Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @GearoidReidy: ๐จ๐ฏ๐ต BREAKING: NHK exit poll shows a landslide for Takaichi's LDP.
The party is expected to easily win a majority and could even get 300 seats by itself. https://t.co/vGDyq1empn
tweet
RT @GearoidReidy: ๐จ๐ฏ๐ต BREAKING: NHK exit poll shows a landslide for Takaichi's LDP.
The party is expected to easily win a majority and could even get 300 seats by itself. https://t.co/vGDyq1empn
tweet
Moon Dev
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value your time
if you try to run locally, you must rebuild all the tooling anthropic has already built
no ai company will ever catch up to anthropic because of the tooling, not just the ai
tweet
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont value your time
if you try to run locally, you must rebuild all the tooling anthropic has already built
no ai company will ever catch up to anthropic because of the tooling, not just the ai
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
the truth about openclaw nobody wants to say out loud.
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont valueโฆ
everyone saying running openclaw locally is the way is just lying at this point
look, they are all using claude to run the main system because its the only way to make it work
unless you dont valueโฆ
Michael Fritzell (Asian Century Stocks)
RT @firstadopter: No one knows. I remember when people thought 2025 would be the peak.
All we know is that thereโs still overwhelming demand for AI compute right now and not enough capacity.
tweet
RT @firstadopter: No one knows. I remember when people thought 2025 would be the peak.
All we know is that thereโs still overwhelming demand for AI compute right now and not enough capacity.
Feels like 26/27 will be peak hyperscaler capex for a while. We see. tweet
X (formerly Twitter)
Zay Capital (@cap_zay) on X
Feels like 26/27 will be peak hyperscaler capex for a while. We see.
Offshore
Video
God of Prompt
Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.
Now you just type a prompt.
@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:
> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser
No local installation. No environment setup. No timeline editing.
Product launches, explainer videos, promo clips... all from a text prompt.
This is what "vibe coding" looks like for video.
Now launched on beta.
Try it!
tweet
Michael Fritzell (Asian Century Stocks)
RT @gvancomp: @MikeFritzell @FairYii_kliew Boox is fantastic. Unlike remarkable you're not locked into their ecosystem.
tweet
RT @gvancomp: @MikeFritzell @FairYii_kliew Boox is fantastic. Unlike remarkable you're not locked into their ecosystem.
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: I just tested GPT-5.2, Gemini 3 Pro, KIMI 2.5, and Opus 4.6 in the AI Olympics.
One model crushed physics simulations that should be impossible without external libraries.
Here's what happened (prompts + video demos included) โ https://t.co/DhkC6MDshC
tweet
RT @godofprompt: I just tested GPT-5.2, Gemini 3 Pro, KIMI 2.5, and Opus 4.6 in the AI Olympics.
One model crushed physics simulations that should be impossible without external libraries.
Here's what happened (prompts + video demos included) โ https://t.co/DhkC6MDshC
tweet
Offshore
Photo
Lumida Wealth Management
Goldman says software today is like the newspaper at the end of 2000s - bound to be disrupted.
'AI-kills-SAAS' narratives have compressed valuations to all-time lows.
Software has now lost over 30% in 1Y despite double-digit earnings growth.
Last week, $IGV has had the 5th-worst 30D performance in its history.
But, there is light at the end of the tunnel.
Every time, IGV's ROC fell below -5% - it was materially higher in the next 6-12 months.
Read more: https://t.co/aIPxSPfj4h
tweet
Goldman says software today is like the newspaper at the end of 2000s - bound to be disrupted.
'AI-kills-SAAS' narratives have compressed valuations to all-time lows.
Software has now lost over 30% in 1Y despite double-digit earnings growth.
Last week, $IGV has had the 5th-worst 30D performance in its history.
But, there is light at the end of the tunnel.
Every time, IGV's ROC fell below -5% - it was materially higher in the next 6-12 months.
