Building toward the future of work | @evmsystems_ai @quirq_ai | Prev: @gaianet_ai @consensys @jpmorgan
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Joined January 2013
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Anybody want to launch on our @tesoro_updates launchpad that pairs with this 🔥🔥🔥 Have some ideas...
Let me ask you all a question:
Is the supply chain risk...
A.) an AI model that may/likely may not be sending data to a Chinese server
B.) if Deepseek/ China AI is ready to deploy near AGI shennanigans right when Anthropic IPOs, pulling the rug on the AI-entangled US stock market...
The largest disruption in the market or prick to the "bubble" could be what China has no problem giving out for free...
CHINA HAS DIFFERENT KPIs
- North Star: GDP and Yuan... AI space is a write off lol
- US cares a lot about public market, China cares more about saturation % of their tech into daily life and business
- China is positioned to dominate AI supply chain, enable their aligned capital to benefit, and govern energy and production (between energy and robotics industrial complex)
- US is flexing on a $30bn ARR when China is about to open source your tech for all, look like the good guy, create a massive moat back to China production
- Follow the leverage... China is quiet power... go re-read "Art of War" frens
SOMETHING DOESN’T ADD UP IN CHINA RIGHT NOW
China’s economy grew 4.5% in Q3, faster than expected and up from 4.3% in Q2, which was its weakest in over 3 years.
Even after the rebound, 4.5% is the second slowest quarter since 2023.
Industrial production growth increased to 5.5% in September while fixed-asset investment fell 7.2% in the first nine months of 2026.
China just posted a record monthly trade surplus of $133.5 billion.
China’s growth is driven almost entirely by exports, particularly technology goods sold to the rest of the world.
While domestic economy remains weak as the property sector continues to decline and consumer spending remains weak while infrastructure investment falls 4.2%.
China’s stock market has now fallen for 10 straight weeks, its longest losing streak in history.
So the economy is growing, but the market keeps falling.
Strong manufacturing and exports are making China’s overall economic growth look much stronger than the reality on the ground.
And even exports are now under pressure, as trade tensions with the EU keep rising.
China meeting its growth target doesn’t mean its economy is healthy. It means global demand for Chinese goods remains strong while domestic demand continues to struggle.
I think we're going to see a lot more of this over the next few months...
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source!
Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable.
🔗 github.com/deepseek-ai/DeepI…
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I think the bigger move for world is going to be covid-like financial response to businesses and individuals
- UBI based on real world identity
- PPP level financial recovery for verified businesses
Looks a lot like what we were scheming in Ethereum ~2022
👏🏼👏🏼👏🏼
THE BLOCK: JPMorgan has brought its USD-denominated deposit token JPM Coin $JPMD to Ethereum for institutional clients.
Kinexys by JPMorgan told The Block that Ethereum's "established depth of onchain liquidity and tokenized assets" makes it a natural next public blockchain for JPMD, which was first launched last year on Base.
mattwright.eth retweeted
We are moving closer and closer to the financial singularity.
If you're in AI, pivot to agentic tokenized finance.
Rob (@robbieklages) says AI should be moving faster, and that the labs calling for a slowdown want regulatory capture.
He thinks speeding up AI is a question about humanity, not just technology:
"We ought to accelerate the frontier."
"There's a lot of AI slowdown hocus pocus from these labs trying to get regulatory capture."
"If we can move forward at a quicker rate, it will ultimately advance humanity."
"To advance humanity, there's a few frontiers, knowledge being one."
"It's the light encroaching upon the darkness."
So true. RIP to the real homies that got into blockchain for public goods, emerging market banking, decentralizati0o0n... just for the big boys to roll it all up into tradfi
How bad is the market?
You can't even breach +% growth after flying a car - bad... Is everyone just done with this week or what?
Providing updates on our @RobinhoodCrypto chain launchpad, rBTC, and what's going on in the degen markets (aka "trenches") these days!
Ahoy, all pirates! 🏴☠️
@tesoro_updates and @evmpapi will be joining The Aggregated 𝕏 Spaces today! 🎙️
Join the crew as they chat about prediction markets, the upcoming Midterm Elections and what's happening across the seven seas. See you there! 👇🦜
