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DeSci: funding, governance, incentives An overview of how on-chain coordination can support peer review, reproducibility, and shared ownership of research outputs. Read more 👇

La CEO de AMD, Lisa Su, acaba de acabar con la caja de IA de $4,000 de Nvidia con una lonchera de $1,499. Subió al escenario, la sostuvo en una mano y ejecutó en vivo un modelo de 235 mil millones de parámetros. Sin centro de datos. Sin nube. Sin GPU alquilada. El chip en su interior es algo que nadie vio venir. El Ryzen AI Max+ 395 de AMD es el primer silicio x86 donde la CPU y la GPU comparten los mismos 128 GB de memoria. Ese solo truco permite que un escritorio ejecute modelos que antes necesitaban un rack de servidores. De esos 128 GB, Linux le da al GPU 110 GB para jugar. Para contextualizar, una RTX 5090 te da 32 GB. Una 4090 te da 24. Esta caja te da más del triple que cualquiera de ellas, en un chasis del tamaño de un libro de bolsillo grueso. El benchmark que rompió la sala: este chip superó a una Nvidia RTX 5080 por más de 3x en inferencia de DeepSeek R1. Una lonchera de $1,499 superando a una tarjeta gráfica discreta de $1,000 en una carga de trabajo real de IA. Nvidia pasó una década convenciendo al mundo de que necesitabas su hardware para IA seria. AMD acaba de poner eso en un escritorio por la mitad del precio. Aquí está lo que nadie te está diciendo. Un usuario intensivo de IA ahora paga $200 por Claude Code Max, $200 por ChatGPT Pro, $20 por Cursor, $20 por Gemini. Eso son $5,280 al año saliendo de tu cuenta. La caja se paga sola en 9 meses y luego corre gratis por el resto de su vida. Instala Ollama. Descarga Qwen3 235B. Apunta Claude Code a localhost. La misma interfaz que ya usas, excepto que ahora nada sale de tu máquina, nada cuesta por solicitud y ninguna empresa limita tu uso a las 3 de la mañana cuando por fin tienes tiempo para construir. Este es el momento en que todas las suscripciones de IA se vuelven opcionales. Los abogados dejan de temer fugas de OpenAI. Los desarrolladores dejan de mirar el medidor de tokens. Los fundadores dejan de alquilar H100s para prototipos que nunca se envían porque la factura los asustó. Las primeras mil personas en descifrar esto poseerán los próximos dos años de consultoría de IA privada.

Monstruo real o CGI? El perturbador video del "cocodrilo gigante" rescatado con una garra mecánica ​Un video está rompiendo el internet y dejando a millones con la boca abierta. En las imágenes se observa lo que parece ser un canal urbano subterráneo, donde un carrito de supermercado flota en el agua turbia. Pero lo que realmente ha desatado el pánico (y el escepticismo) es la silueta de una criatura colosal, con un lomo escamoso y prehistórico que recuerda a un caimán de proporciones mitológicas. ​El clímax del video llega cuando una enorme garra mecánica industrial desciende desde la superficie, se sumerge en el agua y sujeta al gigantesco espécimen por el torso, levantándolo con sorprendente facilidad mientras la criatura sacude sus patas.

La CEO de AMD, Lisa Su, acaba de acabar con la caja de IA de $4,000 de Nvidia con una lonchera de $1,499. Subió al escenario, la sostuvo en una mano y ejecutó en vivo un modelo de 235 mil millones de parámetros. Sin centro de datos. Sin nube. Sin GPU alquilada. El chip en su interior es algo que nadie vio venir. El Ryzen AI Max+ 395 de AMD es el primer silicio x86 donde la CPU y la GPU comparten los mismos 128 GB de memoria. Ese solo truco permite que un escritorio ejecute modelos que antes necesitaban un rack de servidores. De esos 128 GB, Linux le da al GPU 110 GB para jugar. Para contextualizar, una RTX 5090 te da 32 GB. Una 4090 te da 24. Esta caja te da más del triple que cualquiera de ellas, en un chasis del tamaño de un libro de bolsillo grueso. El benchmark que rompió la sala: este chip superó a una Nvidia RTX 5080 por más de 3x en inferencia de DeepSeek R1. Una lonchera de $1,499 superando a una tarjeta gráfica discreta de $1,000 en una carga de trabajo real de IA. Nvidia pasó una década convenciendo al mundo de que necesitabas su hardware para IA seria. AMD acaba de poner eso en un escritorio por la mitad del precio. Aquí está lo que nadie te está diciendo. Un usuario intensivo de IA ahora paga $200 por Claude Code Max, $200 por ChatGPT Pro, $20 por Cursor, $20 por Gemini. Eso son $5,280 al año saliendo de tu cuenta. La caja se paga sola en 9 meses y luego corre gratis por el resto de su vida. Instala Ollama. Descarga Qwen3 235B. Apunta Claude Code a localhost. La misma interfaz que ya usas, excepto que ahora nada sale de tu máquina, nada cuesta por solicitud y ninguna empresa limita tu uso a las 3 de la mañana cuando por fin tienes tiempo para construir. Este es el momento en que todas las suscripciones de IA se vuelven opcionales. Los abogados dejan de temer fugas de OpenAI. Los desarrolladores dejan de mirar el medidor de tokens. Los fundadores dejan de alquilar H100s para prototipos que nunca se envían porque la factura los asustó. Las primeras mil personas en descifrar esto poseerán los próximos dos años de consultoría de IA privada.

