Walid Z

Handling crypto partnerships and chaining visions 🔗 Views on macro, markets, web3, and some pop culture stuff | Go Birds 🦅

[Walid Z @spiralingout7]

Alternate POV : AI is a completely different species that’s not on any tree of life. By tapping into the human API, it ultimately alters us for a change and not other way around.

[Walid Z @spiralingout7]

@ThinkingUSD @HyperliquidX @entropyIO @grok is this real? Hype doesnt have anthropic anymore?

[Lorenzo Valente @LorenzoARK]

We're entering a seismic shift in crypto. This is a bull market just not the one you were expecting.

75% of perps volume on Hyperliquid is now RWAs, and climbing.

Who would have thought BTC would fall to 10% of perps volume on the biggest onchain DEX?

Crypto-native assets were the warm-up. Equities are a $65T market, and we're about to find out how much bigger that gets when it trades 24/7 onchain.

Teams solely focused on bringing these assets onchain will be massive winners.

data @Blockworks

[jordy. @ndgojordy]

this one means something to Wemby

[Ava Sharma @keitijeon]

The engineer who built Claude Code just dropped a 28-minute video on how to write prompts that actually work

I've seen $300 courses that don't cover what he shows in the first 10 minutes

CLAUDE.md files, memory shortcuts, parallel sessions, prompting patterns

all in one video and completely free works whether you're a developer, a beginner, or someone who's been using Claude for months.

[Walid Z @spiralingout7]

Given that they might hit operating profit soon, this will easily be a trillion dollar company any day

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic is set to close its latest funding round, which may top $30 billion, at a valuation above $900 billion, per Bloomberg.

Details include:

1. This would make Anthropic more valuable than OpenAI and the most valuable private company in the world

2. Sequoia, Dragoneer, Altimeter, and Greenoaks Capital are expected to co-lead the financing round, at $2 billion each

3. Anthropic has told investors that its annualized run rate revenue will surpass $50 billion by the end of next month

4. The funding round is expected to close by as soon as next week

We truly are in unprecedented times right now.

[Walid Z @spiralingout7]

This is actually super helpful. There is so much overwhelming info re AI and agents, its hard to keep track. These videos definitely help

[Kirill @kirillk_web3]

instead of watching 2 hours of Netflix tonight, watch this 40-minute masterclass from the founder of a $20B China AI company

it's the clearest explanation I've seen of how Agent Swarms and AI systems actually work at scale

useful whether you've never built an agent in your life or have been using Claude every day for the past year

I took the key ideas and turned them into a practical guide on how to actually build with Kimi

find it below

[Walid Z @spiralingout7]

Love watching this San Antonio Spurs team. First time I even started paying attention to the NBA was during the Duncan era and later started fading through the Ginobli years. Have a strong feeling this could be their year and Wembanyama finals MVP

[Walid Z @spiralingout7]

@gurgavin @grok are all these verified and accurate?

[Katie Haun @katie_haun]

https://t.co/Unfl6DjfUk

[Walid Z @spiralingout7]

@KristanHawkins @adamscochran @grok Its kash. Actually who is?!? Does anyone know?

[Walid Z @spiralingout7]

David Friedberg (aka sultan of science) as a guest on Modern Wisdom is a masterclass on key topics and frontier tech, explained in a high quality manner and solid intuitive language. Highly recommend it.

https://t.co/ENDzpjor3X

[Walid Z @spiralingout7]

Not the most conventional person for this to come from, but it is alarming. I mean how do you even delete all this? And who says deleting truly gets rid of it?

Basically companies with physical device storage should be in demand now. Do people then use cloud less?

[Elizabeth Holmes @ElizabethHolmes]

Delete your search history, delete your bookmarks, delete your reddit, medical records, 12 yr old tumblr, delete everything.

Every photo on the cloud, every message on every platform.

None of it is safe.

It will all become public in the next year
Local storage and compute 📈

[Walid Z @spiralingout7]

This is kinda cool. Artemis live view. Wonder how it’ll be as they get closer.

https://t.co/RzCEBKYW6R

[Bitcoin at Block @BitcoinatBlock]

The bitcoin faucet is back.

04.06.26

https://t.co/kaTejaGzUV

[Frank Chaparro @fintechfrank]

Charles Schwab is launching direct crypto trading.

CEO Rick Wurster says clients will soon be able to hold Bitcoin and Ethereum directly, starting with a limited rollout in Q2 before broader expansion.

This is a ~$12T asset platform with ~46M client accounts moving into crypto.

Source: Barron’s

[Andrej Karpathy @karpathy]

- Drafted a blog post
- Used an LLM to meticulously improve the argument over 4 hours.
- Wow, feeling great, it’s so convincing!
- Fun idea let’s ask it to argue the opposite.
- LLM demolishes the entire argument and convinces me that the opposite is in fact true.
- lol

The LLMs may elicit an opinion when asked but are extremely competent in arguing almost any direction. This is actually super useful as a tool for forming your own opinions, just make sure to ask different directions and be careful with the sycophancy.

[The All-In Podcast @theallinpod]

Jensen Huang on the future of coding: “Every engineer is going to have 100 agents.”

Jensen:

“Everything that's too big, too heavy, takes too long, those ideas are all gone.”

Chamath:

“You're reduced to creativity. Like, what can you come up with?”

Jensen:

“Exactly.”

“Now the question is, how do you work with these agents?”

“Well, it's just a new way of doing computer programming.”

“In the past, we code.”

“In the future, we're going to write ideas, architectures, specifications. We're going to organize teams. We're going to help them define how to evaluate the definition of good versus bad. What does it look like when something is a great outcome? How to iterate with you, how to brainstorm.”

“That's really what you're looking for.”

[Walid Z @spiralingout7]

RIP death
The Texas ranger

[Miles Deutscher @milesdeutscher]

CANCEL your weekend plans.

You NEED to:

• Learn Claude Code
• Learn Cowork (build 1-2 practical workflows)
• Set up Perplexity Computer/Perplexity Finance
• Optimise Cowork (plug-ins + skills)
• Set up OpenClaw
• Test Google AI products (Nano Banana 2, NotebookLM & more)
• Experiment with basic agentic solutions (Manus)
• Use AI to create a business plan/strategy/context files
• Build an AI second-brain database (Notion)
• Experiment with Notion Agents' *brand new*
• Learn basic automation tools (MCPs, Zapier, n8n)
• Learn prompt engineering - the better you can communicate with AI, the better your Outputs
• Read AI articles
• Dive into robotics
• Research AI stocks/ETFs/investment arbitrages

You have way too much to do...