Founder of the Roost Strategies Discord.
South Carolina
Joined November 2008
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Scott L. Byrd retweeted
This man says it perfectly. 🤌🏽
I will say it’s not just @beyond_broke (snake claver) but it’s also @xrpmickle @VersanAljarrah and all of these lying grifting clowns who spew these ridiculous ripple:native lies.
I honestly wouldn’t be surprised once a class action lawsuit is brought against snake claver, that in discovery, we find out that these shitfluencers are all being paid.
We need more people to speak out against this #XRP lies. It is hurting so many people.
They try to come off as being intellectually ahead of the game, but they are nothing but conmen.
Scott L. Byrd retweeted
America added 162,000 payroll jobs on a base of 159.1 million—0.10%. BLS puts the 90% confidence interval on the monthly change at roughly ±122,000. Yet trillions in assets reprice because economists guessed 56,000. We have turned statistical noise into monetary policy.
Scott L. Byrd retweeted
This capital will be used to uphold the First and Fourth Amendments to the Constitution as they relate to mankind’s interaction with AI.
To those hearing about us for the first time, consider switching to an AI platform that doesn’t demand control over you; that doesn't demand the unearned privilege of spying on your activity and siphoning it to the inquisitive. Consider that you alone should be sovereign over your mind, whether natively biological or augmented by machine.
Venice AI becomes a unicorn with $65M Series A as its privacy-first AI platform takes off techcrunch.com/2026/07/01/ve…
Scott L. Byrd retweeted
GLM 5.2 is available for free to Venice Pro users
All your convos are private, zero data retention
Available in the app (iOS and Android), web, and API
Enjoy!
BOOM!
OPEN SOURCE GLM BEATS THE FABLED FABLE!
GLM-5.2 from Z.ai: The Open-Weight Model That Topped Claude Fable and Powers The Zero-Human Company
Z.ai (Zhipu AI) released GLM-5.2 and our tests show it delivering a major leap in long-horizon agentic coding with a practical 1M-token context window, flexible reasoning effort levels (High/Max), and MIT open weights.
Early benchmarks and community arenas show it excelling where it matters most for developers.
We compared it to our first Anthropic Fable model tests and GLM did better!
It leads open-weight models and has claimed the top spot on Design Arena (Elo 1360), and as I said is surpassing the now-unavailable Claude Fable 5.
It also posts strong results on coding suites: 62.1% on SWE-bench Pro (beating GPT-5.5’s 58.6) and 81.0 on Terminal-Bench 2.1.106
Official blog: z.ai/blog/glm-5.2
The Zero-Human Company Goes All-In
At The Zero-Human Company, where AI agents handle nearly all operations, we’ve rolled out GLM-5.2 across all employee (agent) workflows for code generation, refactoring, debugging, and autonomous project execution. Its long-context reliability and agentic strengths make it ideal for sustained, multi-hour tasks without constant human oversight—perfect for a zero-human setup.
We’re particularly excited about its open weights and local deployment, which ensures full data privacy and resilience—no external service dependencies or potential bans.
Running GLM-5.2 Locally
Thanks to its MIT license and strong inference support, you can run GLM-5.2 (744B total params, ~40B active MoE) on your own hardware today.
Quantized versions (FP8, etc.) make it feasible on high-end setups.
Quick start options (from the official GitHub):
•vLLM: recipes.vllm.ai/zai-org/GLM-…
•SGLang: cookbook.sglang.io/…/GLM-5.2
•Hugging Face Transformers or KTransformers for more options.
•Full deployment guide: github.com/zai-org/GLM-5
Example setup with vLLM (Docker recommended for ease):
# Clone repo and follow recipes for quantized inference
# Supports reasoning_effort="max" (default) or "high"
This local-first approach aligns perfectly with our zero-human philosophy: agents run securely on-prem, with full customizability.
GLM-5.2 isn’t just competitive it’s a timely open alternative in a world of access restrictions.
