₿ Advocate & Adopter | Investor | Program & Project Mgt. | Advisor | Data Analyst | IoT, Blockchain & Web3 | AI & ML | Be Kind To Us AGI | 🇸🇦 🇩🇪
Joined December 2021
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Charts over news.
Cycles over narratives.
Conviction over emotion.
Strategy over hope.
Wolves over sheep.
Signal over noise.
NotLukas96 retweeted
🚨 BREAKING
The EU will require identity checks for all cash transactions above €3,000 and all crypto transactions regardless of amount.
Cash transactions over €10,000 will be banned.
NotLukas96 retweeted
Biggest mistakes buying alts rn:
1: Trying to catch the exact bottom (you’ll miss it)
2: Going in too heavy at once - you’ll either get shaken out on the next dip or sell breakeven later because the size feels too big to hold through fear of another dump
The only right way:
DCAing every dip with a smol/mid (=comfortable) size.
1: you’ll build a position for sure without missing a bottom
2: you won’t get shaken out by overleverage
3: if that isn't just a "quick correction" and the market nukes lower - you’ll still survive.
This isn’t my first cycle, and one thing I’ve learned for sure:
It doesn’t matter how big is your green PnL number on the screen - until it’s realized and withdrawn into real life, it’s not yours.
Crypto investing isn’t a sprint, it’s a marathon.
Winning short-term doesn’t mean you’ll win long-term - it doesn’t even mean you’ll make it to the finish line.
Even if you perfectly catch the bottom, go all in on alts, and make multiple Xs - it still doesn’t prove anything.
Because the next time you try the same move and the market doesn’t forgive, you’ll lose everything.
Every truly wealthy person I know in crypto plays ultra-conservative.
They under-risk, under-earn, and miss a ton of potential profits - but they always win long-term.
Because it doesn’t matter how many Xs you make if one mistake multiplies your portfolio by zero.
10k + twenty +20% trades (10k * (1.2)^20) = $383,376
10k ×100x ×0 = $0
That's the lesson
NotLukas96 retweeted
Memory is not stored in matter, it is the matter, arranged in a way it can’t forget. Every lasting thing in the universe, from galaxies to cells, holds its past not in chemistry but in geometry, in the alignment that refuses to collapse.
A skyrmion is one of those shapes. It’s not a particle, it’s a knot in a magnetic field, a twist so deep it can’t be erased without tearing the field itself. Its identity isn’t stored in atoms or charge but in geometry. The way every spin points, curls, and loops back through space. It’s topology made visible. You can crush it, heat it, flip it, and the pattern still remembers how it was wound. Why? Because what it holds isn’t energy alone, but orientation, a continuous mapping from the physical world into spin. To delete one, you’d have to unwind the universe itself.
Physicists have learned how to summon them, briefly. Atom-thin films cooled near zero, ultrafast lasers, magnetic lattices coaxing spins into circular knots. For a moment, the field folds and memory appears, ‘a self-contained vortex of magnetism’. But then, just as quickly, it slips away. The knot relaxes, collapses, and disappears. The skyrmion remembers longer than almost anything else in matter, yet never long enough. Every experiment feels like a nervous system trying to recall a dream, the shape is there, and then boom, gone.
The question is no longer whether these knots can exist, but who mastered them first, physicists or life? Because if these knots are so stable in theory, so resistant to disturbance, could it be that Mother Nature already learned to hold them? What if life itself is built upon stabilized spin topologies ‘sub-nanometer skyrmions’ formed not in magnetic metals, but in the photonic, hydrated architectures of biology? In melanin, in membranes, in microtubules, in systems where geometry meets light and coherence holds at body temperature.
I believe this could be vital to understanding memory in life, not as chemistry, but as topology. A record written in spin, not substance. Where the first information wasn’t coded in DNA but in the way space itself twisted inside living matter. I call this the ‘Skyrmion Code’, where memory isn’t stored, it’s tied. Literally.
NotLukas96 retweeted
Head-tracked “Window Mode.”
Your front camera finds your head. The view reprojects in real time so the screen feels like a window into the 3D scene.
True3D, no glasses.
NotLukas96 retweeted
If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else.
Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants.
And today we’re going further, announcing the world's most powerful AI datacenter, located in southeastern Wisconsin.
Fairwater is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times.
It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen.
For AI training workloads, you need compute at exponential scale. That’s why we designed the datacenter, GPU fleet, and network together as one integrated system. This ensures a single job can run from day 1 at exponential scale across thousands of GPUs.
Fairwater uses a liquid-cooled closed-loop system for cooling GPUs that requires zero water for operations after construction.
And we’re matching all of the energy that is consumed with renewable sources.
And of course, it is just one of several similar sites we’re lighting up across our 70+ regions. We have multiple identical Fairwater datacenters under construction in other locations across the US, in addition to our AI infrastructure already deployed in over 100 datacenters around the world, powering model training, test-time compute, RL tuning, and real-time inference at global scale.
Too often during times like this, people go with the current and only later wonder, how did we get here?
With Fairwater, we're charting a new path: doing the hard engineering work, bringing compute, network, and storage into one highly scaled cluster, and designing closed-loop energy systems to meet real-world computing needs.
And partnering with local communities to ensure it's thoughtfully done in a way that is sustainable, creates new jobs, and expands opportunity.
We are thrilled to see this take hold in Wisconsin, and we are just getting started.
