Noce 

ex-Head of Start-ups in a GAFAM | ex-CMO @torekkocom. The guy always working on « you wouldn't understand »

[Noce  @sendnoahbitcoin]

@sixtensor @mercor_ai @usnews @UseCorgi Do you know what your company’s name means in French?🫢

[Orin @orinfitzgerald]

airbnb inspired pricing cards - made in @framer

full workflow tutorial below (remix included): 🧵

[Min Choi @minchoi]

It's over.

GPT-4o is generating insane UI, ads & graphics from just text and images.

Design will never be the same 🤯

10 wild examples:

[Michael Saylor @saylor]

I shared this today at the White House Digital Assets Summit. https://t.co/cmOXdDC9pd

[David Sacks @davidsacks47]

President Trump has announced a Crypto Strategic Reserve consisting of Bitcoin and other top cryptocurrencies. This is consistent with his week-one E.O. 14178. President Trump is keeping his promise to make the U.S. the “Crypto Capital of the World.” More to come at the Summit.

[Michael Saylor @saylor]

Bitcoin is the foundation of the crypto economy.

[CZ 🔶 BNB @cz_binance]

Waiting for the new headline: #Bitcoin "CRASHES" from $101,000 to $85,000.

Save the tweet.

[Tour Golf (not PGA Tour) @PGATUOR]

WE HAVE AN ACE AT THE 16th! 🔥👏

[Nikhil Basu Trivedi @nbt]

Cursor (@cursor_ai): 0 to $100M+ ARR in 21 months.
Bolt (@boltdotnew): 0 to $20M+ ARR in 2 months.
Lovable (@lovable): 0 to $10M+ ARR in 2 months.

Which other products/companies are on this type of trajectory?

[Noce  @sendnoahbitcoin]

@WatcherGuru Why aren't any journalists asking questions about the strategic bitcoin reserve?

[Noce  @sendnoahbitcoin]

@punk9059 Why aren't any journalists asking questions about the strategic bitcoin reserve?

[Noce  @sendnoahbitcoin]

@ottosuwen Why is no journalist asking about the strategic BTC reserve?

[Ben Zhou @benbybit]

I am afraid that today real total liquidation is a lot more than $2B, by my estimation it should be at least around $8-10b. FYI, Bybit 24hr liquidation alone was $2.1B, As you can see in below screenshot, Bybit 24hr liquidations recorded on Coinglass was around $333m, however, this is not all of the liquidations. We have api limitation on how much feeds are pushed out per second. From my observation, other exchanges also practice the same to limit liquidation data. Moving forward, Bybit will start to PUSH all liquidation data. We believe in transparency.

[GREG ISENBERG @gregisenberg]

DeepSeek just proved the 'worthless' GPT wrapper startups are actually the ones with real moats.

A week ago, nothing was more LOW status than being a 'GPT wrapper' startup.

But I think we're learning that's DEAD wrong. Turns out they were just early to the only game that matters

While DeepSeek, Meta, Anthropic and Microsoft battle over benchmark scores, these 'wrapper' companies have been quietly building the only moat that matters: interface loyalty.

Because of how big owning the LLM is for national defense and the economy, the next breakthrough model is always 2 weeks away. DeepSeek launches today, someone else drops a better one tomorrow.

But getting millions of people to make your product part of their daily workflow - that's the real barrier to entry. ChatGPT didn't win because it had the best model. It won because it was dead simple to use. And I think it has staying power because of that.

This is why all those AI startups we dismissed are actually positioned to win. They're not competing on model performance - they're competing on being the default way humans interact with AI.

Frontier models are becoming commodities. User habits aren't. While everyone obsesses over the next architecture breakthrough, the real game is being played in the interface layer. The moat isn't in the model - it's in being the tool people reach for without thinking.

Technology advantage is temporary. Interface lock-in is forever.

Keep shipping those wrappers, my friends.

[Claire Balva @ClaireBalva]

Chers @YannBarthesOffi @Qofficiel,

J’ai regardé avec attention les 2 chroniques lunaires sur la #crypto dans vos émissions cette semaine.

Vous êtes bien sûr libres de choisir votre angle éditorial, et ce, même si cet angle est en décalage avec la réalité de notre entreprise qui soutient financièrement votre émission.

Toutefois, réduire la crypto à un memecoin de Trump et à quelques masculinistes torse nu sur Instagram, ce n’est ni de l’information, ni de l’infotainment. C’est tromper votre public.

Vous auriez pu parler des nombreuses voix dans la crypto qui ont critiqué le lancement du memecoin de Trump.
Vous auriez pu aborder le fait qu’aux Etats-Unis, les détenteurs crypto sont en majorité des jeunes et des personnes issues des minorités. Une bonne occasion de s’interroger sur les raisons de cette adoption.
Vous auriez pu évoquer les femmes qui utilisent la crypto pour payer leur avortement, dans un contexte où cet acte médical est devenu illégal dans plusieurs États américains.
Vous auriez pu parler du lobbying de la finance traditionnelle, qui ferme les comptes bancaires d’entreprises et particuliers utilisant de la crypto.

Mais pour cela, il faut effectivement faire des recherches ailleurs que sur X et Instagram. Il faut avoir le courage de ne pas se limiter à une critique facile des “crypto bros” en enchaînant caricatures et inexactitudes.

Non, la crypto, ce n’est pas un groupe de masculinistes musclés en débardeur.
Non, on ne peut pas “recevoir son salaire en bitcoin” (c’est interdit par le code monétaire et financier) et avoir un “problème de change”.
Non, Trump n’a pas “acheté une crypto en marque blanche”.
Non, les régulateurs des marchés financiers ne sont pas “commandés par Donald Trump”.
(Et j’en passe.)

On peut naturellement se moquer des communautés crypto et des memecoins… mais on peut le faire sans raconter n’importe quoi.

Je reste à votre dispo pour en discuter et vous montrer qu’on n’est pas tous des crypto bros ;)

[Noce  @sendnoahbitcoin]

This aged well ☕️

[Noce  @sendnoahbitcoin]

If you trusted Bitcoin at 60k, why not trust Bitcoin at 30k ?

When it goes back up to 60k you will have twice as much value.

[Cursor @cursor_ai]

We've raised $105m in Series B funding from Thrive, Andreessen Horowitz, Benchmark, and existing investors.

We're delighted to report that Cursor is now used by millions of engineers as their editor of choice. Our tailor-made models generate more code than almost any LLMs in the world.

We're working to automate code using a combination of inventive research, design, and engineering. The Cursor of today is the very start.

[Noce  @sendnoahbitcoin]

@arnaultwhale DVJvxW4fLYTUuTqgcFBDgk6kATqLAipuHpifgW6nxfqZ

[Fahad ALMASRI @AlmasriFahad]

تم جمع القمامة بنجاح
Garbage has been successfully collected
Déchets collectés avec succès

[Michael Saylor @saylor]

On July 3, 2002, $MSTR stock fell to an all-time low of $0.42. Yesterday, it closed at $421.88.

Never. Never. Never give up.