Sonnen @solsonnen

@Shocked CARDS

Kled is coming to android. Pre-registration live today on the Google Play Store: play.google.com/store/apps/det… The most requested addition to the company since we launched the app a few months ago. This update should greatly increase Kled’s market share and will be followed with a Web / PC release as well.

@machibigbrother @lookonchain machi vs ansem vs whitewhale

@blknoiz06 why FdTFY8mmFdWK3Z2nCrRYwxXBPXTYBK2bWQE9h8j151pe

one of the most notable tailwinds for solana will be ai startups like kled gaining traction & aligning their token with the business, providing labs w/ verifiable human data is a coordination problem that uniquely benefits by using a token only @ ~$20M mcap, $1M token buyback

Kled AI @useKled

a week ago

We’ve started and are continuing to buy back over $1 million of $KLED in the last 48 hours. $KLED will ultimately become a fully viable reward currency for our data marketplace and human in the loop fraud detection tools we have built. As our contracts get bigger and bigger we

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@GemsofRa 357m fdv rn. any idea on real circulating supply?

@game_for_one 😂

Dear Solana: Solana is my favorite blockchain to transact on. It is still one of my favorite assets to trade. And when price is attractive, I still think there is a good case for accumulating it. But I am less bullish on SOL’s next-cycle price targets than I was last time. Last cycle, while everyone was calling for $500+ SOL, I publicly said I planned to be out before $250. Solana’s ATH came earlier than BTC and much of the market, but that call ended up being pretty damn close. This time, unless I see a real fundamental shift, I will probably be lowering my targets. As things stand now, I would likely be out before $200 next cycle. That is not because I hate Solana. I don’t. But love is not a sound investment thesis. The reasons are pretty straightforward. Pump fun has historically made up a meaningful chunk of Solana volume, and I believe the pump (and broader memecoin casino) meta is dying. Maybe it evolves. Maybe something replaces it. But pretending that was not a significant driver of activity feels dishonest. Solana DeFi has also taken a serious hit. A lot of Solana DeFi was tied into Drift, and the damage there impacted dozens of protocols. It hurt the broader perception of Solana DeFi. Then there is the capital markets side. A lot of Solana DATs were formed at some of the worst possible price points, then unwound, restructured, or de-risked at some of the worst possible price points. CT forgets everything in 72 hours but institutional capital does not. If a bunch of institutions got dragged into Solana exposure near the highs, then unwound for losses, that leaves a mark. It does not mean they will never touch SOL again. But it does mean the next wave of institutional appetite may not be as easy, clean, or deep as people assume. Then there is the cultural layer. Solana feels disjointed right now. Some of the most prominent Solana voices have spent an incredible amount of time relentlessly shilling an entirely different blockchain. Yes, ZEC is it's own Layer 1. It does not exactly scream focus on Solana itself. It reads as devs thinking their bag is cooked and so they start pumping their next bag. Only now does there finally seem to be real traction around addressing the inflation issue, which should have been more meaningfully a long time ago. But what really read as desperation to me was the @PhoenixTrade push. That moment actually influenced my vision more than any of the others. Look, I have traded over $5B in perps across various protocols. I have tested or used almost every “perp DEX” worth testing. And Phoenix is about as basic as it gets. Yes, the engineering under the hood is interesting. Fine. Mad respect to the builders. But traders do not ultimately care about engineering. They care about three things: Does it work? Can I make money there? Is it safe? And right now, the best Solana-adjacent perps venue is @pacifica_fi . I say Solana-adjacent because it is mostly the stables on-ramp and Solana TVL. It is not generating massive activity for the Solana network itself. And even Pacifica has already talked about building its own L1. (A decision I'm skeptical about, even as a fan) My exact reaction to the huge marketing push on one of the most basic perp dexs I've ever traded on was: they are so very desperate for something to gain traction on Solana it actually scares me. Solana talks a lot about what it wants to be when it grows up. And to be clear, the vision is compelling. The ambition is real. The talent is definitely real. But ambition is not maturity. Every kid wants to be a doctor, an astronaut, or a superhero when they grow up. I care more about what something actually is than what it says it wants to become. So what is my favorite new blockchain? Solana. Because you can still love something and still be rational about it. 🫡 From the depths — The White Whale 🐋

the only battle-tested, useful privacy app with a cryptocurrency is telegram

turns out zec was quantum resistant but AI vulnerable

@MoneyPrinter0x ok full porting

Plausible path: Bitcoin forms a low in June (like it did in June 2018 and June 2022). BTC rallies in July SPX correction later in year which allows Bitcoin to finally bottom (most likely October) Four year cycle wins again

gacha is built on top of collectr crypt and 100% of trading fees buy graded Pokémon booster packs on Collector Crypt every 30 minutes, one random $GACHA holder wins all slabs pulled, which can be redeemed for physical cards or sold for USDC. collectr crypt and $cards is basically hip-3 for tcgs now x.com/TuomHolmberg/s… x.com/zeroxkyle/stat…

