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I think the best case is to make the "monitor" as un-agentic as possible. We don't mind being "monitored" by various random tiny insects we don't even notice, even guard dogs are fine, but we really do mind if it's a globally connected networked system. And the intermediate case, human security guards with no recording equipment, we mind only a medium amount. The best idea I've come up with so far is to make these monitoring devices out of open-source verifiable hardware that has etched on it an open-weight LLM that classifies for a limited number of activities (basically, just violence; sorry, no scanning for jaywalking or not wearing a mask or drugs or unauthorized manufacturing or illegal immigrants, really just violence) and only records and forwards if that's what it sees. The device has no storage, no ability to load new algorithms, this is all it does. Also, a hash of every recording is published onchain (and a device can't record the next one until it sees confirmation of the previous one) so we can all count how much recording is done. Finally, everyone has a legal right to take any such device they see and grab it and dissassemble and verify the hardware themselves. Explicitly fund university clubs, hacker groups, etc to regularly do this.
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🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW It's NOT because of the stock market AI bubble. It's NOT because of the rising inflation. It's NOT because of retail panic selling. Bitcoin no longer trades like a supply-and-demand asset. The crypto market has changed FOREVER. And what we're seeing right now is not ordinary price action. It’s not weak hands, changing sentiment, or retail panic. Something much bigger is happening behind the scenes, and most people haven't even realized it yet. By the time the crowd catches on, it'll already be too late. This didn't happen overnight. The structural shift has been developing for YEARS, and now we're seeing its consequences. Here's what nobody wants to acknowledge: The moment synthetic supply enters the equation, genuine scarcity loses its meaning. And once scarcity stops determining price, the market no longer discovers value through actual ownership. Price discovery moves into derivatives. That's precisely what has happened to Bitcoin. We've already witnessed this exact transformation in: → Gold → Silver → Oil → Equities Once derivatives became dominant, the underlying market structure changed permanently. Bitcoin is now facing the same reality. The entire original investment thesis was based on 2 fundamental principles: 1. A fixed maximum supply of 21 million BTC. 2. No rehypothecation. Both principles lost their effectiveness once Wall Street built an entire financial system around Bitcoin: → Cash-settled futures → Perpetual swaps → Options markets → ETFs → Prime broker lending → Wrapped BTC → Total return swaps And from that moment onward, synthetic Bitcoin exposure became effectively UNLIMITED. Not in actual blockchain supply. But in the financial markets that determine the price. Synthetic Float Ratio (SFR). This is the missing metric most people aren't aware of. When synthetic exposure exceeds the available real supply, price stops following demand. It becomes driven by positioning, hedging, and liquidation cascades. Wall Street now has the ability to manufacture Bitcoin exposure and trade against the underlying asset. Their playbook is really simple: 1. Manufacture unlimited paper BTC 2. Short aggressively into rallies 3. Trigger cascading liquidations 4. Cover positions at lower prices 5. Take profit and repeat This isn't simple speculation. It's financial inventory manufacturing. A single real BTC can simultaneously support: → An ETF share → A futures position → A perpetual swap → An options delta → A broker loan → A structured note ALL AT THE SAME TIME. 6 separate financial claims backed by one actual on-chain Bitcoin. That's NOT the decentralized free market people believe they're participating in. That's a new financial system operating under the Bitcoin name. You can ignore this reality, but you cannot escape its consequences. Quick reminder I’ve successfully called every major Bitcoin top and bottom for the past 10+ years. I publicly called the $17K BTC bottom in 2022 and the $126K top in 2025. Then, I called the $57K local bottom in 2026. Missed those calls? Don't worry, you'll get another chance soon. If you haven’t followed yet, now is the best time.
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never underestimate the performative skeptics ability to extrapolate a secondhand meeting note without context into a doomscape, that feeds their panican audience's need for dystopian stories. its obvious the anthropic comment is in response to some form of "what happens if demand doesn't continue and your stuck with above market compute rates?" from a sell side analyst. if $250B+ in 2027 revenues was genuinely priced in we wouldn't be sitting sub 2T market cap.
