Alma Ahlström

head of coms @BeaconLayerHQ, writing a startup book w/ bloosmbury.
gen art fan girl. chaos-friendly, story-driven. grifter #256, rekt #6379

[Alma Ahlström @AlmaAhlstrom]

The mainstream read Kimi K3 precisely the wrong way.

They thought: China built a frontier model on the cheap. And it's far more efficient than our frontier models! Wow, I guess all that spending on compute was wasted. We won't need so much compute after all. Sell the chips.

But look at what has happened: in 48 hours, K3 was so popular they had to stop new signups. Because they ran out of compute to serve the model.

It's a textbook example of Jevons Paradox

Cheap, brilliant, open intelligence doesn't reduce the demand for compute. It causes demand to explode.

That's because cheap intelligence gets embedded in everything. People use it to do a billion and one things. The cheaper it gets, the more people want of it.

All that intelligence needs compute. We're nowhere near the top of this story. Not even close.

It's just that it's hard to imagine a world in which intelligence is truly abundant. But that world is coming. And the compute it will need is monumental.

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[Alma Ahlström @AlmaAhlstrom]

The strongest narratives are the ones backed by real usage.

@Aptos seeing DeFi emerge as its clearest traction point is a signal worth paying attention to.

Sharp conversation between @sachitakamura and @averyching on the @BeaconLayerHQ Podcast.

[BeaconLayer @BeaconLayerHQ]

“We focused on four core areas: finance, gaming, social, and entertainment — but DeFi on @Aptos has seen the strongest traction.”

@sachitakamura sits down with @averyching to unpack Aptos’ real-world use cases and why DeFi has emerged as the breakout category: the safety of Move, the composability that allows products to plug into larger protocols, and an ecosystem that is now beginning to hit meaningful momentum.

[Alma Ahlström @AlmaAhlstrom]

No crying in the casino $REKT Tradooors

Waking up to collectors in shambles because the team hasn’t released info in checks watch… 24 hours.

Y’all would have never made it in 2021.

Learn to HODL with patience & trust that @osf_rekt / @iliketabz have a plan.

[Jamie @scotchjay]

No crying in the casino $REKT tradooor

[Alma Ahlström @AlmaAhlstrom]

The alpha on @fomo is still cat coins

$Bosscat in CONTROL
$LQC will remain low quality
$HMM is thinking hard

That’s my trading thesis.

[Alma Ahlström @AlmaAhlstrom]

ethereum:0xdd3b11ef34cd511a2da159034a05fcb94d806686 World Domination

[OSF @osf_rekt]

all of our net subscription proceeds from @RektMkts go towards accumulating $REKT

got a juicy one coming up for when funds clear

[Alma Ahlström @AlmaAhlstrom]

@osf_rekt lfggg

[Alma Ahlström @AlmaAhlstrom]

Some founder stories start with a pitch deck.

@michaelh_0g’s started with being bored at school, hanging around his dad’s SAP Lab, and getting obsessed with the internet.

@kenzi_mori got the timeline behind 0G — this part was too good not to clip.

[BeaconLayer @BeaconLayerHQ]

“After moving from Berlin to Silicon Valley, I found myself bored at a new school — so I started spending time at my dad’s SAP Lab: fast internet, endless reading, and the beginning of my love for technology.” Our host

@kenzi_mori sits down with @michaelh_0g (@0G_labs) to trace his origin story — from early curiosity and a growing obsession with tech to his path into Web3, and ultimately, the founding of his company.

[Alma Ahlström @AlmaAhlstrom]

Yeet Season 1 airdrop imminent MAYBE

What we think I’m getting out of my degen habits… cheeseburger or Wagyu steak

[Mando @rektmando]

Season 1 for @yeet ends soon

[Alma Ahlström @AlmaAhlstrom]

My QUANT is coming home lads

@rektmando on @RektMkts

If you haven’t joined Rekt Markets Pro what are you waiting for? Our Dads are back together and we about to position ourselves to print in the next bull run!

Sign up -> https://t.co/Gct6d7rJbS

[OSF @osf_rekt]

wen @rektmando on @RektMkts

[Alma Ahlström @AlmaAhlstrom]

interesting

[Rekt Brands @RektBrands]

Rekt Brands Inc. announces additional @RektCoin purchases.

Rekt Brands Inc. has acquired an additional 121.42B $REKT from @RektMkts net subscription revenue.

