We just plugged GPT‑5 into Masterbots.ai. Short take: it’s smarter, longer, and… not a substitute for domain design. 🧵Thread 👇Below

We have updated masterbots.ai too! Now we have available the new GPT-5 models, ready to do some work in our platform 🚀 Try GPT-5 mini and nano now for FREE with our legion of specialized Masterbots. #OpenAl #LLMs #Chatbots #GPT5

Arbitrary data storage is by no means a prioritized purpose for Bitcoin as a system. Yet, it was clear to some of us early on that this functionality would be found useful by some builders. I wrote this essay 9 years ago: blog.lopp.net/bitcoin-the-tr…

Excited to see this grow to 50% of more. What can we do to make this simpler/easier to use in the app and via API?

MSTR only has $129 million of ATM left to go after today’s purchase announcement. At a market cap of $94bn. That could have been absorbed today in readiness for Thursday’s earnings call. If so, expect to see extended rides up should Bitcoin momentum catch - the biggest seller of MSTR stock may be out of the market already.

Fred Thiel is one of the largest bitcoin miners in the world. In this conversation, @fgthiel explains how miners decide between bitcoin & AI, why nation states are mining bitcoin, and the comparison to gold. Enjoy! YouTube: youtu.be/2JO-uLqTNiI Spotify: open.spotify.com/episode/5HG… Apple Podcast: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:36 - What does Marathon Digital do? 8:07 - Deciding between AI vs bitcoin mining 13:34 - Marathon Digital bitcoin strategy 19:06 - Evaluating what is happening at the nation state level 23:42 - Gold vs bitcoin 25:17 - Hardware in bitcoin mining

The dream of scalable Bitcoin payments worldwide is dead. For now. Nobody cares. Strike - the bastion - will be finished soon too now that Jack has pivoted to Twenty One Capital Bitcoin must be a store of value, first. Then we can revisit this idea of payments for public use. Institutional rails may be a thing, but they can develop that in-house. Nobody that truly owns Bitcoin and understands it wants to sell it - especially with the tax treatment. The world we’re unfolding is Bitcoin in savings, Bitcoin Vol for investing & Digital USD for transactions. Bitcoin = Money. Digital USD = Currency. Deal with it.

Huge milestone for @base toward decentralization. Every company, country, and person should be able to use Base on a level playing field — we started Base at Coinbase, but we're building it for the world Super proud of this team.

Have shared this opinion before... The creative proliferation of tokens in the Ethereum ICO days was a net positive for society. Tokens as discrete, scarce, posessable digital bearer assets was a new economic primitive and was obviously good and important... Bitcoin being the first one of these, and still the most successful. SEC came along, believing its job was to tell American adults how to invest their own money, and through its process of opaque regulation by enforcement, it suffocated nearly all creative energy and entrepreneurship from continuing to iterate with this new primitive. Attempts at actual commercial utility proposition of economic gain led to fear of being deemed a "security." Memecoins, being just jokes without any attempt at utility or economic rationality, were the only species somewhat unassailable by the SEC. They flourished, and Solana presented itself at the perfect time to be the world's best memecoin dapp. Real change seems to have occurred at the SEC since Trump's election. Whatever you think of him, this part of the story is a good one. I hope that ten thousand earnest builders return and begin their experiments anew. Markets always find a way.

The monetary use case for real estate (Store of Value) makes real estate worse at its original use case - housing. When real estate is overpriced, houses are empty. Any non-monetary use case for a type of money (like arbitrary data storage) makes it a worse Medium of Exchange.

