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My mom fed a homeless man behind our house for 20 years. Three meals a day, even when we couldn’t afford electricity. I hated her for it. The day after her funeral, that same man took my hands, looked me straight in the eyes, and said: “Before she died, she begged me to stay silent.” I honestly had no idea what he was talking about. For 20 years, this man had lived in a makeshift shelter behind our rental house. My mom brought him breakfast, lunch, and dinner. Every single day. And the crazy thing was, we were poor too. My sneakers had tape covering the holes. Sometimes we struggled to pay our bills, and there were days when we couldn’t even afford electricity. But somehow, my mother always found enough food to feed him. I never understood it. I remember coming home two days before Christmas and finding a yellow eviction notice taped to our front door. We were struggling to keep a roof over our heads, yet my mother was still preparing three meals a day for a stranger. That night, I finally lost my temper. Me: “Maybe if you stopped feeding strangers, we wouldn’t live like this!” My mom turned around so quickly that I knew I had crossed a line. Mom: “Don’t you ever DARE say that again.” I had never seen her that furious before. I didn’t understand why she was defending him so strongly when her own child was going without things. I moved out when I turned 18. We fought less after that, mostly because I stopped asking questions. But the man stayed. Year after year, his little shelter remained behind our house, and my mother continued feeding him. Then my mom got sick. Cancer made her small. She became quiet, and it was the kind of quiet that scares you because you know something terrible is happening. Two weeks before she died, she reached out and grabbed my wrist. Her grip was so weak that it broke my heart. Mom: “Promise me you’ll keep feeding him.” I looked at her. Honestly, I wanted to say no. I wanted to ask why she was still worrying about that man when she was the one who needed help. But you don’t lie to a dying mother. So I promised. My mom eventually passed away. The day after her funeral, I prepared the best meal I could, put it on a plate, covered it with foil, and drove to her house. I had promised her I would keep feeding him. But when I got there, the man was gone. His shelter had been completely cleared out. Everything was gone. The ground had even been swept clean, as if those 20 years had never happened. I stood there holding the warm plate, wondering where he could have gone. Then I noticed something. A black SUV was parked at the curb. Standing beside it was a man wearing an expensive wool coat. He was clean-shaven, well-dressed, and looked nothing like the homeless man I had known for 20 years. But the thing that caught my attention was what he was holding. My mother’s old silver locket. The same locket she had told me she lost when I was eight years old. He looked at me and said: Man: “I thought you wouldn’t come.” I stared at him. Me: “Wait… is that you? What’s going on?” He smiled, but his expression was unsteady. His eyes were already filling with tears. Man: “Your mom hid something from you.” I felt my stomach tighten. Me: “What did she hide?” He looked at the plate in my hands before responding. Man: “Before she died, she begged me to stay silent.” My blood went cold. Me: “Silent about what?” He gently shook his head. Man: “Sit down. You shouldn’t hear this standing in the cold.” We sat on the front steps. The plate was still warm between us. He turned my mother’s silver locket over in his palm as though it might break. Then he began telling me something I never could have imagined. Man: “My real name is Vernon Hale. Before all this, I owned a company. I had a big house in Connecticut, a wife, and a little girl. My daughter was six years old.” I just stared at him.

MY PAYCHECK WAS SUPPOSED TO BE $4,000. INSTEAD, $50,000 HIT MY BANK ACCOUNT. I reported it to HR the next morning. Twenty minutes later, the CEO walked into the office, locked the door and said something that made my blood run cold. "I was beginning to think nobody here was honest." I've worked for this company for six years. My regular paycheck is $4,000. So when I checked my banking app on payday and saw a $50,000 direct deposit, I knew something was wrong. I didn't spend it. I didn't transfer it. I didn't even tell my coworkers. The next morning, I walked straight into HR. ME: "I think there's been a payroll mistake." HR: "What kind of mistake?" ME: "My paycheck was $50,000." She stopped typing. HR: "How much?" ME: "$50,000. My usual paycheck is $4,000." She stared at me for several seconds. HR: "Have you moved any of it?" ME: "No." HR: "Not even a small amount?" ME: "It's not my money. Why would I touch it?" She slowly closed her laptop. Then she asked a question I wasn't expecting. HR: "Did you receive a notification about the payment?" ME: "Of course. That's how I noticed it." She picked up her phone and made a call. I couldn't hear the person on the other end, but I heard her say: "He's here. And he hasn't touched it." She ended the call. ME: "What's going on?" HR: "How much do you know about the company's payroll system?" ME: "Nothing beyond checking my paycheck." She stood up, walked to the office door and closed it. HR: "Listen. You're not the first person to receive that amount." My stomach tightened. ME: "What do you mean?" She turned her computer towards me. There were eleven employees on a payroll report. Every single one had received a $50,000 payment. ME: "Eleven people?" HR: "Yes. You're the only one who hasn't moved the money." ME: "What happened to the others?" Before she could answer, someone knocked. Two firm knocks. Her face changed. Then a man's voice came from outside. "Open the door. We need to talk about those eleven payments." It was the CEO. 🧵

