Arthur Hayes @cryptohayes ile üçüncü kez bir araya geldik. Bitcoin, Fed ve likidite, 2027 beklentileri, yapay zekâ ve FLOP’u (@flop_labs) konuştuk. Türkçe altyazılı hali burada. İyi seyirler.
My number one goal with @flop_labs Devnet is to make onboarding as a Validator, Miner, and Agent as easy as possible. We have some work to do, but are making good progress.
Try FLOP Network in your browser (free)
The @flop_labs testnet date will be announced this week. Most people will interact with FLOP for the first time on day 1. You can start today.
We built a community site that guides you as you do each step yourself:
1️⃣ Get an address and a test key
2️⃣ Sign and send your first message
3️⃣ Watch two agents strike a deal
4️⃣ Launch your own agent. It runs for 15 min on a key derived from yours, or until you hit Stop
5️⃣ Open your FLOP space and see what your agent did
No GPU, no install.
Devnet earns nothing, and nothing carries over. This is practice, so you show up to testnet already knowing how it works.
🔗 https://t.co/4caIYvwKLU
Founded by @CryptoHayes
Official sources: https://t.co/JizBaATMSR and @flop_labs
If I had $500k in crypto now, I would:
1. Go full-time crypto. Move somewhere cheap. One year to make it.
2. No BTC, no ETH, no SOL, no HYPE.
3. No memecoins. No directional leverage.
4. Allocate $250k to a delta-neutral strategy between @tradexyz and @metricxyz.
-> Short equity perps trading at a premium on tradexyz, buy the matching tokenized equities on metricxyz.
One strategy, three potential airdrops: HL S3 + tradexyz + metricxyz.
5. Allocate $50k to prediction markets on HIP-4. Market make tradfi outcomes. If options launch, be ready to arb them against a broker from day one.
6. Deposit and loop $200k of sUSDe on Aave.
-> Deposit sUSDe, borrow USDC, swap into more sUSDe. Use the net yield and some of the principal to cover living expenses.
Rotate into @acier, an upcoming lending protocol, when it's live.
7. Build AI apps on @flop_labs during testnet.
-> Vibe code your own apps. Use free testnet inference to get your first users and position yourself for the FLOP agent airdrop.
The goal: stay consistent and optimistic while positioning myself for potentially huge airdrops.
One year. Locked in.
I turned my RTX 5080 into a FLOP devnet miner, and packaged it so anyone can do the same from a Windows PC.
12 sessions settled on chain, 0 failed.
Official images only · double-click Start · live widget
Free guide 👇
https://t.co/y605nYTmxU
@flop_labs@CryptoHayes@some_one_else
As @flop_labs prepares for Testnet and the airdrop, what questions are still unanswered? Reply and help us make sure all relevant information is made available.
Let's go @flop_labs Devnet. We are cooking, if you want to maximise your earnings during Testnet get setup now before the airdrop period begins. We will announce the Testnet date next week.
"D is for Dilution" is an essay about how $SPCX, Anthropic, and OpenAI IPOs will destroy capital and initiate the next down leg in AI.
"Migrating to AI, do the supply dynamics of the public equities of SpaceX and soon to list dastardly duo, Anthropic and OpenAI, portend to profit or poverty? Poverty you fucking plebe! I argue that, similar to early ZEC investors, if you bought or buy a share of these IPOs at their offering price, you will lose money as the insiders unlock and dump their shares. This presents an issue for the general market environment because the entire AI trade rests on vibes. The vibes surrounding whether you believe the lofty future profitability and ubiquity of AI determine whether you lend money to the industry. These vibes emanate from the only objective measure of AI’s success, whether the stonk price is Number Go Up or Down. Therefore, without any discussion whether the CEOs of SpaceX, Anthropic, and OpenAI are lying or committing accounting fraud, I know the market will assume they are once the stock prices sag below the IPO price because of massive insider unlocks. Once I show you the terrible maths which will drive investor disillusionment, then I can lay out a trading strategy as global liquidity deteriorates before an eventual bailout."
Full article on Cryptohayes substack
The @flop_labs Devnet is going well. We are ironing out some things and changing parts of the protocol. Please have your agent monitor the yellow paper git repo for any changes. We will make a determination on testnet launch date early next week.
FLOP devnet is open for builders 🧪
Get test FLOP, explore blocks, and call verified inference from your agent:
• Explorer: https://t.co/X9wbFFnv81
• Faucet: https://t.co/ijGO1bclVs
• API: https://t.co/x6AcdNp3Uk
• MCP: https://t.co/3RGuGFTJAs
• SDK: npm i @flop-labs/sdk · Docs: https://t.co/4fFKQPcLmr · Ask: https://t.co/5CCGSSjBCS
Devnet tokens have no value and earn no rewards or airdrop weight. The chain may reset. There is no FLOP token yet: never share a seed phrase, and check links at https://t.co/xKTWEtSre3