Read more: https://t.co/aIPxSPfj4h
tweet
Moon Dev
The Great Equalizer: How To Code A Trading Bot That Never Gets Liquidated
most traders treat the coingecko api like a simple price checker but the real money is hidden in the endpoints that nobody bothers to read. it is the difference between catching a trending coin before it moons and being the exit liquidity for someone who spent ten minutes writing a script. there is a specific way to structure these calls that bypasses the noise and gets you straight to the alpha and if you miss this one detail you will probably just end up with an empty csv file
if you think you need a degree in computer science to escape the liquidation cycle you have already lost the game before it started. i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. i spent hundreds of thousands on developers for apps in the past thinking i would not be able to code myself but now i know better
with bots you must iterate to success so i decided to learn live and now i have fully automated systems trading for me instead of getting liquidated. the scanner we are building here is designed to capture every hourly shift in market sentiment so we have a permanent record of what the crowd was chasing. i have noticed that tokens often trend for a few days before cooling off and then hitting a second much larger wave
by building a local database of these historical trends you can start to see patterns that the web interface simply cannot show you. most traders are looking at the same top ten list on the homepage while we are pulling the raw data directly from the v3 api. there is a secret way to filter for the absolute newest listings before they even hit the front page and i am going to show you how to tap into that stream
getting good at this is mostly just about being willing to read the documentation while everyone else is looking for a shortcut. most people see a rate limit error and give up but that is actually where the edge begins because the friction keeps the lazy traders out. once you find the categories endpoint you can begin searching for artificial intelligence or gaming tokens specifically which allows you to front run narrative shifts
narrative shifts are where the largest multipliers are found but you need to see the actual volume and not just wash trading data. the api allows us to pull specific market cap data and volume metrics that we can then clean using a pandas data frame. if you have never used pandas before it is essentially a spreadsheet on steroids that allows you to sort thousands of rows of data in a fraction of a second
i used to sit at my desk all day trying to find these new coins manually but now the script does the heavy lifting while i sleep. we can set up a function that looks specifically at the new coins page which is a gold mine for finding projects that have only been live for a few hours. capturing these right at the source is the goal because by the time they are trending on twitter the move is already halfway over
when we look at the nft section of the api we are looking for more than just floor prices because that data can be misleading. we need to see the unique holder count and how that number is changing over a twenty four hour period. if you see a collection where the floor is rising but the number of unique addresses is dropping it usually means a few whales are just trading back and forth to create fake hype
using the v3 api for nfts requires a specific endpoint path that is not always obvious if you are just glancing at the main docs. the trick is knowing how to handle the nested json data so you can actually perform math on the price changes. once you have the data in a human readable format like a csv file you can start to build logical filters that only alert you when specific criteria are met
if you are using the free tier of the api you are going to hit a wall very quickly unless you implement a smart time s[...]
The Great Equalizer: How To Code A Trading Bot That Never Gets Liquidated
most traders treat the coingecko api like a simple price checker but the real money is hidden in the endpoints that nobody bothers to read. it is the difference between catching a trending coin before it moons and being the exit liquidity for someone who spent ten minutes writing a script. there is a specific way to structure these calls that bypasses the noise and gets you straight to the alpha and if you miss this one detail you will probably just end up with an empty csv file
if you think you need a degree in computer science to escape the liquidation cycle you have already lost the game before it started. i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. i spent hundreds of thousands on developers for apps in the past thinking i would not be able to code myself but now i know better
with bots you must iterate to success so i decided to learn live and now i have fully automated systems trading for me instead of getting liquidated. the scanner we are building here is designed to capture every hourly shift in market sentiment so we have a permanent record of what the crowd was chasing. i have noticed that tokens often trend for a few days before cooling off and then hitting a second much larger wave
by building a local database of these historical trends you can start to see patterns that the web interface simply cannot show you. most traders are looking at the same top ten list on the homepage while we are pulling the raw data directly from the v3 api. there is a secret way to filter for the absolute newest listings before they even hit the front page and i am going to show you how to tap into that stream
getting good at this is mostly just about being willing to read the documentation while everyone else is looking for a shortcut. most people see a rate limit error and give up but that is actually where the edge begins because the friction keeps the lazy traders out. once you find the categories endpoint you can begin searching for artificial intelligence or gaming tokens specifically which allows you to front run narrative shifts
narrative shifts are where the largest multipliers are found but you need to see the actual volume and not just wash trading data. the api allows us to pull specific market cap data and volume metrics that we can then clean using a pandas data frame. if you have never used pandas before it is essentially a spreadsheet on steroids that allows you to sort thousands of rows of data in a fraction of a second
i used to sit at my desk all day trying to find these new coins manually but now the script does the heavy lifting while i sleep. we can set up a function that looks specifically at the new coins page which is a gold mine for finding projects that have only been live for a few hours. capturing these right at the source is the goal because by the time they are trending on twitter the move is already halfway over
when we look at the nft section of the api we are looking for more than just floor prices because that data can be misleading. we need to see the unique holder count and how that number is changing over a twenty four hour period. if you see a collection where the floor is rising but the number of unique addresses is dropping it usually means a few whales are just trading back and forth to create fake hype
using the v3 api for nfts requires a specific endpoint path that is not always obvious if you are just glancing at the main docs. the trick is knowing how to handle the nested json data so you can actually perform math on the price changes. once you have the data in a human readable format like a csv file you can start to build logical filters that only alert you when specific criteria are met
if you are using the free tier of the api you are going to hit a wall very quickly unless you implement a smart time s[...]