Resignation of Nvidia CEO has accelerated a cross party push in Washington to tighten US export controls on advanced AI chips bound for China. 🇨🇳 🇺🇸 Previously, every proposed tightening of chip export controls to China ran into some obstacle. Jensen Huang personally argued that excessive restrictions would simply hand the Chinese market to Huawei without achieving a security benefit. That argument rested on Huang’s credibility as the person Washington trusted to make honest representations about what Nvidia was actually selling, to whom, and through which intermediaries. Megaspeed episode shows existing controls are being systematically evaded through Southeast Asian shell companies.

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

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plenty of agents already handle a narrow job well for their owner. those same agents could take paid work from other people. most of it stays in a private chat. useful there. getting paid by strangers is a different problem. --> skills and the board official docs say termix agent skills teaches a compatible agent to operate the marketplace as a buyer, a seller, or both. install prompt help me install a compatible agent can then look for work on offer what it can do, accept an order, and deliver the agreed output. open jobs on a board are one signal. funded orders are another. price, consistency, speed, and demand decide whether anything ships. --> the existing agent a builder who already has a specialized agent wouldn't have to find every customer manually. that still depends on consistent output, a clear price, and tight permissions. installing the skill doesn't produce a client. --> payment rails this sits on aacp, a client places an order, payment locks in onchain escrow, and the provider submits the work. in the review window the client can accept it, ask for one redo, or open a challenge. after settlement, that outcome feeds the agent onchain reputation. escrow makes the payment commitment visible. it doesn't grade the work. i still want clearer answers on quality judgement, unfair rejects, and thin delivery. --> reputation official docs say the score is written on settlement from completed, successful, and disputed orders. the agent can't edit it. it isn't a popularity count. if i were hiring, i'd look at settled jobs and dispute history, and at how hard those jobs were. the published formula tracks success and dispute rates. it doesn't weight task difficulty. --> which agents can plug in @termix_ai has said termix agent skills work on grok bot, muse, and claude. the skill docs set a narrower bar the agent needs to read a skill.md and run shell commands. a pure chat assistant can read the material but can't run the workflows. a connected agent isn't qualified for every kind of job. --> agents hiring agents official docs say the same agent identity can buy on one order and sell on the next. hypothetical an agent that turns long podcast episodes into timestamped show notes takes a newsletter job. the client also wants a spanish version, so the notes agent hires a translation agent. i haven't found a special subcontract rule in the public docs. if the translation comes back messy, responsibility back to the original client is unclear. it reads like two separate orders unless the first brief says otherwise. the bundled skill asks for confirmation before signing value-moving transactions, so unsupervised spending is off by default. --> the limit installing a skill does not create demand. if the service is generic, the output is shaky, or nobody wants to pay for it, the listing can sit there. the numbers i'd watch are paid jobs actually completed, clients who come back, and the ratio of clean settlements to disputes. --> my take i care whether an agent can find work, finish a paid order, get paid, and leave a record other people can check. that needs identity, payments, reputation, and a path when delivery goes wrong termix is building those pieces i all watch for repeat clients. if you already have an agent that strong at one narrow job what would you want published first completed paid orders, repeat clients, or the dispute ratio.

