[🎤] SETLIST 🔗 1. WMDA (Where My Drums At) 2. Bullseye 3. DOMINANCE (Dance Break ver.) 4. Potion 5. We Are 6. INItialize 7. Present 8. True Love 9. MORE 10. BOMBARDA 11. What A Night #CDJ2526# #INI#

Had 30+ in-person meetings, lunches, and dinners over the last 4 days across Hong Kong and Singapore. - Conversations with regulators were very positive: highly knowledgeable, pragmatic, and encouraging. - Banks are feeling real pressure. Even institutions that were historically the most anti-crypto are now forced to lean in. - I came away with a much stronger appreciation for the role of regulated exchanges like @HashKeyGroup in the ecosystem. - The food, in-person culture, and respect for relationships are genuinely refreshing :)

if you have an insane amount of conviction in something, conviction that’s genuinely your own and not borrowed from someone else, something every inch of your being tells you is right, then why wouldn’t you size in hard and go all in. i’d rather lose big on a thesis i came to through my own research and conviction than miss out on a generational opportunity because i didn’t trust my own judgment and follow my gut. only losses i’ve ever regretted were from borrowed conviction. lesson in there.

My net worth peaked at $84,000 in 2021, and it is down 96% since. I give you that number honestly, because I am a data guy. The dollar has also lost 96% of its value since 1913, so I am not down, I am keeping pace with the currency. I have never been more bullish on America. The economy grew 1.5% last quarter. I know, because I check the number the way other people check their pulse, and the number is up, so I am up. It does not feel like I am up. But feelings are not data. 74% of that growth was a handful of companies building data centers for computers that think. Some people found that concerning. I found it inspiring. I do not own any of the companies, and I could not tell you what the data centers actually do, but I am spiritually long. When my electricity bill went up 12% this year, I did not complain. I paid it, and I smiled, because that is the sound of the economy working. I am a shareholder in the vibe. Here is my system. Rent took 54% of my take-home this year. I call that prioritization. I live in a studio I call a "pod," because "studio" tests poorly. My groceries cost more than my rent did in 2019, so I stopped calling it groceries and started calling it fuel, and you cannot put a price on fuel. I eat the same lentils every night. I have optimized my inputs. Monks do this. I put $1,000 into the President's coin the weekend he was sworn in. It is worth about $30 now. Some people call that a 97% loss. I call it patriotism with a cost basis. We call this diamond hands, where you hold an asset until it is worth nothing and then keep holding it out of respect. Nearly 800,000 of us lost money on that coin, and 58 wallets made over $1 billion, which proves the system works. I am simply in the 800,000, and not yet in the 58. His wife launched a coin too, and I bought that one as well. I do not see a victim here. The man himself disclosed $636 million in earnings, and I am proud to have contributed. You do not make $636 million on a coin nobody believes in. I am also holding out for the IPO. OpenAI filed to go public at close to $1 trillion while losing $14 billion a year, which people call a warning sign and I call a moat, because you cannot lose $14 billion a year without serious infrastructure. Anthropic filed at $965 billion. Between them they have never earned a profit, and together they are worth almost $2 trillion, which is the most efficient thing I have ever witnessed. When they list, I am getting an allocation. I have emailed no one about this. But I am spiritually in the book. The dollar is also having its worst year in over a decade. People call that weakness. I call it a discount. My dollars are worth less, which means I have to use more of them, which means they are working harder, which is exactly what I ask of myself. A strong country runs a lean dollar. We are cutting the fat. We are at war with Iran. It costs about $1 billion a day. We have fired more than 1,000 cruise missiles at $2 million each. I do not own the missiles, but I am spiritually long. One of them costs what I will earn in 40 years, which is the most anyone has ever valued my time. They shoot down a $20,000 drone with a $27.9 million interceptor and they call it defense. I call it conviction. I pay $40 a month for AI tools that have made me $11. The Pentagon and I run the same model. It is not a loss if the vibe is defended. My hours got cut in March. I was not laid off, which in this economy is basically a promotion, so I told everyone I got a promotion. It freed up time for my personal brand. I have a standing desk I built, a cold plunge I made out of a chest freezer, and a $34 book about waking up at 4 a.m. that I have read 4 times and applied 0 times, which the author says is the normal ratio. The government borrows $7 billion a day, and pays $2.8 billion a day in interest on what it already owes. People call that a crisis. I call it confidence. I also live on borrowed money and pay interest I cannot cover, which means I am running the exact playbook of the United States government. We are aligned. We are both too big to fail. We will find out about me soon. The top 1% now owns 31.7% of everything in the country, the most on record. Some people find that discouraging. I find it directional. The ladder clearly works. I can see the top of it. I am simply standing on the part of the ladder that is underground. 62% of the country lives paycheck to paycheck, which does not make me broke, it makes me mainstream. I have never been more normal, and normal has never been stronger. My mother asked me, at Thanksgiving, why I am working 3 jobs and getting poorer in the strongest economy of my life. I told her she does not understand modern macroeconomics. She raised me on a single income and a pension. She is not early. I am early. The number is up. I looked it up. If the economy is strong and I am not, then the variable is me, and a variable can be optimized. I am not going to fix the economy. The economy is fine. It grew 1.5%. The missiles are flying. The debt is compounding. The dollar is on sale. The labs are going public. The 1% is winning, which means winning is on the menu. I am going to fix myself, harder this time. I just bought a second book. And more of the President's coin. I'm not behind. I'm early.