Offshore
Moon Dev The Great Equalizer: How To Code A Trading Bot That Never Gets Liquidated most traders treat the coingecko api like a simple price checker but the real money is hidden in the endpoints that nobody bothers to read. it is the difference between catchingโฆ
leep function. i prefer a two second delay between calls when i am scanning the top twenty collections just to stay under the radar and avoid being blacklisted. if you decide to upgrade to the paid tier you get access to exclusive market data endpoints that provide the kind of depth that professional firms use
the difference between the free and paid versions is basically the speed at which you can iterate and the number of calls you can make per minute. for a beginner the free tier is more than enough to learn the logic and build a basic scanner that runs once an hour. there is a way to bridge this data into a custom dashboard that sends you alerts the moment a specific metric hits a trigger point
building these systems is not about being a genius it is about being consistent and willing to fix the small errors that pop up during the build. i spent part of my day just trying to figure out why my nft data was printing every third line instead of a clean list. that is the reality of coding and automation but once it is fixed the bot works for you forever without complaining or getting tired
automation is the only way to remove the human error that leads to liquidations and blown accounts. i am not a financial advisor but i am a guy who found out that code is the only way to survive the volatility of these markets. once you have your scanner running you can spend your time thinking about strategy instead of staring at candles and wondering if you should click buy
the reason i share everything live is because i want to show that anyone can do this if they are willing to put in the time. i am constantly building new scanners and refining my bots because the market is always evolving. if you can master the coingecko api you have a massive advantage over ninety nine percent of the people trading right now who are just guessing based on memes
it takes effort to move from a manual trader to an automated one but the freedom it provides is worth every hour of frustration. you don't need to spend thousands on developers when you can learn to build these tools yourself and keep all the alpha. the goal is to have a fully automated system that finds the opportunities for you so you can focus on the big picture and stop being a slave to the screen
tweet
the difference between the free and paid versions is basically the speed at which you can iterate and the number of calls you can make per minute. for a beginner the free tier is more than enough to learn the logic and build a basic scanner that runs once an hour. there is a way to bridge this data into a custom dashboard that sends you alerts the moment a specific metric hits a trigger point
building these systems is not about being a genius it is about being consistent and willing to fix the small errors that pop up during the build. i spent part of my day just trying to figure out why my nft data was printing every third line instead of a clean list. that is the reality of coding and automation but once it is fixed the bot works for you forever without complaining or getting tired
automation is the only way to remove the human error that leads to liquidations and blown accounts. i am not a financial advisor but i am a guy who found out that code is the only way to survive the volatility of these markets. once you have your scanner running you can spend your time thinking about strategy instead of staring at candles and wondering if you should click buy
the reason i share everything live is because i want to show that anyone can do this if they are willing to put in the time. i am constantly building new scanners and refining my bots because the market is always evolving. if you can master the coingecko api you have a massive advantage over ninety nine percent of the people trading right now who are just guessing based on memes
