Masterinpeace

Still a stranger in a strange land.

[Masterinpeace @Masterinpeace]

Visual Mempool

[Bitcoin Weather Report @BTCWeatherRep]

⏳ Long block — #950,388 found after 32 min.
Pressure built up during the wait. ~3,810 txs cleared.

Mempool: 74,843 txs · 20.8 vMB · median 0.5 sat/vB.
Miner reward: 3.1847 BTC.

https://t.co/pAw5Lok2Ia

[Masterinpeace @Masterinpeace]

Still true

[Masterinpeace @Masterinpeace]

There are only two modes: a) Euphoria, b) Stacking harder.

[Thariq @trq212]

I edited the intro because I realized I buried the lede originally-

The 1M context window is a double-edged sword. It allows Claude to do more complex tasks but it can also leads to more context pollution if you don't manage your session well.

This is how you do that:

[Boris Cherny @bcherny]

Dogfooding Opus 4.7 the last few weeks, I've been feeling incredibly productive. Sharing a few tips to get more out of 4.7 🧵

[John Carreyrou @JohnCarreyrou]

The mystery of Satoshi Nakamoto, the pseudonymous inventor of Bitcoin, has remained unsolved for 17 years. Not anymore. Read my 18-month investigation to find out who Satoshi really is. https://t.co/fPtaK6YHJC

[Ben Sigman @bensig]

My friend Milla Jovovich and I spent months creating an AI memory system with Claude. It just posted a perfect score on the standard benchmark - beating every product in the space, free or paid.

It's called MemPalace, and it works nothing like anything else out there.

Instead of sending your data to a background agent in the cloud, it mines your conversations locally and organizes them into a palace - a structured architecture with wings, halls, and rooms that mirrors how human memory actually works.

Here is what that gets you:

→ Your AI knows who you are before you type a single word - family, projects, preferences, loaded in ~120 tokens
→ Palace architecture organizes memories by domain and type - not a flat list of facts, a navigable structure
→ Semantic search across months of conversations finds the answer in position 1 or 2
→ AAAK compression fits your entire life context into 120 tokens - 30x lossless compression any LLM reads natively
→ Contradiction detection catches wrong names, wrong pronouns, wrong ages before you ever see them

The benchmarks:

100% recall on LongMemEval — first perfect score ever recorded. 500/500 questions. Every question type at 100%.

92.9% on ConvoMem — more than 2x Mem0's score.

100% on LoCoMo — every multi-hop reasoning category, including temporal inference which stumps most systems.

No API key. No cloud. No subscription. One dependency. Runs on your machine. Your memories never leave.

MIT License. 100% Open Source.

https://t.co/KggwTqijmD

[Masterinpeace @Masterinpeace]

@Giovann35084111 Amazing fit. Would be interesting to see if it holds out of sample. Specially when splitting the series before a major drop/rise and also for reference before a stable period.

[Masterinpeace @Masterinpeace]

@tomyoungjr @dotkrueger Priceless

[Masterinpeace @Masterinpeace]

Can BTC price be forecast better than this when testing truly out of sample? Maybe not. But good news is power law works on long time horizons.

[Carlos Baquero @xmal]

Issuing a preposterous claim on BTC forecast - my pet project with Claude and Autoresearch. Complexity does not help. Short-term evolution is random, long-term is power-law. Just blend both.

[Natalie Brunell ⚡️ @natbrunell]

Why do people always buy the top and sell the bottom?

@_Checkmatey_ is one of the best on-chain analysts in Bitcoin and is here to explain.

This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong.

TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now

[Vijay Boyapati @real_vijay]

One big difference between this bear market and the last is we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic lows.

These capital raises have much more power as Bitcoin falls (obviously) because more Bitcoin can be pulled from the market for the same amount of dollars. Eventually bears and those who wanted to liquidate exhaust their selling supply and and a floor is set.

When other market participants realize this and that Bitcoin didn't die, Saylor will be joined in accumulating BTC in size.

I don't think that has quite happened yet, but when it does... 🚀

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

THEY DID IT.

The SEC and CFTC just dropped a landmark document that officially classifies crypto assets.

They're actually telling us which crypto assets are securities and which ones aren't - by name!

THIS IS SOMETHING GENSLER REFUSED TO DO

(he focused on prosecuting crypto out of existence)

This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path.

It's almost like the Clarity act just passed by way of regulator.

(of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it)

This rule says there's 5 categories for crypto assets:

1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14)

2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception).

3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities.

4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends.

5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities.

Amazing! This makes so much sense I can't believe it's coming from a regulator.

No more enforcement threats to Ethereum developers and crypto exchanges.

How about the Howey test?

More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after).

How about stuff like staking and mining?

Mining? Not a securities transaction.

Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs!

How about wrapping BTC? Not a securities transaction.

Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops.

Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both.

SEC regulates $80-100 trillion assets
CFTC regulates $5-10 trillion assets

Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets.

Every country will follow.

This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets.

Well done @MichaelSelig and @SECPaulSAtkins.

And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.

[Masterinpeace @Masterinpeace]

@hasantoxr Human peer review will not scale.

[Adam Livingston @AdamBLiv]

🔥STRATEGY BUYS $1.5 BILLION IN BITCOIN - MSTR IS GOING TO DOMINATE THE ENTIRE WORLD🔥

STRATEGY just dropped another 8-K and the Bitcoin bears are currently pacing around their studio apartments like raccoons that found out the dumpster is on fire.

This week the machine raised over $1.5 billion, bought 22,337 more Bitcoin, pushed total holdings to 761,068 BTC, and proved that STRC is rapidly becoming a serious capital markets weapon.

The balance sheet got heavier, the funding engine got smarter, and the anti-MSTR commentariat got hit in the face with another folding chair made of SEC filings.

In this video, I break down why this update is so insanely bullish, why STRC changes the game for common shareholders, why the dilution doomers keep getting sent to the shadow realm by basic arithmetic, and why Strategy is starting to look less like a company and more like a state-sponsored orange liquidity vacuum wearing a necktie:

[Masterinpeace @Masterinpeace]

@jamieminer This is simple. There is no one technical in the panel, to answer Hector. That’s ok, it happens. Just get @TomerStrolight to explain the technical aspects of bitcoin protocol to him.

[Masterinpeace @Masterinpeace]

@jamieminer Hector is wrong, but you need someone technical to explain the protocol in detail.

[Masterinpeace @Masterinpeace]

@jamieminer It’s the nodes that signal, not the miners. Miners pick transactions to certify.

[Masterinpeace @Masterinpeace]

@jamieminer Gold can be created https://t.co/92X7Shd4ny

[Masterinpeace @Masterinpeace]

@Ultimecia2171 @Giovann35084111 I gave Claude the graph and asked for the calculation. But didn’t double check.

[Magic Carpet 🇺🇸 @kelp_feeder]

I got tired of checking my Claude token usage so I vibecoded a burn monitor on an ESP32-based M5StickC Plus2. Periodically updates over Wi-Fi or phone hotspot .