CMO @Mercuryo_io | Fractional GTM | Pickleball player | Asia enthusiast
Bangkok
Joined February 2010
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put every hardware and software wallet i could remember into one file to see the whole picture. funny how time on the market matters too
wallets riding the Ledger incident rn with “we were never hacked”: you're either small or ur time just hasn't come yet.
So, in the Musk doc, @stclairashley says he fell asleep to a podcast about Kublai Khan. Everyone wrote about the 47 sons (Marco Polo counted 22 from wives and 25 from concubines)
Funny bc I read a book about Kublai, Rossabi’s one, and what I remember from it is his mother. Christian widow; the Great Khan wanted to marry her to his son, and she just said No, I have four boys to raise. All four ended up ruling smth. Kublai had to fight his own little brother for the throne lol
And the end is sad. His favorite wife dies, then the son he prepared as heir dies, and the guy who runs the biggest empire on earth just stops. Eats, drinks, gets huge. The throne goes to a grandson
Anyway, if you want a bedtime story like Elon, Morris Rossabi, “Khubilai Khan: his life and Times” is a must-read.
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Anthropic's marketing line fell from 22% of revenue to 14%. Two quarters.
S-1 refiled yesterday says why. Less revenue through cloud partners, and new terms with them.
Most of that line is a toll for distribution. $4.8B of this year's $5.2B increase is partner fees.
The toll went down when customers started buying direct.
Most teams keep tuning the rest.
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@lexfridman Kinda weird. Your friend just had the worst week of his life and you haven't said a single word publicly. Meanwhile, the feed is all product plugs. For a guy who talks about love and support nonstop, that's a strange look.
I've been traveling the world a bit. One of the most incredible experiences was getting to visit Taiwan w/ @JensenHuang. It was wild 🤯.. huge crowds of engineers, insanely good street food at night markets, and of course a lot of good conversations across many days. I caught some of it on video, see below. Alright, that's it from me, love you all ❤️
Timestamps:
0:00 - Highlights
0:46 - Intro
3:25 - Computex: crowds, engineers, tech, future of AI
9:12 - Chat with Jensen: keynote prep & nerves
13:03 - Chat with Jensen: Taiwan's tech history
19:47 - Raohe night market
29:37 - Chat with Jensen: memories from childhood
33:44 - NVIDIA party
40:29 - Lunch: braised pig's feet
43:09 - Chat with Jensen: GPUs, AI, and competition
55:07 - Ningxia night market
1:10:14 - Taiwanese breakfast
1:29:54 - Outro
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💪🏽 very impressive
I have stage 4 cancer. I thought I'd fight it alone.
I was wrong.
Since mid October, ~20 strangers on X have stepped up to help me. All for free so far:
- An NYU Langone lab offered to run my tumor data through their system to sharpen my vaccine targets
- A U Michigan lab offered to test drugs on my actual tumor cells
- A biotech ran AI analysis on my tumor RNA
- A vaccine company offered to design a second vaccine to check the first one
Scientists. Engineers. People I've never met.
Cancer has been picking us off one at a time for all of human history. It counts on us fighting it alone, scared and quiet.
Not anymore.
We have AI. We have the internet. We have each other.
Cancer, we're coming for you, bitch. Buckle up!
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The difference between X and Twitter: on Twitter I never thought twice before posting smth about Elon Musk..
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Two different things got mixed in this thread. A person pasting their own translation. An agency auto-posting comments for a brand. A paste flag doesn’t tell you which of those happened.
In the published code, the flag is one of 8 signals a reply model sees. Its weight isn’t public. Score 0 to 3. A 0 adds a label. The effect I could trace: reply notifications are suppressed for non-followers. Other uses of that label may sit outside the published files.
What X did say out loud: 42,000 accounts removed in July for AI replies with no human in the loop. That’s volume automation, under a brand’s name or anyone’s.
A GitHub snapshot isn’t proof of what runs today. Still, nothing in it shows an automatic penalty for pasting text. That’s not evidence that writers need to retype their translations.
(!) If you run marketing for a brand, check how your agency posts comments and which accounts post them.