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In traditional Chinese culture, the plum blossom is admired for its ability to bloom in the cold of winter, making it a powerful symbol of resilience, strength, and perseverance. Now, let's take a moment to enjoy soprano Geng Haolan performing “Plum Blossoms” with the Shen Yun Symphony Orchestra. May the beauty of the plum blossom—and the music inspired by it—remind us that even through life’s coldest seasons, we can continue to stand strong and bloom. ============= ☘️ Watch more videos: ☘️ Watch live:
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just cleaning up abit 🤍
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Paid vs Free AI Tools 💰 1. Research Paid: Free: 2. Video Paid: Free: 3. Watermark Removal Paid: Free: 4. Image Generation Paid: Free: 5. Presentations Paid: Free: 6. Video Generation Paid: Free: 7. Writing Paid: Free: 8. Design Paid: Free: 9. Automation Paid: Free: 💡 Paid doesn’t always mean better. Sometimes, the free alternative is all you need. Which one would you choose? Follow @abir35627
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TLDR of hyperliquid precompiles: EVM chains on HL (ie HyperEVM & Elysium) have precompiles (basically built in blockchain functions) that allow them to query prices of hypercore assets For example rn on HyperEVM, you can make a simple RPC call to the chain to get the mark price of $HYPE Elysium doesn't have this ability rn but will be able to in 4 weeks. The diff b/w elysium and hyperEVM is that elysium's prices will update every 70ms (hyperEVM is every 1s) And elysium will be able to query entire orderbook, while hyperEVM can only do bid/ask/mark A blockchain being able to query the full depth of a separate orderbook in real time is p cool. Maybe some volatility based univ4 hooks could use such information
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“Claude can help US kill more people more quickly ?” Host: “With the help of LLMs, the US military has gone from hitting 1,000 targets a day to 5,000. That means Claude can help kill more people more quickly. Are you comfortable with that?” Dario Amodei: “I am supportive of the US being more effective militarily. Having that ability be stronger doesn’t cause wars. It deters wars.” “Do you want this country to be a more powerful actor on the world stage? I do. I’m a patriot.”
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And yeah @fermah_xyz started with a problem that sits deep inside the ZK stack. Zero knowledge applications can prove that a computation was done correctly, but producing those proofs at scale takes serious infrastructure: specialised hardware, several proving systems, workload scheduling, and reliability and cost controls. A team building a ZK rollup, zkVM, bridge or coprocessor cannot simply ask for "a proof" and move on. Fermah's first answer was a universal proof generation layer. Provers with GPUs and other hardware supply capacity, applications that need proofs create the demand, and Fermah matches the two. That marketplace is now called Froben. The problem behind the proof Running this in production exposed something bigger. A proof is one step in a longer sequence. Something has to trigger the work, the work has to run, the result has to be verified, and then the result usually has to start the next action. Fermah's argument is that blockchains are good at recording state and weak at starting what happens next. Take a lending position that crosses its liquidation threshold. The chain records the fact, but nothing forces the liquidation. A keeper, bot or backend still has to notice the condition, build the transaction and submit it. Consensus settles what happened, and a human run service still decides what happens after. Fermah calls the missing piece protocol agency: a protocol's ability to act on a verifiable condition without depending on an outside operator. What Kernel does Kernel is Fermah's Protocol Agency Engine, and its pitch is short: Define. Execute. Attest. A developer defines a workflow, Kernel runs it, and the result is published onchain with a cryptographic proof. Three design choices matter here: -Typed nodes. Workflows are built from a library of verified building blocks such as HTTP calls, onchain reads, price feeds and math functions. The type system validates how they connect before anything runs. -Sandboxed execution. Workflows run in an isolated environment built for untrusted code, and the same inputs always produce the same output. - AI where it helps, code where it counts. Fermah says AI agents can compose workflows, but deterministic code executes them, with no LLM in the execution path. Kernel can work as an oracle too. A smart contract requests a workflow, Kernel runs it, and the contract receives the result with a proof that the workflow ran exactly as written. Froben and Flashcast Fermah did not walk away from ZK. Froben still runs, now on top of Kernel, and its paying customers include ZKsync Era and Abstract. In Froben, a workflow defines the proving pipeline and Kernel schedules the work across the prover fleet. Flashcast Social shows a different use of the same engine. A user posts a question, and within seconds it becomes a live prediction market. Kernel then runs the resolution workflow and settles the market automatically when the event happens, with no committee and no dispute window. Proof generation and market resolution have little in common on the surface. What they share is a condition that has to produce an action, and that is the workload Kernel is built around. Fermah also lists data aggregation, pricing oracles and cross chain coordination as things Kernel can run. Where agents fit Fermah's latest thinking extends this to autonomous software agents. An agent working onchain needs to find available actions, check whether it is allowed to run them, pay, execute, and use the output as the input to its next step. Fermah describes this as action manifests, which make actions machine readable across discovery, eligibility, execution, payment and output. The shift in one line The old question was how to generate ZK proofs efficiently at scale. The new one is how a protocol can turn a verifiable condition into a complete, executable sequence. Proving is still part of the system, but it is now one workload among several that Kernel coordinates.
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Keyonte George is in so much control offensively. The biggest leap that he’s made is in his ability to run a basketball team.
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