the reason i'm so chronically online on X is that i owe my entire career to it. every job i've had has been through relationships i've made here, and as i hit 50k - a number i never thought i'd see on my profile - i can't help but feel a little emotional. you see, i started building up my profile when @wifelette and @tomdale took a chance on me many years ago - a nobody in melbourne who was still learning how to code in js - and invited me to speak at @EmberConf. i had never been to a conference at that point in my life, let alone speak at one. they found me through my tweets sharing my blogposts about learning the framework. i'm not exaggerating when i say that my life changed after doing that talk. public speaking was my greatest fear and i was visibly shaking for the first 5 minutes of my talk, but somehow i managed to remember everything i had practiced. that talk was how i got my first real job (and moved to the US) at @DockYard, thanks to @bcardarella also taking a chance on me. throughout this time i continued posting on twitter and building up my profile little by little. after you've done one talk, the next one is a little easier and so i kept doing more of it - seeing the world i had never been exposed to before. i got my job @netflix the same way, through doing a talk, and people taking a chance on me. some of you may be surprised to know that i never majored in CS and that i'm a self taught programmer. so going through a FAANG interview was inconceivable to me at that point in my life. i actually tried to back out of the interview, but they convinced me to do it anyway, and im glad that i did. i then got my job at facebook through Dan Abramov (i miss him here!!), who i met at a conference talk i did in London. we stayed in touch on twitter for a while before he reached out to me asking if i would be interested in working on the react team (uh, hell yes?! but wait, me??). massive imposter syndrome has followed me everywhere. now at @cursor_ai and @SpaceXAI, i feel so lucky that i get to work alongside such crazy talented, driven, and ambitious people who want to build beautiful products for everyone. and i'm also still in disbelief that this many people care about what i have to say here. thank you everyone for taking a chance on me, and thanks @X for being there for me this whole time 🤍

$202m is the paradex number i'm staring at options OI reportedly went 2.6x after they plugged in Paradigm RFQ crypto spent years assuming better exchange = better order book for bigger trades the better product might just be letting you skip the book 1/ ask market makers for a quote 2/ trade the whole structure at once 3/ don't show everyone what you're trying to do first i keep coming back to this for prediction markets too a $500 election punt works fine on a CLOB a fund trying to hedge $250k across 4 correlated outcomes probably doesn't want to leg into every market in public the money will go to whoever can get someone on the other side to quote the whole thing starting to think the moat is less “deepest book” and more who answers when you ask for size

I am the customer Nintendo went into a federal court and described to a judge as not entitled to a single dollar. I bought the Switch 2 at $499.99, which was the tariff price, and when the company's lawyers told the court the buyers are owed nothing, I am one of the buyers they meant. I want to be the first to say they are right. I got exactly what I bargained and paid for. Those are their words. I have made them mine. People are angry, and I do not think they understand how a purchase works. When the console was announced it was $449.99. Then the tariffs came, and Nintendo said the price had to go to $499.99, and I understood. A tariff is a cost, and costs get passed to me. That is a supply chain doing its job. I stood in a line at 11 p.m. and I paid the extra $50 the way you salute a flag, because that $50 was not going to Nintendo, it was going to the country. I felt like a patriot holding a shopping bag. My brother-in-law waited for a price drop. I told him the price does not drop, the price is the price. He is still waiting. I am playing. Then a court ruled the tariffs were illegal. And the money started coming back. It came back to Nintendo. It came back to Sony and to Microsoft. The number I read was $81 billion in tariffs refunded to companies, and somewhere in that number is my $50, except it is not mine anymore. It went home to Redmond, Washington, and I could not be happier for them. Here is the part the angry people cannot hold in their heads. The tariff I paid was real. The refund Nintendo got was also real. Both are true, and only one of them has my name on it, and it is not the refund. I paid a tax that no longer exists, on a console I already own, and Nintendo collected that same tax back from the government, and the console still works, and I got exactly what I bargained and paid for. Sit with the elegance of it. Nintendo paid the tariff. Nintendo charged me the tariff. The government gave Nintendo the tariff back. That is one tariff doing the work of three, and at no point in that beautiful circle am I owed a cent, because I clicked confirm. A deal is a deal. Mine included a tax that expired and a price that did not. Some