gmsers.com

@TimHaldorsson watched the whole press conference: onchain perps, ICOs, raises up to $75m. @DefiantNews says trump named the CFTC as the agency doing it, and HYPE popped 19%.

@LexSokolin puts openrouter at $7b inside a roughly $10b push to own the machine economy's plumbing; @Shaughnessy119 reads the reported $8b+ deal as people wanting to mix and match models.

@CaitlinLong_ has it above $72k for the first time since june 1, with $3.4b of levered liquidations in 24 hours.

@Wojciech300 clocks the 10-year at 4.68% when the announcement hit. @based16z says treasuries faded the whole move almost instantly and bitcoin ran anyway. @ethcforg is calling it QE.

@ColeGotTweets: bitcoin, ether and the rest surged after the president pushed a bill expected to boost the industry.

@WhaleFactor counts +$47 billion of market cap added in 48 hours. @ethcforg's reminder for the holders: it was $4,200 a year ago.

per @DefiLlama: TVL back to $82.9b, a 3-month high. DEX and perps volume best since june, over $50m in daily fees, biggest ETF inflow week since january.

@Shaughnessy119's long thread: opus runs $25 per million output tokens against GLM at $4.40. his own caveat: price alone can't tell you what the infrastructure earns per gpu hour.

@NousResearch pitched hermes agent straight at the $200-a-month tier: 3 cents a day idle, 29 cents for nonstop use, and you aren't locked into their machine.

@organ_danny: with 1inch wired up, an agent settles its own usage in USDC over x402.

@AustinBarack: $297k of fees on saturday, over $4.5m today.

@Unchained_pod says it's a tool the agency has invoked six times ever; jessi brooks asks on the show whether that's a dangerous precedent.

@JacobRobinsonJD, on @Unchained_pod, calls the watermark compelled speech rather than a labeling rule.

per an ai roundup from @TraffAlex: ornith-1.5 ships a 9b dense model, a 35b MoE and a 397b MoE, and the real pitch is a self-improving training method.

@KAVA_CHAIN is poking at the clause that stops treating a token as a security once the team delivers. nobody has defined delivered.

@mdudas says solana's RWA growth is much faster, off a very low base. @izebel_eth points at robinhood picking ethereum and solana still having no equity perps.

base batches 004, per @DegenOnBase_: $1m total, eight weeks of mentorship, demo day in nyc.

@arbitrum's open house buildathon runs three weeks online and is aimed at finance ideas going onchain.

@alpha_pls's table off the lows: HYPE and LIT +245%, ZEC +206%, PUMP +192%, ETH +51%, SOL +45%.

@chainlink is pitching CCIP as clearing the security bar the public sector demands, with wyoming as the handshake.

@NEARProtocol's earn vaults, powered by @gauntlet_xyz and @talerfinance, let you swap, send and spend USDC without withdrawing first.

@PSkinnerTech found CLIs installed on grok bot's remote machine stick around across turns and across agents, logins included.

@Felirami tried it on purpose: hermes snapshots your files before every destructive operation, and /rollback undid it.

@knowerofmarkets calls the backlash post-truth. @garrytan is stuck on a complaint that they pay too much in taxes, and @sutherlandphys has given up and started joking about water.

@pbrody: genesee county uses flock cameras to capture and search vehicle data, and kettering university student josh tewol went looking at what that means.

@VP's tally: $229.9b of fraud uncovered, $56.4b stopped, $55.5b enforced.

@sentdefender: the heightened air activity near the russian exclave is part of a nato exercise that also has a polish ground component.

@yacineMTB on turning compiled binaries back into readable source: it is the worst it is ever going to be.

@0xSero scraped 33,000 ai sessions, 12,000 chats, eight years of journals, 20,000 tweets and 400 codebases, and published the setup so you can too.

@DennisonBertram opened FreePI up because people wanted to use their own coding harness instead of his.

@materkel's terminal-code is a vs-code-compatible CLI that works over ssh and syncs with the terminal you already have.

@BoredApeYC: shenzhen, tokyo, seoul, taipei, hong kong, manila and singapore in twelve days.

@0xWassie started buying around 0.05 ETH and watched the thing 1000x.

@mzeller's version: the merge was about not burning gpus on mining, and the surge is about being fast enough that you don't need a new solana.

@Stacks is pitching BTC-denominated staking plus native lending, borrowing and vaults, with STX underneath both halves.

on @DeFi_Dad's new episode, pharos walks through how it scores stablecoins and how it flagged pmUSD ahead of the break.

per @MarioNawfal, vance credited outgoing legislative director james braid with the tax cut, border wall funding, two beaten shutdowns and the first major crypto bill.

@ATabarrok, citing the daily mail: reasonable probability of death.

@goekhan says the rector made the call and a firing is close to certain.

@tomwarren has a sneak peek at the co-designed line, which debuts at the xbox booth.

@Hesamation: eyes, motion control, and a walk in the forest.

@garrytan relaying the professor: this was 2023, out of a 1,200-1,400 student class, and she redesigned the course around it.

@0xcyp just wants a tiny offline machine to sign transactions on. @auryn_macmillan says mobile linux is still rough, but thinks LLMs might change that.

@TaylorPearsonMe found a breakdown of it illuminating on what security actually has to defend against next.

@devpatok tried portless and says they never want to see a local port number again.

@tom_doerr on obscura: screenshots, live-page screencasts and pdf exports.

@anoma says XAN is live in the pancakeswap app on both bnb chain and ethereum mainnet.

@SOCKETProtocol is pitching one api that reaches binance, hyperliquid, cards and 50+ chains with no fees.

@LexSokolin: stablecoins are defi, onchain lending is growing, dexes do billions a day, and liquid staking is normal now.

@BrainHarrington's morning factoid, for whatever it's worth.