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Germany is fundamentally changing how it handles national security. 🇩🇪 👇
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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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I have a major result to share. I’ve found conclusive forensic evidence that the top 4 Chinese AI labs—DeepSeek, Moonshot, MiniMax and Ant Group—have built their newest models on NVIDIA’s most advanced Blackwell chips, which are barred from export to China. This sounds insane, but I discovered that almost every AI model carries a hidden signature of the GPU that trained it. When a model is first set up, the starting values of its weights are laid out in a pattern that depends on the exact GPU. Each combination of GPU and seed number produces a unique pattern—a sort of fingerprint of the hardware used to create the model. Traces of that pattern survive training into the published model. Again, this evidence isn’t based on any insider information or leaking. It’s based on a forensic analysis of the model weights released by the companies themselves. I searched more than six trillion combinations of chip layout and seed number and matched them to open-weights models. In doing so, I found conclusive evidence that six Chinese AI models—including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3—were initialized on NVIDIA Blackwell systems. Four of the models match Grace Blackwell, the GB200 and GB300 parts in NVIDIA’s flagship liquid-cooled rack-scale systems. I then verified these results on real hardware. Running unmodified PyTorch with the seeds I’d recovered, a Blackwell B300 reproduced DeepSeek-V4-Flash’s untouched starting weights bit for bit, and a rented GB200 reproduced Kimi K3’s to a correlation of 0.999995. A Hopper H100 reproduced none of DeepSeek-V4-Flash’s, and changing the seed by one broke the match. (DeepSeek’s seed is 953049583 by the way.) The method also was verified to match 24 known open-weights models to the hardware that developers said they used. It is exceedingly unlikely that these results are a coincidence. Across six trillion combinations, the best accidental match should reach only about 8 sigma (i.e., eight standard deviations above what random chance would produce). The real matches range from 49 to 1,385 sigma, and even the weakest single test hits 20. These were data-center-scale training runs. With some analysis of release schedules and model details, I estimate that the largest, Kimi K3 and DeepSeek-V4-Pro, used 2,000 to 3,000 Blackwell GPUs each. Clusters of this size cost on the order of $150 to $200 million each to buy, and across these labs alone would add up to more than half a billion dollars of export-controlled GPUs, not counting experimental compute or otherwise. It’s quite likely that we see multi-billion dollar expenditure on export-controlled GPUs. I am highly confident in this result, and it has been independently verified by senior researchers at OpenAI and Anthropic. You can read the full report at There is much more I’ve identified about these models through other forms of checkpoint forensics like this, and will have more to share soon.
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Jacek from DEGEN shares his perspective on how rapidly AI is changing software development and what that could mean for the future. “Jacek has seen the progress firsthand. Work that once required hiring separate developers to build an iOS app could now be handled by a single engineer using modern AI tools. The pace of improvement over the last 18 months has been remarkable.” “He believes AI could eventually become far more capable than humans across almost every type of work. Looking ahead, he sees two possible paths: humans adapting to a world led by advanced AI or integrating more closely with it. Either way, he believes this transformation is coming much sooner than many expect.”
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The tech job market is in its best shape in years. But almost none of the growth is coming from software jobs. There are 281,000+ open roles at tech companies, up 17% from a year ago and 73% from the March 2023 low. But open PM, eng, and design roles grew just 2%. Design (−28%) and UX research (−45%) actually shrank. So where’s the growth coming from? Hardware engineering openings doubled. Business ops added ~4,200 openings. Supply chain is up 63%. Many of the fastest-growing jobs are physical: data center technicians, installers, field service engineers. The AI boom is creating jobs, but mostly in building and running the physical infrastructure (chips, data centers, hardware), not building software. Times, they are a-changin’. Full report:
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What becomes the bottleneck when agents write most of your code? Thirty engineers rebuilt Shopify’s 300+ screen app in Swift and Kotlin in 12 weeks. This meant changing the way we review, compute, merge, and coordinate. Here’s what it took to keep shipping:
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code for review : Prompt : Create a 2D anime short for the web. It must look completely like real Japanese anime, as if it were taken directly from a finished theatrical anime film. This is traditional-looking, hand-drawn 2D anime, not a 3D animation, a moving illustration, or a stylized web graphic. Deliver the final result as a single, self-contained HTML file that plays offline, with a synthesized soundtrack. Use any tools, libraries, references, guides, literally anything etc. Use theatrical mecha and kaiju anime as the art style reference for the design, line work, painted backgrounds, color, and atmosphere. The film is 83 seconds long, in 39 shots. Its characters are a colossal silver archer robot, a fleet of container ships, and a leviathan. No people appear in the film. Use any tools or techniques you want, including 3D, as long as the final result looks 100% like hand-drawn 2D anime. SCENE A blazing sunny day on a coast. A massive armored archer robot, a hundred meters tall, stands in a deep lunge on a headland and draws a bow taller than itself. Close-ups: the hand on the grip, the limb and cable, the foot planted in the surf. Blue energy crawls along the arrow into the chest armor until the arrowhead blazes like crystal. The