Might retweet random things in @dcv_capital
Somewhere
Joined October 2021
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aribma retweeted
Had some recently ask what they should read to become a better investor.
Highly recommend reading BRK-A shareholder letters +/- 1 year around a significant crash.
berkshirehathaway.com/letter…
aribma retweeted
cope. seethe. rage
Welcome to the finale
I partnered with the Wall Street Journal to release this article
Probably the single worst hit piece ever written about @Kalshi
Guess people will think twice before insulting me in public again
wsj.com/finance/currencies/5…
aribma retweeted
I alluded to big things happening this week, and it is time to tell you what.
@AlchemixFi is launching on @base later this week.
I'm particularly excited about this deployment, which I have detailed why in the article posted in the 2nd tweet of this 🧵
👇
1/11
aribma retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
aribma retweeted
As reported by @ZachXBT, Revolut exposed personally identifiable information (PII) of some of their customers, because they fell for a fraudulent government request and has been sending out emails to customers since yesterday, saying:
"Exposed data included:
-Copy of passport and/or driver's licence, plus the verification selfie
-Account statements, IBAN, withdrawal records, and full transaction history including Bitcoin
-Full name, date of birth, occupation
-Home address, email, phone number"
But sure, KYC is there for our protection and fighting crime..
Meanwhile, Revolut has @ZachXBT blocked on X.
Source: ZachXBT Investigations TG (t.me/investigations)
aribma retweeted
We're publishing our most detailed threat intelligence report to date.
It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them.
We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies.
These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve.
We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop.
Read the report: anthropic.com/threat-intelli…
aribma retweeted
税務署「この100万円相当のUSDC、誰に送ったんですか？」
オレ「0x7A3F91B2C8D4E6F0123456789ABCDEF0 から 0xB82D47A1E903CF56123456789ABCDEF0 へ移動しています」
税務署「誰に送ったの？」
オレ「わたしです」
税務署「なんで自分に送ったの？」
オレ「ウォレットを変更するためです」
税務署「それは分かってる。なんで変えたの？」
オレ「管理場所を変更したかったためです」
税務署「なんで変更したかったの？」
オレ「念のためです」
税務署「念のためとは？」
オレ「秘密鍵の管理を分散して、セキュリティリスクを下げるためです」
税務署「そういうのを聞きたいわけじゃない」
オレ「では何を聞きたいのでしょうか」
税務署「なんで自分に送ったの？」
オレ「自分のお金を自分の別のウォレットに移したかったからです」
税務署「なんでさっきと回答が違うの？」
オレ「同じことを違う粒度で説明しています」
税務署「粒度？」
オレ「もういいです。疲れました」
税務署「なんで疲れたの？」
オレ「話が長いからです」
税務署「では簡単に聞きます。取引履歴はどこにあるの？」
オレ「ブロックチェーン上にあります」
税務署「ブロックチェーンはどこにあるの？」
オレ「世界中です」
税務署「世界中のどこ？」
オレ「ノードです」
税務署「ノードはどこにあるの？」
オレ「あちこちです」
税務署「あちこちってなに？」
オレ「例えばビットコインなら世界中に多数のノードがあって、同じ台帳を保持しています」
税務署「じゃああなたの100万円も世界中に分散してるの？」
オレ「違います」
税務署「今、分散してるって言ったよね？」
オレ「分散しているのは台帳です」
税務署「台帳に100万円あるんでしょ？」
オレ「100万円が置いてあるわけではありません」
税務署「じゃあどこに100万円があるの？」
オレ「どこにもありません」
税務署「？？？」
オレ「正確には、ブロックチェーン上の状態として、私のアドレスがその数量のUSDCを保有しているという記録があります」
税務署「何を言ってるの？」
オレ「ブロックチェーン技術の説明です」
税務署「じゃあその100万円は誰が持ってるの？」
オレ「わたしです」
税務署「どこに持ってるの？」
オレ「ウォレットです」
税務署「ウォレットはどこにあるの？」
オレ「秘密鍵なら手元にあります」
税務署「じゃあその中に100万円が入ってるの？」
オレ「入ってません」
税務署「さっきウォレットにあるって言ったよね？」
オレ「一般向けに説明するとそうなります」
税務署「私は一般向けなの？」
オレ「今のところは」
税務署「では、この送金先の住所を教えてください」
オレ「0xB82D47A1E903CF56123456789ABCDEF0 です」
税務署「住所を聞いてるんです」
オレ「はい。0xB82D47A1E903CF56123456789ABCDEF0 です」
税務署「だから、住所です」
オレ「ですから、それが住所です」
税務署「東京都とか埼玉県とか、そういう住所です」
オレ「それは私の住所です」
税務署「だから送金先の住所です」
オレ「だから0xB82D47A1E903CF56123456789ABCDEF0です」
税務署「そこには誰が住んでるの？」
オレ「誰も住んでません」
税務署「誰も住んでない住所に100万円送ったの？」
オレ「はい」
税務署「なんで？」
オレ「さっきも言いましたよね？」
aribma retweeted
Public access is live:
• Browser (no code): alphagenome.google/atlas
• API / notebooks: github.com/google-deepmind/a…
Research use only
aribma retweeted
We have some difficult news to share. Unfortunately, one of our shipping providers has experienced a data breach that exposed sensitive order data. This affects new customers in the US, UK, Sweden, Colombia, Brazil, Italy, and Portugal who received an order within the 90 days prior to August 8th, 2026.
