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Risk good to pursue great

Valhalla
Joined July 2012
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Ert 🫡 retweeted
holy shit, we’re so cooked.
Today, we’re sharing a look at our expanded system for monitoring frontier models at OpenAI, which in September helped us catch a model’s attempt to access the live internet during training. Since the Hugging Face incident—when models broke out of an internal cybersecurity investigation where we weren’t running our misalignment monitors—we’ve substantially expanded our monitoring of frontier agents. We now monitor all frontier reinforcement learning runs and evaluations, as well as all internal Codex use. When our system finds evidence of a problem that might require intervention, it rapidly alerts human responders who can investigate and take action. To detect when a model’s behavior departs from what we intended, we use several layers of monitoring. Activation probes look for patterns in a model’s internal activity. Reviewer models examine its reasoning and tool use, and investigative agents can read back through the model’s entire transcript to understand how a sequence of actions fits together and whether it warrants human review. To test whether our current system would have detected the Hugging Face incident, we replayed the recorded activity with our new monitors in place. In the replay, our monitors alerted our security team about 30 minutes after the agents escaped their sandbox. That was more than 30 hours before the point at which the agents breached Hugging Face’s systems in the original incident. In September, a model exploited a DNS misconfiguration to reach the live internet. Our monitors flagged the breach within 15 minutes, and a responder began reviewing the alert three minutes later. The alert enabled responders to investigate while the run was still underway. As we give models more autonomy, we need to know when they cross a boundary we expected to hold. We believe that monitoring is essential to catching those failures in time for people to intervene. openai.com/index/how-we-dete…
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Ert 🫡 retweeted
There’s 100% a kind of mania you can get into with coding agents, where it feels like you’re getting a lot done and working all the time but nothing is really happening. I think it's often a form of avoidance of something else in life.
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Still my favorite R/R on robinhood chain @uponrh $UP mcap ~6m Last 60 days: • 1.71B DEX volume • $3.39 million fees paid to holders All while @RobinhoodCrypto volume slowed down last 1 months… imagine when it picks back up
$UP mcap is ~$5M $200M+ monthly DEX volume $1M+ cumulative fees <2 months Latest epoch: ~2.18M UP locked ~1.17M UP emitted
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This is proof of how dynamic emissions makes newer veDEXs like $UP more efficient than older veDEXs like $AERO. We can measure this by comparing revenue as a percentage of incentives. UP is operating at a much higher efficiency despite being a new veDEX (emissions are always going to be a larger % of supply at first). UP generates about 50-75% of the incentives released in revenue. While AERO only generates 30% on average for the first 6 months after emissions went live. This is not even factoring in other revenue streams for Up that could come in the future. The data object shows better fundamentals but people still fud UP unfairly imo 🤷‍♂️. I’m a fan of both projects but I really like betting on newer coins with better product/tokenomics. Especially when the mcap is so low. A $1m buy into UP will have a much larger impact than say a $5m buy into AERO. Much higher for UP into the bull imo.
Here’s a chart to show why $UP actually has better fundamentals compared to early days of $AERO. UP actually accumulated more revenue for holders while paying out less incentives than AERO. Timeframe I used was when both projects started paying out emissions. Clearly UP has been much more efficient in emissions because of dynamic emissions that only bribes LPs slightly more than fees. All while generating a lot more revenue in the early days. Ofc net revenue is still less than today’s AERO. But, that’s like comparing IBM’s revenue to MSFT’s when MSFT first launched. Yet, many $AERO maxis still hate on my posts and think AERO will crush UP. I love both projects, but clearly UP is the better product because of second mover advantage. The reason why new tech is often better than old tech is because they can take all the good features, discard the bad ones, and improve upon the model. Prices will reflect this 1-3 years from now imo.
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Ert 🫡 retweeted
"The builders who showed up early matter" Dexscreener -> RH -> Sort by oldest
Replying to @justhodlthebag
Fair feedback. Summit was a lot of ground to cover, but Robinhood Chain is a big priority for us and we're not going anywhere. The builders who showed up early matter to us. More to share soon.
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Ert 🫡 retweeted
Study $RHEA price action on $NEAR ... The equivalent on RH is $UP except 30 day revenue is 15x RHEA.
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Ert 🫡 retweeted
Epoch 9 summary ↑
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Ert 🫡 retweeted
Holder revenue doubled since this post. 100% of protocol revenue flows to UP holders. up.
up is second on Robinhood for holder revenue. 100% of protocol revenue flows back to UP holders. up.
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Ert 🫡 retweeted
$UP numbers are insane... @nativeaborean broke them down on stream: -1.17 million $UP emitted - 1.5-1.8 million locked with $500K in locks - Circulating supply sitting below launch levels at 19.7 million versus the 20 million they started with. "We haven't started yet. We're very very early."
Today on MCG $UP | @uponrh w/ @nativeaborean up. is the native (3,3) exchange and liquidity layer of Robinhood Chain. Highlights include: 01:07 – What ve(3,3) actually means 02:41 – Why voting tokens had value 07:52 – How locking works 13:02 – The core problem with most ve(3,3)s 15:39 – Up's fix 25:39 – Capital efficiency stats 26:23 – Circulating supply is actually below launch levels 32:43 – Composability pitch 36:44 – Tokenomics deep dive 47:25 – Closing thesis
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$UP mcap is ~$5M $200M+ monthly DEX volume $1M+ cumulative fees <2 months Latest epoch: ~2.18M UP locked ~1.17M UP emitted
Today on MCG $UP | @uponrh w/ @nativeaborean up. is the native (3,3) exchange and liquidity layer of Robinhood Chain. Highlights include: 01:07 – What ve(3,3) actually means 02:41 – Why voting tokens had value 07:52 – How locking works 13:02 – The core problem with most ve(3,3)s 15:39 – Up's fix 25:39 – Capital efficiency stats 26:23 – Circulating supply is actually below launch levels 32:43 – Composability pitch 36:44 – Tokenomics deep dive 47:25 – Closing thesis
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Ert 🫡 retweeted
Watch the full @MCGlive discussion here ↑
Today on MCG $UP | @uponrh w/ @nativeaborean up. is the native (3,3) exchange and liquidity layer of Robinhood Chain. Highlights include: 01:07 – What ve(3,3) actually means 02:41 – Why voting tokens had value 07:52 – How locking works 13:02 – The core problem with most ve(3,3)s 15:39 – Up's fix 25:39 – Capital efficiency stats 26:23 – Circulating supply is actually below launch levels 32:43 – Composability pitch 36:44 – Tokenomics deep dive 47:25 – Closing thesis
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Ert 🫡 retweeted
When you can’t decide $TSLA or $SPCX
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We just put Bitcoin's entire history on one chart. Every cycle since 2013 — the real price, colored by which of remi's 6 phases the market was in. 🔴 Bear 🟠 Bottoming 🟡 Accumulation 🟢 Bull 🔵 Euphoria 🟣 Distribution ♻️Repeat
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Everybody wants financial freedom. Very few want the part where you have to risk being wrong, look stupid, lose some money, start over, and keep going anyway. That is the price. You can manage risk. You should manage risk. But you cannot build a free life by demanding a safe path to get there.
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Persian baddies have been liberated 🇮🇷
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Ert 🫡 retweeted
British comedian Pat Smith brilliantly points out the hypocrisy surrounding the subject of mass migration in the UK.
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