GLM 5.2 just killed Claude Fable 5.
Watch 6:36 first if you only have a minute. That’s where it stops being a tech demo and starts being a game.
One small sentence. Two prompts. The AI built Minecraft from scratch.
Not a clone. Not a demo. A working game:
- inventory + crafting table
- ore mining: coal, iron, gold
- underground caves
- mobs: zombies, sheep, chickens, cows, pigs
- day/night cycle
- fall damage
- locked 60 FPS
The numbers are insane:
Notch built the original Minecraft solo over months. Microsoft bought it for $2.5B in 2014. GLM 5.2 shipped a working copy in the time it took the creator to grab a coffee.
The science is wild too:
The model iteratively builds the systems itself. Inventory first. Then crafting. Then mining. Then mobs. No extra instructions in between.
The grift opportunity is even wilder:
Indie studios charge $50k+ for a survival game prototype. Unity freelancers sit at $80/hr. Now one kid + one prompt + one evening = a shippable MVP.
Full timestamps:
0:25 - Minecraft in ONE prompt
6:36 - Minecraft in TWO prompts (caves, mobs, crafting)
9:40 - the verdict: GLM 5.2 or Claude Fable 5?
Claude Fable 5 still holds up. But GLM added caves and hostile mobs nobody asked for.
Save this before your knowledge cutoff stops mattering.
ANTHROPIC ENGINEER DROPPED A 14-MINUTE GUIDE.
This is the fastest way to understand how real agents are built.
Bookmark this for the weekend.
14 minutes.
Real architecture.
No fluff.
What actually works.
Agents → Structure → Tools → Execution → Systems → Money
@StoicTA Check dm mate, I really have an interesting proposal for you. Don’t mind my account size or followers. I just observe and read, never been an eager poster. But look at the dm I sent if you see this message mate. 🤝
🔥 I’ve written quite a few posts about the RWA narrative on Ethereum, and I still think @centrifuge ( $CFG) could end up being one of the main protocols leading this trend especially in Private Credit.
1/ Since 2024, Centrifuge has quietly hit some pretty impressive milestones with ~$1.3B TVL across several tokenized funds:
- $JTRSY - $570M: Tokenized exposure to the Janus Henderson Anemoy Treasury Fund, investing in short-term U.S. Treasuries.
- $JAA - $750M: A fund managed by Janus Henderson + Anemoy Capital, investing in AAA-rated CLO bonds.
Basically securitized corporate loans with floating rates designed for capital preservation, steady income, low volatility, low downgrade risk, and low correlation with traditional bonds.
- $ACDRX - $52M: Tokenized exposure to the Anemoy Tokenized Apollo Diversified Credit Fund Segregated Portfolio.
On top of that, $SPXA the first licensed tokenized S&P 500 index fund has also recently launched and already reached around $200K TVL.
My view is that beyond tokenizing funds from traditional finance institutions, bringing stock indices like $SPXA onchain could become a big growth driver for Centrifuge, especially now that tokenized equities are becoming a broader market trend.
This kind of real growth is probably why $CFG has quietly moved +50% just in early March.
2/ But the most interesting part to me is the revenue growth.
In just two years, Centrifuge’s revenue went 100x from just a few thousand dollars to roughly $300K–$400K monthly now.
That tells me two things: There is real usage And RWA adoption is actually happening onchain, not just theory
Recently, Centrifuge also partnered with Resolv to deploy a $100M tokenized credit strategy using $JAAA (AAA CLO exposure from Janus Henderson) on Aave Horizon.
3/ Personally, I think $CFG is one of the strongest RWA tokens on Ethereum right now with
- Real institutional adoption
- Real product usage
- Real revenue
Not many crypto protocols can say that in 2026.
And if the thesis plays out traditional finance steadily moving onchain through RWA protocols then $CFG could be one of the biggest beneficiaries of institutional inflows over the next cycle.
yesterday I asked my AI to build me a trading journal
full app, dashboard, calendar, trade tracking, discipline scoring...
it built the whole thing in one afternoon
no subscription, no third party, no sending my trade data to some server in virginia that gets breached every 6 months
my data, my machine, my rules
and then I looked at the market
$1 TRILLION wiped from SaaS stocks in a week
Salesforce down 40%
they're literally calling it the "SaaSpocalypse" on Wall Street
because the market finally realized what I just experienced:
why would I pay $97/month for a trading journal when my AI builds me a better one for free?
why would I pay $200/month for a CRM when Claude builds one in an hour?
why would I send my private data to a company I don't trust when I can keep it local?
this is the biggest disruption since cloud killed local
except this time, it's going the OTHER direction
back to local, back to private, back to owned
the SaaS model is: rent software, give us your data, pay forever
the AI model is: build exactly what you need, keep your data, pay once (or never)
every trader should be watching this
This year Centrifuge helped move about $1.3 billion of real money (mostly safe loans and treasuries) from traditional finance onto the blockchain.
The coolest part is a product called JAAA. It’s just a crypto version of a giant $25 billion loan fund run by Janus Henderson.
That’s it, no memes or marketing, just one of the few projects that’s actually bringing real money on-chain in 2025.
Basic fundamentals are incredibly out of the range of what is considered “normal”.
Considering whole sector is growing like crazy, this is a gem.
#CFG