I’m burning up max plans. How’re you guys working inside plan types rather than hitting metered billing?
We've been working hard on making the Claude Code desktop app great for running lots of sessions side by side.
It's now much quicker to start sessions, easier to split work across a few, and you can always see what each of them is doing. Here’s what's new:
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I respect this take but I also bought the new and shiny zcash etf from my degen IRA this morning. That first post was just really long.
am i mid curving this so hard probably but i feel a deep desire to protect my money that i didn’t really feel a few mknths ago im down to be patient
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I desire to shout out a sub $10m coin but I feel wrong doing it even though I think they’re doing cool stuff. Meanwhile timeline shilling $200k caps. Dear chat, what do I do?
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Now that these onchain moves calmed down, and the guy is still building, and the chart looks good, and it’s cheaper than my entry, I will share that OTC is indeed my favorite high beta on chain launchpad-and-stuff coin. It’ll prob go to 0 eventually like all things but I like it. it. Nfa.
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Training Claude on 10k of my past emails because the first day I let it send a couple things it puts URGENT in all caps in the headline and then is audacious enough to use dashes instead of bullets in the body.
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Ledger 🇺🇸 retweeted
$ZRO, this is a great weekly chart, and the FA has clearly improved dramatically with Atlas coming in the next few weeks and 75% of fees will be going to buying the native token. These aren't small volumes either. There is a very high ceiling potential imo overall
Will take it d end up being one of the better plays of the cycle.
Will take it d end up being one of the better plays of the cycle.
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I am good friends with the cofounder of LayerZero. He literally never talks price, never asks for promotion, always heads down. Some of us who support him and the project do all those things though. Anyway, cry harder, job’s not finished.
$ZRO has to be a coordinated shill.
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The market is starting to like my largest positions and other people are doing the bullposting. Betting on your friends paying off once again. Love seeing them win (and me too).
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Crazy undervalued @inversebrah. I’m worth about ten cents. Cobie and Flood absolute Midas touch. This $3 row is goated tho.
You have $15 to spend.
Who are you picking to make you generational wealth?
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Monad is one of the largest seed checks I ever wrote so I’m gonna put this chart real small on the left side so we can give it an opportunity to 10x from here on the right side (please)
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Send us to Valhalla Mr Coulou
A few more thoughts on the below:
- ZRO is currently valued less than Sui, Cronos, Hedera, Avax, Mantle, Monad, ICP, Filecoin.
- It's about to launch a performant and decentralized chain, and I believe it will quickly rerate above all those other chains.
- The team has been n the space. They know the in and outs of each chain through their work on interop, and may be the best positioned team to build something an order of magnitude better than what exists today.
- Their prior experience is a core advantage for their chain design: independant & interoperable zones with their own execution environment
- They helped bootstrapped chains in the past and will likely be able to attract a good amount of capital to bootstrap their own. They also strategically released what they are building back in Feb to attract more partners.
- Many dismiss the partnerships as partnership theatre + a lot of fud around the kelpdao incident + worries about unlocks + pricing ZRO as an interop token. I think those are all reasons why ZRO has a real chance to surprise to the upside as partnerships materialize into real developments, the chain launches etc...
A few things they do that are really interesting imo:
- High throughput (up to 2mm txn/s), low latency, which will allow to develop use cases that were not possible on chain before (NYSE onchain, Agentic micropayments , DTCC collateral management and more).
- Start with proven verticals and business models: Exchange (ATLAS), Payments & Privacy, General computing platform.
- ZRO will be used for gas, staking, governance , fee rebate on Atlas via staking + buyback / burn for every network fee: base gas, priority fees from state contention, tips/MEV, payments-zone fees, markets-zone trading fees etc...
- Public-chain as a service approach. They have a core scalable foundation and they build primitives on top (like ATLAS or privacy-preserving stuff) that can unlock core use cases for builders on the chain.
