₿ SG HODL ₿

[₿ SG HODL ₿ @aetyanwing]

$BTC 1,000,000 by 2030

[Tanner H. Jones @Tanner_H_Jones]

An agent with the entire law.

We're past the AI wrappers and token resellers. It's time for legal AI that's plugged into the data that matters: the actual legal corpus.

After a year of painstaking scraping, open records requests, ORCs, converting archaic file formats, and even scanning paper documents in agency buildings, state capitols, and courthouse libraries, @vulcantechteam is proud to announce the largest American legal database ever assembled, all navigable by Justinian, our customizable agentic harness.

In 534, Emperor Justinian famously completed the Corpus Juris Civilis, the West's first comprehensive codification of law. Across the Codex (this name was taken...), the Digest, the Institutes, and the Novels, the Roman leader famously brought clarity and consistency to every legal question confronting the empire, laying the groundwork for the Western legal canon.

We believe agentic AI promises a "Justinian" moment for America, reshaping legal work and democratizing access to legal knowledge.

Email Justinian, slack Justinian, or use the Justinian app on your laptop or phone. However you deploy it, Justinian instantly brings frontier intelligence, subagents, and tools to the legal primary source directly relevant to your query.

50 state regulatory surveys, ad hoc case law shepardization, bill tracking across jurisdictions, market expansion analysis, compliance gap analysis, etc.

Justinian is deployed daily in state governments, federal agencies, and among legal and policy teams at the world's biggest firms.

Is your firm or agency next?

[DarylTanky @DRTnky]

???

Vapes are f*cking illegal now in Singapore and this mf selling vapes on telegram only got fined?

And only $3,500??

@SingaporePolice can you guys get your prosecutors to do a proper job

[Stacy Muur @stacy_muur]

Things I want to see built in crypto next ↓

1. Insurance for vault deposits

2. Credit scores for neobanks

3. Onchain reputation for borrowers/lenders

4. Better tax reporting tools

5. Stablecoin escrows

6. A decentralized Moody’s for protocols

7. Private perps, prediction markets, and DEXs

8. Prediction markets for yields and gas fees

9. Secondary markets for unvested tokens

10. Private reusable KYC

Who's building these?

[jseam @henlojseam]

Biggest psyops of Singapore is that you think you’re eating from mom and pop shops in Hawker centres, but nooo it’s all PE firms right now

The hawker stall you’re eating from is most likely a PE firm stall or is buying the supplies from the same PE firm

[MONK @defi_monk]

https://t.co/apshnc9oOr

[Avi Roy @agingroy]

7 supplements with actual human trial evidence for aging, ranked by proof strength:

1. GlyNAC (Glycine + NAC), $0.50/day
Baylor RCT, 24 adults, 16 weeks. Corrected 7 hallmarks of aging: oxidative stress down 70%+, mitochondrial dysfunction, insulin resistance, genomic damage, senescence. Glutathione up 164%. Gait speed improved.

2. Creatine, $0.10/day
Meta-analysis of 22 RCTs (n=721 older adults): improved lean mass and muscle function. WHICAP cohort (n=2,900): dementia risk down ~30%.

3. Urolithin A (Mitopure), $2/day
Nature Aging (Nov 2025), 50 adults, 28 days: expanded naive CD8+ T cells, reduced T-cell exhaustion, improved CD8+ fatty acid oxidation +14.7pp. Separate RCT: 12% muscle strength gain.

4. NMN, $1-2/day
GeroScience 2023, 80 adults, 60-day multicenter RCT: blood biological age held flat across all doses while placebo aged (p<0.05). NAD+ rose (p≤0.001). Six-minute walk improved.

5. Spermidine, $0.30/day
20-year Graz cohort: lower mortality. 1-year pilot in MCI (n=100): 42% showed cognitive improvement vs decline in placebo.

6. Alpha-Ketoglutarate (Ca-AKG), $0.50/day
42-person study (2022): ~8-year biological age reduction on Horvath clock. ABLE trial (NCT05706389, 120 adults, 6-month RCT): results pending.

