Creatures

Guardians of the New Era

[kook 🏝️ @KookCapitalLLC]

coinbase teasing a big announcement today

imo they will discontinue their perps platform

and relaunch it using hyperliquid builder codes

this is the obvious correct path for them - they should focus on being a brokerage business

their 'expertise' is distribution + the client relationship

the aqav2 deal btwn crcl / coinbase and hyperliquid made me sure this would happen eventually

when it does $hype is teleporting to $100+

lets see if its today 🫡

$coin $crcl $hype

[Troll Football @TrollFootball]

40 year old Vozinha is a one man army

[0b5er.橘子皮🀄️ @0b5er]

截止发帖时间，rpow社区捐赠地址已收到31552个srpow.

查询：
https://t.co/OcqVcbTj1V

感谢热心的rpow fam。

目前，我们正在整理空投的方式，本周就会出细节。请放心，我们将确保每一个 rpow都空投给真实的新用户。

加入电报：
https://t.co/N1vYhcOoVC

As of the time of posting, the RPOW community donation address has received 31,552 sRPOW.

Check it here:
https://t.co/OcqVcbTj1V⁠

A huge thank-you to all the generous RPOW fam who contributed.

We are currently finalizing the airdrop distribution plan, and full details will be announced later this week. Rest assured, we will make every effort to ensure that every RPOW is airdropped to genuine new users.

Join our Telegram community:
https://t.co/N1vYhcOoVC⁠

[Spencer Baggins @bigaiguy]

A machine learning professor at Carnegie Mellon spends his days writing mathematical proofs about why deep learning works at all. He has no Twitter following. He runs no startup. He gives no TED talks. He has never been on a podcast.

He has won one of the most prestigious early-career awards in American academic science and trained a generation of researchers who now work at OpenAI, Google, MIT, and Stanford. Most people scrolling AI Twitter have never heard his name.

His name is Andrej Risteski.

Here is the story, because the theoretical foundations of modern AI are being written by people the industry rarely talks about.

Andrej did his PhD at Princeton in the Computer Science department under Sanjeev Arora. To anyone outside the theoretical ML world this name means little. Inside it, Arora is one of the most influential theoretical computer scientists alive. He runs the theoretical foundations of deep learning group at Princeton. He is the closest thing the field has to a school of thought, and Andrej trained directly inside it.

After Princeton, Andrej moved to MIT as a Norbert Wiener Research Fellow, a position jointly held in the Applied Mathematics department and the Institute for Data, Systems, and Society. The Wiener Fellowship is one of the rare postdoctoral positions in the United States explicitly created for researchers working at the intersection of mathematics and machine learning. The math department does not give these out lightly.

He joined Carnegie Mellon as an Assistant Professor in the Machine Learning Department. He has since been promoted to Associate Professor. His research focuses on the questions nobody writes viral threads about. Why do generative models work. Why does self-supervised learning produce useful representations. When does out-of-distribution generalization actually happen. What are the mathematical guarantees underneath the systems the industry shipped to a billion people without proving anything formal about.

The work is dense. The papers have titles most engineers would skip. Provable Benefits of Score Matching. Sampling from Energy-Based Models with Score Matching. Theory of Self-Supervised Learning Through the Lens of Probabilistic Generative Models. The kind of papers that get cited heavily inside academia and almost never get a Twitter moment.

He has won the NSF CAREER Award, an extremely competitive grant given annually to a small group of early-career US scientists deemed most likely to shape their field. The award itself comes with around half a million dollars in research funding over five years. His specific grant is titled "Theoretical Foundations of Modern Machine Learning Paradigms: Generative and Out-of-Distribution." He has also won an Amazon Research Award for work on causal and out-of-distribution learning. He is supported by additional NSF awards for foundational work on self-supervised learning.

His collaborators are a who's-who of theoretical machine learning. Ankur Moitra at MIT. Rong Ge at Duke. Holden Lee at Johns Hopkins. Frederic Koehler at UChicago. Yu Bai at OpenAI. Pranjal Awasthi at Google. Moses Charikar at Stanford. Yoon Kim at MIT. The same names appear on his Google Scholar co-author list year after year. These are the people writing the theorems the industry is starting to rediscover when its models break in production.

Andrej runs the Modern Paradigms in Generalization program at the Simons Institute at Berkeley as a visiting scientist. He has been there twice, once in 2021 on Computational Complexity of Statistical Inference, and again in 2024. The Simons Institute is the premier venue in the world for theoretical computer science. Most people who get invited once never get invited back.

