young zuck

I have no idea what I'm doing -

young zuck

#FA

[Colb @ColbFinance]

🟨 $CREV staking remains live on @PancakeSwap

CREV is a Colb Tracker Token issued by the Colb Trust that provides on-chain economic exposure to pre-IPO Revolut shares

More below 👇

[Chapo @ChapoGrimey]

cancer man.

actual cancer.

you ruin everything.

[Colb @ColbFinance]

https://t.co/i9F9TKHGcF

[young zuck @sleeperteam]

Instagram does the same. You have to edit the URL before sharing

[Rota 🚪🧎‍♂️ @pli_cachete]

Pretty cool that Youtube has decided to randomly dox you if you ever share a link with someone else

[Colb @ColbFinance]

🟨 More ways to utilize Colb pre-IPOs

$CREV staking is now live on @PancakeSwap

CREV is a Colb Tracker Token issued by the Colb Trust that provides on-chain economic exposure to pre-IPO Revolut shares.

[Boring_Business @BoringBiz_]

Bitcoin investors realizing that Saylor’s entire “strategy” was to buy at $100K and sell at $60K

[*Walter Bloomberg @DeItaone]

GERMANY TO BORROW €800BN FOR REARMAMENT IN HISTORIC SHIFT - FT

[Colb @ColbFinance]

🟨 Tokenized pre-IPO price exposure to Anthropic is now live on BNB Chain

$CANP brings on-chain price exposure to the most valuable private AI company in the world.

Available for trading on @PancakeSwap

[hantengri @hantengri]

arthur hayes whenever there’s a token to dump

[young zuck @sleeperteam]

These colb niggas don't stop cooking

[Colb @ColbFinance]

🟨 Tokenized pre-IPO price exposure to Revolut is now live on @BNBCHAIN

$CREV brings on-chain price exposure to the most-watched private company in fintech for the first time.

Available for trading on PancakeSwap:

https://t.co/v3zkyjJ8M9

[Hodlius ₿ Maximus @MAKS_Diogenes]

oh there’s our little investor

why dont you come down here and tell us how many bitcoins you have

[vitalik.eth @VitalikButerin]

A ten-thousand word monster post trying to cover the entire tech tree behind the main lineage of obfuscation (iO) protocols:

https://t.co/46nseINlwF

Special thanks to all who helped!

[young zuck @sleeperteam]

Would you buy stock in @Revolut pre-IPO?

[Colb @ColbFinance]

🟨 From a London FX startup to a $75B global fintech platform

A leading name in modern consumer finance.

Tokenized exposure, now coming to @BNBCHAIN.

[Colb @ColbFinance]

🟨 Colb Pre-IPOs are now discoverable in @BinanceWallet

Putting private market access in front of a global user base 300M+ strong.

More on this soon...

[Colb @ColbFinance]

🟨 From a London FX startup to a $75B global fintech platform

A leading name in modern consumer finance.

Tokenized exposure, now coming to @BNBCHAIN.

[K A L E O @CryptoKaleo]

“I give you the upside. You have no downside. And I pay you a dividend while you wait to get rich.” - @saylor

[based16z @based16z]

So basically it’s a 10% interest savings account. Also you lost 1/4 of your money this month

[Tommy @Shaughnessy119]

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening

- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs

- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval

- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect

- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API

I shared more on this here: https://t.co/iZrqrCAIRW

- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)

- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.

More on open source inference provider raises here: https://t.co/7kf56P44yQ

- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th

- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free

- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models

- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months

- So go forward, what happens?

- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)

- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%

- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)

- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses

- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more

- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

[Ronit Pereira @CAronitpereira]

Remember what Warren Buffett once said:

“Never ask a barber if you need a haircut.”