Macro Alchemy (@MacroAlchemy) header
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Markets, RWA, AI | Macro strategy. Technical, fundamental & quantitative analysis. Narratives, signals, data. Deep dives & theses. Reports worth bookmarking!

Joined September 2009
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Macro Alchemy retweeted
Sorry but Opus 6 will able to plumb
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Macro Alchemy retweeted
The problem with AI is that it’s causing this massive brain drain where our brightest kids are working on curing cancer and creating abundant energy instead of building derivatives exchanges
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These companies are literally Anthropic and OpenAI
The next trillion dollar company will be in cybersecurity. Not in years. In months.
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all you have to do is not die in the next 18-36 months we must survive the kali yuga.
Eli Lilly has some banger drugs coming out!
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Macro Alchemy retweeted
only the paranoid survive
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Macro Alchemy retweeted
HOLY MOLY: Epoch AI spent over $100,000 testing Z.ai's open-weight GLM 5.3 against Firefox and another ~$100,000 against Google Chrome, framing the runs as a security exercise without triggering a single API refusal from any provider. The model failed to compromise Chrome with the same harness, while getting to the point where GLM 5.3 could exploit Firefox's "patch gap" to compromise ALL SIX releases from Sept. 17 to Oct. 26 in controlled tests. It reverse-engineered published security fixes that hadn't reached users yet, building webpages that could steal a local file simply by being visited. No clicks required. Once set up, each new Firefox exploit cost just ~$1,000 and could be developed autonomously in as little as 12 hours.
In recent experiments, we found that GLM 5.3 can autonomously compromise recent versions of Mozilla Firefox using security fixes that have been published but not yet shipped to users. We used a deliberately basic setup meant to emulate a relatively unsophisticated attacker with limited resources. After basic initial instructions to inspect those not-yet-shipped fixes, the model reliably built successful exploits for six recent Firefox versions on its own using only information available at the time of release. These exploits, which cost about $1,000 per compromised version, would let an attacker steal passwords and authentication cookies stored in the browser, or read any files on the user's computer, after the user opens a single webpage, with no further interaction. The exploits make use of the "patch gap," the time between when security fixes are made public in beta or "nightly" software updates and when those fixes are generally released to users. Until now, exploiting it required significant human time and skill, or special access to frontier models with advanced cyber capabilities. Our results show that widely available open-weight models can now do this relatively cheaply and quickly. We gave GLM 5.3 up to 48 hours to find an exploit, but its fastest attempt needed only 12 hours. In all of its successful attacks, the patch gap gave GLM 5.3 an initial foothold in the browser. To turn that foothold into reading files off the user's computer, the model also independently discovered and used a previously unpublished vulnerability. We shared our findings with Mozilla, which patched the vulnerability in its October 27 Firefox 159.0 release. We haven't yet confirmed whether the attack still succeeds without it, but expect the fix makes it substantially harder. We're grateful to Mozilla for their responsiveness and collaboration.
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Macro Alchemy retweeted
The security sensitivity of sites like OpenRouter is insane; imagine the damage you could do by inserting shell commands into people's token streams or just logging and ransoming people's data. Who needs to poison model weights when you can implant yourself within inference providers
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Macro Alchemy retweeted
It kind of does. Why would someone sophisticated enough to hack Binance spend precious time distributing billions in USDT and USDC across dozens of wallets? They're FREEZABLE. Moving them between wallets doesn't solve that problem, Tether and Circle can freeze them wherever they are. You'd think someone capable of pulling this off would have scripts ready to immediately dump everything into unfreezable assets before anyone even realized the wallets were compromised. It took 23 and 37 minutes for the USDC and USDT to be frozen, respectively. He could have easily gotten away with more, something isn't adding up here. Binance saw everyone long and decided to crime it down, IMO. Binance Crime Syndicate strikes again.
Binance hack looks fake. Just making sure I'm the first to say it.
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Macro Alchemy retweeted
Can we talk about how Circle constantly tells teams they can't blacklist without official law enforcement requests but then just did it for Binance?
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Macro Alchemy retweeted
Physical AI robots might take a lot longer to enter our homes because of hacking risks. Nobody wants their dishwashing robot turning on them while they are asleep.
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Bro.
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Macro Alchemy retweeted
People still have no idea how bad AI hacking actually is right now. A guy was just arrested in South Korea for a massive hack. He hit 90 companies, including major banks and financial firms. Want to know the crazy part? He is not even a real hacker. He just watched a few YouTube videos at home, set up some AI agents, and robbed data from banks. The banks did not get breached because they lacked AI security. They got breached because thousands of AI agent swarms were poking at their systems 24/7. They do not eat, they do not sleep, and they hunt for weak spots all day with pro-level skills.
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Macro Alchemy retweeted
After crypto exchanges fall, banks are next. Black hat hackers are getting ready to attack them with AI swarms. In fact, they are already running live tests on banks around the world. There is no such thing as a system without flaws, and no asset is truly safe anymore. They are not just going after the money. The plan is to attack the banks and shut down the whole internet at once. Attacking is always way easier than defending. Even with AI swarms on defense, defenders have to block every single angle. Attackers just need to find one open crack. Not trying to be a doomer here. Just looking at what is already playing out in the wild.
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Macro Alchemy retweeted
binance being the largest hack in internet history on the same day that druck and elon post about hyperliquid is some truly insane simulation shit
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Macro Alchemy retweeted
ai bubble has popped crypto platforms are getting hacked pokemon slabs are getting faked gold is getting made in a lab great time to be alive tbh
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Macro Alchemy retweeted
Millennials: The Rug Pull Generation. Study hard and you'll get a good job. 2008 financial crisis. Work hard and you'll own a home. Housing crisis. Build a career and enjoy stability. Gig economy and layoffs. Enjoy your prime years. Global pandemic. Save for your future. Inflation. Finally, AI might free us from working our lives away. Potential World War III.
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You have 11 open tabs He has 11 open labs
SITUATION DETECTED: Anthropic acquired a one-person company in July 2026. Mithril Medicine - developing treatments for two rare forms of muscular dystrophy - owned and run by one person who used Claude to organize contracts, logistics, and experiments with 11 external labs.
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Macro Alchemy retweeted
bro AI is solving millennium math problems and you think it can't do software architecture
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Their business model is simple. Their vision too. Immortal, divine, eternal, interplanetary, galactic. Not selling subscriptions to cattle.
Over the past few months, Anthropic scientists have engaged in deep research partnerships with six organizations developing new medicines. We've also begun drug discovery efforts of our own. In doing so, we’ve learned much more about how Claude can support the many stages of drug development. In this blog post, we share some early results from these efforts, and describe how this work fits in with our wider ambitions in the life sciences. anthropic.com/research/early…
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