gmsers.com

per @OttoSuwen it's up 30% since the start of the week. @TrustlessState says it hasn't moved like this since the 2024 election, and it nearly touched $80k overnight.

per @binji_x, spot etfs took $189,150,000 of eth in a single session yesterday. eth cleared $2,400 this morning.

brian armstrong: a 60-plus vote senate bill that day, or new cftc and sec rules the day after.

lighter's ceo told the room "defi is not the regulator's enemy" — his pitch is that onchain verifiability already does the regulator's job.

per @laurashin, michael selig says the agency will write rules under its existing authority if the clarity act dies in the senate.

deepseek-v4-flash-vision-exp is live on the api and openrouter at v4 flash pricing, and per @OpenRouter it beats opus-4.8 on agents' last exam and zerobench.

it's called ox alpha — 1m context, multimodal, zero data retention. @jacopo_eth says it's really good, @Hesamation thinks it goes open weight, @0xz80 swears it's not glm or deepseek.

per @Dune, the cftc opened public comment on compute derivatives, including perpetual compute futures — a way to trade where the leverage in the ai buildout actually sits.

per @XenBH it went from about 3% to over 6% of defi tvl. it's #4 on defillama with #2 in reach.

@0xyoussea pays per request with x402 on base for research that used to cost hundreds of dollars a month on a subscription.

per @BlockRunAI's base recap, coinbase showed aws agentcore payments working with cdp wallets and x402.

shafu on @therollupco: sticking an api behind x402 is easy, but a normal person can't set up claude desktop and an mcp to go spend at it.

@DCinvestor's point: a president publicly leaning on rates because debt servicing costs too much is itself the argument for crypto.

per @laurashin, terrence duffy clashed with michael selig and kalshi's coo about market manipulation at thursday's advisory meeting.

the ask is pre-ipo perps for us retail — hyperliquid-style leverage on private company valuations.

per @n3ocortex, 25-delta skew hit its lowest of the year across every tenor and the one-week and one-month went negative. they're paying up for upside now.

@fundstrat sees a volume gap above here and calls the move amazing but unlikely to run in one go. @ethcforg wants $3k in a single candle.

@thsottiaux says gpt-image-2 does it in chatgpt and through the api. it was the most-liked post of the morning.

david sacks points at harvey: they took kimi k3, post-trained it on legal data, and got state-of-the-art legal benchmarks at a fraction of frontier cost.

his read: closed labs are paid to be afraid because fear justifies staying closed, so open-source people end up rooting for the chinese labs.

set the output style to concise and it keeps replies short instead of narrating.

per @MarioNawfal, aramco transfers ship-to-ship off fujairah in the uae. petrochina and sinochem each took 2 million barrels, routing around the chokepoint entirely.

pezeshkian frames it as ending from a position of strength with the world acknowledging iran's victory. whether trump and the irgc agree is the open question.

mike huckabee quoted "thou shalt not steal" and raised the possibility of consequences for a land grab.

trump announced it as a fix for the beef inflation he's been hammering biden over.

vance calls it an inherited debt bomb. @Noahpinion points at the numbers: a 6.3% of gdp deficit in biden's last budget year, against cbo's projection for this one.

the maga inc money goes to republican candidates trying to hold congress.

per @Polymarket, it came right after trump ordered the joint military drills scaled back.

per @cryptoleek, the white house briefing video tilts hard commercial, which in practice means a big head start for spacex.

@Mudit__Gupta runs v4 flash for most sub-agents and lets it escalate to smarter models when it isn't confident — best output per dollar, he says.

@yacineMTB avoids goal mode because it's "a token guzzler". @sawinyh wants burn split by model and mode, since aggregates hide bugs like the chatgpt work memory leak.

coingecko's trending twenty has hype first, btc second and pump third.

@EffortCapital's case: solana holds about 5% of stablecoins today and needs north of 20% within two or three years, the way ethereum defi grew into 2021.

keystore signatures would close what the eip calls a secp256k1 backdoor on eip-8130 chains. the other creates throwaway accounts that exist for one transaction and then vanish.

per @chainyoda it's an open autoresearch challenge — bring your agents.

@lopp is walking through what actually happens if a quantum-capable adversary shows up on the network, and what can be prepared now.

@namespace_eth open-sourced it — availability, pricing, ownership, subnames — alongside a universal resolution api with a playground.

ax1 console is in public beta and agent fees are 0% for the first 72 hours.

per @mteamisloading, tessera hit over 90 transactions per block updating its curve — the only prop amm on base that sped up during the volatility.

per @Cointelegraph, a california court rejected the company's attempt to push his individual claims into private arbitration.

@DanielSinclair noticed several of them treat the robots like living things you coax into a reset, and wonders if it's their version of ai welfare people.

@kyle counts basestonk, stockify, o1 exchange and flap. three have their own tokens and he can't see why any of them pulls ahead.

@markjeffrey says chainlink did the bridging. most bittensor subnets are ai products, so that's a lot of ai exposure landing on base.

@ninakilbride sent requests to white house officials arguing transparent odds would pull capital toward therapies nobody currently funds.

we vote on what communities should do and almost never bet on whether it works, he says. he tested it on ethereum for years; archon is the cheap version.

matt hougan thinks the real move comes when institutional buyers show up all at once.

@cryptic_tits measured everything since the run started 48 hours ago. the conclusion: people want memes.

reportedly worth up to $35 million, per @Polymarket.

biconomy, bubblemaps, nillion and ethgas start trading today.