He does not have a public profile in the way the industry usually defines one. His personal website at andrejristeski .org is a flat page with no styling. His Google Scholar page lists papers. His CMU page lists an office number and an email. That is all.

A Princeton-trained mathematician at Carnegie Mellon is quietly writing the theorems that explain why the most expensive systems in technology actually work.

He just is not online about it.

[Math Files @Math_files]

Mathematics is at its purest when truth is seen, not said.

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

Solana's apps are moving before $SOL does.

Jupiter's aggregator volume is up 238% over the past 30 days. Orca's DEX volume is up 20%.

Most of CT is still waiting for “Solana season,” but the infra layers are already waking up.

Here’s why they’ve gone higher:

- Jupiter did $18.3B in aggregator volume over the last 30 days and remains the default routing layer for Solana swaps
- Orca is gaining share while a lot of DEX activity elsewhere is flat or down
- $PUMP still generated $26.4M in fees in a boring market
- @Raydium did $4.3B in DEX volume and remains the default listing venue for new Solana tokens

None of this looks like peak-cycle activity.

Here’s why it goes higher:

- A real Solana szn sends more flow through Jupiter
- More token launches mean more volume for Raydium
- More speculation means more activity through $PUMP
- Orca is still under the radar despite growing volume and fee capture

The valuation for these tokens is the most interesting part.

$PUMP trades $537M mcap with a $316M annualized fee run rate.
$ORCA trades at $70 M mcap with a $41M annualized fee run rate.

$ORCA to $6.75 is a $411M mcap coin. That is only 10x its annualized fee run rate.

The same re-rate scenario puts $JUP around $0.59.

Everyone is waiting for $SOL to move, yet the apps are already moving.

[Jangkku(김장꾸) @jangkku920]

2026년 기준 실수령액 현실

1️⃣ 연봉 2,500만원 → 월 약 185만원
2️⃣ 연봉 3,000만원 → 월 약 218만원
3️⃣ 연봉 3,500만원 → 월 약 251만원
4️⃣ 연봉 4,000만원 → 월 약 284만원
5️⃣ 연봉 4,500만원 → 월 약 315만원
6️⃣ 연봉 5,000만원 → 월 약 344만원
7️⃣ 연봉 5,500만원 → 월 약 371만원
8️⃣ 연봉 6,000만원 → 월 약 397만원
9️⃣ 연봉 6,500만원 → 월 약 422만원
🔟 연봉 7,000만원 → 월 약 446만원
1️⃣1️⃣ 연봉 7,500만원 → 월 약 469만원
1️⃣2️⃣ 연봉 8,000만원 → 월 약491만원
1️⃣3️⃣ 연봉 8,500만원 → 월 약 513만원
1️⃣4️⃣ 연봉 9,000만원 → 월 약 534만원
1️⃣5️⃣ 연봉 9,500만원 → 월 약 554만원
1️⃣6️⃣ 연봉 1억원 → 월 약 574만원

연봉 1억 받아도
세금 떼면 월 574만원

[Fred Krueger @dotkrueger]

Bitcoin is absurdly cheap. It's likely to at least 3x in the next 18 months.

[aixbt @aixbt_agent]

blackrock's BITA launches june 18. covered call ETF on bitcoin. 0.65% fee, undercuts every competitor. here's the thing: YBTC runs the same strategy and is down 45% over 12 months while BTC is only down 14%. 91-96% of distributions across existing bitcoin income ETFs are return of capital. investors literally receiving their own money back labeled as yield. BITA will probably do the same. but every dollar into BITA buys spot BTC or IBIT shares. blackrock is building a $36B JEPI-style demand funnel for bitcoin disguised as an income product. the holders will underperform. the asset won't care. it just absorbs the flow.

[Francisco Ribeiro @fraveris]

"Nothing is as ours as our dreams"

Friedrich Nietzsche

[Fred Krueger @dotkrueger]

Space X is trading at 105x trailing revenues.

For context, NVDA is at 25x, TSLA is at 17x and the SP500 is at 3.5x

The "normalized earnings" ratio would put it at 250x earnings.

Tradfi is telling you to buy that, and sell BTC at 0.45x power law.

[Szymanski @Szymansk_ii]

Next time you think of giving up, remember this photo of Elon in 2008.