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Gavin Baker on the AI race as the highest-stakes game of corporate chess ever played: "You've got to give Meta a lot of credit. They were out of the game, and they got back in the game. It's just kind of amazing." "Who could have imagined a year ago, when Gemini was ascendant, that Gemini wouldn't even be in the conversation, and Muse and Meta would be significantly ahead of them from a capability perspective." "Some people have made bad moves, they've made good moves. You've seen some people come out of the game, others come back in." "I don't know if we're going to call it multi-model, a hybrid model. I don't know what terminology the world is going to settle on, but I think that's the future." @GavinSBaker @DavidGeorge83

A few thoughts on OpenAI’s latest mathematics announcements. History was made yesterday. I say that without exaggeration, even though I am not a mathematician myself, because numerous mathematicians have confirmed it. Leading experts in their fields see this as a historic breakthrough. Hundreds of problems that had remained unsolved for decades, problems that some of the brightest minds had wrestled with, were solved in a remarkably short time by OpenAI’s new internal model. OpenAI’s repository contains 722 manuscripts grouped into 372 result families. Two things are particularly important here: -OpenAI attributes its earlier reported solution to the Navier-Stokes Millennium Prize Problem and its subsequent mathematical results to the new internal model whose training began on August 28. OpenAI’s September update OpenAI describes this model as significantly more capable than GPT-6 Astra and says its performance continued to improve during training. That supports the claim of substantial progress. I would expect further improvements since those announcements. But the timing figures need care. - For Navier-Stokes, OpenAI reports that the group which produced the result involved around 10,000 concurrent agents. The result arrived about 88 hours after the first agents were launched, followed by another 17 hours for Lean formalization and verification. For the new collection, OpenAI reports an average compute cost equivalent to roughly three hours of ChatGPT Pro thinking per result. That hints to an immense increase in efficiency and capabilities within a very short period of time. I am convinced that we have now entered the age of the intelligence explosion. I mean that without exaggeration and with complete conviction. We can see it. Anyone with eyes can see it. Anyone with ears can hear it. Anthropic and OpenAI are competing to publish the biggest scientific breakthroughs as quickly as possible. And there is something we should keep in mind: To me, the message is: There is no wall. There is no end in sight. None of the scientists working there has even remotely suggested that these models are now hitting a limit or reaching a plateau. Quite the opposite: they all say the models are becoming faster and more capable. Of course, that also raises questions about safety. But that is not what I want to discuss today. Instead, I want to draw attention to two things. 1. What is OpenAI’s current focus? I mean this neither unkindly nor as an accusation. OpenAI has explicitly identified building an automated AI researcher as a goal. It also discontinued Sora’s web and app experiences on April 26, 2026. I read that decision as a sign of greater focus, although the discontinuation alone does not establish the company’s broader priorities. OpenAI’s stated goals, Sora discontinuation Against that backdrop, I wonder how releases such as its always-on agents fit alongside these significant research advances. OpenAI’s agent announcement Some of the presentation feels childish and playful to me, and unnecessary in comparison with Anthropic. It makes me wonder whether OpenAI risks drifting off course again and directing important resources elsewhere. That is a concern, not an established account of how the company allocates its resources. More a question than an answer. 2. 2026 feels like the turning point Regardless of that, one thing is clear to me: this year feels like a turning point. 2026 is the year of agents. Claude Code helped pave the way. Its public research preview launched on February 24, 2025 and got its big hype by end of 2025, and by 2026, agents were becoming increasingly embedded in research workflows. Claude Code’s launch, OpenAI’s research experience I expect agents to become even more capable in 2027. My prediction is that 2027 will also be the year when superintelligence becomes a reality. That is a forecast I believe in. I am reminded of Dario Amodei’s essay Machines of Loving Grace. He described the possibility of powerful AI arriving as early as 2026, while explicitly acknowledging that it could take much longer, but to me it seems his forecast was acorrect. If we already think this year has been completely wild and almost impossible to keep up with, then I believe 2027 will be the year when we find ourselves in a constant state of amazement. Now is the time to talk about the future. It will not wait for us. We need to consider what a new society could look like. AI agents will take over work, first in white-collar occupations and then increasingly elsewhere. We need to discuss how we understand work and, above all, how wealth will be distributed if jobs disappear without being replaced. I do believe that will happen. That does not have to be entirely negative. It could also be an opportunity, because I believe people will always find meaning for themselves. A simple example: anyone can buy chairs at IKEA. Yet plenty of people still build their own in their spare time. People find meaning in their work, even without paid employment. But for many, paid employment will be the first thing to disappear. These are thoughts I would like to discuss. The future is now. Everything will change. There is no going back.