[Alma Ahlström @AlmaAhlstrom]

ethereum:0xdd3b11ef34cd511a2da159034a05fcb94d806686 World Domination

[Krutzky Trades @KrutzkyTrades]

HUGE double-header in the trenches day tomorrow

first, we chat w/ @osf_rekt

10a ET

streaming LIVE here & the @fomo Discord

[Alma Ahlström @AlmaAhlstrom]

What does this look like after 90 days? Most of CT doesn’t dare look forward that far but smart money has done the math.

@ponsdotfamily is undervalued! My quant OSF on @RektMkts has told me so.

[Pons @ponsdotfamily]

Pons has crossed $2,000,000,000 total trading volume.

Over 26% of the $PONS supply has been burned.

The Pons platform has been live for less than 1 month.

Thank you to every creator, trader, and partner who made it possible.

[Alma Ahlström @AlmaAhlstrom]

Are we finally in the bear market healing phase? Sideways consolidation for months would still be better than down only.

[TylerD 🧙‍♂️ @Tyler_Did_It]

$865M in net inflows for the BTC ETFs this week

Biggest week in 4 months

[Alma Ahlström @AlmaAhlstrom]

We got a cultural defining brand in @rektdrinks | For the FEARLESS

[Liv ⭒ @degentalks]

Let’s take it back to a time when we were SO MUCH IN LOVE with who we are becoming 🤍

Thank you @rektdrinks for keeping me hydrated throughout the journey 🫡

[BeaconLayer @BeaconLayerHQ]

“What happens when someone inside one of the most iconic retail platforms of the last cycle sees its limits up close?”

@kenzi_mori speaks with @jayendra_jog, Co-Founder of @SeiNetwork, to trace the path that took him from the early days of @RobinhoodApp in Palo Alto — through hypergrowth, the IPO era, and the shock of the GameStop moment — to building in crypto.

They discuss how witnessing the mechanics and constraints of traditional financial infrastructure firsthand reshaped his thinking, why the suspension of buys during one of retail’s most defining episodes left such a lasting impression, and how that experience ultimately pushed him toward systems designed to be more open, more resilient, and less dependent on centralized control.

[BeaconLayer @BeaconLayerHQ]

“High-performance infrastructure only matters if it expands what users can actually do onchain — and makes that experience accessible at scale.”

@sachitakamura sits down with @jayendra_jog, Co-Founder of @SeiNetwork, to examine why parallelized execution is becoming increasingly important for the next generation of onchain applications.

From trading and DeFi to high-frequency user activity that simply breaks in low-throughput environments, they discuss how lower fees and greater execution capacity can fundamentally reshape the user experience — especially for smaller participants who are otherwise priced out.

They also explore how this plays out in practice through projects like Bancor’s Carbon DeFi, where Sei has emerged as the ecosystem driving the strongest activity and volume, underscoring how performance advantages translate into real adoption.

[BeaconLayer @BeaconLayerHQ]

“Virtual machines are like cities — once they reach critical mass, they become magnets that are incredibly hard to displace.”

@dikshananduri catches up with @jayendra_jog, Co-Founder of @SeiNetwork, to unpack this idea at a deeper level — why systems with flaws can still dominate simply because that’s where the activity, liquidity, and people already are.

From New York and San Francisco to onchain environments like the EVM, they explore how network effects compound over time, why newer ecosystems struggle to pull users away even with better tech, and what it actually takes to break that inertia.

[BeaconLayer @BeaconLayerHQ]

This week’s episode features Jayendra Jog (@jayendra_jog), Founder of @SeiNetwork.

We dive into Jay’s journey from traditional finance at @RobinhoodApp to building Sei Network, and unpack how his view of markets, users, and product feedback shaped the way he thinks about blockchain infrastructure.

The conversation explores the parallels between established cities and virtual machines: why dominant systems like the EVM are so difficult to displace, what makes developers stay, and what it actually takes for a new ecosystem to earn attention.

We also dig into the need for higher throughput in Web3, how parallelization can help solve today’s performance limits, and why scalability matters if crypto applications are going to serve real users at a much larger scale.

Jay also reflects on the role of memecoins, not just as speculation, but as community-driven movements that can reveal how culture, attention, and network effects form onchain.

[BeaconLayer @BeaconLayerHQ]

Last week you might have seen Jesse's post about an agent called Oracle by Noice.

It read: if you like this tweet, you buy Oracle. Whether it worked for you isn't important — it's what Oracle envisions that you should pay attention to.

But first let's understand exactly what Oracle is and how it works.