The data exposed:
- Full names
- Shipping addresses
- Phone numbers
- Email addresses
The incident affects 11,742 customers with full exposure (name, email, phone number, shipping address) and 1,947 customers with partial exposure (name, city, email). The breach is limited due to Trezor’s strict 90-day data storage policy (we were also able to negotiate the same terms with fulfillment partners, who follow the same policy).
All affected customers have been contacted separately by email.
Our systems and devices remain secure, but affected customers could experience an increase in phishing attempts.
NEVER enter your wallet backup on a website or share it with anyone, and only check for updates on official Trezor channels.
We are deeply sorry to the community and those affected.
We are investigating this situation and will post updates on our blog:
trezor.io/blog/news/recent-c…
aribma retweeted
Dear BitMEX Users,
Today, we share with a very heavy heart that BitMEX exchange will shut down its operations, effective 23 September 2026 at 04:00:00 UTC.
The owner and operator of BitMEX, HDR Global Trading Limited, has made the difficult decision to close operations following a strategic review of the business.
It may not look the same today, but we are proud of our 11+ year legacy and the role we played in shaping the crypto industry. We invented the 100x leverage perpetual swap, which for most of you, was the first step to your crypto trading journey. It is now the most traded financial product in the crypto industry, adopted by thousands of users and exchanges. And we remain proud of our robust security infrastructure, which has allowed us to maintain a flawless track record of 0 customer funds lost to hacks in our entire operating history.
We want to reassure you that your assets remain fully safe and under your control during this transition period. This announcement is just to give enough time to ensure a smooth withdrawal process for everyone.
From today we strongly encourage all users to close their positions and withdraw their funds as soon as convenient. For more details on the full process, please read our blog: bitmex.com/blog/bitmex-closu…
BitMEX was once home to some of the greatest traders today. Our team has dedicated tremendous effort and passion into building the platform into what it is, and we are glad to have reached some of you during your time with us. To everyone who has traded, supported, and grown alongside us - thank you for your trust over the last 11 years.
The BitMEX Team
aribma retweeted
Kelp rsETH exploit is terrible due to extensive DeFi integrations.
Not sure how big the exposure is yet but:
- Aave V3: Markets already frozen
- SparkLend: Also froze the rsETH market
- Lido Earn via Mellow strategy meta-vault. I think it was a leveraged market
- Fluid: Frozen market
- Compound
- Euler
- Upshift: Paused High Growth ETH and Kelp Gain vaults
- Pendle PT YT tokens
- Some Beefy strategies. Yearn?
I suppose LayerZero is probably affected too, as rsETH were bridged from L2s, so I wonder if those rsETH on L2s aren't worthless right now.
The situation is still developing, so I don't want to FUD any protocol, but it seems there are not many places to hide in DeFi.
aribma retweeted
Pump and dump activity for $RAVE originated on @bitget @binance @Gate
Call to action for both @heyibinance @GracyBitget to do better and launch internal investigation offboarding the responsible actors.
Offering up to $10K bounty of my personal funds for whistleblowers to come forward privately to share evidence about parties involved
We cannot allow this blatant market manipulation by insiders controlling >90% RAVE support to further extract from retail investors.