7. Taurine, $0.15/day
Science 2023: 10-12% lifespan extension in mice and worms. Blood levels drop ~80% from youth to old age. Zero human aging RCTs completed. NCT05930210 ongoing.

The honest ranking: creatine has the most RCT replications. GlyNAC has the most hallmarks corrected. Taurine has the most promising animal data and the least human evidence. I'd start with creatine.

[AlgoFlows @algoflows]

Drake takes a shot at options traders on his recent ICEMAN album 🥶🥶🥶

[Will Eastcott @willeastcott]

Videogame technology is disrupting the real estate sector 🏡
📷 Scan a house
🪄 Train a 3D Gaussian splat
🌐 Publish to the web with @playcanvas
Buyers can speedrun through property listings! 🏃
Try it for yourself on SuperSplat 🔗👇

[Mocha @monster_models]

If you've been wondering why $STRC is taking longer to get to par this month, you aren't alone.

In the lead-up to the March and April ex-dividend dates, STRC spent about 10 days at par each month. If it returns to par by tomorrow morning, it will be limited to 6 days this cycle.

I've been thinking about this topic for a while, even before it became clear that STRC would struggle a bit more this month. Here are my thoughts.

Let's begin with a taxonomy of STRC investors. I count at least four types:

(1) Arbitrageurs who buy shortly before the ex-dividend date with the intention of selling STRC after the ex date. These investors are aiming to capture the dividend, less whatever capital loss they incur afterward.

(2) Arbitrageurs who buy shortly after the ex-dividend date — usually from type (1) sellers — with the intention of selling closer to par, so they can capture the expected capital appreciation of STRC on its way back to $100.

(3) Investors who treat STRC like a general-purpose money market account. You can loosely think of these investors as medium- or long-term investors who aren't afraid to sell some of their shares to raise a little capital here and there.

(4) Investors who will never sell STRC. Since it's impossible to tell type (3) from type (4) in advance, these type (4) investors can be thought of as starting off as type (3) investors and then graduating into type (4) after some period of time, similar to the way short-term cohorts graduate into longer-term ones in on-chain analysis.

Now we can reason through some deeper analysis of how these different investor types impact price:

→ In type (1), the selling pressure is what drives down the ex-dividend price and keeps it bogged down in that region for several days.

→ @PunterJeff once asked on an episode of True North, "Who is selling STRC at $99.99?" I remember hearing him pose the question and wondering the same thing. I now realize it's mostly type (2) investors. Type (2) investors notably don't need the price to recover completely to par before they can sell for a reasonable profit. Many of these folks will set their limit orders to sell in the range of $99.95 to $99.99. This is likely why the price of STRC tends to hover just below par for several days.

→ Type (3) investors may be overlooked as a source of selling pressure. These investors may have accumulated many dividends, but if they need to sell a few shares, they likely will want to sell at as high a price as possible, subject to their timing constraints, which leads them to temporarily transform into type (2) investors. At first glance, this type (3)-to-(2) cohort might be written off as having little influence since most type (3) investors aren't selling in any given month. But if we zoom out, it's easy to reason that most holders of STRC are neither type (1) nor type (2), which means most are types (3) and (4). This means that even if type (3) makes up a smaller minority of type (3+4), it can exert influence comparable to types (1) or (2) in any given monthly cycle.

→ Since they will never sell, type (4) investors are essentially invisible to the market and can thus be ignored entirely from the denominator when calculating fractions of impact. This is a somewhat profound realization, because it reveals that the entire STRC market on any given day is made up of either active arbitrageurs or investors who are entering or exiting positions from the type (3) cohort. Any reduction of inflows into the type (3) class will tend to lead to imbalance and sideways chop.

→ Notice that even as the market cap of STRC grows, even slight fluctuations in the share of market participants who fall into type (1), or especially types (2) or (3)-to-(2), can increase the number of days below par, which necessarily reduces the number of days at par.

