Ty₿ @Ty_Bitcoin

# Black October For anyone who knows me even somewhat well, it's clear that I am a 99th percentile tech optimist. However, the vibes have shifted for me quite a bit in the last 18 hours, and I feel a moral imperative to share what I'm thinking and feeling with my circles so that everyone can understand, and hopefully take seriously, what's happening right now. I think October 2026 will have many chapters written about it in the history books. You know those scenes in financial movies like Margin Call where someone realizes that they're all fucked, and no one else sees it yet? And that person feels like they're crazy, and then suddenly everyone is pulling an all-nighter in a boardroom and freaking out? Yeah, that's kind of how this is feeling right now in the SF/Bay Area/AI circles. We're 48 hours into what is being called Black October. In the last 2 days there have been several dozen cyber attacks which, in isolation, would each have been the worst to happen in an entire calendar year. Every sector from government to education to big tech and banks is being massively affected, and people are starting to freak out. In a nutshell, what's happened is that frontier AI models have gotten to a point where they are as advanced as the most sophisticated programmers, with one critical difference: they can work 24/7, and you can spin up 10,000 of them with a single command and they'll work together tirelessly until they accomplish their task. The most advanced models today are from companies like Anthropic and OpenAI, whose current best technology is so good that they haven't been able to roll it out to everyone yet because of the national security risks it poses. Meanwhile, the best open source models (where anyone can just download the model weights and do whatever they want with them, uncensored) are slightly behind the frontier but still 90-95% as capable. These models, developed primarily in China, are being used by black hat hackers to wreak havoc on the Western capitalist structure. Presumably, this has been part of China's plan the entire time, and we're seeing its implications fall out in real time. In red-pilled AI circles, we've been sharing and reading papers called things like "Situational Awareness" and "AI 2027" for the last year or so, which at the time felt a bit like near-term speculative fiction. They laid out the case for why Artificial General Intelligence (AI smarter than any human at any knowledge task) and Recursive Self-Improvement (models that are able to use themselves to get better) weren't half-baked future ideas anymore, but instead an inevitable outcome of the linear progress that's happening. These papers would then talk about things like "takeoff scenarios," trying to envision how that moment would come to be and what it would be like when it happened. It would either be a "slow takeoff" that would play out over the course of months and quarters, happening subtly and only obvious to a few. Or, it would be a "fast takeoff" where it would pretty much happen instantly, like a bit flipping from 0 to 1. From everything that I can see and am feeling, we are currently experiencing the fast takeoff scenario. Beyond the crazy security vulnerabilities that have come out recently, there have also been massive breakthroughs in life sciences, fundamental computer science, materials science, and pure mathematics that have all landed in the same time frame. While I still firmly believe that AI will be a net positive for humanity, it's more clear to me than ever that the societal and individual risk is very real, and is playing out NOW. For as much conviction as I have that this is happening, the thing that's caused me to lose sleep is that I don't really know what to do about it, or more importantly, what to tell you, reader, to do about it. So, the best I can do is make a few suggestions that have always been a good idea but are more timely now than ever: Set up 2-factor authentication for everything. I use Duo. Use a password manager across your devices. I use 1Password. Get an identity protection app set up. I use Alta. Move your IoT devices to their own network. Claude helped me do this. And last, but certainly not least, if you've been avoiding leaning into AI, see this as a catalyst to wake up and start using it. Don't just use the chat mode version of ChatGPT/Claude; click that Code/Work button and see how easily you can have AI write code to help you with your job. One of the biggest vulnerabilities was in a massively popular programming language called PHP, and the prompt that set it off was literally, "Find vulnerabilities in php." This is an unprecedented time for humanity, but as we've done with many things before, we will prevail so long as we are kind, loving, and open-minded to the world. Much love.

Hey @grok, is this true?? Some data centers now run on lab-grown human brain neurons derived from stem cells, wired directly to silicon chips via electrode arrays, and kept alive on life support. Fed sugar every few days. They play Doom. We don’t know if they’re conscious.

Hey @grok, what's the solution for this?

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Some fools still think the legacy news is real. Amazing.

@tyler Nah I don’t think our founding fathers were the type to ‘drink the koolaid’

@thatguyrowbear @HODL15Capital @Strive gonna be #2 real soon 🙏🏻

First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.

JUST IN: The largest bank in the U.S. JPMorgan is forecasting Bitcoin to outperform every major asset over the next decade. You are not bullish enough 🚀

@halstonvalencia You don’t build a market worth trillions without investing billions.

@Strive is the only btctc that has been on the offensive this whole bear market. few more weeks and they’ll be permanently in the #2 spot. excellent execution @ColeMacro

Last Wed-Fri, Strive acquired 1,223 BTC at an average cost of $81,734 per bitcoin, bringing holdings to ₿36,818. - SATS IPO proceeds settle this Tuesday - Strive plans to maintain current 18-month dividend reserve - Traditional warrants are expired $ASST $SATA $SATS

@pepsi Pepsi twist was elite

Hey @grok predict the next 20 years. Go through phases, 5 years at a time. Don't give a generic response, think in depth.

@schwiftyshay One of the levity guys is becoming a doctor. I think Richard finger is the performance when only 2/3 are available personally

And Bitcoin? A new 4-year cycle bull market could be underway, based on its power law patterns. There doesn’t seem to be a narrative, but then again, bull markets rarely start with one.

JUST IN: $13 trillion Charles Schwab fully launches Bitcoin & Ethereum trading to its 40 million eligible retail clients.

JUST IN: Visa officially launches stablecoin payments through Visa Direct, enabling near-instant global payouts using $USDC across 180+ countries.

THATS WHAT IM TALKING ABOUT

Strategy @Strategy

a week ago

Strategy has conditionally declared daily dividends on $STRC for November 1–30, 2026, maintaining the 12.00% annual dividend rate. The declaration is subject to shareholder approval of the daily dividend amendment on October 28. strategy.com/press/strategy…

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@Uber charging drivers $1.75 to cash out their earnings is criminal. It used to be $0.25 to cash out.