IVE THE 2nd EP <IVE SWITCH> 'HEYA' MV 100 MILLION VIEWS ON YOUTUBE 100M views for ‘HEYA’! Your love keeps us going, DIVE 💙 #IVE# #아이브# #2ndEP# #IVE_SWITCH# #해야# #HEYA# #HEYA100MILLION# #HEYA100M# #100MILLION#

this trader is up $300,000+ using only his phone recorded a conversation with my friend mike a few days ago, and after talking through a few ways i could improve my own trading, i actually went and executed on them was so dope picking his brain, hearing how he sees the market, how he thinks about risk, and the mindset behind his moves my favorite takeaway was his 30d chart i call it a “stair step” portfolio • consistent moves up • very few massive drawdowns • never forcing a hero or zero trade • constantly coming back to cash before deploying again it’s almost the exact opposite of how i’ve been trading lately lol, but ive switched back to my systems, it's go time editing this now, should be out tomorrow/friday drop any questions you want me to ask future guests too going to keep finding the best traders i can so we can all learn and get better

after all this time, ive finally taken profits on cyberleek (+$20k) first of all, i am so beyond grateful that it is still a profitable trade no matter what! even if my remaining bag goes to 0, we will still be in the green. as easy as many people make trading look, it's really hard. really hard. it's hard to accept major wins, and it's hard to deal with defeat, with losing, with being wrong. if it was truly easy, everyone would do it. there were so many lessons that i, we all can take from the execution of this trade. from the high conviction that it was very very undervalued, to sizing into that confidence, to holding it for so many multiples. that was perfect. but there was a point that i had to flip the switch and secure a lot of profits. i was obsessed with "finishing" the trade and being 1000% right. i didnt need to be. 90% was okay. and i am grateful to everyone that reached out last week and remind me over and over again to sell some, secure $, close the trade. i ignored some, told some friends to respectfully stfu, and truthfully you have to be like this, because only you are in the trade. in my head, i believed in the narrative so much, i was delusionally optimistic. i wanted so bad to show you guys a public +1M pnl. i didnt want to give up that #1# spot on fomo haha. and most importantly, we were just having so much fun. didnt want that to end. i think we would have had just as much fun if i sold more. that's the key lesson. no one imo, ever really needs to explain why they sell. every trade is our money, we can do with it however we want. we have to deal with all our actions, but since the beginning ive just worn my heart on my sleeve with this one. the main reason ive finally taken profit is because its been affecting my day to day life, my mental. i look at it, and i feel regret, anger. and if you guys know me, you know that's not me. still have some tokens. not sure exactly what i want to do with them, but it definitely feels good to finally realize some gains from all of this. yes, could have had a lot more! but we garnered so many invaluable lessons from this. the job's not finished. what would confucius say?

Damn, im in love with Opus 5.5. Its the best model ive ever used, has such a good taste, is comparatively quickly, smart and finally precise instead of verbose. As good as Opus 5.5 is, I'm incredibly excited for Fable 5.5. After switching completely to Codex, I now have to go back to Anthropic. oh and btw. its crazy how fast the vibe has changed. Now all I read on X are posts about how great Opus tastes and how OpenAI absolutely has to catch up. One day that changed everything.

For the past 3 years my elite friends that are either working in AI or living in San Francisco have been telling me adamantly we are 1-2 years from AGI/ASI singularity and absolutely everything is about to change. Meanwhile my intuition has been that no we’re not close to anything like humans not needed for intelligence. Like nowhere near I dont even see any whites on the eyes of this digital high IQ terminator, this dude is far on the horizon with the little mountains over there. Stark division of opinions throughout. My intuition Ive learned to train and listen to it, its my most powerful weapon. But I am a humble weaponholder, I recognize the achievements and abilities of these friends, in some cases of the most elite of them, far outweighs what I have achieved. If my opinion clashes so much with people of this caliber I also sit my ass down and listen. Its been enough time now that we’ve gone through their initial timelines. And somehow it feels like we have both been right? Clearly something revolutionary is going on, the digital/software world is being terraformed in front of our eyes and taking huge swaths of the economy with it. But I have been, so far, clearly correct. These things are still closer to a tool rather than replacing the tool holder. I still dont see it on the horizon. I dont know if its what Ilya S says that the data is gonna be the constraint. That feels right to me. There are only so many non linear intelligence vectors to train upon. There are still humans finding new ideas and innovating above and beyond what is available to train on online. I like to believe I am one of them and I dont feel like I am anywhere near saturation or that it will happen anytime in my lifetime. Yan LC has his belief that LLMs are capped which was well articulated, now though combined with world models I don’t know if thats the constraint. Data might be the boundary that will saturate first and the innovation needed for the next stage might be creating useful artificial data, much like for a long time financial model training has involved creating fake training data that has the attributes needed to program alpha. Ultimately this is all a pursuit for more alpha. Its a bit unnerving that even though I have been correct that the timelines on us being replaceable meat boxes arent correct, its impossible for me disprove the notion that its at the next corner we are about to reach. I feel like we will just keep going one block down the street at a time with baited breath because clearly something is getting closer though holding your breath for how long its actually gonna take is gonna asfixiate us. So lets take a breath. Theres a lot of trauma under the surface from the rate of change accelerating. Every single one of us feels it. The fascia are being pulled and we are emotionally masking it under our skin. We know something is under way. But those of us with strong awareness and with the lights switched on aren’t going to stop being needed anytime soon- I don’t care how many Elons, Darios, and Leopolds say otherwise.

I've switched to building PWAs I can install as "apps"/agents on my phone for everything. They "tailscale" in to my local machine and still have full codex access with bespoke UIs for the task/category they represent. Funny how it's almost turning into a custom OS...

I've switched over to Cursor Grok 4.5, at 98% of all my agent coding work now - it used to be Opus 4.8 and Fable 5. Aaand it's 20x cheaper!! aaand it's 10x faster! Nicely done @cursor_ai @xai @SpaceX Time to say bye to @claudeai @AnthropicAI?

I made the switch! I installed Omarchy and made it my main OS. 🔥 Huge credit to @dhh for building it. It took me a few days of pondering and tinkering with Omarchy, but eventually I decided it's the right system for me. The install was insanely fast too, less than two minutes! The Omarchy desktop shell takes some getting used to. It's very minimalistic and heavily optimized for keyboard use, but it's also extremely well thought out. The whole shell is written in Qt / QtQuick, which is awesome for me because I've been a professional Qt developer (and KDE member) for many years. That means I can hack on it, customize it, and extend it very easily. And perhaps my favorite part: Omarchy is totally optimized for agentic use and was built with AI agents. It's extremely AI-native, which is very much my cup of tea. 😄