kinetic

DX @bonadocs | ConsenSys Fellow | Prev. engineering @Consensys

[kinetic @kineticorbit]

Bonadocs is now a complete toolkit for onchain application development and collaboration.

[kinetic @kineticorbit]

i still don't understand why cursor opens agent window by default instead of the code editor.

[manny @mannyornothing]

Do fun things. Money is the byproduct of having fun.

[kinetic @kineticorbit]

@kylegawley Chinese models are gonna fill that gap

[Cloudflare @Cloudflare]

We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. https://t.co/pvICtEIixj

[Rufybaba @Rufyb]

To be a successful active investor, you must have superior insights.

A superior insight is not merely knowing something that is true. It is understanding something important that the market has either:

✑ not recognised;
✑ misunderstood;
✑ underestimated;
✑ priced incorrectly; or
✑ recognised, but is responding to too slowly.

What are examples of such "superior insights"?

✑ Superior understanding of the earnings trajectory
✑ Superior understanding of operating leverage
✑ Superior understanding of cost normalisation
✑ Superior understanding of return on invested capital
✑ Superior understanding of working capital and cash conversion
✑ Superior understanding of industry structure
✑ Superior understanding of pricing power
✑ Superior understanding of management quality
✑ Superior understanding of capital allocation
✑ Superior understanding of the balance sheet
✑ Superior understanding of regulatory changes
✑ Superior understanding of second-order effects
✑ Superior understanding of market expectations
✑ Superior understanding of catalysts
✑ Superior understanding of market positioning and fund flows
✑ Superior interpretation of alternative data
✑ Superior understanding of a company’s hidden economic engine

Active investors who don’t possess superior insight are no better than passive investors, and their portfolios shouldn’t be expected to outperform a passive portfolio.

They can try hard, put their emphasis on offence or defence, or trade up a storm, but their risk-adjusted performance shouldn’t be expected to be better than the passive portfolio.

[kinetic @kineticorbit]

colonizers:

[Maj. Ron Schaefer M.D. @Dr_da_Vinci]

@Rainmaker1973 The British did a great job preserving history, often when these ancient artifacts left in their original countries they would have been destroyed or sold into private collections.

[Fatu @fatuogwuche]

🚨 BIG SCOOP 🚨

It's raining Stablecoins in Africa! 🌍

Stablecoin payments company, Daya (@Daya_HQ), just raised $2.4M pre-seed round from Hivemind Capital, Lattice, Alliance, Globelink, and Aptos Foundation.

Daya was founded by ex-Helicarrier CPO & YC alum, Aleph Lasebikan (@alephile) and Paul Joe (@0xPeejay), ex-Circle, Microsoft, and Helicarrier.

Daya is building the financial operating layer for African businesses that move money across borders.

The businesses that win globally will need faster payments, as well as full visibility and control over every Naira, Dollar, and Yuan in motion.

Daya is building that layer! 🚀

[dax @thdxr]

it's so crazy ai is bad at your job but good at everyone else's job

[kinetic @kineticorbit]

yup, I’m happy we are able to still keep our talent in ecosystem and not have them exported to AI.

[banteg @banteg]

all of them come from ex ef protocol::{architecture,coordination,robust incentives group}

[kinetic @kineticorbit]

don't die

[Sam Parr @thesamparr]

Replit's CEO on the months right before they blew up:

- Lost half the team. 120 people down to 60.
- Had just moved into a huge new office. Empty, cold, dark.
- Every morning he knew someone was gonna walk to his desk and quit.
- "You can see it in their eyes when they stop believing in you."

[The Defiant @DefiantNews]

Five former Ethereum Foundation researchers just launched @ethlabs_org, an independent non-profit R&D lab for Ethereum.

Behind the new org: Ansgar Dietrichs, Barnabé Monnot, Caspar Schwarz-Schilling, Josh Rudolf, and Julian Ma

Backers: @BitMNR, @Sharplink, and Consensys founder
@ethereumJoseph

The thesis: ETH as the world's universal onchain settlement layer.

Read more here:
https://t.co/R3Xwv914UX

[THERAVADA @THERAVADA]

Smartest thing you can do is realize you may have never been that smart

[kinetic @kineticorbit]

Elon Musk is the world's first trillionaire. How scared should you be? https://t.co/cbPLJiK1wv via @YouTube

[Vivid Void @vividvoid]

You can have all the prestige and authority you can dream of, but if you're not willing to scrub the toilets when necessary, everyone can tell, and no one thinks of you as their leader

[Dylan Field @zoink]

It's Sunday June 12th, 2016 and the world is mourning the victims of the Pulse nightclub shooting. Trump, who recently clinched the Republican Party nomination, posts on Twitter that Obama should leave office over the shooting.

You walk to a nearby cafe thinking about the possible implications of Move 37 (played a few months prior) and how neat the SpaceX reusable rockets are.

On the way, a mysterious gentleman pulls a newspaper out of his cloak and hands it to you. It's dated June 12th, 2026.

Top Headlines:
- Elon Musk Becomes World's First Trillionaire as SpaceX IPO's
- Department of War Publishes Third Release of Unidentified Anomalous Phenomena Files
- Citing Safety Concerns, Trump Administration Places Anthropic's New 10T Parameter AI Models Under Export Control

Huh? Still holding the newspaper, you look up... but the mysterious gentleman has already vanished. You look down... the headlines are also gone. Sipping your coffee, you think to yourself "Wow, these art students sure are are getting stranger and strfr!"

Before heading home, you find yourself checking the price of BTC... honestly, $600 per BTC seems pretty high. Maybe it's time to sell??

[kinetic @kineticorbit]

@benjamincowen @juanmatucci Gotta get that set piece somehow.

[kinetic @kineticorbit]

@Z4HIIR sensei🫡

[kinetic @kineticorbit]

to see dwin the stoic's discography get deeper is such a beautiful thing

[Claude @claudeai]

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.

[kinetic @kineticorbit]

from prompt engineering to loop engineering. SWEs do love the idea of abstracting themselves out of a job.

[Addy Osmani @addyosmani]

https://t.co/hIe0UX7z6T