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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.

10. Cade Cunningham, @DetroitPistons Last week: 13⬆️ Season stats: 25.0 PPG, 5.2 RPG, 7.9 APG Game of the week: 52 points, 11 assists, 5 rebounds and 0 turnovers in win at Washington. Cunningham powered his way into the Top 10 based on his most recent game, one of the best performances of the NBA season. As if scoring 52 points in double overtime wasn’t enough, he managed zero turnovers in 48 minutes, becoming the first player in NBA history to get 50 points and at least 10 assists (he had 11) without a mistake. The Pistons are third in the East standings at 8-3.

“It was the best I’ve ever done it in my NBA career, for sure.” Cade Cunningham (52 PTS, 11 AST) on how well he felt like he minimized mistakes and maximized effort after becoming the first player to record 50+ PTS and 10+ AST with ZERO TOs since 1977-78 in the Pistons’ 2OT win! (via @omarisankofa)

🤦‍♀️ Jensen made a rookie mistake. He had a board. In 2014, my board kicked me out for saying no to spies. In 2026, Jensen’s board kicked him out for saying yes to one. So the board gets you either way. Founders: Don’t have a board. Be the board 😏

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. 🧵

In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming. The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment. @JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future. NVIDIA and the broader AI developer community still need his leadership and spirit of innovation. (Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened. We need a prediction market on this: when will Jensen be back?

if you want to automerge thousands of pull requests , this is how she does it (via @poteto). 809 in june. 10,926 in october. merged prs a month that touch the grok bot team's code. i went through her posts and put the setup in one place. every pr still gets an agentic risk review plus bugbot. low- and medium-risk ones automerge. only higher-risk ones get a person. day to day, in her words, it's just grok bot and cursor projects. she used to have more cursor automations and replaced them with slack bots that have routines. she works on many streams in parallel with pstack: perf, bug fixes, agent-friendly refactors, her own skills, features, ui polish, the harness, release and observability. not from sitting in a review inbox. she's said the speed gains come from parallelizing. a single chat can take longer because of verification. she handholds it less, so she can run several large projects at once. the real setup is in the codebase and the checks around it. she treats the codebase as memory. every agent mistake needs to turn into a constraint. her team built their own framework for grok bot so some anti-patterns become hard to write at all. agents have to verify their own work. they run the app, and can sometimes model it in tla+. they produce screenshots or video that are easier to check than the whole pr. formal verification skills and ordinary run-and-debug skills work together. she calls this an inverse pyramid. push as much as you can into determinism (fuzzing, property tests, formal and runtime verification, stricter languages) instead of spinning up more agent swarms. in her oct 6 post, she tells sandcastle, a grok team bot, to cut. it runs a buildkite dry run, dms every pr author (they can object), kicks the build, and watches it. then it starts a fuzz swarm: usually 10+ agents on grok 4.7 xhigh, some directed, some chaos monkey, using their verification skills and feature map. when something is high priority, she tells sandcastle to @ mention poteto, her engineer bot, which then spins up a cursor project to triage and fix. her team ships a new stable version of the client at least once a day. that's a lot of machinery under "just grok bot and cursor projects."

NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world. I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment. But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it. Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc. Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America. I stand with Jensen. Love you all ❤️