95% of the worlds largest investors have zero exposure to $LINK but ~70% of all $LINK is already owned and ~4.2% of all $LINK is already staked

The takeaway from Fable 5 being BANNED by the government: GET GOOD AT LOCAL MODELS SO YOU HAVE 100% CONTROL. My entire weekend was going to be building my craziest ideas with Fable 5. That's now cancelled. So instead of building with Fable this weekend, I've decided I'll go deep on local models: 1. Start with the runtime. Download Ollama or LM Studio first. This is the thing that actually runs models on your machine. 2. Match the model to your hardware. A model's size is measured in billions of parameters (7B, 32B, 70B). Bigger is smarter but needs more memory. Rule of thumb: a 7B model runs on almost any laptop, a 32B needs a good Mac with 32GB RAM, a 70B needs serious hardware like a DGX Spark or a maxed-out Mac Studio. 3. Know which model for which job. Qwen 3 is the best all-around choice for most tasks. DeepSeek for reasoning and coding. Gemma 4 when you need something tiny that runs on a phone. Llama when you want the biggest community and the most fine-tunes. 4. Quantization. You can shrink a model to run on weaker hardware with barely any quality loss. Look for versions labeled Q4 or Q5. This is how a model that "needs" a server runs on your laptop. Learning this one concept changes everything. 5. Connect it to your agent. Point Hermes or your agent stack at a local model. 6. Context window is your real constraint locally. Cloud models give you huge context for free. Local models make you pay for it in memory. A bigger context window eats RAM fast. Keep your sessions tight and your prompts lean or your machine chokes. 7. Learn to give local models tools. A smaller local model with web search, file access, and code execution beats a giant model with none. The capability gap closes fast when you wire up the right tools. The model is the engine but the tools are the wheels. 8. Fine-tuning is more accessible than you think. You don't need this on day one, but know it exists. You can take an open model and train it on your own data so it gets good at your specific domain. I'll probably do a breakdown at some point on this @startupideaspod if people are into it. The lesson from this ban is basically don't build your entire workflow on something that can disappear with a single letter. Own part of your stack. Local models are insurance. It reminds me when people realized they don't own social media accounts. And then you saw people build email lists etc. I remember running a startup and my biggest traffic source was organic FB. All of a sudden, algo changed, and I lost 99% of my traffic. Same sorta moment (but bigger) for AI. This is a wake up call.

“Interoperability is definitely extremely important to us” — Ryan Rugg, Global Head of Digital Assets, Citi Token Services She continues: “We recognize no one wants a Citi token, a X-bank token. They truly want a multi-bank, multi-asset network that is always on 24/7 365” “Ultimately like if we think about synonyms to email, like I don’t care if Nadine’s on Yahoo and Ryan’s on Gmail. Like I just want the email to get there, right? I just want it to be able to. And that’s what we need to get into a world of, that literally, information, assets are transferred instantaneously”

Ladies and gentlemen, $SPCXx is now live. The largest IPO in history, tokenized by xStocks, trading 24/7.

Myriad is bringing World Cup markets to users around the world, powered exclusively by @chainlink! With $100,000 on the line and zero trading fees, there’s never been a better time to back your team and get involved on Myriad. Trade World Cup markets today, powered by Chainlink ⚽ decrypt.co/370479/myriad-tap…

AI subscriptions are dead Claude Fable 5 will only be on the Anthropic subscription until June 22nd. After that, you will need to pay for usage per token This will be the start of a much larger trend Frontier models will no longer be included in subs You’ll pay a fee and it will only get you access to older, much cheaper models If you want access to that dank AI sour diesel, you’re going to need to pay for every token you use. No more subsidies And it make sense. The subsidies were just a Ponzi scheme For those that don’t know, when you pay $200 a month for an AI sub, you get thousands of dollars of tokens These AI companies actively lose tremendous amounts of money because of these subscriptions. GDPs of most countries every year are lost on your $200 Claude Max sub The investor money is running dry. IPOs are coming because of this. And with IPOs need to come profitability The golden age of paying $200 a month and being able to code on 40 Claude Code instances and getting a usage reset every 5 minutes are about to die The party couldn’t continue ever. You can’t just leverage the entire global economy for years and expect nothing to break. Now it’s time to pay up Means a few things: 1. Time to be responsible when it comes to which models you use. You don’t need Fable 5 for GPT 5.5 Xhigh for everything. Build the skill of knowing when to use cheap models 2. Local LLMS/hardware will come even more in demand. I’m currently running GLM on my Mac Studio. It’s great. Is it Fable? No. But it gets the job done for free on simple tasks. Learn about local LLMs 3. This is the beginning of the wealth gap expansion. Those that can afford to spend $10,000 a month on Fable 5 will build incredible products that eat up more and more of the economy. Those that can’t afford Fable 5 will have an insane disadvantage 4. The government will need to step in eventually. There will be too much civil unrest. I hope the answer isn’t free money. That won’t do anything. I hope the answer is education/access to AI resources for ALL. Universal Basic Opportunity 5. You need to seriously reconsider where your money goes every month. If you are complaining about AI prices and in the back of your mind you know your skill set is becoming quickly irrelevant, all while spending money every month on Netflix, Xbox Live, Paramount , drugs, DoorDash, Uber, and other things that bring nothing positive to your life, you are simply doing it wrong. AI is an investment in yourself. It’s an investment in your relevance to the global economy. You need to make sure you make that investment The pieces on the board are quickly moving around. The rules are changing. The battlefield is shifting. If you’re not strategizing accordingly, you’re cooked.

LlamaRisk has published an ARFC proposing a new standardized Risk Framework that governs all assets on @Aave V3, V4, and Aave Horizon. The framework establishes standards for evaluating asset, bridge, and chain-level risk criteria, and for monitoring and automated risk management systems.

ADI Predictstreet has adopted @Chainlink as the exclusive oracle infrastructure for our FIFA World Cup 2026™ prediction markets. Accurate resolution. Instant payouts. All at the speed of play.

Just watched Taylor Lindman, Chief Legal Counsel for its Crypto Task Force. I wish I could share the full talk because it’s unfucking real we have such pro-DeFi experts in these positions of power in the government. Optimistic on access to real DeFi in the USA and abroad 👊

Since launch, @Chainlink SVR has grown to become the most widely adopted oracle MEV recapture solution with ~99% market share • Adopted by the largest DeFi lending markets including Aave, Compound, Venus, and various Morpho markets • Exclusively recaptures the non-toxic liquidation MEV that would have leaked to L1 validators and searchers during DeFi loan liquidations • Has generated $18.7M in revenue, split $12M to integrated DeFi protocols and $6.7M to Chainlink (supporting $LINK buybacks) • Achieves a consistent 85% recapture rate (i.e., SVR recaptures ~$85 for every $100 in liquidation bonus made available) • Has successfully processed over $700M in liquidation value for Aave alone, with zero bad debt accrual even during extreme market volatility like Oct 10 • Features the largest, most decentralized ecosystem of independent searchers, with over 115 independent liquidators (competition ensures solvency drives up recapture rates) • Enabled Chainlink to directly monetize its DeFi app total value secured, in addition to monetizing the integration, usage, and maintenance of oracle services by blockchains via the Scale program Chainlink SVR = literal money printing machine

Chainlink Perpetuals are now live for trading. Only on Kalshi.