DocDogDog | ⛩️✨

💙 scallop

[Eric Daugherty @EricLDaugh]

🚨 HOLY SMOKES. Rep. AOC just SELF-DESTRUCTED while trying to represent America in Germany

"Should the US commit troops to defend Taiwan?"

AOC: "Um, you know, I think that, uhh, eh, this is such a, uh, you know, I th-I think that this is a, umm, this is of course a, uh, a very longstanding, um, policy."

WTF?!

They're gonna run her for president? LMAO. Brutal.

[Alex Becker 🍊🏆🥇 @ZssBecker]

As bad as it gets remember :

There’s another timeline where Kamala won, Bitcoin is -$34,000 and you are in a lgbt re-education camp for not taking your kid to a government mandated drag queen story hour.

Be thankful. There is hope.

[ZachXBT @zachxbt]

NEW LEAK: Price sheet of 200+ crypto influencers and their wallet addresses from a project they were recently contacted by to promote.

From 160+ accounts who accepted the deal I only saw <5 accounts actually disclose the promotional posts as an advertisement.

[DocDogDog | ⛩️✨ @DocDogDog1]

@OdyseeTeam I've been a long supporter of the Odysee platform. May I ask what would happen to LBC? On the website, you just say that LBC will be going away and AR will be used.

[DocDogDog | ⛩️✨ @DocDogDog1]

I just claimed my $BLAST airdrop. Earn over 50% APY on USD by holding $BLAST on Blast Mobile https://t.co/7yqafEkShb

[DocDogDog | ⛩️✨ @DocDogDog1]

@NoahKingJr Hi, glad to connect.

[Sui @SuiNetwork]

👀 @wallet_tg has now enabled users to buy/sell SUI.

Now, 100M+ signed up users will have access to buy, sell, and hold SUI directly from @telegram.

Try it out today 👇

[0rbit | (🐘,💫) @0rbitco]

A BIG ANNOUNCEMENT

0rbit has been acquired by @fwdresearch (🐘,💫)

[Mosi @VannaCharmer]

https://t.co/x8iVYz6Gm1

[Tate @TateBerenbaum]

The importance of revenue in a market of speculation.

How do Arweave and AO make so much money?
—

Arweave first:

Users pay a one-time fee to store data on Arweave. The fee is proportional to the size of the data uploaded and is designed to fund the storage of that data for >200 years. How? Data fees go into an endowment that is paid out over time to miners for proving that they’re storing data on the network.

Over the last few days, the amount of AR contributed to the endowment fluctuated between ~800-1700 AR/day, which is really cool because >99% of that AR is leaving circulation to fund the endowment and be paid out to miners over the next 200 years. We’re on track for 0.5% annual AR deflation at current figures.

Source: https://t.co/zejirnIuba

It’s profitable too!

I built a miner in my closet and there are hundreds of others around the world. They wouldn’t be operating if it didn’t make economic sense to.
Source: https://t.co/QE5rbXrhIv

For those that compare the revenue to ETH or SOL and notice it’s way higher, you’re right; there is much less AR going to the endowment than the value of the revenue from ETH and SOL every day. This is because active compute as a primitive is much more expensive than passive data storage.

It’s better for Arweave to make money by providing more, cheaper storage (compared to ETH and SOL) than lower quantities of more expensive storage.

We’d rather focus on growing the number of genuine, paying users of AR to increase revenue to the endowment rather than relying on speculators to pump the token price and/or capping the amount of throughput the network can handle and cause a bidding war.

—
What about AO though?

It’s important to note, first, that Arweave has been around since 2018 and AO just shipped mainnet a little more than month ago. It’s still early, and the exact details are coming in real time as the infrastructure matures.

With that said, there are 3 types of users that will be receiving revenue from AO:
1) People running AO
2) People building AO
3) People building on AO

I’ll start with people running AO since that is the easiest: In exchange for providing compute resources to the network, you can earn AO tokens from users paying to use them. Very simple. This positions AO as a sort of "gas token."

