BREAKING: Morpho is moving deeper into institutional and fintech credit rails.
Deel is adding stablecoin rewards via Morpho, Coinbase’s Morpho-powered High Yield DeFi product topped $100M in deposits, and BitGo access is coming soon.
$IREN -10% yesterday.
The stock hit the 0.786 Fibonacci retracement almost perfectly at $38.68 and found support there.
What I want to see now is no new lower lows and a bullish trend reversal.
If that fails, my next downside target remains the $27–18 range.
Due to yesterday's strong sell-off, the probability of this bearish alternative has increased from 33% to 40%.
It's still not the primary scenario, but it's no longer negligible.
SERV Reasoning v2.0 Release
Launching mid-July, SERV v2 is the most significant upgrade we've ever done to the SERV Reasoning engine.
Our goal remains the same: SERV becomes the foundational AI agent infrastructure that enterprises, global financial institutions, governments, and humanoid robotics companies use to run AI agents at scale.
We believe the lack of enterprise trust in AI agent reasoning is the #1 barrier holding back the mass adoption of AI agents in high-stakes industries like banking, robotics, and government workloads. That's why the enhancements in SERV v2 focus on making AI agents more trustworthy, reliable, and more cost-efficient than ever before: exactly what our target customers require.
We are going to be explaining the architecture of each feature in more detail over the coming weeks.
Here is what SERV v2 update enables:
- Multipath Reasoning: This foundational upgrade changes the core of the SERV Reasoning engine. Decision making in the real world is complicated, messy, requires orchestration among multiple actors, and can be contradictory. The same will be true when enterprises implement fleets of AI agents at scale. Multipath Reasoning allows complex decision trees with contradicting rules to coexist in one reasoning graph, upgrading the ability of AI agents on SERV to reason through complicated real-life situations.
- Shadow Agents: With the goal of increasing the reliability of outputs to 100% - a baseline requirement for high-stakes environments - Shadow Agents are separate verification agents paired with the main agent. They review every draft against the original brief before anything ships. Missed requirements get caught and rewritten, and only the version that passes gets delivered - preventing errors from poisoning downstream outputs.
- Verification Hints: To reduce re-work, cut costs, and increase the accuracy of outputs as we work towards our goal of 100% reliability for enterprise applications, AI Agents will now be able to receive extra signal about what a correct output should look like before they produce one.
- Benchmark Tooling: Potential enterprise customers can now see the cost savings and reliability improvements of switching to SERV on their own workloads before integration. For existing enterprise customers, their engineering teams can optimize existing prompts to get even more cost efficiency from the SERV Reasoning engine.
- Prompt Guard: Security and privacy are minimum requirements for any infrastructure implemented in high-stakes environments like banking and financial services. Prompt injection is a serious risk for banking AI agents handling trillions of dollars. Prompt Guard's built-in security layer protects AI agents from injection attacks.
SERV v2 goes live mid-July with all of these upgrades.
Each element in SERV v2 solves an issue that's preventing the adoption of AI agents within enterprises, financial institutions, governments, and fast-growing markets like humanoid robotics.
Multipath Reasoning lets agents work in the real world. Shadow Agents and Verification Hints increase reliability. Benchmark Tooling increases cost efficiency and brings new customers through the door. Prompt Guard increases security and privacy.
79% of enterprises need to adopt AI agents in some form (PwC), and SERV v2 enables them to run those agents on OpenServ.
The future is looking bright.
216K AERO Buyback ✈️
The Aerodrome PGF has acquired and max-locked 216K
$AERO as part of its programmatic market-aware buyback model.
Nearly 200M $AERO has been bought back and locked this to date via the PGF, Flight School, Relay and other efforts.
I think this is going to be one of the best success stories this cycle.
I was an early investor in $SERV, and have never really taken my eyes off of it.
I have to say, I am extremely impressed with what they have achieved here and how they have navigated this very difficult altcoin market.
And the tech + implementation + vision has developed into something pretty special here imo.
With their achievements in Q2 and forward guidance for July/Q3, as well as a potential HTF market bottom soon, I'm going to be scaling back in with decent size.
Few standout mentions and main fundamentals that really make this a high conviction play for me:
- The SERV enhanced models beat Anthropic’s flagship Fable at a fraction of the cost. Massive results.
- Private beta live: SERV Reasoning now powers real production in network intelligence, robotics, AI verification etc. Utility validation.
- Ex-Google Head of Partnerships Greg Ivanov joins as advisor to unlock global enterprise doors. Large connections.
- Neol hits 100% reliability with SERV Reasoning in UAE government production. Sovereign adoption.
- Every major model now enterprise ready: Gemini, Claude, Gemma, GLM, NVIDIA Nemotron, Fusion. Scalability ready.
Now teasing a Major longterm crypto partnership landing in July. Apparently one of the biggest web3 deals.
AI is not going anywhere, and with everything they have achieved already, plus whats coming, I don't see a world in which this project doesn't pull a big move very soon.
After the battering of the altcoin market for years, these guys are one of the main beacons showing strength against the trend and once that trend actually reverses, I think $SERV really catches the wind.
R/R at $32m for me in these market conditions is 9/10.
Excited to watch these guys keep working.
Any of you guys in $SERV?