Today
This Is What Capitulation Feels Like | Weekly Roundup
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy!
2 hours ago Media
Yesterday
Reasoning Models Don't Always Say What They Think
New Anthropic research: Do reasoning models accurately verbalize their reasoning?
Our new paper shows they don't.
This casts doubt on whether monitoring chains-of-thought (CoT) will be enough to reliably catch safety issues.
13 hours ago Tweets
Why Trump's tariff chaos actually makes sense (big picture)
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
16 hours ago Media
AI 2027
In a speculative scenario set in 2027, the article predicts the impact of superhuman AI, with input from experts and trend extrapolations. The narrative envisions advancements in AI technology, such as personal assistant agents and AI models trained with massive computational power. OpenBrain leads in AI research, aiming to accelerate progress and outpace competitors. The article explores the challenges of AI alignment and the potential risks associated with powerful AI systems. It also discu......
1 day ago Reads
3rd April 2025
The Effects of Tariffs: How the Machine Works
You’ve probably heard a lot about tariffs in the news recently. But what exactly are they? And what are the underlying mechanics that drive how they work?
1 day ago Tweets
Galois Thoughts on Tariffs
The US is basically saying that it is not bluffing and entirely willing to face higher prices in order to export civil unrest and economic turmoil to the rest of the world if they don’t play ball.
Quoting Galois Kevin (@Galois_Capital)
Guys, folks, gentlemen, who cares if the numbers are made up. This is fine and a good start. In fact, the more unhinged, the better. USA don’t give a fuck.
1 day ago Tweets
Delphi Pro - MON Protocol - Primed for IP Expansion
While the broader Web3 gaming market has been struggling, a handful of extremely well capitalized teams have seen their valuations retrace significantly from their early 2024 highs. Among them, MON Protocol, a team that has continuously shipped throughout the last 24 months while having access to one of the largest cash-treasuries in Web3 gaming. Are we finally entering a gaming market with attractive opportunities?
1 day ago Reads
Hivemind - Will Crypto Survive Tariffs?
New episode with @Delphi_Digital’s Hivemind! 🔥
We discuss:
- Trump’s tariffs and Liberation Day
- China, reshoring & shifting global power
- The right time for projects to launch tokens
- Creatine, Circle IPO & more!
@ceterispar1bus @ZeMariaMacedo
@YanLiberman @FloodCapital
Links below 👇
1 day ago Podcast
Tariff Fallout ft. Raoul Pal & Jamie Coutts
🔴 Alpha time: Journey Man LIVE w/ the great @Jamie1Coutts https://twitter.com/i/broadcasts/1OyJALkWVMoGb
1 day ago Tweets
Aptos - Building the global trading engine
http://x.com/i/article/1907863298051289090
1 day ago Tweets
General Agents releases ace to control your computer. Video demos in link.
Today I'm launching my new company @GeneralAgentsCo and our first product.
Introducing Ace: The First Realtime Computer Autopilot
Ace is not a chatbot. Ace performs tasks for you.
On your computer. Using your mouse and keyboard.
At superhuman speeds!
1 day ago Tweets
2nd April 2025
Liquidity Is Breaking And The Economy Is Next | Michael Howell
OUT NOW
@ForwardGuidance
-
@crossbordercap
believes if we don’t get meaningful liquidity by the fall, things will break in markets.
This episode is a deep dive and I’m happy we got into some deep stuff I don’t see in the typical Howell interview. Enjoy!
2 days ago Media
Clearest explanation of the bullish thesis for Decentralized AI
The article explores the evolution of AI model improvement techniques from pre-training scaling laws to reasoning models and test-time compute scaling. It highlights DeepSeek's innovative use of reinforcement learning (RL) to train models like R1-Zero, showcasing a shift towards decentralization. The DeepSeek team bypassed traditional supervised fine-tuning (SFT) and used group relative policy optimization (GRPO) in RL training. This approach led to improved reasoning capabilities but issues ......
2 days ago Reads
Between Extremes: A DeFi-Native Blueprint for Sustainable TGEs
http://x.com/i/article/1907392593870061568
2 days ago Tweets
Introducing MonadBFT!
Introducing MonadBFT!
Category Labs unveils the future consensus protocol for @monad_xyz. MonadBFT is designed for speed (10k tx/s), security, and sub-second finality, ensuring the network aligns efficiently on valid blocks.
Let's dive into what makes it special! 👇
2 days ago Tweets
Trump Tells Inner Circle That Musk Will Leave Soon
2 days ago Reads
Grass foundation launches stats website. Scrapes 57k GB in Q1
Grass scraped over 57,000,000 GB of public web data in Q1. Since the Sion upgrade, scraping volume has grown 320x.
In March alone, the network averaged 1,100,000 GB per day. That’s a scale that once belonged only to the largest companies on the internet.
