Our thoughts on the importance of AI sovereignty.
1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.
2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.
3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.
4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.
5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.
6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.
7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.
8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.
9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
Hermes Agent is built for sovereignty and constructing your AI stack how you want and need it to be.
No vendor lockins, no model limitations, and most importantly, your IP is built through the self improvement loop, automatically.
Hermes sets you free 🪽
If they really start to gatekeep who gets to use the best models, that is a declaration of war.
This prospect fills me with the most sincere, bodily cypherpunk will-to-power that I've ever felt (at least since I was a teenager). If they really go down this route, I would go all-in on building the most psychotic swarms of open-source models and fine-tunes possible, all geared toward a Chaotic Good jamming of the entire institutional public sphere. If we didn't do that, all of political life and the marketplace of ideas would be over before we know it.
It's one thing if the top models become too expensive for me or others to use (I'm already pricing that in, and if you can't build something profitable enough to climb that ladder as it gets pulled up, then that's fair enough).
But if the ladder gets pulled up politically, now, so only select institutional players get access to the most intelligent models, then any mature American man should be as energized as gun collectors are around the 2nd Amendment, or liberal women are around Planned Parenthood.
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work.
https://t.co/OoM83SyISN
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: https://t.co/bwn0sximKZ
I want to say a final thing about my Fable first reaction: I dedicated my life to programming and I'll use every innovation in the field, also to extract value and bring it to the local inference world, to Redis, and so forth. But:
When Trump causes these kinda meltdowns, a lot of people get hurt
What makes these especially bad to me though is that every time it happens he has infinite people front run the news to take advantage of it
It's so disgusting
@dcinvestor When I look at those posts and comments, I put a safety filter/guard/lenses in my brain. What I truly focus on is people I care and love in real life.
This is what financial infrastructure is supposed to look like
We launched @xStocksFi on Ethereum. Not because it was trendy, but because it was inevitable.
Real stocks. Onchain. Fully backed. Self custodial. Available globally. Integrated with the architecture of tomorrow.
I talked about this in KekSpace days ago. The image below is not a metaphor. It is a reminder that what looks like a game today will power the system tomorrow.
The Idea
Most people still do not realize it, but tokenized equities will become a foundational primitive of the next financial system. Just like stablecoins were the first domino, real world assets like equities are the second wave. But only if they are done correctly.
That means they need to be permissionless. They need to be programmable. They need to be available anywhere, to anyone, without requiring a traditional brokerage account or a residency check.
xStocks on Ethereum meets all of those criteria.
What Makes This Different
This is not a synthetic representation. This is not a derivative. These are fully backed equities with 1 to 1 reserves, issued natively onchain. AAPL means AAPL. TSLA means TSLA. Held with a licensed custodian. Redeemable and verifiable.
The Ethereum launch brings all the composability and ubiquity of the ERC20 standard. If your application can talk to USDC, it can talk to NVDAx. If your wallet can hold ETH, it can hold QQQx. You can lend, borrow, swap, trade, or plug these into any smart contract.
The idea is simple. Markets should not close. Custody should not be an obstacle. And access should not be gated by geography or intermediaries. This is what we mean when we say open infrastructure.
Why This Matters
The structure of financial markets is going to change faster than people think. Most people are still focused on front ends. But the opportunity is in rewiring the rails.
That means assets like stocks, bonds, currencies, and treasuries will all eventually live on public blockchains. That is not a debate anymore. The only question is when and who builds the standard.
Kraken has been doing the work. Over 400 million dollars of onchain volume. Forty five million in AUM. Twenty five thousand unique holders. That was just on Solana. Ethereum is next. And BNB Chain after that.
We are not recreating Wall Street. We are building an operating system for capital. An open network where financial primitives talk to each other without friction.
One Last Thing 😂
If you were in KekSpace by @pepecoins, you already knew. The octopus hugging the Ethereum Foundation was not art. It was the roadmap.
Here is the post: https://t.co/GtygGHsSaa