ceteris

Chinese models are near-parity on benchmarks, dramatically cheaper per task, and topped US models in OpenRouter token share for the first time in 2026, all through legitimate contributions across quantization, attention architectures, MoE sparsity, and RL. In my newest report

@accelxr x.com/accelxr/status/209261474…

chinese models topped us models in token usage on openrouter in march and have been up only since. how real are the chinese labs, and what do they mean for the frontier moats? this and more in delphi research's latest report from @accelxr on evaluating the china labs. x.com/ceterispar1bus/status/20…

x.com/i/article/20922466089979…

no better feeling than spending unrealized pnl

fellas, if she: - has concerns about the long end - is worried about your liquidity - wants to buy back everything she's said that's not your girl. that's treasury secretary scott bessent.

debasement trade szn

x.com/ceterispar1bus/status/20…

such an insane chart, literally zero entries straight line up x.com/ceterispar1bus/status/20…

over the past week majors are up ~25% notable strong sectors are memecoins and dinos (oof) assets up 40% or more have a red box x.com/ceterispar1bus/status/20…

zec started the year at $500, drew down 60% to $200, went up more than 3x to $680, drew down 60% in <24 hours to $250, has now regained >3x to $820 the only way you survive this is severe mental illness

if you sold sol to do the pump ico you're up 2x in sol

zec isn’t real privacy until it adds a zero

reminder that crypto is a trending asset class. hitting greed is bullish. x.com/ceterispar1bus/status/20…

holy fuck x.com/ceterispar1bus/status/20…

why would there actually be any entries over the next few weeks? no one owns anything.

these are the type of pumps only plumbers have witnessed before

things you love to see as an enjoyer of internet based alternative monies

really don't understand why so many people are confused as to why the common man does not want data centers when they're 1) loud as fuck 2) the proponents of the technology that uses them have been telling them that the technology will take their job and then kill them

TRUMP: WE'RE LOOKING INTO A LITTLE PROTOCOL CALLED METADAO. IT'S CRYPTO CURRENCIES BUT YOU HAVE OWNERSHIP. I DIDN'T BELIEVE IT EITHER BUT THAT'S WHAT THEY'RE TELING ME. IT'S A TREMENDOUS TREMENDOUS THING. IT'S UNBELIEVABLE WHAT THEY'RE DOING OVER THERE.

some are saying this is the biggest big day in the history of big days

"are you paying attention yet?" guy who just started paying attention

if you don’t like this you don’t like crypto currency

x.com/ceterispar1bus/status/20…

above $600 we call it zedcash x.com/ceterispar1bus/status/20…