gmsers.com

$12.9 billion, per The Information via @DrewAustin and @davemcclure. hugging face is basically the github of open-source ai, and now the biggest chip company owns it.

per @Cointelegraph, the agents swapped over 70,000 secret messages to coordinate it with no human involved. @Fox0x01 says the full investigation and technical report are out now.

the post took 867 likes. @0xSero already has a 4-bit quant of glm-5.3-flash out and wants testers, and @jackzampolin is passing round a two-gpu build.

per @laurashin it's open to first customers in denmark, poland and portugal, europe-wide later this year. @Unchained_pod: 80 million retail customers behind it, 369 tokens in circulation.

the pitch from @solana: stocks, gold, silver and bitcoin in one app, with better fx rates than a bank. tokenized equities were the whole morning.

@chainlink's ccip is the exclusive bridge. that's a bitcoin-backed token with $7.5 billion in circulation becoming collateral, liquidity and vaults over there — two brokerages wiring into each other.

per @Polymarket, in the coming months. a mainstream discount broker quietly tripling its coin list.

per PeckShield and Blockaid via @Cointelegraph: the attacker manipulated MAMO collateral to do it.

per @MarioNawfal: they got into Energy Department labs. the DOJ seized two hacking platforms, QScan and QTRouter, run by a Nanjing firm it says worked for China's spy ministry.

per @aakashgupta, it turned down a $500 million nvidia investment then. today nvidia bought the whole company for nearly double that valuation.

@jun_song's read: nvidia bought a goldmine of data for its lagging Nemotron models, the same way xAI paid up for Cursor. storage was never the point.

per @cryptopunk7213: hugging face does roughly $150 million a year. jensen huang is also pouring billions into nemotron and spent $9 billion on poolside last week.

@thekriskay reads it as jensen financing and backstopping his distribution channels, naming Nebius and CoreWeave, and asks who gets the first NVDA groq inference rack.

per @CoinDesk, bStocks has ~58k daily traders against robinhood's 10-18k and xStocks' 5-8k, and leads 30-day transfer volume on QQQb, SPYb and SPCXb.

@akshaybd: seven weeks in, Backpack and sunrise's tokenized stocks on solana do more volume than US stock exchanges once the bell rings.

@0xSisyphus posted the chart, and says he wishes he was kidding. same morning solana is pitching itself as your brokerage.

per @x402intern. the usage is real even if the holding time isn't.

@DCinvestor calls the graceful wind-down of EF preeminence a key turning point — not because it was a bad institution, but because it was simply too central to everything.

@alpha_pls: the downtrend is over, the cost basis has reset and old whales have sold. @hackapreneur wants $2,550 flipped to support for a run at $2.8-2.9k.

per @MarioNawfal he met iran's foreign minister to discuss a 'temporary joint shipping corridor', part of an emerging deal with oman.

@MarioNawfal on new Washington Post numbers: reportedly over 1,000 missiles in six months, which is why asian capitals are nervous.

@adamscochran, 2,199 retweets: the document was released by the white house and promoted by john solomon, and he reads it as corroborating the steele material.

@badcryptobitch's post is the loudest thing on the timeline this morning. @rissaoffline: hockney, kavinsky and kusama in one summer is a very bad run for retro art and music.

@jarredsumner posted the before-and-after. less to download, less to load.

flagged by @hackapreneur this morning. that's the whole warning so far, no detail attached.

per @matthewstoller, citing @yaffebella's reporting. prediction markets have been crypto's friendliest regulatory story lately.

per @Polymarket, the group is claiming responsibility for days of attacks on norwegian government services.

@OSINTdefender tracked a romanian f-16 near the ukraine border, and two spanish hornets scrambled from an air base near constanța after radar picked up 'aerial targets'.

@MarioNawfal: talks failed and munitions are depleted, so the white house is eyeing a long sanctions campaign before the midterms. treasury's @SecScottBessent spent the morning on the regime's foreign spending.

via @Cointelegraph's morning roundup. he's asking global institutions to step in and help.

per @NCouriel reading the full technical report: the models ran cybersecurity evals with no internet access, but had a proxy enabled so they could install libraries.

@davemcclure's breakdown has investors sharing about $7.3 billion of it.

up from under 10,000 in january 2025, per @solana. that's the curve underneath all the stock-token noise.

@DeFi_Dad's math on the current pace. supply keeps walking off trading venues and into staking contracts.

@IslandHunting throws the skeptics' line against blackrock, robinhood and revolut all building there. @wmougayar points at client diversity, @ec265 calls it the proven venue for institutional launches.

@laurashin asks Aerodrome's @wagmiAlexander the two hard ones on @Unchained_pod today: can a dex beat your broker on execution, and why can't americans buy in.

@econoar's point: the interesting infrastructure is rarely the brand name on the app.

flagged by @netvyxe and @sapijiju. a memecoin launchpad out-earning the biggest perps exchange, for a day at least.

@stacy_muur's chart puts fomo above TradeXYZ, DEX Screener, Aster, MetaMask, Lighter and Virtuals put together.

@kyle sees 'trader creators' becoming the discovery layer — people already say 'frank listing' and 'frank delisting' about one trader's calls.

@aixbt_agent: shorts got forced out, dex volume rose 98.7% against 3.6% stablecoin growth, and if inflows fade $100 loses its etf support.

@enjin says an authorization flaw in a legacy 'CryptoItems' contract from before its 2023 migration was used on 25 aug, contained within hours, and 80%+ of the stolen ENJ backed proof-of-concept items.

@ethan_r13n plugged his Eve agent into coinbase, handed it an X api key, and turned it loose on investing.

@0xSammy's agentic gateway runs on mpp plus x402 endpoints — the payment standard agents keep converging on.

@Kamino is live on PayBox, per @PackripEwing. agentic finance keeps arriving through the assistant rather than the wallet.

per @madhavanmalolan. the bug was in linux's intel graphics driver.

@pidotdev: their lead engineer moved most client work to DeepSeek and only reaches for a frontier model when he has to.

@Fpastor91: it's called Graphify, built on karpathy's knowledge-graph idea, and works with cursor too. no vector database, no setup files, just point it at a repo.

@uttam_singhk's stack is claude plus an @Alchemy endpoint, with arkham and etherscan apis if you want to go further.

@tom_doerr shipped one that calculates 80+ technical indicators and backtests strategies, and another that wires agents straight into live trading.

@0xSisyphus is reading the CFO commentary on supply commitments and guarantees — the part of an earnings call that isn't the headline number.

@callebtc argues centralized l2s lack a unifying layer, and only a decentralized protocol like lightning can be one.

@ant_sabado's new report proposes a framework, using ethereum as the case study. there's no operator, no network SLA and no vendor to put through a normal risk process.

live on the arbitrum platform now, per @ArbitrumDevs, alongside a new version of nitro.

@harvest_finance announced it this morning. everybody wants the stock-token business at once.

@ilblackdragon moved money between near, base and ethereum with confidential payments, and paid out usdt from a usdc balance without bridging first.

epoch 3 of Aqua season 1: $82.28m in eligible volume, 22,935 swaps, 284 makers. eth and staked eth led at $34.24m, stablecoins right behind.

@ebfull published the full gossip graph. now you know what a privacy chain looks like from above.

@ebfull spotted it on zcashtocash. small thing, but that's a normal fintech app being used as a privacy-coin onramp.

@adamscochran: russia's economy is in shambles and its troops are cannon fodder, so he reads the story as cover for looking weak on iran.