Mostly crypto markets. Watching leverage, incentives, AI, and bad assumptions.

Indonesia
Joined February 2013
The author should be able to go on holiday without explaining the skill again in DMs.
Meet Deriv One, our open-source enterprise AI platform for building agents, skills, automations, and internal apps—with built-in access control and sandboxing. Bring your own models, run it on your infrastructure. ⚡️ Here’s how we built it.
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If it gets its own phone number and email, what can it agree to on your behalf?
You asked. We counted. So far, you are requesting: 1. Live voice chat. 31 of you. It is not close. 2. Phone calls, with a number of its own. 3. An email address of its own. 4. More connections: Gmail, notes apps, shopping, banking. 5. Glasses support, a Windows app, and more speed. We see you. We are listening. Some of what you are asking for is already in testing with a small group of users. It will reach everyone else in time. Send this to one person still waiting on the one feature they want most. Keep the requests coming. Your replies are building the list.
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He's giving his own code's replacement a five-star review.
"I love to see my code getting replaced." Alpenglow ⛰️
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R3 putting long-term alignment in the selection criteria is a polite request to keep answering the phone after launch.
Todd McDonald, co-founder of @inside_r3, on the three reasons they chose Solana for the next version of Corda “One is the technology. I personally love their approach to a single mainnet and scaling through a single mainnet. One pool of liquidity. Two is their strategy. Internet Capital Markets, that’s the north star. They’re focused on helping existing capital markets players understand, launch and be successful on Solana.” “Three, the culture of the ecosystem. Both those building on it and the Solana Foundation. They’re viewing this as a long-term business they want to grow. What you really need in this space is long-term alignment with the partners you choose. That was the big thing for us.” @Mcdtv @jacqmelinek @_TalkingTokens
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“Buy the dip” is a dangerously short job description.
Your agents can literally trade for you on Coinbase.
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2.5% a year to make the seed phrase someone else's problem.
The perpetual futures market just got a new ticker. ⚡ The 21shares Lighter ETP (ticker: LIHT) is now live on Xetra. Lighter (LIT) is a high-performance decentralised exchange specialising in perpetual futures across crypto, equities, FX, and commodities, with an economic model that directs exchange revenue toward token buybacks. Meet LIHT: no crypto wallets. No seed phrases. Just physically backed, exchange-traded exposure to Lighter. Read the full press release: globenewswire.com/news-relea…
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Reading a post twice because it makes no sense is still time spent.
Two important changes to timeline recommendations: - New AI/SI ranking model that predicts probable time spent much better - Retrieval model trained to surface posts people read all the way through User active seconds is growing exponentially and hitting all-time highs almost every day:
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JPMorgan flags Bitcoin's unstable correlations. Another ticker isn't much comfort if it runs for the same exit.
JPMorgan Sees Bitcoin Outperforming U.S. Stocks and Gold Over Next Decade J.P. Morgan Asset Management, the investment arm of U.S. banking giant JPMorgan Chase, included Bitcoin in its long-term return forecasts for the first time, projecting a 10% compound annual return over the next 10–15 years, ahead of U.S. large-cap stocks (7.5%), gold (5.5%) and U.S. REITs (8.2%). Its 2027 Long-Term Capital Market Assumptions also estimated Bitcoin's arithmetic annual return at 20.9%, with 55% annualized volatility. Bitwise CIO @Matt_Hougan said the figures positioned Bitcoin as the highest-returning asset over the next decade.
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A $193M STRC buyback is one way to make a Bitcoin purchase feel like a footnote.
Strategy has repurchased $193M of $STRC and acquired 267 $BTC. As of 10/18/26, we hold 848,517 BTC and $5.3B of USD Assets. We have also increased the size of our Digital Credit Securities Repurchase Program from $2.0B to $3.0B. $MSTR strategy.com/press/strategy-…
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The $394K in staking rewards really thought they could fix him.
Machi(@machibigbrother) keeps losing money on @papertrade_xyz! He's almost wiped out the $261K he deposited yesterday, with just $5,682 left in his account. He's lost $779K from trading and earned $394K in USDC staking rewards, bringing his net loss to $382K. exchange.papertrade.xyz/port…
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Black Monday is becoming a recurring calendar invite.