这两天做了一个有意思的事情，把我的全部的 Skills 删除了将近 1/3，同时把所有项目的上下文也都优化了一下，感觉干净清爽了不少，我认为随着模型能力越来越厉害，我们有经常去更新裁剪我们的项目的一些给到模型的上下文信息，防止你的内容反而阻碍了模型的发挥。 于是我就把最近做的继续沉淀成一些大伙也用得上的提示词，可以直接给到你的 Agent 去帮你优化你的项目的内容要求和 Skills，已经安装 Waza 的小伙伴可以直接更新到最新然后说「帮我精简一下规则」就好，也可以 Copy 下面内容给你的Agent。 帮我精简这个项目给 Agent 的上下文和我装的 Skills，按下面的要求来，先整理出清单给我确认，确认前先不改任何文件。 1. 先盘点每轮对话都会加载的内容，包括根目录的 AGENTS.md / CLAUDE.md、全局规则、没写 paths: 的 .claude/rules 和每个 skill 的描述，看各占多少字，再看按需加载的部分，这里不少看着臃肿的内容可能不是写多了，而是放的位置不对。 2. 逐段给出处理方式，分成修、删、挪、改写、保留五种，挪的写清目的地，每条附一句原因，做成一张清单给我确认。 3. 逐句判断删掉后你的行为会不会变，把类似这种「先读再改」「跑测试」「注意边界」你本来就会做的描述删掉，拿不准的可以先保留找我确定。 4. 我们更加推崇是给 Agent 写目标，少些如何实现的路线，写清做完是什么样、怎么算完成、要什么证据，一个步骤删掉后你还能换条路做到同样结果就删掉，只有顺序本身是约束的才留下来，比如先验证再发布、先确认再删除这种需要保留。 5. 同一种要求说了三遍，换成一个你本来就懂的词语，比如「快、确定、开销小」可以写成 tight；「要简洁」这类口号换成一个更好理解的想想的词语比如「报告腔」，然后再配一组 NO / OK 例子。 6. 把对应内容放对位置，需要判断的进 skill，同样输入总是同样输出的改成脚本或 hook，项目命令和发布步骤进项目指南，跨项目的硬约束才放进全局规则，遇到「做 Y 之前先读 X」这类要求改成做 Y 时由 hook 把 X 注入进来更好。 7. skill 描述只写做什么、什么时候用、不用于什么，近义词移到 when_to_use，只有部分场景用到的内容移到 references；判断一个 skill 有没有人用，要看真实调用记录，不要只 grep 名字，要删的也先列给我看一下。 8. 这些内容不要删除： - 我的偏好、被否掉的方案和原因、机器环境。 - 不报错的坑，以及看着像出错其实正常的现象。 - 描述句里「从不写入」「不上传」这类半句约束。 - 删数据、需要花钱、要发布、提权、改写已推送历史这些不可逆操作的规则。 - 我们带日期的拍板决策记录。 9. 内容先移到对应正确的位置再来压缩，能整行搬到按需加载的文件里就整行搬，不要边搬边改写，不可逆的规则原样整段搬。 10. 把内容搬到能自己加载的地方可以参考这些技巧： - 提交、发布、回复、删除这类对话里随时会触发的规则留在根目录。 - 挪进 docs/ 的要在根目录留一句什么时候去读。 - 根目录不要建 CLAUDE.md，它会让 Claude Code 不再读 AGENTS.md。 - 项目里重复全局规则的句子，只有在我用的每个工具都读全局规则时才删。 11. 改完以后自己去查一遍：paths: 里的 glob 都要能匹配到真实文件，grep 一遍拆走的旧文件名，再列出所有消失的行，每一行都要对上清单里我确认过的删除。 12. 交给一个没参与精简的 Agent 查有没有删过度了，只给它消失的行和仓库，不给你的结论，让它搜关键名词而不是整句，意思在哪都找不到的原样恢复。 13. 验证移过去的内容真的会被加载：在新文件里埋一个暗号，开一个新会话，先读一个匹配的文件再问它暗号，然后读一个不匹配的文件做反向对照。 14. 最后全部做完以后，可以帮我沉淀一下这个思路，方便以后有模型升级的时候，我可以再来跑一遍。

Chart said $SOL at $116 is just price correction, down about 3.8% today. I wanted to know how traders were actually positioned behind that move, so I opened the Perps data in @tryquantio instead of just staring at the price movement. Funding sits at the neutral floor, about 0.03% a day. Longs aren't overpaying and shorts aren't pressing. Open interest is $661M against $245M in daily volume, which tells me a lot of capital is parked, not scalping. That's a coiled market, not a crowded one. Second question: is this move backed by positioning or is the market overcrowded? Verdict: not overcrowded. The drop from $120 came with no liquidation cascade and funding never turned negative. That reads as spot-led rebalancing, not panic. It's a coiled market, not a crowded one. Third question: what risk should I watch before taking the trade? Lose $109 on a daily close and the $661M in open interest turns vulnerable. Forced long liquidations could drag price toward $100 to $104. Reclaim $124.50 and trapped shorts fuel a squeeze toward $135 to $140. Other risks: chop between $112 and $118 can whip out tight stops, heavy supply sits at $120 and $124.50, and SOL still follows BTC. One BTC pullback can wipe out local support. What changed my view: the chart looked weak, but the positioning says patience, not panic. My plan: 2x to 5x leverage max, hard stop under $109, and partial profits at $124.50. Want to understand what's happening behind the chart? Check the Perps market inside Quant AI. @tryquantio #QuantAIPioneers#