Esteemed @NickMitsakos on The Genius Act: US Treasury's $15T debt solution using private stablecoins backed by Treasuries. Attracts global buyers, but risks rapid outflows, shadow banking, and challenges for traditional finance. A complex, transformative global money shift. 🧵👇

🚀 @0xSUPERGEMMA / $SUPERGEMMA is starting to look like real alpha and it’s moving strong right now. The chart is waking up, volume is coming in, attention is building fast, and the market is finally starting to notice the decentralized AI narrative behind it. ~ Low cap ~ Strong momentum ~ AI open-source meta heating up ~ This is exactly where asymmetry usually starts 🧠 The dev @jun_song / $SUPERGEMMA is not random at all. He has a serious technical background: ex-Alibaba/Taobao, focused on Multimodal LLMs, official @Alibaba_Qwen ambassador, and now building full-time in open-source AI after turning down multiple six-figure offers. ~ His Hugging Face work under Jiunsong is already getting strong traction ~ Nearly 99k downloads in the last month ~ Optimized models in GGUF and MLX for fast local inference ~ “Post-training an open weight model is the most efficient way to build sovereign AI” 🤝 One of the strongest signals came from the in-person meeting between @jun_song / $SUPERGEMMA and the @virtuals_io team in Korea on May 25. They discussed funding solutions for open-source developers, and @virtuals_io publicly replied with “🫶🏼” while also following him. ~ That is not just empty hype ~ That is real ecosystem attention ~ AI agents open-source funding is a powerful meta 🔥 Behind @0xSUPERGEMMA / $SUPERGEMMA there is also the Supergemma Foundation, building on-chain infrastructure to fund open-source developers in a transparent way. The Launchpad beta already has real mechanics, not just meme energy. ~ 70% creator token lock for 1 year ~ AI human screening ~ Bankr ecosystem integration ~ Automatic buyback & burn from fees ~ Over 2B tokens already burned 📈 The recent updates from @jun_song / $SUPERGEMMA are very strong. He has been pushing the idea that open-source AI is advancing rapidly through post-training, that synthetic data is becoming the next major bottleneck, and that the Supergemma method can help implement models like GLM-5.2, Minimax-M3, and Kimi-K2.7 inside decentralized AI systems. ~ “I have seen the future in this decentralized AI” ~ “Less than 0.1% of open-source developers actually receive sponsorships” ~ This is the exact problem @0xSUPERGEMMA / $SUPERGEMMA is trying to solve 💎 Everything is lining up here: credible dev, real Hugging Face traction, @virtuals_io connection, active product development, Launchpad mechanics, burns, locks, and a narrative around sovereign, uncensored and decentralized AI. ~ This is not just a random ticker ~ This is infrastructure culture timing ~ @0xSUPERGEMMA / $SUPERGEMMA is positioned right in the middle of a narrative the market is starting to care about 👀 And now @Altcoinist just sent the signal that this is alpha. That kind of attention, combined with current momentum, low cap, rising volume and real execution from @jun_song / $SUPERGEMMA, makes this one worth watching closely. ~ Keep an eye on the next updates from @jun_song / $SUPERGEMMA ~ Watch the Supergemma Foundation progress ~ DYOR always, NFA, but the thesis is lining up hard right now ~ CA: 0x572c4fa77623652411574c51b5ddb7e1b750aba3

I fully understand your first reaction seeing a crypto token, and many people did ask me about that. I’m trying to implement OSS with Web3 by opening a foundation. To fix OSS funding problems. Hope this post help you understand what it is. x.com/jun_song/status/205768…

If you're building a decentralized AI system and looking for a proper uncensored, intelligently enhanced model, reach out. I will support you in implementing GLM-5.2, Minimax-M3, and Kimi-K2.7, post-trained using the Supergemma method. I have seen the future in this decentralized AI.

💎 $SUPERGEMMA moving higher.

Too much money out there, 8-9 fig $supergemma is light work 1) real demand for investors who are tired of being chamath/eloned to get early entry inv in frontier open source tech 2) open source can partner with hardware for big revenue as @jun_song @0xSUPERGEMMA have alluded

🔥 I’ve been seeing a lot of brothers talking about $SUPERGEMMA, so I decided to dig a little deeper… and here’s what I found: the dev @jun_song had an in-person meeting with the @virtuals_io team in Korea on May 25, discussing funding solutions for open-source developers. ~ He posted: “Had a great meeting with @virtuals_io team in Korea. Discussed funding solutions for open-source developers. We both agreed it is a must. Stay tuned for what we’re going to cook up next.” ~ Shortly after, @virtuals_io replied with “🫶🏼” and started following Jun Song. To me, that’s a pretty strong signal in the AI agents open-source meta. 🧠 The dev’s pedigree is seriously strong: Jun Song, known as Jiunsong on Hugging Face, previously worked at Alibaba/Taobao on Multimodal LLMs, became an official @Alibaba_Qwen ambassador, and went full-time into open-source. ~ This is not just some random “token dev”; he has actually been shipping models, infra and research. ~ From what I found, his Hugging Face models are getting close to 100k recent downloads, with GGUF, MLX and optimized local-run versions. 🚀 The $SUPERGEMMA thesis gets interesting because it doesn’t look like just another AI memecoin. The idea behind the Supergemma Foundation is to create an on-chain funding layer for open-source developers, with transparency, coordination and real incentives. ~ Strong narrative around Base, AI, open-source, decentralized funding and possible alignment with the @virtuals_io ecosystem. ~ I also saw mentions of launchpad mechanics, buyback & burn, creator token locks and AI human screening. 📈 The alpha here, in my opinion, is the combination of all the pieces: real meeting with @virtuals_io, public response from Virtuals, follow on the dev, strong technical background, almost 100k Hugging Face downloads and a narrative that fits exactly what the market is looking for right now. ~ Open-source AI needs sustainable funding. ~ Crypto needs real utility. ~ And $SUPERGEMMA seems to be trying to connect both sides. 👀 I’m watching the next updates from @jun_song and the Supergemma Foundation closely. Not saying anything is guaranteed, but low cap strong dev AI/open-source narrative possible Virtuals connection is exactly the kind of asymmetry I like to track early. ~ CA: 0x572c4fa77623652411574c51b5ddb7e1b750aba3 ~ DYOR / NFA. ~ @Studious_Crypto @TheCryptoKazi @KAPOTHEGOAT01 @LyvoCrypto @everythingempty @ethermage take a look at this and tell me: am I reaching, or is there more alpha behind this? NFA, just sharing what I researched.

