Pascal's Wagers

[Pascal's Wagers @pascalswagers]

@qthomp Subscribed, I liked your free Insights so far. Do you still run your fund?

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Too hard pile for me, Trumps wants oil lower for midterms, promised prices dropping below $60 after Iran war has ended a few times. Your WGS and other calls seem to have much better R:R

[Pascal's Wagers @pascalswagers]

@Crypto_Chase Thank god, one reason less to use discord

[Yunyu Lin (yun/yu) @yunyu_l]

Marco Rubio finding out he has to be the CEO of Anthropic after it gets nationalized

[Pascal's Wagers @pascalswagers]

As an Anthropic investor I would be concerned about leadership at this point in time at the latest.

[Sophia Cai @SophiaCai99]

NEW: Inside the 24-hrs before WH slapped export controls on Anthropic
- Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin
- Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss
- Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat.
- When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett.
-Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak
- Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazon’s findings were run past the NSA and they felt they had “proof.”)
- Amodei asked for more time and info, but he made no commitments to pull the model
- Bessent told Amodei directly at one point that he was making a “bad decision”
- By Friday evening, the Trump admin imposed its export controls.
- “Export controls were a last resort after begging them for hours to work with us,” senior WH official said.

W/ @cheyennehaslett
https://t.co/0Rwny9md3p

[Pascal's Wagers @pascalswagers]

Fix this please! @nikitabier

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Well said, great account, dont understand why you are not getting more engagement. Keep it up!

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Truly exceptional investment idea, happy I saw and acted on your initial posts, unhappy I just put 5% in 😅

[Pascal's Wagers @pascalswagers]

@ThinkingUSD Agree it got oversold short-term and bear takes are getting stupid, but not as bullish as I was during 2022 anymore. Do you expect BTC can regain mindshare and whats the next catalyst for ATHs?

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Well played so far 👏👏

[Pascal's Wagers @pascalswagers]

@daniel_koss Sold most last year like you at >100k but kept a quarter as a "never sell" stack. Decided a few weeks ago at 75k to also sell the last quarter, BTC feels corrupted from Saylor and ETFs and there is just more progress in the AI space than in crypto.

[Minh Nhat Nguyen @menhguin]

glad to know Mythos' safety concerns have been addressed right as Anthropic also secured tens of billions in inference compute 👍

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 100%, long term holder here and sold the last bit recently. BTC feels corrupted, boring and vulnerable right now.

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 It’s ORCL if I had to guess

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Why do you think that is? I feel Claude throttling is benefitting OpenAI for the last few weeks. Now with SpaceX Colossus deal and this it seems they can release Mythos and let Claude run free again?

[Pascal's Wagers @pascalswagers]

@ZeeContrarian1 Your takes are pretty spot on most of the time. Is there any other plattform where I can follow your ideas and process? Maybe longer form stuff like substack?

[Pascal's Wagers @pascalswagers]

@qthomp What about DXY?

[Pascal's Wagers @pascalswagers]

@omshanti08 Even though I dont understand the "see" in this comment I am pretty sure this i again hinting at shorting Korea/Japan/memory/semis which the last two days had their last blossoms in stock prices, coinciding with the famous cherry blossom season in those countries.