CardaFlow @Carda_Flow

morningstar.com/news/marketwat…

U.S. interest payments have surpassed defense spending for the 3rd year in a row… Only one remedy…. Double defense spendings (thanks to US special operation in Middle East) Brilliant Donny!

Today, we formally notified the entities that we will be stepping down from our duties as a member of the Pentad. We want to thank the members for their shared commitment to Cardano throughout our time working alongside them. Our immediate priority is the @secondfiapp recovery process, and we are concentrating our resources where they are needed most. We believe this is the right decision for our users and for the ecosystem, and it reflects the standard of accountability we hold ourselves to as a founding entity of Cardano. As stated by SecondFi, quarantine mode is being enabled this week, letting users check if a wallet address appears in preliminary incident data and submit a support ticket. Our intention is that next week, the secure wallet export will be deployed to help affected users safely move assets to a new wallet. On asset recovery, we continue to make progress with the recovery tool, initiated through a portal, that keeps users in control while protecting their information

@BitcoinNews wolfstreet.com/2026/07/04/six…

Leftist conspiracy ? cnbc.com/2026/07/03/ext…

🚨 The BIS has just reminded us that AI is probably a major economic revolution but the current investment boom is also starting to become a source of financial fragility. ➡️ We should not confuse AI’s technological potential with the immediate financial profitability of every investment made in the name of AI. AI can generate significant productivity gains but turning these task-level gains into a lasting increase in productivity across the whole economy is much more complicated. Companies need to redesign processes, train teams, integrate tools, adapt systems and rethink business models. Historically, this kind of transformation takes time. 📊 The problem is that the market is already pricing in an almost perfect scenario with rapid adoption, massive productivity gains, high margins and sustained earnings growth. It is possible but not guaranteed. AI may well be a real revolution but that does not mean every investment being made today will be profitable, nor that all current valuations are justified. 📚 The major hyperscalers are investing enormous amounts in data centers, semiconductors, energy, cloud infrastructure and computing power. However, this race is also defensive as everyone is investing aggressively out of fear of missing the wave. Individually, that is rational but collectively it can create overcapacity. A classic pattern in major technological revolutions where a technology can be revolutionary while capital can still be misallocated. ⚠️ The BIS also highlights the opaque financing of the entire AI ecosystem with cross-shareholdings, long-term contracts, data centers built by third parties and leased back to tech giants, private debt, off-balance-sheet commitments, and so on. If the investment cycle slows abruptly, the shock will not only affect a few technology stocks, but it could spread to suppliers, data center developers, utilities, private credit funds and, more broadly, financial conditions. *Link: bis.org/publ/arpdf/ar2…

keyboard_arrow_left Previous keyboard_arrow_right Next

@LaPetiteADA Do sex friends count ?

@ABaradez "Quand on a des alliés comme ça, on a pas besoin d'ennemis"

Iranian officials said they have closed the Strait of Hormuz, citing what they said was the U.S. failure to stop fighting in Lebanon on.wsj.com/4oI20wS

Israeli airstrikes hit a residential building in Lebanon, killing a family of four, hours after a US-Iran truce took effect reut.rs/4eCepxM

@BatCaveNode @libsoftiktok Not really, being State Rep. does not offer the same impunity as POTUS has...

After 5 years, I’ve made the tough decision to shut down the MALU Stake Pool and retire as a DRep. To everyone who supported the pool, or trusted me with their votes - THANK YOU! Together we minted 7419 blocks and supported 30+ ISPOs and projects. It’s been a fun ride and I’m incredibly grateful for the support that came from this community. Please redelegate your ADA asap! Thank you for everything 💙

