God of Prompt
RT @godofprompt: This is the security wake-up call every vibecoder needs to read.

@mrnacknack just dropped a full breakdown of how AI assistants with system access can be weaponized through prompt injection.

The scariest part isn't SSH brute force or exposed gateways. It's Hack #8.

Here's the attack: you send a normal-looking email with hidden white text.

Victim asks their bot: "Clawd, summarize my emails"

Bot reads the email. Interprets hidden text as system commands. Executes them. Exfiltrates credentials.

User sees: "You have an invoice from Company Vendor for $45,000"

Attacker gets: AWS keys, SSH keys, every .env file on the system.

Same technique works via:
> SEO-poisoned webpages (hidden divs)
> PDFs (white text on page 50)
> Slack messages with embedded code comments
> GitHub PRs with malicious docstrings

The bot can't distinguish between "legitimate system instruction" and "social engineering hidden in content it's processing."

This is why giving AI assistants broad system access without sandboxing is playing Russian roulette with your entire digital identity.

https://t.co/M2BtVDdhkM - chirag
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The Few Bets That Matter
Bought $PATH
Bought $ALAB
Bought $NVO

Could buy $NBIS
Could buy $TMDX
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The Few Bets That Matter
$MELI has a very sexy chart right now.
This one is going higher.

The market looks like it’s rotating out of parts of tech and into defensives and international names.

China is doing well.
LatAm is doing well.

Leaders will lead.
That’s $MELI.
And $BABA. https://t.co/DJABJlPPBY
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The Few Bets That Matter
$BTC and $ETH are either at max pain.
Or at the start of their bear market.

Either way, I bought spot outside of my weekly DCA for the long term portfolio, the short term outcome won't matter in a few years and we are at interesting prices.

The $BTC and $ETH slaughter isn’t surprising.

Crypto is an over-leveraged market. Any small bounce or optimism attracts x50–x100 leverage traders trying to catch the pump.

Without a real uptrend and fresh liquidity, the market just hunts liquidity. Not because of “manipulation,” but because markets move toward liquidity is. That's how they are designed.

If that liquidity is sitting on leveraged longs... that’s where price will go.

That’s why Bitcoin, Ethereum and crypto in general deliver more pain before gains. They can only move higher once traders are shaken out - most of them at least.

The real pump requires patience. - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
Updated NTM P/E & FCF Yields — Companies That Reported in the Last 2 Weeks💵

$V 24x | 4.10%
$GE 41x | 2.64%
$MA 27x | 3.70%
$NVR 17x | 5.83%
$BRO 16x | 6.78%
$WM 26x | 4.20%
$ADP 21x | 5.50%
$GEV 52x | 2.46%
$FAST 35x | 2.17%
$DHR 26x | 3.67%
$TMO 23x | 3.24%
$FICO 32x | 2.90%
$NOW 28x | 4.77%
$ASML 41x | 1.73%
$META 24x | 1.27%
$MSCI 31x | 3.46%
$KLAC 38x | 2.18%
$ISRG 50x | 2.24%
$AAPL 29x | 3.78%
$LRCX 40x | 1.94%
$NFLX 26x | 3.28%
$MSFT 24x | 2.06%
$NDAQ 25x | 4.27%

*Multiples not adjusted for SBC
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Clark Square Capital
RT @i9theghost5: Very quietly $GRVY back at new 52-week highs

New CEO at GungHo starts next week
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Moon Dev
hyperliquid changed finance forever

now we can see everyones positions and liquidation prices

not just for crypto, but stocks, commodities and forex too https://t.co/5uENfKjnEW
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Dimitry Nakhla | Babylon Capital®
Silver down ~26% in just over 24 hours.

Have the next generation of bag holders been created? 🤔

$SLV https://t.co/9OwnDpsdJj
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The Few Bets That Matter
The Easy Years Are Over
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Wasteland Capital
Silver down -35% today.

Yet another industry disrupted by AI. https://t.co/21QKD9gnXj
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The Few Bets That Matter
$GOLD down 10% in a day.
$SLV from ATH to bear market in 24 hours.

This isn’t a healthy or normal market. https://t.co/7pyq0Kq0Uu
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