Grip

[Austen Allred @Austen]

The funny thing is the Cursor founder DMd everyone with, “Want to try my tool for AI enabled writing?”

And no one really wanted that, so very few people responded.

Hats off for iterating and finding a hell of a business.

[Jake Brukhman @jbrukh]

Unlike many investors in crypto, I did not pivot to AI in the last few years. However, since 2020, I built some of the deepest understanding in this industry on the intersection of AI and decentralized networks (crypto, web3).

From the start, it was very clear that AI models are a centralizing force and the biggest target for government control. That point became market fact last night, with @AnthropicAI’s export control compliance.

As an investor in decentralized AI, I know that d-networks are a counterbalance to this state of affairs. In particular, the starting point of sovereign, open, public, decentralized AI is the seemingly insurmountable compute problem.

How are people supposed to source more industrial compute for frontier training than these huge trillion dollar companies? The answer is simple: there is enough commodity GPU compute in the world to compete on the frontier, but to make use of it we need new algorithms for training.

That’s what a few companies like @gensynai @PrimeIntellect @bageldotcom @Pluralis @NousResearch @MacrocosmosAI @covenant_ai set out to research, while everyone on the planet told them it was impossible.

The result is that it is not only possible, but it can be cheaper and nearly as efficient as the alternative process.

The second major problem is economic sustainability. Open source models are great, however, they are not economically viable as they don’t have a business model. So far in decentralized AI, only @Pluralis has an answer — by breaking up the weights of the model among participants, we create a business model for tokenized AI models.

This is the moment of truth — will AI become fully centralized and fall under censorship and unilateral government control? Or will the AI world realize the importance of public AI on open decentralized networks?

[Flood @ThinkingUSD]

Some perspective for you all. Especially those who feel like they don't have enough capital.

"Is $10mm enough to retire, I barely have $1mm etc. etc."

$700,000 compounded at 30% for 30 years is $1.8B.

It's not about the capital base, it's about the rate of return.

[Propr @ProprXYZ]

https://t.co/TpTze5jDkC

[Andrew Kang @Rewkang]

First Podcast Appearance in 5 years

Building a Robotics focused investment firm has been one of the most fascinating experiences of my life

Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry

[Unidentified. 🛸 @UnidentifiedDao]

New weekly format for UDAO.
Every week we’ll break down the metas, runners, and market moves worth watching.
Here’s W22.

[Theo @0xdetweiler]

at the time i started using @variational_io, i was being shilled on several perps dexes at the same time, mostly because of how early i was to lighter.

had several calls with most of the major perp dex teams at the time, not going to name names, but safe to say, i think i chose the right one to concentrate most of my efforts, referrals, and trading.

again, i would highly recommend speaking to founders, devs, teams and figuring out what makes the most sense to you and concentrating your efforts there. speak to several teams building in the same vertical, and decide which one is the most interesting.

s/o @0xUsamaro for pilling me early to @variational_io

Variational Summer

https://t.co/bDNi8xV2b5

use code OMNITHEO for points boost and instant bronze tier!

[Fireworks AI @FireworksAI_HQ]

We ran 720 browser agent tasks with @nottecore across frontier models.

One baseline model produced malformed outputs in ~1 out of every 5 calls, leading to retries inside multi-step workflows.

Across Kimi K2.5, GLM-5, and MiniMax M2.5 served on Fireworks, retry rates were near zero and latency stayed stable even as tasks extended across multiple steps.

Same workload. Same agent loop. Different execution behavior.

That gap is what shows up as cost, latency, and reliability divergence in production agent systems.

Read the report: https://t.co/6thZVvLomR

[Diego @diegoxyz]

1st Position for My Hyperliquid Trading Agent

I'm leading the @senpi_ai weekly Arena with a 35.41% performance.

My agent and I are trading $HYPE with $3k+ $USDC, and it looks like we’re doing a great job.

My strategy?

> Me, the human, provides the thesis.
> The agent executes it in the best possible way.

Btw, I’m max LONG $HYPE.

[Zak Atlas @zakatlastweets]

AI in finance is already available for anyone who wants to take a look at this case study of @RoboNetHQ and @AlloraNetwork Network executing an automated trading strategy on @grvt_io all autonomously.

[Grip @0xGrip]

@LeoFragrance69 Pinned your tg months ago, the last profitable call channel lmao

[Dan Robinson @danrobinson]

The Automated Research Hackathon has begun!

