xpl

Intellectually curious. Building @uncagedworld

[xpl @joseharis]

@uncagedworld @solana 🧙‍♂️

[Bob Diamond @rediamondjr]

good update, momentum is back

[Zephyr @zephyr_z9]

100% price increases LFG!!!

[800.HL @degennQuant]

Chat is this for real

[CryptoCondom @crypto_condom]

Been trading @intel for over a year on the thesis of a mango eating monkey. Bought calls + spot $18 book value and sold calls at $38.

Rebought some spot at $36 and $38 in the last 2 weeks...but not as much as Id have liked. Targeting $70.

On days like today....there's always a bull market somewhere. Up 8% and heading to $50 LTF as market begins to re-rate Trump nepotism + near shoring + 14a 2nm growth. Higher.

[xpl @joseharis]

@crypto_condom @intel Strong thesis execution scaling in and out while letting the structural tailwinds do the work.

[xpl @joseharis]

@BlurCrypto Conviction in teams early tends to compound. Excited to see how it plays out.

[xpl @joseharis]

@Jeevan43571075 @uncagedworld Uncaged arc

[Blur @BlurCrypto]

Often wonder what it would take for another dex to dethrone HL/Lighter

Not at all claiming one is better than the other or that is will ever even happen, but it’s features like this that make me confident Extended has a place among those two and will truly stick post-TGE

[xpl @joseharis]

@jessepollak @0xen1 higher

[xpl @joseharis]

@SalsaTekila Patience at resistance, conviction on higher timeframes.

[xpl @joseharis]

@Lamboland_ Sounds like you’ve crossed the hardest part: balancing maintenance with creation. Momentum usually follows.

[Colb @ColbFinance]

https://t.co/51T3qUxkhI

[Semi Doped @semidoped]

Episode 1: Nvidia "Acquires" Groq
From @vikramskr and @austinlyons

Core Takeaways:
- GPUs are not dead. HBM is not dead.
- LPUs solve a different problem: deterministic, ultra-low-latency inference for small models.
- Large frontier models still require HBM-based systems.
- Nvidia’s move expands its inference portfolio surface area rather than replacing GPUs.
- The future of AI infrastructure is workload-specific optimization and TCO-driven deployment.

Key Topics:
- What Nvidia actually bought from Groq and why it is not a traditional acquisition
- Why the deal triggered claims that GPUs and HBM are obsolete
- Architectural trade-offs between GPUs, TPUs, XPUs, and LPUs
- SRAM vs HBM. Speed, capacity, cost, and supply chain realities
- Groq LPU fundamentals: VLIW, compiler-scheduled execution, determinism, ultra-low latency
- Why LPUs struggle with large models and where they excel instead
- Practical use cases for hyper-low-latency inference:
-- Ad copy personalization at search latency budgets
-- Model routing and agent orchestration
-- Conversational interfaces and real-time translation
-- Robotics and physical AI at the edge
-- Potential applications in AI-RAN and telecom infrastructure
- Memory as a design spectrum: SRAM-only, SRAM plus DDR, SRAM plus HBM
- Nvidia’s growing portfolio approach to inference hardware rather than one-size-fits-all

[Zephyr @zephyr_z9]

Dario will never sell Anthropic, and they frankly don't even need to
They need to raise funds till 2027, after that they will be self-sustainable

[Zephyr @zephyr_z9]

What will be the hard signs of China losing influence in Chile?
State Grid has nearly 50% market share in Chile’s electricity distribution network after it bought Sempra’s Chilean businesses (including 100% of Chilquinta Energia) in June 2020 and Naturgy’s 96.04% stake in CGE (Nov 2020).

If the Chilean gov forces State Grid to divest some or all of its distribution assets, then it will be a pretty big sign.

China Three Gorges owns the Rucalhue hydropower project over the Biobio River. ($350M, 90MW)
SPIC, through Pacific Blue, owns multiple hydropower plants and a wind farm in Chile.

Chinese players don't own any major copper mines or have stakes in the copper producers.
Tianqi Lithium holds ~20–22% of SQM. (Lithium carbonate producer)
2/3rds of lithium/copper mined is sent to China for processing, and Chile has been trying to move up the stack by building its own smelters.

[Pharsa @PharsaLOL]

why is Lighter's revenue only about one tenth of Hyperliquid's despite its high volume/out of life ratio?

is it the fee structure or the trader type that makes the difference?

i am curious to hear @crypto_condom opinion

[Zephyr @zephyr_z9]

Now the banks are modeling correctly
Massive compute demand