man in Washington filed a class action. He wants the $50 back, for all of us. I read the complaint. I found it embarrassing. He keeps saying it is unfair, which is the word you reach for when you did not read the terms. Nintendo's lawyers said I am not entitled to a rebate simply because of intervening legal developments, and I read that sentence three times and agreed with it harder each time. Intervening legal developments. That is not my business. My business was $499.99 and a console, and the console is under my television right now doing everything I was promised. I am whole. I am so whole I could scream. I have started correcting people online. When a guy posts his receipt and asks where his refund is, I tell him the truth: you got the console. Did it arrive? Did it turn on? Then you have no claim. That is what a price is. It is the number you agreed to, forever, no matter what happens to the number afterward. I did not buy a stake in the tariff. I bought a machine. Nintendo bought the tariff, and the tariff appreciated, and that is called investing, and I am not an investor. I am a fan. My wife asked if I felt cheated. I told her I feel loyal. There is a difference, and the difference is worth exactly $50. When you love a company you do not audit it. You do not go through its pockets looking for your own money. You pre-order the next thing. Which I did. There is a new color coming and I have already paid for it, and if a tariff shows up on that one too I will pay it twice, once going out and once coming back, because that is the relationship. I put in. They keep. That is a marriage, and you do not ask a marriage for a refund. And it is not only Nintendo, which is the part that makes me proud to be an American consumer. Sony did it. Microsoft did it. Every company that ever added a line to your receipt for a cost that later vanished kept the vanishing for itself and left you the line. Your car. Your groceries. The fee on the fee on your checking account. You paid the surcharge for a war that ended, and the peace dividend went to the shareholder. You got exactly what you bargained and paid for. I need you to say it with me. It is the only prayer that keeps the console warm. So no, I do not want my $50. I want you to understand that I never had it. It was Nintendo's $50 the whole time, briefly parked in my checking account on its way home. I got exactly what I bargained and paid for. The price just happened to include a part I would never get back, and I would pay it again tomorrow. The new color ships in September. I am first in line. A deal is a deal.

US T-bills pay ~4%, virtually risk-free. So before taking more risk in DeFi, I want to know who’s paying the extra yield and why. 3 opportunities paying 7% to 11.5% caught my attention. Here’s how they work, what could go wrong, and how quickly you can get out: 1. $sUSDai: ~7% net APY | Ethereum Buy $USDai, stake it into $sUSDai, hold it. The yield is interest from people borrowing against GPU hardware, plus Treasury yield on reserves. The dashboard currently shows around $585M in total deposits and 6.98% net APY. You're taking on exposure to those GPU-backed loans, so I'd want to understand what happens to my investment if borrowers stop paying. Redemptions are queued and processed in fixed windows, described in the technical docs as, for example, 30 days. They also depend on sufficient liquidity being available. I wouldn't treat that as a guarantee that my money comes back within a month. 2. Bitwise Premium RWA $AUSD Vault: ~8.9% APY | Ethereum Deposit $AUSD into the Bitwise vault on @Morpho. It lends that out across three markets backed by $PST, $sUSDai and $PRIME. Borrowers pay the lending interest, but that isn't the entire headline yield. The displayed 8.89% combines 5.18% vault yield with a separate 3.70% AUSD component. I'd check the terms of that extra yield rather than assume it lasts. About $19M is deposited. Only $1.43M is currently liquid, and two of the lending markets are above 93% utilization. That's the number I'd stare at. If a lot of depositors want out at once, withdrawals can be delayed. One more thing. One of those markets accepts sUSDai as collateral. So if you also hold #1#, you're not as diversified as the two different product names might suggest. 3. $ONyc: ~11.5% advertised APY | Solana Buy $ONyc on Solana and hold it for exposure to reinsurance premiums and returns earned on the underlying collateral. OnRe advertises an estimated 11.54% APY. This one's the odd one out. Insurers pay to transfer some of their claims risk to someone else. With ONyc, you're investing on the side that takes on that risk. That means higher-than-expected claims can eat into returns. I'd want to understand the potential losses, not just the expected premiums. I'd also check how much liquidity is available for redemptions and what happens when withdrawal requests exceed it. And I'd leave leveraged versions alone. I don't need borrowing costs and liquidation risk on top of the reinsurance exposure. These yields are interesting, but I wouldn't treat them as somewhere to park cash. Before putting money in, I'd want to be comfortable with both the potential losses and the possibility of waiting longer than expected to get out.

