full solo @MarketBubble stream highlights: 0:00 Won the Market Bubble Invitational trading comp! 0:54 Our next trading competition: the @BullpenFi 1→100K challenge 2:00 @pear_protocol x @BullpenFi: best weekly pear trade wins 50 $HYPE 4:20 New advanced hyperliquid charts on Bullpen! 5:30 The onchain edge polymarket has that nobody talks about 6:20 My read on Kevin Warsh's first FOMC 7:50 Deposit and withdraw crypto from your bank, 0 fees 9:00 Picking my first trade of the bullpen 1K: Minimax 11:40 How I'm trading minimax 12:50 Everything you can trade on bullpen 13:35 Why I'm long $MU $MRVL $SNDK into earnings 14:13 How I think about TA, live charting $MU and $INTL 19:50 Where I'm buying $MU 20:15 My $SPCX thesis and how I'm playing it 22:30 What's on my watchlist rn: $GOOGL $SOLS $BOT $SNDK 24:15 Where $HYPE goes from here 28:40 $BP vs $HYPE and why I'm investing in backpack 29:30 Answering your questions

DeepSeek V4.1 Flash 1017 updated numbers 1 stream tok/s, old → new: 💻 Code 73.8 → 76.3 📊 Format 55.4 → 75.8 🧾 JSON 52.1 → 63.2 ➗ Math 50.9 → 56.2 🧠 Reasoning 37.8 → 55.6 ✍️ Prose 24.4 → 36.1 📝 Summary 25.7 → 35.8 📖 Narrative 24.9 → 31.7

🚨Fable 5.1 : possible staging. not a launch date. reported bedrock split: > fable-5-1 → 404 <model not found> > opus 5.1 / banana → 400 < identifier invalid> This basically means it can identify fable 5.1 but not staged right now

Announcing Fugu-Ultra v1.1 🐡 We’ve been thrilled by the reception to the Fugu model family. Thanks to everyone who tried it, shared feedback, and trusted Fugu with real work. Today, we’re releasing Fugu-Ultra v1.1 → Upgraded to incorporate the latest frontier models, resulting in stronger performance across every benchmark shown, including gains of up to 7.9 points over v1.0, with particularly strong results on ProgramBench and Terminal Bench 2.1. Fugu-Ultra v1.1 is more capable across coding, agentic tasks, and advanced reasoning, and available at the same price as Fugu-Ultra v1.0 The frontier keeps moving, and Fugu keeps getting better.

🆕 A new open-source 1.6 TRILLION-parameter MoE that scores 0.1 points behind Claude Opus 5 on an agent benchmark has been released. @NexEcosystem released Nex-N2.5-Max. It beats DeepSeek V4 Pro 0813 on all but one comparable benchmark. This thing is enormous! Stats ... 🧠 1.6 TRILLION parameters 🔀 Mixture-of-Experts 🤖 Built for agents + long-horizon workflows 💻 Coding + tool use 📚 262K context 📝 Text-only ⚖️ Apache 2.0 📦 Weights are already on Hugging Face Nex's reported results 👇 AutomationBench 🟣 Claude Opus 5 → 50.3 🔥 Nex-N2.5-Max → 50.2 🔵 GPT-5.6 Sol → 45.8 🟢 Qwen3.8-Max → 39.8 And on BrowseComp: 🔥 Nex-N2.5-Max → 92.6 🟣 Claude Opus 5 → 90.8 Terminal-Bench 2.1 → 86.1 Toolathlon Verified → 74.7 😁 You're probably NOT running this one under your desk. The official model repository is about 1.65TB, and Nex's recommended deployment uses this monster hardware .... 🎮 16× H200 🖥️ 2 nodes ⚡ TP16 + expert parallelism But here's why I'm posting the monster first. It has a 35B multimodal little brother. And THAT one may actually belong in your home AI lab. 👀🔥

New results on the Extended NYT Connections Benchmark: GPT-6.1 Sol (high) improves on GPT-6 Sol (high): 90.1 → 95.5, while costing about 54% less per puzzle. Claude Sonnet 5.5 (high) improves on Sonnet 5 (high): 75.1 → 80.5, while costing about 87% less per puzzle. Mistral Large 4 (high) improves on the non-reasoning Mistral Large 3: 7.5 → 27.4, but costs much more. More info:

Most hardware wallets are too basic or too complicated. Keystone grows with you: Day 1 → Start simple with the Nexus app Month 6 → Connect @MetaMask, @solflare, and more Year 2 → Still air-gapped. Still supported. Still secure Your keys stay offline. Your options stay open.