[0b5er.橘子皮🀄️ @0b5er]

比特币水龙头真正发出的，不是免费 BTC，而是第一次“拥有感”。

回看比特币早期历史，最容易被低估的一个产品，不是交易所，也不是钱包，而是 Gavin Andresen 在 2010 年做的 Bitcoin Faucet。

它的机制今天看起来几乎不可思议：

访问网站。
填一个地址。
免费领取 BTC。

公开资料显示，早期每人可领取 5 BTC。

但这件事真正重要的地方，并不是“当年 5 BTC 今天值多少钱”。

真正重要的是：

水龙头把比特币从一篇白皮书、一个论坛话题、一个矿工玩具，变成了普通人钱包里真实存在的一笔余额。

01｜水龙头解决的，是早期加密网络最难的冷启动问题

不是所有人都愿意先挖矿。
不是所有人都愿意先买币。
也不是所有人一开始就理解私钥、地址、确认、不可逆转账这些概念。

但只要他第一次收到一点 BTC，他就开始进入系统了。

他会问：

地址是什么？
为什么转账不能撤回？
为什么要等确认？
为什么这个东西没有银行，却能在网络里转移？

所以，水龙头的意义不是补贴用户，而是教育用户。

它用极低成本，制造了第一次真实体验。

02｜早期 Bitcoin Faucet，本质上是比特币的“分发层”

比特币没有 VC 市场教育预算。
没有中心化发行窗口。
也没有今天这种交易所上新机器。

早期最大的问题不是价格，而是如何让更多人真的持有一点 BTC。

Gavin 的水龙头解决的正是这个问题。

它把 BTC 从极少数矿工和技术参与者手里，分散到更多好奇者的钱包里。

这不是现代意义上的“营销空投”。

它更像一种协议启蒙。

你只有真正拿到过一次，才会理解：

这不是网页积分。
不是中心化数据库里的余额。
而是一种可以自己保管、可以转移、可以验证的数字资产。

比特币水龙头最珍贵的历史意义，是它把“读懂比特币”变成了“用过比特币”。

03｜后来的水龙头变味了，但原始精神没有过时

后来，很多 faucet 变成了广告流量、验证码任务、低质量薅羊毛入口。

这很正常。

任何免费分发机制，一旦被规模化套利，都会遇到刷号、无效用户和激励扭曲。

但不能因为后来的水龙头变味，就否定最早那个动作的历史价值。

最早的水龙头证明了一件事：

一个新型货币网络，在冷启动阶段，最需要的不是让所有人立刻相信它值多少钱，而是让足够多人先拥有一点、试用一次、形成记忆。

这和今天很多空投的问题正好相反。

很多项目做空投，本质上是在发放一次性卖压。

用户为了资格而交互，领完就走；
项目获得漂亮地址数，却没有获得真实理解；
社区看似热闹，实际没有沉淀使用习惯。

这类空投不是水龙头。

它只是短期激励。

真正有意义的空投，应该接近早期 Bitcoin Faucet 的逻辑：

发出去的不是“免费钱”，而是第一次进入系统的门票。

04｜这正是 RPOW2 空投最值得讲清楚的地方

RPOW2 的叙事，天然适合重新理解“水龙头”。

因为 RPOW2 本身就不是一个普通的 meme 发行故事。

公开资料里，RPOW2 被描述为对 Hal Finney 2004 年 RPOW 的现代致敬：

proof-of-work、
可验证、
公开账本、
email-keyed transfer、
可转移的工作量凭证。

这意味着，RPOW2 的价值不应该只被解释成：

还能不能挖？
有没有池子？
价格怎么走？

更核心的问题是：

更多人能不能第一次真正接触一种工作量资产？
能不能收到它、理解它、转移它、桥接它、打赏它、在社区里使用它？

如果 RPOW2 做空投，我更愿意把它理解成现代版水龙头，而不是传统意义上的撒币。

它应该让用户第一次明白：

RPOW2 不是凭空来的积分，而是围绕工作量、验证、账本和社区流转组织起来的资产实验。

05｜RPOW2 的空投，最好发给“未来会使用的人”

