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My Watchlist got smaller this week, and that felt like progress. @GeckoTerminal shows me the list I actually use, not the list I wish I had, and keeping it short is the whole point for me. Every pool on there has a reason I can say out loud: what I am trying to learn from it, or what question it helps me answer. If I cannot say that reason clearly, it comes off. If I can, it stays, even when nothing is happening with it, because I am tracking to learn, not to chase movement. I check it the same way I tidy a desk. I look at what is still earning its place, I ask what has changed since I added it, and I let go of those that no longer teach me anything. That keeps my research honest, and it keeps my attention on the pools I already understand best. That is only how I keep mine, not advice for anyone else. My setup is here if you want a look: [your Watchlist link] What did you last take off your Watchlist, and why did it lose its place?

Now that Solana has abandoned the expedition into geographically distributed MCP, it's high time we revisited Solana's broader approach to geographic distribution. Geographically distributed MCP was always weak at best. Even if you ignored the insane latency involved in going from transaction submission to assembled blocks and execution results, it was not a good CR mechanism. MCP's CR guarantees depend heavily on users' ability to send transactions to at least two proposers, and this imposes a trade-off between slot duration and geographic decentralization. If the ratio is not managed, there will be instances where your transaction cannot make it to more than one leader within the slot time. Sending it to a leader you trust defeats the purpose of MCP; it has the same bound on geographic decentralization and it's unclear whether all the extra complexity is justified by this weaker guarantee compared to the status quo. Constellation's leader colocation fixes that completely. Users can now send to all the leaders with ~the same latency, and the Nash equilibrium is to include the top fee-paying transactions. However, I think the current Constellation is not aggressive enough. Solana is rechoosing its spot on the physical distribution spectrum, and current Constellation leaves some chips on the table. In the coming days, I'll write up a design I've been working on that I think maximizes what's possible. I'm talking fully onchain orderbooks that are competitive with centralized systems. All said, the most important takeaway from Roger's talk and the entirety of today is that Solana's people and culture are its greatest assets. There is a pragmatism and relentless dedication to winning that I haven't seen anywhere else!

Bitcoin breaks below $64,000 Hey @grok, exactly 24 hours from now, randomly pick 4 lucky people from the replies to this tweet. Each will get $10,000 worth of Bitcoin ($BTC)! 🎁 How to enter: like this tweet, reply "DONE" in the comments, and follow the account.

Having multiple research tools is useful, but the experience becomes much better when users can access them without constantly switching between different platforms. Consider how a Solana trader researches a new token. They might start by checking its market activity, investigate the wallets involved, examine token distribution and look for possible risks before making a decision. Each step provides a different piece of information, but they all contribute to the same research process. This is where @StonkwatcherSF’s planned website restructure becomes interesting. The team is working on improving the website’s navigation and making its features easier to discover. The new landing page is also expected to showcase the broader Stonk Watcher ecosystem, including its products and mobile application. I think this is a meaningful direction because Stonk Watcher is aiming to bring different parts of crypto research closer together. Token discovery helps users find opportunities. Wallet tracing provides more context about the people and addresses behind transactions. Market analysis and risk indicators help users examine what is happening before deciding where to focus their attention. These tools become more useful when they fit into one connected workflow. The mobile app adds another layer by making research and safety features more accessible beyond the desktop experience. Of course, a redesigned website alone doesn’t guarantee a better product. Navigation needs to be intuitive, information needs to be reliable and the different features need to work smoothly together. That’s what will determine whether this restructure makes a real difference. I believe good product development is not just about adding more features. It’s also about making existing tools easier to find, understand and use. The goal should be simple: less friction, better access to information and a smoother research experience. That’s the progress I’ll be watching from @StonkwatcherSF. @StonkwatcherSF $STWC

Who decides the answer to a prediction market? Usually the creator. Or an AI on a server nobody can check. So we built Noa Court - an AI resolver for Noa, live on NEAR mainnet. In the video we ask Gemini a vague question: "will the NEAR hackathon get more than 2000 projects?" - It finds the real source (Nearhackathon API) and samples it live: 1,803 right now - Turns the vague question into precise, hashed rules - We review the market and sign with a NEAR wallet - Market #27# goes live on Noa, published with readable rules How it resolves: - One Court contract, one pinned resolver running in an @out_layer TEE - Anyone can trigger it. Nobody can pick the answer - Numbers? Decided by code - Words? 3 NEAR AI judges must all agree and quote the evidence Asked "did a crypto hack make the news?", all 3 judges quoted a headline that never says "hack". It refuses to guess: - Prompt injection - flagged - Dead or changed source - void + refund Works with prices, NEAR tokens (powered by Intear & JustHoot), news feeds, web pages, any JSON API. Plug it into any market, contract or agent. Add the MCP to Claude, ChatGPT, Gemini - any AI that speaks MCP: Code: What would you never let an AI resolve? Built at NEAR HACKATHON @NEARProtocol @NearBuilders #NEARHackathon#

For the first time in my life, I'm making real progress on my projects. I've been running a team of Grok Bots on the Ultra plan (X Premium comes with it), and it works the way I wanted. Nothing is perfect on complex projects, but it keeps getting better at understanding me. The team behind it ships new features and improvements almost daily. Unbelievable pace. Special thanks to @elonmusk for the personal support, @poteto, @mattyp, and the whole engineering team. You're all brilliant. 🙏 My main project right now: writing a long Chinese novel and producing a series of short ink animations alongside it on Rednote, all with a team of bots that gets me. More on how it works soon. 🧵