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This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high. Here's everything that shipped: 📰 Headline News - Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households - @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz - @tryramp opened 24/7 stablecoin accounts and payments settling on Solana 📰 Launches - Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise - @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone - @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana - @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200 - @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more - @dopplerprotocol went live on Solana Mainnet - @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain - @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers - @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens - @altitude introduced Altitude Accounting to automate transaction classification - @Thea_AI launched AI inference routing and settlement on Solana - @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz - @CandyDigital enabled true self-custody for digital collectibles on Solana - @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets - @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns - @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol - @Beezie went live with zero-recycled-slab claw machine collectibles - @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards - @streamflow_fi enabled NFT locking for time-bound collectible custody - @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards - @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets - @flint_trade_ launched streamlined liquidity quoting for Solana market makers - @tapmapfun launched Treasure Hunt for local business check-ins and rewards - @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator - @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders - @magicblock and @SuperteamMY opened applications for their VIP builder program - @fairdotclub partnered with @LaFamilia_so to expand private capital formation 📰 Milestones - Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ - @byreal_io surpassed $4B in total trading volume - @kamino’s OnRe Market passed $200M in total market size - @humafinance PST crossed $200M market cap - @ExponentFinance crossed $120M TVL - @usdgo_official crossed $1B in circulating supply in 5 months - @Beezie reached $2M in total volume across 5965 claw pulls - Solana consumer card top-ups reached a record $94.32M in a single month in Q2 - @fomo logged 17.4K active daily traders executing on Solana If you enjoyed this week’s newsletter, please share it with an RT. Artwork by @Suffoca 🔥

𝗧𝗛𝗜𝗦 𝗜𝗦 𝗠𝗨𝗖𝗛 𝗕𝗜𝗚𝗚𝗘𝗥 𝗧𝗛𝗔𝗡 “𝗧𝗛𝗘 𝗣𝗘𝗡𝗧𝗔𝗚𝗢𝗡 𝗠𝗔𝗬 𝗨𝗦𝗘 𝗔𝗜.” President Donald Trump’s new Executive Order signals a fundamental change in defense acquisition: contractors will increasingly be expected to prove where critical materials, components, equipment, and software originate—through subcontractors and toward the raw-material source. The Pentagon wants to see the defense supply chain, identify where an adversary could interrupt it, and make prohibited foreign sourcing harder to excuse. The order directs the Department of Defense to: • Map designated critical supply chains. • Obtain hierarchical bills of materials showing what is inside a defense product, who supplied it, and where it originated. • Extend visibility beyond prime contractors into lower-tier suppliers. • Identify foreign dependencies, bottlenecks, sole-source suppliers, concentration risks, and single points of failure. • Use AI to analyze acquisition data and expose connections conventional contract reviews may miss. • Accelerate qualification of alternative sources and materials. Beginning January 1, 2027, certain waivers involving covered materials from prohibited sources will become substantially harder to obtain. Contractors seeking waivers may need approved mitigation plans showing how the dependency will be reduced or removed. Fraud, deliberate misrepresentation, or willful failure to implement an approved plan could result in contractual remedies and possible referral to the Attorney General. Restrictions under 10 U.S.C. §4872 concern designated sensitive materials from China, Russia, North Korea, and Iran, including certain specialty metals, rare-earth elements, permanent magnets, and tungsten-related materials. But one distinction matters: 𝗔𝗜 𝗜𝗦 𝗡𝗢𝗧 𝗕𝗘𝗜𝗡𝗚 𝗔𝗨𝗧𝗛𝗢𝗥𝗜𝗭𝗘𝗗 𝗧𝗢 𝗗𝗘𝗖𝗜𝗗𝗘 𝗜𝗡𝗗𝗘𝗣𝗘𝗡𝗗𝗘𝗡𝗧𝗟𝗬 𝗪𝗛𝗜𝗖𝗛 𝗖𝗢𝗠𝗣𝗔𝗡𝗜𝗘𝗦 𝗔𝗥𝗘 𝗧𝗥𝗨𝗦𝗧𝗪𝗢𝗥𝗧𝗛𝗬. AI will help map and analyze supply-chain vulnerabilities. Human officials retain responsibility for waivers, mitigation plans, contracting actions, and enforcement. President Trump and Secretary of Defense Pete Hegseth deserve recognition for this determination to expose hidden dependencies and strengthen the industrial foundation behind the American warfighter. Now comes the decisive test: implementation. AI cannot map what contractors cannot identify, subcontractors will not disclose, or suppliers report inaccurately. 𝗦𝗨𝗣𝗣𝗟𝗬-𝗖𝗛𝗔𝗜𝗡 𝗠𝗔𝗣𝗣𝗜𝗡𝗚 𝗜𝗦 𝗡𝗢𝗧 𝗔𝗗𝗠𝗜𝗡𝗜𝗦𝗧𝗥𝗔𝗧𝗜𝗩𝗘 𝗖𝗢𝗠𝗣𝗟𝗜𝗔𝗡𝗖𝗘. 𝗜𝗧 𝗜𝗦 𝗔 𝗧𝗘𝗦𝗧 𝗢𝗙 𝗪𝗛𝗘𝗧𝗛𝗘𝗥 𝗧𝗛𝗘 𝗦𝗬𝗦𝗧𝗘𝗠 𝗕𝗘𝗛𝗜𝗡𝗗 𝗧𝗛𝗘 𝗪𝗔𝗥𝗙𝗜𝗚𝗛𝗧𝗘𝗥 𝗖𝗔𝗡 𝗦𝗨𝗥𝗩𝗜𝗩𝗘 𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗪𝗜𝗧𝗛 𝗪𝗔𝗥. “Don’t sell me hype and call it readiness. Prove it before you put a soldier’s life behind it.” — Linda Restrepo Editor-in-Chief, N360™ — Sovereign Intelligence & National Security Technologies #DefenseSupplyChain# #ArtificialIntelligence# #DefenseIndustrialBase# #NationalSecurity# #MilitaryReadiness#

