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Me watching CT try to figure out what they missed as rei goes to $5 in a straight line next year
It's interesting reading the replies here. "what can I do with this?" "how is it useful?" "it can't generate code. whats this even for?" lol
kinda makes you wonder about how conditioned we've become to thinking useful AI has to look like gen ai
meanwhile at @rei_labs lol
Yeah these models lack soul. Idk how to describe it but the creative spark just isn't there. New fable doesn't feel any better than 5.5 in that sense.
Amazing time to be a sampler though.
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ummmm what
BREAKING: An unidentifiable aircraft has just rapidly slammed into the ground in Palm Beach County, Florida, causing a crater in the roadway and debris spread across the street.
The crash is roughly 7 miles from Trump's Mar-a-Lago estate in Palm Beach and comes as US military air defense systems have been deployed around Mar-a-Lago.
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bes retweeted
say hi to kled v3, the data collection layer for agi.
any dataset a lab can describe, collected from the real world by 500,000 people in under 72 hours.
bes retweeted
This is Kled V3. We've solved data collection for artificial general intelligence.
Any consumer dataset that can exist, can now be collected from physical reality in under 72 hours.
All powered by the largest and most comprehensive data application layer on the planet. (Thread)
bes retweeted
Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch.
This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets.
As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception.
Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders.
Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period.
We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle.
Allocations begin today.
We got a 3-way PVP going on here now. Incredible stuff
Which of the $BOT pairs is it going to be gentlemen
solana:7LA4wwjoXU4hAdwX1eT5ouuSsMrHq9wHQBfAyPfJK1eQ
- the OG
- robostrategy CMO gifted/holding 3%
- more memeable
- better distro
- stonk eco aligned (@pointfarmcap)
or solana:GKeUT73KRsvWVYNfQPdghxdHTKKGUAESf3t8BZmfXvih
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The Uniswap chart is a great demonstration of the Alt dynamic people ought to prepare for. Think about this:
A traditional cycle should bottom in the winter of this year. Instead $UNI is 4x off the bottom and halfway to it's 2025 cycle high, and it's still summer.
There literally was no Alt bull market last cycle. But it seems like we are about to get one now.
bes retweeted
Yet another distribution channel for $USDe
$20B supply is still bearish anon, dream bigger ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
Binance Wallet has enabled USDe rewards.
USDe has been selected as one of only three assets eligible for @BinanceWallet's new Hold to Earn - and offers the highest rate available.
Hold USDe and earn rewards automatically, paid by Binance.
Question for the pearl-2:native guys. Has the team spoken about how or if cuPOW can adapt to changing AI compute patterns while keeping low overhead. Particularly if model architectures shift?
Can’t seem to find anything on this. Would appreciate a link if anyone has one.
@brezshares @tulipking
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bes retweeted
Introducing Adapt-1 Machina: Learning Continuous Control Sequences
With Adapt-1 Machina, we explore how continuous sequences of machine controls can be learned through reinforcement learning, starting with coarse outcome feedback and without demonstrations or a critic.
bes retweeted
was thinking on supply dynamics for ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
- 20% owned by $USDE
- 30% is team allocation, I assume very little selling for them
- 2-3% I think is owned by Janus Henderson (may be more, it's just conservative number)
- 5% some long term investors that won't sell
Real circulating float, after all unlocks should be 45-50% of total, that's real supply.
On top of that:
- a lot of TradFi is interested in Ethena
- $USDE may do additional buys of ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 in future
- StablecoinX was one of the biggest DATs and overall ability to raise 500mln at that time says a lot about Ethena team and their connections
- one of the best teams in crypto execution wise
