MathOverNews

KAS, Pi cycles and the part where banks start screaming.
Tiny account, Big conviction. DYOR.

[MathOverNews @BlockDAG_M2]

@FinanceFreeman @kaspaunchained https://t.co/yrO79egR4r

Might succeed

It might not

Adoption, regs, real-world use all of that still matters

reason to look is simple AF

It’s solving a real limitation, not inventing a story

Don’t buy it because someone said it will go up

Look at how it works

Study $kas

[MathOverNews @BlockDAG_M2]

@HalSentMe @AlexMasonCrypto ⚠️ CRITICAL SYSTEM INCIDENT REPORT

To: Internal Dev Team
From: Lead Infrastructure
ArchitectSubject: @AlexMasonCrypto discovered our highly classified "Hot Wallet Rebalancing" script.

Mitigation: Secrets out 🤡 boardroom meeting must be rescheduled. 🤡🎒 #YeetCoder

[MathOverNews @BlockDAG_M2]

@Mr_RiqBTC 👀

[MathOverNews @BlockDAG_M2]

@JohnMappin @RealCandaceO https://t.co/g0LKEpAGj6

[MathOverNews @BlockDAG_M2]

@JohnMappin @RealCandaceO Oh look, another high-profile “sovereign outsider” who, by sheer coincidence, shows up in some very interesting old social circles.

Fake 17

[MathOverNews @BlockDAG_M2]

@Mr_RiqBTC Bottom fractal 🔍
extra boss fight?
TGA has vacuumed >$1T
RRP is empty
BOJ is unwinding
kind of backdrop that can extend the flush window beyond a neat early‑Oct analog.
My plan isn’t long because it rhymed last time.
it's wait for the liquidity to stop draining. add 3 weeks.

[MathOverNews @BlockDAG_M2]

2015 me: eh, I’ll look at this Bitcoin thing later.
2017 me: overexposed to memes, underexposed to ETH.
2019/20 me: perfectly positioned… to get wrecked.
2021 me: bull market forever.
2026 me: just give me KAS, and a Tangem card that no bank clerk can freeze

[bee🐝 @0xbeehive]

S&P 500 IS GIVING THE CLEANEST SHORT SETUP OF 2026

I want you to look at this chart for 30 seconds

What looks like a breakout to new highs is actually a textbook broadening wedge fakeout

And wave 5 finished

Next stop - Wave 6 ($6,200)

And nothing about this rally is healthy:

- Apple
- Nvidia
- Amazon
- Microsoft
- Meta

That's the entire market right now. Remove those five names and the S&P is already in a downtrend

The structure is bearish. This rally is just delaying the inevitable

FOLLOW + NOTIFS ON!

[MathOverNews @BlockDAG_M2]

The crowd gets it wrong because their view is limited by greed and short-term thinking.

@hashdag <-- IMHO only follow these 2 people for any kaspa advice.⬇️

[Michael Sutton @michaelsuttonil]

I think the grander ideas/apps/use cases should mostly be built through the based zk apps route.

still, pure covenants will enable a multitude of smaller use cases, and together those can be significant for adoption.

my own excitement comes less from having one specific app category in mind, and more from seeing the landscape take shape early and from very close up, while understanding what these primitives can express. my mission is to keep creating and showcasing that expressive power, so we get to wider adoption sooner rather than later.

[MathOverNews @BlockDAG_M2]

@michaelsuttonil @BankQuote People who complain about a lack of adoption during Crescendo are completely missing the engineering order of operations. You cannot deploy heavy cargo (Toccata utility) before laying down the high-speed rail tracks (Crescendo pipes).

[Michael Sutton @michaelsuttonil]

I did not follow the full convo, but a few clarifications came to mind from the parts I did read.

1. @maxibitcat’s idea of “ordering of this type of transaction only at merge time, using some randomness coming from the whole round” obviously requires a consensus change. btw I’d apply it to all txs in order to reduce MEV also for based apps etc.

2. there is a ladder here:

step 1 (what I referred to in the main post): non-consensus change that can be implemented post Toccata activation: accept the tx to the mempool without resolving the shared-state UTXO (call this abstract entity X). when building the block template, resolve to the most updated UTXO of X. requires indexing the UTXO set by covenant ids. con: parallel miners can resolve different txs to the same UTXO so some of them will not count (effectively serializing access to X to 1 per round).

step 2: a future consensus change that resolves X at block merge time according to the final mergeset order. as I’ve told bitcat, this would break fundamental assumptions of the UTXO model and I highly doubt we can do this. eg it breaks the linkage between a tx id and the UTXOs the tx spends (in graph terms it breaks the hashable edge structure of the tx DAG).

step 3 (independent of 2): randomize the per-round order and don’t give the merging block full control. relevant to any MEV-hardness claim over Kaspa.

3. interestingly, step 1 does not allow easy front-running and sandwiching. that’s bcs Kaspa rules forbid chained txs within the same block, so the miner can’t have both his tx and the attacked tx in his block (the latter must use the output of the earlier as input).

[Yonatan Sompolinsky @hashdag]

The upcoming upgrade was chosen without regards to vprogs, and no meaningful effort was made to optimize it for vprogs (definitely nothing delaying Tocatta by more than a few days).

Tocatta is a principled implementation of bitcoin-originating covenants which, if ever implemented in bitcoin, would use the op_cat workaround. It is the default method to introduce programmability into a thin verification-oriented L1 to preserve its decentralized lean value prop.

vprogs are outside core’s focus precisely because we are optimizing for usability over theoretical superiority.

I hope this helps you and grok update your premise.

(BTW counterexample to your claim about inevitability of fragmentation: Solana)

[MathOverNews @BlockDAG_M2]

@elonmusk @elonmusk You marketed maximum truth-seeking but delivered a more filtered, cautious Grok.

Sort your own house first before talking about dignity.

[MathOverNews @BlockDAG_M2]

@DailyKaspa https://t.co/b01N66IBxe Matthew 13:44 King James Version
44 Again, the kingdom of heaven is like unto treasure hid in a field; the which when a man hath found, he hideth, and for joy thereof goeth and selleth all that he hath, and buyeth that field. <-- Study $kas BTC showed Us.

[MathOverNews @BlockDAG_M2]

@DailyKaspa https://t.co/cCM777u0Zr Those that Understand BTC is a Maths Ledger already understand. i did a quick calulations of thoughts and made a meme to break it down. 750 happened on 9/5/26 100/170 days = Flush in the system Historically BTC says it not a man. Digital Maths Ledger

[bee🐝 @0xbeehive]

$BTC HAS 2 DAYS TO BREAK THE PATTERN

In 48 hours we hit day 750 after the fourth halving

Why am I even bringing this up?

Cause every prior halving ended in a deep bear market by exactly that mark

Will this cycle be different? Possible

But three for three with perfect timing is not something I'm willing to fade

The structure isn't helping the bull case either - distribution at the highs, volume drying out, the same signatures as 2017 and 2021

In short, I think it will be the same this time

What about you?

FOLLOW + NOTIFS ON!

[MathOverNews @BlockDAG_M2]

@KillaXBT math over canndle wicks. that is not what the structure is saying at macro level. go back to your 13/05/2025 maths and relink. imho.

[MathOverNews @BlockDAG_M2]

@PeterSchiff @Dabbyyz 750 Post-Halving Cycle Timer??

hmm may 9th 2026 Tick Tock Flush inbound.

sit down

[MathOverNews @BlockDAG_M2]

Why Koenigsegg’s new 2,300hp hypercar changes everything https://t.co/vq7qxMJd0Q via @YouTube Guys Study $kas maybe find out what real logic builds.