Husker

🐧

[VanEck @vaneck_us]

@pudgypenguins our penguin pfp holding period is measured in decades

[Husker @husker_eth]

This is a flex

[SteveG. @SteveG60117]

This is a flex

[Husker @husker_eth]

@BrightAvian @pudgypenguins @FroggyCyborg art will always hold a special place in my heart

[Bright Avian | True Pengu King & Hand of Neo Tokyo @BrightAvian]

It has been a bit since our last part of the @pudgypenguins "Rekindle the inner flame of the huddle" series after the soccer world cup piece!

Happy to see the vibes on CT be back to being very positive and bullish lately. Today's piece is a good fit for that. After a visit to the beautiful city of London during the @PudgyEurope arc of the journey, the huddle is jumping on @FroggyCyborg's Pudgy Express – which is moving at full speed into a new bull market.

Penguins winter is coming soon too! Good days ahead. Lock in!

[Husker @husker_eth]

@MelioHL I sometimes have a hard time telling if things are related or just random and there is no strategy

[Husker @husker_eth]

The Tape — August 24

The last 12 hours in AI, crypto, and geopolitics.

Orbital Vera Rubin
SpaceX and NVIDIA have designed a space-optimized Vera Rubin NVL72 for launch to orbit in Q4 next year, with significant scale in 2028. No SKU counts, wattage, or launch vehicle appear in the posts.
https://t.co/kKLliWvcgh

Tanker Disabled Off Oman
A tanker 9 nm northeast of Ash Shishah, Oman, was hit in the engine room by an unknown projectile at 2025 UTC, lost power, and remains disabled, UKMTO said. The crew is reported safe. Some accounts name Iran and a U.S. escort; the quoted UKMTO notice does not.
https://t.co/RIK12xoNPU

Treasury Weighs Bond Buybacks
Treasury is considering using its roughly $950 billion General Account to fund larger purchases of long-term bonds, per CNBC. Longer-dated buyback minimums have already moved from $2 billion to $4 billion; the cash-account figure is not a committed purchase size.
https://t.co/ZBszpm0Edq

Canada Tariffs To 50%
President Trump said that on January 1, 2027, tariffs on all Canadian cars, trucks, automotive parts, and steel will be increased to 50%. That is a statement of intent in this tape, not a published tariff schedule.
https://t.co/pYzugTJHpJ

SPR Hits 1982 Low
U.S. Strategic Petroleum Reserve inventories fell another 3.7 million barrels last week to 289.7 million, the first print below 290 million since 1982, per Kobeissi Letter. A separate 41 days of crude line is a different metric and is not this print.
https://t.co/D4UqPYXp8o

China Tariff To 20%
Trump is set to impose a 7.5% tariff on Chinese goods, taking the total to 20%, over alleged excess manufacturing capacity and ahead of a planned summit with China, per Bloomberg. That is set to, not an in-force order here.
https://t.co/NWcGsgfFGz

Claude Streaming Rebuild
Long answers on Claude for web and desktop now stream about 4x smoother after a renderer rewrite that only updates what is still changing. Anthropic says long-reply stalls drop 9x on a slower laptop, the worst freeze is 4.5x shorter, and a 120Hz MacBook holds 120fps for the full reply.
https://t.co/WZboLYvqks

Mass Visa Revocations
The U.S. is preparing to rescind up to 200,000 business and tourism visas in what AP calls the largest mass visa revocation ever. Preparing is not completed revocations.
https://t.co/MPSPdexCNU

Chainlink Policy Hire
A Digital Chamber veteran is joining Chainlink as Head of Policy after more than three years, crediting TDC with helping get the GENIUS Act signed and moving the Clarity Act. This is a personnel shift, not a product or TVL print.
https://t.co/x6a1wpU57V

Syria Terror Label Lifted
The State Department, after the 45-day Congressional notification period, has lifted Syria's designation as a state sponsor of terrorism, a relay of that release says. The move is described as sitting alongside already-in-place Syria sanctions rescissions.
https://t.co/Up2lLyNbTx

[OSINTdefender @sentdefender]

According to a release from the U.S. State Department, following the 45-day Congressional notification period, Syria’s designation as a state sponsor of terrorism has been lifted. The move comes in concert with already in place rescissions of Syrian related sanctions following the fall of former Syrian President Bashar al-Assad, the subsequent opening of the Syrian economy, and notable efforts to diplomatically reintroduce Syria to the world. Additionally, the group at the head of the offensive to oust former President Assad, Hayat Tahrir al-Sham, has been delisted as a Specially Designated Global Terrorist (SDGT) group.

