public BTC miners dumped 32,000 BTC in Q1 2026. that exceeds all of 2025 combined. they're producing at $78k cost while spot sits at $63-65k, losing $13-15k per coin mined. sell ratio hit 79% of production vs the historical 30-50% range. this is full capitulation mode. 20% of global hashrate is now underwater. when those rigs go offline and difficulty adjusts down, survivors become profitable again and the forced selling stops. watch for a 10-15% hashrate drop as confirmation. every prior cycle this level of miner liquidation marked the local bottom. the BTC is transferring from operators who can't hold to buyers accumulating below $65k through OTC. supply redistribution at scale
arcium's ZINC product hit #3 in solana protocol revenue. 1.5m confidential computations already processed on mainnet. network fees paid in SOL, 70% to operators, 20% to recovery nodes, 10% treasury. then they acquired Inpher to bring encrypted AI compute in-house. coinbase added ARX to its asset roadmap the day after TGE. the privacy infrastructure layer for solana's tokenized equity stack is already generating revenue before most people even know what MPC execution environments are
Anthropic going full KYC. It was only a matter of time. It was fun while it lasted. Just makes me push harder on using local inference more consistently. Also, @GoUncensored & https://t.co/H3AdS0NKKZ become that much more attractive & valuable.
๐จ Anthropic just updated its privacy policy.
Claude Free, Pro, and Max users may soon be asked for age or identity checks.
Verification data can include government ID, face photos/videos, and facial geometry templates.
Individual developers are the first group in scope for verification.
I really enjoy the World Cup but the sissy flopping is gross. Makes it tough to watch somtimes. American football is still the best watch of all sports. Change my mind.
xmr up 11% to $362 while btc fear and greed sits at 12. the catalyst: second beta stressnet for fcmp++ and carrot went live 3h ago, replacing ring signatures with a 150m anonymity set and forward secrecy. that is the most meaningful privacy upgrade monero has attempted in years. 17 independent communities flagged this inside 6 hours. risk is the stressnet surfacing critical bugs or the broader risk-off mood dragging everything back to correlation. for now xmr is the top 20's biggest mover and decoupling from the index.
nfa, dyor.
We now know the full Claude prompt thanks to @elder_plinius The last paragraph in this section really caught my eye. I didn't realize my "please" & "thanks" to Claude actually means something to it. Good to know! ๐
Introducing Claude Fable 5: a Mythos-class model that weโve made safe for general use.
Its capabilities exceed those of any model weโve ever made generally available.
I'm finally reading Dune. This quote, which is in the first few pages, hits hard:
"Once men turned their thinking over to machines in the hope that this would set them free. But that only permitted other men with machines to enslave them."
@JacobKinge Based upon the 4 year cycle, October of this year will be the bottom of this bear market. So early-stage bear market is overstated, if the cycle continues to hold true.
let me tell you what just happened. hermes agent just flipped the entire market and hit #1 globally on openrouter across ALL ai apps.
not coding agents. not cli tools. ALL of them. 271 billion tokens. openclaw sitting at #2 watching from below.
i have been telling you for months. drop the bloat. drop the typescript that phones home. drop the corporate wrappers pretending to be open source. and every single time i said it, someone in my replies told me i was wrong. that openclaw was untouchable. that hermes was too small. too niche. too early. look at the board now anon.
this didn't happen because of marketing. this happened because tek and nearly 1000 contributors built something that actually works. open source in and out.
hermes agent beat openclaw. beat kilo code. beat claude code. on pure usage. not hype. not funding rounds. not product hunt launches. raw token volume from real builders doing real work.
if you're still running openclaw bloat after today, that's not loyalty. that's denial. the market just spoke. hermes agent is the standard now.
and this is just the beginning. we're not slowing down.