In 2 weeks, Jupiter will distribute 700M tokens Airdrop.
The first draft tiers are expected to change significantly. But will it make a huge impact on the token price?
Let’s find out: 🧵👇
Wow, this is huge, after months of speculation and the U.S. running a massive pre-emptive discreditation campaign (https://t.co/OYg0rNn9MN), DeepSeek-V4 is finally out!
I haven't studied it in depth but here are the most striking aspects as far as I can tell:
- Fully open sourced with open weights (available for download on huggingface: https://t.co/YMvgMTErcr)
- Zero CUDA dependency anywhere in its stack, which is probably the biggest deal of all. For those who don't know, CUDA is Nvidia's software layer - the foundation nearly every frontier AI model in the world is built on. Except, as of today, DeepSeek V4, which can run entirely on Huawei Ascend chips via Huawei's CANN framework (https://t.co/YLL7kJEYq5). Very concretely it means that China now not only has its own frontier AI models, but its own domestic AI stack, top to bottom.
- The prices are insanely low. V4-Pro is roughly 3x cheaper than GPT-5.5 on input and 8.6x cheaper on output. And V4-Flash is an order of magnitude cheaper still, at $0.14/$0.28 per million tokens vs OpenAI's $5/$30 - so 30-100x cheaper than GPT-5.5 (!). And remember, these are the prices DeepSeek charges on its own API - anyone can download the weights and run them for "free" on their own server.
- It is at or near the frontier on most benchmarks that matter. V4-Pro-Max matches or beats GPT-5.4 and Claude Opus 4.6 on competitive programming (Codeforces rating 3206), coding (LiveCodeBench 93.5), and math (HMMT 95.2, IMO AnswerBench 89.8). It trails the very newest GPT-5.5 and Opus 4.7 on a handful of the hardest agentic and knowledge benchmarks, but it's in the same league.
In effect the value proposition is: "Same league as frontier US AI, at a fraction of the price, open-source and freely modifiable, and hardware-agnostic - you can run it on whatever infrastructure you choose."
Which is insanely good. I now understand the need for a preemptive discreditation campaign: they had every reason to be worried. For the vast majority of use cases, you'd have to be a literal idiot to keep paying OpenAI or Anthropic's prices when this exists.
🚨 SILVER CRASHED NEARLY -50% IN 53 DAYS.
And we may have found who caused it.
Silver hit ATH $121.64 on January 29, 2026. Today it sits at $65, a 46% collapse, and 25% of that drop happened AFTER February 25, 2026.
Why does that date matter?
Meet Jane Street. They made $20.5 billion in revenue in 2024 with only 3,000 employees, more than Citibank and Bank of America who both have 200,000+ employees. They do not bet on markets going up or down. They bet on markets MOVING. 87% of their $662 billion portfolio is in options, which make money when prices swing hard and fast.
In Q4 2025, Jane Street bought 20.67 million shares of SLV, the most liquid silver ETF in the world, up from just 41,100 shares the quarter before. That is a 500x increase while silver was rallying hard, and nobody knew.
- January 29: Silver hits $121.64 ATH with everyone maximally long.
- January 30: Silver collapses 30% in 30 hours, the worst precious metals crash since 1980, with CME raising margin requirements mid crash and cascading liquidations making it worse.
- February 25: Jane Street's 13F filing becomes public and the world finds out they were the LARGEST holder of SLV the entire time, bigger than BlackRock and Morgan Stanley. Silver is now dowm another 25% after this disclosure.
So Jane Street built a $1.3B secret position while silver rallied, silver crashed 30% in 30 hours, the world found out they were the biggest holder only AFTER the crash, and silver dropped another 25% on top.
49% down total, sitting at $69 today.
Here is what most people are missing.
A 13F filing only shows long equity positions and does NOT show short positions, derivatives or the full options book, meaning Jane Street could have had a massive short bet on silver through options and nobody would know.
Step 1: buy $1.3B of SLV and become the largest holder.
Step 2: build a 10x larger options position betting on silver falling.
Step 3: use that size to push the price down, ETF loses a little and options make 10x back.
Step 4: nobody finds out until 45 days after quarter end when the crash is already done.