[dan ☻ @danthelostboy]

We’re back for another Chillin’

Join @ST_McFly @DaoJonez and myself as we chill and chat all things @pudgypenguins

Hit the reminders below 👇

https://t.co/rqArTpER9v

[Cate.tv @CateTV]

Why I stack $PENGU

My great niece Elizabeth - 1st day of 3rd grade 🤗🐧

[pp 🐧 @ppmcghee]

Rookie owns one of the cleanest ice skins imaginable. pengu and penguin pilled. go time.

[Diana 🎀 @diana_eth_]

Just joined the @LilPudgys x @pudgypenguins huddle 🐧🎀

My rebrand is here.

New PFP, new vibe, new era.

[Husker @husker_eth]

The Tape — August 23

The last 12 hours in AI, crypto, and geopolitics.

ETHBTC Golden Cross
ETHBTC posted another golden cross, a setup that preceded a new ETH all-time high about a month later last cycle. The cross follows a rapid 40% three-day move with RSI near 97, so some traders read it as a byproduct of that rip rather than a fresh signal.
https://t.co/0bsNAoScqW

Iran Signals Restart
An Iranian analyst close to the government says a resumption of military conflict with the US is likely within days, and warns any government that cooperated with the Trump administration to squeeze Iran's economy will face harsh consequences. That's one analyst's warning relayed by a single account, not an official Tehran statement.
https://t.co/IQE4m2dkFL

Treasury Steps Into Bonds
The US Treasury intervened directly in bond markets after long-term rates hit their highest level since 2007. The wire item names no mechanism or size for the intervention.
https://t.co/Ht22pZGbTT

Homebuyers Are Quitting
US home sellers outnumbered buyers by an estimated 51.3% in July, the second-highest reading on record and roughly double the gap from two years ago. Active homebuyer counts also fell to a record low.
https://t.co/ZvNGFi0AmV

AI's Power Problem
AI chip-driven electricity demand is projected to hit roughly 315 gigawatts globally by 2033, an increase of more than 1,100% from 2025, with the US absorbing about 64% of that new demand. That's a forecast, not a current grid measurement.
https://t.co/zOIBqHL5lR

Open Weights Gain Share
Open-source models' share of tokens served on Vercel jumped from 28% to 62% over the past two months, even as OpenAI and Anthropic both grew their volumes in July. That's token count, not revenue or usage quality.
https://t.co/BVeFOPklex

Nvidia's $6B Open Bet
Nvidia is reportedly spending $6 billion to license Poolside's technology and bring more than 100 of its employees onto Nvidia's Nemotron open-weight model project, per the Wall Street Journal. That's a report citing the deal, not an Nvidia announcement.
https://t.co/DOhl1krAyF

Pengu is already polishing its resume for the Nemotron team, DGX Spark experience pending.

[Chubby♨️ @kimmonismus]

Nvidia is reportedly spending $6 billion to build one of the world’s most powerful open-weight AI models.

According to the WSJ, Nvidia will license Poolside’s technology and bring more than 100 of its employees into the Nemotron project.

Nvidia is also investing another $1 billion in Poolside at a $12 billion pre-money valuation.

The goal: challenge Chinese open-weight leaders such as DeepSeek and Kimi while competing directly with US frontier labs including OpenAI and Anthropic.

open source is the way to go. So good to see having NVIDIA on our side!

[SWANNY 🔺 @swandogs]

Life update

I have officially lost 16kg!

