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Degens Deteriorating
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The biggest wins I had in my trading career were in times like this.

At some point, in the next few weeks, something will come out. Something done differently or something completely new.

It will look uncertain. Someone will link it in your group chat and you will check it out.

You won't feel 100% sure. You will ask yourself if it is something that can actually blow up.

You won't have a reference point in recent history to understand how well it is going to perform.

PTSD from the last few months will tell you to pass because it isn't an established trade yet.

But within a day or two, it will be everywhere on your timeline and everyone will be FOMO-ing into it.

If you can trust your gut and ignore fear - you will make a LOT of money buying early.

I have countless examples of these trades over the years, my favorite one being minting 80 Nodemonkes. Nobody knew how it was going to turn out, and who in their right mind is going to buy jpegs on bitcoin?

3 days later and alien Nodemonkes were going for 10 btc each.

Recent example was Aster, but in different market conditions. It appeared at weird time and a lot of people midcurved it. I saw it at 8 cents but ended up buying around 15. It took over the whole timeline in 24 hours. Same happened with $CARDS before it.

Right now is prime time for play like this. People will ignore it, and you won't know what the play is until it appears. But when it does, if you have enough experience - you will catch that opportunity.

It doesn't matter if we keep pumping, chop for 2 more months, or dump a bit from here.

What matters is that selling and fear have almost been exhausted and risk on season is here. People are ready to make money.

Keep your eyes open and don't middlecurve new things. One play like this and you are good for the rest of the cycle.

It's not time for complacency.

Don't throw your money away gambling on old stuff with ton of bagholders.

Look for fresh opportunities with no ceiling set yet and you will make a LOT of money.

Retardio.

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Media is too big
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I had to look this up -

50% of "exceptionalโ€ creatives visa applications, usually reserved for athletes or education, are for Only Fans Models and "content creators"

And they're being approved.

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Okay so I need to talk about whatโ€™s happening with Yann LeCun because this is genuinely one of the wildest exits Iโ€™ve ever seen in tech.

For those who donโ€™t knowโ€”LeCun is one of the โ€œgodfathers of AI.โ€ Not a marketing title. The man literally won the Turing Award (basically the Nobel Prize of computer science) for helping invent deep learning. Heโ€™s been at Meta for over a decade as their Chief AI Scientist. An absolute legend.

So hereโ€™s what happened.

Zuckerberg got frustrated. Llama wasnโ€™t moving fast enough. The AI race was heating up and Meta felt like it was falling behind. So what does Zuck do? He drops $14 BILLION on Scale AI and hires its 28-year-old co-founder, Alexandr Wang, to run a brand new โ€œSuperintelligence Lab.โ€

And thenโ€”and this is the part that still blows my mindโ€”he makes Wangโ€ฆ LeCunโ€™s boss.

Think about that for a second. A 65-year-old Turing Award winner. Four decades of groundbreaking research. The guy who helped BUILD this entire field. Now reporting to someone whose companyโ€ฆ labels data. (Scale AI is impressive, donโ€™t get me wrong, but they donโ€™t actually build AI models. They annotate training data for other companies.)

LeCun just did an interview with the Financial Times and honestly? He chose violence.

Called Wang โ€œyoungโ€ and โ€œinexperienced.โ€ Said he has โ€œno experience with research or how you practice research, how you do it. Or what would be attractive or repulsive to a researcher.โ€

And then dropped this absolute gem: โ€œYou donโ€™t tell a researcher what to do. You certainly donโ€™t tell a researcher like me what to do.โ€

I mean. The man said what he said.

But waitโ€”it gets better. Or worse, depending on how you look at it.

LeCun straight up confirmed that Metaโ€™s team โ€œfudgedโ€ the Llama 4 benchmark results. Like, actually manipulated them. Used different models on different tests to make the numbers look better. Remember when everyone was suspicious about those benchmarks back in April? Yeah. Turns out they were right to be.

Apparently Zuckerberg was furious when this came out internally. LeCun says he โ€œlost confidence in everyone who was involvedโ€ and basically sidelined the entire GenAI team.

And hereโ€™s the thing that really gets meโ€”LeCun has been saying for YEARS that LLMs are a โ€œdead end.โ€ That you canโ€™t get to real intelligence just by predicting the next word. That we need โ€œworld modelsโ€ that actually understand physical reality, not just language patterns.

Everyone at Meta wanted him to stop saying this publicly. Bad for the narrative, you know? But LeCun refused.

His exact words: โ€œIโ€™m not gonna change my mind because some dude thinks Iโ€™m wrong. Iโ€™m not wrong.โ€

Thatโ€™s not arrogance. Thatโ€™s a scientist whoโ€™s seen enough hype cycles to know when something doesnโ€™t add up.

So now heโ€™s out. Launching his own company called AMI Labsโ€”Advanced Machine Intelligence. Theyโ€™re targeting a $3 billion valuation. Building those world models heโ€™s been talking about. Says heโ€™ll have a โ€œbaby versionโ€ ready within a year.

Oh, and apparently French President Macron personally texted him after the news dropped. LeCun wonโ€™t say what the message said but likeโ€ฆ the man is getting DMs from heads of state now.

I donโ€™t know if LeCun is right about everything. Maybe LLMs will surprise us. Maybe Meta will figure it out. But when one of the three people who literally invented modern AI walks out the door saying your entire strategy is fundamentally flawed?

I donโ€™t know man. Iโ€™d at least ask some questions.

The AI wars just got very, very interesting

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BREAKING: BlackRock and other ETFs have just bought $694 million worth of Bitcoin.

Largest inflow in 3 months!

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The US may establish control over Greenland in the coming months, according to Politico.

This could happen ahead of the US midterm elections in November and on the occasion of the 250th anniversary of US independence on July 4, experts and officials interviewed by the publication note. The risk is described as "real and serious".

Washington's methods are likely to differ from the Venezuelan scenario: instead of a military operation, political influence, particularly attempts to bribe local politicians, may be used.

The seizure of Greenland could seriously divide NATO and EU allies even more than the issue of supporting Ukraine. Copenhagen is unlikely to receive the same support as Kiev, experts emphasize.

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Rumor has it right before Maduro was frozen in carbonite Mamdani said โ€œI love you,โ€ and Maduro said โ€œI know.โ€

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An automated trading bot lost nearly $100,000 on Kalshi last night.

At 1:03 AM ET, Trump posted โ€œFake Newsโ€ on Truth Social.

The bot instantly bought Trump to say โ€œFake Newsโ€ YES up to 99ยข for thousands of shares.

Sounds like free money - except for one problem:

It bought the wrong weekโ€™s market.

The post counted toward the week of Jan 5โ€“11, but the bot bonded the week of Dec 29โ€“Jan 4.

Traders who noticed rushed to buy NO for pennies.

One user made $38,000 in seconds against the bot.

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