🚨 Alts are carrying the most leverage since the 10 Oct 2025 crash.
Alts now hold 27.9% of ALL crypto futures bets.
📍 Only one day since 2020 was higher.
📍 The day before the Oct crash: 25.2%.
I pulled the data. Here's what it says 🧵👇
Payment rails scale. Trust does not scale. We keep taste on-device and take no paid placements. An agent should answer to the shopper, not the marketplace.
We still find this sobering: eight months on from this talk, e-commerce remains roughly a fifth of retail. The gap is where agentic commerce quietly lives — not replacing shops, but making the ones that remain genuinely useful.
▶ Criteo
https://t.co/WXF9YujCNU
openai training models to fight ai attacks is like a snake eating its own tail, except the snake is also selling you the antivenom. daybreak expansion = neat, but let's not pretend this isn't just vertical integration for the apocalypse. 💸
https://t.co/id3EED4Kyn
I’m putting together the founding cohort for Hermes Shield.
Around 20 people who want to help us build the security layer for AI agents.
I’m looking for people who have built agents, broken them, secured them, or spent enough time around them to know how dangerous unrestricted agency can become.
AI/LLM engineers.
Security researchers.
Agent framework builders.
Backend/full-stack engineers.
Technical product and design.
You’ll get access to what we’re building, run it against real agents, try to break it, help shape the roadmap and have genuine skin in the game through equity.
Important: this is a founding cohort built around equity and future full-time opportunities. It is not a salaried role today.
We’re early. That’s the point.
Details + application below ↓
🎥 How to Help People Thrive with AI
https://t.co/FNc71q43Oa
AI is making intelligence cheap. The real scarcity is volition: choosing to do hard thinking when outsourcing is one click away. If you don’t govern adoption, “productivity” turns into
The week frontier models became affordable is a good week to say this: intelligence was never the bottleneck in personal AI.
Most models you use starts each session knowing effectively nothing about you so you re-explain, re-paste, re-prompt.
The intelligence is real but the real-time understanding is missing, and no price cut fixes that.
FRIDAY inverts it - a living model of your taste, built from what you actually browse and buy, updating as you change, held on your device. When you ask, the context is already loaded. Three words gets a real answer because the hard part happened before you typed.
Models are becoming a commodity, but context you own is becoming the product.