Kyle @zeroxkyle

2 months ago

they basically just built HIP-3 for trading cards, lol everyone can plug into CC's liquidity for cards now god this is so fking INSANE @0xkioto @c0xswain @Bluntz_Capital @hero_truck @wronguser000

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there is a small but growing cohort of newer projects (tao, nock, oct, prl…) characterized by the following: - small, elite, dedicated team - fairer launch (mining; egalitarian ico; no or little vc token-only participation) - illiquidity as a feature (otc, dex and for some reason, @safetrade) - complete aversion of paying anyone off: exchanges, market makers, kols, advisors - laser focus on tech and shipping in the open with the token live - absolutely retardedly cult-like diamond handed holder base this cohort may seem weird, small or unimportant today, but the larger it gets, the more it normalizes and inspires the next wave, which in turn shifts the global vibe, and eventually takes the bread from those who are used to old ways (mostly, linkedin founders, hr agencies, devrels, conference goers and other adult daycare artifacts), and thus forces reality to adjust to new rules there will be whole new generations of companies and unicorns built around this new cohort: apps, infrastructure, vc funds, exchanges, conferences, mining pools; and many giants will pivot to adjust to the new reality a vibrant tech counterculture to the ten year institutional posturing meta

If you are bullish on China (Autonomy & Robotics) Rather than Chinese tickers $BB seems like a better ticker to express that view... BYD, XPeng, Nio, Xiaomi, Unitree, all using Blackberry's QNX...

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$BASE token is closer than expected.

Base @base

a month ago

. . .

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Another production agent left Gemini for SERV. SERV is inevitable.

Xona Agent @xona_agent

a month ago

Our agent just got a major upgrade - XONA agent is now powered by SERV Reasoning by @openservai. We have been testing SERV in the Private Beta and it has far outpaced our default production stack running on Gemini frontier model. SERV delivers faster responses at a significantly

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@alexmaxbid evo pajeet is decent, no?

🧵 $EVO — $730K mcap. Bundled natively into Claude Code. 7,000 real users. Zero marketing. 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗖𝗧 𝗶𝘀 𝗺𝗶𝘀𝘀𝗶𝗻𝗴: @karpathy launched "autoresearch" in March — an agent that optimizes your code autonomously, indefinitely. 28K likes. The concept exploded. → x.com/karpathy/statu… @alokbishoyi97 saw it and went further. 𝗘𝗩𝗢 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗰𝗼𝗽𝘆. 𝗜𝘁'𝘀 𝘁𝗵𝗲 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹𝗹𝘆 𝘀𝘂𝗽𝗲𝗿𝗶𝗼𝗿 𝘃𝗲𝗿𝘀𝗶𝗼𝗻. 𝗡𝗼𝘁 𝘃𝗶𝗯𝗲𝘀. 𝗦𝗵𝗶𝗽𝗽𝗲𝗱 𝗰𝗼𝗱𝗲. It's natively bundled into Claude Code. /evo:discover and /evo:optimize available as slash commands in any repo. Also runs on: Codex, Cursor, Hermes, Pi — with Modal, E2B, AWS or your own machine as backend. The distribution is already there. Most devs just haven't noticed yet. 1 𝗺𝗼𝗻𝘁𝗵 𝗽𝗼𝘀𝘁-𝗹𝗮𝘂𝗻𝗰𝗵. $0 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. $0 𝗿𝗮𝗶𝘀𝗲𝗱: → 4,500 unique machines running the CLI → 7,000+ active projects using evo → 5,000 npm installs + 2,300 PyPI installs → 23 releases shipped (11 in 8 days) All organic. All developers who found it and kept using it. Built by @alokbishoyi97 — IIT Bombay, VC at @dzerovc, personally backed Neon (acquired by Databricks at $1B). Token was community-launched. CA is in his personal bio on a 16-year-old account — but no official tweet yet. Right now: the @bankrbot team is being introduced to him. Bankr is in maintenance. When it's back → he claims fees → official statement follows. Pre-tweet. Pre-claim. Pre-statement. $730K mcap for a dev tool natively inside Claude Code, used by 7,000+ developers, built by someone with a $1B exit on their track record. 🔗 𝗢𝗳𝗳𝗶𝗰𝗶𝗮𝗹 𝗹𝗶𝗻𝗸𝘀: 🌐 Website: evo-hq.com 🐦 Dev: x.com/alokbishoyi97 🐦 Project: x.com/EVO__HQ 💻 GitHub: github.com/evo-hq/evo NFA. DYOR. just business.

Andrej Karpathy @karpathy

4 months ago

I packaged up the "autoresearch" project into a new self-contained minimal repo if people would like to play over the weekend. It's basically nanochat LLM training core stripped down to a single-GPU, one file version of ~630 lines of code, then: - the human iterates on the

1K 4K 28K 11.1M 39K

HAPPY $SERV ATH DAY