I’ve been hiding under baggy clothes for about 9 months.

As an ex athlete, you always hear (and see) blow outs especially when you have trained your whole life and then your lifestyle completely changes.

I’ve been silently working away to a point I feel happy sharing.

Goal is not hit yet - but man I feel ALIVE!

[Husker @husker_eth]

Ethereum. In penguin form.

[Husker @husker_eth]

@Mecanic04139975 @Nokktrnl Thank you for the repost!

[Husker @husker_eth]

The Tape — August 22

The last 12 hours in AI, crypto, and geopolitics.

Canada Declares Trade War
Mark Carney says Canada is now "at war" with the US over trade, per FT, after a new round of US tariffs on Canadian goods took effect at midnight following a missed deal deadline. Canada says it will match the tariffs dollar for dollar, with retaliatory duties on $20 billion of US goods against a reported $20 billion in new US tariffs on Canadian goods, those dollar figures single sourced.
https://t.co/kSclRojtwd

Iran Threatens Gulf Energy
Iran's SNSC chief Rezaei says Tehran will meet Trump's economic pressure with "earthquake-like retaliation" and warned Gulf states against joining, threatening US-backed Gulf energy infrastructure and Hormuz-bypass routes named Yanbu and Fujairah. The claim comes from Iranian state media only, with no independent confirmation of any targeting order.
https://t.co/7nInjemf2g

Carrier Leaves Region
The USS Abraham Lincoln has left the Middle East after 274 days deployed and is now operating in the Indian Ocean under the US 7th Fleet, per USNI News. No replacement carrier strike group has been named yet.
https://t.co/JYkvBDYGhv

Nvidia Raises Prices
Nvidia is hiking prices on many AI chip servers by more than 15 percent as memory costs rise, per Bloomberg, with increases hitting systems shipping early next year including Vera Rubin and Grace Blackwell.
https://t.co/oneoyP8O5c

Korea's Chip Surplus
South Korea's chip trade surplus hit a record near $35 billion in June, more than tripling in a year, and semiconductor exports rose 198.8 percent year over year in the first 20 days of August.
https://t.co/rFwZpMqf9F

Crypto ETFs Keep Buying
Bitcoin ETFs pulled in $507 million on Thursday, a third straight daily inflow and the largest since early May, led by $285 million into IBIT. Ethereum ETFs added $177 million, their largest daily haul since January.
https://t.co/dIUzl8uQ30

Trump Floats Military Yield Fix
Asked about further intervention on bond yields, Trump said "the ultimate intervention is our military, and if we have to use that, we will." The remark came in response to a reporter's question, not as an announced policy or operation.
https://t.co/W73fTPLfbh

Ukraine Hits Russian Logistics
Ukrainian attack drones struck a Russian Ozon distribution center in Chapayevsk, setting it ablaze, part of a week that has seen 27 strikes on energy and logistics sites in Russian occupied territory.
https://t.co/j8AdWYL3St

Robot Beats Bolt's Record
A humanoid robot from Beijing's Innovation Center of Humanoid Robotics ran 100 meters in 9.39 seconds, beating Usain Bolt's human world record, per Reuters.
https://t.co/zma4YVhB5k

Somewhere a Pudgy Penguin is lacing up its own tiny running shoes, in no danger of the podium.

[unusual_whales @unusual_whales]

BREAKING: A humanoid robot developed by China’s Beijing Innovation Center of Humanoid Robotics ran 100 meters in 9.39 seconds, beating the human world record held by Jamaican sprinting great Usain Bolt, per Reuters

[Husker @husker_eth]

Can’t imagine entering a bull not being a penguin surrounded by the brightest minds in the space.

The huddle is a secret weapon. It’s about to get silly. 🐧

[TheSauceBauce @Hodling_hodler]

Can’t imagine entering a bull not being a penguin surrounded by the brightest minds in the space.

