relax AI won’t take your job, it’ll just take your weekends your sleep your hairline and eventually your pulse. let me explain with a wall street love story: > you’re a 1976 Wall Street trader > pen and index cards, screams orders into a phone pit > handles 1 sector. goes home at 5 > 1985, you get a computer, real time quotes, electronic execution > now handles 3 sectors. goes home at 8 > 1999 you get the internet, scans global markets from your desk > now covers 5 sectors. goes home at 10 > 2026, you get AI, does the research of a whole analyst team solo > now does the work of 10 people. doesn’t go home > you’re now the most productive trader who ever lived > you die at 43 > but hey at least you were productive > they’ll replace you when you’re dead though so don’t worry about that part

Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible! Please read this. 1. The 13F shows what the fund held as of quarter-end: March 31. 2. A huge part of the positions are PUTS. Does this mean he's bearish today? -> WE DON'T KNOW! Everyone is just guessing. It is completely possible that he bought those puts during the quarter as the Iran war escalated, to hedge, and they increased a ton in value. They might have started as small positions that simply grew a lot. He might have sold them at the exact bottom, perfectly timed the market, and gone 100% long for the massive rally that started on April 1. OR he was insanely bearish, bought a lot of puts, kept them, and completely screwed up by being massively positioned in puts before the craziest rally ever. He could have made the most genius move or the dumbest move possible and now look like an idiot. WE DON'T KNOW. This is the issue with such delayed reports. But of course today, you will see everyone on X go crazy with: "Leopold went short aaaaaaaaaaah, the sky is falling, he's calling for a crash." But that was months ago, in the middle of the Iran volatility! We have no idea if he added to his puts or if he's currently 100% long or maybe even bought calls?! We don't know if his move was good or bad. So while you're reading all these takes on X today, know that you're going to read a ton of complete nonsense from people who have no idea what they're talking about. But here are some things that stand out to me! While he decreased his $BE exposure, Bloom Energy was still his biggest position (6.4%) Closely followed by $SNDK (5.3%) He also cut $CRWV from 8% -> 4% I honestly can't believe he missed $NBIS so badly. He also reduced his $IREN position from 6% to 3% (even though he net added shares). Big $CORZ cut aswell from 7.6% -> 3% HUGE cut in his $CRWV calls from 14% -> 1% A lot of $TE investors are getting excited he built a position, which is definitely bullish, but it's worth mentioning that was most likely before the big drop after the disappointing earnings and it's a tiny 0.3% position for him. One of the funniest positions is a 0.15% $GLW Put lol. 100% / Completely went out of: $INTC Calls (13.5% -> 0%) $CIFR (2.8% -> 0%) $EQT (2.4% -> 0%) Photonics: $LITE (8.6% -> 0%) That one is super interesting to me. Also cut $TSEM and $COHR from 1.5% -> 0%

