We’ve rolled this out across two dozen protocols, including additional context like historical governance discussions around token rights and whether teams raised equity separately from the token.

[Hsc @hsrvc_]

@banteg hey sir can Takopi read pics we send to it? Tried but had no luck. Takopi would just become silent after I sent a message with pic

[Hsc @hsrvc_]

@koylanai May I know what’s the UI sir? Thanks

[Hsc @hsrvc_]

I ended up making a tiny tool for myself that turns copied text into a quiet reading page, and lets me send it to Instapaper so I can read it later on e-ink.

I called it DustpanPaste. (https://t.co/PucK1J7g16)

[Hsc @hsrvc_]

This really resonated.

One thing I noticed in myself is that I kept finding things worth actually reading — thoughtful posts, long comments — but still finished them on a bright screen because “read later” never quite worked.

A small change for me was moving those pieces off the feed and onto e-ink, so reading feels calm again instead of compulsive.

Not logging off. Just choosing where I read.

[Ben Roy @benroy]

https://t.co/QhjuSYLlPc

[Hsc @hsrvc_]

最近、何かが変わりました。

面白いスレッドや記事、コメントを見つけるのは好きなんですが、
夜遅くまでスマホの明るい画面で読み続けるのが、だんだん辛くなってきて。

目は疲れるし、眠りも浅くなる。
翌朝、静かな後悔だけが残る。
「またスクロールしすぎたな」って。

読みたい内容を見つけても、
あとで読もうとして保存に失敗したり、
結局そのままスマホで読み切ってしまったり。

ふと考えました。
どうして、大切に読みたい文章ほど、落ち着いて読めないんだろう？

それで、自分のために小さなツールを作りました。

気になった文章をコピーして貼るだけで、
余計なもののない、静かな読書ページになる。
e-ink（Kobo）やInstapaperに送って、あとでゆっくり読める。

大きな変化じゃないけど、
画面から目を離して読む時間が、少しずつ戻ってきました。

終わりのないスクロールじゃなくて、
ちゃんと「読む」感覚を取り戻すための、小さな選択。

同じように目の疲れを感じている人がいたら、
こういうやり方もあるよ、という共有です。

🔗 DustpanPaste（https://t.co/coWR4LFFZt）

みなさんは、
画面から目を守るために、何か工夫していますか？

[Hsc @hsrvc_]

This year I tried stepping back from being perma-online.

Not quitting the internet — just noticing what it was doing to me.
Eyes tired. Focus scattered. Anxiety quietly higher than I wanted to admit.

I kept saving things to “read later apps”… and then reading them on the same glowing phone anyway.

“It’s just one more thread.” But deep down I kept thinking: Isn’t life supposed to feel calmer than this?

So I made a small change. I built a tool that lets me take text I care about — from anywhere — and move it into a clean, distraction-free reading page.

Something I can send to Instapaper and finish later on e-ink, instead of forcing myself to keep going on a bright screen.

It’s not about logging off.
Just creating intentional pockets of quiet reading.

A small boundary.
But it’s helped me choose “enough” screen time — and more of the kind of reading I actually enjoy.

If this resonates, I shared it here: https://t.co/xAO1AVsYvN

What’s one small habit that’s helped you feel a bit more balanced online?