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🖤 KAREN 入場！ 鋭いデジタルビートが地下空間に鳴り響く。 その奥―― ゆっくりと姿を現したのはKAREN。 白と黒の競泳水着スタイル。 無駄を削ぎ落としたシルエットが、しなやかで鋭い身体能力を際立たせる。 堂々とした歩み。 視線は一直線にリング中央へ。 先に入場していた同じ団体YUGFの先輩であるYURINAを見つめ、KARENは口元をわずかに吊り上げる。 挑発的な笑み。 そのままプールへ足を踏み入れると、 ぬめる水面を確かめるように一歩ずつ前進。 だが動きに迷いはない。 むしろ、この特殊リングすら楽しんでいる。 中央で立ち止まり、 YURINAと真正面から睨み合う。 静かだが、火花が散る。 観客の歓声。 張り詰める空気。 すべてが、この一戦の危険さを物語っていた。 ♥ KAREN―― 戦闘モード、完全起動。 🔥 This movie is AI documentary ,healthy sports entertainment, Before the pro wrestling match serious entrance scene & 100% fictional #SFW# #Fictional# #digitalart#

Had to go see Project Hail Mary right away (it's based on the book of Andy Weir, of also The Martian fame). Both very pleased and relieved to say that 1) the movie sticks very close to the book in both content and tone and 2) is really well executed. The book is one of my favorites when it comes to alien portrayals because a lot of thought was clearly given to the scientific details of an alternate biochemistry, evolutionary history, sensorium, psychology, language, tech tree, etc. It's different enough that it is highly creative and plausible, but also similar enough that you get a compelling story and one of the best bromances in fiction. Not to mention the other (single-cellular) aliens. I can count fictional portrayals of aliens of this depth on one hand. A lot of these aspects are briefly featured - if you read the book you'll spot them but if you haven't, the movie can't spend the time to do them justice. I'll say that the movie inches a little too much into the superhero movie tropes with the pacing, the quips, the Bathos and such for my taste, and we get a little bit less the grand of Interstellar and a little bit less of the science of The Martian, but I think it's ok considering the tone of the original content. And it does really well where it counts - on Rocky and the bromance. Thank you to the film crew for the gem!

U.S. Delegation in China is under strict “digital lockdown" 🇺🇸🇨🇳 The entire U.S. delegation, led by President Trump, has left their personal smartphones, laptops, and tablets at home. Instead, officials, aides, and Secret Service personnel are using specially issued “clean” or burner devices with heavily restricted functionality and limited data access. U.S. federal guidelines strictly prohibit plugging any equipment into unknown USB ports or local charging stations due to the high risk of malware or data theft. Only verified government chargers and power banks are permitted. American officials are operating on the assumption that every Wi-Fi network and electronic device in China is potentially compromised. These extreme digital hygiene measures apply not only to government officials but also to the CEOs of major American corporations accompanying Trump. China’s embassy spokesman Liu Pengyu has rejected all accusations of cyber espionage.

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

Our AI infrastructure releases have focused on exposing wallet, exchange and onchain functionality through agent-compatible interfaces. Our repositories now include, 1. Agentic Wallet with TEE-secured signing 2. MCP integrations for AI-native workflows 3. CLI + Skills tooling via Onchain OS 4. Agent Trade Kit components for trading automation 5. Transaction simulation and risk grading before execution 6. Multi-chain support across Ethereum, Solana, X Layer and others 7. x402-compatible payment tooling 8. DEX routing, wallet operations and transaction broadcasting APIs The current architecture exposes these capabilities through, MCP servers, CLI tooling, Open APIs and installable Skills repositories This is the vision set by Star to develop AI infrastructure while preserving execution controls around signing, permissions and transaction risk. There is more coming in the near future.

