@aladdindao Maximalist | Kmets.eth
Joined March 2011
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- Following 1,703
- Followers 3,371
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983 Photos and videos
Watching the US government exert control over Fable access versus Chinese open source GLM 5.2 being released this morning with open weights and API access to everyone in the world next week.
I am starting to ask some fundamental questions about the nature of governments, freedom, and propaganda.
Jun 13
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…
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Jun 11
big charts for @base assets are clean
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
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Kmets retweeted
Jun 11
fxUSD takes to the skies 🛫
The $fxUSD - $USDC pool on Aerodrome is now eligible to receive AERO emissions.
Welcome, @protocol_fx.
Jun 11
AERO emissions just went live on the fxUSD/USDC pool on @AerodromeFi
The pool is currently offering 3,139% APR.
33.58% from fees, 3,106% from emissions.
LP into the pool to capture the highest rewards before dilution. The emission rates won't hold for long as liquidity flows in.
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Don’t those people know they are supposed to be bearish $ETH?
Jun 10
Remember the ETH unstaking queue FUD?
Today the exit queue is at zero.
The entry queue has 3M ETH (~$5B) with a 52 day wait.
The main reasons seem to be:
- BitMine. The largest ETH staker now with 4M ETH staked, and they keep adding as they buy.
- Grayscale moves ETH to Coinbase Prime for staking, BlackRock's new staking ETF ETHB stakes up to 95% of its holdings. Five more ETF issuers waiting for approval
- Post-Pectra validator consolidations inflate the numbers a bit too
Pls share the exact entities, as the data isn't clear since deposits aren’t all public entities.
But the visible names are all corporates and ETFs.
And all of this with ETH at $1.6k
So probably retail is panic selling but institutions are preparing for the long hold.
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Swiss Stake needs sustainable funding, but "taxing" veCRV holders with a fee cut is a tough pill to swallow.
What if we could fund @CurveFinance development, burn @ConvexFinance $cvxCRV, and boost @ResupplyFi $sreUSD TVL in one move?
Enter: Inferno - A protocol concept to fix funding gaps without hurting yields. 🧵
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Of course, Inferno will require new smart contracts, audits, and alignment between @ConvexFinance and Swiss Stake. It’s more complex than a simple fee cut, but it’s a potential permanent solution to long-term sustainability rather than a quick fix.
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In addition to Inferno, in the coming weeks I'll also propose another solution that could help solve the Swiss Stake funding gap with a potential new @CurveFinance $CRV product that rewards Swiss Stake for continuing innovation. More info soon!
The second idea is the creation of a $CRV staking vault that sits alongside veCRV that I call “Innovation CRV” or “iCRV”. The goal of iCRV is to drive demand for CRV tokens while simultaneously directing revenue from brand new @CurveFinance products towards Swiss Stake.
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On Fable and cyber capabilities: it took us 30 minutes to come up with a bypass. These defenses are not strong.
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The ponzi must continue until the Anthropic IPO investors are fully vested.
anthropic "mythos" marketing strategy:
opus 4.6 was great, but
> release 4.7, which gives nothing, and burns 10x more tokens
> release 4.8, basically 4.7 with fixed tokens, while 4.6 gets nerfed, so 4.8 wouldn't look bad next to it
> now release Mythos, basically pre-nerf 4.6, slightly better, but burns 5x more tokens
and everyone claps
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Jun 9
The latest incentives from @VotiumProtocol and @StakeDAOHQ VM2 have been harvested ✅
🔒 $CVX Locked: 3,348,343
🧑🌾 $CVX Harvested: 25,045
🏦 $CVX Deposited in the Furnace: 17,531
🔥 $clevCVX Burned Daily: 1,297
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