My full conversation with @based16z
0:19 the Hyperliquid call
5:01 almost losing his $HYPE airdrop
8:27 life after life changing money
10:12 dating a billionaire's daughter
14:37 from online poker to Crypto
16:40 two trades made his year
20:56 the Snapchat trade
27:43 Sydney Sweeney $AEO trade
31:14 posters move markets
41:42 loot and rob
44:23 advice for a 20 year old
47:23 math lore
51:49 why he has no social media
RT @LH: No, it definitely won't. I personally spent several years building SHA-256 as a Boolean circuit and then using all the most sophisticated techniques known to math and cryptography to try to invert that function (to execute a preimage attack). I know the math of SHA-256 more deeply than most people on this planet. It's exceptionally well-defined as a trapdoor function, and inverting it is most certainly NP complete.
I also spent over 30 years trying to prove that P = NP, and threw my entire 30 years of knowledge of this problem at frontier LLMs to try to crack it. What they ended up doing was to thoroughly and convincingly refute every single line of reasoning and "clever" trick I came up with over those decades, which has now left me believing for the first time that actually P≠NP.
Stream sponsors update: Counterparty has concluded year one sponsorships with Phantom and Polymarket. I want to sincerely thank both teams for their incredible support, belief in our vision, and collaboration over the past year.
Phantom took a bet on me when I was streaming out of my living room in 2024 to nobody. I wouldn’t be where I am today without them and I'm eternally grateful to Will, Brandon, and the entire Phantom team.
Polymarket came in a little later to help us scale the show to the next level. Throughout our partnership the stream has grown 10x in live viewership and many multiples in clip impressions and they played a significant role in increasing the quality of our news coverage.
As the stream and Counterparty continue to evolve, we are stepping into an exciting new chapter. Thank you to our community for the ongoing support. Stay tuned, there is so much more to come.
our stream today in 40 minutes
2:41 AI killed analysts reading S-1s
4:29 spent my morning buying MREs
5:46 AI cyber risk is the next COVID
14:18 hackers demanding $50m ransoms
27:31 the only doomsday prep is cash
30:05 running Anthropic aged Dario
31:38 Jason is bearish BTC and long TAO
34:57 everything is AI except Bitcoin
RT @counterpartytv: our stream today in 40 minutes
2:41 AI killed analysts reading S-1s
4:29 spent my morning buying MREs
5:46 AI cyber risk is the next COVID
14:18 hackers demanding $50m ransoms
27:31 the only doomsday prep is cash
30:05 running Anthropic aged Dario
31:38 Jason is bearish BTC and long TAO
34:57 everything is AI except Bitcoin
RT @themashlands: @notthreadguy is good because he doesn't pretend to be the smartest guy in the room. he explores his curiosities in the most normal way possible.
Love that guy. Very relatable.
RT @LeviGMI: Threadguy says if the apocalypse lasts more than a day he’s calling it quits
"Basically any scenario, outside of one day, without power I just opt out. Any scenario that is more difficult than one day no power or one day no internet I would just rather not play"
"This is the crux of the whole bunker thing. For a while I was pro bunker and I had a plan to get a bunker. But now, I'm like, a world in which you are living in the bunker is like.... No, absolutely not"