I walked into a Berlin sex club for the first time nervous about what I was even going to do. Within an hour I was getting fisted in front of a crowd while two strangers held my legs wide open and a group of guys and girls touched me all over! Honestly, even writing that feels fucking crazy! I went into KitKat thinking we'd wear some latex, listen to techno and maybe have a little fun together somewhere dark and secluded. What actually happened ended up being one of the hottest and most intense experiences of my life... So... here's how it actually got to that point 🙈 It was my first time going to KitKat Club so I was a little nervous but also really excited to finally experience it. If you aren't familiar with KitKat, it's basically a kinky/sex-positive club in Berlin where people dress in fetish outfits, rave and can openly play and have sex around the club. I honestly wasn't planning on doing anything that crazy. For me it was mostly about finally getting to wear my latex out in a proper club, listening to techno and maybe doing some milder stuff if we were feeling it. Well... Apparently latex brings out the sluttiest side of me soooo obviously it got a little wilder than that 🙈 I swear the second I put the latex on, had a few drinks, danced for a bit and that initial nervousness disappeared, it was like a switch went off in my head. The music was amazing, the dancefloor was packed, everyone was dressed in kinky outfits and everywhere you looked people were dancing, kissing, playing or fucking. The whole vibe was just so fucking hot. While we were dancing Jax took my tits out and told me to take my panties off. Then he started touching and teasing me while we danced and I genuinely don't think I've ever felt that submissive and horny in public before. I'm dancing in the middle of this club with my tits and pussy out, feeling people looking at me while Jax is touching me everywhere except my pussy. Spreading my ass, playing with my asshole, grabbing my tits but whenever he did go near my pussy he'd just slowly tease it with his fingers then stop again 😩 I was SO fucking horny. I was literally begging him to touch my pussy and eventually he just grabbed my hand and started leading me through the crowded dancefloor. And this is where I started thinking "fuck, what is he actually about to do to me?" I'm following him through the club, tits and pussy still out, seeing guys looking at me as we walk past and all that attention was just making me feel even sluttier and more submissive. He took me upstairs to one of the play areas overlooking the dancefloor. There were beds, sofas and places to play, with quite a few people hanging around watching, kissing and doing their own thing. Jax found a spot, laid me down, spread my legs and immediately started sliding his fingers inside me one after another. After all the teasing and making me wait my pussy was completely soaked and so soft. It literally just wanted him to shove his whole hand in there right away 😩 Then with four fingers inside me he leaned over, kissed me and said "Are you gonna be a good girl for me?" That sentence gives me the most intense butterflies when I'm already feeling really submissive and the second he said it I knew exactly what was about to happen. The moment I said yes I felt the intense stretch and pressure of his whole fist pressing all the way into my pussy and my brain just instantly disappeared! I remember my eyes rolling back and trying to close them and Jax grabbing me by my latex collar and telling me: "Look around." So I did and suddenly realised pretty much everyone in that area was watching us. I'm lying there with my legs spread, his whole fist inside me, his hand around my collar and all these strangers are just stood or sat around watching us. Jax starts telling me what a good girl I am and how everyone can see what a good slut I'm being for him. I could barely even process it because the feeling of his fist twisting and stretching me was taking up basically my entire brain! Then he sat me up and told me to kiss him and the second I leaned forward to kiss him he started ramming his fist in and out of me really hard going way harder to the point I couldn't even concentrate enough to kiss properly. He just looked at me and said "I told you to kiss me." So I'm desperately trying to be a good girl and kiss him properly while barely being able to do anything except moan 😩 By this point a little crowd had started forming around us and that's when Jax looked at one of the guys watching and told him he could touch me. At this point I was like what the fuck is actually happening right now 🫠 I've got a complete stranger touching and kissing my tits while Jax is using me and telling me what a good slut I am. Then Jax tells me to touch the guy. So I do. No hesitation. I'm jerking this stranger dick while Jax is completely using my pussy and all these people are watching what he's doing. I felt like SUCH a slut and I fucking loved every second of it 😩 Not long after that Jax started inviting more people from the crowd to touch me. So now there's this group of guys and girls around me, hands all over my body, stroking my legs, grabbing and kissing my tits while Jax is still twisting his fist in my pussy. I somehow felt like a goddess being worshipped by everyone and a completely submissive little slut at exactly the same time. I can't really explain that feeling but it was fucking incredible. Then Jax sat me up and got two guys to sit either side of me and hold my legs wide open for him so my pussy was fully open and exposed to this group of strangers. This was the only time I wasn't getting fisted so it was probably the first moment the reality of what I was doing REALLY hit me. Bare in mind my pussy was really