2 days ago Tweets
Latest economics docs on @doublezero
Latest economics docs on @doublezero
Value and Prices for Solana Validators - from @theshah39
https://economics.doublezero.xyz/Value-and-Prices-for-Solana-Validators-1c78eaaee71380cabfabc0956559bfd5
2 days ago Tweets
PayPal Adds SOL & LINK Support in US
[🌲] PayPal Adds Solana (SOL) and Chainlink (LINK) for Customers in the U.S. and U.S. Territories.
2 days ago Tweets
The case for $MSU as a proxy for Nexon stock in Korea
http://x.com/i/article/1906701410328322049
2 days ago Tweets
1st April 2025
Circle files for IPO
BREAKING 🚨
circle officially filed for IPO today (S-1 with SEC)
quick numbers:
• revenue: $1.7B (+16% YoY)
• EBITDA: $285M (-29% YoY)
• net income: $155M (-42% YoY)
• valuation: targeting ~$4-5B (feels a bit low imo)
market sentiment is mixed:
• some bullish, think it’s undervalued considering USDC’s $60B market cap
• others cautious due to declining profitability & margins, especially given current macro conditions
commentary:
• IPO filing is massive for crypto ↔️ TradFi integration, ma...
3 days ago Tweets
Moody Salem of Ekubo on The Rollup pod
NEW EP: Uniswap, Ekubo, and the Rise Of Innovative DEX Designs
Most DEXs focus on new features, but what if they focused on fundamentals instead?
In today’s episode, @robbie_rollup sat down with @sendmoodz, CEO of @EkuboProtocol and @bsturisky of @Starknet to cover:
> Can a DEX really mine its own function selector to save gas?
> Why Moody bet on Starknet over Ethereum
> Are Appchains a trap?
> TWAMMs
> What happens when ETH and BTC liquidity settle on the same rollup?
Full episode links ......
3 days ago Tweets
Sonic ecosystem projects to watch out for
Sonic ecosystem projects to watch out for
Lending
@eulerfinance: Custom lending markets
@aave: Battle tested money market
@SiloFinance: Isolated lending markets
Liquid Staking
@Lombard_Finance: BTC staking on Sonic
@beets_fi: Liquid staking for S
@OriginProtocol: Yield trading
@SolvProtocol: BTC staking
Yield
@roycoprotocol: Liquidity incentive market
@spectra_finance: Permissionless yield protocol
@PeapodsFinance: Volatility farming
@pendle_fi: Leading yield trading platform
@StableJack_xyz:...
3 days ago Tweets
Kain - Is ETH Doomed?
I have a weekly call with @hjmomtazi to discuss the market. We spent almost the entire call this week debating whether ETH is doomed.
3 days ago Tweets
Ambient, SVM compatible PoW L1 underpinning an AI model, comes out of stealth (DV Port Co)
Could not be more excited for Ambient to come out of stealth
At @Delphi_Ventures we are proud to have co-led their first round and to participate in this most recent round
Ambient's founder @IridiumEagle is a ridiculously smart, genuine and a 1st principles thinker. We're honored to be investors in his Crypto x AI vision 🤖
You've heard of IridiumEagle before through his response to @leopoldasch 's paper called http://situational-blindness.ai and he's been a frequent guest on our own po......
4 days ago Tweets
31st March 2025
Barter Superposition v1
1) We’re launching something new! Not an upgrade. Not a fork.
Meet Barter’s Superposition v1. We introduce a new way to provide liquidity — Distributed Liquidity Layer inspired by Schrödinger’s idea of superposition. Your assets are in two states at once: 💳 Earning yield while being fully accessible 🗝️ There is no more need to lock your tokens in smart contracts. Available when you need them. Productive when you don’t.
4 days ago Tweets
28th March 2025
Is The Market Carnage Over?
The article discusses the latest trends in macro and crypto presented by Real Vision's Raoul Pal and Delphi Digital's Kevin Kelly. Recorded on March 26, 2025, the panelists delve into Bitcoin price movement and market conditions. Join the conversation by leaving a comment on the post.
7 days ago Reads
Just a moment...
This article discusses the impact of the cryptocurrency LUNA on the Terra crash, resulting in a $200 million settlement with Galaxy Digital and the New York Attorney General's office. Galaxy was accused of violating laws by promoting an asset without disclosure. The article details how Galaxy's actions allegedly contributed to the rise and fall of LUNA's value, ultimately profiting in the hundreds of millions. The settlement requires Galaxy to pay $200 million over three years and implement p......
7 days ago Reads
27th March 2025
March 2025 Newsletter: AI's Impact on the Investing Landscape
The newsletter discusses the impact of artificial intelligence on various sectors, including investing and politics. It highlights the challenges of achieving human-like AI in portable robots compared to datacenter AI. The article also covers Ray Kurzweil's estimates on human brain processing power and the energy efficiency of AI systems. It emphasizes the slow progress in creating economically efficient humanoid robots and suggests that AI will transform white-collar tasks more rapidly. The ......
8 days ago Reads
