I just landed in Shanghai 🇨🇳
I’ve had the best shrimp wontons ( 鲜虾馄饨) and I can’t believe how quiet the streets are.
There are people everywhere but EV adoption is huge, so it’s like a giant beast moving silently.
My hotel room AC goes down to 18 (real) degree and Chinese people are super kind and helpful.
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Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.
These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.
Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.
Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.
Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).
Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.
Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.
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Great spending time with
@StanfordSBA this past week!
From global retail adoption to the TRON AI Accelerator Program, it was an exciting conversation with students and builders shaping the future of Web3. 🚀
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lmao get loved loser
get absolutely fucking adored
Seedance 2.0 on higgsfield
Prompt:
A photorealistic smartphone selfie vlog that looks exactly like a real mobile phone recording. A young woman (image = her face and hair) visits a cozy thrift store on a sunny afternoon, filming everything herself with a handheld smartphone in selfie mode. The video features natural hand shake, realistic autofocus, slight exposure changes, authentic smartphone stabilization, and true-to-life colors. Smiling at the camera, she says, "Today's thrift store challenge—I'm only buying the first cute thing I find!" She walks through colorful racks of vintage clothes, shelves of accessories, plush toys, and home décor until she spots a random adorable oversized hat. Laughing, she immediately tries it on in front of a mirror, making funny poses and bursting into genuine laughter at how silly she looks. She decides to buy it, walks out of the store holding a small shopping bag, proudly shows her surprise find to the camera, smiles brightly, waves, and says, "See you in the next vlog. Bye!" before reaching toward the phone to stop the recording. The video should feel completely real with natural human movement, consistent facial features, realistic hand interactions, authentic thrift store lighting, no beauty filters, no CGI, no AI-plastic appearance, no subtitles, no logos, no watermark, and no background music—only real store ambience, footsteps, quiet conversations, clothing rustling, and natural environmental sounds.
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Gasless USDT transfers on TRON reached $2.9B in weekly volume by the end of June, after peaking at a record $3B in May.
By allowing fees to be deducted directly from transferred tokens, GasFree is simplifying stablecoin payments while supporting larger transaction sizes and growing business adoption.
Read the full article from
@Crypto_Briefing 👇
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When stablecoin infrastructure works efficiently, adoption follows.
TRON's share of crypto card volume reached 34% in Q2, the highest of any blockchain, as total crypto card volume grew to $2.4B during the quarter.
Read the full Q2 2026 TRON Network Report from
@CoinDesk Research 👇
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Watch the full recording of our Q2 2026 earnings call.
Prepared Remarks
00:00:00 - Welcome
00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin
00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage
00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020
00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management
00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased
00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance
00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume
00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination
00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics
01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition
Q&A
01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves
01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility
01:40:37 - Equitizing, repaying, or refinancing convertible debt
01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin
01:59:22 - USD reserve minimums and the path to $STRC trading at par
02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management
02:12:04 - Why Strategy does not intend to issue $STRC below par
02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 dislocation
02:34:54 - Closing remarks
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We’re celebrating the fast adoption of chatGPT Work and all the incredible effort that went into it today. I’m feeling like a limit reset.
Hold on tight to your ultra and /fast and see you in a few hours when I’m back at the laptop!
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The future of identity is being built on-chain — and names matter.
HUMANOIDE is more than a word. It is a globally recognized namespace already understood across Spanish, Portuguese, and French -speaking communities representing 700M+ people.
As AI, robotics, and digital identity converge, culturally native names become valuable infrastructure.
A strong Web3 namespace starts with global recognition. Enter .HUMANOIDE
An extension of namespace begins with pairing it to an app!
Imagine an app that becomes the gateway to the humanoid era.
has a unique advantage: a memorable, language-native brand that can connect instantly across Europe, Latin America, parts of Africa, and beyond — without translation.
Potential applications include:
• Humanoid robot ecosystems
• Consumer AI companion apps
• Healthcare and eldercare robotics
• Education and robotics training
• Smart home and service robots
As humanoid robotics moves from innovation to mainstream adoption, the platforms that define how people access and interact with these technologies will shape the next generation of AI experiences. Welcome to PITN aka Power in the Numbers.
The future won’t just be about robots.
It will be about the applications, identities, and ecosystems that bring humanoid technology into everyday life.
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