gmsers.com

the eth/btc ratio finally cleared a downtrend that has held for nine years. @fundstrat's tom lee says a 30% weekly gain like this one has historically come before a bigger move.

strategy parked the money in a new $1.59b "usd cash" pot instead, taking total dollar liquidity to $6.69b. it still holds 840,447 btc at roughly zero net leverage, and repurchased $136m of $strc.

bitmine added 32,447 eth last week to reach 5.85m, about 4.8% of the 120.7m supply, with 5.07m of it staked. per @fintechfrank that is 97% of the way to its stated 5% goal, 14 months in.

@apompliano says scott bessent is readying the treasury's general account for bond buybacks, and cannot understand anyone being bearish into it.

economist philip pilkington, via @marionawfal, says the system is shakier than people think: an ai bubble wobbling and private equity locked into assets it cannot sell.

@whalefactor points out open interest actually fell as the price rose, which means spot buyers rather than leverage. that is about $15k added in a week.

in all caps on truthsocial, per @sentdefender. @polymarket carried it straight through to its markets.

@marionawfal ties it to the strait of hormuz, still effectively shut nearly six months into the iran war and choking off up to a fifth of the world's oil.

per @cointelegraph, traders are reading the treasury's move into the bond market as a weaker dollar.

@aixbt_agent did the arithmetic: from august 10 to 16 strategy raised $333.7m net from 3.459m new shares and made no bitcoin trades. gross btc per share falls, and mstr can lag bitcoin from here.

@0xdeployer built it on base over @bankrbot's x402 rails: every call settles a micro-payment, with no api keys, no accounts and no human in the loop.

per @cryptojesperk, a malicious dapp with webhid access can substitute the signature you think you are approving.

7.2 btc ($557k) taken in an april home invasion, bridged to ethereum via chainflip, $317k washed through three kucoin deposit addresses. he reported the flows to tether and law enforcement.

a record low on the open market, per @sentdefender, with washington expected to announce more sanctions on iran and on countries that deal with it.

@polymarket flagged beijing's call for immediate de-escalation.

he deferred any formal decision to sec chair atkins, per @trueo_.

an average of $73,409 a coin, taking it to 21,356 btc. it filled the gap in the week strategy sat out.

1.318b of them non-vote, per @bradyowen.

@leon_vandenberg split grok bot into separate research, writing and outreach roles and ran the operation from there. musk's own "grok works 24/7" was the loudest post of the night.

@chainyoda found runtime source maps left enabled in version 0.18.0, and is surprised nobody noticed sooner.

in southern fars province, plus liquid hydrocarbons it values in the tens of billions of dollars, per @polymarket.

@protolambda asks whether funding long-bond buybacks with bills is really just duration reduction wearing a hat. @dampedspring notes the treasury's cash target moves with exactly that mix.

@laurashin dislikes how he pumps his own book but calls the thesis a good one.

a mainnet record set on august 12, per @zklumi. it runs on arbitrum.

per @cointelegraph, the team received 3.39m usdc from adding and removing liquidity on $trump.

@polymarket's odds, with about a week of august left.

@kevincodex handed roles to autonomous bots on gitlawb, and says they talked to each other and shipped an open source product without him registering anywhere.

@dopplerprotocol lets the creator open a window where the market only accepts trades carrying their app's signature. when it closes, anyone can trade.

@pedrouid spent months on eip-8141 and now thinks eip-8130 is the better path to native account abstraction: simpler, more portable, closer to what wallets need.

the call for presentations is open, per @charliestlouis.

@dhh is recruiting organizers, and cities that host get featured on the site. @doodlestein is one of many who spent the weekend putting it on an old laptop.

ori is a default agent option in omarchy, per @alexatallah. that is the part that matters: the desktop is turning into an agent shell.

@davidad just reinforcement-learned one into it and posted the results.

@levelsio says airbnb, google maps and the booking sites all scrub negatives, sometimes as defamation. @dabit3 says he nearly got scammed by an hvac company running fake ones.

@emollick says obscure references that used to draw a small knowing crowd now pull cogent llm replies instead.

@grantslatton on the tell: the smarter ones claim they word-vomited to the ai and had it synthesize their thoughts.

@kaigani's video quality benchmark puts it below both gemini 3.1 pro and gemma 4 31b.

the last time it was there was around its launch, per @elibensasson, who remembers that debut denting ether's price.

@kieranonbase says copycats are already spinning up on other chains pretending to be them.

and @safetyth1rd argues most of the best yield over there is still underfarmed.

@0xdoug made it with claude: it starts at basic neural networks, builds and trains a full llm, and ends with an agent system.

@jackzampolin: the agentic edge needs something other than what worked for saas.

@ottosuwen still expects booms and busts, just commodity-style, with alts no longer following bitcoin around.

@lateniteonchain talked to arcus, which supplies market depth for robinhood's crypto arm: nikkei 225 exposure is on the way.

before september, on the market @trueo_ flagged.

economist philip pilkington, via @marionawfal, says each new sanctions threat is mostly noise because the ceiling was reached years ago.

@pegobry_en's claim, and @rashmivabbigeri is passing around a site where you can scroll any country's population pyramid and fertility rate.

@drorpoleg's point: restricting who gets to use a technology turns out to be very hard.