Flight 15 Update: Starship coasting in orbit, still looking good for return to launch site today. Pad and tower systems are go for catch.
X AI ALGORITHM UPDATE (BIG ONE) 🚨
X updated their open source algorithm yesterday and the biggest number in it is gone: copy link went from 20 to 0 points. Small accounts should focus on: posts people like, reply to and stay on (so stop counting on link copies)
tl;dr:
- on Nov 13 X's open source code set the score for copying a post's link to 0
- copy link: 20 → 0
- it was the top score in the whole system, 4x a reply
- the code also names a "copy link bait" spam check
- likes (0.708), replies (5) and DM shares (5) didn't move
full details:
- The number that's gone
Since I started reading X's open source code in August, one number sat at the top: 20, for someone tapping share and copying your post's link. Nothing else came close.
As of the Nov 13 release, it's 0.
X still guesses who'll copy your link. It just multiplies that guess by 0 now.
X didn't explain it. It's just what the code says.
(I check the open source algo daily with Claude and share updates with you)
- Cross it off your list
My own checklist called copy link the biggest number. Last week's post said it too.
It was true then. It isn't now. If you saved that list, cross that line out.
- The "copy link bait" check
X's code now mentions a spam check called "copy link bait". In the code it adds a spam label to the post, and that label already keeps a post out of strangers' feeds.
It only shows up in a test, so I can't see if it's running or how strict it is.
My read: X saw people baiting link copies, so it turned the score off and built something to catch the bait. That's a read, the code doesn't say why.
- Why that matters if you're small
If your plan was posts people copy the link to, that plan now earns 0 in X's ranking.
A copied link can still bring people in from outside X. It just doesn't push your post up anymore.
What still pays: likes at 0.708 (the highest ever), people staying on your post, replies at 5 and back and forth with mutuals at 20.
- Also new: photo and video tags
If a post has a spam label, people you tag in its photo or video who don't follow you won't get notified. Same idea as last week's rule for replies.
- What didn't change
Every other score. Your new posts still get their extra push in the first 2 hours and first 200 views, and early likes still pick which one gets it.
Here's a recap of what you should be doing:
- aim for likes, replies and time spent, the copy link score is gone
- a DM share still earns 5, same as a reply or a quote
- likes sit at 0.708, never higher
- time on your post keeps counting at its best rate yet
- 10+ seconds after someone taps in adds 0.385
- write your replies yourself, under big accounts most of all
- give people a reason to hang around your profile
- in videos the opening seconds carry it, an open alone scores 0
- posts read to the end help X find you strangers
- smaller accounts (below 50K) get a shot at a spot near 16 for a fresh original
- early likes decide which new post gets that spot
- post when your followers are awake, the push lasts 2 hours and 200 views
- mutuals going back and forth earn 20, so follow back the regulars
- only your originals ever get shown to strangers
- like 1 and like 32 each unlock another way to reach strangers
- one strong post per feed, your second only counts 62%
- clips longer than 10 seconds for the video lists
- a post likely to win you a follow gets +4
- give your pinned post a look, it can affect the whole account
What you should NOT be doing:
- counting on copy link shares, they score 0 now
- baiting link copies, the code names a spam check for exactly that
- a spam label also stops your photo tags reaching non-followers
- AI-written replies under big accounts, "llm slop" is a flag X uses
- copy-paste replies, labeled ones skip non-followers' notifications
- chasing taps, 0.274 and dropping
- drifting off your topic, each probable "not interested" takes 53.07 away
- videos people open and leave, the open itself earns 0
- posting at 3am, it wastes the 2 hour push
- expecting replies and reposts to reach strangers
- an insult label, it hides that post from non-followers
- earning a misinfo or low quality label, which adds a warning and locks strangers out of liking or sharing
- 3 adult photos or videos among your latest 5 posts, that puts a label on you
- forgetting videos get rechecked at 64 and 512 likes
- one account label and strangers stop seeing you
- pinning a link to a site X rates badly, that can mean a label for a week
- posting your own old words again risks the copypasta flag
- a low quality link plus tagged strangers reads as spam
- bait for engagement, big or small it gets a label
- several posts back to back, they split the same feed
- hashtag piles, they do nothing
- bookmarks for reach, they score 0
- hoping a 3 day old post still lands in For You, it stops at 2 days
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🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000
If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully.
Because that market no longer exists.
What you’re watching right now is NOT normal price action.
This isn’t just an AI stock sell-off.
This isn’t just hotter inflation.
And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time.
Most people have no idea what is actually happening.
And by the time it becomes obvious, the damage is usually already done.
This didn’t start today.
It has been building underneath Bitcoin for YEARS.
And now it’s accelerating.
Here’s the truth:
Bitcoin still has a hard cap of 21 MILLION coins.
But Wall Street can create almost unlimited financial EXPOSURE around those coins.
That distinction changes everything.
Because once derivatives dominate short-term price discovery...
Bitcoin stops trading purely on who wants to own the actual coins.
It starts trading on:
1) LEVERAGE.
2) HEDGING.
3) MARGIN.
4) LIQUIDATIONS.
5) FORCED SELLING.
