As of today, there’s essentially 5 companies who have successfully completed meaningful SOTA moving decentralized *pretraining* runs:
- @PrimeIntellect (10B INTELLECT-1, Oct 24)
- @Pluralis (7.5B Node0, Oct 25; 8B Agora launch, May 26)
- @NousResearch (40B Consilience, May 25)
- @covenant_ai (Coventant-72B, Mar 26)
- @MacrocosmosAI (Orion-100B, June 26)
In October ‘24, I thought we would enter a decentralized AI training race. I think that’s gearing up now.
there never were and never will be any kol campaigns kol deals or kol investments for @ikadotxyz or @encrypt_xyz, so:
1. please stop dming me
2. if you see someone talking about us on the timeline, you can relax and enjoy reading without speculating what backdoor deal led to it
Not a good take.
DeFi infra today is materially more resilient than in prior cycles (partially also thanks to AI).
Also DeFi has improved across the board over the years:
- better risk engines + lending market structures
- formal verification, audits, bug bounties
- better cap management, oracle improvements
- automated monitoring and security operations inc. circuit breakers
- far better tooling for smart contract security (including AI-assisted analysis)
Ironically, a lot of the remaining attack surface now comes from web2-type opsec, which is why many DeFi teams are investing heavily into better processes (inc. SOC2-based), infra hardening, and internal controls.
DeFi is constantly evolving, but pretending the industry hasn’t matured significantly or that AI is only a net negative for DeFi security is simply not true. The same AI capabilities attackers use are also increasingly used by security researchers, auditors, and whitehats to strengthen protocols.
DeFi Will Win.
01 · @DagonSolana 🥇
a confidential matching engine. private DEX, sealed-bid auctions, CPMM.
every bid stays secret. prices still clear.
powered by @encrypt_xyz. this is what encrypted capital markets actually look like.
Lending and borrowing is foundational to our concept of credit.
Arc is designed to give builders a way to bring it onchain with infrastructure designed for real credit markets:
→ Stablecoin-native lending flows
→ Sub-second deterministic finality
→ Programmable, composable credit logic
Whether you’re building an institutional loan origination system, an undercollateralized DeFi credit protocol, or a stablecoin-native money market.
Arc offers a programmable foundation designed to work with real-world finance.
https://t.co/bwNSpS7Psl
i've been in crypto for almost a decade but most defi opportunities always felt like too much to keep up with.
new protocols, positions, risk, bridging,... most of this needs to be abstracted away.
today we can finally share what we're building to solve this: @yieldy_io.
i'm building it with my cofounders @alexdimes7 and @sopke86.
yieldy is a non-custodial routing layer for stablecoin yield. connect, pick a risk level, earn. all the complexity hidden away behind a beautiful product.
the broader context: defi really built all the building blocks that users can use, but the reality is that most don't. about $280B in stablecoins sits idle onchain. that's 87% of all supply.
we're starting with USDC from @ethereum into a diversified position across vetted @solana vaults. native USDC on both sides via @Circle CCTP.
this product is a culmination of years of experience and continuously identifying the same problem. defi is too complex for regular users to use, although we have all the building blocks. most then default to CEXs with their custodial products, as opposed to giving onchain defi opportunities a chance. rightfully so. the fact that it's technically available doesn't mean there isn't massive information asymmetry at play.
i am really excited to be finally building our version of the solution. one that hopefully helps current stablecoin holders, and expands the entirety of the crypto space along the way.
Private credit is the most DeFi-composed tokenized asset category onchain.
64.3% of category value is active in DeFi, vs 3.2% for US Treasuries and 2.5% for commodities.
It thrives onchain because the assets are offering high yields, stablecoin-collateralizable, actively used in looping strategies, and uncorrelated with broader crypto market.
We are investigating unauthorized access to GitHub’s internal repositories. While we currently have no evidence of impact to customer information stored outside of GitHub’s internal repositories (such as our customers’ enterprises, organizations, and repositories), we are closely monitoring our infrastructure for follow-on activity.