~~ Analysis by @kenzi_mori ~~

Developed by the @noicedotso team (the same group behind the viral tipping app on Farcaster), the oracle @noiceagent is a new solution for buying predetermined amounts of whitelisted Internet Capital Markets (ICM) tokens across Base and Solana directly on Twitter by simply liking or replying to a tweet from oracle agent which mentions a specific ticker.

(Tokens are whitelisted when the agent tweets about them, and can be submitted for consideration via DM.)

Of course you need to set the agent up first which can be done on their website:

- You connect your Twitter
- Fund your wallet on Base or SOL
- Set the default buy amount, just like you would with Noice previously
- Start liking Oracle's tweets to buy tokens

There are two types of buys: regular spends, triggered by liking tweets, and super aligned buys, triggered by commenting "aligned" under an Oracle tweet.

The platform also has its own token, ORACLE, which is paired with NOICE. The Noice team has stated that the ORACLE token is simply meant to be a proving ground for the platform, rather than the central component of it. However, it does operate from a $20K treasury, charges a 1% swap fee on both likes and "aligned" buys, and uses all realized profits and fees to buy back and burn ORACLE.

While eliminating friction may be interesting to some, what has my attention here is how Oracle looks set up to be an emerging curation layer.

In its vision, Oracle details an upcoming scout program, where users can tag Oracle to identify new founders for Noice and earn from successful referrals. Selected founders, in turn, would be able to launch tokens directly through Oracle and embed buy actions into their own timelines, just like we can now do with Oracle.

Further, given the @jessepollak beta trial, I expect this could extend to not just founders, but also to CT personalities, though I could very much be wrong.

Closing Thoughts

While Oracle is a fun mechanism, I still hold skepticism, given that similar experiments, most notably Solana Blinks, tried to embed blockchain-native actions into Twitter and failed to take off.

Granted, Blinks did depend on stricter user requirements, including Phantom installation and specific feature toggles, which may have limited its reach. Oracle's simplicity could give it a different trajectory.

That said, beyond taking a shot on a bigger court, a defensible instinct, I'm still unsure why Noice prioritized Twitter over @farcaster_xyz, which feels structurally better suited to this behavior and is also where Noice has already shown traction.

Overall, Oracle reads as a proof of the (seemingly) most promising development trends in crypto right now: AI and internet-capital markets. It emerges from genuine momentum and demonstrates the expansion a team can pursue once they've developed a product actually in demand. I'm excited to see what will come.

[BeaconLayer @BeaconLayerHQ]

After 7 years, Aztec’s Ignition mainnet is live.

Yet zero transactions or apps work yet. The chain is deliberately empty – because true protocol-level privacy can’t be rushed.

Here’s how this phased, decentralization-first launch positions Aztec as the leading private L2 on ETH👇

~~ Analysis by @SachiTakamura ~~

What's Actually Running

Think of Ignition like Ethereum's beacon chain from 2020. The governance and consensus infrastructure is operational, but the execution layer remains offline. The team is running what amounts to a live stress test with real money on the line.

Each sequencer staked at least 200K $AZTEC tokens to participate. They're producing blocks, provers are generating validity proofs, and the whole system is settling on Ethereum, just without any transactions.
The goal of running Ignition with real economics for 2-3 months will (hopefully) surface any remaining issues before transactions go live in early 2026, while setting the network up to be decentralized from day one.

The Decentralization Push

In Aztec's eyes, launching an L2 with a centralized sequencer from the get go rarely translates to decentralization down the road.

Centralized sequencers generate $40-150M annually in fees. Once you're locked into those cash flows, decentralization means making transactions slower and more expensive. The tension never resolves.

Instead, @aztecnetwork will launch fully decentralized from day one across three dimensions:

➢ Ownership is decentralized through $AZTEC token holders who control network parameters, fee schedules, and protocol upgrades.

➢ Block Production runs through 617 decentralized sequencer nodes using proof-of-stake. These nodes order transactions and produce blocks. To prevent any single party from gaining control, a small committee of sequencers is randomly selected to validate blocks before they are submitted to Ethereum.

➢ Proving is permissionless from the get-go. Provers generate the zero-knowledge proofs that cryptographically confirm all transactions in a batch are valid. They aggregate blocks and submit a single, final proof to Ethereum for verification, guaranteeing the integrity of the entire rollup.

When transactions go live, Aztec will qualify as a Stage 2 rollup, the highest decentralization tier for L2s. Most chains have pushed boundaries in one direction. Hitting all three pillars simultaneously is rare.