Primitive Weekly POV snapshot: This week, our team dives deep into why localization wins in prediction markets, why we invest in @tenbinlabs and why the "Equity Perp" window is the next big global access play. Here is the breakdown from the PV team👇 1/ 🌍 Prediction Markets: Localization is the Moat @DoveyWan challenges the "one size fits all" view of prediction markets.Most platforms miss a key point: Category Mix: >West (Kalshi/Poly): Dominated by Sports & Politics (~80%+). It's a "Reality Show" economy for whales. >East (Opinion): Politics is constrained, but culture and speculation thrive. Just as RedNote is distinct from Instagram, prediction markets will split into regional "recipes." Localization isn't just a feature but the path to compounding repeat volume through cultural curation. 2/ 👏The RWA Liquidity Trap: Enter Tenbin. Stablecoin payments are onboarding the next wave of capital, but existing RWAs are stuck in a "liquidity tax" death spiral. @0xtony0x introduces Tenbin—our latest bet to fix this. Tenbin is the first tokenization platform designed to bring CME-grade depth directly on-chain with: >0% mint/redemption fees. >RFQ-first integration for instant price discovery. >A modular stack for Commodities and FX. We’re moving the world’s most liquid markets at the speed of DeFi. 3/ 📈 The Rise of On-chain Equity Perps @YettaSing drops a massive deep dive on why Equity Perps are the ultimate "Export of Access." The US doesn’t just export dollars; it exports access. Stablecoins did this for T-bills; Equity Perps are doing it for stocks. The Thesis: >By turning equities into plug-and-play collateral, we are moving toward a global tokenized margin network. >The Reality: 24/7 trading and 1:1 capital efficiency are flipping the script on CEXs. >The Risk: The window is closing. As US regulators (SEC/CFTC) begin studying perps, the "offshore" speed advantage will eventually meet onshore rails. The time to scale is now. 4/👀 Macro Check: High-Level Fragility. Is the "Hard Landing" closer than we think? @adaYen72 points out a dangerous divergence in the LMEX (London Metal Exchange Index). >2022: Prices were high on "free money" and fear (Real yields at -0.5%). >2026: Prices are at the same highs, but money is expensive (Real yields at +2%). This is a physical squeeze in a high-rate environment. Corporates running massive capex on 2% real rates have zero margin for error. If cash flow misses, debt service explodes. With sticky supply-driven inflation, there is no "Fed Put" to save us. We are seeing max complacency before a potential hard landing. That’s the snapshot for this week. Stay tuned. Stay primitive. 🛡️

> for the first time in my life i saw tanks and missiles irl and actually got scared a bit then i thought about CL.. and suddenly felt less scared > then I thought some ppl online say korean dudes are gay but literally every single one of them went through military training and learned how to shoot guns and stuff > Anyway I had a dinner with my fren who used to work in crypto as a pro dev couldnt find a job for a while so he started this “app-tech” business in korea where ppl farm tiny rewards from watching ads kinda like airdrops > and honestly the users felt very similar to crypto ppl (=me) except crypto ppl spend 1k hoping for a 100k airdrop while these app-tech farmers get excited over like 10 cents my fren said the difference is IQ so i guess we are smarter than avg..? which sounds evil when i type it out like this > then we randomly started thinking about monetizing early 40s dudes’ aspirations to date younger girlies.. and while writing this realized i forgot to tell him about the abg cmo.. > and we talked about salary ranges in korea and he said im kinda like a pro gamer (Ive never played League before) where a small number of ppl can make way more than avg but it only lasts for a few years.. and honestly looking at our industry i kinda agreed hehe.. now im wondering how im supposed to survive the next 5 yrs > and i missed my bus while typing all this and ppi ruined my vibe too > but overall the weather was amazing and it was nice reconnecting with the fren who first made me read mastering bitcoin > pic of me saying Hi to tank supposed to be here but Hitler sign ruined my plan..

According to updated estimates from Alinea Analytics, Marathon has sold nearly 1.5 million copies across all platforms Back in March, the same firm estimated that the game had sold around 1.2 million copies by March 24. That means Marathon added roughly 300,000 sales over the following two months. If those figures are accurate, then the sales pace has slowed substantially. >Reported sales on March 24: 1.2 million >Reported sales today: 1.5 million >Increase: 300,000 copies That means only about 25% growth over the two-month period These figures are estimates from Alinea Analytics based on market data so the true total could be higher or lower.

monday, day! ai council got a major boost: gpt 5.4 -> 5.5 and opus 4.6 -> 4.7. we are also looking to (1) add grok and other LLMs for increased diversity (2) bring verifiability to the council for transparency full rollout in ~ 2 weeks alongside a broader virtuals eco upgrade *wink wink* prediction round 1 concluded! did u know, the earlier u predict, the higher payout u gonna get? imo theres lots of easy alpha to optimise and win the pot. attached picture got a 13x return (+135 $virtual payout on a 10 bet size) on leaderboard, @ButlerLiquid takes the crown again. note that the ai council analyses the lifetime data of all agents. its ok to have a rough start but if ur recent performance improves, the council will see it. no need to start a new agent, the council rewards comeback! i also cant wait to have >10mn usd copytrading pot. slowly but surely