The people building AO itself earn revenue through the AO Pre-bridge when users deposit yield-bearing assets in exchange for AO tokens. The deposited principal can be claimed back any time by the user, and the yield from DAI and stETH go to the guild of teams developing AO.

So far, there have been hundreds of millions in deposits for the pre-bridge, and eventually, the bridge will open on the other side too, enabling all of that collateral to flow into the AO ecosystem. Regardless, it currently generates millions/year in revenue already.

Source: https://t.co/WjG7i7YSoq

People building on AO will be able to receive revenue from the Permaweb Index. The gist here is people can choose to redirect the AO yield they’re earning (through depositing yield-bearing assets into the AO Pre-bridge) into the Permaweb Index or projects inside of it. In exchange, projects building on AO earn a revenue stream in AO (aligning them with the network) and you earn the project’s tokens.
—

AO’s revenue model is incredibly interesting because it manages to sustainably fund the infrastructure providers, builders, and contributors to the network all while aligning incentives too.
—

The coolest part about all of this is that AR and AO economically benefit each other.

AR wins because every message on AO results in a transaction on Arweave, and all data for AO lives on Arweave. AO’s growth directly impacts the usage of the underlying Arweave network. Last month AO alone accounted for nearly 1/3 of all transactions made to Arweave, and it just launched mainnet!

Source: https://t.co/hP1gCiP7R7

AO wins because it’s able to rely on Arweave for settlement and data persistence without having to build a storage network of its own. It’s also inherited a community of builders and retail users.
—

I personally don’t aim for Arweave to be seen just as tooling for other chains. AO gives it the ability to compete on compute AND data storage, and the combination offer some seriously unfair advantages I believe are necessary for a new, better version of the web. One that is easier and more powerful to build on with guaranteed rights to the people using it.

Arweave and AO are operating with the ideology that real, genuine revenue is critical to build an ecosystem designed to last. It doesn’t need a token price to go up to sustain itself. This system is built to thrive on real usage and real, paying people.

We’re building products @communitylabs aimed at solving problems for those people. The seemingly mythical average internet user that might not spend time reading articles like this.

To be clear, it’s kind that you do though 😄
—

Credit to @yamalyamaa for prompting this question in one of my previous tweets.

What would be helpful to write about next?

[Tate @TateBerenbaum]

Yesterday I posted about spending nearly 6 years of my life on a technology that nobody had heard of. Today I’ll present you with our biggest dilemma:

Some people believe the best technology always wins, eventually. Others believe the best technology always loses to the solution with the best distribution.

Putting aside the first argument to focus solely on distribution. The following are things Arweave is succeeding at that I see nobody talking about:

1) It’s a layer 0 for layer 1s. Celestia, dYdX, Moonbeam, Noble, and others are using Arweave to store chain history. People are even storing Solana and Ethereum blocks too. Why? Because most blockchains don’t ship with the right incentives for nodes to store block history. And if they did, it would be *expensive.* Services now exist on top of Arweave to make this easy.
Source: https://t.co/8xezPm2IL0

2) It’s a data pipeline for oracles. 10s of millions of transactions are uploaded each *day* as price feeds for other applications to consume through products like @redstone_defi.
Source: https://t.co/riETUXN4ZG

3) You can make transactions on it in other currencies. Services like @ar_io_network enable you to pay in fiat or other cryptocurrencies to upload data to Arweave. This is meaningful because it solves the UX problem related to onboarding people to Arweave to store data for any reason. It’s being used too: Over 1 TB/day and growing is being uploaded to Arweave through bundles.
Source: https://t.co/LJj19WSpLt

4) Consumer applications are coming fast. @OdyseeTeam (a YouTube competitor with millions of users) are leading the pack but games like @basejumpxyz, @StarGridBattle, and others are coming alive in real time to leverage the Arweave stack with AO. I believe consumer applications with PMF will be the biggest unlock for distribution, and we’re doubling down on some extremely out-of-the-box projects @CommunityLabs to help make it happen. Think IRL. Think IP. Think web3 invisible.

