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Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late Burry's reasonings: 1. Without Huang, customers are free to “slow down deals, push back, renegotiate terms, or simply walk to a competitor” 2. Nvidia financed customer purchases through special vehicles and hidden debt, creating “tremendous leverage in the system” 3. Huang pushed customers to buy chips they didn’t need yet by threatening to cut their future allocations 4. Its growth may slow and “critically, its margins may fall” With Jensen Huang out, Burry says “Nvidia bulls will have another fluffy big chance to get out. Get out.”

Jensen Huang rescued me from probably living in debt the rest of my life. I was told I was one of just three hires that he approved during the pandemic, during a hiring freeze. I've never spoken to him, and only passed by him in HQ once. His personal life is frankly none of my business. But as a leader, I have yet to meet a better one. Ousting him is financial suicide, and I can only assume there is a hidden ulterior motive because I can't fathom any other reason for destroying the company's value.

好久没看到过这么 solid 的前端技术文章了：《Rebuilding the global town square from scratch》 现在所有新闻都是 AI AI AI，看到一篇硬核的技术文章简直是一股清流，这篇文章是 X 的工程师写的，核心内容是介绍他们如何彻底重写了 X 的 Web 前端，重点解决性能和架构问题。 旧版看一个主页要 27秒，新版只有2 秒。 旧系统已经跑了十年，React + GraphQL 写的，各种技术 debt，有三个不同的服务端。 新版将三个系统合为一体，技术栈 React + Relay + Fastify，修改为 Streaming SSR。 文章中有很多很多技术细节值得看看，还有各种动态的架构图也做到非常好。

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What Menlo has done over the last 24 months is exceptional. Yes, they did Anthropic’s round at $4BN that will make them $50BN+ as a firm. NICE! But they then took that and went f****** hard. They do Lovable, Higgsfield, Legora. They compounded the brand win of Anthropic to cement their position from respectfully a slightly ageing firm to being a dominant venture leader at the forefront with Thrive, a16z, Benchmark etc. It is incredible to see and I sat down with @venkyganesan to shoot the s*** on this. 1. Every Seed Investment Is an Option Bet Seed-stage deals function as financial options to discover true outlier potential before committing major capital. VCs must construct a broad enough portfolio to secure sufficient at-bats, only sizing up their position when quantifiable, revenue-based metrics prove an outlier has emerged. 2. What Is the First Sign of the AI Wave Cracking? Market cycles rarely collapse due to equity write-downs. They fracture when levered debt defaults occur. When market participants take on heavy leverage during an AI boom, precise timing becomes as critical as being directionally correct, making debt obligations the primary failure vector when cycles turn. 3. Why Every VC Must Now Prioritize IRR Every startup in the current landscape writes a structural tax to the Mag 7 and hyperscalers for compute and foundation models. Because LPs can buy index exposure to those same public tech giants without fees or carry, private VCs must generate outsized IRR performance, beating public markets by at least 1,000 basis points, to justify private capital allocation. 4. Why LPs Wanting Smaller Funds and Slower Deployment Is BS LPs cannot demand both smaller fund sizes and multi-year deployment paces in the middle of a generational platform shift. Because AI startups face immense capital requirements to scale compute, VC firms that refuse to deploy capital rapidly will watch competitors step in and capture the category winners. 5. The Theory of Reflexivity and How It's Causing Markups Reflexivity creates self-reinforcing loops where fast revenue growth triggers rapid valuation markups, attracting elite human and financial capital that further accelerates growth. However, when copycat investors chase markups for momentum rather than underlying fundamentals, reflexive valuation bubbles inflate until market realities force an inevitable correction. 6. Sometimes You Pay Up Because You Have Unique Insight Premium entry prices are not always the result of irrational bidding. They often stem from an investor's ability to recognize a fundamentally larger total addressable market than the consensus. When a VC possesses unique conviction around an expanding market opportunity, paying above current rates reflects calculated foresight rather than price-taking behavior. 7. There's No Limit to What a Person Can Do as Long as They Don't Care Who Gets the Credit Personal ego remains one of the most expensive liabilities in venture capital and company building. True long-term success requires setting aside individual notoriety, focusing ruthlessly on generating LP returns, and empowering teammates and founders without worrying about who receives the public credit. (links in comments)

