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The open vs closed source race is a price war. Since June, the average paid token from OpenAI got 62% cheaper. DeepSeek: −51%. Google: −29%. Anthropic: −11%. Over the same three months, Ornn has tracked B200 rent rising 50%. H200 rose 28%. Models are getting cheaper to buy. The compute to run them is getting more expensive to rent. So where does value accrue? To whoever owns the compute. The cheapest open-weight model finishes a task for about 1/5 the cost of a comparable closed model, and they don't need the newest chips. Every GPU is a shovel when the models are free. See more at

We are excited to announce four updates regarding the Ethena ecosystem, further details on each point are provided in the blog linked below: 1. Buyout of early investors: The Ethena Foundation executed a buyout of all locked tokens from certain major seed investors that sold any ENA within the last 9 months. 2. Alignment of Token & Equity: The Ethena Foundation and Ethena Labs have reached agreement on a Master Framework Agreement, whereby IP and ownership of value accrued by the protocol is assigned to the Foundation exclusively and governed by token holders with no residual cash flow due to equity investors in the Labs entity. 3. Revenue Buybacks: Governance proposal now live for the implementation of the fee switch whereby net revenue accrued across all business lines under the Ethena brand will be used to programmatically buy back the ENA token. The vote for revenue buyback fee switch implementation is now here, and has already been approved by the Risk Committee: 4. Removal of monthly VC unlocks: The Ethena Foundation and lead investors have agreed to eliminate future overhang associated with monthly VC investor unlocks by releasing unvested tokens. All team tokens remain locked per the original vesting schedules. Further details and documentation is provided in the blog linked below:

Today I’m targeting giving users an additional interface with a different styling pathway for direct access only to Launchpad features. The launch pad will feature 3 modes Degen mode : no tax - no buffer straight bonding curve Degen mode hybrid : snipe tax\buffer where at the end of the countdown/decay launches go into Degen modem Smart launch mode : anti-snipe + optional buffer and BYO(bring your own token) for large teams with professional launches A portion of the fee flow from all these launches will go into a Stonkbrokers ICO Boost pool ,after one week or after the pool accrues the first $1,000,000 the process of purchasing a random token from the launchpad will begin based on qualifications including total 24 hour volume/holder count/and token age. Updated public TG link for Stonkbrokers and dedicated chat for the Stonk Launchpad is below.

"Where are my rewards?" The most asked question since Aqua incentives went live. The answer is a timeline. A season runs for one week. Rewards accrue the whole time. Totals lock when the season ends and claiming opens after that - you collect directly on Aqua or on Merkl. Zero mid-season means the count is still running, not that something broke.

Buzz is not a slack killer. It’s much bigger. It’s the first proper multiplayer agent harness. The network effects of who wins at that layer will decide where value accrues as models commoditize. Very impressed @jack

Our Season 1: Ignite is officially live! Points have begun accruing on Monday, 20 July 2026 at 00:00 UTC. Points are distributed weekly, with the first distribution at 14:00 UTC on Tuesday, 28 July 2026. 200k points will be allocated per weekly distribution.

The story of AI in the next few years is going to be compute: an essay on the future of AI. K3 in 2 days is already #10# on OpenRouter with ~140B tok/day, and it’s infra is crumbling. Throughput is down from 30tok/s to 13tok/s, E2E latency is up to 72s and time to first token is >20s! It would cost a minimum of $500k to buy the 8 B300s it would take to serve even quantized Kimi K3 and ~$4M for the more recommended GB300 NVL72 rack. I don’t think Moonshot has the compute available to scale to their demand! In fact, even the US based inference providers will likely not be able to scale capacity as much as they’d like even if they were to host it: a 2.8T model is no joke. GPU providers (neoclouds etc) are doing 3yr and I recently hear 5yr commits with an ungodly 30% down, and customers are chomping it up. Prices continue to go to the moon. The two big labs, hyperscaler clouds, Grok and Meta have compute deals locked in prior, and the rest are fighting for scraps. Tier 1 neoclouds (coreweave/nebius etc) are rumored to not even small “smaller” customers. Meta is the biggest wildcard here. With ~7GW of compute by eoy 2026 and no clear big model ties, they either get to frontier on their own or can host the most Kimi K3 capacity (unless they sell it to the labs). Even though the price of models has fallen over time, it’s worth noting that the price of frontier has not. 3yrs ago, GPT-4 released at $60/M, o1 at $60/M, Opus 4 at $75/M, GPT5 at $10/M, Fable at $50/M and now Sol at $30/M and K3 at $15/M. Even if you consider K3 frontier, that’s only a 4-5x flux in 3yrs. In that time, frontier demand has increased at least 3+ ooms and frontier intelligence performance has gone 32x at least by task time by METR. Essentially, so long as a) the demand for frontier intelligence continues to grow to near infinity, b) the frontier continues to grow in performance, even as c) if the price of frontier declines a little, the value accrued to frontier grows significantly! And there’s a tremendous bull case for those who have locked up compute if you’re bitter lesson pilled and believe larger models will always be smarter models.

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Is crypto losing to AI? @MikeDudas joined the livestream to discuss where crypto is actually heading, why value-accruing tokens matter, and why AI isn't replacing crypto - it's creating new opportunities for it 00:40 How Mike raised a 3rd fund in one of the toughest markets 02:25 Dumbest criticism DePIN projects get 05:21 Underrated crypto consumer products that more people should know about 07:21 Are prediction markets just another trend? 11:06 Is crypto losing to AI? 14:29 Most underrated founder right now 16:15 Is crypto really just fintech? 17:36 What will trigger the next major market turn 21:47 Crypto investments need a new structure? 25:51 Should crypto startups worry about big companies copying them? 28:01 Can @Pumpfun outgrow memecoins and become the default token launch platform? This interview features: - @MikeDudas, managing partner at @6thManVentures - @miaferrariii, co-founder of @mad__app and @MadSocietyTV