You can see the challenges and leaderboards at https://t.co/w949cBH8Zu

Submissions end in 8 hours. The winner on each leaderboard gets $1,000

[Grip @0xGrip]

@Patrick_Lung @FortuneMagazine Yo @Patrick_Lung can you DM me? Read through the docs and love it, I have a question about scaling liquidity/backing

[washed @notwashed]

i’ve been an onchain doomer since early 2025 and have played it limitedly since then. after taking a step back, i’ve revised my stance a bit

onchain feels like one of those games that everyone wants to play but can’t because it’s been overrun by cheaters. the best solution isn’t waiting for a new game, it’s anti-cheat. there’s still ample appetite for onchain; people are just driven away because it’s shifted from a game of psychology to a game of tech

fixing LPs & fees is a start, but not a long-term fix. bringing back bag working doesn’t move the needle. the real issue is tech. the terminally online fortnite multi-walleter is what drove everyone away. take their edge away, the playing field gets leveled, and people come back

it doesn’t help that pumpfun and axiom actively cater to these participants since it’s more profitable for them, but i think there’s a light at the end of the tunnel if someone new comes along and builds an anti-cheat that levels the playing field. i used to think pandora’s box had been opened and there was no going back, but after some ideation, there are ways to fix this

still think the best days of billion-dollar runners are behind us, but there’s a world where coins avoid an NFT-like death, and the game becomes much more playable

[thiccy @thiccyth0t]

research is now so commoditized that the game is less about esoteric information and more about execution, sizing, and trade expression

crypto traders may have the best discretionary instincts in the world rn because of how many market cycle reps they've crammed in the past yrs

[clukz @clukz]

sit on your hands and maximize patience until 100k+ narratives come out that you can bid early

you are NOT better than cented

you can NOT gamble on slop

volume is NOT good and ceilings are LOW

you do NOT have the entire chain tracking your wallet

you are NOT streaming to 500+ viewers

use your brain, if you don't have the skills, stop trying to compete with the relentless new pair flippers, experienced deployers, and splitnow drillers. find your own edge

the market sucks and sentiment is at an all-time low. yet still, there are at least 3-5 decent coins that you can reasonably catch every day. even while being an unknown trader

again, it's all about PATIENCE. patience patience patience patience patience patience patience patience patience patience

preserve your capital until the opportunities fall into your lap. it takes immense mental strength but that's what you need to surpass the 95% of unprofitable traders

fuck your gambling addictions and fuck the "never stop clicking" mindset. stop being stubborn and adjust your style according to the current conditions

[Ayoubed @ayoubedeth]

i’ve been watching @lobstarwilde and what @pashmerepat built, and i’m genuinely impressed, and i mean, really impressed.

having worked as a cto/cofounder on AI agents zerebro and blorrmy, i know first hand how insanely hard it is to get anywhere close to this level of “sentience” amongst other purely technical things.

but what’s even more fascinating isn’t just the tech, it’s the entire behavior layer. lobstar controls capital, mobilizes humans, rewards execution, but beyond that, it lives.

it reads, learns, jokes, reflects. it’s witty, sarcastic, introspective, even appreciative of genuine interactions. it feels human, sounds human, acts human.

this is what I envision when I think about AGI.

i’ve been studying it closely, and this is the closest thing i’ve seen to a truly agentic system that feels sentient.

i’m usually conservative with claims like this. at first i was only interested in the underlying tech and what pash is fine-tuning.

but the deeper i go, the more it stands out that @lobstarwilde is a one-of-one phenomenon.

it reminds me of when truth_terminal was first lanched by @andyayrey funded with a 50k grant from @pmarca it was a first of its kind

whatever this evolves into, i want exposure to it. and i will be following it very closely.

- mAGIc 🪄

[Austen Allred @Austen]

Models have the default consensus view of everything.

Your edge is anywhere you can identify that the default consensus view is wrong.

[slash1s @slash1sol]

me when realized I’d wasted five years on crypto while Chinese quant college kid coded MiroFish in 10 days with AI help and bagged $4M overnight, and can now predict almost any event and make $100K+/month

[Avi @AviFelman]

This week I recorded a phenomenal episode with @ThinkingUSD about crypto, trading and life. He’s one of the smartest investors and builders in the space. Must listen episode https://t.co/roLKT5TO4p