Oppy 🦾🫶

Full Time Observer. Occasionally make opinionated comments about market.

[Killa @KillaXBT]

Absolutely f*cking textbook.

MMs & algos front ran everyone's bids in the 47–58K range.

Just another classic market psyop... bitcoin:native

[Oppy 🦾🫶 @hz2ll6]

/btw

[Boris Cherny @bcherny]

btw

[Oppy 🦾🫶 @hz2ll6]

Very interesting

[Amy Tam @amytam01]

https://t.co/b9f99xbcMx

[Oppy 🦾🫶 @hz2ll6]

Algod has come back coz the industry needs it

[Oppy 🦾🫶 @hz2ll6]

@QwQiao Elon time is limited by hw. If it’s pure software, Elon time could more accurate.

[Oppy 🦾🫶 @hz2ll6]

This is actually quite funny. Good work @claudeai

[Oppy 🦾🫶 @hz2ll6]

@QwQiao There’s a segment where smaller strong companies become stronger. The reasons msft is strong coz its clients are mostly weak

[Oppy 🦾🫶 @hz2ll6]

@QwQiao Lessons here

[Oppy 🦾🫶 @hz2ll6]

You have been warned, again.

[Peter Schiff @PeterSchiff]

King dollar’s reign is coming to an end. Gold will take the throne as the primary central bank reserve asset. That means the U.S. dollar will crash against other fiat currencies, and America’s free ride on the global gravy train will end. Prepare for a historic economic collapse.

[Oppy 🦾🫶 @hz2ll6]

Plain incorrect.

[Demis Hassabis @demishassabis]

Yann is just plain incorrect here, he’s confusing general intelligence with universal intelligence.

Brains are the most exquis​ite and complex phenomena we know of in the universe (so far), and they are in fact extremely general.

Obviously one can’t circumvent the no free lunch theorem so in a practical and finite system there always has to be some degree of specialisation around the ​target distribution that is being learnt.

But the point about generality is that in theory, in the Turing Machine sense​, the architecture of ​s​uch a general system is capable of learning anything computable given enough time and memory​ (and data), and the human brain (and AI foundation models) are approximate Turing Machines.

Finally, with ​regards to ​Yann's comments about chess players, it’s amazing that humans could have invented chess ​in the first place (and all the other ​a​spects ​o​f modern civilization ​from science to 747s!) let alone get as brilliant at it as someone like Magnus. He may not be ​strictly optimal (after all he has finite memory and limited time to make a decision) but it’s incredible what he and we can do with our brains given they were evolved for hunter gathering.

[Oppy 🦾🫶 @hz2ll6]

@QwQiao Probably more innovation in Asia or less regulated places. This is a highly sensitive sector which regulated w biases. Asia has more motivation on this problem

[Oppy 🦾🫶 @hz2ll6]

Entire timeline is about Tesla rollout robotaxi w/o anyone in it. The excitement and energy is crazy.

[Oppy 🦾🫶 @hz2ll6]

JIT fo Xmas. Congrats

[Ashok Elluswamy @aelluswamy]

And so it begins!

[Oppy 🦾🫶 @hz2ll6]

🔥

[Firedancer 🔥💃🏻 @jump_firedancer]

https://t.co/JcNDyhkI1v

[Oppy 🦾🫶 @hz2ll6]

😂

[Elon Musk @elonmusk]

@teslaownersSV AOC pretends to have brain and it’s not working

[Oppy 🦾🫶 @hz2ll6]

Good read. Nic elevated his writing.

[nic carter @nic_carter]

https://t.co/j7OZyqsTcx

[Brian Armstrong @brian_armstrong]

At some point with enough regulation producing fines, it borders on looting.

You can have more fines from over-regulation, or you can have a growing economy, but you can't have both.

[Oppy 🦾🫶 @hz2ll6]

Tourist

[vitalik.eth @VitalikButerin]

The attacks on Europe I've seen here the last couple of days, including from people I've generally considered interesting and sophisticated, have been getting unhinged...

I get that EU has problems - GDPR clickthroughs are dumb, Chat Control is awful, they need to be less bureaucratic and supportive toward entrepreneurs, its kindness toward Ukraine often doesn't extend well to Gaza or Sudan or other places, people saying mean things about criminals getting longer sentences than the criminals is just crazy - but the apocalyptic attitude about the issues, evoking imagery of barbarians pillaging Rome etc, seems really over the top.

It feels more like a coordinated attempt to delegitimize than constructive criticism.

(I don't believe the line that "the target is not Europe, it's the EU": I've seen many instances of London specifically being targeted in the hate session, so no, much of it is an attack on Europe)

It just does not match my experience from spending an average of two months every year there for the last decade.

[Oppy 🦾🫶 @hz2ll6]

@fejau_inc @PharsaLOL That could literally mean tank the real estate market with supply, which underway. Reindustralization need bigger buyer and decades

[Oppy 🦾🫶 @hz2ll6]

Santi is on 🔥

[Santiago R Santos @santiagoroel]

A sober reminder of where we stand as an industry:

- Crypto has ~40M monthly active users (MAUs) today
- Facebook IPO’d with 845M MAUs at a ~$100B market cap
- OpenAI has ~800M MAUs and was last valued at $500B

We want a $10 trillion asset class?
We need a billion users. Minimum.