The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Interesting @NBA

Verifiable AI is crypto’s biggest moat Proof of inference changes everything

Alright guys, stepping away from negatively and back to building Is there any project in early stage that can be mined with consumer GPU’s? I want to see more projects use blockchain to coordinate compute for training,.. Also interesting in whoever is doing inference and solved the verification part

Draymond Green: “Shai, you've reached a new level of greatness my man... you got sports media coming out and talking about what they don't like about your greatness, as if SGA is running up and down the court with the whistle in his mouth calling a foul for himself... you all think the NBA is that easy to where this guy just flops and goes to the free throw line and he becomes the back to back MVP? We really gonna dumb the NBA down to that?” (via @DraymondShow)

Let's run some numbers on $POD, and address why the FDV is truly a 'meme' in this case: At its last datagen peak the network processed 3.5B output tokens/day across a 600-GPU fleet. With V2 unlocking meaningful per-GPU efficiency gains, 10B output tokens/day is a reasonable conservative target to anchor against. Below is what both look like at OpenRouter-rate pricing ($0.80 per 1M output, $0.15 per 1M input) and the historical 20:1 input:output ratio that real agent workloads tend to land on. Note: this is a single-model exercise (Qwen 3.6 35B economics). In practice the network will serve a basket including Gemma 31B and 26B, which are faster and cheaper, broadening the addressable demand pool. So the math here is conservative on the revenue side. Current 3.5B output/day: Output revenue: $2,800/day Input revenue: $10,500/day Gross revenue: $13,300/day, all of which routes to POD buybacks Node emissions ($0.50 per 1M output): $1,750/day Buyback-to-emissions ratio: 7.6x (!) For every $1 of POD paid out as emissions, $7.60 of POD is being bought back off the market. Most of those emissions are paid bonded, with a 20% fee on liquid claims routing back to stakers, so even the share that does hit the float gets partially absorbed by the same flywheel. Against ~$10M in circulating market cap, that means current-rate buybacks already represent roughly 4% of the float being bought back annually. Post-V2 scenario, closer to 13%. On the float that's actually tradeable, the bid is structurally large. Annualised current: ~$4.85M gross to buyback against a $100M FDV. About 21x. Post-V2 conservative 10B output/day, same prices and mix: Gross revenue: $38,000/day → ~$13.9M/year to buyback Node emissions: $5,000/day Buyback-to-emissions ratio: 7.6x (constant, the design scales linearly) For benchmark, HYPE currently generates around $2.54M/day in fee-driven buybacks, $927M annualised, against a $58B FDV. The market values that buyback flow at roughly 63x. Apply the same multiple to POD's current 3.5B-per-day economics and the implied FDV is roughly $300M, about 3x current. Apply it to the post-V2 10B scenario and you land closer to $880M, around 8.8x current. The 10B figure is a working assumption of what V2 should unlock; the real number could be lower or higher and needs to be seen once V2 ships and the API is live. But the 7.6x buyback-to-emissions ratio is what makes the FDV stop mattering the way most people assume it does. It is not a token waiting to dump on you. It is a token the protocol is mechanically buying back faster than it is being issued.

NEW: USDA warns of flesh-eating screwworm detected within 31 miles of the U.S.-Mexico border.

tl;dr Current: 3.5B output/day Gross revenue: ~$4.85M/year Net revenue: ~$4.22M/year Post-V2: 10B output/day (expectation) Gross revenue: ~$13.9M/year Net revenue: ~$12.04M/year = 120% of current MC of 10M All revenue routes to $POD buybacks. x.com/i/status/2060273928958…

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