And that is exactly what is happening right now.
It’s the same mechanism that repeatedly drives violent moves in:
→ Gold
→ Silver
→ Oil
→ Stocks
Once derivatives become large enough, spot buyers are no longer the only force setting the price.
And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear.
But scarcity alone no longer controls the SCREEN PRICE.
Wall Street built an entire financial layer on top of Bitcoin:
→ Cash-settled futures
→ Perpetual contracts
→ Options
→ ETFs
→ Broker lending
→ Swaps
→ Wrapped BTC
The 21 million cap controls the COINS.
It does NOT cap the amount of leveraged exposure that can be created around them.
And once that leverage starts unwinding...
The market doesn’t care what the long-term thesis is.
It SELLS.
Look at what just happened:
Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours.
More than $1.1 BILLION liquidated in Bitcoin alone.
Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month.
Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand.
It starts responding to positions.
Hedging. Margin calls. And cascading liquidations.
Wall Street does not need to own millions of physical Bitcoin to push the market around.
It only needs enough derivatives exposure and enough leverage sitting in the wrong place.
The playbook is brutally simple:
1st: Build enormous leveraged exposur
2nd: Push price through obvious liquidity
3rd: Trigger stops and liquidations
4th: Forced selling pushes price even lower
5th: Buy back into the panic
6th: Repeat
THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes.
The coins didn’t suddenly disappear.
The PRICE DISCOVERY mechanism changed.
That’s what people are missing.
Bitcoin is still scarce.
But the financial claims built around Bitcoin are NOT.
And when leverage controls the marginal trade...
21 million coins can behave like a market with FAR more supply than 21 million coins.
That’s not the Bitcoin market retail thinks it is trading.
That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin.
You can choose to ignore it.
But don’t pretend nobody warned you.
Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high.
If $65k breaks, the next level I’m watching is $62k.
Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000.
The next call will matter even more.
When I EXIT the markets completely, I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
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Dario looks just like Cesare Borgia.
He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else.
The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model.
The second threat is China’s open-source models.
This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers.
Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party.
This is the American political-business game.
Have you learned it?
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Dario looks just like Cardinal Richelieu.
He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else.
The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model.
The second threat is China’s open-source models.
This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers.
Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party.
This is the American political-business game.
Have you learned it?
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What's happening at Starbase, Texas is truly incredible.
Deep in south Texas, Musk and his team have pulled in some of the most brilliant people on Earth to make space travel as normal and boring as air travel.
The energy there is just insane. It feels like a modern day Manhattan project, but built for peace not war.
The building pictured below is the actual factory where they build Starship, like a car factory for spaceships. You probably wouldn't have guessed it, since it looks like a nice office building. Most factories are cold and industrial but Starfactory feels warm, clean, with design touches that make you feel like you're in Silicon Valley.
There's something really special happening here. I envy everyone who gets to work here and live here. Most people never get a chance to devote themselves to something so meaningful, something that potentially bends the river of human history. It kind of feels like a college town, except everyone's building spaceships instead of going to class.
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聪明的朋友可能发现了,虽然BTC最低触及了66+, 但很多山寨币并没有下跌太多,比如 $Pump一夜价格没有任何波动。
这就是我经常说的理论,山寨没有那么多货可出了,也没有做市价值。
目前山寨币指数在54,以往的下跌末期都会降到30以下。
这不是偶然,是未来的趋势,BTC的波动会大于一些山寨币,反而更适合交易者操作,山寨的流动性逐渐被吸干,一些龙头会有更好的上涨,大部分逐渐死亡,不归零但没人交易。
所以抄底时也许可以多考虑一些标的。
Sharp observers might have noticed that even though BTC dipped to the $66,000+ range, many altcoins didn’t fall all that much—for instance, the price of $PUMP remained completely flat overnight.
This aligns with a theory I often discuss: there simply isn’t much supply left to dump in the altcoin market, nor is there much value in market-making for these assets.
The current altcoin index sits at 54; historically, toward the end of a market decline, this figure typically drops below 30.
This is no coincidence—it’s a sign of a broader trend. BTC’s volatility is now exceeding that of many altcoins, making it a better vehicle for traders. Meanwhile, liquidity in the altcoin space is gradually drying up. While a few leading tokens may still see significant gains, the vast majority are effectively dying—not necessarily hitting zero, but simply becoming illiquid with no trading activity.
Therefore, when looking for "buy-the-dip" opportunities, you might want to be more selective about which assets you target.
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SABONIS NO-LOOK, OVER-THE-HEAD DIME 😲
A PINPOINT BOUNCE PASS LEADING TO THE SLAM!
Fable 5.2 vs. GPT-6 Astra
Astra was 6x cheaper, but man, it got absolutely DESTROYED in this test. 💀
Compared to Fable, Astra's result looks like a bad joke.
Fable is much more expensive, but the difference in quality is insane.
What do you think? Is Fable worth the extra cost?
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Starship is now in a long coast phase around Earth. Teams will monitor Starship’s systems over the next ~21 hours that we intend to be in orbit for. We do have a few early deorbit options available should we need them, but all systems are looking good right now
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