illeit

[Vivek Raman @VivekVentures]

1/ As crypto winter comes to an end, it's time for a new blue chip asset to lead the way forward

All major innovation - tokenization, stablecoins, perps, L2s, DeFi - happens on Ethereum

Blockchain's NVIDIA moment is here at last...

And so this next cycle belongs to ethereum:native

[Raoul Pal @RaoulGMI]

Everyone has an opinion on why the stock market does what it does.

Earnings. The economy. Who's in the White House. The Fed chair's mood that morning.

Almost all of it is noise.

This chart is 15 years of the Nasdaq 100 plotted against total global liquidity. The correlation is 97%.

When I first saw this I was stunned. A fit this tight meant something much deeper was going on underneath. So I started pulling the thread.

That thread became the Everything Code, the framework I've been building in GMI since 2023. It’s the single most important thing I can teach anyone about how the modern economy actually works.

[Cognac(꼬냑) @supernovajunn]

신한은행이 슈퍼SOL 앱에 코인 지갑을 넣는다는 뉴스가 나왔다.

은행 앱 안에 지갑이 들어간다는 건, 거래소 앱에서 코인을 사고파는 것과는 전혀 다른 의미가 있다.

거래소는 기본적으로 매매의 공간이다. 사용자는 가격을 보고 차트를 보고 나가고, 수익률을 확인하는 공간이다. 반대로 은행 앱은 월급, 이체, 카드, 대출, 적금, 생활비가 이동하는 공간이다.

같은 온체인 지갑이라도 어디에 붙느냐에 따라 완전히 다른 물건이 된다.

은행 앱에 들어가는 코인 지갑이 정말 비트코인이나 이더리움을 사고파는 용도일까?

나는 그 가능성보다 스테이블코인과 토큰화 자산 쪽 가능성이 더 크다고 본다. 은행 입장에서 진짜 돈이 되는 건 고객이 도지코인을 사고파는 수수료가 아니라, 원화와 달러, 예금과 결제, 송금과 정산 사이에 디지털 지갑이 더 수익이 되기 때문이다.

만약 은행 앱 안에 디지털자산 월렛이 들어가면, 사용자는 굳이 메타마스크를 깔 필요가 없다. 시드문구를 적을 필요도 없다. 거래소에서 그냥 원래 쓰던 은행 앱 안에서 지갑이 생긴다.

크립토 업계는 오랫동안 “은행 없는 금융”을 이야기했는데. 현실에서는 은행이 크립토의 UX를 흡수할 가능성도 있지 않을까?

앞으로 은행, 핀테크, 카드사, 거래소의 경계는 점점 흐려질 가능성이 높다.

신한은행의 코인 지갑이 당장 엄청난 혁신으로 이어질지는 모르겠다. 예산 9억 원, 3개월 컨설팅이면 아직은 분석과 설계 단계에 가까워보인다.

이제 은행이 크립토를 무시하는 단계에서 벗어나고 있다고 생각한다

이제 관심은 비트 알트코인 호가창이 아니라, 은행 앱 안에서 어떤 형태의 디지털 머니가 움직이기 시작하느냐에 있지 않을까?

진짜 변화는 가까운 미래에 우리가 매일 쓰는 계좌 옆에 지갑이 생기는 순간부터 시작될지도 모른다.

[Garry Tan @garrytan]

The founder in their 40s with taste and discernment is the new gentleman unicorn founder

Because there can be 100x to 1000x of them working at their beck and call via agents and software factories all the time

[Finn Mallery @fin465]

this honestly terrifies me

[Bill Ackman @BillAckman]

Agreed

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[binji @binji_x]

I genuinely, after a long time, bought more $ETH after reading this.

Ethereum is an undoubtedly rare and special technology.

https://t.co/yXmkfwfqko

[Anthropic @AnthropicAI]

We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5.

We'll begin restoring access tomorrow, and will share an update soon.

We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.

[Grayscale @Grayscale]

Grayscale Q2 2026 Assets Under Consideration: Digital assets we're considering for future investment products include:

$CC, $CELO, $MNT, MegaETH*, $MON, $TON, $TRX, $ENA, $HYPE, $JUP, $KMNO, $SYRUP, $MORPHO, $PENDLE, $ROBO, $FLOCK, $GRASS, $KAITO, $KITE, Nous Research*, Poseidon*, $VVV, $VIRTUAL, $WLD, $2Z, $GEOD, $HNT, $JTO, $ZRO, $W

Read the full report:
https://t.co/FKFzRC21U3

[Celo @Celo]

The gold standard of crypto cards is here — the @MiniPay Card is live!

Pay with stablecoins at 175M merchant locations & earn 5% cashback in digital dollars or @Tether Gold (XAUt0) on the #1 network for the asset

Built by @Opera with @Visa & @GnosisPay, only on @Celo

[BSCN @BSCNews]

The Celo ecosystem has just launched the 'gold-standard' in crypto cards...

@minipay has just now announced the launch of its official 'MiniPay Card', after building out a waitlist of more than 600,000 users.

MiniPay Card is hosted on @Celo and developed by @opera, but is also a collaboration with both payments giant @Visa and @gnosispay.

The card lets users directly spend stablecoins at more than 175M merchants across the globe, with no monthly fees whatsoever. Supported assets include @Tether's $USDT and @Circle's $USDC.

What's more, users can earn cashback on their expenditure in the form of Tether's omnichain Gold $XAUt0.

MiniPay itself, Opera's $CELO based self custody wallet, was launched in 2023 but has already grown to more than 16M active wallets across 65+ different countries.

Celo has made leaps and strides in building out its stablecoin ecosystem, and is fast becoming a cornerstone of that $315B sector. This announcement is a big milestone in that ongoing journey.

[David Hoffman @TrustlessState]

True

[sui ☄️ @birdabo]

‼️BREAKING: a tiny lab in Tokyo just built a model that matches the performance of Fable and Mythos.

the numbers are real too - 54.2 on SWE-Pro, 95.1 on GPQA-D, 93.2 on LiveCodeBench v6. it edges out Opus, Gemini 3.1, and GPT 5.4 on each one and because it’s just coordinating existing models, it delivers Mythos-class capability with zero export control risk.

seems like another lab is breathing on Anthropic’s neck again.

‘Fugu Ultra’ is also available to use in codex.

Are you not entertained yet?

[Alan Stein, Jr. @AlanSteinJr]

The highest performers don’t waste energy on things they can’t control.

They focus on two things: their effort and their attitude.

When adversity hits, don’t look for a shortcut back. Just keep chipping away. One play. One response. One step at a time.

[SportsCenter @SportsCenter]

Jalen Brunson. NBA Champion. Finals MVP.

Hard work pays off 🏆

[NBA @NBA]

JALEN BRUNSON IS THE 2026 NBA FINALS MVP!

Brunson averaged 32.6 PPG, 4.2 RPG, 4.6 APG in the NBA Finals, leading the Knicks to their first championship in 53 years 🏆

[Bill Ackman @BillAckman]

Never give up