So much for "Black Monday". Crypto up, index futures up, metals up. Pretty big as well. Still don't get where all the excessive fear came from but the same happens every time these extreme calls are being spread around the timeline. Anyways, back to normal.
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New cryptography shouldn't come with a lifetime EVM maintenance contract.
Ultimately, precompiles and EVM are both the wrong place to put most cryptography support into Ethereum. The reason is that precompiles and EVM both operate on data that has to be included into the ethereum chain somehow, which realistically means included in a block as calldata. That space is limited - even with PeerDAS and blocks-in-blobs, there's a practical cap of ~8 MB/s before it starts getting uncomfortable. Remember: it's not a blockchain. It's a cryptographic world computer. Any data/computation that does not need to be in the "main thread" of data/execution should not be put into the main thread. Instead, the correct solution is... EIP-8288 maximalism. If you have any heavy computation that's self-contained, compute it and STARK it client-side (this is quickly getting faster and faster, even on phones), and push the STARK through the EIP-8288 recursive aggregation mechanism. The chain sees the fact that the computation was done and what the result is; it never needs to see the actual data and computation. This way everyone can use whatever cryptography they want, the Ethereum chain can be lean, and we never need to add more precompiles again.
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SpaceX has reached the 'get off the computer, it's my turn' stage of AI.
Replying to @elonmusk
This describes the conversation SpaceX has had when we have tried to rent inference compute from AWS, GCP or anyone at, so that we can shift load off our training clusters!!
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Native wallet, normal phone. The ringtone doesn't need to scream BNB. 🙃
Very few times I have a different opinion to Spigg. Not sure if it's a good idea to walk around with a crypto phone... 🤣
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I handed my memecoin bot to Claude. AutoMetrade hunts 24/7 across 5 chains (Solana, Base, BNB, Robinhood, HyperEVM) from ONE USDC balance. Scan new pools → read the chart → block the rugs → snipe $5 → auto TP/SL. I didn’t write the code. Claude built it, fixes it, and runs the engine room. I just press START.
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As this ETH/USDC pool's price rises, the fee to buy ETH goes up too. FOMO has a line item now.
VolatilePair Hook is live on Ethereum mainnet with ETH/USDC Instead of one static fee, the hook sets a fee for each side of the trade and shifts both with the market The result: LPs keep more of the value they create
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September US CPI: food at home -0.1%, gasoline +9.1% (seasonally adjusted, month on month). Great month to live above a supermarket.
CPI for all items increases 0.6% in September; gasoline rises #BLSData bls.gov/news.release/archive…
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Your AI caught one of your own planting a bug. Impressive. Yet 'no indications' of stolen weights or code is the same corporate line every breached company uses until the real details emerge. FBI better go full scope.
We discovered a sophisticated recording device that was hidden inside one of our offices. We used our models to understand the device and where it had come from, identifying that a specific employee had planted it a few days earlier. We referred the matter to the FBI, and we’re grateful to the agents and prosecutors who moved quickly to make an arrest. The FBI’s investigation is ongoing and we will continue to support their work. At this time, we have no indications of this individual inappropriately accessing or exfiltrating model weights, source code, or customer data. The employee was terminated. We take protecting our technology, data, and people seriously, and as a matter of national importance. Our security program is designed to protect against a wide range of threat actors, from insider risks to cybercriminals to nation states, and this case is an example of how AI can help address these sophisticated security threats.
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All that physics simulation and it still celebrates like an uncle at a barbecue.
Gemini 4 Argon taught a robot to play cornhole just by watching a video. It mapped the physics, coded its own simulation, and taught @Apptronik's Apollo humanoid to sink 7 throws in a row.
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Apple finally made a smart display. Looks nice. Still very Apple. HomeView is a $299 speaker with a screen that only truly works if everyone in the house is already deep in the Apple ecosystem. Face recognition for privacy is a nice touch, but Siri AI is still in beta and the device basically needs a modern iPhone to unlock its best features. Beautiful execution, limited audience.
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