puffy and stretched from the hard fisting at this point and now I've got two strangers physically holding my legs open while this whole group of people are stood around looking at me, some of them jerking their dicks at my used exposed pussy! Then Jax starts teasing me again. He's asking "Are you a good girl?" Making me beg him to carry on. And every time I begged he'd tell me "Say it louder. Let everyone hear you." So I did 😩 At this point I didn't care about anything. I wanted it so badly I was practically shouting it in front of all these strangers. Then he kissed me, told me to look around at everyone watching me and for a few seconds I actually managed to take it all in. I made eye contact with all these people around me and had this overwhelming realisation of Holy fuck. I'm actually doing it. I'm actually living out one of those fantasies that has existed in my head but that I never genuinely thought I'd have the confidence to experience in real life. And right as I'm having that realisation, with these two strangers still holding my legs open, with no warning Jax just slams his whole fist deep into my pussy and my brain just completely melts again! I cant even explain the level of pleasure I was experiencing! I was moaning so loud, he's fisting me as hard as he can, all the way in and out so the crowd can see my open pussy. Im telling you this part from Jax’s recollection of what he told me btw because by this point my memory becomes a little less reliable 😂 All I really remember is the ridiculous amount of pleasure and this overwhelming feeling of just completely letting go. At one point he had the two guys still holding my legs open while he invited people to start touching me again. So I'm against this sofa with strangers holding me open, guys and girls stroking my legs and body, people grabbing and kissing my tits. I had a girl kissing my neck and teasing my nipples from the side. And OMG 🥵 That was basically my first proper girl-on-girl experience and I definitely want to explore more of that! Through all of it Jax was right in front of me making eye contact, smiling at me, telling me I'm his good girl and keeping me focused on him. Every time I started disappearing into my own head he'd tell me... "Look at me." "Don't close your eyes." Or tell me to look around at everyone watching me. I swear I've never been so turned on in my life. I genuinely felt like I could have taken anything in that moment and if Jax told me you're gonna get gang banged now I would have wanted to do it! There were obviously lines we weren't going to cross in that environment, so actual sex stayed between me and Jax but it made me want to do that kind of stuff even more! It was probably the most intense combination of feeling vulnerable, exposed, submissive and completely safe that I've ever experienced. And everyone around us was actually so respectful. Nobody grabbed me without permission. Jax chose who could touch me and they followed his lead, which made it even hotter. Also... one thing that I weirdly REALLY loved afterwards was realising that none of these people knew who I was. I'm obviously not pretending I'm some huge celebrity 😂 but all these random people who happened to be in that room, watching me and touching me, had absolutely no idea I was Thorri. To them I was literally just some random kinky girl in latex whose boyfriend had decided to completely show her off in front of everyone. They were just in the right place at the right time and got to be part of this insane experience with us. I found that so fucking hot. There was one guy Jax told me about afterwards who I don't even properly remember because I was too busy getting fisted! He was this young Asian guy, probably early 20s, quite nerdy looking and seemed a little shy. Jax told him he could touch me and apparently the guy looked like he couldn't believe what was happening 😂 He started really gently stroking my leg while watching everything, completely mesmerised. Then Jax told him he could touch my tits and apparently his face was just pure disbelief. When Jax told me about it afterwards I found that ridiculously hot. Just imagining that for this random guy, he might have walked into KitKat that night having absolutely no idea what was about to happen and suddenly he's involved in someone else's fantasy that probably feels like one of his own. There's actually loads more from that night but this has already turned into an essay and it's hard not to just ramble! so ill leave it at that. But I do want to say one thing because this is probably why the whole experience meant so much to me. I know a lot of you probably see what I post now and just assume I've always been this ridiculously sexual, confident girl. I really haven't. If you've followed me from the beginning, or you've read some of my older posts about what I was like before meeting Jax and opening up sexually, you'll know I used to be really shy and pretty sexually repressed. There are fantasies I wouldn't even have admitted out loud to myself a few years ago. So to go from that to walking through a packed Berlin club in latex with my tits and pussy out... to being held open in front of strangers while Jax uses my pussy... and actually being able to let myself enjoy every fucking second of it... I can't properly put into words what that feels like. Jax has helped me realise there isn't anything wrong with embracing that part of myself or enjoying my slutty fantasies. And apparently once that door opened I decided to sprint straight through it 😂 So yeah... A few years ago I wouldn't have even admitted to myself I wanted to experience something like that. Now I've actually lived it it's made me want even more 🙈 I'm definitely not done exploring that side of myself 🖤