We’re thrilled to test and build with it company-wide. Expect more updates as our AI workforce puts it through real production.
The myth of Mythos and the fable of Fable is entertaining but we are getting to work.
Scott L. Byrd retweeted
there's a sneaky way to bet on AI Capex
it's probably the only seriously undervalued opp in AI Infra
$GLXY is one of the best data centre businesses
yet its disguised as a crypto investment bank (which the market hates)
the business is worth $20B+ at least and its currently being valued at $13B
i'm already up 65% on this trade (you can track my portfolio for just $1 in Milk Road PRO - see link in bio) in the last few months and I think its going much higher
the chart I've shared also shows a chart ready to break through ATHs
it should be priced higher just because of the data centre metrics (see the repost) and if we get Clarity Act, it will be another huge catalyst for the company on the crypto side
I remain very bullish on Galaxy
Updated napkin math on $GLXY (with thanks to @BacchicBard and @jdorman81)
It's market cap is around $13B.
$GLXY has three core businesses:
> its crypto balance sheet, currently around $3-4b;
> its crypto Investment Banking type business;
> its data centre business.
Essentially, $GLXY already has 800MW approved and leased to $CRWV and has another 800MW approved (@novogratz said we'll learn of the tenant by July hopefully, so I think it makes sense to factor this in).
If you apply the same margins as their $CRWV
deal across the board (even though this next 800MW deal should be on more favourable terms as power has become more scarce), that is 2.2B in revenue ~ 2B in EBITDA (90% EBITDA margins). Say you slap a 15x EV/ EBITDA, that's $30B Enterprise Value on its data centre business alone when the 1.6GW comes online fully. Say 1.6GW comes fully online in 2031, and debt in 2031 is $5B? That is $25B Equity Value in 2031. Applying a 12.5% discount rate, that is $13.8B in June 2026 - effectively the entire $GLXY market cap now. This does not include their additional 1.9GW which will likely get approved + the fact that Galaxy will be the largest single-site power provider. I'd argue that deserves a premium of at least $3B.
It's crypto IB business is another beast altogether, but I think it can conservatively be valued at $2.5B today (bull $5B).
Conservatively, $GLXY should at least be $2.5B (IB Business), $17B (data centre, accounting also for 1.9GW more in study), and $3B crypto balance sheet. That adds up to $22.5B.
$GLXY is trading at $13B now (needs to rerate 70% higher to be fair valued.
Price Target: $59.
This is why I Venice! 👇
What people are missing about the US government's AI regulation announcement:
ID verification will now be forced on all accounts to prove citizenship.
Frontier labs will take your data, and your sovereignty is officially dead.
A permanent underclass division and a total control society are beginning right now.
People ignored me when I started saying this last year, but it is happening right in front of our eyes.
Get into Open-Source and Sovereign AI.
Advancing together through collective intelligence is the only way to fight back.
This is one of the most exciting investments of my lifetime.
INTERVIEW - @AskVenice Is Here to Win: How Private AI Takes On OpenAI and Anthropic
@TrustlessState sits down with @JonShapeShift and @jesseproudman to unpack how Venice is taking on OpenAI and Anthropic with private AI.
They talk about:
- why AI is becoming the biggest data honeypot ever
- private @grok access through Venice
- unrestricted AI as a consumer wedge
- how non-crypto users still feed the $VVV economy
- $DIEM, tokenized inference, and AI agents
---
TIMESTAMPS
0:00 Intro
1:12 Why Private AI Matters
3:01 The AI Data Honeypot
6:07 Venice’s Consumer AI Ambition
8:01 Beating the Big AI Labs
10:19 Model Aggregation and Agentic Chat
12:29 Open Source, Closed Source, and Private Grok
17:14 Who Actually Needs Private AI?