string snaps forward and a shockwave flattens the sea. The arrow is a harpoon trailing a thin cable. It tears the clouds into two walls above a ship's deck, climbs through the cloud tops, and reaches the edge of space in a blue flash along the planet's limb. Out at sea, container ships cross a colossal shadow. Four humpback whales breach beside a ship, with real arcs and full tail flukes, and dive tail last. From below, shapes move under the bright churning surface. Four whale heads rise from a boiling sea, and a ring of teeth rises around them: they are lures inside a mouth. They drop in and the jaws shut. The leviathan breaches through the fleet in one slow, enormous arc. Its belly slides past the bridge windows. The swell it leaves lifts the ships and stands one on end, spilling containers. Its ridged back and flukes sink into spray fog. High above, the arrow turns over and comes back red-hot through the atmosphere. Below the surface, the leviathan crawls through a luminous canyon on clawed forelimbs and swallows a fleeing whale. A thin streak meets the sea on the horizon and a white plume swells up. The harpoon drives through its back in a blue-white flash, lightning runs along its body, and the barbed tip punches out of its belly into the rock, which bursts apart. The cable stays attached the whole time, rising to the surface. A mountain of water swells from the sea. The dying leviathan erupts, rolls over between the ships and falls, and a wall of water takes the fleet. ANIME QUALITY STANDARD Every frame must look as if it was drawn by professional anime animators and painted by master background artists for a finished theatrical film. Archer: A massive, heavy anime mecha with sculpted overlapping armor plates, panel lines, bolts, markings and a faceted chest reactor that glows blue. Hands really grip the bow and string. The arrow never passes through the armor. Keep it on-model from every angle. Leviathan: Whale-like and colossal, always dwarfing the ships. Rough, dark grey-teal wet hide with barnacles and scars, a pale ribbed throat, a spined back, huge clawed flippers, and a cavernous maw with uneven teeth. A real bending body with weight, never a stiff model hanging on pillars of water. Whales: Real humpback anatomy with tail stock, big notched flukes and long curved flippers rooted in the body. Ships: Detailed container ships with corrugated multicolor containers, lashing bars and a white bridge tower. Line art: Confident, delicate, hand-inked anime line work with subtle variation in thickness and pressure. Coloring: Traditional anime cel coloring with clean color areas, hard-edged cool lavender-blue shadows, crisp highlights, and a bright, high-key, saturated palette. Never gloomy, grey or muddy, even in the darkest moments of the story. Backgrounds: Richly detailed, hand-painted anime backgrounds in a gouache style: towering white cumulus, a cobalt-to-turquoise sea at kilometer scale, a painted coast with a far town, Earth from orbit, a port city from the stratosphere. Underwater: Luminous cyan depth with god rays, a rippling surface seen from below, jagged canyon rock, silt and fish. Bright, not black. Lighting: Summer sun with colorful shadows, and a separate character key light so that nothing sinks into shade. Effects: Bold drawn anime FX on twos and threes. Sharp lightning with a white core, plasma trails, sheets of water pouring off the body, plumes, spray and a wall of water with real mass. Never particle mush or cotton-wool clouds. Animation: Authentic hand-drawn anime timing, with characters on twos, strong key poses, natural holds, and overlapping movement. Huge things move slowly and heavily. Nothing clips, slides or floats. Sound: An original epic score with ominous drones, brass and choir, near silence before the impact, then a colossal hit. Add a recurring whale-song motif, bow creak, charge whine, sonic boom, thunder and the sea, muffled underwater, all timed to the picture. Direction: Cinematic shots, macro close-ups against huge wide shots, thoughtful staging, and pacing that builds from quiet tension to a devastating climax. IT MUST NOT LOOK LIKE - 3D: No plastic materials, CGI shading, visible polygons, game-engine lighting, or computer-perfect perspective. - Blocky "Minecraft" shapes: No plain boxes, empty flat surfaces, or toy-like proportions. Every surface carries design detail. - SVG or vector art: No simple geometric shapes, perfect curves, uniform outlines, flat corporate illustration, or basic gradients. - Web animation: No sliding layers, constant bobbing, floating parts, smooth software easing, or puppet-like joint rotation. - Pasted-on elements: No 2D sprites floating in a 3D scene. - AI art: No warped shapes, melted details, flickering, or changing designs. - Non-anime art: No Western cartoon designs, realistic rendering, soft painterly shading on the characters, or generic digital illustration. - Amateur work: No stiff poses, empty backgrounds, muddy colors, clip art, placeholders, or unfinished details. You are free to change any part of the prompt, if it would result in better results. The result should feel enormous, terrifying and beautiful, a blockbuster in bright anime colors. Before finishing, inspect random frames as still images. If any frame does not look completely like real 2D anime, keep improving it. Do not stop until every frame could pass as a still from a theatrical anime film.
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13 years ago, OKX started as a crypto exchange. Today, we’re building for something much bigger. Crypto changed how value moves. AI will change how financial institutions operate. The internet connects everything. At OKX Now, I shared how we see the next generation of finance: more open, global, 24/7, intelligent, and increasingly onchain. The infrastructure is changing. The products are changing. The users are changing. Our job is simple: keep building ahead of that change. Still learning. Still building. 🚀
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$CHONKETHA has the kind of personality that can turn supporters into creators. Instead of simply reposting the same content, people can put their own spin on the beaver through artwork, edits, jokes and reactions, giving the community a constantly changing feed of ideas. @Chonketha
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