I think we are living in a crazy time, especially for established companies. When I started Postiz almost 2 years ago, I didn't want to handle video and photo processing because working with videos is always a headache. So I used Transloadit; it's an FFMPEG service for handling files. The service is great, but it isn't scaling well; it's getting very expensive, and for me, since I have many people scheduling posts from MCP and CLI, you can imagine the insane number of calls I get with videos. So I didn't offer Transloadit for the API/CLI/MCP users because I definitely couldn't absorb the cost. Today I said enough. I used Claude Fable 5.1 to build a system, then deployed it on RunPod because I need a GPU. Everything is in Python; I don't even know Python 😂 It took me the whole morning, literally. We are living in an insane time. Here is the code:

Back in 2022 when I invested in SpaceX, Starlink only had about 500,000 subscribers. I remember many people laughed at me and thought I was nuts for betting on this company thinking Starlink internet was going to be a MAJOR business of SpaceX one day. Fast forward to today in 2026… Starlink has exploded to over 12 million active customers worldwide (24x the number when I invested). They’ve been adding users at a crazy pace lately. Here are the biggest subscription based businesses in the world right now by subscriber count: 1. Netflix - 300 million 2. Spotify - 250 million 3. Amazon Prime - 200 million 4. Disney+ - about 150 million Now I believe Starlink will one day have the LARGEST subscriber base in the world. With Starship making launches way cheaper and direct-to-cell tech coming, doubters still think I’m crazy… but they said the same thing back then too. Time will tell.

robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 is one of the tokens I’ve been asked about the most today It ran from a small cap to over $50M MC, before correcting back to around $25–30M The narrative is genuinely interesting, but this move didn’t happen because of one single factor Let’s break down what’s actually behind robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 1. It all started with real research The first thing I like about robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 is simple : The narrative existed before the token On September 3, Google Research, HHMI Janelia, Cambridge, and other research groups published the connectome of the adult male fruit fly’s central nervous system The original scientific dataset contains roughly 166K neurons and ~125M synapses This is a real scientific milestone, not something the robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 team made up to create lore for a memecoin There’s one detail worth clarifying because CT has been mixing this up The simulation on the robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 site doesn’t run the entire ~125M synapses directly. After filtering out weaker connections with fewer than 3 synapses, the graph being used contains roughly 10.2M connections So the distinction is : ~125M synapses = the original scientific dataset ~10.2M connections = the filtered graph used in the simulation Things got more interesting after the research became public Developers started experimenting with the fly connectome in environments like Minecraft, Doom, Mario, etc A fairly niche neuroscience topic suddenly became an internet meme that anyone could understand : “We mapped the wiring of a fly brain. What happens if we put it inside a computer and let it play games?” And robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 appeared right as this narrative started going viral 2. But what does a “fly brain living on the internet” actually mean? This is something I think people need to understand properly before getting bullish robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 is not a conscious fly living onchain, and it’s not an LLM-based AI Agent that can think for itself, read X, and decide what to trade A connectome is basically a wiring diagram of the nervous system The project uses that wiring to simulate neural activity, then maps different inputs and outputs into interactions with an environment For example, visual input from a browser can be converted into stimuli for the simulation, while certain descending neurons can be mapped to actions like moving forward, backward, left, right, or clicking Put simply : It doesn’t “read” a website the way we do. It reacts to inputs through a neural model built from a real connectome Some parts still require human/script assistance So if the narrative becomes : “A living fly brain is independently trading and launching memecoins” I think that goes further than what the project is actually doing But I don’t think that makes the idea less interesting If anything, the differentiator here is the real biological wiring The market already has countless projects taking an LLM, attaching a wallet to it, and calling it an AI Agent A simulation built around a real connectome naturally creates