In Aztec's eyes, decentralization isn't optional for privacy. Centralized sequencers would face pressure from governments to install backdoors. Privacy requires cryptography plus decentralization, not one or the other.

What Happens Next

There are two major upcoming events, one technical and one token-related.

On the technical side, Ignition will remain live for 2-3 more months with sequencers producing empty blocks while the team monitors for issues. Early 2026 is when transactions flip on. Users will be able to send payments, deploy smart contracts, and interact with applications. By the end of 2026, block times should drop from the current 36-72 seconds down to 4 seconds, faster than Ethereum's 12-second blocks.

On the token side, the pre-allocation for the $AZTEC token sale is currently live, with the sale beginning December 2nd and running for 4 days. The sale uses @Uniswap's continuous clearing auction mechanism, meaning if you bid early, part of your bid clears at early prices and part clears later. This levels the playing field between early and late participants while letting price discovery happen naturally. When the auction ends, it automatically creates a Uniswap V4 liquidity pool at the final clearing price.

To participate in the sale, you must register prior to December 2nd.

For compliance, Aztec is using @ZKPassport, enabling people to prove cryptographically that they're from allowed jurisdictions and not on sanctions lists without traditional KYC. The sale is open to US retail and nearly every country worldwide, with the exception of sanctioned countries on the standard OFAC list.

The current 500 sequencers already staked $AZTEC tokens they purchased in a whitelisted genesis sale. They're earning rewards in $AZTEC right now. However, all tokens, whether from the genesis sale, the current public auction, or insider allocations, are non-transferable until Token Generation Event (TGE).

There is no set date for when TGE occurs, rather the community votes on it. However, the earliest date it can go live is February 11th, 2026. Once TGE happens, tokens purchased in the public auction unlock 100%.

7 Years in the Making

Overall, Ignition and the $AZTEC token sale demonstrate both the complexity of successfully executing privacy, as well as the extent to which Aztec is going to get this right.

First you have the need for decentralization from the get-go to ensure privacy endures, a feat unaccomplished by countless L2s launched so far. Then you have the tension between privacy and compliance, which the token sale's integration with ZK Passport helps solve.

Regardless of how mainnet goes, and I'm hopeful all goes well, this launch process shines as a testament to diligent design, demonstrating that forces like decentralization, privacy, and compliance can all coexist

[BeaconLayer @BeaconLayerHQ]

Selling crypto to cover expenses hurts: you trigger taxes and lose exposure.

DeFi borrowing fixes both. Instead of selling your ETH, lock it as collateral, borrow USDC instantly onchain, spend like cash, and stay long — no taxable event in the U.S.

And now, do this directly through Coinbase👇

~~ Analysis by @punk0360 ~~

This is an integration I can happily recommend to my family and friends, as @coinbase is one of the most trusted and easy-to-navigate crypto exchanges, while @Morpho is one of the most proven and dependable DeFi lending protocols.

With this integration, you can now borrow against your ETH without leaving the comfort of the Coinbase app. Assuming you already have some ETH holdings on Coinbase, you just:

1. Click on your ETH balance to bring up your Ethereum dashboard.

2. Scroll down to the "Borrow" tab and press "Start."

3. Review the primer info—your Borrow up to amount (based on your ETH deposited to Coinbase), the Variable rate (the fluctuating interest Morpho will charge on your loan), and the Liquidation LTV (the "loan-to-value" point at which your underlying ETH could be liquidated for repayment)—and then press "Continue."

4. Input the amount of USDC you want to borrow, then click "Review loan."

5. Check that your loan details are satisfactory. When ready, press "Borrow now," then "Accept and continue." Your loan will be submitted, though it may take a minute or two to finalize in Coinbase's UI.

That's all it takes to get started!

If you open a loan, navigate to your Coinbase "Cash" tab and in the "Borrow" section you'll see a "Manage Loans" button. Go here for the "Repay" option to pay back the USDC you borrowed over time.

These ETH-backed loans have a flexible term, so you don't have to pay back specific amounts per a specific schedule. Just repay whenever in whatever amounts suit you, though keep a close eye on your loan health to avoid liquidation.

Also, keep in mind that USDC borrowed on Coinbase can't be used for buying crypto on Coinbase, so this particular avenue is meant for cashing out and spending.

As far as DeFi onramps go, this integration is about as simple and safe as it gets. If you or someone you know hasn't gotten around to borrowing against ETH yet, this is certainly a good place to start.