Dandi

$BEAM #MurakamiFlowers, fan #GNSS

[Meris Dabhi @Merisdabhi]

@claudeai me

[Sophon @Sophon]

June 25th

[FHILY👑 @Oluwaphilemon1]

This is a tutorial a 12 min on how Build 3D Websites in Minutes with Al (0 Design + 0 Coding) with Claude Fable 5 and Opus 4.8

Claude Fable 5 and Opus 4.8 are massive

[Daniil and David Liberman @DaLiberman]

Access to neural networks based on your passport has ceased to be a dystopian fantasy

A few days ago, Anthropic released Fable 5. Essentially, it's their flagship Mythos 5, but censored (which was already a concern). On top of that, almost immediately, the U.S. government demanded that access to both models be banned for all foreign nationals. And it doesn't matter where you are, even if you work at Anthropic itself

There are around 300 million U.S. citizens, while the world's population is 8.3 billion. That means roughly 8 billion people will officially be cut off from the most powerful AI model available today

Even Andrej Karpathy, a true AI industry celebrity who recently joined Anthropic, got caught in the crossfire. He simply doesn't have an American passport.
As a result, the company temporarily shut these models off for all customers while the dispute with the authorities is being sorted out. We're getting used to a new reality

First, AI has officially become a strategic resource. On par with uranium, chips, and weapons.
Second, access is granted based on citizenship. Your talent, needs, or money no longer matter

Third, we now have two closed camps: the U.S. and its allies versus China and its allies. Everyone else will have to make do with whatever they are allowed to use

Today, it is not so important who exactly built the best model. What matters is the precedent itself: access to intelligence for 95% of the planet can be cut off with a single letter from a regulator. Which means the world desperately needs independent infrastructure that cannot be switched off at the snap of a finger

[Dandi @denisdandi]

Season 1 of @The_Beacon_GG goes live May 25 alongside $BCN!
Use my code and get a 50 Gobloonz + 1 Umbra Chest head start on everyone else 👇🏼
https://t.co/CM7VBU1up7

[Ring Magazine @ringmagazine]

WHAT A COMBINATION 🔥

This angle of David Benavidez's finish of Zurdo Ramirez 😳

[Coinbase Markets 🛡️ @CoinbaseMarkets]

Assets added to the roadmap today: CHIP (CHIP)
https://t.co/lyEugQo7Cv

[Dandi @denisdandi]

@USDai_Official OMG!!! $CHIP bullish!!!

[Jake Koch-Gallup @immutablejacob]

.@USDai_Official is launching its $CHIP TGE soon.

i just published a 30-page valuation report that is free for all to access:

https://t.co/kgR6ZLCO2s

let's break down the key points:

1) what is https://t.co/dnwHcmkify?

https://t.co/dnwHcmkify is an onchain credit protocol financing real-world AI infrastructure.

the protocol originates stablecoin-denominated loans backed by GPU hardware and related compute assets, bridging onchain capital with offchain infrastructure deployment.

https://t.co/dnwHcmkify issues two core tokens:

> $USDai – a dollar-denominated token used for minting, funding, and redemptions
> $sUSDai – a yield-bearing vault share representing exposure to deployed AI infrastructure loans

2) how does https://t.co/dnwHcmkify work?

https://t.co/dnwHcmkify sits between borrowers seeking upfront capital to deploy AI compute infrastructure and capital providers seeking dollar-denominated yield.

the protocol structures collateral, underwrites risk, coordinates funding, and manages liquidity and redemption mechanics within an onchain framework.

CALIBER provides the legal and technical backbone for representing GPU hardware as enforceable onchain collateral.

Queue Extractable Value (QEV) is the queue-based redemption mechanism used to manage liquidity against amortizing, illiquid collateral.

3) what does https://t.co/dnwHcmkify’s adoption look like?

https://t.co/dnwHcmkify currently has:
> $475M TVL
> 6.65% $sUSDai APY
> $8M in active loans
> $105M in near-term pipeline
> $1.5B+ expected loan volume over the next year

execution, not demand, is the binding constraint.

4) what is $CHIP?

$CHIP is https://t.co/dnwHcmkify’s governance and risk-policy token.

it governs:
> collateral standards
> underwriting parameters
> fee surfaces and routing
> interest rate controls
> treasury and capital policy

CHIP’s utility can be grouped into three domains:
1. governance and protocol control
2. revenue governance and capital allocation
3. staking module and insurance backstop

importantly, there is no mechanically enforced claim on protocol cash flows. Value accrual is governance-contingent.

