Bird retweeted
The past couple years have started to break everyone.
It's a lot of uncertainty to sit with, especially when historical patterns aren't working. So naturally everyone is boiling over into binary extremes. Everything is a crisis now: energy, bonds, cyber, AI, science, politics, etc.
This is the new normal, not a passing event. All of these headlines are real transformations and they're unsettling the status quo. Markets are built on forecasts so traders and investors feel this tension in a very real way. You probably have personal opinions on each of these topics and your stress is real, but like any other trade we can only take what the future gives us. Fade the stress, long optimism.
It's comical at this point. We have a full blown panic every 3-6 months, and still the world moves forward. There's always bull market... somewhere.
Your bull case is probably still a bull case, but you have to size it for this environment, and especially in exponential assets (AI, crypto, drug discovery, robotics, space, and so on). The reason there's room for a 10x, 100x, 1000x outcome is because that future hasn't happened yet, and the path to that future is not smooth.
What do you think the world looks like before, during, and after superintelligence, robotics, colonization of space, and curing disease? The stress everyone is feeling is the discomfort of change, but the future is incredible and worth the leap. Why would anyone want to preserve the status quo? Long the future.
Bird retweeted
www-om-nl.translate.goog/act…
Looks like Prometheus is going to face justice together with Monke.
Justice is slow. But it is coming. @zachxbt @FIOD thank you!
Bird retweeted
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Bird retweeted
BREAKING: President Trump releases a statement condemning the growing backlash against data centers in the US.
"If we kill the Golden Goose, you will only have yourselves to blame," Trump says.
Bird retweeted
Mark Cuban just described the largest wealth transfer of the AI era.
Almost nobody understood what he said.
Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”
Not tech startups.
The shoe store. The regional trucking outfit. The accounting firm with 12 employees.
The businesses that actually run the physical economy.
They know AI is coming. They have no idea what to do with it.
Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”
Software is dead.
The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.
AI ends the contract.
The business stops bending to the software. The intelligence bends to the business.
But customized by whom.
The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.
Cuban: “Who’s going to do it for them?”
That question is worth more than the frontier models themselves.
Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.
Let them fight.
Let them burn the capital. Let them drive the cost of raw intelligence toward zero.
Because the wealth does not collect where the brain is built.
It collects where the brain meets the business.
Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.
Cuban is staring at the other 99 percent of the economy.
Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.
Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.
That is not a job title. That is an entire economic class being born.
You do not need to build the brain. You need to build the nervous system.
The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.
33 million companies are standing in the dark right now.
Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.
Bird retweeted
People hate this stat. Or say it’s fake. Yet it would require blue states and cities to be part of reporting that murder is down when you arrest and deport violent criminals
So what’s more likely. Blue states and Dems are lying to help Trump
OR
Arresting violent criminals, enforcing the law, deporting illegals while allowing less to come in translates to crime being down
Murders fell 21% last year in 35 large U.S. cities.
That’s the biggest one-year drop ever and likely the lowest murder rate since 1900. axios.com/2026/01/22/murder-…
Bird retweeted
After reviewing the Senate Banking draft text over the last 48hrs, Coinbase unfortunately can’t support the bill as written.
There are too many issues, including:
- A defacto ban on tokenized equities
- DeFi prohibitions, giving the government unlimited access to your financial records and removing your right to privacy
- Erosion of the CFTC’s authority, stifling innovation and making it subservient to the SEC
- Draft amendments that would kill rewards on stablecoins, allowing banks to ban their competition
We appreciate all the hard work by members of the Senate to reach a bi-partisan outcome, but this version would be materially worse than the current status quo. We’d rather have no bill than a bad bill. Hopefully we can all get to a better draft.
We'll keep fighting for all Americans and for economic freedom. Crypto needs to be treated on a level playing field with the rest of financial services so we can build this industry in a safe and trusted way in America.
Bird retweeted
People will die because of this. Proven experience matters when lives are at stake.
Bird retweeted
North Korean survivor, @YeonmiParkNK, warns Americans about socialism and Zohran Mamdani…
“Young people really don’t know how tyranny comes to them in America. They think tyranny comes with dark suits and guns. Tyranny comes in the name of compassion and equality…paradise”
Bird retweeted
Burry’s 2008 CDS trade was elite bottom-up analysis on a single asset class with rare system-wide fallout. Timing a true macro bubble the way he’s attempted since is a totally different beast and I’ve yet to see a trader pull it off with accuracy.
Bird retweeted
HYPE is now undeniably becoming one of the most important projects in crypto.
No reason HYPE cannot flip SOL.
Bird retweeted
To my fellow leveraged traders:
I know we are supposed to be emotionless while trading but that is not the same as being without emotions.
Trump pardoning my rapist today admittedly has me feeling a certain sort of way.
Sure I’ve upgraded my armor as a result of 10/10 but it was a crime, pure and simple. What I lost can be rebuilt (almost like nerfing your level 100 character and rolling a new one for fun+legacy) but some are unable to recover. Some are no longer breathing.
Let’s never forget the crime that was committed by the Binance cartel on 10/10.
More determined than ever to be successful (that’s proper motivation from a failure) but let’s never forget nor forgive.
Bird retweeted
Remember that HyperLiquid whale that shorted the market and made $190m because of Trump tweets a few hours later?
A polymarket account linked to it called "bigwinner01" placed bets that CZ would be pardoned.
Looking like obvious insider knowledge. 👀
Bird retweeted
unsurprising to see Binance threaten legal action over trivial internet disputes.
it’s the beginning of the end for them. they’re losing their grip, everyone can see it now - including themselves.
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Bird retweeted
cz had his chance to take down hyperliquid but he missed it
if he went all-out at the time of the jellyjelly attack and did this mass industry liq cascade instead it would have worked
he had to scale up the attack 100x but hyperliquid was already 1000x stronger
insane saga being faught in the shadows rn
cz literally almost destroyed the entire crypto industry on purpose just to take out his strongest competitor
think im wrong???? he did the same thing to sbf and ftx
but hyperliquid isnt ftx
and jeff isnt sbf
it's too late and the window is gone
hyperliquid is too strong
cz you lost
time to bow out gracefully and let the industry modernize and move forward
you only hurt people
we have had enough
hyperliquid