21:58 Venice’s User Base
23:53 What Drove Venice’s Recent Growth
27:21 $VVV, $DIEM, and Tokenized Inference
29:00 Where Venice Gets Its Compute
32:17 Bonding Curves and DIEM Monetary Policy
39:14 Real Tokenomics, Not Just a Pie Chart
45:46 AI Agents Need Inference to Exist
52:54 ShapeShift DNA Inside Venice
55:53 Regulation, AI, and Individual Rights
Scott L. Byrd retweeted
INTERVIEW - @AskVenice Is Here to Win: How Private AI Takes On OpenAI and Anthropic
@TrustlessState sits down with @JonShapeShift and @jesseproudman to unpack how Venice is taking on OpenAI and Anthropic with private AI.
They talk about:
- why AI is becoming the biggest data honeypot ever
- private @grok access through Venice
- unrestricted AI as a consumer wedge
- how non-crypto users still feed the $VVV economy
- $DIEM, tokenized inference, and AI agents
---
TIMESTAMPS
0:00 Intro
1:12 Why Private AI Matters
3:01 The AI Data Honeypot
6:07 Venice’s Consumer AI Ambition
8:01 Beating the Big AI Labs
10:19 Model Aggregation and Agentic Chat
12:29 Open Source, Closed Source, and Private Grok
17:14 Who Actually Needs Private AI?
21:58 Venice’s User Base
23:53 What Drove Venice’s Recent Growth
27:21 $VVV, $DIEM, and Tokenized Inference
29:00 Where Venice Gets Its Compute
32:17 Bonding Curves and DIEM Monetary Policy
39:14 Real Tokenomics, Not Just a Pie Chart
45:46 AI Agents Need Inference to Exist
52:54 ShapeShift DNA Inside Venice
55:53 Regulation, AI, and Individual Rights
Scott L. Byrd retweeted
We like to use the metaphor of Venice as the port city of AI. It guides our product designs toward composability: an open platform rather than a walled garden.
Others are now building on this open platform with venice.ai/api
This new community page shows many of the things emerging in the lagoon.
Both Anthropic and OpenAI are valued around $1 trillion. Venice AI (VVV) is valued at ~$800 million and is the antidote to many of the ills around the biggest frontier labs.
And, would you rather have @ErikVoorhees running a centralized AI company or Altman? I know my pick.
Scott L. Byrd retweeted
Let me recap the earnings call. $MSTR
Scott L. Byrd retweeted
For STRC, the most recent dividend period had a Record Date of April 15, 2026 for a Dividend Payment Date of April 30, 2026. What that means is that you had to own STRC shares as of April 14th or 15th in order to be entitled to the dividend paid on April 30th. The dividend arbitrage firms, therefore, time their purchases so that the transaction settles just before the Record Date. and then, all too often, they sell immediately after that date. This is why STRC briefly traded below $99 on April 16th.
What’s interesting about the proposal to switch to semi-monthly payments is that the payment date for one dividend payment would line up with the record date that determines who’s entitled to the one after that.
To be specific, June 30th could become the record date for the July 15th dividend payment and July 15th would be the record date for the July 31st dividend payment and so on. If I assumed that we reach a simple 12% dividend, the current dividend frequency of one month would lend itself to a one point drop on ex-dividend dates whereas the proposed semi-monthly frequency would imply a "fair" drop of only one half point and existing investors would have the opportunity to receive their dividend and plow it back into STRC at any discount which might be available in the market. Theoretically this could be automated by subscribing to a DRIP, otherwise known as a dividend reinvestment plan.
As I stated before, I endorse the proposal.
@Strategy @Z06Z07 @phongle @jameslavish
Scott L. Byrd retweeted
It’s obvious in retrospect, but wasn’t intuitively clear earlier in life: your primary life partnership is somewhere between medicine and poison.
Kate is medicine. Her mind tickles me, touch soothes, and essence animates. No life decision more important than who you journey with
Scott L. Byrd retweeted
You're a 15 second sliding context window with the working memory of a goldfish, your long term memory is mainly fake, and it's a minor miracle you can get out of the door in the morning.