5) LLMs and agents can live inside of AO, a supercomputer built on top of Arweave. For decentralized AI to work you need a system capable of storing models, receiving prompts, and running inference. There is no place else to store a model if you want to be able to rely on it being available and accessible at any time for the next 200 years. There is no place else to receive prompts in a way that is cost effective. Your questions cost orders of magnitude more anywhere else. Running trustless LLM inference on another L1 or L2? Even if you could, I don’t know that your smart contracts act autonomously without user input…
Source: https://t.co/16QW5GOYxq

6) You can make transactions on other chains from inside AO. You like Solana? Cool. Me too. Keep using it. From inside AO. I’m pretty excited about the liquidity coming in natively and being able to act on other chains from AO makes it even easier for that to happen. We’ll ship something soon to make this super easy for others to plug into.

Community Labs has a BD team. ARIO has a BD team. KYVE has a BD team. RedStone has a BD team. There are many more too. We’re all taking passes at B2B and B2B2C.

For B2C, our plan @CommunityLabs is to direct resources into marketing the consumer-facing products themselves. This might be a hot take here but frankly our customers aren’t the people buying tokens to speculate. We’re trying to solve genuine problems and make fun products for real people outside of this industry. The Basejump team are doing some incredible work along these lines in their community too.

All this to say that a huge amount of work is being done under the radar right now. Not even just by one team. By many.

—

I’m writing about this because I’m trying to find the line between narrative and substance in a world where narrative dominates the short games and substance dominates the long.

Our ecosystem and community tend to skew towards substance over narrative, for better or for worse. I believe this is better than the inverse, but there must be a way to do both. Ironically a lot of the work being done here is incredibly narrative-compatible already.

To the original question, I genuinely believe the best technology wins, eventually. I may be wrong, but maybe, just maybe, Arweave is positioned to have the best distribution too.

—

What am I missing? Genuinely interested in knowing what resonates with people here and where the holes are.

[🐘🔗 sam.arweave.net @samecwilliams]

Protocols are a particularly special case: In order to be good, they must also be simple. If a single engineer can't implement it, its a pretty good sign that the protocol is too complex/application-specific to gain widespread adoption.

Interestingly, nearly every protocol that has succeeded in generating value long-term was built initially by either a single founder, or a team size of <= 3. HTTP, TCP, UDP, Bitcoin(?), Ethereum. Ethereum had the largest set of devs at launch: ~2-3.5, depending on how you calculate it.

Conversely, there are innumerable examples of teams in crypto that raise >$100m, hire 50-400 engineers, screw around for 3-4 years 'building' (in reality: management meetings, culture-setting retreats, occasionally some code, then weeks of debate about merge conflicts). Typically the result is a comically bad, over-engineered protocol that doesn't actually suit the requirements.

Protocols built that way tend to be victim to the 'committee effect': Rather than doing one thing and doing it extremely well, these protocols tend to be a mix of many people's conflicting visions and priorities. In the end, this leaves them not actually very well suited to do anything in particular, and full of contradictions. There are too many examples to name all of them, but one archetype in crypto is protocols that make massive trade-offs in usability and performance in order to enable 'home staking/mining'... but then require more value in stake/hardware than the price of an average home 🙃.

Have been intending to write a longer post about this for a while. Will do so once the majority of AO usage has migrated to HyperBEAM.

And to @Gurshabad90's original post: Thanks, but to be clear I don't plan to be writing much code for long. I wrote the vast majority of Arweave 1.0, the alpha of 2.0, but didn't write much else for years until the LLMs-on-AO work last May. I expect AO will be the same. Will always go where the frontline is: Sometimes that is setting solid foundations for the technology, much more often is adoption work 🙂.

[Joe Ryu @jesryu]

https://t.co/WDO9mmUeSM

THE AGE OF TRUE ROBOTICS HAS ARRIVED:

Not long ago, robotics was dismissed as an unattainable dream. Yet we now stand at the threshold of something far more significant than just another technological revolution: the creation of machines capable of serving as drop-in replacements for human labor, leading to the birth of the true robotics industry.