Since the start of the year, @OpenCode (YC W21) — an open source alternative to Claude Code and Codex that works with any model — exploded to 4.6 million weekly active users, 13 million monthly actives, and roughly $40M in annualized revenue. In this episode of The Lightcone, @harjtaggar, @snowmaker, and @sdianahu talk with Jay V (@jayair), OpenCode’s CEO, about what’s driving this wild growth, the Anthropic clampdown that inadvertently fueled it, and the almost 20 year founder journey that led him here. 00:44 — OpenCode’s Explosive Growth 01:16 — 20x Growth, 13M Users, and 7 Trillion Tokens 03:39 — The Anthropic Controversy That Changed Everything 05:43 — Bringing AI Coding Agents to the World 06:39 — When Open Source Models Became Good Enough 08:56 — What Millions of Developers Are Actually Using 13:31 — Why OpenCode Is Huge Outside the US 15:27 — Why Fortune 500 Companies Choose OpenCode 16:36 — The Economics of AI Tokens 20:02 — How Enterprises Are Using Coding Agents 22:58 — AI’s New Unit Economics 24:56 — Why Model Choice Matters 29:55 — The Product Decisions Behind OpenCode 34:21 — A 16-Year Overnight Success 41:16 — Why Jay Never Gave Up

分享一个增长小技巧：品牌词截流。 假设你发现一个产品已经做起来了，而且每天都有人主动搜索它的品牌名，这时候可以看看： 它的其他域名后缀有没有被注册，比如主站用了 .com，那 .io、.ai、.co 是否还空着。 有人会注册同名的其他后缀，做一个相近品类的产品，然后围绕这个品牌词做 SEO： ·域名里包含品牌词 ·网页标题覆盖品牌词 ·产品定位和原产品接近 ·持续优化内容、外链和点击率 这样用户搜索原品牌时，它也有机会出现在搜索结果前几名，相当于直接承接了一部分已经被市场教育过的精准流量。 这类玩法通常叫竞品品牌词 SEO、同名域名截流，做得比较激进的也会被称为品牌劫持。 它背后的思路其实很通用： 与其从零创造搜索需求，不如找到已经有搜索量、但搜索结果还没有被完全占满的关键词，然后做一个能够承接需求的产品或页面。 当然，不建议直接冒充别人。涉及商标、页面高度模仿或者故意让用户产生混淆，可能面临投诉、域名仲裁甚至法律风险。 更稳妥的做法，是研究竞品相关的长尾词、替代词和对比词，比如： ·某产品 alternative ·某产品 vs 你的产品 ·某产品平替 ·某产品怎么用 适合某类人群的某产品替代方案 本质上都是同一个增长逻辑：找到别人已经验证过的需求，再用 SEO 精准承接流量。

But here we get to the thing that will confound looking at human and machine as separate units: the possibility of deeper and deeper integration between human and machine. This is the strand of technology that includes: computers being able to work much more symbiotically with us, picking up on all kinds of conscious and sub-conscious signals we release as an interface, brain-computer interfaces, computer-assisted telepathy that helps multiple people better understand each other and work together. The ultimate end is erasing the binary divide between human and machine and opening up any position on that spectrum. On one end, you sitting at a laptop terminal; on the other end, mind uploading, and also everything in between. The hope is that deeply integrated human + machine will outperform separated human + machine, and that this will remain the case all the way up to the technological ceiling. This is the best "far-future AI outcome that I actually like" that I can come up with: * We preserve global political and economic pluralism (no single company or government dominates) all the way up to the technological ceiling. * We humans each get the ability to either take technological upgrades to ourselves, and explore the universe at a level competitive with "pure" machines, or stay as we are, and get some ability to act in the world through having a bot listen to our instructions. * Most of Earth will probably become a highly-regulated nature preserve where anyone can continue living the kind of life they have now (without the pains and annoyances; most challenge will be healthy "good challenge"), and if you want to do more crazy things, you go to space. Make no mistake - this is a ride through a narrow corridor. Things could go off the rails in one of several different ways: AI-on-its-own could get too powerful relative to the alternatives; one country or one company could gain decisive advantage and decide to lock it in permanently, powerful technological ways of destroying each other could cause incalculable harm, or the human + machine integration approach itself ends up preserving not enough of our humanity, and so it ends up being "just another way to make powerful bots". For these reasons, I wish that we can ride through the narrow corridor at 60 kph and not 200 kph, which is why I feel warmly toward "slowdown" / "pause" proposals (including "give us a chance to hit the brakes" ideas like mutually assured compute destruction (as in AI 2040, also previously Dan Hendrycks, and others)). My ideal world is actually one where (i) open weights wins, and (ii) Dean Ball turns out to be completely right that open weights is decelerationist because it deters capex in frontier models [though it will enable more capex in peripherals and applications], because then we get slowdown without any of the downsides of doing it through heavier-handed political means. But also I don't think we should count on the world to naturally give us "convenient" laws of economics and physics. We do have some degree of agency over the laws of politics, plenty of ways to change incentives without putting a king in charge, and we should exercise that.