much more curiosity 3. From a science experiment to a stock meme This is where the crypto side gets interesting robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 was launched on Robinhood Chain through Pons and paired with GOOGL I think the way the narrative is packaged is pretty smart Google Research is directly connected to the original scientific story Robinhood Chain already has a stock/tokenized-stock meta And Pons allows memes to be paired with stock-linked assets So everything connects pretty naturally : Google => Fly Brain => GOOGL => Robinhood Chain => Stock Meme That makes robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 more than just another “fly meme” It sits right at the intersection of science, neuroscience/AI attention, internet memes, the stock meta, and Robinhood Chain I think that’s one of the main reasons it was able to expand so quickly 4. Where is all the attention coming from? This is where I think the narrative is quite different from a typical memecoin The attention is basically forming across three layers The first is science/mainstream The research is real, and names like Google Research, Janelia, and Cambridge are genuinely behind the original scientific work The biggest account pushing the underlying research that I found was @NewsFromGoogle, whose MaleCNS post reached around 13M views based on the data I checked Polymarket also posted about the milestone of mapping more than 166K neurons But this distinction matters : Google and Polymarket are talking about the research. They are not endorsing robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 I only see this as evidence that the underlying narrative has grown beyond the neuroscience community The second layer is internet virality Accounts like @evnschlr, @jbohnslav, @nftecchie_ and @sainimatic have posted fly-brain-related experiments/content that reached millions of views They are not shilling the token either But they are doing something important: repeatedly putting the “fly brain” concept back onto people’s timelines The final layer is crypto attention One major catalyst was Marc Andreessen following the project’s official account That’s obviously a meaningful signal for a new meme, but again, it needs to be framed correctly : pmarca followed the account. He did not tweet the ticker or endorse the token robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 has also started appearing on the timelines of crypto accounts such as @CryptoGorilla, @fuelkek, along with Chinese CT accounts and traders within the Robinhood ecosystem I don’t really care who bought early or how much anyone made What matters to me is that attention from the broader fly-brain narrative has started being funneled toward the actual robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 ticker The flow looks pretty clean : Science creates the narrative => the internet turns it into viral content => crypto starts capturing that attention into a ticker Google doesn’t need to tweet robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 As long as the internet keeps talking about fruit fly brains, and robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 remains the main token representing that story in crypto, it can still benefit from attention coming from outside the market With memes, I care more about who owns the narrative in the market’s mind than simply counting how many KOLs are shilling it 5. A good narrative still needs good token data At the end of the day, this is still a memecoin Based on the data I checked, supply is 1B, tax is 1/1, and the creator had already collected roughly $329K in fees at the time I checked Holders have grown to around 8K+, while 24H volume has reached tens of millions of dollars One thing I’m watching closely is that liquidity isn’t particularly deep relative to its volume and valuation That cuts both ways When attention is strong and capital keeps flowing in, price can expand extremely quickly But once attention flips, the downside can be just as violent So I don’t want to see $30M, $40M, or $50M in volume and automatically conclude that demand is strong For something like this, I want to look at : Volume + liquidity + holder growth + distribution + sell pressure The narrative determines whether people want to look at the token The structure determines whether I actually want to put money into it 6. The problem now is that a lot of catalysts are already priced in This is probably the most important part if you’re looking at robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 at its current valuation The paper is already public Google has already pushed the research to millions of people Fly-brain experiments have already gone viral pmarca has already followed Crypto KOLs and CT have already discovered the token And the chart has already expanded from a small cap to over $50M MC Copycats are starting to appear too So if your thesis for buying here is still : “Google mapped a fly brain + pmarca followed.” I think you’re a