Muhammad Raed (@First1000Days) profile picture
Joined March 2026
🚨 WARNING: SOMETHING VERY BAD IS COMING The S&P 500 has already erased $1.3 TRILLION in market value since its all-time high. The crowd still believes the Fed will step in and fix everything. But here’s what they’re missing: Inflation: 3.7%. Energy: +20.4%. Gasoline: +34.2%. And the only question that matters right now: Will the Fed really start printing money under these conditions? History says not until something breaks. In 2008, everyone expected a rescue. Then Lehman was allowed to fail. And the entire financial system collapsed. The same risk is lurking beneath this market. Three paths from here: 1) The Fed panics and prints. Sharp drop, then liquidity returns. 2) Inflation stays sticky. The Fed cannot ease. The market bleeds for months. 3) Something breaks before the Fed acts. Full crisis mode. The crowd is betting on path 1. But the market increasingly favors path 2 or 3. Spotting the top is not the hard part. The hard part is surviving what comes after it. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. 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.
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Muhammad Raed retweeted
The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field. I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so. First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world. The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability. Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended. I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent. Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.) Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration. Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building. [Original text (with links): deeplearning.ai/the-batch/is… ]
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Muhammad Raed retweeted
AI has collapsed the cost of building products, but not the cost of knowing what to build. - The old loop: spec, scope, build - The new loop: build, play, design, ship Prototypes are cheap. Great products still require taste, judgment, and a clear understanding of what users actually need. a16z's @joshelman on the artifact a product manager actually produces: a16z.news/p/product-manageme…
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Muhammad Raed retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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Muhammad Raed retweeted
Here’s the problem. When you put another country above the USA, when you are in the US government, no matter what you say, you aren’t working for the American people. Go be a lobbyist. Register as a lobbyist for a foreign government and make your living that way, but don’t take a paycheck from the US taxpayer. Get out of representing the people of the USA.
Jon is joined by U.S. Senator John Fetterman (@SenFettermanPA) for discussion on the Democratic Party, Israel, and the issues that continue to shape his politics. New podcast out tomorrow!
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🚨 SOMETHING VERY STRANGE IS HAPPENING Congress is leaving for summer recess until September. The Clarity Act has been delayed again. Last time this happened, Bitcoin crashed: $97K → $61K (-38%). Now Bitcoin has already fallen: $67K → $63K And the real collapse hasn’t even started yet. You were warned. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying Bitcoin, 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.
BREAKING: 30% chance Clarity Act becomes law this year — an all-time low.
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Muhammad Raed retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-W…
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Everything is going according to plan. 2018 → 2022 → 2026: Bitcoin below MA200 → buy and hold. Bitcoin above MA200 → sell on day 1,000+. This simple strategy beat 98% of crypto traders over the last 10 years. Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
BREAKING: 20% chance Bitcoin hits $100,000 this year A $1,000 trade pays out $5,000 if it happens
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Muhammad Raed retweeted
Not who you want in charge of superintelligence
After reading this piece on Sam Altman, one can reasonably conclude he’s put profit over loyalty, principles, and company governance. There’s business savvy and ruthlessness, and there’s Sam, who at multiple points in his career has been the subject of investigations and forced departures from companies he’s founded. When those closest to him raise alarms, they should be heeded by those whom he tries to con into business dealings. While Dario is also insufferable, it should be obvious to all why both him and Elon, who worked closest with Sam, find him to be a dishonest swindler. The last takeaway I have — this article is written by a gay Democrat, one of Sam’s own people, and even he is quite unconvinced that Sam is a good person. OpenAI was clearly changed from a non-profit to for-profit to benefit Sam. It’s clear he lied to Elon and his co-founders. “I think there’s a small but real chance he’s eventually remembered as a Bernie Madoff- or Sam Bankman-Fried-level scammer.” This is the truth and the world sees it.
