So, what do you do when you run out of GitHub Actions minutes? Is it worth to self host CI/CD?
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Auph retweeted
We've finally made it to November... holy crap October was brutal.
Per Morgan Stanley data, the recent hedge fund de-grossing was the highest in the past 10 years.
Exceeding the:
- 2016 Chinese stock market crash
- 2018 Volmageddon
- March 2020 COVID crash
- 2021 Archegos collapse / Evergrande crisis
- 2022 bear market
Goldman's prime brokerage desk reported on the 26th that it had also seen ~$20B of selling over 2 weeks vs. $23 billion during July's entire unwind.
From $HOOD short interest data, from Sept -> Oct short float also increased from:
$AAOI: 12.5% -> 19.84%+
$AEVA: 11% -> 25.64%+
$CBRS: 12.25% -> 20.12%+
$AEHR: 14.33% -> 17.93%+
$TSEM: 2.15% -> 4.73%+
$CIFR: 19.94% -> 25.39%+
$LWLG: 15.24% ->19.12%+
$OKLO: 17.72% ->22.93%+
$CRWV: 17.91% ->26.58%+
Substantial deleveraging coinciding with surging short interest, kinda looks like a July setup after Midterms?
The recent rotation also kinda pushed names like $CRWD and cybersecurity to bubble valuations into hundreds of fwd P/E...
Earnings on many AI capex + bottlenecks (not all like $INTC) looked strong:
eg. $AXTI guided annualized Q4 = 23.7x P/E now, not including potential InP substrate hikes + capacity expansion that can compress it to single digits.
- $SKHY (~$59B operating profit) casually making more than trillion dollar companies like Amazon ($28.1B operating profit), backed with 5Y LTAs.
- No signs of $MSFT / $AMZN materially cutting capex, while $SPCX secures $40B more for GPU procurement.
Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between.
Seems like the posts were taken down due to legal reasons, and they’ve now made it explicit that it’s subject to regulatory approvals.
Well, it will be approved.
Higher.
Hyperliquid.
ICE and Trade[XYZ] plan to bring Hyperliquid-based perps to the U.S.
Subject to regulatory approvals, ICE will operate U.S. regulated versions of Trade[XYZ]’s markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid.
The new venue will operate separately to ICE’s institutional futures franchise and offer a trading experience designed for retail participation.
Once live, U.S. traders will be able to trade 24/7 across a range of assets spanning the macro complex including:
*Crypto
*Equities
*Indices
*Commodities
*Forex
Read more: spr.ly/6010BHq9X8
Users will access the platform through U.S.-regulated FCMs performing KYC/AML screening, including ICE's joint venture with OKX.
ICE and Trade[XYZ] will seek approvals to launch a new market built on Hyperliquid to operate KYC-compliant perp markets, including regulatory approvals to support leveraged trading.
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Auph retweeted
ICE and Trade[XYZ] plan to bring Hyperliquid-based perps to the U.S.
Subject to regulatory approvals, ICE will operate U.S. regulated versions of Trade[XYZ]’s markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid.
The new venue will operate separately to ICE’s institutional futures franchise and offer a trading experience designed for retail participation.
Once live, U.S. traders will be able to trade 24/7 across a range of assets spanning the macro complex including:
*Crypto
*Equities
*Indices
*Commodities
*Forex
Read more: spr.ly/6010BHq9X8
Users will access the platform through U.S.-regulated FCMs performing KYC/AML screening, including ICE's joint venture with OKX.
ICE and Trade[XYZ] will seek approvals to launch a new market built on Hyperliquid to operate KYC-compliant perp markets, including regulatory approvals to support leveraged trading.
Auph retweeted
Everyday is Zeroday
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
Auph retweeted
asdkfjhasdklfjhasdkjfhaksdjfhalskdjfhalsdkjfhalksdfjhasdkjfhalskdjfhaslkdjfhalsdkjfhalsdkjfhaskldjfhalsdkjfhalskdjfhasldkjfhalsdkjfhalskdkfjashdflkjasdhflkjasdhflkajsdharrykaneeeeeeeeeeeeeeeeeeeeeeee
Auph retweeted
THE CEASEFIRE HAS COMMENCED
The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.
Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.
General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.
Fucking bullish.
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts.
HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
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Auph retweeted
The world’s most accomplished tech founders and business leaders are betting hundreds of billions on AI with extraordinary conviction. Meanwhile much of the investing world thinks they’re making a massive mistake. The irony is hard to ignore. An investment industry where very few have historically managed to beat a passive index is now questioning the judgment of the people building the technology and running the businesses that will put it to work. Maybe the investors are right. Maybe the builders are. But I can’t remember a time when the stakes were this high and the two sides saw the future so differently.
Never too late
app.txflow.com/r/RL7BQQ492H
Season 1, Epoch 1.
1,250,000 points have been distributed across 5,858 accounts this week.
As a reminder, Season 0 rewards will be distributed by Oct 27.
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Auph retweeted
Introducing fable 5.5
Wait?? WHAT?!
New on our Science Blog: designing protein binders against scorpion neurotoxins.
Scorpions sting about 1.2m people every year, and antivenoms are often costly or in short supply. Claude has made an early step toward finding new treatments.
anthropic.com/research/claud…
Spoke with the founders and some existing investors of a startup today as part of my due diligence for a potential investment. I came away feeling heartened by the grit, passion and hunger to build something meaningful.
It reminded me of my early days raising funds. Sitting on the other side of the table, explaining what I was building and hoping someone would see the potential I saw. Some understood it. Others didn’t, and you had to pick yourself up and keep going.
Finding investors who believe in you and connect with your vision isn’t easy. You might speak to ten and find only one or two who really get what you’re trying to do. When you’ve put so much into something, that belief means a lot.
What stood out today was hearing the founders and their existing investors speak about the product’s vision. Hearing why the investors chose to back them, alongside the founders’ ambitions, gave me a better appreciation of the relationship they had built and the trust behind it.
For fellow builders, keep that hunger. Stay close to your purpose, be honest with the people who have backed you, and never stop listening to your customers. Raising funds is a milestone, but what you do afterwards is how you earn that trust over time.
It’s hard to find the right investors, and much easier to lose their confidence. There are many founders still trying to get that first chance, so when you find people willing to take the journey with you, don’t take it for granted.
Glad to have had these conversations today. It brought back a lot of memories and reminded me why I’ve always enjoyed building, and being around people who build.
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The Mac mini connection is where the Dots idea gets especially interesting.
A connected machine could give the orchestrator somewhere to execute work against an actual environment: a repository, local files, installed tools, and scripts.
One workflow I’d want:
“Investigate why this build is failing and prepare a fix.”
Dots could coordinate the investigation, assign the coding work, and have the Mac run the build and tests. Then return the proposed changes, the results, and anything that still needs attention.
Cloud models could provide the reasoning while the Mac handles local execution. The models wouldn’t all need to run on the Mac itself.
I’d want scoped access, visible activity, and approval before consequential actions.
What would you connect first: your coding environment, research workflow, or business operations?
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