Techno-Economic Golden Age explorer. Personal account. CEO of Rafa.AI. Building the next generation of Agentic Financial Primitives.
Silicon Valley
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- Following 9,045
- Followers 129,412
- Likes 214,641
Fully vaccinated HCWs wearing n95s and face shields are catching delta.
This didn’t happen last year when they weren’t vaccinated.
Think about what that means for your cloth mask or surgical mask “mandates”
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I believe history will record this @naval quote as atleast as important as anything by Johnson, Franklin or Wilde “Bitcoin is a tool for freeing humanity from oligarchs and tyrants, dressed up as a get-rich-quick scheme.”
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India exited lockdown months ago after seeing how stupidly counterproductive it was.
Cases peaked. Then quickly crashed. No death tsunami. Even given how terribly inadequate healthcare infrastructure is there.
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Interesting
DeepSeek-R1 seems to be failing every safety test thrown at.
The R1 exhibited a 100% attack success rate, meaning it failed to block a single harmful prompt,'
Source : PC Mag and Cisco’s research team
--------
→ Cisco and the University of Pennsylvania tested DeepSeek R1 with 50 harmful prompts from the HarmBench dataset, covering areas like cybercrime, misinformation, and illegal activities. The result: a shocking 100% attack success rate—DeepSeek failed to block a single harmful request.
→ Security firm Adversa AI independently confirmed these findings, revealing that DeepSeek is susceptible to a wide range of jailbreaking tactics, from simple linguistic tricks to more advanced AI-generated exploits. Researchers note that while all LLMs can be jailbroken to some extent, DeepSeek appears particularly vulnerable, even to well-known attack methods.
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Who is surprised?
The regime doesn’t mess around.
BREAKING: As @elonmusk offers to buy the rest of @Twitter a legal source tells @FoxBusiness @SECGov and @TheJusticeDept have launched what he described as a "joint investigation" into a myriad of Musk regulatory issues primarily involving @Tesla wsj.com/articles/elon-musk-o…
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Anyone wondering if everyone getting natural immunity after two shots (mild Covid) is the only way to end this?
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If one isn’t physiologically incapable of not overthinking, this video is quite simple to understand.
A career bureaucrat caught in a CYA maneuver trying to save his career and a politician who wants to expose it
There was no 12D chess or grand strategy behind funding WUV
Reviewing this video & the reactions to it, I see two worlds:
One in which the good Dr Fauci with Saintly patience has finally had it w/ right wing populist & borderline nutcase Sen Paul.
The other in which Dr Paul confronts naked Emperor Fauci on GoFR.
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All politicians should take this pledge:
“I solemnly swear that I understand markets clear. Price controls cause shortages”
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This is the problem with Covid.
It starts out mild, and rapidly leads to resp failure, and can happen to anyone at any time. Which is why stratifying treatments based on presenting symptoms is dangerous.
Maximal treatment as soon as presentation (Remdesivir, HCQ, Zpak etc)
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Whether it’s gold, bitcoin or a bank, custody risk is always there.
Remember that trust minimization doesn’t matter until it does. And by then, it’s too late
The reason we’re building @PortaltoBitcoin
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Super interesting next gen AI model, was a great weekend read. If replicated by independent researchers, this is huge deal, along with the latest NVIDIA paper on SLMs vs LLMs
arxiv.org/abs/2506.21734
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There is cross chain and there is trust minimized cross chain.
If you want trust minimized access to Bitcoin from alts, there is only one solution
@PortaltoBitcoin is the one and final DEX.
I believe it is like google. The last relevant search engine.
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Hydroxychloroquine may turn out to have a marginal effect size (or big effect if given early). We just don't know yet.
Given the safety profile of the drug, in desperate times, I would fully agree with TRYING it under monitoring.
This smug, academic, condescension can GTFO
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If Tesla did this, what do you think the effect will be on it's sales elsewhere?
Elon Musk asked to ‘turn off’ Russian Teslas as he makes superchargers free in region independent.co.uk/news/world…
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"institutional knowledge" is not being able to look up "locksmith near me" on google
Why is there only one employee at Yosemite National Park who knows where the restroom keys are and can use them?
"At California’s Yosemite National Park, the Trump administration fired the only locksmith on staff on Friday. He was the sole employee with the keys and the institutional knowledge needed to rescue visitors from locked restrooms."
That is not a Trump problem. That is a bad park management problem.
washingtonpost.com/climate-e…
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Just parter with @PortaltoBitcoin instead of trying to boil the ocean over and over
The Trump Organization has zero involvement with this wallet product. @EricTrump and I know nothing about it. Stay tuned—World Liberty Financial @worldlibertyfi, which we have been working tirelessly on, will be launching our official wallet soon.
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Paging @elonmusk
This asteroid (1) has a decent chance of hitting Earth, (2) while not a dinosaur-killer, could easily be a city-killer, and (3) seems to be of a size that we can successfully deflect, if we start SOON.
We should start planning and costing a mission NOW. We don’t need to commit to launch, but we should be on the path.