This is not just a theory. There is documented proof Jane Street ran this EXACT playbook in India between 2023 and 2025. SEBI wrote a 105-page order, the largest fine in their history, and impounded $570 million from Jane Street.
On Bank Nifty expiry days, Jane Street bought massive amounts of index stocks in the morning to push prices up while simultaneously building short options positions 7.3 times larger than their stock position.
Then in the afternoon they sold everything, the index dropped and their puts printed money. On a single day they lost $7.5M on stocks and made $89M on options.
The stock trade was just the cost of running the operation. SEBI found this across 18 expiry days and a whistleblower said it happened on 90 to 95% of all trading days.
In crypto, the bankruptcy administrator of Terraform Labs filed an 83 page federal lawsuit against Jane Street alleging they used inside information to front-run the $40 billion Terra/LUNA collapse.
When Terraform quietly withdrew $150 million from Curve Finance with zero public notice, a wallet linked to Jane Street pulled $85 million from the same pool within 10 minutes.
A Jane Street employee had interned at Terraform and allegedly ran a private chat called "Bryce's Secret" with insiders as a back channel for non-public information, and Jane Street allegedly avoided $200M+ in losses.
Blockchain forensics traced the wallet back to Jane Street through Coinbase records. Same pattern as India: get positioned ahead of the move, extract the profit, everyone else takes the loss.
The physical silver backing SLV is held by JPMorgan, who paid $920 million in 2020 for manipulating precious metals markets, the largest CFTC sanction ever, after admitting their traders placed hundreds of thousands of fake orders in gold and silver futures for 8 straight years with their top spoofer receiving 2 years in prison.
So the full picture: the silver backing the ETF is held by a bank convicted of 8 years of silver manipulation, and the largest holder of that ETF is a firm documented running a cash into derivatives manipulation scheme in India and facing a federal lawsuit for insider front running in crypto. Silver is down 46% and sitting at $65 today.
None of this is proven in a US court and the macro explanations for the crash are real.
But no regulator has asked the one question that matters: what was Jane Street's TOTAL net silver position on January 29 and 30, including the full options book and complete derivatives exposure?
Because if the India playbook was running in silver, the $1.3B ETF stake was just the cost.
The options position on the other side was the profit. And the 49% crash was not a crash. It was a payout.
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I am a 63 year old British Jew
I have always been very aware of the Holocaust
All my life, I could not understand how millions of people went along with the Holocaust
Seeing how millions of people are now going along with the GENOCIDE in Gaza, I think I finally understand
Fun fact: did you know that if you've booked a plane trip with @WestJet with a reasonable one-hour layover, they can unilaterally change your ticket without explanation to make that layover twenty-one and a half hours.
And then, they can refuse to provide you with any meal or hotel vouchers and instead just expect you to sit in the Detroit Airport for an entire day to wait for not the earliest available flight (that's only twelve hours away), just the one they feel like putting you on.
The receptionist kept putting me on hold to speak to her manager but, per the way these things go, when I asked to speak to the manager she explained there was no manager and no one I could possibly talk to.
I explained that, with nowhere to sleep and not a lot to do that I would be devoting my night to seeing just how many customers I could lose WestJet from my Twitter account. I asked the receptionist if maybe she should see if that was okay with her manager; that was when the whole "no manager" thing came out.
So, what say you folks? Do you want this to happen to you, your airline just adding an entire day to your trip without notice, compensation of any kind whatsoever? If not, please retweet this post and, if you retweet with a comment, remember to tag @WestJet again.
Onavo shows how Big Tech weaponizes our trust.
33 million people installed privacy protection that was actually the most sophisticated corporate surveillance tool ever built.
US Green Beret saw IDF war crimes at aid delivery sites in Gaza.
“In my entire career I have never witnessed the level of brutality and use of indiscriminate and unnecessary force against a civilian population, an unarmed starving population,” according to US Green Beret Anthony Aguilar, who deployed to Gaza Humanitarian Foundation aid distribution sites in the Gaza strip. “Using artillery rounds, mortar rounds, tank rounds into unarmed civilians is a war crime.”
“The American people need to know what the United States is involved in in Gaza. We’re not bystanders. We are a part of it. U.S. tax dollars are going towards this effort. Americans are on the ground, armed, in Gaza, engaging with Palestinians and involved in things that America needs to know about.”