42,000 accounts removed: xitter.twitterapi.xyz/nikitabier/status/2080… (Jul 24, 2026)
The pasted flag: github.com/xai-org/x-algorit…
Label and its traced use: github.com/xai-org/x-algorit…
Exemptions: grey-badge and high-credibility accounts are skipped when the label is applied: github.com/xai-org/x-algorit…
We found 42,000 accounts automating replies using chatbots and have removed them from the platform.
X's core value is providing an authentic pulse on humanity -- and using AI to programmatically engage with users without a human in the loop runs counter to our mission.
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X brought ads back. For now, only in the comments. Quietly, with no announcement. Even on an account with a $200 premium subscription.
we're trying to make a machine better at tasks and along the way we're giving it memory and something that looks like sleep.
are we still building a tool or trying to build something alive without really knowing what we're putting together?
wtf are we playing with?
Memory is what allows Claude to learn from experience. In a new Engineering Blog post, we share how “dreaming” helps Claude organize what it’s learned, correct its mistakes, and find what it needs more easily the next time. anthropic.com/research/compo…
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Binance panic today will touch everyone in crypto. Half of you will go check ur Trezor. Ok, go. But watch the addresses
Especially if you don’t do this often. Haven’t opened your Trezor for a year or two? You’ll be surprised what’s sitting in the history. “Sent USDC” you never sent, from an address that looks exactly like yours
That’s address poisoning. Bot sees your incoming, sends a fake tx from a twin address within a minute (same amount even), and waits. The bet is you’ll copy from history next time and check first 5 and last 4 characters like everyone does
That’s complete bs btw. Not a check. Trezor marks these with a ghost, so hard to screw up. Still, one guy lost $50M this way in December. He even sent $50 test first. Bot replied faster than the real one
So pls. In a week like this, doing nothing beats doing smth wrong
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yc crypto rfs, agent infra section: “build agents crypto APIs... on and offramping from/to fiat”
an agent can’t pass KYC. a human can
FATF wants originator name from 1000 usd. EU TFR wants it from zero, any amount. US CIP wants date of birth before the account exists. agent has none of this, so every “agent onramp” rn is a human’s KYC with an API on top
fine, agent pays on behalf of me. then it buys the wrong thing. visa says “identifiable user behind every agent”. stripe says merchant keeps refunds and disputes. google ap2 asks in its own docs who is accountable and leaves it open
i run agents all day and still wouldn’t hand one my card. tell me who would
locked quote = what you see is what you get. no more watching the rate move while you hit confirm.
big one for us, thanks Polygon team 🙌
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quick look at ARK’s trade sheet: this was Monday, not today.
601K ARKB sold, that’s 0.65% of the ETF. ARKB flows that day: zero. no btc left the trust, shares just moved to someone else.
also ARKW dumped 42K CRCL on Oct 23, so net add is 23K.
looks like rebalance noise, not a rotation....read that again @Kylechasse
Cathie Wood's Ark just sold $15.9M of its own Bitcoin ETF and bought $5.2M of Circle stock.
Read that again.
Selling the Bitcoin. Buying the company that prints digital dollars.
That's the most 2026 trade I've seen all month, guys. When the "Bitcoin to $1M" fund starts shopping for stablecoin equity, should you pay attention?
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read the 8-K. the $150M deal was "payable in bitcoin" and the bitcoin was credited off-chain to an account at Biconomy
the only part that ever came out as cash: $40.5M, from selling 491 BTC back to the same buyer. thats 27% of the deal
the rest is now booked as a receivable from the buyer
if you take crypto as payment its paid when you can withdraw it. would your finance team have caught this
$135M Datavault AI shares crashed 50% after the company revealed it was unable to withdraw 817.6 Bitcoin from 'Biconomy' exchange.
DVLT is listed on the NASDAQ
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a16z: “crypto cardholders don’t require a traditional bank account”. card spend hit $759M in july
the cardholder doesn’t need one. the card does
13 crypto cards. 9 sit on 3 issuers:
Monavate: MM, exodus, ledger cl, okx (baanx runs 3 of them)
Third National via Rain: ether fi, avici, tangem
Lead Bank via Stripe: phantom, krak
Phantom’s terms spell it out: stablecoins get sold at the swipe, “the Card only holds Fiat Currency”
==the brand is the app. the license and the network seat are rented from whoever already has them=
which card did i miss?
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