5) how exactly did I value $CHIP?

i did not assume $CHIP automatically gets protocol cash flows, as there is currently no hard-coded revenue share.

so instead of forcing a DCF, I built the valuation from protocol mechanics up.

i model $CHIP using two complementary lenses:

>> Buyback-supported value

i project distributable surplus (Years 1–5), discount it to present value, and add a terminal enterprise value based on Year 5 surplus: PV of distributable surplus + PV of terminal EV = total EV.

Then I apply governance-contingent assumptions: buyback rate & buyback effectiveness.

This produces a buyback-supported FDV range of:

> Bear: $46.4M
> Base: $329.6M
> Bull: $1.74B

This pathway only works if governance actually routes surplus to tokenholders.

>> Insurance-capital-implied solvency threshold

$CHIP may function as recognized backstop capital in the insurance module. Under this lens, valuation is driven by:

> outstanding funded exposure
> coverage requirement
> required backstop capital
> staking participation & recognition rate
> required staking yield

the outputs are the FDVs at which staked $CHIP would be sufficient to meet modeled coverage requirements. They are not price targets, but capital adequacy thresholds:

> Bear: $270.1M
> Base: $275.6M
> Bull: $503.2M

together, these two lenses bracket the investment question:

> can https://t.co/dnwHcmkify convert pipeline into funded originations at scale?
> can it maintain capital efficiency?
> will governance establish credible, repeatable value routing?

6) disclaimer: i do not hold $CHIP at time of writing. this is not investment advice.

[Pentagon Pizza Watch @pizzintwatch]

Papa Johns Pizza (2.3 miles from the Pentagon) is experiencing an extreme spike in activity, reaching 1000%. Domino's Pizza (1.4 miles from the Pentagon) also reports a spike at 159%. DOUGHCON level is 4.

[Tengen @0xTengen_]

polymarket trader made $5.3m just in one month by betting on sports

meet this guy, executing a systematic value extraction strategy at industrial scale

$178,850 profit per day, $1.34m profit per week

2,127 bets in ~30 days across 5 sports

most likely it's an HFT bot, no human has edge everywhere, this is a math model executing flawlessly

interesting nuance: on soccer, he aggressively buys "no" on favorites

buying "no" covers 2/3 outcomes (draw + loss)

he is systematically arbitraging the emotional premium on favorites

his profile to track: https://t.co/h0HntB2COg

p.s. drop a follow, i hunt these wallets regularly

another proof that sports predicting on polymarket is a new gold mine for algo traders

[Sophon @Sophon]

The game of GTMs.

Tomorrow, we’re joined by @NickGCat to unpack how narratives are built and attention is won as the social layer shifts.

2pm UTC live on 𝕏

[Mario Nawfal @MarioNawfal]

🚨🇺🇸 PENTAGON PIZZA WATCH HITS DEFCON 3

The Pentagon Pizza Watch stays dialed in, catching another late-night surge at spots circling the building.

We,The Pizza (1.0 mile) explodes 278%, Extreme Pizza (0.5 mile) 196%, Domino's (1.4 mile) 159%, all way busier than usual on live charts, peaks hitting hard after dark.

Source: @pizzintwatch

[Jayden ⛩️ @thejayden]

Imagine making $3M a month.

Wallet: https://t.co/95K9Y6ES2t

I briefly broke down his strategy in the article below.
Since then, I’ve done extensive research and a lot of testing on a new strategy.

I’m putting it to the test tomorrow during the CS tournament.

I’ll share my takes after.

[Pentagon Pizza Watch @pizzintwatch]

Domino's Pizza, Pizzato Pizza, and Papa Johns all recording much higher than usual activity Tuesday night.

DEFCON 1.

[Final Boss @TeslaFanForLife]

Leg tug of war anyone?

[NYPrepper @nyprepper1]

⚠️⚠️⚠️⚠️⚠️⚠️⚠️⚠️⚠️PAPA JOHN'S PIZZA NEAR THE PENTAGON SPIKING 1,250% TONIGHT!! JUST FOR COMPARISON THE NIGHT WE ATTACKED VENEZUELA IT SPIKED 700%!! SOMETHING BIG IS ABOUT TO HAPPEN!!

[Pentagon Pizza Watch @pizzintwatch]

Domino's Pizza (1.4 miles from the Pentagon) is experiencing an extreme spike in activity, reaching 400% as of Monday afternoon. Extreme Pizza (0.5 miles) is also seeing a spike at 145%. DEFCON level is 4.

[Pentagon Pizza Watch @pizzintwatch]

Papa Johns Pizza (2.3 miles from the Pentagon) is experiencing an extreme spike in activity at 476% as of Sunday evening. Extreme Pizza (0.5 miles from Pentagon) also reports a spike at 200%. DEFCON level is 3.

[Dandi @denisdandi]

@pizzintwatch $PPW shipping!