Source D retweeted
Today Americans vote. The decision to use the first nuclear weapon since 1945 gets no vote.
I’ve made my full analysis free for everyone. Please read it and repost this thread before Nov. 7: escalationtrap.substack.com/…
Source D retweeted
@elonmusk will you offer to buy @binance?
"Just like four years ago, when one tweet from Changpeng Zhao sparked FTX's run on deposits."
我觉得很多人还没有意识到，币安现在的情况有多严重。
不到24小时前，币安才开始恢复21种币的提币功能。
但目前仍有531种币无法提币。
而且就连已经开放提币的这21种币，状态也仍然显示为“部分提币暂停”，也就是说，用户能提取的金额依然受到限制。
可即便采取了这么多限制措施，币安今天的资金净流出仍然创下了67亿美元的历史纪录。
这个数字甚至超过了FTX崩盘前72小时的资金净流出总额。
67亿美元，也是加密货币交易所历史上最高的单日资金净流出纪录。
这意味着，接下来几天，随着币安逐步恢复更多币种的提币功能，并最终取消现有的提币额度限制，其单周和单月的资金净流出规模很可能会进一步暴涨。
更令人担忧的是，几天前币安才刚刚发生了一起涉及63亿美元的黑客攻击事件。
别忘了，币安本质上就是一个不受监管的黑箱。它的资产负债表和实际负债情况从来不对外公开。
我们根本无从得知，币安是否曾经在链下交易中拿客户存款作为抵押，来补充自己的储备金。
外界长期以来一直怀疑币安采用的是部分准备金模式。由于币安从不公开财务报表，也没有人能够向你证明它没有这么做。
从各项指标来看，币安正在经历一场挤兑的初期阶段。
至于问题什么时候会真正爆发，目前还没人知道。
但有一点已经非常明显，市场对赵长鹏和币安的信任正在迅速瓦解。
现在可能只需要马斯克发一条制造恐慌的推文，就足以引发一场死亡螺旋，最终导致币安像FTX一样倒闭。
就像四年前，赵长鹏的一条推文引发了FTX的挤兑潮一样。
在目前这种情况下，唯一负责任的做法，就是立刻把你在币安的所有资金全部提出来。
继续观望，等着看接下来会发生什么，对你没有任何好处。
别忘了，一旦进入破产程序，有担保债权人的受偿顺序会排在普通客户前面。
如果你的资金还放在币安，那就谈不上安全。任何告诉你资金绝对安全的人，都是在撒谎。
Source D retweeted
And that makes perfect sense. Just in case there is a round 2 hack that Binance can't cover.
So many questions left unanswered from the "Hack".
Source D retweeted
Chat really testing @binance's resolve.
Source D retweeted
We are calling this one the Eggplant Zone. 🫡
We have about four years.
Four years to get yourself sorted before the economy starts to work in ways none of us are used to... youll still be able to invest after that, but the rules will be different.
Everyone can feel it. Everything costs more, its harder to get ahead... the way out is technology and scarce assets.
I wrote The Everything Code to help as many people as possible see whats coming and get ahead of it.
From my chat with @KevinWSHPod.
Source D retweeted
Are @binance withdrawals still closed? Many are waiting to "test".
Source D retweeted
We are working non-stop to resolve this issue. Binance will cover all losses.
As a precaution, all deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement.
We are working around the clock and will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
This is an industry-wide effort, and we are grateful to partners across the ecosystem who have moved quickly to help freeze affected assets.
We will continue to share verified updates through official Binance channels. User funds are safe.
Source D retweeted
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
Source D retweeted
@bey0ndexposure check your stack!
Source D retweeted
There isnt enough excess liquidity to fund the AI build out and push crypto at the same time... so it rotates.
Weve seen it recently. The AI trade slowed down and Bitcoin went up.
This is why tech stocks have had such a big run while crypto has been struggling.
From my talk at @token2049 Singapore.
Source D retweeted
Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:
-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models
SKY-001 lets you dream a physical object before you build it.
18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).
The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.
Source D retweeted
JUST IN: 🇮🇷 Iran warns that 7 major global internet and data cables beneath the Strait of Hormuz could become its next targets.
Source D retweeted
"Even the idea of running a business stops meaning what it means today. Nobody knows yet what it becomes."
The next four years are going to feel very different to anything we've lived through.
Your wages havent kept up with the cost of living for years now. That's the Everything Code. Governments have to keep debasing the currency to fund everything, and it's eating into your pay every single year. That part isnt new.
What is new is that we have maybe four years before the world as we know it stops working the way it does now. The exponential technologies... AI, robotics, energy, crypto... are moving so fast that the systems built for the old world cant keep up. Politics gets angrier and more divided. You cant trust what you see or hear anymore. Even the idea of running a business stops meaning what it means today. Nobody knows yet what it becomes.
This is The Economic Singularity, and The Exponential Age is pulling it towards us faster than anyone is ready for.
The window to get ahead of it all is closing.
Source D retweeted
@SourceD20 sounds like an authorized reseller.
Self custody is a failed experiment. We need banks. 🫡
This quoted post is unavailable.
Source D retweeted
Build richer, more interactive plugins for ChatGPT.
With plugin extensions, you can launch plugins from the sidebar, support @ mentions, and add file viewers.
See how in this walkthrough with @coreyching:
Source D retweeted
I’m so excited to launch GPT-6 today with intelligent UI and the ability to start answering while still thinking! This is the result of many months of work from our team and so many amazing collaborators.
With intelligent UI, the model can choose how to present information in the way that’s most useful to you, e.g. an interactive explanation of how a violin produces sound or a calculator to double or triple a recipe. We wanted to give the model a richer way to express itself while keeping the experience fast and familiar, and the answers comprehensive and factual. I especially love it for shopping :)
We built a library of native, streamable components and a compiler that renders the interface as the model generates it. We trained the model to make thoughtful design decisions with these components, including when to use something interactive and when plain text still works best.
GPT-6 can also start answering while it continues to think and work in the background. It builds up its answer as it goes, so you don’t have to wait to start reading useful content. This feels especially good for research queries. I remember talking about wanting this two years ago when we were working on deep research, and I’m so happy we finally get to ship it!
We trained the model to take your waiting time into account and build an answer across multiple partial responses. Each should add useful information based on what it knows and has found so far, while keeping the full answer cohesive and accurate.
Let us know what you think!!
Source D retweeted
Yuppp, forcing all SAAS developers to dig deeper and push the boundaries of innovation.