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Complex topic but here's my take:
Modern nation states have a multfactorial dysgenic conception and end goals.
The unfettered internet (x) is an end run around the dysgenic globohomo delusuional NPC complex.
Economies of scale matter in the micro. Macro, governacnce that is an inverse correlate of luxury beliefs is what matters.
These theses will take time to get empirical validation.
A good UUU speculator will be worried that it's too late to place the bets.
The lazy data chaser will wait and at best get average returns.
My theory remains that modern nations have their size because of scale efficiencies in information aggregation and military projection ~200 years ago. Things like this--like "Woke" also--are just the failure mode of political aggregations that no longer serve any purpose.
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It’s going to be interesting when storing value in Schelling points becomes the Schelling point.
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Now that the Lancet hydroxychloroquine study was retracted, can we trust the Ivermectin NEJM study?
There’s a special place in hell for “researchers” who try to subvert treatment decisions for ulterior purposes, in the middle of a global pandemic.
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Here is why @portaltobitcoin is the world's most important piece of infrastructure right now because it extends Bitcoin without needing any changes to the protocol. We want ossification.
Our goal is to transform Bitcoin blockspace into the settlement layer for millions of markets.
And this is how it works, a 🧵
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I'm sick of the "MDs" and "PhDs" who on the one hand want everyone to stay in perpetual lockdown no matter the consequences, and on the other cry "fast development of a vaccine is too risky".
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👀
USAID: Former UK Labour MP, David Miliband, is paid $1.3M to run NGO. Instead of taking a pay cut he removed refugee from oxygen to save money resulting in her death. The IRC blamed her death of loss of USAID funds which represent +/- 10% of the NGO's budget.
@Oilfield_Rando
ALT David Miliband makes $1,253,728 running an NGO called International Rescue Committee. After USAID funding was cut it discharged Pe Kha Lau, a refugee from Myanmar, from a hospital it runs. USAID provided around 10% of its funding but instead of cutting his own pay to keep Ms. Lau on oxygen. David’s backers include George Clooney and his wife.
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But if the TIA hasn’t resolved in 24 hrs it’s by definition a stroke. In case of a stroke, I’d rush the patient to a neurointerventional center to pull the clot out. Hopkins is one of the best. The window is <8 hrs
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True story:
An investor asks me what does your company do
I said we work on Bitcoin and AI.
They thought I made up a meme.
I realized I am not bullish enough on Tides, the umbrella company of @PortaltoBitcoin and @rafa_ai
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Controlling capital markets is a nice work around for "state owning the means of production" without triggering claims of "socialism"
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Thank you Yellen!
Why is inflation rising?
June: Government spending soars, deficit out of control. Bond yields creep up.
July: The Fed panics and delays balance sheet normalization.
August: Money supply growth rises, government spending accelerates.
September: Unjustified rate cuts in the middle of an election year; government deficit reaches $1.8 trillion.
December: Money supply growth at 27-month high.
January 2025: CPI up 0.5 percent, 3.0 percent over the last 12 months. Core CPI up 3.3 percent over the year.
Inflation, the hidden tax.
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Just buy bitcoin. Leave the bold moves to the brilliant players.
So when you buy bitcoin ETFs you are a retard, idiot, traitor, know nothing about bitcoin. And Larry Fink (BlackRock CEO) is the devil.
But if you buy (Micro)Strategy you are a smart investor, great bitcoiner. And Michael Saylor is the Godfather of bitcoin.
Make it make sense!
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This is madness. Assume pharmaceuticals to be laced with the same poison in due course.
Why are we letting the importation of this poison? How can you stop it with wide open borders?
One pill is all it takes. Far too many glamorize drug use, act like it’s harmless, or go “reefer madness much.” They are the enemy of humanity. The drugs aren’t the same.
sfchronicle.com/bayarea/arti…
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How many Americans realize how lucky they are to live in a country that has the lowest prob of being invaded by another country?
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Remember: you aren’t them.
Your edge comes from being yourself
$UNH United Health Group has a dream team of new Buyers or holders. Buffett, Simons, Soros, Burry, Tepper, Torray, Davis, Dodge & Cox,Cohen... & dozens more. See you at $1000.
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With Remdesivir and decadron, mortality dropped quite a bit.
With mABs, it will drop to below flu levels.
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The opportunity here is not a nice streaming service.
It’s to build a censorship resistant media ecosystem as an alternative to the MSM-Hollywood complex
A generational opp.I know that there’s more than enough money to fund it.
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That’s it. Epic singlehsndedly caused the quality of care to go down and costs to go up in America and is a poster child for crony capitalism
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Many MD friends reporting that the vast majority of cases they see critically ill in Covid are obese males.
beyond obvious ventilation difficulties, are there any well known markers that correlate with infection risk in Obesity?
@Mangan150
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Here’s the deal: the entire world wants access to the greatest financial assets.
Almost all of them are in America.
When tokenized equities appear on @portaltobitcoin we’re not gonna shit the bed like @RobinhoodApp .
Permissionless access to the world’s best assets is coming
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Bull shit.
Make your own choices with the money you make.
When you get other people's stolen money, it comes with strings attached.
Welcome to property rights Not Jerome.
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Why are we even having this debate? When in doubt, defund. Then recalibrate if needed to rethink.
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Before Bitcoin, censorship in anything other than money was largely academic
Now, it’s almost as important as monetary censorship and is rapidly growing in importance
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IMHO, Balaji sees how irrational and fucked up the world is, and thinks "this will collapse soon".
I can see how a hyper rational person would think that.
But the world has always been fucked up in many ways.
We continue to hobble on from crisis to crisis.
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I dare you. No no, I double dare you to show me another product that can do this
dashboard.rafa.ai/chat/66b4b…
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Johns Hopkins coronavirus dashboard has mysteriously removed the “have countries flattened the curve?” link on its home page, just when US case growth falls below other countries’
A total coincidence I believe
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lol stick to AI
Dude, the Consumer Price Index has been back to a very normal 3% for a year now.
Inflation was up between mid-2020 and mid-2022 because of COVID.
Your tweet is total BS.
bls.gov/charts/consumer-pric…
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"Attention is all you need"
Seminal paper.
Title also works as the rallying cry of almost every startup.
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They are going to be replaced by Rafa.ai faster than they realize
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This is exactly what I said to wealth managers at the @MorningstarInc investment conference on stage in Chicago, talking about what @rafa_ai will do to the wealth management space.
Great to see the master make the idea popular.
$NVDA CEO SAID IT BEST: AI WON’T TAKE YOUR JOB -- BUT SOMEONE USING IT WILL
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I think that they are setting the stage for declaring victory over "inflation" and restart the juicing.
How exactly they do it is obscure by design.
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Let markets fuck up Bitcoin
There will be a market for an ossified protocol in its current state
It didn’t get to where it is by crowdsourced judgenent
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Post link to the study \
journals.lww.com/acsm-msse/f…
New study: Adding collagen to protein powder increases muscle protein synthesis by more than 30%.
Community note
There is no available study that supports this claim.
A recent randomized, controlled trial of 31 individuals found enhanced muscle protein synthesis with whey protein, but found no change with collagen.
sciencedirect.com/science/articl…
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Congress can assign him to a traffic court in El Paso.
🚨🇺🇸 FEDERAL JUDGE TAKES OVER USAID HIRING — BLOCKS TRUMP PICK
Judge Theodore D. Chuang has barred Jeremy Lewin, a former DOGE team member, from becoming Deputy Administrator of USAID.
Instead of letting the administration make its own staffing decisions, Judge Chuang decided Lewin’s loyalty to Trump disqualified him.
Government lawyers asked for clarity — the judge flat-out denied it and warned he could expand the ban if they try any workarounds.
In effect, one judge is now acting as the self-appointed HR department for the federal government...
Source: @amuse
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Wow. Drop in mortality rates across the board in US hospitals using Plasma/RDV/Tocilizumab
Wait 2 months before the mainstream media lets you in on this
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So he finally started using @rafa_ai
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Based on the assumption that the consent of the governed matters.
Were long past That phase. We’re in pure exercise of power territory.
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@PerBylund This tweet should be printed, framed and hung in every Econ department
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There are still people that believe in the omniscience of the astronomers working inside the Eccles building
The current political theater surrounding the Fed is just that—political theater. Firing Powell won't change the macroeconomic realities at play. The Fed’s actions are driven by data, not the whims of the White House. If everyone thinks a pivot is coming, it’s time to reconsider.
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The formula has always been simple @Portaltobitcoin : Great product, great community and the right user base
except ValueError:
... print("Oops! Simple != Easy")
Wow! 1,100+ members on our Portal Yappers' Community on X 🎉
You all bring such great energy, ideas, and laughs. We're really thrilled to see the community growing!
Not a member yet? Join now! 👇
x.com/i/communities/19280976…
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To repeat what I've been shouting for a while,
Early Antivirals are key.
Move Remdesivir and HCQ to early in the course of disease
Late stage rescues are Tocilizumab, Anakinra and Kevzara
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Self custody is always the final solution.
Even during cross-chain transactions.
That's why it took so much time and effort to make atomic cross chain transactions consumer grade @PortaltoBitcoin
ByBit will take a haircat, most likely covered by their revenue. I would expect ByBit to survive this incident without issues.
Ethena stood up like a champ.
Aave stood up like a champ.
Big winner is Copper's ClearLoop, PMF secured.
Biggest winner is self custody. Onwards.
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Stop preening and author a bill stripping these judges of their budgets. And ban them from nationwide injunctions. And restructure punitively. Stop tweeting and do something
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At @PortaltoBitcoin , our job is not finished with the cross chain, trust minimized, peer to peer Portal DEX.
It's just the start.
Our mission is to make sure that the Bitcoin blockchain is the settlement layer for information markets as Tim May envisioned.
Especially those that are not possible by social or political consensus of the moment.
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