$Bio 这个币庄很强啊 韩国棒子还是猛， 韩国那边 #Desci# 很火🔥 我周三Call的大家，但我只上了底仓，没想到这么快，昨晚又补了10000U 我们几个研究员最近研究Desci早期项目 可以关注➕ @AlphaMoonDao @zouajie59995 @xiao_yi24405 @jn121314

X AI ALGORITHM UPDATE (BIG ONE) 🚨 X updated their open source algorithm yesterday and the biggest number in it is gone: copy link went from 20 to 0 points. Small accounts should focus on: posts people like, reply to and stay on (so stop counting on link copies) tl;dr: - on Nov 13 X's open source code set the score for copying a post's link to 0 - copy link: 20 → 0 - it was the top score in the whole system, 4x a reply - the code also names a "copy link bait" spam check - likes (0.708), replies (5) and DM shares (5) didn't move full details: - The number that's gone Since I started reading X's open source code in August, one number sat at the top: 20, for someone tapping share and copying your post's link. Nothing else came close. As of the Nov 13 release, it's 0. X still guesses who'll copy your link. It just multiplies that guess by 0 now. X didn't explain it. It's just what the code says. (I check the open source algo daily with Claude and share updates with you) - Cross it off your list My own checklist called copy link the biggest number. Last week's post said it too. It was true then. It isn't now. If you saved that list, cross that line out. - The "copy link bait" check X's code now mentions a spam check called "copy link bait". In the code it adds a spam label to the post, and that label already keeps a post out of strangers' feeds. It only shows up in a test, so I can't see if it's running or how strict it is. My read: X saw people baiting link copies, so it turned the score off and built something to catch the bait. That's a read, the code doesn't say why. - Why that matters if you're small If your plan was posts people copy the link to, that plan now earns 0 in X's ranking. A copied link can still bring people in from outside X. It just doesn't push your post up anymore. What still pays: likes at 0.708 (the highest ever), people staying on your post, replies at 5 and back and forth with mutuals at 20. - Also new: photo and video tags If a post has a spam label, people you tag in its photo or video who don't follow you won't get notified. Same idea as last week's rule for replies. - What didn't change Every other score. Your new posts still get their extra push in the first 2 hours and first 200 views, and early likes still pick which one gets it. Here's a recap of what you should be doing: - aim for likes, replies and time spent, the copy link score is gone - a DM share still earns 5, same as a reply or a quote - likes sit at 0.708, never higher - time on your post keeps counting at its best rate yet - 10+ seconds after someone taps in adds 0.385 - write your replies yourself, under big accounts most of all - give people a reason to hang around your profile - in videos the opening seconds carry it, an open alone scores 0 - posts read to the end help X find you strangers - smaller accounts (below 50K) get a shot at a spot near 16 for a fresh original - early likes decide which new post gets that spot - post when your followers are awake, the push lasts 2 hours and 200 views - mutuals going back and forth earn 20, so follow back the regulars - only your originals ever get shown to strangers - like 1 and like 32 each unlock another way to reach strangers - one strong post per feed, your second only counts 62% - clips longer than 10 seconds for the video lists - a post likely to win you a follow gets +4 - give your pinned post a look, it can affect the whole account What you should NOT be doing: - counting on copy link shares, they score 0 now - baiting link copies, the code names a spam check for exactly that - a spam label also stops your photo tags reaching non-followers - AI-written replies under big accounts, "llm slop" is a flag X uses - copy-paste replies, labeled ones skip non-followers' notifications - chasing taps, 0.274 and dropping - drifting off your topic, each probable "not interested" takes 53.07 away - videos people open and leave, the open itself earns 0 - posting at 3am, it wastes the 2 hour push - expecting replies and reposts to reach strangers - an insult label, it hides that post from non-followers - earning a misinfo or low quality label, which adds a warning and locks strangers out of liking or sharing - 3 adult photos or videos among your latest 5 posts, that puts a label on you - forgetting videos get rechecked at 64 and 512 likes - one account label and strangers stop seeing you - pinning a link to a site X rates badly, that can mean a label for a week - posting your own old words again risks the copypasta flag - a low quality link plus tagged strangers reads as spam - bait for engagement, big or small it gets a label - several posts back to back, they split the same feed - hashtag piles, they do nothing - bookmarks for reach, they score 0 - hoping a 3 day old post still lands in For You, it stops at 2 days

🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

一篇论文了解决策模型的训练《Towards Foundation Decision Models: Drex》 决策模型在很多场景比如分类、路由等任务上很有用，没有当时 Jev 刚出来吹的那么神，但是可以落地应用。 和传统的 BERT 比起来就是用 LLM 做backbone，知识容量和能力大幅提升。

一篇论文了解决策模型的训练《Towards Foundation Decision Models: Drex》 决策模型在很多场景比如分类、路由等任务上很有用，没有当时 Jev 刚出来吹的那么神，但是可以落地应用。 和传统的 BERT 比起来就是用 LLM 做backbone，知识容量和能力大幅提升。 话说这个论文的插图，我很怀疑是gpt生成的。