claude code is having it's cursor moment after karpathy sensei's post. never been a better time to try it.
my latest blog on how to get the most out of claude code 2.0 and other agents in general is up now. grab a chai and have fun reading!
sankalp.bearblog.dev/my-experience-…
Kevin Warsh is the next Federal Reserve Chair.
Markets may confuse him as a "Hawk".
His actual stance in 2026 is nuanced.
Here's his policies and how they affect the markets:
1. AI/Semis ( $NVDA, $MU): Extremely Bullish
2. Metals (Silver, Gold): Extreme Bearish
3. Crypto (
. RevolutRevolut Support employees have tried to extort me for money
They matched my name and I’m
Doxxed to my acc which I made years back
They contacted my sister and told them show to your brother to pay up
They have blocked me
Will post emails from Revolut dpo legal
One reason Twitter, despite being absolutely broken in many ways, never get threatened by Bluesky or Threads or whatever is because you have obviously state-sponsored shitposting in the middle of a war.
SK Hynix Has a Plan for HBM4 'Performance Jump'… Pursuing New Packaging Technology
SK Hynix is seeking a transformation in packaging technology for High Bandwidth Memory (HBM). The company has devised a technology that can enhance HBM stability and performance without a major
Claude can now directly access Financial Datasets through MCP.
You can ask questions in natural language and access income statements, balance sheets, cash flow statements, and more for 17,000 companies over the past 30 years.
Too bad Bloomberg isn’t publicly listed.
I’ve just documented the largest single fraud case I've ever seen in #TheHobby. One eBay seller. 10,000+ sales. $1,000,000+ stolen. I’ve personally added 4,000+ compromised Beckett Collectibles cert numbers to our Fraud Alert at CheckCOA . This isn't a scam, it's a factory. 🧵
TLDR Oil Tokenomics:
- 3 token system (Brent, WTI, Dubai), each produced on different chains
- Not 1:1 redeemable
- 3 main bridges (Hormuz, Malacca, Suez) to move oil between chains. Hormuz is down
- Devs (OPEC, US) control mining rate + insider supply (SPR) + sanctions
Some might think oil is overbought, but the market is actually remaining optimistic compared to the sheer severity of the current situation.
If this doesn't get resolved quickly, we are in serious trouble. Even Saudis and the UAE could be forced into a shut-in.
Rumors are
1/ Welcome to the Circle $USDC files.
$420M+ in alleged compliance failures since 2022, including fifteen cases of the US-regulated stablecoin issuer taking minimal action against illicit funds.
Stuff I wish I knew when I was younger:
1. Doing something poorly and consistently is better than doing it in a world class manner occasionally
2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good
Jukan CPU 不能像 memory / optics 那样猛涨价,这个判断在“普通紧缺”场景里是合理的,就像今年年初一样,只有10%的涨价
但他的前提是,每块GPU带几个CPU比例是主要的CPU增量:“如果没有 MI308X,Q4 Data Center 只会比 Street 高不到 1%”这个data point很有价值,充分说明了现在CPU增长的来源,agentic