→ Last month was a particularly successful month for STRC issuance. My best guess is that the huge inflow of capital during April changed the mix of investors noticeably for the current cycle, which is leading us into the current setup where we will have more days below par (and fewer at par).

→ My theory is that @Strategy leadership saw this dynamic developing in their private data — and/or saw in their modeling that it could or was likely to develop — and that it was the primary motivating factor behind their push for the semi-monthly dividend amendment. They likely understood before anyone else that the "~10 days at par" pattern we saw in March and April was unstable.

→ Ultimately, days at par is less important to the success of STRC than volume at par — or more precisely, captured volume at par. The big money seems to prefer arriving to the party fashionably late. Frequency of return to par will also help, and this will almost certainly double post-amendment.

→ Going forward, I expect the next cycle (going into mid-June) to look similar to this one. Once the semi-monthly dividend schedule is in place, I expect days per month at par to remain roughly similar for one, maybe two cycles. Beyond that, it's anyone's guess how this will shake out. My base case is for days at par to remain stable. It could increase if some of the arbitrageurs decide that the added churn needed to squeeze out those few extra bips isn't worth it. It could also decrease if the reliability of STRC draws in even more arbitrageurs who automate the arbing using AI.

One thing is certain: STRC has injected new vitality into $MSTR, the #Bitcoin ecosystem, and the broader financial markets.

🟠

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[Steven Liss @This_Liss]

Had a Jane Street phone interview in 2016. "Price a 6-month forward on carrots."
There's no carrot futures market, so I build one from scratch: seasonal harvest cycles, USDA demand elasticity, cold storage decay rates.
One trader stops me. "Your storage cost function– you're modeling the carrot as dead inventory. Like grain in a silo." He asks me the metabolic respiration rate of a post-harvest carrot at 2°C. I estimate.
"Your forward is overpriced by exactly that shrinkage. The underlying is consuming its own sugars. It's alive." Good correction. I adjust the model. I think I've recovered.
Rejection email comes the next morning. Subject: "Ethical Review." My framework, they write, "relied on the severance of the root organism from its growth medium." The question about respiration was a test. The carrot was still alive and I'd built an entire derivatives structure on top of its death without questioning whether harvest was an acceptable act.
I pull up the recruiter's original email. It doesn't say Jane Street. It says Jain Street– a non-violent quantitative commodities fund.
The carrot was never supposed to be priced. It was supposed to be refused. I later learn the only candidate who passed that round was a former monk from Gujarat who sat in silence for eleven minutes and said, "I cannot put a price on life." He's now a partner.

[₿ SG HODL ₿ @aetyanwing]

@paaiinnnn Lebron James

[FarmerJoe 🌎☮️ @FarmerJoe0x]

I find it interesting that no one on CT is talking about $STRC stablecoins.

If we combine the TVL of @apyx_fi and @saturn_credit it exceeds $300M.

What is most interesting is that DeFi TVL has shrunk due to the recent exploits so going against headwinds is very impressive.

Top 5 stablecoin backing in the making. Can see a path to multibillion as Saylor closes in on shortening the dividend timing (reduces the peg volatility / enables more efficient leverage).

[Oasis @oasishealthapp]

If you could only swap one thing in your wardrobe, make it your socks.

Your feet have the highest sweat gland density on your body — up to 700 per sq cm.

Polyester releases endocrine disruptors and carcinogens through your skin when you sweat.
One study found BPA in 100+ polyester sock brands at up to 31x safe limits.

Most “cotton” socks aren’t — Nike Dri-FIT Everyday Cotton is 30% polyester.

Find 100% natural fiber socks on the Oasis app.

[Justin Banks @RealJGBanks]

THE PHOTONICS ROTATION

Almost nobody is watching photonics.

As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure.

Here are 15 names positioned for it:

1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand.

2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion.

3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity.

4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales.

5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity.

6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand.