There will be no AI jobpocalypse. The story that AI will lead to massive unemployment is stoking unnecessary fear. AI — like any other technology — does affect jobs, but telling overblown stories of large-scale unemployment is irresponsible and damaging. Let’s put a stop to it. I’ve expressed skepticism about the jobpocalypse in previous posts. I’m glad to see that the popular press is now pushing back on this narrative. The image below features some recent headlines. Software engineering is the sector most affected by AI tools, as coding agents race ahead. Yet hiring of software engineers remains strong! So while there are examples of AI taking away jobs, the trends strongly suggest the net job creation is vastly greater than the job destruction — just like earlier waves of technology. Further, despite all the exciting progress in AI, the U.S. unemployment rate remains a healthy 4.3%. Why is the AI jobpocalypse narrative so popular? For one thing, frontier AI labs have a strong incentive to tell stories that make AI technology sound more powerful. At their most extreme, they promote science-fiction scenarios of AI “taking over” and causing human extinction. If a technology can replace many employees, surely that technology must be very valuable! Also, a lot of SaaS software companies charge around $100-$1000 per user/year. But if an AI company can replace an employee who makes $100,000 — or make them 50% more productive — then charging even $10,000 starts to look reasonable. By anchoring not to typical SaaS prices but to salaries of employees, AI companies can charge a lot more. Additionally, businesses have a strong incentive to talk about layoffs as if they were caused by AI. After all, talking about how they’re using AI to be far more productive with fewer staff makes them look smart. This is a better message than admitting they overhired during the pandemic when capital was abundant due to low interest rates and a massive government financial stimulus. To be clear, I recognize that AI is causing a lot of people’s work to change. This is hard. This is stressful. (And to some, it can be fun.) I empathize with everyone affected. At the same time, this is very different from predicting a collapse of the job market. Societies are capable of telling themselves stories for years that have little basis in reality and lead to poor society-wide decision making. For example, fears over nuclear plant safety led to under-investment in nuclear power. Fears of the “population bomb” in the 1960s led countries to implement harsh policies to reduce their populations. And worries about dietary fat led governments to promote unhealthy high-sugar diets for decades. Now that mainstream media is openly skeptical about the jobpocalypse, I hope these stories will start to lose their teeth (much like fears of AI-driven human extinction have). Contrary to the predictions of an AI jobpocalypse, I predict the opposite: There will be an AI jobapalooza! AI will lead to a lot more good AI engineering jobs, and I’m also optimistic about the future of the overall job market. What AI engineers do will be different from traditional software engineering, and many of these jobs will be in businesses other than traditional large employers of developers. In non-AI roles, too, the skills needed will change because of AI. That makes this a good time to encourage more people to become proficient in AI, and make sure they’re ready for the different but plentiful jobs of the future! [Original text in The Batch newsletter.]

"Disparate Impact," the legal doctrine that stipulates outcomes between blacks and whites must be the same, was codified into law by the 1991 Civil Rights Act. That doctrine has destroyed the schools and the colleges and the police. It very nearly destroyed financial system when mortgages were awarded on the basis of racial quotas. And, as of this writing, it remains the operating doctrine of every major public American institution. It has not been repealed. It has been mildly rolled back in some domains — the Supreme Court ruling in SFFA, the state DEI rollbacks in Texas and Florida, the Trump administration’s executive orders — but it has not been uprooted. The people who believe in "equity" still staff HR departments, admissions offices, the civil-rights divisions of the federal agencies and the editorial boards of what used to be the newspapers of record. They will not go quietly. They cannot. Their entire professional identity is built on a doctrine that, if honestly examined, would be repudiated as nothing more than racial Marxism. So they will fight — inside the universities, inside the corporations, inside the courts, inside the federal bureaucracy, inside the cities they still run — for every inch of the ground the doctrine has captured. And the fight they will put up is one of the things that makes the coming Fourth Turning particularly dangerous. A Fourth Turning in which the political class is honest about what it has done — as FDR was honest about abandoning the gold standard, as Hamilton was honest about paying the state debts — can be resolved relatively quickly. A Fourth Turning in which the political class refuses to admit what caused the crisis and continues to fight for it is what leads to violence. Like during the Civil War of 1861-1865. And, sadly, I believe it will, once again, lead us into the equivalent of a race-based, low-level civil war. Why? Because there is no reform that fixes this. There is no tax increase that reverses disparate-impact jurisprudence. There is no interest-rate cut that restores public safety to Baltimore. There is no stimulus that teaches an Oregon high-school graduate to read. There is no political candidate who can, within the current legal and regulatory framework, restore the premise that individuals are to be judged as individuals and that the standards by which a society measures achievement are not themselves to be abandoned whenever they produce a disparity. The false doctrine, that individuals are not equal under the law because some people are functionally different than others, is embedded in statute. It is embedded in case law. It is embedded in the professional identity of three generations of administrators. It will not be uprooted by ordinary political means. It will be uprooted, if it is uprooted at all, by the same process that has uprooted every other entrenched false political doctrine in American history — by a Fourth Turning severe enough to make the doctrine’s defenders surrender ground they would never have surrendered in ordinary politics. And thus, you must be ready for what will come next. You cannot, by yourself, fix American public schools. But you can choose your children’s schools. You can homeschool them. You can place them in classical academies or Catholic schools or the small number of charter schools that have kept the older standards. You cannot, by yourself, fix the violence and mayhem in our cities. But you can own productive land. You can own real assets, directly, that will survive what's coming. You cannot, by yourself, fix the police. But you can choose where you live, you can choose whom you associate with, and you can prepare your family to defend itself and to help defend your neighbors. And you cannot, by yourself, fix the disparate-impact doctrine. But you can see it for what it is. You can teach your children to see it. You can refuse to participate in its rituals. You can decline to sign its loyalty oaths. You can, and this is perhaps the most important thing, tell the truth about it in public, in your own voice. How? By using the words it refuses to accept. “Marxism” is one of those words. “Per capita” is another – some groups are prone to violence, prone to ignorance, prone to abandoning their families. Pointing this out isn’t “racist.” It is identifying serious social problems that must be addressed and that cannot fixed by waving the magic wand of "disparate impact" or by an HR rule. "Responsibility” is a third. The entire racist agenda today is based on the idea that people can’t be responsible for their own lives because of racial oppression that ended more than three generations ago. The antidote to these lies is speaking the truth. Use these words. Do not flinch when the doctrine’s defenders accuse you of racism or bigotry. They are not interested in your character. They are interested in your silence. The doctrine has only ever had one real enemy, and it is not a political party or a candidate or a court. Its enemy is the plain speech of a free people. When free people describe what the doctrine has done — when they name it, in the ordinary language of their communities — the doctrine loses its power. Because its power was never in its arguments. Its power was in its capacity to intimidate people out of naming it. So, name it. That is the first political act of a Fourth Turning. Everything else that the country needs to do to get through the next decade — the monetary reset, the fiscal consolidation, the restoration of discipline in the schools, the re-policing of the cities, the rebuilding of standards across the institutions — depends on millions of ordinary Americans recovering the courage to call the thing by its true name. The true name is Marxism. The American form of it is disparate impact. Its consequence, measurable in the statistics of forty years, is the ruin of American institutions. The doctrine can be defeated. It has been defeated once before — in the Soviet Union, which built a more ambitious form of it at greater cost and collapsed under the weight of the contradictions it could not resolve. Ours is smaller and more refined and better camouflaged, but it is the same doctrine, and in the end it will collapse because of the same contradictions. The only question — the only question that matters, now — is whether we can name the doctrine and defeat it at the ballot box and in the courts and in the schools, or whether we will have to suffer a violent collapse of society. However it resolves, you must survive. The rest of this book is dedicated to helping you and your family survive whatever comes next.

