Ξ& retweeted
gm aeons i bought a bunch of $SPX 0x8b132a82101619eeb4ea67f0da32f54d807a825d67f57e66925f9deaeda7547d
I will share my whole thesis soon. The tldr is spx6900 will flip the stock market!
Ξ& retweeted
AI Bubble Bois vs Reality……
Reality:
Elon $500B-$1T ARR at $spcx next year (per earnings call this week)
Jassey (Amazon CEO) we are sold out at AWS in 2027 and a lot of 2028 (per podcast this week)
Nikesh Arora (Palo Alto CEO) compute is constrained, I’m a taker of terms not a setter of terms (per podcast today)
Sundar Pichai (Google CEO) we have been capacity constrained as they work through new model (Argon) launch (per podcast this week)
Jensen (Nvidia CEO) sold out through mid 2028
“Bubble bois”:
Average Private Wealth idiot on CNBC….
“Rates up 40bps over past 4 months AI bubble going to blow”….…..
Reality:
Meanwhile there’s like no financial leverage from the top companies ……
Net debt / EBITDA — Nasdaq-100 top names (TTM, reported)
NVDA -0.4x (net cash)
AAPL -0.3x (net cash)
GOOGL -0.3x (net cash)
TSLA -2.5x (net cash)
META -0.1x (net cash)
MSFT 0.0x
AMZN 0.2x (~0.8x incl. leases)
AVGO 1.4x
ORCL 3.4x ← the outlier
Nasdaq-100 aggregate: ~0.3x reported 0.6–0.8x lease/SPV-adjusted
S&P 500 ex-financials: ~1.5–2.0x
….the dummies can cause a lot of vol, hang in there. Have a great weekend!
Ξ& retweeted
October has been an absolute nightmare for software
> Railway - customer secrets exposure
> LiteLLM - malicious PyPI + Docker releases
> Zeabur - infrastructure breached
> OpenCode - AI API keys exposed
> OVHcloud CLI - official binaries backdoored
> Rank Math PRO - malware in official plugin
> TeamUpdraft - customer data compromised
> ConnectWise - cloud backup identities compromised
> Tensorlake - npm package infected
> SubQuery - backdoored npm package
> GhostAction - GitHub repos with malicious workflows
> PHP - critical RCE vulnerabilities
> Node.js - security vulnerabilities patched
> eMudhra - certificate authority keys compromised
> Tailscale - eMudhra incident
At this point, the biggest security risk might not be the code we write, but the code we trust...
Ξ& retweeted
Just destroyed a Ledger I paid $300 for to check no one had installed something that could steal the $17 in Bitcoin that I had on it.
Ξ& retweeted
My current model rankings
S - Opus 5.5, Muse Wonder
A - GPT-6.1 Sol
— Gap —
Everything else
Ξ& retweeted
Cohort 02 has ascended.
@vinnysos @NoblesseObl @_traderjay @klirphyy @thenursegreg @y0_berry @0xmeto_ @ThatAIFreak @0xBaseee @0xhypebae
We've been taking notes of who's been supporting us.
Cohort 03 is already being picked 👁️
Ξ& retweeted
my bloodline watching me do whippits and play Black Ops 1 instead of buying bitcoin at $12.
Edition of 20
$10 ea
transient.xyz/mint/whippits-…
Ξ& retweeted
Cohort 01 has Ascended.
@0xRenaissance @iki_du @_LetMeDo_ @IgorsLat @GojoHyperliquid
More invitations are going out. Tag someone who's been here from the start.
We're watching 👁️
Ascend is the launchpad for Elysium’s next generation of projects.
Our responsibility extends beyond launch day.
We think the protocol token model is broken
Platform revenue can grow while the projects generating it lose liquidity and momentum. Constant rotation keeps the business earning without requiring individual projects to succeed.
A protocol token adds more liquidity fragmentation. Buying it back directs revenue toward the platform’s token rather than directly supporting the projects generating those fees.
We are rebuilding the launchpad model around continued investment in builders and the ecosystem.
Our revenue model funds creator payouts, buybacks and liquidity support for qualifying projects, and $HYPE and kinetiq:native buybacks. The activity projects generate on Ascend create the resources to support their continued growth.
Those who support us early and consistently won't go unnoticed. Hyperliquid community, this is the part of Ascend we’ve been waiting to show you.
Our upcoming NFT collection introduces that part of Ascend.
Free mint. 500 Ascend NFTs. Three tiers.
The collection is being designed around enhanced participation in Ascend. Those who hold these will receive upside in the success of our protocol, in the form of ███████████████.
We will set aside WL for KNTQ & HYPE holders, early Ascend supporters, Hypurr NFT's, Hyperliquid communities, partners, and builders.
Building on Elysium or running a Hyperliquid community? DM us.
We're watching those who follow our journey. 👁️
Ξ& retweeted
SOLD OUT!
Gone in 6 minutes of Fren Frenzy.
No public.
The Frens got there first.
WELCOME TO JPEG FRENS!
We are just beginning.
Ξ& retweeted
send $8 to yourself using x money. get a brazzers premium subscription and write the next great american novel in the comments section of an obscure video.
publish it as an ai micro-series on trump tv. take the royalties and buy pre-ai generative story telling nfts.






















