deainode

AI research, web3 observer and investoor.

[deainode @deainode]

@KSimback this would be a very useful service for delphi subscribers.

[The Kobeissi Letter @KobeissiLetter]

Fear is building beneath the market’s surface:

The Fear & Greed Index is now down to 24.8, the lowest since early April.

This metric is now below the 30-point threshold, signaling "Extreme Fear" among investors.

The reading comes despite the S&P 500 sitting just -3.7% below its all-time high.

By comparison, the index bottomed at 5.8 points on March 30th and 5.2 points in November 2024.

This comes as the 5-day average put-to-call ratio is up to 0.84, the highest since the 2nd week of April and above the levels seen between July 2025 and January 2026.

Keep watching sentiment.

[deainode @deainode]

@jbrukh how does one invest in this if you are not a VC? the key names like Pluralis and Nous are uninvestable right now.

[deainode @deainode]

@sudoingX @anthonyisaacson Where can I dive deep into the Hermes agent architecture?

[Lacey @lacey_wisdom]

Feels incredible to see our network company Science featured in Time magazine for restoring vision in the blind 👀 , breakthroughs like this from startups like Science are why I love my job

[deainode @deainode]

@tyleraloevera Your title is misleading, its cow dung, not poop.

[deainode @deainode]

Michael Howell @crossbordercap raised some important concerns around this time. My own execution was imperfect but has given me enough stables and BTC.

Its incredible to have the access to learn from amazing folks. I am still unsure if this is just a dump or we are entering bear market. I am slightly tilted towards bullish continuation in a few months. But having BTC and stables allows me to adjust for any condition.

[deainode @deainode]

@Aptos @LoganJastremski Can you please compare Shelby and Walrus for us. Thankyou.

[deainode @deainode]

@osf_rekt I had a lot of equity call options that did well and I rotated them to crypto this late september. 🤦‍♂️

[deainode @deainode]

@ilblackdragon Absolutely. I am really excited for this to be solved using blockchain based traceability.

[deainode @deainode]

@KookCapitalLLC Why not bittensor? I think the subnets are bringing in intense competition to bring out both product market fit and high quality products. I think this is more on the AI app/inference layer. The open AGI plays I like are Sentient, PrimeIntellect. Anything else on your mind?

[deainode @deainode]

Bittensor = Optimize (Intelligence/Energy)
Where free markets are the optimizers. @RaoulGMI @BarrySilbert @DreadBong0

If AI economy is about maximizing intelligence per unit energy, I am not sure there is a network that is better designed for this.

[deainode @deainode]

@blknoiz06 I have always thought of AI as a concentrator whereas permisssionless methods are the true distributors of wealth.

[deainode @deainode]

@0xCryptoSam One advice from Naval comes to mind: Play long term games with long term players. Avoid the rest.

[deainode @deainode]

@_The_Prophet__ it seems we not only need to end QT but also start QE to refinance the debt. Hard choices indeed.

[deainode @deainode]

I created a little financial plumbing cheatsheet (w chatgpt help) for me to reference during high vol season. 🧵