I’ve seen some confusion about USDM supply, which is dropping on many dashboards. TLDR; this is healthy for a new ecosystem right now. But the explanation is long (although not complex): We always talk about “money” as if that’s a simple definition but economists have multiple definitions, each measuring a different set of assets considered part of the money supply. You may have heard terms like M1 money supply or M3 money supply if you read financial news a lot or took economics in school. At the bottom of the stack, the narrowest definition is M0 (which stablecoin issuer @m0 takes its name from). This is physical currency + your banks’ balance at the central bank. ⬆️ This is what most dashboards will show you for a stablecoin’s supply, because it’s relatively easy to count. Just add up the tokens, and of course central banks aren’t generally holding untokenized balances at Circle or Tether or Paxos. While this is a useful number, it excludes most of what we would in everyday usage call “money”. M1 is the next layer in the money stack, and includes M0 + demand deposits. When you say you have $500 in your checking account, you’re including M1 in your definition of money. ⬆️ This is where a deposit into @aave, @Morpho, or other short-term markets sits in the money stack. Quickly going through the other layers for your own curiosity: M2 = M1 + savings accounts + money market funds M3 = M2 + time deposits + repo agreements + short-term debt (usually up to 2 years) As of today, the M1 supply of USDM > M0 supply. Generally this is always the case with any currency, since it is what happens when fractional reserve lending, like on Aave, Morpho, Euler, Compound, or a traditional bank occurs. In the case of USDM, the M0 supply has shrunk while M1 has continued to grow. And remember that M1 cannot unwind without M0 (but can persist without it as long as the debt is healthy). This is due to a cross-chain carry trade. USDM has become a more attractive funding currency than USDC, and debt is being refinanced. This should be good news to those worried about USDM demand being purely for looping on the MegaETH Aave - it’s a second use case. Because Aave rates rise as utilization increases, at some point USDM will cease to be a good funding currency, and we’ll be at an equilibrium. This is growing pain of a healthy path for a new stablecoin (what’s the alternative, that no one wants to even borrow it?) - and is mostly a function of concentration on the Aave market. As USDM is accepted into other apps and another lender or three steps in for a piece of the market, I would anticipate less volatility in M0 supply of USDM, while M1 continues to grow at a more sustainable pace.

Noland Arbaugh’s life has been completely transformed “I can control a computer with my thoughts” As the first human to receive a Neuralink brain implant, the man who was once paralyzed after a diving accident is now: • Playing video games for hours using only his mind • Earning a 4.0 GPA while studying neuroscience in college • Running his own business • Building a thriving speaking career with paid keynotes and global appearances He’s traveling the world, inspiring audiences, and even writing a book - all powered by a brain chip What used to be science fiction is now reality Neuralink is not just restoring lost abilities - it’s unlocking the next chapter of human potential

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