Wow thanks @pudgypenguins

GM Jr. Builders, We're hiring at Da Nang Blockchain Hub. Hub Administrator: the first face of Central Vietnam's first dedicated Web3 builder space, and the operational backbone keeping it running. No prior experience required. Students welcome on a part-time basis. 👇

every platform that gets real volume eventually eats the builders on top of it, that's just how the stack collapses.

JUST IN: Anthropic will reportedly release its new AI model “Mythos” tomorrow.

Citrini article basically lays out the new meta for tokens: - Must have a useful product that draws in net-new users post airdrop - Must have real cashflow from enshrined apps, making money off MEV / priority fees isn’t enough anymore (blockspace is a commodity) Solve those two are you’re eligible to scale into 9/10 figs. The era of launch L1 / L2 and print free dollars is over. The app era is fully here.

it's my first trade on @PhoenixTrade

bro shilling the asset without specifying an utility of it or any businesses built around it. it's 2026 not 2023

so you can get SpaceX stock onchain at $135 and short hedge on @variational_io now at $163

Quick update on @fdn_labs The star-fun deal didn't come together, so we've been reassessing priorities and focusing on what gives us the most leverage. Been focusing on: • Refining the roadmap • Bringing in people who can help on the business and distribution side • Exploring funding and partnership opportunities I'll share more once a few of these pieces are locked in.

I’ll forever be bullish on crypto. I think we overestimated how quickly crypto would become the next major computing paradigm. A lot of people were searching for the next platform shift and assumed it would be crypto, but in many ways that ended up being AI. Over the past decade, ton of capital flowed into crypto, and much of it went toward overbuilding. Instead of focusing on a handful of narrow sectors where crypto had a clear advantage, the industry tried to reinvent everything all at once. What we’re seeing now is a natural pullback and consolidation after that period of excess I don’t think the core thesis is broken by any means. Crypto’s biggest success may not be apps first (even though we have a few), but rails first. As stablecoins, wallets, tokenized stocks and onchain financial infra via neobanks reach every human and eventually every AI agent, crypto becomes the default settlement layer of the internet. Once those rails are everywhere, many of the ideas that arrived too early like DAOs, decentralized marketplaces, machine to machine payments, and the ideas Vitalik wrote about in the early days of Ethereum may finally have the distribution needed to get it off the ground.

Use my referral link to join the JTX waitlist. jtx.com/?ref=hanjay

Interesting ... Arthur Hayes vs Kyle Samani HYPE vs SOL Arthur proposed a charitable bet of $100k to Kyle Samani that $HYPE will outperform any other token till year end and offered him to choose his champion. Kyle Samani chose $SOL. What do you think who will win 🤣 HYPERLIQUID

An update on Foundation. We set out to raise a pre-seed to build this properly, and we could not close it. Market conditions for what we are doing are not there right now, and we would rather stop than half-build a credit product on capital that does not cover doing it right. So we are pausing. If you took part in the star.fun sale: the round did not fill, so it did not complete. Every contribution will be refunded. The thesis has not changed and we may return to it. For now, thank you to everyone who backed us, asked hard questions, and pushed the idea. It meant a lot.

Subscribe / Email notification: bananasplit.ck.page/aeae3198… Featured in this edition: @agvbtc, @KimNguyen314 , @melxor0x , @hanjaycrypto , @nomadngx @_VeliUysal @CryoPalmar @SOL_Circus @validotxyz @ACsstyle @SolanaCoach @HiroDXB @helwan_mande @faynguyen071 @ImDenixSol @hyperstrike @punktaveira @heymike777 @SolBrothersPod @kxrnel @jemmmyjemm @chmoxie @0xgdr @WalkerHebborn @maldoio @bibseebliss @Mathis_btc @256hax @thewajidmengal @beeman_nl @hanstmy @Tramplin_io @DeusNero @kamino @zinnresearch @crowdbrainai @ridemarkets @readylayerone @solana_devs

gonna be something like this. it was written when i was still 20 something in my own telegram channel funny how weekends always find a way to pull you away from the desk and the screen, leaving you just staring into space, letting your thoughts drift wherever they want to go.

i'll start a weekend contemplation series this weekend

getting nearly 600 Variational Points so far am in considered pre rich?

so now @based officially compete with @solana in acquiring yellow builders?

I think this is partially why @OpenRouter just raised $113M by @CapitalG If you are an inference provider you can raise a ton of money now off revenues and amass capital to buy GPUs. You can use these GPUs to offset chinese models going closed source by using them for model training/fine tunes in the future Inference provider revenues are driven by deploying open source models in an easy and safely accessible way. You can pay 1/100 to 1/1,000 the cost to access GLM/Qwen etc vs centralized APIs and not send your data directly to chinese APIs. Yay I get cheap intelligence and China doesn't see my full conversation history on giving my friend breakup advice. You leverage that revenue growth (API spend) to buy a capital asset (GPUs) for the future If @alexatallah buys GPUs with this $113M it solves two things. The first is he can lower inference costs even more through owning the hardware (and get a nice multiple on it and take loans against them, and repeat) and second he could use those models for training runs or fine tunes in the future if China goes fully closed source The other issue is inference providers don't get the same data flywheel an OpenAI or Claude gets (since someone else is running the model and theres no data retention to train future versions). This could negatively impact training runs maybe. I think this is another reason china models go closed source, they want all inference to use that data for training runs and right now they are ceding the revenue and data flow. Also, despite Meta being open source but not competitive anymore I think we will see some very strong open source AI labs in the U.S. start to pop up as an offset and existing models are good enough for inference providers for the forseeable future. China going closed would accelerate U.S. open source labs too. At least these are my early contrarian musings. Thanks for tuning in! I have no idea on OpenRouters plans. I have no ownership but love the product and think its extremely net positive for humanity. x.com/OpenRouter/status/2059…

Monkesssss

the buyers twapping hype this time have alot more money than the buyers twapping hype last time