it takes effort to move from a manual trader to an automated one but the freedom it provides is worth every hour of frustration. you don't need to spend thousands on developers when you can learn to build these tools yourself and keep all the alpha. the goal is to have a fully automated system that finds the opportunities for you so you can focus on the big picture and stop being a slave to the screen
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
The Great Equalizer: How To Code A Trading Bot That Never Gets Liquidated
most traders treat the coingecko api like a simple price checker but the real money is hidden in the endpoints that nobody bothers to read. it is the difference between catching aโฆ
most traders treat the coingecko api like a simple price checker but the real money is hidden in the endpoints that nobody bothers to read. it is the difference between catching aโฆ
Offshore
Video
Bourbon Capital
RT @BourbonCap: $NVDA CEO Jensen Huang: "Software is a tool..there's this notion that the tool in the software industry is in decline and will be replaced by AI.... you could tell because stock prices are under a lot of pressure and somewhow AI is gonna replace them"
"It is the most illogical thing in the world, and time will prove itself"
One of the most illogical wall Street sell-offs. Eventually, they gonna realize that it makes no sense to replace a hammer for another hammer, itโs better to improve them....a lot software companies will come back stronger
tweet
RT @BourbonCap: $NVDA CEO Jensen Huang: "Software is a tool..there's this notion that the tool in the software industry is in decline and will be replaced by AI.... you could tell because stock prices are under a lot of pressure and somewhow AI is gonna replace them"
"It is the most illogical thing in the world, and time will prove itself"
One of the most illogical wall Street sell-offs. Eventually, they gonna realize that it makes no sense to replace a hammer for another hammer, itโs better to improve them....a lot software companies will come back stronger
Software % Below from all time high
Moody's $MCO -16%
S&P Global $SPGI -22%
Booking Holdings $BKNG -23%
Cadence Design System $CDNS -24%
Uber $UBER -25%
Microsoft $MSFT -26%
Palo Alto Networks $PANW -28%
Fortinet $FTNT -28%
CrowdStrike $CRWD -29%
ZETA $ZETA -31%
Fair Isaac $FICO -36%
SAP $SAP -38%
Veeva $VEEV -40%
Adobe $ADBE -42%
AppLovin $APP -44%
Intuit $INTU -45%
Spotify $SPOT -45%
Salesforce $CRM -48%
ServiceNow $NOW -51%
Constellation Software $CSU.TO -53%
Duolingo $DUOL -77%
monday $MNDY -70% tweet
Offshore
Video
Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: ๐๐ก๐ซ๐ข๐ฌ ๐๐จ๐ก๐ง ๐จ๐ง ๐ญ๐ก๐ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐๐ ๐จ๐ ๐ซ๐๐๐ฎ๐ซ๐ซ๐ข๐ง๐ ๐ซ๐๐ฏ๐๐ง๐ฎ๐ ๐ฌ๐ญ๐ซ๐๐๐ฆ๐ฌ ๐ฐ๐ก๐๐ง ๐ฅ๐จ๐จ๐ค๐ข๐ง๐ ๐๐ญ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ๐๐ฌ:
โIt is important, but the predictability of when they recur is notโฆ Whatโs most important for us is essential product or serviceโฆ We donโt like things that are discretionary.โ
๐๐ฉ๐ช๐ด ๐ช๐ด ๐ข ๐ด๐ถ๐ฃ๐ต๐ญ๐ฆ ๐ฃ๐ถ๐ต ๐ฑ๐ฐ๐ธ๐ฆ๐ณ๐ง๐ถ๐ญ ๐ฅ๐ช๐ด๐ต๐ช๐ฏ๐ค๐ต๐ช๐ฐ๐ฏ.
Not all recurring-like revenue is created equal. A SaaS subscription can be canceled. ๐ผ๐ฃ ๐๐จ๐จ๐๐ฃ๐ฉ๐๐๐ก ๐จ๐๐ง๐ซ๐๐๐ ๐๐๐ฃ ๐๐ ๐๐๐๐๐ง๐ง๐๐โ๐๐ช๐ฉ ๐ฃ๐ค๐ฉ ๐๐ซ๐ค๐๐๐๐.
___
Think of a ๐ต๐ฐ๐ญ๐ญ ๐ฃ๐ฐ๐ฐ๐ต๐ฉ.
If you commute from NJ to NY for work, you have to pay the toll. A snowstorm might pause traffic for a day or two, but it doesnโt break the business. Once conditions normalize, cars flow again.
The toll booth keeps collectingโoften with pricing power layered on top.
___
Thatโs the kind of โrecurrenceโ Hohn is talking about. ๐๐ฉ ๐ง๐๐ฆ๐ช๐๐ง๐๐จ ๐ฅ๐๐ฉ๐๐๐ฃ๐๐, ๐๐ช๐ฉ ๐๐ฉโ๐จ ๐๐ฃ๐๐ง๐๐๐๐๐ก๐ฎ ๐๐ช๐ง๐๐๐ก๐.
___
๐๐ฑ๐๐ฆ๐ฉ๐ฅ๐๐ฌ ๐๐๐ฅ๐จ๐ฐ ๐๐ฝ
$SPGI & $MCO: Debt issuance can be delayed, but it must eventually be refinanced and rated. These are essential stamps of approvalโnot discretionary spend.