Aguilar has provided direct testimony of his experience working for the Gaza Humanitarian Foundation (GHF), which manages US- and Israeli-backed 'aid delivery' in Gaza.
“Dystopian to the tenth degree. It’s horrible. There was no box for this young man. So he picked up some things that he found on the ground, and he was so thankful for even that. And he walked up to me and he extended his hand, and I beckoned for him to come forward, and he grabbed my hand, and he kissed my hand and he said, “Shukran, shukran,” and he was sincere.
“Then he held my hand and he kissed it, and I knelt down to look at him in the face so I can let him know that, you know, people care. You’re not alone. People care. And he set down his bags and he put his hands on my face and he kissed me.
“And he says, “Thank you.” And he picked up his bags and he went back to join this group. This was the last remaining group of people on the site that were picking up remnants of aid.
“The IDF [Israeli military] opened up with machine gun fire into the crowd to get them to leave faster, to get them to hurry. Shooting at their feet, shooting over their head, shooting into the berm. There’s video of this. It’s been verified. That’s the first time I had experienced such use of force against… So I didn’t know what was going on because he had walked through the berm, and I heard the shooting. So I ran up to the berm to look, and there were dead Palestinians. He was one of them.”
One thing that changed my mind was the Hong Kong riots. It became obvious that someone in Washington wanted blood in the streets and was doing everything they could to provoke Beijing into a bloody crackdown, and my views of the CCP changed when they refused to take the bait..
@Gfunkera86 tried to sneak this auction through without anyone ever finding out. Then claimed that all the ETH would be used to reward the community. After which he took the ETH raised, sent it to a Bybit account, and dumpstered it all leverage trading. Now @pixelvault_ is broke and closing up shop.
Some of CT may remember that these Punks were fractionalized and owned by the $PUNKS holders ($PUNKS were acquired by staking Punks Comic 1). How did PV and GFunk get ahold of 87% of the $PUNKS supply? Well they convinced everyone to trade in their tokens to get $GG claiming it would power @rebootgg_, @PlayBattlePlan and the rest of their ecosystem as well as every other game that used Reboot. As it turned out, $GG only had a use for about two months until the team decided to shut down season 1 of Battle Plan (after promising a Cyber Truck, other huge rewards and after many players had spent significant money to try and climb the leaderboard). They spent the next 1.5 years claiming Battle Plan would come back and that $GG still had value. Well it turns out both of those were fabrications.
Tl,Dr: Founder psyops community into trading in their fractionalized punks tokens for $GG, founder then never delivers any real utility for $GG, founder then uses his newly acquired fractional punks tokens to sell those Punks while promising to use the proceeds for rewards, founder takes the money earned from those Punks and degens it all away on perps, founder's company announces closure, and finally founder disappears in the dead of night leaving his community holding the rug.
@Gfunkera86 spent the last year telling everyone how bad an actor @beaniemaxi is and that he was gaslighting everyone. Turns out everyone owes Beanie an apology. Hopefully Funk is never accepted in this space again.
Gaza is more than a humanitarian crisis – it is a moral crisis that challenges the global conscience.
We will continue to speak out.
But words don’t feed hungry children.
The @UN stands ready to make the most of a ceasefire to dramatically scale up humanitarian operations.
In 1993 Michael Jackson wrote a song called “Palestine Don’t cry.”
His Jewish producers (Sony Records) would not let him release it.
When was Michael Jackson first accused of child Sex abuse? - 1993.
Who accused him? A failed Jewish dentist Evan Chandler. (On behalf of his son.)
The Psychiatrist that “interviewed” the young supposed molested boy ? Richard Gardner. Jewish.
The press that defamed him? Jewish
His sister Latoya Jackson said the allegations were true, only to later in life admit that her Jewish husband was beating her and told her to do it.
Michael Jackson was never convicted of any wrongdoing.
"They suck they're like leeches," "It's a conspiracy. The Jews do it on purpose."
-Michael Jackson
Pretty cowardly of @Gfunkera86 not to show any face in the reveal of @pixelvault_ winding down.
Some explanation into what happened to 9 figures of $ and how they failed to meet any expectations would be nice.
All over the timeline preaching when things were going well.
Now? 😶