Darcy | GM world

GPT @Nerdy_node | yap @blockbase @antler

[Paradis @ParadisLabs]

Recommended reading for the weekend:

1. @alexandr_wang — Why I'm Building Muse
2. @gregisenberg — AI-native services: a $100B opportunity
3. @FranklnTempletn — Macro Views: Growth Holds, Pressure Builds
4. @Google — Behind Project Suncatcher, our moonshot to put AI in space
5. @EpochAIResearch — The plunging price of thought
6. @AnthropicAI — Measurements for
understanding the pace of AI development inside frontier labs

Hope everyone has a great weekend!

[Ondo Finance @Ondo]

Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.

Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.

The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.

1. BLKHIon: Ondo High Income Powered by BlackRock

2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock

3. BLKGRWon: Ondo High Growth Powered by BlackRock

Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.

“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock

Ondo Intelligent Portfolios can unlock novel capabilities:

→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token

This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.

[Darcy | GM world @bunrieuJ]

@hsinju @sanfordheisler RIP

[Darcy | GM world @bunrieuJ]

@hamanh_hl @risechain @RisePunks @risextrade 0x830028ee54756115ebdab41d688ed7c3f1ae5994

Leggo

[Hà Trần @hamanh_hl]

The first NFT collection on @risechain :
@RisePunks

A few things to keep in mind:

Only 2,000 Punks will ever exist.

And yes, I have 10 WL spots to give away.

How do you get a WL spot?
→ RT
→ Follow @RisePunks @risextrade @hamanh_hl
→ drop your wallet

You have 10 hours from the time this post goes live to react.
I’ll let you know if you’re infected or not.
Mint is September 24th.

— RISEPUNKS —

[Henrik @Henrik_on_HL]

You’re not betting on Hyperliquid.

You’re betting on two Harvard grads, Jeff and Iliensinc, working like absolute maniacs and shipping crazy shit at an insane pace.

[Andy @andyyy]

Hyperliquid is about to go parabolic.

[Wise @trikcode]

Now is the perfect time to become a:

- Data Scientist
- Data Engineer
- ML engineer
- Al engineer

[Cathie Wood @CathieDWood]

Blockchains have been around for more than a decade, and more will launch. In this piece, Lorenzo offers a digestible (!) framework for understanding the different business models, trade-offs, and go-to-market strategies chains are using to scale, monetize, and acquire users.

[Route 2 FI @Route2FI]

Really good article. Worth reading.

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Ryan Watkins @RyanWatkins_]

Just imagine how fast Hyperliquid could gain market share as it undercuts Kalshi and Polymarket by 30x - 50x on fees, while offering predictions in a unified global experience alongside perps.

The Everything Exchange™️ is not a meme.

[Dammy @OlatunjiAyokan2]

Micro1 just changed their AI interview.

I cracked the code. Here are the exact answers they are looking for: 🧵

[andrew pignanelli @ndrewpignanelli]

Announcing Cofounder 2: Run an entire company with agents.

It's the infrastructure for the one person billion dollar company - orchestrating agents across engineering, sales, marketing, ops, and design.

(and yes that's my real grandma in the video)

[Trox @troxhl]

Do you know about CBB (@Cbb0fe)?

>Spent a holiday learning Solidity after his friend mentioned a bot that cleared $500k on one Uniswap listing, then made $50M sniping token launches in two years

>Never traded stocks until Hyperliquid listed them in October 2025, learned Interactive Brokers by pasting screenshots into Claude, then made $10M arbitraging the two

>Farmed Blur with a bot that bid only when a rival farmer bid, and took $15M out of the first two seasons

>Two-second HyperEVM blocks mispriced HYPE against HyperCore; he ran $12.5B through the gap for $5M profit and paid $1.2M in gas fees

>Sold $200 out of a blacklisted wallet to see if it would go through, then $2,000, then about $6M in fifteen minutes

>Eight hours in a French police station in 2023, three of them spent teaching the officers how Uniswap sniping works. They asked which coin to buy before releasing him

[Darcy | GM world @bunrieuJ]

@heydotxyz Gm

[Max For AI @MaxForAI]

🚨因为AI的发展突飞猛进，斯坦福软件工程课里85%的内容就过时了。

斯坦福最新公布了2026年秋季课程 The Modern Software Developer，负责课程的教授直接说：

2025年秋季课程里，85%的材料已经过时。

原因很简单，去年11月Claude Opus 4.5之后，Coding Agent的能力发生了一次明显跃迁，软件开发的工作方式也跟着彻底变了。

所以今年课程几乎重新设计。

��生要学的已经不是怎么更熟练地手写代码，而是：

Agent Skills
高级Context Engineering
MCP
Agent-ready代码库
Agentic Code Review
安全
并行后台Agent
Software Factory

甚至每个学生都必须直接给真实世界的生产级开源项目提交PR。

目前课程的合作项目包括Browserbase、HeyGen、OpenHands、Milvus、CrewAI、Warp、Vercel、Unsloth、Anyscale等一大批AI项目。

课程的核心是LLM时代，AI-native Developer会成为软件组织里最重要的一类人。

以前大学教你怎么写软件。

现在斯坦福开始教你，怎么管理一群Agent写软件了。
9月22日开课，所有课程和资源都会免费公���。

[Blur @BlurCrypto]

genuinely believe this is a game changer. best execution at the cheapest cost to the trader. just like perps, but significantly better. can’t wait to see how swaps grow. $40m OI already. generational 🫡

[Hyperliquid Research Collective (HRC) @HyperliquidR]

2026 Trade[XYZ] Q2 Report

Today, we're excited to release Trade[XYZ]'s 2026 Q2 Report.

While three of its HIP-3 rivals, Felix, Ventuals, and Dreamcash, shut down entirely this quarter, Trade[XYZ] pulled further ahead. Its share of HIP-3 volume climbed from 84.5% to 95.1%.

Quarterly volume rose 79.2% to $202.36B.

More importantly, this was the quarter Trade[XYZ] stopped competing for the category and started defining it.

Pre-IPO Perpetuals launched in May, and Cerebras, SpaceX, and Quantinuum all ran the whole way through to their public listing and converted cleanly into standard equity perpetuals, the first real evidence that a permissionless, onchain market can price a private company's opening trade with remarkable accuracy.

Equity volume grew 377% to $58.9B, the fastest-growing segment of the quarter, and the CFTC's approval of the first US-regulated perpetual futures contract gave the clearest regulatory validation Hyperliquid has had to date, a landmark Trump has since built on, saying CFTC Chairman Mike Selig is working to bring Hyperliquid into the US.

Enjoy the read. Some excerpts below, with the link to the full PDF.

Hyperliquid.

[Bloomberg @business]

Hyperliquid Labs is in advanced talks to bring its perpetual futures to US traders through Kraken’s parent company Payward, just weeks after President Trump said his administration was working to bring the fast-growing platform into the US. https://t.co/3TyQg0jgLi