A transaction spending a STARK-locked output is just 78k WU on Liquid! If Simplicity VM was integrated into Bitcoin mainnet, verifying a STARK proof could cost only ~$70 🤯 blockstream.info/liquidtestn… Ofc this isn't a full solution yet: it uses a small, insecure field and doesn't support complex AIRs. But it does highlight how Simplicity is far more efficient than Bitcoin Script while providing higher security guarantees and better UX — thanks to the great work of @blksresearch 🫡 Stwo verifier is in progress! Check it out github.com/keep-starknet-str…

1/ gm ETH nerds Today I am proud to announce my first EIP: 👑 EIP-7940: Ethereum Shah 👑 Inspired by @gregthegreek's recent post, we co–authored this EIP that aims to provide leadership to the currently leaderless core devs. Thread below 👇 x.com/gregthegreek/status/19…

The monetary use case for real estate (Store of Value) makes real estate worse at its original use case - housing. When real estate is overpriced, houses are empty. Any non-monetary use case for a type of money (like arbitrary data storage) makes it a worse Medium of Exchange.

Language model providers are diverging in their model features and the ecosystems they are building, reflecting fundamentally different bets. For example, just between OpenAI and Google, OpenAI has the leading brand today, as ChatGPT has become synonymous with AI chatbots, while Google’s Gemini models have a cost advantage through their custom TPUs over ChatGPT, which runs on Nvidia GPUs. Gemini prioritizes massive context windows and reliability, while ChatGPT emphasizes complex reasoning and dynamic tool use. Google is creating an AI ecosystem that integrates with its broader suite of services, including Search, Gmail, Docs, and YouTube, and is advancing multimodal capabilities through DeepMind, while OpenAI is focusing on a standalone product experience that blends chat, document analysis, coding, and image generation, extended through Microsoft Azure and third-party plug-ins. Their approaches reflect two different bets: Google is integrating AI into the existing fabric of the internet and digital services, while OpenAI is building a standalone platform that users interact with directly.

Strategy is synthetically halving Bitcoin and will set the cost of capital for the next 100 years. Most people think the Bitcoin supply curve is sacred. Fixed. Immutable. Untouchable. They're wrong. Strategy is manually rewriting Bitcoin’s scarcity schedule right now with balance sheet firepower instead of code. After the 2024 halving, miners are producing ~450 BTC/day. That’s ~13,500 new BTC per month entering the global economy. Strategy, raising billions through ATM and convertible notes, has been aggressively outbidding the market for fresh coins. Every month, every quarter, they absorb a bigger % of total new supply. If they can consistently buy 30%, 40%, 50% of all new Bitcoin, they are synthetically cutting the available supply in half - or worse - ahead of schedule. THIS IS A SYNTHETIC HALVING. Not by protocol, but by acquisition. It’s a simple equation now: Real Bitcoin supply available = Newly mined coins - MSTR quarterly absorption. If the miners produce 13,500 BTC/month and Strategy buys 5,000 of it? The effective supply curve for the rest of the world is suddenly functioning like there’s another halving already happening. And not every four years... Every time Saylor pulls the trigger. You may think this is crazy, but what has happened in the past six months? Strategy has accumulated 379,800 in the past 182 days. That's 2087 BTC per day... FAR outpacing the miners. Now the brutal part: THE COST OF CAPITAL. When Bitcoin becomes this scarce: Access to Bitcoin will require paying a premium. Lending against Bitcoin will cost more. Borrowing Bitcoin will become a luxury business reserved for nation-states and corporate whales. Strategy will control the bottleneck. They’ll price the risk curve for everyone downstream: Your mortgage lender? Your sovereign wealth fund? Your university endowment? Your startup treasury? All of them will pay higher and higher interest rates for access to collateral because Saylor captured the float and created an artificial liquidity famine. Bitcoin's global cost of capital will no longer be set by "the market." It will be set by the gravitational policies of the first Bitcoin Superpower: Strategy. If you want Bitcoin, you’ll either: Buy MSTR equity (at a massive premium). Borrow Bitcoin (at crushing rates). Beg for liquidity from Bitcoin overlords. Or accept your fate as a fiat peasant. This is the most brilliantly devised method of monetizing scarcity ever conceived and executed. @Saylor has already won... but there are no signs of stopping accumulation at a breakneck speeds. He is forging an unassailable destiny of Strategy as the world's greatest financial superpower.