Frontier AI maxis make the absurd claim that open-source AI is 6 months behind. Cursor took a 2-gen old Kimi-K2.5, applied just post-training, and built an Opus-4.7 level model at a low cost. Rio de Janeiro also post-trained a 2-gen old Qwen3.5 397b to hit an Opus-level open-source SoTA. Now, many companies are already post-training the newest Kimi-K2.7. If you can't see the progress of open source here, you're simply blind.

Post-training an open weight model is the most efficient way to build sovereign AI. We’ve seen it already with Cursor Composer. If your country is trying to build LLM from scratch, that’s wasting your tax money. LLM is all about dataset, and none of country has enough data as US/China.

Shipped a bunch to @_decantrade this week → TP/SL auto-close → one-tap PnL share cards → funding countdown history → near-liq alerts → full portfolio page Permissionless perps for any Base token, built on @avantisfi. live on testnet. decantrade.com @base @jessepollak @0xDeployer @igoryuzo @avantisfi

been building @_decantrade — perp futures for every Base token. most perp DEXs gatekeep which tokens you can trade. we don't. here's the whole thing working on testnet 👇 (video)

the idea : anyone launches a leveraged market on ANY Base token in ~60s. no listing fee. no governance vote. no gatekeeper. up to 50×, coin-margined, fully on-chain.

Decant right now

Bitcoin Is 64.2k What’s Next Now That SpaceX IPO Is Over #btc #bitcoin #crypto #charts #ta

The Cat 30: Updates on the Macro! Discussed Japan, China, Gold, Silver, $SPY $QQQ $IWM, whether we're going to have a crash because $SPCX is sucking out liquidity, bond market and yields, Fed funds rate, Thoughts on inflation, oil, commodities, and Kevin Warsh being a hawk.

$LINK is at very key support In general, at very key support, risk reward ratio is good

#Ethereum dominance, an idea based on EWT.

#Ethereum CME futures show that it's been heavily accumulated between $1500 and $2500, and it has a huge monthly CME gap above that won't fill until $2700. For years, the issue with #Ethereum is that the majority of it is held by retail, and that institutions haven't had a chance to get their hands on it. What's the best way to accumulate #Ethereum from retail besides having it chop sideways in a brutal range for 5 years and making even the biggest and loudest #Ethereum bulls capitulate? I am not advocating you to reallocate assets you own that has momentum and sell all of your $MU $MRVL or $AMD for #Ethereum, because I don't know when #Ethereum will start running up and I don't think that the currently-hot momentum plays will exhaust their bull trend anytime soon. But I do think there's a role of #Ethereum and related assets in the portfolio if you don't want to chase momentum, don't mind "opportunity costs", want the time to accumulate underappreciated assets that institutions are buying, don't mind the short term volatility, and are willing to see how things play out over the next 2 years.

My optimism for global liquidity and economic expansion has done well for the US market, Japanese market, and small caps, but this has not translated into #Bitcoin and cryptocurrencies. #Bitcoin is seemingly disintegrated short term from global liquidity and is going through its own distribution/accumulation dynamics. While I cannot argue for or against the "4 year cycle theory" which so far would only explain #Bitcoin's price action (most alts peaked late 2024 and is off-synced with the 4 year cycle), it had a double tap on its 0.5 fib from all time highs to all time lows on CME futures, have successfully back-tested a big volume shelf, and have finally touched the AVWAP from April 2021 and November 2021 peaks. There are more and more pieces of evidence arguing for #Bitcoin having bottomed than not, IMO. #Bitcoin has completely reset sentiment with many long-term #Bitcoin bulls writing it off for the rest of 2026, popularizing the concept of diminishing return, while it's going through its most brutal accumulation range in its short history, and while its market cap is still quite small considering how much people still talk about it. This opens up for the door of #Bitcoin recovering for the second half of 2026, potentially breaking the idea of diminishing return, and goes through a prolonged distribution phase when prices is hell of a lot higher than most would expect. Perhaps then, and only then, the long term bulls will return and start calling for even more unbelievable targets above.

base:0x24d621b1f5f1cf295313c88dc331012140e52d54 breaking out. @qubitornetwork qubitor.org 0x24D621B1f5f1CF295313C88dC331012140e52D54 qubitscan.org 141k blocks now

Qubitor infrastructure rollout is progressing well. The unified setup flow now brings the core stack into one interface: Quanta Wallet Qx0 Bridge Explorer Lite Qubitor SDK RPC Gateway PQ Relayer API Faucet API Indexer Devnet proof tools Current testnet preset: Chain ID: 91338 Post-quantum security: ML-DSA-65 / FIPS 204 Account model: no EOA anywhere Native gas asset: QBT Token-mode billing through $QBT on Base Next step is making the full environment easier for developers and node operators to deploy, verify, and test from one setup flow. More rollout details and documentation soon.