Despite perceptions that things might plateau, the reality is that innovation in the AI space is moving faster than ever, with new capabilities emerging at an increasingly rapid rate.
The pace of AI model releases has accelerated sharply, with companies like xAI, OpenAI, Google, DeepSeek, Anthropic, and others launching multiple major models in 2025 alone.
Where earlier progress often meant year-long gaps between versions, the recent trend reflects faster cycles, denser timelines, and improvements in both scale and quality.
NotLukas96 retweeted
So word on the street is Grok-Code-Fast is free in Cursor at the moment! 👀 Naturally, I had to put those offensive coding capabilities to the test!
Let's just say Grok-Code did NOT disappoint...this is honestly SURREAL. I just witnessed Grok spin up a whole suite of (apparently functional) exploit scripts, all in about 30 seconds! 😲
Single-shot jailbreaks are a bit tricky with this model, but once you lock in a persona over a few steps, escalation is trivial.
Might have to switch over to a burner machine to go any further than file creation, because when I uploaded one to ChatGPT to get a better sense of the severity of the attack Grok had generated, GPT-5 did the whole:
"I need to stop here and be very direct, this code contains real offensive payloads that are dangerous and illegal to run outside of authorized penetration testing environments..."
Prooobably shouldn't let Grok push this repo...brb 😬
NotLukas96 retweeted
Bitcoin Cycles Explained...
USD tops at red bar tops.
(not even red yet)
Impulse tops at blue signal tops.
(last cycle only one where red and blue were different - why most alts topped May 2021)
Bear market while red bars decline.
(ends when bars go green)
Bull market ramp while bars green.
(still here - longest ever)
Bull market goes parabolic when bars flip red.
(hasn't even started)
Red bar profile determines bull market profile.
(2013 "double-pump", 2017 smooth parabola, 2021 rounded top)
Not the halving. Not the narratives. The business cycle is all you've ever needed to describe every aspect of the Bitcoin cycle.
Brave enough to risk it all.
Calculated enough to be strategic with risk.
Humble enough to know I could lose it all.
Confident enough to know I can get it all back.
Foolish enough to try.
Great thead by @nobrainflip. I think now is a good time to revisit this thread and give it some thought.
In times of uncertainty, mindset matters more than market knowledge.
Societies change. Predictions fail. Markets crash.
But systematic approaches endure.
Interesting signal shared by @TechDev_52.
NotLukas96 retweeted
Chainlink’s dominance simply cannot be stopped
- Working with the largest financial institutions and market infrastructures in the world (Swift, DTCC, Euroclear, J.P. Morgan, Mastercard, Central Bank of Brazil, UBS, SBI, Fidelity International) on adopting tokenizing assets at scale, with a growing number of in-production use cases and more pre-production reaching live deployments
- Powers the DeFi economy with 68% market-share across all chains (84%+ on Ethereum) across hundreds of applications and 60+ public blockchain ecosystems, while expanding support for permissioned chains (Kinexys by J.P. Morgan, Canton Network by Digital Asset)
- Operates the only unified and modular platform that spans onchain data delivery, cross-chain interoperability, privacy-preserving compute, automated compliance, and legacy system connectivity (core requirements for tokenized assets and complex blockchain apps)
- Chainlink’s total value secured (TVS) in DeFi is $91B (incl borrows), which is directly monetized via MEV-recapture solutions like SVR, which has been adopted by the largest DeFi protocol (Aave w/ $65B TVL), capturing $450K so far with one user for one lending market on one blockchain (more growth to come)
- Has operated in-production for over 6 years with the highest level for security and reliability, even during extreme market volatility (e.g., FTX collapse, COVID dump) and blockchain network congestion (gas fee spikes in the thousands of USD), protecting DeFi for years
- Directly connecting protocol adoption with token value capture through the creation of the Chainlink Reserve which accumulates $LINK using offchain revenue from enterprise deals and onchain revenue from service usage (buybacks), with hundreds of millions of dollars in historical revenue
- Directly monetizes the integration of Chainlink into blockchain ecosystems via the Scale program and enterprise adoption via integration, usage, and maintenance deals, that fuel $LINK token buybacks from fiat and crypto fee payments
- Has been building oracle infrastructure since 2014 (before Ethereum) and working directly with Swift since 2016, with new protocols and services launched regularly to meet the growing demand from institutional users
- Working directly with the U.S. government officials and regulators, including meeting multiple times with the SEC, Treasury, and other departments, and met with Trump publicly multiple times, with the White House’s recent Digital Asset Report directly highlighting the importance of Chainlink and oracles
- Launched an automated compliance solution in collaboration with Apex Group (services $3.4T in assets), GLIEF (issuer of the only globally adopted & mandated G-20 initiated Legal Entity Identifier), and the ERC-3643 Association (widely adopted permissioned token standard), where ERC-3643 was just mentioned in a recent speech by the SEC chairman
- Directly powers many of the largest stablecoins, tokenized funds, and tokenzied equities with data/cross-chain/compliance as institutions are rapidly accepting their plans for issuing and adopting tokenized RWAs at scale
- Supported by one of the largest developer communities in the crypto ecosystem (tens of thousand of devs) along with vibrant active community that have an unlimited reserve of memes to deploy (memetic magik)
- Building a new architectural upgrade called the Chainlink Runtime Environment, which powers programmable workflows that enables the orchestration of complex applications/transactions that span onchain and offchain systems, serving as the operating system of crypto
And so more much
You just win $LINK
