blockhiro @blockhiro
everything is computer blogger @lemniscap prev @theblockco & decision research @uchicago @columbia Joined April 2009-
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btw $HOOD re-pivoting hard into crypto probably a sign we're starting to bottom they timed the pivot to AI well last months, and re-rated from 70s-100 and they chose now to go all in crypto again just as momentum's picking up market rewarding the crypto optionality is constructive wrt sentiment
Robinhood Presents: The World is Flat x.com/i/broadcasts/1…
@bryan_johnson Bryan's posts very clearly pass the AI slop test with the random quadruple spacing after each sentence
Regardless of whether this prediction comes true in the specifics, it’s almost certain that it comes true in the broad sense. DRAM prices are not going to keep going up the way they have without a significant incentive to use it more efficiently. You need to be an extremely firm believer in Jevon’s Paradox as it applies to memory to remain long the OEMs here, otherwise it is essentially a bet that’s short innovation out of necessity.
I'm posting this prediction now so I can quote it later. There has been a significant breakthrough in architecture - specifically around memory efficiency - not by one of the big labs, but by a team that was spun out of OpenAI (not SSI). They will probably announce it soon.
Toto, Japan's luxury toilet maker, has seen its share price 2x YTD 🚽 Their ceramics are used in equipment for memory production.
@ParadisLabs trenches so deep even @aleabitoreddit didn't catch this one
@googledevs After standardizing Discovery comes standardizing Authorization & Payments for those capabilities I call it the DAP framework of the broader Agentic Control Plane: x.com/i/status/20498… Curious to see how ARD will interact with permissions/payment rails!
Agents are part of a massive, interconnected ecosystem. But how do they find and trust each other across different platforms? Today, we’re proud to announce the Agentic Resource Discovery (ARD), an open specification alongside industry partners (including Cisco, Databricks, GitHub, GoDaddy, Hugging Face, Microsoft, NVIDIA, Salesforce, ServiceNow, and Snowflake). ARD gives any agent a secure, decentralized way to discover and verify capabilities (like tools, skills, MCP servers, and other agents) anywhere on the web. Read the full announcement and get started: goo.gle/4a2sTWf
The @Tempo mainnet launched 93 days ago. Quick summary of the current state: • Run rate payment volume is around $3 billion. There's a long way to go, but it's cool to see real usage already emerging. (It took Stripe a lot longer than 93 days to get to $3 billion.) • As a blockchain, we obviously don't know about all the different use-cases. (Please tell us if you're doing something cool with Tempo!) Larger companies using Tempo include @Deel, which is using Tempo to pay out to their vast network of contractors, and @Meta, which is using it via @Link for global payouts. There are a bunch of other large companies working on Tempo integrations that'll be announced soon. • Internally, developing on Tempo has been fun, and Tempo is now Stripe's default blockchain for new features. • On the AI side of things, there appear to be around 1,000 active services selling to agents via the Machine Payments Protocol (@mpp). There's a useful directory of available services at mppscan.com. 570 unique agents, for example, seem to have purchased from @ExaAILabs, and 332 from @openweather. I don't know how long it'll take for this use-case to become big, but it seems all-but inevitable that it will within a few years. • Today, @Stripe, @Visa, and @StanChart are running Tempo validators. Validation will become more decentralized over time. • The Tempo team is building a lot of new protocol functionality. For example, privacy zones, receive policies, and virtual addresses. (Details for all on the Tempo blog: tempo.xyz/blog.) In general, our belief is that there's a lot of functionality to be built at the blockchain level to make higher-level applications easy and performant. The original thesis behind Tempo was that both AI and stablecoins would stretch blockchains in new ways, with need for privacy, fees denominated/payable in stablecoins, batch transactions, microtransactions, faster confirmations, and so forth. Overall, this still seems like the right set of bets, and the agentic stuff is happening somewhat faster than I was expecting. "1M stablecoin TPS, with the vast majority from agents" still seems like the right north star.
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@TXMCtrades @LitecoinTA do you have the cycle charts up as well? am curious to compare
may the gaslight mythos wrapper to do evil things games begin
every day is a good time to rotate from useless coins to useful coins
when there were few coins, they got bid to ridiculous valuations in crypto's pre-pubescent mania now there are a lot of coins but only a few are good even among good coins, valuations are still stretched on some that got too high before growing up takes time, but eventually
@NotSoEasyMoney 2022 all over again, market floored closer to oil bottoming than topping
The Psychologist @psychmag
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mhonkasalo @mhonkasalo
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sassal.eth/acc 🦇�... @sassal0x
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42K Followers 100 Following Engineering-Driven Investment Analysis
















