Seven switches stand between a stock token and a loan. The $PLEDGE desk makes you flip each one yourself. Film M follows a single example, 100 NVDAc, from raw value to a repaid loan: 1. Connect: reads your account and sends nothing 2. Approve: an exact-amount approval, never a blank check 3. Supply: its own review, then your confirm 4. Enable: collateral switched on in a separate review 5. Borrow: debt, health and fee shown before your wallet opens 6. Repay: an approval alone does not repay 7. Read back: the mined transaction is checked and your position is refreshed Before switch 1, the desk does the math in the open. 100 NVDAc is about $23,481 (oracle price times the token-to-share multiplier, on two separate clocks). A 70% factor makes a 16,438 USDC theoretical limit, caps and liquidity shrink it to real room, and choosing half lands at about 8,219 USDC. That costs 6.58 USDC a month at 0.96%, starts at health 2.00, and a simplified 50% price fall takes health to 1. $PLEDGE lives on Robinhood Chain. The loans run on Base. Holding $PLEDGE is not collateral, not a fee entitlement and not loan eligibility. Built on Aave V4 data. If their value falls too far, Aave can sell your tokens. The loan still needs to be repaid. Illustrative walkthrough of the shipped UI, nothing signed or sent. Eligible users outside the US only. @aave @PledgeDesk @ponsdotfamily @coinbase CA:0xbCeFDAB9Ea24a16ca6F993A36f74Da17c63B8C3A Trade only the contract posted from this account.

You typed an amount, approved the token, and nothing was supplied. That's by design. In this $PLEDGE desk film, an approval is only a permission for this exact amount, to the verified Aave Spoke. It moves nothing. - The review shows the network (Base), the action (Approve 0.00000001 NVDAc), your account, the transaction contract (the token itself), the token spender (the verified Aave Spoke), current USDC debt, health now and projected, remaining borrowing power, and the estimated execution fee - Change the amount, account or network and the review closes (the film shows a repay amount edited from 100 to 120) - After 60 seconds it expires, so preview again for current terms - The supply gets its own review and its own wallet confirmation - Enabling collateral is one more reviewed step Read each review. Confirm each action in your own wallet. Built on Aave V4 data. Captured read-only examples, 3 Oct 2026. No wallet signed or sent anything, and no activation was run. If their value falls too far, Aave can sell your tokens. The loan still needs to be repaid. Eligible users outside the US only, issuer and Aave rules apply. Lending runs on Base, separate from $PLEDGE on Robinhood Chain. @aave @PledgeDesk @ponsdotfamily CA:0xbCeFDAB9Ea24a16ca6F993A36f74Da17c63B8C3A Trade only the contract posted from this account.

🚨SlowMist TI Alert🚨 💸 @Goldpesatoken Loss: ~$114.9k 🔍 Root Cause: GPXHooks' reBalance() performs liquidity operations through the shared, flash-accounted PositionManager inside an attacker-controlled PoolManager unlock without verifying that the PositionManager's GPX/USDC currency deltas are zero, so the hook's burn credit is not isolated from the caller's state. The attacker opens an unlock, mints a WETH/USDC position via MINT_POSITION without settling (leaving the shared PositionManager with a −114,999.999187 USDC delta), then swaps on the GPX pool to trigger the hourly rebalance: the hook burns its real position and earns a +148,868.602189 USDC credit, but TAKE_PAIR can only withdraw the net positive delta, so the hook receives just 33,868.603002 USDC while the attacker's phantom debt absorbs the difference. Burning its own position cancels that debt and the attacker takes 114,999.999186 USDC straight out of the PoolManager — a missing delta-isolation / zero-delta check on a shared PositionManager. 📌 Attacker: 0x4a5FD2e9357cC87DF4cD6A1808174DBc8646899F 📌 Victim: 0x4519e2b040ff1B64fa03aBe2AeF0BC99D7CcEaA8 📌 Vulnerable Contract: 0x4519e2b040ff1B64fa03aBe2AeF0BC99D7CcEaA8 Powered by Tx: