God of Prompt
RT @godofprompt: CLAUDE IS SO COOKED THIS TIME
China just dropped Kimi K2.5, the best open model for OpenClaw(ClawdBot)

It's on par with Claude Opus4.5,
but 8x CHEAPER!!!

It's currently the #1 most used model for OpenClaw and the #1 most used model overall on OpenRouter!

Here's everything you should know:
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God of Prompt
Create AI ROI Stories
Communicate value to stakeholders.
• Identify key metrics
• Customize your messages
• Use visual storytelling

🔗 Click below to read more:
https://t.co/WTjGcmSQod https://t.co/nkzNkAtp3a
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Dimitry Nakhla | Babylon Capital®
I’ve said it before & I’ll say it again:

Echoes of the 2020–2021 market, preceding the prolonged 2022 bear market.

Of course, the absolute level of IPO activity matters far more as a contrarian indicator — yet this is still worth noting.

JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year - Kalshi
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Dimitry Nakhla | Babylon Capital®
RT @SubuTrade: Tech sector $XLK Short Interest is at the highest level of this decade.

Short-tech and software is a crowded trade.... https://t.co/wQV9FtxryF
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Startup Archive
RT @Alfred_Lin: He is right, and @rabois is himself a barrel.

Keith Rabois: “The velocity of your company improves by adding barrels”

Keith shares his “Barrels and Ammunition” framework for building effective teams:

“Most companies—once they get into hiring mode—just hire a lot of people. And you expect that as you add people your throughput and velocity of shipping things is going to increase. But it turns out it doesn’t work that way. Usually when you hire more engineers, you actually don’t get that much more done. You sometimes get less done.”

Keith argues that the reason for this is that most people in a company—even great people—are “ammunition.” But to improve velocity, you need “barrels”. He defines barrels as extremely talented people who can take ideas from inception all the way through to fully shipped product. Most companies start with one barrel (the founder). And when they add another, they can get twice as many things done per week, quarter, etc.

But true barrels are incredibly difficult to find:

“When you have them, give them lots of equity, promote them, take them to dinner every week because they’re virtually irreplaceable. They’re also very culturally specific. A barrel at one company may not be a barrel at another company.”

Video source: @ycombinator (2014) - Startup Archive
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Bourbon Capital
Mark Massey sold 50% $GOOG and 100% $FICO

$AMZN still his largest position https://t.co/L1ftpWei2p
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Quiver Quantitative
JUST IN: We're opening up the Quiver API to everyone.

You can use it to build stuff on top of our data on:

- Politician trades
- Insider transactions
- Hedge fund moves

& more.

Sign up at https://t.co/c6cpRFWoK5.

Use the promo code TWITTER for a free trial. https://t.co/N0CRgsEhsP
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Dimitry Nakhla | Babylon Capital®
Mark Massey — AltaRock Q4 25’ 13F

Top 5 holdings: $AMZN $TDG $MSFT $MCO $MA
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Source: Dataroma https://t.co/gfljSnS7ea
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Jukan
Fuck, what the hell does this mean? YMTC and CXMT being removed from the sanctions list?
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Dimitry Nakhla | Babylon Capital®
What helped make Amazon so successful — persistent, large-scale reinvestment — now appears to be the very source of discomfort for some investors.
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I’d argue it’s largely a function of fear around the unknown / uncertainty.

On the surface, the concern is understandable. But historically, wouldn’t you want a business with a long track record of disciplined, high-return reinvestment to continue investing heavily?

Over time, Amazon has demonstrated itself to be a strong steward of capital. Patient shareholders who looked through near-term noise have been rewarded accordingly.

$AMZN

It will always amaze me how armchair experts will claim big tech is wasting money on all this capex with “unknown” ROI

Meanwhile $AMZN straight up says they WILL be capacity constrained for years… - Aria Radnia 🇮🇷
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Moon Dev
I Analyzed 5,000 Whale Wallets: The $200,000 “Human Tax” You Are Paying to Hyperliquid

tracked five thousand of the wealthiest traders on hyperliquid and what i found proves that your biggest fear about the market is actually a lie. most of us think the big guys have some secret edge that we could never access

they have the math degrees and the hundred million dollar bankrolls so we assume they must be winning while we struggle. but when i ran a script to see how many of them actually survived the results were so catastrophic that it changes everything you know about trading

i spent years thinking i was the problem because i kept getting liquidated and losing money to over trading. i even spent hundreds of thousands of dollars on developers to build apps because i thought i was not smart enough to code the solutions myself

then i decided to learn live on youtube and started building my own bots to solve the problems i was facing. i wanted to know if the whales were actually better than us or if they were just better at hiding their losses

the script i wrote scanned the top five thousand depositors on hyperliquid who each put in at least a million dollars. these are the elite players the institutions and the guys we are supposed to be afraid of in the order book

as the progress bar ticked up i watched something unbelievable happen right in front of my eyes. out of the first thirteen hundred wallets checked only four hundred had more than ten thousand dollars left in their accounts

that means over seventy percent of the biggest traders on the planet have been completely obliterated. they started with millions and ended up with almost nothing which means they are trading just like the average person in a casino

this leads to a massive question about why these people with unlimited resources are failing so spectacularly. the answer is not just bad luck or market manipulation but something much more subtle that is draining your account right now

one of the biggest killers of any trading account is the hidden cost of being a human being. when you trade by hand you are prone to emotions and those emotions force you to use market orders because you feel like you have to get in right now

market orders are basically an emotional tax that you pay to the exchange for the privilege of being impatient. the fees for a market order are usually three times higher than a limit order and that difference is the line between profit and bankruptcy

i saw one trader who had spent over six hundred thousand dollars just on transaction fees. if that person had used a simple bot to enter and exit their positions they would have saved nearly two hundred thousand dollars in cash

that is money that could have stayed in their account but instead it went straight to the exchange. this is exactly why the exchange wants to speed you up and keep you staring at those flashing lights all day long

the more emotional you get the more you trade and the more you pay in market fees. it is a game designed to make you fail and even the smartest guys with a hundred million dollars are falling for it

most people tell me they want to keep their intuition when they trade because they think they have a special feeling for the market. but i have to ask you if your intuition is worth the three hundred percent premium you are paying in fees every single time you click a button

there is no intuition in paying three thousand dollars for an iphone that costs one thousand just because you could not wait two seconds. yet that is exactly what hand traders do every single day when they refuse to use automation

the math is actually terrifying when you look at how fast fees can kill a healthy account. if you have a twenty five thousand dollar account using high leverage and trading five times a day you will blow up in about a month just on fees alone

that is not even counting the money you lose on bad trades which makes the situation even worse. by simply switching to a[...]