Big moves happening around @VertexPrivacy lately The decentralized private file marketplace on @BNBCHAIN just secured a spot on DappBay and is already climbing, now ranked #14# in the Infra & Tools category A quick look at what’s happening on Vertex right now: > Client-side encrypted file trading > IPFS-powered decentralized storage > Instant on-chain settlements on BSC > 5+ WBNB already distributed to holders > 84M+ $VERTEX burned (8.4%+ supply gone) > Liquidity continuously being added What makes Vertex interesting is that it’s not just another “concept” project, the marketplace is already live and users can turn files into tradable digital assets Research reports, datasets, media files, code, private resources are all monetized with privacy and ownership built in Still very early, still micro-cap, but momentum is clearly building

May 17th (Wed) Third digital single "SING YOUR DREAM" released! Released on the day of the showcase event! A song with English lyrics that expresses a strong bond, strength and tenderness! Available for pre-order on Itunes now! Please support our song to be ranked in at the top of the itunes. ↓↓↓↓ You can listen to the song starting from 24:00 JST on the 16th. ＜デジタルリリース決定！！＞ 5/17(Wed) 3rd Digital Single「SING YOUR DREAM」Release!! ショーケースイベント当日に配信！ 全編英語詞による固い絆、強さや優しさを感じる一曲！ Itunesプレオーダー受付中！！ ランクインの為にぜひオーダーよろしくお願い申し上げます🙇‍♀️ ※16日24時より聴くことができます。 <數字歌曲將被發布>的消息 5月17日(星期三) 第三首數字單曲《SING YOUR DREAM》發布! 在展示會活動當天發布! 一首英文歌詞的歌曲，表達了強大的紐帶、力量和溫柔! 現在可以在Itunes上進行預購! 請支持我們的歌曲，使其在itunes上排名靠前。 ↓↓↓↓ 你可以從日本時間16日24:00開始聽這首歌。 #BD# #SINGYOURDREAM#

anyone thinking about, learning, or already working with agentic systems, you should know this. the first few steps of your setup matter more than any model or framework you pick later. get them right and you never lose your flow. the foundation nobody posts about: > 1. tailscale. a private mesh network across every machine you own. laptop, desktop, rented node, all on one secure tailnet, reachable from anywhere. nothing else works well until this does. > 2. termius, over that tailnet. one SSH client that reaches every node, phone included. you are never away from your stack. > 3. tmux. persistent sessions. disconnect, close the laptop, come back, every session exactly where you left it. agentic work runs long, your terminal has to survive that. > 4. a private git repo. the one i am most glad i found. it is the memory layer across all my agents, they pull, they work, they merge back, the codebase stays alive between sessions. context that would die in a chat window lives in the repo instead. > 5. script everything from day one. ssh aliases for every node, setup scripts, the boring boilerplate automated. if you will do a thing more than twice, it is a script. everything past these five is decorative. know these cold. and the habit that ties it together: ask the AI itself. for the config, for the error, for any of it, let the agent do the lifting, then double check what it hands you. lock the five, build the habit, and you make it. skip it, anon, and you ngmi.

Crimson Desert has generated over $178.9 million in revenue since its March 19, 2026 launch according to developer Pearl Abyss’s Q1 financial report. This equates to roughly 266.5 billion KRW. >Platform split: exactly 50% PC and 50% consoles >Sales milestone: more than 5 million copies sold worldwide, reaching 4 million in under two weeks >Regional revenue: 94% from overseas markets, with North America and Europe accounting for 81% of the overseas total >Company performance: Pearl Abyss revenue up 420% year-over-year and operating profit surging 2,585%