🇺🇸 The biggest question facing new Fed Chair Kevin Warsh isn’t where rates go next ⚠ ➡ It’s whether AI is a productivity revolution happening now—or a productivity promise that markets are pricing in years too early. The historical parallel is Alan Greenspan in the 1990s: • In 1996, the Fed allowed strong growth to continue as productivity improved. • In 1999, it tightened aggressively as markets overheated. Warsh appears to believe we are in the 1996 scenario: productivity gains from AI will eventually expand supply and ease inflationary pressures. Others argue that because everyone expects AI gains, companies and investors are spending ahead of those benefits, creating demand today while productivity arrives later. In that case, higher rates may still be necessary. The central banking question of this decade may be simple: Is AI already making the economy more productive, or is it simply making everyone spend more in anticipation of future productivity? ➡ That answer could determine the path of interest rates, inflation, and economic growth over the next several years. *WSJ link: wsj.com/economy/centra… For JPM, AI's long-term productivity potential is massive for the coming years ⬇ x.com/MikeZaccardi/s…

Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

3 weeks ago

JPMAM: AI's long-term productivity potential... massive boom 2030 and beyond?

1 20 74 15K 46

🇨🇳 🇺🇸 China may not have won the frontier AI race yet but it is clearly winning the usage, cost, and adoption battles. 📈 On OpenRouter, weekly usage of Chinese AI models has surged since the start of 2026 to the point where it now far exceeds US models on the platform. OpenRouter does not represent the entire AI market, nor the revenues of OpenAI, Anthropic, Google, or Microsoft, but it is a strong signal of developer/API usage meaning an actual form of demand. ➡️ Chinese models do not need to be the best in the world across every benchmark to become dangerous. They mainly need to be good enough, much cheaper, easy to integrate and capable of addressing the majority of use cases. For many companies, the priority isn't necessarily to access the most powerful model but to use a reliable, fast, affordable and scalable one. ⚠️ However, more tokens do not necessarily mean more revenue but this clearly shows that competitive pressure is rising. If Chinese models continue to gain usage, they could put pressure on pricing, margins, and the premium attached to closed US models. For me, the narrative that American models will capture everything is becoming too simplistic. The next phase of AI will obviously be a monetization battle. *FT link: ft.com/content/1d37cc… *Open Router link: openrouter.ai/rankings

keyboard_arrow_left Previous keyboard_arrow_right Next

@Reuters why only china ? why not US ?

LATEST: China set to launch mBridge as a SWIFT alternative. The blockchain-powered network, backed by five central banks, has processed $69 billion to date

keyboard_arrow_left Previous keyboard_arrow_right Next

@StephaneDeo @ABaradez @AlainPitous @GeslinAnthonyG1 never give up

🇨🇳🇺🇸 The most important AI leaderboard today isn't benchmarks. It's adoption. #OpenRouter's rankings show a striking trend: Chinese models are rapidly overtaking US models in real-world developer usage ⚠ Models from DeepSeek, Kimi, MiniMax, GLM, and Qwen now account for a large share of token consumption across the platform. Why? ➡ Because AI is becoming an economics game. For many workloads, DeepSeek delivers strong performance at a fraction of the cost of leading US models. When developers are processing billions of tokens, cost-performance wins. ➡ The AI race is no longer just about who builds the smartest model. It's about who delivers the best value. Right now, DeepSeek looks like one of the biggest winners. *Note: OpenRouter's rankings track real-world usage across millions of developer requests, revealing which models people actually choose in production—not just which models top synthetic tests. *Link: openrouter.ai/rankings

keyboard_arrow_left Previous keyboard_arrow_right Next

Forgotten from headlines, student loans delinquencies may be a canary in the mine, signaling that worse may come on credit cards and auto loans...

The Wall Street Journal @WSJ

a month ago

Millions of borrowers are defaulting on their student loans, and they are nearly 40 years old on average, nearly 2½ years older than the profile of a student-loan defaulter before the pandemic on.wsj.com/3ROWI6r

32 43 91 48K 15

"Huge thanks" 🤡

Bitcoin Magazine @BitcoinMagazine

2 years ago

JUST IN: 🇺🇸 Donald Trump Jr. says "Huge thanks to the incredible crypto community for welcoming our family into this exciting space." "What was once new to us has now become a passion."

390 632 4K 152K 42