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Everything is going according to the plan. 2018 → 2022 → 2026 Bitcoin cycle bottom will look exactly like this. Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 READ THIS CAREFULLY Bitcoin has just entered the relief phase of the bear market. 2022 structure is repeating perfectly: 54% drop from ATH → complete Relief rally → now Final capitulation → next This is where the trap is. Most traders think the bottom is in during this phase. It isn’t. The part almost nobody understands: Timing. Days from cycle top → final bottom: 2012: 405 days 2016: 362 days 2020: 376 days Based on historical timing, the highest-probability window for the real bottom is: July–November 2026. That matters more than any price level people are watching. Most traders think like this: “I’ll buy at X.” But real bottoms don’t form where it feels obvious. They form where people give up. And before that happens: There has to be pain. - Forced selling (happening). - Liquidations (in progress). - Panic (almost there). - Sentiment collapse (soon). When people stop buying dips… Narratives break… Everyone turns bearish… That’s when bottoms form. We’re not there yet. Yes, I started accumulating in the $60k range already. Even though the timing window isn’t here yet. Back in October, around $120k, I said I’d be a strong buyer near $60k. People laughed. “BTC will never go below $100k again.” Now we’re here. Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
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Disgusting. Ben Gvir and Smotrich are psychopaths, intent on dragging Israel into ever darker places.
VIDEO | Israeli National Security Minister Ben Gvir, outside the Knesset chamber, celebrates the passing of the death penalty law for Palestinian detainees, describing it as historic and saying, “Soon we will count them one by one.”
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#RememberGaza is trending. Let’s keep it going. For every orphaned child, raped Palestinian, and innocent person shot and killed by the IDF as they ran to collect food amidst starvation.
The people who did this want you to know international law and civilian life must be protected.
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Liar. Epstein Class member.
🇺🇸🇵🇸 BILL CLINTON: "I killed myself trying to give Palestine a deal to give them all of Gaza and 97% of the West Bank." "They turned it all down. They never wanted peace." Follow @Coinvo
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Today I$rael tried to kill me in a targeted airstrike in southern Lebanon as I was reporting on was the targeting of bridges and the forced displacement of 1 million people, an ethnic cleansing operation on a larger scale than the Nakba I have absolutely no doubt that this was deliberate. Despite claims there were no warnings ahead of the strike and no notifications sent to the Lebanese Army who allowed us to film As we have seen in Gaza they want to silence journalists who document and report their war crimes It is the western powers who provide political and military support for I$rael, arming it to the teeth to carry out genocide in Gaza and ethnic cleansing here in Lebanon. They are not simply complicit, but active participants and should be held accountable for their actions. But if I$rael thinks today’s strike will silence us and keep us out of the field they are very, very mistaken
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Muhammad Raed retweeted
The moment Israel targeted British journalist Steve Sweeney in southern Lebanon.
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It's a sick sick depraved society
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Israeli settlers sexually assaulted a Palestinian man during a violent overnight raid on Khirbet Humsa in the northern Jordan Valley, according to witness testimonies reported by Haaretz. Witnesses say dozens of masked settlers stormed the community around 1 a.m., dragged families from their tents, zip-tied men, women, and children, and forced them to watch as the man was stripped, doused with water, and beaten into the ground with clubs. Residents and two international activists said settlers beat girls and teenage girls, smashed heads and limbs, and piled bound family members—men, women, and children—on top of each other while continuing the assault. Victims were blindfolded, kicked, and struck repeatedly, while settlers threatened to kill the children and rape the women. Settlers also cut one man with a knife, stole valuables, and released livestock. Six people were evacuated for treatment. Residents said Israeli soldiers later detained them, allowing the settlers to flee. Full story below ⬇️
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Same people who spent years screaming about Hamas crimes and sexual violence on Oct 7th, some of which were later debunked, have nothing, nothing whatsoever, to say about stuff like this. A reminder that they don’t actually have any principles or consistent morals:
“violence against young girls in front of their bound parents” These are the stories Western media avoids telling you.
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This article details what Jewish settlers in the West Bank did to a Palestinian family in Khirbet Hums. 1) they tied up the family and human rights activists (American and Portuguese) 2) they dragged the father in front of the family, pulled his pants down, and raped him in front of his family and the activists. then they doused him in water and beat him mercilessly. 3) they tore off women's headscarves, ripped their clothes, including young girls, and dragged them outside to be beaten again there. 4) one of the jew colonizers grabbed a 14 year old girl and slapped her over and over, while everyone was tied up, unable to help her. He threatened to take the girl to with him. 5) the jews then beat the 74 year old grandfather all over his body, and they threatened the family they would return, burn their home, rape everyone, and kill the children. These demons have the full backing of the so called 'jewish state'. This is Jewish supremacy. This is what every mainstream American Jewish organization supports, explicitly or tacitly. This is what the overwhelming of majority of American Jews support. It is what nearly all jewish Israelis support. Normalize calling these parasites what they are. timesofisrael.com/liveblog_e…
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Muhammad Raed retweeted
Fixed it for you @Reuters.
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