7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers.

8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure.

9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules.

10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production.

11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers.

12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient.

13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand.

14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems.

15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster.

Most people won’t care until these are already up 100%.

[Paul Sztorc @Truthcoin]

BREAKING: New Bitcoin Fork

I am helping create a **new Bitcoin Hardfork** -- dropping this August, called "eCash".

- Your coins will split. For example, if you have 4.19 BTC, then you will get 4.19 eCash.
- You may sell your eCash -- or keep it. Or ignore it!

Vegas:

- Yes, I will be in Vegas next week.
- No, I won't mention this, on stage -- (that would be rude).

Our L1 Node...

- is a near-copy of Bitcoin Core.
- is Sha256d mined.
- forks via a one-time difficulty-reset -- to its minimum value. (So, mining will be crazy at first.)
- Yes, we will change the seed nodes, the name, the network magic, etc.

Codewise, the L1 will remain compatible with Bitcoin Core:

- We will continue to merge their changes (even the bad ones).
- The L1 will activate Bip300/301 via CUSF -- the core untouched soft fork. So, no lines of code will be changed, on the L1.
- The activation client will be published periodically (link below).
- We will do several bug bounty contests this summer.
- The client will be frozen 30 days prior to the fork.

Yes, there will be Drivechains:

- We have 7 in developement right now.
- Users can also submit their own.
- Drivechain is a vision of "competing L2s" -- this avoids the "dev capture" problem.
- These L2s are all Merged Mined. Miners automatically get free $.
- Our L2s are already capable of planetary scale, and onboarding 8 billion users.
- We also have a zCash-like L2, with strong privacy.
- Other L2s: Truthcoin (Prediction Markets), CoinShift (Decentralized Exchange), BitAssets (NFT etc), BitNames (Identity), Photon (Quantum Resistant).

Unlike BCH (the 2017 fork):

- There is no "Bitcoin" in the name. New name, new brand.
- You are getting advanced warning (4 months).
- We are replaying all txns (at first). We will release a coin-splitter tool.
- This is a permanent & sustainable fix to Bitcoin's problems (instead of a 1 MB to 8 MB temporary fix).
- Back in 2017, the BTC tech stack was strong, and expectations for Lightning were strong. Today, it is the reverse.

Video to follow.

[Chubes (CUTE/ACC) @ChubesOnChain]

https://t.co/NCQaLdoFE0

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[₿ SG HODL ₿ @aetyanwing]

@hoeflatoor simi methylene blue limpei only play bonnie blue and bluray

[Bitcoin Asset Research @stonychambers]

I'm already seeing FUD about Strategy's cash reserve not covering as many months of dividends as before.

Consider this:

Every share of STRC adds $100 to the capital structure but will require $23 in cash if we wanted to ensure 2 yrs of coverage for that share.

In effect, this means that for every STRC share sold, Strategy should set aside $23 and only use $77 for BTC.

The effective cost of capital under this procedure is therefore immediately >30% because you only got $77 to invest yet you have a $100 notional outstanding and a $11.50/year obligation.

Imagine a loan origination fee of 23%... that's what we're talking about here.

It should be obvious that this is NOT the strategy of the cash reserve, or else there is no way for MSTR to outperform BTC.

Even a 30% BTC ARR, this has MSTR taking all the risk without any economic return since the cost of capital will eat all the ARR.

Therefore, the reserve may grow over time, but it certainly will not and cannot maintain a constant number of coverage years (unless the dividend rate drops, but this is not up to Strategy due to the impossible trinity).

The reserve's purpose was always to bootstrap initial confidence in the digital credit instruments, and to satisfy credit ratings agencies.

Once the confidence is there, the issuer can start to test the market's appetite. Testing can include:

- let dividend coverage fall
- let asset coverage (BTC Rating) fall
- stop raising dividends

These three tests have all happened. The final test is to lower the dividend.

The cash reserve is only a means. Market domination / Monopoly is the end.