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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

🚨 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.

First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.

Jensen taught me a lot. But the most important things he taught me was to care about the details. And keep pushing no matter how long it takes you. 3 years ago, he invited me to fly on his jet with him. I was shocked. And he did it because he knew I was this unrelenting person that chased Snowflake for years to make the impossible a reality. He knew I was that person and he remembered I was that person. Few people at his level care to do either. He did both. I owe him a lot. He built a great company that changed my life forever. And he gave me the means to execute on my ambitions in a way that nothing else ever could. Praying for him, his family and everyone at NVIDIA past and present. PS. Photo is not AI generated. This flight was to Snowflake's conference!

Be Jensen: > Asian American Dishwasher at Dennys > Founded $NVDA and pioneered GPU computing > Took an extraordinary gamble in CUDA, despite the company close to bankruptcy risk. > Bet paid off heavily, and Nvidia was there as the infrastructure for deep learning and generative AI. > Spent last 33 years of his life growing $NVDA, and finally saw it become a $5T+ company > Devoted his life to establishing American AI leadership > Started having more influence on policies that Washington conflicted with > Leaks and hit pieces happen all at once around midterms > Washington tries to push out others like Lutnick that shared similar China stances to Jensen. > Forced to resign by Taco Bell and NFL experience board members over unconfirmed Spy accusations + personal relationships. > Huang's leadership then questioned by politicians that ask how $META makes money or how Wifi works. > Slandered by US media that think because Mcdonalds did well under a CEO change, so can American semiconductors like $NVDA. This feels like a horrible joke. Jensen Huang was the pinnacle of visionary tech CEOs and living the American dream. Ousting Jensen Huang will go down as one of most consequential and darkest decisions in recent US history.

BREAKING: Indian telecom giant Airtel’s Chairman, Sunil Bharti Mittal, praised Elon Musk’s “mind-boggling” achievements, says Starlink V3 is pushing the limits of physics. “I have to acknowledge what he has done is mind-boggling, @elonmusk. His compute or his connectivity capacity in the space has gone manifold, and it’s happened in the last four or five years under our watch. So the last launch that he made on Starship, the satellites he put up, the V3, they have a capacity of as much as the entire OneWeb capacity. So at one Tbps capacity in a single launch means he’s trying to push, if not break, through the laws of physics, which means a lot of connectivity is going to come from space, and the terrestrial industry needs to be prepared for that.”

There is a part of the Ethereum space that's often pushed to the sidelines, yet refuses to disappear @EFDevcon gave @sbetamc and me a stage to talk about the Iranian Ethereum community's journey over the past decade

🚨 NOW: Treasury Sec. Scott Bessent just made it clear that Nvidia Board forcing out Jensen Huang does NOT let the rest of the company off the hook ‼️ "We don't know for a fact Jensen Huang knew this." "The story was on Jensen Huang's personal foibles. The REAL story should be, did Nvidia know their client? Was there a robust effort to make sure there was no leakage? That they were selling to what were obvious pass-through shell companies!" "It's important ANYONE at the company THERE be held accountable for THAT." Megaspeed became one of Nvidia's BIGGEST AI chip customers, reportedly spending more than $4 BILLION There were already questions as to whether they were being routed to China. We can't hand China an inch! The Board cannot just push out Huang and think it all goes away.

FFFF Framer Friday Fun Facts. Moro vs MLD. M vs M Moro. I had real trouble pushing it past reviews. Now its my highest-ranking free template. MLD. This went pretty smoothly. Few nitpicks, but overall it was IN. Now ranking 15k; despite it, it has brought Framer nearly $2K of revenue. MMS - Make it Make Sense Clicky clicky