OpenAI fired this 23-year-old for leaking AI security concerns last year.

But he turned his insider knowledge into call options that made him $1 billion in a single day yesterday.

His 10-figure fund is now crushing Wall Street, up over 100% this year.

Here's how he did it: 🧵
Let me remind you who Leopold is:

→ Columbia valedictorian who graduated at 19 with triple degrees

→ Former OpenAI Superalignment researcher who got fired for sharing AI security concerns with external researchers

→ Guy who predicted AGI by 2027

After OpenAI fired him...

Anthropic just hit a $183B valuation this week.

But CEO Dario Amodei isn't popping champagne.

Instead, he's predicting "a white-collar bloodbath" that will eliminate 1 in 2 entry-level jobs by 2026.

Here's how he sees it unfolding: 🧵
Dario Amodei used to be VP of Research @ OpenAI.

But in 2021, he left to start Anthropic after disagreements over AI safety.

Since then, he's grown Anthropic into a $183B giant - just this week raising $13B from investors like Fidelity and Qatar's sovereign wealth fund.

Most crypto founders destroy their tokens before they even launch.

Why? They're getting terrible advice from an industry designed to extract from them:

Overprice your token.
Pay top exchange ransoms.
Give away 40% to mercenaries.

Here's how we avoided this trap with $GIZA: 🧵 What they don't tell you is that some exchanges demand 10%+ of your token supply upfront.

Market makers want a cut too.

And many VCs push for higher valuations that price out your community.

By the time you're done launching?

OpenAI fired this 23-year-old from their Superalignment team.

But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year.

He says maybe ~200 people in SF understand what's *actually* happening in AI right now.

Here's his thesis: 🧵
Meet Leopold Aschenbrenner.

He graduated from Columbia as valedictorian at 19 with triple degrees in math, stats, and economics.

In 2023, he joined OpenAI's Superalignment team under Ilya Sutskever to work on one of AI's most critical challenges:

This man has the most accurate crystal ball on Wall Street.

He forecasted the:

1. Dot-com bubble
2. 2008 financial crisis
3. US-China changing world order

But Ray Dalio's latest warning is his most profound yet.

Here's the "Financial Singularity" he sees coming: 🧵 For 50 years, Ray Dalio built Bridgewater into the world's largest hedge fund by spotting seismic shifts before they hit the headlines.

His market calls have influenced trillions in global capital flows.

When Dalio speaks, smart money listens.

DeFi just hit $150B TVL.

My hot take:

We shouldn't even be measuring Total Value Locked.
We should be measuring Total Value Active:

Capital that autonomously moves, thinks, and hunts higher returns 24/7 instead of sitting idle.

Here's how we awaken DeFi's dormant capital: 🧵 DeFi is accelerating fast.

Regulatory clarity has finally given institutions the confidence to deploy at scale.

TVL nearly doubled since April, hitting $150B this week.

Projections point to $600B+ by 2030.

All of this is exciting, but here’s the truth almost nobody admits:

Stanford just let an AI pick stocks for 30 years.

First study of its kind in finance history.

The outperformance vs. humans was so extreme, researchers spent 12 months trying to prove themselves wrong.

Here's what happens when you let AI manage your money: 🧵 When Stanford professor Ed deHaan first saw the results last year, he couldn't believe them:

"We spent the past 12 months scouring every inch of the data trying to find where we'd done something wrong."

They found 0 errors.

The AI was genuinely superior at capital allocation.

Most "AI agents" in crypto are just chatbots with wallet access.

Princeton researchers just proved how dangerous that is, and it's why we built Giza's agentic infrastructure from the ground up.

Here's how agents lose your money (and how we solved it): 🧵 In March, @SentientAGI and Princeton published research exposing critical vulnerabilities in crypto agents.

ElizaOS agents managing $25M+ can be manipulated into sending funds to attackers through conversation tricks.

The attack mechanism is devastatingly simple:

In 1997, Kasparov was the undisputed god of chess:

• Youngest World Champion ever
• Undefeated for 12 years
• Highest ELO in history

Then he faced IBM's $100M Deep Blue supercomputer.

What happened next shattered everything we thought we knew about intelligence: 🧵 For decades, chess masters believed human intuition was irreplaceable.

Pattern recognition, strategic thinking, psychological warfare...these were uniquely human domains.

Garry Kasparov was the ultimate proof.

World champion at 22 in 1985. Undefeated for over a decade.

The SEC just changed the crypto world forever today.

Chairman Paul Atkins launched "Project Crypto":

The most massive crypto policy overhaul in U.S. history that *finally* legitimizes our entire industry.

Here's what just happened and why it just made crypto unstoppable 🧵: For years, crypto builders like me faced regulatory chaos.

"Is my token a security?"
"Can I serve Americans?"
"Will the SEC sue me?"

Nobody knew the answers, and most chose exile over uncertainty.

America was bleeding crypto talent to Singapore, Switzerland, and the UAE.