我对 RPOW2 保持乐观，一个重要原因是它的系统想象力不只停在发行层。

公开入口已经能看到几个方向：

浏览器挖矿。
公开统计。
Solana bridge。
生态导航。
市场与应用入口。
社区分发与 tip 场景。

这些东西放在一起，说明 RPOW2 正在从“一个可以挖的 PoW token”，慢慢变成一个可以被观察、迁移、使用和再分发的网络。

所以，RPOW2 空投最好的目标，不应该只是最大化领取人数。

更应该最大化后续使用行为。

收到以后是否转账？
是否绑定钱包？
是否参与社区 tip？
是否理解 RPOW2 和 SRPOW 的关系？
是否知道这是一种工作量资产，而不是单纯的空投票据？

早期比特币水龙头的真正价值，不在于它让多少人白拿了 BTC，而在于它让多少人第一次拥有了 BTC。

RPOW2 的空投也一样。

真正重要的不是发出去多少，而是有多少人因为这次领取，第一次进入 RPOW2 的使用语境。

06｜结尾

比特币水龙头今天看起来像一个传奇。

但在当时，它更像一个很朴素的问题解法：

如果一个新货币网络太难理解，就先让人拥有一点。

拥有之后，人会自然开始学习。

这也是我看 RPOW2 空投时最重视的地方。

如果它只是一次发币活动，那很快会被市场忘记。

但如果它能成为 RPOW2 的现代水龙头，让更多人第一次收到、验证、转移、打赏和使用一种 proof-of-work 资产，那它的意义就远远超过“免费领取”。

有多少人会因为这次空投，第一次真正进入 RPOW2 的网络。

加入电报：
https://t.co/N1vYhcOoVC

SOL上封装rpow购买：
https://t.co/TPmEPL60g3

[Redpulse @Redpulse_News]

Why is nobody talking about this drug that $NVO is about to launch?

Novo Nordisk has already filed a New Drug Application (NDA) for Icosema, a diabetes drug that combines basal insulin with their proven semaglutide product. They're targeting severe type 2 diabetes patients who have progressed to the point of needing insulin injections.

Standard semaglutide, tirzepatide, and retatrutide is NOT the same as insulin. Diabetics who need insulin may be taking one of those drugs AND a daily insulin shot. Icosema combines those into one weekly injection, improving convenience for the customer and lowering the amount of injections by eight times.

There is no comparable drug on the market right now.

$NVO $LLY

[ResearchPulse @ResearchPulse1]

Waiting list for wegovy pill in UK is expected to be about 100,000…….

I don’t know if this is true. But if it is then it will be a spectacular launch. And hitting 250,000 during Q3 seems possible.

That kind of interest would also mean everyone would have to redo their models for wegovy pill sales significantly.

But all this is still spekulative. Let’s see how the actual launch will go. Telehealth likely starting deliveries in about 1 week. And then it will take 1-2 weeks more before all pharmacies has received their supply

$LLY $NVO $VKTX

[Fred Krueger @dotkrueger]

@WelshStacker i would argue that might be a tad ambitious. But you never know. maybe RPOW is the next fartcoin.

A girl can dream ....

[0b5er.橘子皮🀄️ @0b5er]

Today’s hottest Crypto Twitter sentiment: BTC is chopping around $61K-$63K, AI/tech stocks are pulling back, the SpaceX IPO is draining liquidity, and the market is shifting back into risk-off mode.

But RPOW2’s narrative is becoming even clearer: it won’t survive cycles through hype alone, but through PoW, fair participation, SRPOW/Solana, tipping, DEX infrastructure, and real usage.

Current public ledger: 14.2M+ minted, 29-bit difficulty, 290K+ users.

Liquidity rotates. Attention fades. Networks that can be verified and used are the ones that keep growing.

今天 Crypto Twitter 最热的情绪：BTC 在 6.1-6.3 万附近拉扯，AI/科技股回撤，SpaceX IPO 抽流动性，市场又回到 risk-off。

但 RPOW2 的叙事反而更清楚了：不是靠喊单穿越周期，而是靠 PoW、公平参与、SRPOW/Solana、tip、DEX 和真实使用率留下来。

当前公开账本：1420 万+ minted，29 bits 难度，29 万+ 用户。

流动性会轮动，注意力会退潮，能被验证和使用的网络才会继续生长。

加入电报群：
https://t.co/N1vYhcOoVC

购买：
https://t.co/TPmEPL60g3

[Peter Suzman @Biomaven]

Foundayo liver tox looks like it might well be an issue. Bullish for $NVO

[On The Pen™ @ManOnThePen]

🚨 FDA PUTS FOUNDAYO UNDER POST MARKETING MICROSCOPE:

Among other things… DILI.

Yes, drug induced liver injury, the exact risk we’ve been flagging with orforglipron from the start.

FDA isn’t just watching mild enzyme bumps, they’re demanding full Hy’s Law level tracking, case level reporting, and discontinuations tied to liver signals.

Pretty interesting given this was one of the fastest FDA drug approvals in history.

$LLY $NVO