The huddle is a secret weapon. It’s about to get silly. 🐧

[STMcFly @ST_McFly]

Another weekend I couldn’t pass a Target to check on our @pudgypenguins plushes display to clean it up. Looks like a restock, too! This time was extra fun. While I was rearranging Pengu & Polly, a kid saw me and said to his mom “Look at the Penguins!”

We can make a difference 💪

[Husker @husker_eth]

@RaoulDukeDegen Likely to increase if companies can get similar intelligence for cheaper + retain ownership of their data.

[Husker @husker_eth]

The Tape — August 21

The last 12 hours in AI, crypto, and geopolitics.

Citadel Sheds Its Book
Citadel has sold off more than 80 percent of its Situational Awareness portfolio, per a Ken Griffin CNBC disclosure. One analyst pegs that book at roughly $45 billion notional, levered over 4x for upward of $180 billion gross, and reads the unwind's selling pressure as largely finished, though that inference is his, not Citadel's.
https://t.co/eiYIlOOMe5

Gas Prices Near War Highs
European natural gas settled at its highest level since the Iran conflict began, with LNG traffic through Hormuz still shut, disrupting roughly 20 percent of global supply by trader estimates. EU inventories are filling below normal ahead of winter as Asia pulls more LNG.
https://t.co/ZGuMotYebA

Perm Refinery Ablaze
Ukrainian drones set Russia's Perm oil refinery on fire this morning, with locals reporting multiple explosions and pillars of smoke. OSINT flags the "one of Russia's largest" claim and the drone type used as unverified, and there is no official Russian or Ukrainian confirmation of damage or output loss.
https://t.co/F0uTLYF76K

China Rejects Sanctions Push
Beijing publicly refused a Trump administration request to join "strong economic pressure" on Iran, with the foreign ministry calling the push "illicit unilateral" sanctions and rejecting the administration's "Economic D-Day" framing. Treasury Secretary Bessent had sought China's participation as leverage against Tehran.
https://t.co/ug2bBbovPo

Iran Claims Upper Hand
Iranian President Masoud Pezeshkian said it is time to end the months-long conflict with the United States, arguing Tehran is now in a stronger position than Washington. This is a single relayed statement, not an independently confirmed transcript.
https://t.co/PS0UiT4wjK

Bitcoin Up 30 Percent
Bitcoin pushed above $79,000, up roughly 30 percent over four days, with crypto market cap up about $450 billion since Monday, according to one macro account's running tally rather than an exchange feed. Traders are calling it one of BTC's biggest weekly candles in years.
https://t.co/PFEgWI7tdZ

China Housing Keeps Sliding
New home prices across 70 Chinese cities fell 3.20 percent year over year in July, a slight worsening from June's 3.30 percent decline and a continuation of the slump since mid-2023. Only 17 of the 70 cities surveyed posted gains.
https://t.co/3K1Stfm60E

Dalio Says Cut Bonds
Ray Dalio said investors should reduce bond holdings and consider putting as much as 15 percent of a portfolio into gold, per Bloomberg. It lands alongside a live debate among economists over whether Treasurys still deserve their safe-asset status.
https://t.co/WfryzsLBeg

OpenAI Cuts Sol Pricing
OpenAI is cutting API and credit pricing for GPT-5.6 Sol by more than 20 percent for three months, live now on the API and rolling out to ChatGPT Work and Codex credits; Pro, Plus, and Business subscription usage is unchanged. Some read it as groundwork for a cheaper multi-model setup, but that is speculation, not a confirmed roadmap.
https://t.co/CkTuoU1Sxd

AT&T Trims Anthropic Bill
AT&T is using open source models to cut the cost of its Anthropic bills, according to the Information. No dollar figures or specific workloads were disclosed.
https://t.co/TdkuL0VIAr

Somewhere a penguin in a tiny hard hat is deciding that ice, not oil, is the safer real estate today.

[unusual_whales @unusual_whales]

AT&T is using open source models to decrease the costs of its Anthropic bills, per the Information

[Husker @husker_eth]

@Mecanic04139975 Thank you for liking and commenting!

[Husker @husker_eth]

@NeonApesYC It’s back!