little late The market has already traded those catalysts At $1M or $3M, a strong narrative alone can sometimes create a great asymmetric bet At $25–30M, the question has to become : What hasn’t the market priced in yet? And that’s where I start looking at the next catalysts The first is the olfactory/smell feature The team is working toward expanding the simulation into olfaction. If they can turn that into a visually compelling demo, for example mapping tokens, markets, or environments into inputs the fly can “smell,” I think that could create another wave of content Not because it suddenly gives the token massive utility But because if a meme wants to stay alive, it needs a new reason for the market to talk about it again The second catalyst is more convincing web/onchain interaction The “fly launched its own coin” lore is great, but there is still human/script assistance involved If the team can push the experiment further, show clearer live logs, and have the fly browse, click, or interact with an onchain environment in a more convincing way, I’d value that catalyst much more than another KOL follow The third is a second science/media wave This research is still fresh If Google, Janelia, the neuroscience community, gaming community, or mainstream media continue producing new experiments around it, robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 can keep benefiting from indirect attention without any of them mentioning the token But the biggest catalyst for me is much simpler : Can robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 become the default ticker for the entire fly-brain narrative? If dozens of copycats appear but people still think of robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 first whenever someone says “fly brain coin,” then it has built a form of attention moat At that point, copycats can almost become free marketing for the original That’s what could turn this from a runner that lasts a few days into a narrative with a much longer lifespan 7. What does the risk/reward look like here? This is where I start getting more cautious The narrative is strong, but the narrative premium is no longer cheap At $25–30M, the market has already priced in the research, viral clips, the pmarca follow, and some expectation that robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 will become the main runner of this narrative At the same time, the token doesn’t yet have enough utility/value accrual to create a clear valuation floor, liquidity still needs to be watched, copycats are appearing, and attention on Robinhood Chain rotates extremely quickly There’s another risk that I think could easily become FUD later : A connectome is not the same thing as a conscious brain If the market starts telling the story as “a living fly brain autonomously launching and trading coins,” expectations will move far beyond what the product actually does When the chart is green, nobody cares When the chart gets weak, things like human assistance, scripting, and the limitations of the simulation can quickly get turned into FUD So from here, I want to see whether the team keeps shipping real experiments or just keeps recycling Google + pmarca to maintain attention 8. My chart view and plan On the chart, robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 made an almost vertical expansion to over $50M MC, before correcting roughly 40–50% back into the mid-$20M range Personally, I don’t like chasing around $25–30M after a move like that If buyers continue absorbing supply, volume resets, and price reclaims $30M+, I’d view the structure as much healthier If it corrects further, $18–22M is the first area where I’d start watching closely The $12–15M range becomes more attractive from a risk/reward perspective if the narrative is still alive and robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 remains the main runner But I’m not trading an entry based on MC alone If it’s at $15M but volume is dead, the official account stops shipping, and attention has moved somewhere else, then $15M is still expensive On the other hand, if the team ships a strong new catalyst and the market reclaims structure, I don’t necessarily need to wait for an exact number either What I’m watching is : Price + volume + attention + what the team is actually shipping If volume collapses, holder growth stalls, the team stops building, robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 loses its main-runner position to a copycat, or the entire Robinhood meta rotates elsewhere, my thesis changes very quickly 9. Final thoughts If I’m rating the idea/narrative alone, I’d rate robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 pretty highly Not simply because “AI + crypto” sounds good The sequence is what makes it interesting : Science happened first => the internet made it viral => the token appeared afterward to capture the attention I like that structure much more than launching a token first and then paying KOLs to manufacture lore around it But robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 is not a hidden gem anymore It has already made a huge move, ATH was above $50M, CT has discovered it, and most of the obvious catalysts have already happened So the bull case from here has to come from something new That could be the olfactory feature, a new demo, more convincing web/onchain interactions, another science/media wave, or ideally robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 establishing itself as the default ticker for the fly-brain narrative If those things continue getting validated, I think a second leg is absolutely possible But if the team stops shipping and the official account just keeps recycling the Google + pmarca story while volume starts bleeding, I’m not going to marry the bag just because the original idea was good TL;DR : I’m bullish on the robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 narrative, but at the current valuation I’m not interested in FOMO it From here, I’m not watching the catalysts that already pumped the chart I’m watching what the team ships next that gives the market a reason to talk about robinhood:0x4eb990547bce4a982432ca88cf5fae7eed1a2d35 all over again 0x4Eb990547BCe4a982432CA88Cf5fae7EED1A2d35

10,000 where do i start - because this number means so much, and yet so little throughout my 20s, i did not have any social media presence whatsoever back in january 2023, i first became aware of indie hacking, build in public, etc when a common friend introduced me to @sobedominik this eventually, while doing freelance, made me start being active here on X, building ugly ass software products no one wanted it was soon after that i met my cofounder @fekdaoui, having a call with him & trying to license one of his products for the german market and this short call eventually morphed into @genviral_ & a partnership that's hopefully lasting many years to come meanwhile, being active on X has enabled me to meet so many other incredible people, ranging from the hacker house we did in bangkok all the way to the countless people i get to interact with on a daily basis yet, i would remiss to say that it hasn't also been a very challenging period being a founder, let alone in a competitive field such as social media, has forced me to be crazy active on almost every platform this comes with its own set of challenges, such as constantly being bombared by other peoples' successes (and inevitably comparing yourself to those), negative comments, and so forth i'm honestly still struggling every day in striking a healthy balance and finding joy in all of this what i guess i'm trying to say is that if you're just starting out, don't see having a big following as the end all, be all and instead, try to use it for what i hopefully get to do for many years to come: meeting incredible people <3

17 things i wish i knew when i started trading: - anyone selling you a trading course is lying to you. great traders make money trading, not from selling webinars. - understand the difference between investments and trades. investments are made without a sell target. trades are made with targets. - to determine if something is an investment or a trade, ask yourself if you could stomach a 50% drawdown. if the answer is no, it's a trade. - most investments should be entered via dollar cost averages. most trades should be entered via limit orders.** - the right number of crypto investments you should have is probably 3-5. - the right number of crypto trades to have on at the same time is probably 2-10. - read the book “trading in the zone” as soon as possible. it focuses largely on the psychological aspects of trading, which just happen to be the most important aspects. - the market gives new opportunities literally every day. overtrading is the #1# cause of bad returns for half-decent traders. don't force it. - don’t buy vamps or derivative tokens until you really know what you’re doing. you will lose money. - if @akshaybd tells you to buy something, just fucking buy it. (learned this one the hard way) - liquidity matters. owning $50k of a token with $50k in liquidity means you own much less than $50k of that token. - seek out safe yield aggressively. keep idle stables in yield bearing stablecoins to juice your returns.** - sell investments when your mental model of the world is changed. sell trades anytime. - "no one ever went broke taking profits" should be tattooed on your forearm. it is the only cure to the inevitable greed that will otherwise ruin you. - if you can’t go a few hours without checking a trade, you’ve made the trade too big. reduce your size until you can go 6 hours without looking at it. - keep 10% of your crypto portfolio in a separate degen wallet. use it to get all the gambling out of your system. give yourself permission to lose it all, as long as you don’t fuck up the 90%.** - trailing stop losses protect you from trades going south on you. smart traders use them for a reason.** ** means you can do it on @jupiterexchange what else did I miss?