$ASML: ~25% of revenue comes from services tied to a massive installed base. Once machines are in fabs, service demand is inevitable.
$LRCX: ~35% of revenue comes from customer support and services. The installed base drives repeat economics.
$GE: ~66% of revenue is services. Engines are sold once; maintenance lasts decades.
$ISRG: ~75% of revenue comes from instruments, accessories, and services tied to its installed base of systems.
$FICO: ~60% of revenue comes from scores. Scores drive credit decisions across the economy. Cheap, essential, and deeply embedded.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
RT @DimitryNakhla: ๐๐ก๐ซ๐ข๐ฌ ๐๐จ๐ก๐ง ๐จ๐ง ๐ญ๐ก๐ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐๐ ๐จ๐ ๐ซ๐๐๐ฎ๐ซ๐ซ๐ข๐ง๐ ๐ซ๐๐ฏ๐๐ง๐ฎ๐ ๐ฌ๐ญ๐ซ๐๐๐ฆ๐ฌ ๐ฐ๐ก๐๐ง ๐ฅ๐จ๐จ๐ค๐ข๐ง๐ ๐๐ญ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ๐๐ฌ:
โIt is important, but the predictability of when they recur is notโฆ Whatโs most important for us is essential product or serviceโฆ We donโt like things that are discretionary.โ
๐๐ฉ๐ช๐ด ๐ช๐ด ๐ข ๐ด๐ถ๐ฃ๐ต๐ญ๐ฆ ๐ฃ๐ถ๐ต ๐ฑ๐ฐ๐ธ๐ฆ๐ณ๐ง๐ถ๐ญ ๐ฅ๐ช๐ด๐ต๐ช๐ฏ๐ค๐ต๐ช๐ฐ๐ฏ.
Not all recurring-like revenue is created equal. A SaaS subscription can be canceled. ๐ผ๐ฃ ๐๐จ๐จ๐๐ฃ๐ฉ๐๐๐ก ๐จ๐๐ง๐ซ๐๐๐ ๐๐๐ฃ ๐๐ ๐๐๐๐๐ง๐ง๐๐โ๐๐ช๐ฉ ๐ฃ๐ค๐ฉ ๐๐ซ๐ค๐๐๐๐.
___
Think of a ๐ต๐ฐ๐ญ๐ญ ๐ฃ๐ฐ๐ฐ๐ต๐ฉ.
If you commute from NJ to NY for work, you have to pay the toll. A snowstorm might pause traffic for a day or two, but it doesnโt break the business. Once conditions normalize, cars flow again.
The toll booth keeps collectingโoften with pricing power layered on top.
___
Thatโs the kind of โrecurrenceโ Hohn is talking about. ๐๐ฉ ๐ง๐๐ฆ๐ช๐๐ง๐๐จ ๐ฅ๐๐ฉ๐๐๐ฃ๐๐, ๐๐ช๐ฉ ๐๐ฉโ๐จ ๐๐ฃ๐๐ง๐๐๐๐๐ก๐ฎ ๐๐ช๐ง๐๐๐ก๐.
___
๐๐ฑ๐๐ฆ๐ฉ๐ฅ๐๐ฌ ๐๐๐ฅ๐จ๐ฐ ๐๐ฝ
$SPGI & $MCO: Debt issuance can be delayed, but it must eventually be refinanced and rated. These are essential stamps of approvalโnot discretionary spend.
$ASML: ~25% of revenue comes from services tied to a massive installed base. Once machines are in fabs, service demand is inevitable.
$LRCX: ~35% of revenue comes from customer support and services. The installed base drives repeat economics.
$GE: ~66% of revenue is services. Engines are sold once; maintenance lasts decades.
$ISRG: ~75% of revenue comes from instruments, accessories, and services tied to its installed base of systems.
$FICO: ~60% of revenue comes from scores. Scores drive credit decisions across the economy. Cheap, essential, and deeply embedded.
___
Video: In Good Company | Norges Bank Investment Management (05/14/2025)
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @forgebitz: "ai is killing saas"
pretty literally if you ask me https://t.co/mhCRnFrd4g
tweet
RT @forgebitz: "ai is killing saas"
pretty literally if you ask me https://t.co/mhCRnFrd4g
tweet