What people don’t understand yet and what’s not priced in with with Worldcoin $WLD & @sama:
- OpenAI will use the World App as the operating system for its upcoming phone designed by Jony Ive
- World ID will be the Apple ID of all of OpenAI hardware products
- ChatGPT will migrate to World App
- OpenAI phones will be sold at the World Stores exclusively
- Codex will let users code apps for world directly on their phone
- WLD will be a discounted payment option for usage of ChatGPT
That’s why $10 is a modest target.
$100 is not unrealistic if this unfolds.
A16Z Got in at $1.24 and they still have their bags.
Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days.
His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI."
This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now.
The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
Introducing SupraOS.
It's basically blockchain enforced AI agent management with a slickkk UI. And you self-host it like OpenClaw with end to end encryption (you own all your data).
Alpha Launch starts tomorrow 4/20,
only 100 seats. Public release maybe a week later.
Stay tuned to our socials for more information.
We imagine a world where we all have 10-100s of agents being of service to us across ALL Life Areas we care about. And that the organizations of the future will be AI-centric too.
SupraOS is an answer to cryptography enforced AI Governance. Supra L1 will engage in decentralized AI training as well via SupraOS users. Some SupraOS users are going to build empires, I imagine...
We're entering an entirely new world!
It's exciting, and as long as you have the right tools, harnesses, and scaffolding to leverage AI, you're going to accomplish more than you ever imagined.
We'll be open sourcing SupraOS, its around 300K lines of code, it'll be available to you for FREE.
Cheers frens!
Big news! Last Friday the SEC officially dismissed its enforcement action against me and against DeSo.
This was the last legal issue I had to deal with and I am now completely and totally free to innovate and build again, unhobbled for the first time in years.
Three important points:
1) This dismissal was NOT a settlement. It was "without costs or fees" to me or anyone involved (extremely rare) because there was no wrongdoing and no actual aggrieved parties.
2) This dismissal was "with prejudice" (also rare). This means they can't bring any related action back against me or DeSo in the future.
3) In the SEC's own words, it was based on "a reassessment of the evidentiary record," meaning the actual facts regarding my innocence were heavily scrutinized and drove the decision.
Simply put: The government made a mistake in bringing this case in the first place.
The government accused me of misleading an investor who I knew I had a great relationship with, as in they backed me two separate times and I literally had breakfast with them at their house not long prior to the charge. As a result, soon after the charge I found out that not only were they not upset with me, but they wanted the government to go away as badly as I did. As I understand it, the government compelled the investor to do an interview and then took their neutral testimony and represented it as adversarial. It was an alleged fraud with no actual misrepresentation nor any actual aggrieved parties. My lawyers said they'd never seen anything like this, and I think it speaks to how dogmatically anti-crypto the prior administration's SEC was.
In the coming days and weeks, I will be hopping on some podcasts to tell the whole story, and boy is there a story to tell. Stay tuned, and if you know anyone who'd like to have me on as a guest please reach out.
I'm also excited to start sharing more about what my team has been working on soon. We haven't been twiddling our thumbs.
For now, though, I just want to explain why DeSo is so important to me. DeSo is still the only platform on the internet where you can post content directly to a blockchain without fear of censorship, and where you can monetize your content directly with crypto (including stablecoins). It's really quite shocking how in 2026 we not only have virtually no viable alternative for this clearly-important category, but also other important efforts are actually shutting down. The world needs more people working on decentralizing social media, not less. I'm excited to finally be able to share our vision directly again, and to start bringing more people who care about freedom and censorship into our community. What we have built with DeSo is something people take for granted until they really need it, but hopefully we can convince them sooner than that.
Lastly I want to say how grateful I am to everyone around me. My family, my friends, my backers, and everyone in the DeSo community. For me, this experience showed me just how trusting, loyal and caring everyone around me really is, and reaffirmed my belief that always trying to do the right thing really does pay off.
We're just getting started.
Shoutout @nadertheory & @desoprotocol team. Been watching @FocusDotXYZ for its hybrid orderbook + AMM design + decentralized social.
Ran into an issue after checking back in & fixed it immediately
Real innovation + responsive builders is rare these days. Combo worth watching
The Institutional DeFi roadmap details how the XRP Ledger is advancing toward everyday institutional use, with XRP at the center of settlement, FX, collateral, and onchain credit.
The blog covers what is live, what is coming, and how developers can build toward compliant financial workflows behind the scenes without adding complexity for users.
This year’s focus areas: lending, privacy, and permissioned onchain markets.
Read the full breakdown:
https://t.co/Bq09BSgPTY
Money will continue to be important with artificial superintelligence because we will still have private property, and private property necessitates money.
There will continue to be scarce assets like prime real estate, front row concert tickets, even NFTs with good provenance.
More and more people will be paid to play games and do other jobs that we think of as leisure now. Consider chess, one of the first intellectual domains in which AI achieved superhuman performance. People were saying chess was dead after Deep Blue beat Kasparov in 1997. Now, nearly 30 years later the chess industry is 5-10x bigger with over 3x the grandmasters.
There was a time when you couldn't trade stocks on your phone. Imagine explaining to someone in 2035 that back in 2025, markets closed on weekends and holidays.
Tokenization will unlock 24/7 markets, and once people experience it, they'll never go back.
It's the same story every time: access feels impossible until it's within reach.
Great to see positive market reaction to our Q3 report.
After watching and reading earnings of companies for 30 years, it’s interesting to learn and see the dynamics from the other side.
Would I ever sell DESO?
If I lost everything, my family was starving on the street, and DESO was literally my only asset left... I would take a loan against my DESO to feed them without selling DESO. 💎🙌