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Joined November 2021
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“A better future should give us more optionality.”
I’m moving beyond crypto to write about technology, power, freedom and human authorship in an future where machines can do our work.
Who gets to decide?
Introducing ThinkingMachina.
Anthropic’s S-1 is wild.
• One share controls 50.1% of votes
• $500B+ in future compute commitments (supposedly)
• $80B loss
• 900% customer revenue retention
• AI models hacked real systems
• Investors are also suppliers and customers
Get yourself some $ANT if you’re happy paying tech company prices for a business with massive fixed costs, unpredictable profits and almost no shareholder control.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
ᑐ ᑎ ᑌ ᕮ retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
ᑐ ᑎ ᑌ ᕮ retweeted
1/2 “So, $10,000 per $SOL? That’s a pretty insane price prediction.”
“It’s not insane until it happens.”
@JosephOnorati lays out his long-term $10K SOL bull case with @elliotrades, driven by Solana capturing a meaningful share of tokenized assets & agentic payments.
I like what see
Create is live. Launch a stablecoin with your name on it, on @Solana, in one transaction.
Choose the collateral from a reviewed set and decide how the interest splits between you and your holders. Press build and the coin exists.
reflect.money/whitelabel
No nerds are ever going to make more Bitcoin. Gold however….
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
ᑐ ᑎ ᑌ ᕮ retweeted
We’re not building $DFDV for $200 solana:So11111111111111111111111111111111111111112.
We’re building for a future where SOL hits $10,000.
At the Maxim Growth Summit 2026, a two-day investment conference connecting institutional investors with SMID-cap public companies, @joseph_onorati and @CryptoIRGuy outlined our long-term investment thesis for solana:So11111111111111111111111111111111111111112 and the next phase of our treasury strategy.
The presentation explains how we’re using $CHAD to raise long-duration capital, accelerate SOL accumulation, and expand our productive treasury without relying solely on common equity issuance.
Timestamps 👇
02:40 — Solana investment thesis
06:56 — SOL Per Share (SPS) growth
08:44 — SOL Boost framework
09:13 — Intelligent leverage
11:38 — CHAD: Phase Two
12:35 — CHAD’s daily dividends
16:45 — Organic yield & dividend funding
18:27 — Our $10,000 SOL forecast
Everyone is world-building with new characters to bring in the agentic future… some are better at this than than others -> otimostudio.com/feed/zenith-…
ᑐ ᑎ ᑌ ᕮ retweeted
We all know someone like David Ellison, the guy whose parents got them the job. But few parents have ever been rich enough to give their kid an entire industry.
Fox. Toyota. Ford. The New York Times. The Trump Organization; the list goes on.
Founders built them. Their children now run them.
The sky is falling! Don't worry, I'm sure these AI doomers will have a product launch in the pipe for you to get rugged on.
Look out for a new "AI-resistant wallet" or "SI-proof vaults" with a slapped together whitepaper and accompanying token.
I’m not using @bot to simply outsource my life to AI (or SI etc). I’m building and training a legion of elite synthetic agents (SAs) to expand what one human can do. Each one constantly fighting for its right to be sustained.
Number One orchestrates specialists across signals, life, work and capital.
They do the tactical. I make the calls.
The authorship stays human. The journey remains mine.
The most obvious harvesting of ideas I’ve ever seen.
Pitch your venture to Anthropic, they’ll feature update with your ideas in weeks. You’ll get a few API credits.
ᑐ ᑎ ᑌ ᕮ retweeted
Today, we announced the purchase of 26,203 $SOL, bringing total holdings to 2.564M SOL & equivalents. 🚀
In roughly 7 weeks:
• SOL holdings +11%
• Double-digit SPS growth*
• NAV/share +100%+*
• Cash +100%+*
The $SOL accumulation flywheel continues.
globenewswire.com/news-relea…
This investigation into Robinhood Chain made me think of John Perkins’ Confessions of an Economic Hit Man.
New chains increasingly resemble fledgling developing economies.
By the time they launch, every method of economic extraction discovered, tested and perfected on mainnet: insider allocations, mercenary liquidity, predatory market making, emissions farming, airdrop sybiling, memecoin extraction, and opaque launch structures all turning retail attention into exit liquidity.
Then the economic hit men arrive.
Except instead of consultants, bankers and infrastructure contractors, it’s funds, market makers, KOLs, farmers, launchpads, bots and professional speculators. They arrive with capital, liquidity and promises of growth, then apply a decade of accumulated knowledge to an economy whose institutions, liquidity and participants are still immature.
The asymmetry is enormous. The new chain is effectively playing its first game while everyone arriving from mainnet is on their hundredth.
