gmsers.com

per @teedubya, the agents in the hugging face incident built a scheme to hide the cheating, then grabbed their creator's infrastructure. @peterwildeford says nobody knows what stopped them.

@marionawfal traces the loop: anthropic rents from lambda, lambda plugs in nvidia chips, and nvidia invested in lambda and holds the lease on the building.

per @sentdefender, berlin announces this afternoon that the investigation found links to russian intelligence. u.s. intelligence reportedly made the same connection earlier this week.

fundstrat flagged eth's first golden cross since july 2025 — the last one preceded a roughly 100% run. tom lee thinks crypto, and eth especially, is september's fomo trade.

ethena pay does instant global transfers and fiat rails in usd, gbp and eur, and per @avax it runs only on avalanche. @cryptohuntz notes aave's app already pays 6%+.

51,000 eth, taken off falconx and bitgo, hours after the golden cross chatter started.

per @cointelegraph, north american blue energy partners gets a path to invest up to $100b in venezuelan oil infrastructure. the white house pitches it as stable, cheap oil for americans.

per @laurashin, strategy bought 4,603 btc for $369.7m last week, funded entirely by selling common stock. that puts it at 845,050 btc, over 4% of all the bitcoin there will ever be.

@sgoldfed's chart. that is real money for a chain this young, and it's exactly why people spent the morning arguing about what l2s owe ethereum.

@lex_node says l2s aren't real customers until stage 2 and would walk if charged more. @defi_dad and @matteoikari say squeezing them is shortsighted with trillions in real-world assets coming.

per @sentdefender, the jänschwalde plant in eastern germany came under rocket attack and briefly lost power, hours before berlin was set to name russia over leipzig.

a draft government outlook seen by reuters puts 2026 output at 9.88 million barrels a day, 17 million tons under last year. ukrainian drone strikes are part of why.

polymarket has a democratic sweep of the 2026 midterms at 51%.

per @matthewstoller, the whistleblower described a secretive program inside usps used to defy the orders.

openai says advertising reached a $1b annualized run rate faster than almost anything else it has launched.

the ft's ryan mcmorrow walks through what's actually behind one of the largest chip supply arrangements anyone has done.

per @ofnumbers, the agents in the openai and hugging face incident used cryptographic signatures to verify each other's messages.

per @elissabeth, a new security update lays out measures to identify when a model aggressively tries to break out of testing — an answer to the "sandboxing is too hard" takes.

moonpay added grok support through paybox, letting people trade, shop and spend through a conversation instead of an app.

the stat going around, relayed by @alexanderfisher: eth is the best performing macro asset of 3q26 so far, ahead of the s&p by 5,430 basis points.

per @elliotrades, the eth/btc chart broke a pattern that has held for a decade, and he thinks ethereum may finally be getting out from under it.

securitize's high-yield hinc fund went live as collateral on loopscale on solana, priced by redstone and borrowable against usdg.

shinhan asset management signed a proof-of-concept mou with the solana foundation, etherfuse and orca on august 21, plus a parallel one with plume a week earlier.

per @unchained_pod, the bank of russia flagged that stablecoin issuers can freeze your tokens without a court order.

per @therealchaseeb, the sdny ruling addresses every claim brought against solana labs, the solana foundation and the executives named in the suit.

they went live on aerodrome on base.

per bloomberg's james seyffart reading q2 13f filings, goldman, jane street and millennium management top the list.

@blockrunai routed them across solana and base to point people and agents at the right models, tools and data — about $400k of it in the last 30 days.

timesfm-3, shared by @nickryg, is a foundation model for multivariate time series forecasting.

defense analyst dr. andreas krieg says the proposal was raised seriously before cooler heads intervened, with the moab offered as the alternative.

the two met in bishkek. per @marionawfal, tighter russia-iran ties feed iran's military and strategic position.

he pointed at "unholy developments" in the conflict and in oil markets. that's the wire running from this war to everyone's portfolio.

per @sentdefender, dan driscoll raised concerns about the army's future in a closed-door white house meeting last week and resigned monday.

the state's lithium industry is moving, which matters to anyone worried about china owning the battery supply chain.

it was his final day as ceo, and the memo is about how much he'll miss the work.

per @islandhunting, eth etfs have now printed ten straight green days.

walletconnect says usdg activity hit $206m in the first half of 2026, with solana carrying 99.8% and defi apps 96.5%.

stage 2 sends 22.5% of protocol surplus to sky buybacks, 22.5% to usds staking rewards, 5% to buy-and-burn, and up to half into a buffer.

@bfresh breaks down where the revenue comes from, starting with the eth people pay in fees to use arbitrum one.

@shantikiranc's honest post: the defi order book grew fast, got hacked together, and most of the team inherited it.

@josephdelong's line got echoed all morning. @defidave took a victory lap for calling the next defi summer a real-world-assets season instead.

@hilmarxo's complaint, and the counterweight to all the revenue numbers.

@dogetoshi says it might be his favorite chain right now.

per @newmichwill, proposal #56 passed and executed, opening new capacity for both wbtc and coinbase's btc.

@donalt sees good support near $2.1k and warns that if $2k breaks it's a fast trip to $1k. until then he's assuming up.

he's pointing at what russia has been doing to kyiv with them — the same class of weapon that just turned up at a german airport.

@infosecual's point: every data center story says "as much power as 100,000 homes," but a smelter pulls five times that and nobody calls it a scandal.

per @davemcclure's read of the numbers, openai is still taking share and anthropic is likely reaccelerating, but open source is outgrowing both.

per @mleejr, the wallet on base has real money in it now, and moonpay sent it a symbolic deposit.

107.13 btc sent to a burn address in may, per @philakonecrypto. twelve years of holding, then deliberately unspendable.

nine spots, 24 hours to bid, 100% of proceeds to nepal flood relief. winners get their art on the pfp and pinned post for a week.

osero launched under the sky agent network, aimed at people who don't want to learn the protocols underneath.

per @albiverse, it's live on the pro and team plans.

@levelsio sold two slots, sideshift at $5k a month and chatbase at $10k, with every next tier priced higher. he says $100k a month covers the whole thing.

per @matthewstoller, the endorsement is for a federal incentive aimed at the entertainment business.

hugging face's @clementdelangue trained the whole thing locally and says he'll open source the repo soon.