We founded @cerebras with a vision to forever change AI compute.
Yesterday we went public on the @Nasdaq, an important step towards that goal.
Today our AI super computer solution was the centerpiece of a collaboration between the Governments of the UAE and India.
We are honored and humbled.
GMX Yields are LIVE on Nuvolari!
Be the house. Earn as counterparty to perp traders on @GMX_IO :
↳ Fully-backed - BTC, ETH
↳ Synthetic (WETH-USDC backed) - GMX, ENA, GOLD, NATGAS, WTIOIL, XMR and more
Liquidity is Pooled by users instead of individual market makers.
Pick your market and earn fees + PnL, risk‑isolated.
@ https://t.co/MJG9w3Kqca code: GMXHEDGE
We're happy to present our 2026 outlook.
This year is already taking shape, and the opportunity space for founders is even wider than anticipated.
If you're building in any of these areas, we would love to talk to you.
https://t.co/x3kKdUpvdz
Academic research meets real network economics 🔺
The Avalanche Foundation is funding original research at the intersection of economic theory and decentralized network design.
Grants of up to $50,000 available for researchers and independent scholars working at the frontier of economics, finance, computer science, and engineering.
i've met quite a few people in miami (and here online) that asked me "what's the plan for ika", and although we have said all of this many times on many platforms, let me clear it up here in the most direct way possible:
1. ika is dev infra. it's one of the most powerful pieces of dev infra to ever exist in crypto, but for that potential to be realized we need devs and usage for ika's infra, and that has been a big gap that we're working to close in 2 meaningful ways - solana and encrypt.
2. solana is the number 1 dev platform in crypto, which is why ika is coming to solana. ika will still be available on sui, but our focus is solana because that's where all the developers are - since we announced it 6 weeks ago, we've had more developers interested in, exploring and building with ika than we've had in the past 4 years!! there's nothing that's even close to solana when it comes to developer velocity. absolutely nothing.
3. we're also launching an ika product ourselves on solana, which is itself another super powerful piece of developer infrastructure - @encrypt_xyz. privacy is going to have a huge role in crypto in the next few years, and encrypt's FHE tech is the best in the world. there are many developers building with encrypt, and every encrypt tx will also be an ika tx, which means every encrypt builder is also indirectly an ika builder. encrypt is a HUGE WIN for ika.
4. both ika and encrypt are live on solana devnet, and their launch timeline for mainnet will be announced soon. the next season of tasks for ika will be on solana after we go live on mainnet there, which will conclude season 1.
5. i've said it many times before, we are here to make cryptography infra that solves the hardest problems in crypto - custody, interoperability and privacy - and help crypto get mass adoption so it can change the world. over the past 4 years we did the impossible and solved some of the hardest cryptography research problems that many teams before us have tried to solve and failed. in the next few years we're going to do the impossible again with developer adoption. i know that crypto people have ptsd from unserious teams abandoning projects left and right, but this has always been a life-changing mission for us. we don't care about cycles or trends or what vcs think or what people say on twitter. we've been working on this mission day and night for 4 years, and the work is far from done. we will not stop or slow down until 90% of crypto txs are signed with ika.
@solana is a game changer for @ikadotxyz, and @encrypt_xyz is a big part of that
get ready for the next chapter anon, it's going to be fucking amazing
5000 users on the Gateway!
GIVING AWAY 3 FULLY LOADED TRADERCLAW SETUPS.
3 winners will receive:
• 100k solana:4bCcwHAANr5dntJQmmZVqre6kxggchiuJRYiybBVpump
• 1 month GPT Pro subscription
• 5 SOL preloaded in wallet
Everything you need to run your own autonomous trading desk.
We are going to ship @JPYStableCoin, the first bank-backed JPY stablecoin, in a few months. What I want to achieve is to leverage the lowest-cost funding currency on earth — JPY — to invest in the highest-growth assets, i.e., US stocks, executing fully onchain. It will be big.