- Internalize MEV economics (no value leak to third party protocols)
- With their cross chain messaging experience, I wouldn't be surprised if they can do cross-chain collateral margin well on their headless exchange ATLAS
- Already released details on their post-quantum approach
all-in-all I believe each cycle presents the chance to bid a novel L1 and / or exchange. 2020-2021 was ETH & BNB. 2023-2024 was SOL & HYPE. What if 2026-2027 is ZRO & ZRO?
game on
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Ledger 🇺🇸 retweeted
After a full month of on-chain shenanigans, these are my conclusions (opinions):
1. On-chain trenchers are not traders, this is like a slots enthusiast comparing themselves to poker players
2. Barring illegal activites, on-chain trading is harder but zero-to-hero is significantly more likely
3. Trading on CEXs is easier (risk of ruin is much more obvious) but generally takes longer
4. These platforms are not mutually exclusive and should be viewed as different opportunities for people with the capital to allocate towards them
5. More than half the top 100 leaderboards for fomo are scammers. P&D groups on telegram, bundling, copy trader killers and genuinely, I would just say they're dumb (which is a super power when it comes to memes)
1. On-chain trenchers are not traders, this is like a slots enthusiast comparing themselves to poker players
2. Barring illegal activites, on-chain trading is harder but zero-to-hero is significantly more likely
3. Trading on CEXs is easier (risk of ruin is much more obvious) but generally takes longer
4. These platforms are not mutually exclusive and should be viewed as different opportunities for people with the capital to allocate towards them
5. More than half the top 100 leaderboards for fomo are scammers. P&D groups on telegram, bundling, copy trader killers and genuinely, I would just say they're dumb (which is a super power when it comes to memes)
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Sent my biggest production project into a full blown opus 5.5 review / audit / improve one-shot routine. Stuff like this is so fun to see what it’ll come up with.
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Okay, 5.5 really is amazing. Been heads down for the last couple days. It ships way more complete features than Opus 5. It has reworked most of my application in good ways.
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These numbers are mind melting
JPM: "Anthropic began the year with 1-2 GW of compute but according to a Sept 6 report has now committed to pay for access to another 15 GW of power that it will access over the next few years. The estimated cost: ~$500b to rent cloud capacity, chips and leases on data centers. of projected data center expense that Anthropic mentioned last year through 2029. Anthropic is catching up to OpenAI which increased its estimate of data center expense from $660b to $750b through 2030, which is shooting for 30 GW by 2030 (equivalent to 30 modern 1 GW nuclear reactors, and the US only has ~95 of them)."
Of course, the first concern in this is whether Anthropic and OpenAI can bring in the average revenue per customer needed to offset spending commitments. As I warned in my recent report on "The AI Trade" (sageroadresearch.com/products/the-a…): "We often pose the same question to clients: What if agentic AI is more akin to private flight than cell phones? The TAM for both private flight and cell phones is the entire global population. However, scale made cell phones affordable for most of the population while that remains fundamentally impossible for private flight. What if agentic only makes cost sense for a sliver of use cases across sectors? We believe it’s a question far too few are confronting today."
The second concern is whether these commitments actually yield the compute capacity needed. To again quote the report: "Our more immediate concern is not data center capacity outpacing compute demand. Instead, it’s hyperscalers failing to build out the data center capacity required to improve their models enough to inspire adequate enterprise spending.
The data center buildout is falling behind schedule. This year, between 30 and 50% of the large-scale data center capacity that was expected to come online will likely be delayed. As for 2027, more than 60% of data-center capacity planned for completion wasn’t yet under construction as of May, and another 7% had been officially delayed. Delays have always been part of the data center construction reality—historically, only 72% of data center capacity has come online on time. However, things are clearly getting worse. Goldman expects only about half of the AI computing capacity scheduled to activate between now and 2028 via data center construction will actually come online by its target date. As asset valuation firm Barkr calculated in an August report, delays at that rate would translate to a compute supply/demand gap of 13.4 to 19.2 GW in 2027 and 27.3 to 36.8 GW in 2028."
As for electricity supply: "Annual growth between 2% and 3% is expected through the end of the decade, with data center electricity demand more than doubling from 31 GW in 2025 to 66 GW in 2027. BofA has projected that the US will face an electricity generation shortfall of 100 GWs or more by 2030, with only roughly 90 GWs of new supply coming against more than 200 GWs of new demand."
JPM link: assets.jpmprivatebank.com/content/dam/jp…
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