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Manus, the new AI product that everyone's talking about, is worth the hype.
This is the AI agent we were promised.
Deep Research+Operator+Computer Use+Lovable+memory.
Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!
The company is based in China / Singapore. Founder says it uses Claude Sonnet 3.5 for execution and a special post-trained Qwen for planning.
Yichao, the founder, tells me "agentic capabilities might be more of an alignment problem rather than a foundational capability issue."
Agentic wave is coming
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This is the AI agent we were promised.
Deep Research+Operator+Computer Use+Lovable+memory.
Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!
The company is based in China / Singapore. Founder says it uses Claude Sonnet 3.5 for execution and a special post-trained Qwen for planning.
Yichao, the founder, tells me "agentic capabilities might be more of an alignment problem rather than a foundational capability issue."
Agentic wave is coming
🄾🄼🄿🄾🅂🅃🄸🄽🄶
👀12🔥2
DoomPosting
Next stop $67k? -21% = $86,373 (upper line) -38% = $67,787 (lower line) Currently: -23% To the technical analysis bros credit — that was a super clear double top thing F 🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
Currently:
Next stop -38% = $67k? (Lower diagonal line)
Or stop earlier at -31% = 75k-76k? (Orange line)
-38% was repeatedly hit during the last real bull run, can’t yet rule out the same this time
— This is despite the clear general decrease in volatility of $BTC over time, which would suggest we should be hitting some smaller pullback fractions this time
Would say if the macro crash deepens, it DOES feel possible that tradfi crashes “hard" but $BTC “only” crashes -38% during a brief pullback — the multiples on some of the top stocks looking much more questionable, much more rare, than $BTCs current position
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((77_404 - 109_334) / 109_334) * 100 = -29.2%Next stop -38% = $67k? (Lower diagonal line)
Or stop earlier at -31% = 75k-76k? (Orange line)
-38% was repeatedly hit during the last real bull run, can’t yet rule out the same this time
— This is despite the clear general decrease in volatility of $BTC over time, which would suggest we should be hitting some smaller pullback fractions this time
Would say if the macro crash deepens, it DOES feel possible that tradfi crashes “hard" but $BTC “only” crashes -38% during a brief pullback — the multiples on some of the top stocks looking much more questionable, much more rare, than $BTCs current position
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👀6
DoomPosting
FWIW -38% = $67k, Would be ~at the intersection of the red line and blue diagonal line 🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
BitMEX founder Arthur Hayes said that BTC may bottom out at around $70,000, a 36% correction from its all-time high of $110,000, which is normal for a bull market. Earlier, Arthur Hayes predicted that Bitcoin would first fall to 70,000 to 75,000, and then rise to 250,000 by the end of the year, and in the long term it would reach $1 million.
— In line with my ~-38% estimate
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— In line with my ~-38% estimate
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👀7
Think it’s a good idea to copy-trade accounts with high win rates?
Take a look at the win rates of confirmed ruggers on GMGN
= 100%, every time
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Take a look at the win rates of confirmed ruggers on GMGN
= 100%, every time
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💯4
According to DefiLlama data, there are two on-chain liquidation points for MakerDAO on the Ethereum network, set at $1,792 (approximately $110 million) and $1,830 (approximately $120 million).
Liquidations data
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Liquidations data
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👀2
The RWA protocol Anzen’s stablecoin USDZ, backed by Circle Ventures, has been struggling with depegging and high volatility, now trading at $0.9534
$USDZ has a $120M supply, backed by $122M in reserves, but only 5.27% is held in cash and cash equivalents
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$USDZ has a $120M supply, backed by $122M in reserves, but only 5.27% is held in cash and cash equivalents
🄳🄾🄾🄼🄿🄾🅂🅃🄸🄽🄶
👀5😨3