spaghetti 🍝

all day I dream about alpha

[spaghetti 🍝 @spaghetti_codes]

I think it’s disheartening to see so many people debate who dumped on who, clearly @rasmr_eth did the socially normative thing (trying to maximally extract the value of attention). The fact that this is unsurprising, even expected, represents everything wrong with the overall memecoin ecosystem and a total perversion of the attention economy.

You can choose to trade more liquid instruments (perps) and experience social trading in a way that isn’t blatantly pvp

This is why I’m most excited about @legendtrade - by combining social trading with an asset universe that isn’t illiquid and rife with manipulation, eg leveraged equities, you can have a radically better experience trading and social interactions become pve (there really is a big enough pie for many people to win together)

[rasmr @rasmr_eth]

I’m exposing crypto twitter pseudo-intellectual anons for being total TRASH.

Absolute zeroes.

[sunny @cirquedusunny]

https://t.co/jkZAQRWgBW

[spaghetti 🍝 @spaghetti_codes]

@midpricedog just ask dwarkesh

[spaghetti 🍝 @spaghetti_codes]

@Nearisbuilding sick

[spaghetti 🍝 @spaghetti_codes]

@kidponga I would rather buy anthropic equity at 1T than take 99% of available investments, this is not a particularly insightful take

[spaghetti 🍝 @spaghetti_codes]

@premqnair Local versus global optimization is a tale as old as time

Sometimes greed isn’t good

[spaghetti 🍝 @spaghetti_codes]

@Yennii56 it’s kind of funny to me that people are still bought into this collective delusion that they have to participate in these markets

You could just express the AI memory trade by longing MU on leverage and not be miserable instead

[spaghetti 🍝 @spaghetti_codes]

@ryohhno @legendtrade onwards, the journey continues

[Zack Voell @zackvoell]

boss: "work harder"

parents: "move out"

girlfriend: “quit being a loser”

codex: "holy shit that's brilliant"

[spaghetti 🍝 @spaghetti_codes]

@Atitty new quantkid? think this is very bullish for him in crypto long term, TJR redemption arc

[spaghetti 🍝 @spaghetti_codes]

man this is so sick

abundance for the consumer, prices fall off of a cliff, telecom not ridesharing fractal for AI revenues?

[steve hsu @hsu_steve]

Interesting GLM rumor from China sources:

"Apparently https://t.co/mLFb4a6HlS has an internal router behind their coding plan that routes your Claude Code query to GLM or Claude depending on if the classifier thinks it is in distribution or not. If it is OOD and also high value, it will route to Claude and then add the trace to the distillation dataset."

Seems hard to defeat this since these are real user queries and not contrived. The accounts that generate this distillation data can be made to look like ordinary user accounts but with higher concentration of OOD queries.

This looks like a fast-follower strategy that will keep a weaker lab in the game at a lower price point per unit of intelligence or per token.

[spaghetti 🍝 @spaghetti_codes]

Not stopping until every runner on the WSH at sunset pauses to check their legend positions before Strava

[spaghetti 🍝 @spaghetti_codes]

@apemoney @quantgz rockets on mars and you’re short?

[spaghetti 🍝 @spaghetti_codes]

salesforce is now an AI play (Devin + Claude in slack for every company on earth)

[spaghetti 🍝 @spaghetti_codes]

@richzou Scott wu did all this just so I can hire Devin and let it self improve every 6mo at a superhuman level. Cognition is more likely to solve recruiting than mercor lmao

[spaghetti 🍝 @spaghetti_codes]

@world_xyz 2020 - solana
2021 - phantom
2022 - polymarket
2023 - hyperliquid
2024 - hyperliquid
2025 - hyperliquid
2026 - hyperliquid

[spaghetti 🍝 @spaghetti_codes]

here’s a super easy intro on the trade

https://t.co/WzZMwuaHG4

[spaghetti 🍝 @spaghetti_codes]

one of the most interesting things about trading is that a lot of thematic macro trades are super obvious, and you’re rewarded for duration risk + conviction

I’m very excited about sharing more of these broad theses publicly, starting w the memory super cycle

[spaghetti 🍝 @spaghetti_codes]

if your girlfriend asks you to refill her water bottle, you should do it

that’s a sign of great respect in their culture

[spaghetti 🍝 @spaghetti_codes]

@richzou Large part of recruiting is avoiding adverse selection as a startup