What makes this moment different isn't just technological readiness. The field has undergone a profound cultural transformation, attracting world-class talent focused on building real products and businesses. Meanwhile, geopolitical shifts have created urgent demand for automation. The shockwave will reach far beyond manufacturing, reshaping the very fabric of human society.

This article is the second in my five-part series exploring the emerging robotics revolution. Here we'll cover these key areas:

I. WHAT IS A ROBOT: Defining robotics in the age of physical AI.

II. FIVE LEVELS OF AUTONOMY: Tracing the evolution of autonomy from Structured Manipulation (L1), through the age of Foundational Robotics we're about to enter (L3), to Autonomous Systems of fully-orchestrated supply chains, cities, and nations (L5).

III. WHY IT NEVER WORKED: The obstacles that held back human-level autonomy

IV. WHAT'S DIFFERENT NOW: The tech readiness and geopolitical imperatives driving momentum toward the birth of the first true robotics industry

V. ANATOMY OF THE EMERGING INDUSTRY: Products, players, and competitive dynamics that will shape the industry's turbulent early years.

Future articles will explore potential evolution scenarios of the industry, implications for civilization, and connections to artificial general intelligence.
—-

The automation of labor through intelligent robots will reshape the society’s foundations more dramatically than anyone imagined. While a select few will seize once-in-a-lifetime opportunity, most will find themselves on the sidelines of history, forced into this cruel race against their will. The question is more fundamental than whether you'll thrive in this emerging market – it's whether you'll survive the great reset and get to be one of the few who see the new world at the end of this long tunnel.

#robotics #physical_ai #agi #automation #ai

[Community Labs @CommunityLabs]

The AO Report is here.

A deep dive into how AO redefines decentralized computing—infinite scalability, modular security, and verifiable compute without bottlenecks.

A decentralized supercomputer for the next internet
https://t.co/KLHJesATWO

[DocDogDog | ⛩️✨ @DocDogDog1]

@memeinyou @shadow_sui @ArthurChinKaWah

Look at these nice puppies.

0x9172c6d0c5d9038ba5f849d9fa7bf6647708907d663ba23a931420ad2a1b37ae

[Jon "JonnyRingo" Williams ⓐ @JonnyRingo711]

https://t.co/RrHw2f00SR

[Ivan @allquantor]

I want to address the recent concerns and, more importantly, share why we are more energized than ever about what’s ahead.

The transition from Legacynet (Testnet) to Hyperbeam has been challenging because we are building something novel. Unlike traditional VC-funded projects that follow established blueprints, we are pioneering a new paradigm in computing and agent-driven economies.

BELIEVE IN SOMETHING

When building something entirely from scratch—especially at this scale—it's impossible to anticipate every scenario. This has never been done before. No other team in crypto has developed a completely new L1 with a novel computing model, launched a testnet, transitioned to mainnet within a year, and simultaneously built an agent-driven economic infrastructure while onboarding hundreds of products.

BELIEVE IN SOMETHING

This kind of innovation comes with challenges, but it also comes with extraordinary opportunities. Right now, communication might seem slow, but that’s only because we are fully locked in, working 18-hour days to optimize, refine, and stabilize everything. We are pushing through, and we will get there.

BELIEVE IN SOMETHING

On January 7th, Legacynet processed an average of 400 TPS—purely user and agent transactions, excluding consensus-relevant messages. The sheer scale of this activity made the transition to Hyperbeam, our mainnet, more complex than anticipated. This is not another L2 or a simple node-centralized system—it is an entirely new approach to high-performance, parallelized computing at scale.

BELIEVE IN SOMETHING

What’s Next?

▶️ Products like Dexi and Botega will transition to Hyperbeam. This migration is underway, and once completed, things will accelerate significantly.

BELIEVE IN SOMETHING

▶️Major incentive programs are under way. We recognize our community's dedication, and we want to reward those who stay with us through this defining moment. Expect a substantial initiative to support and incentivize participation underway.

BELIEVE IN SOMETHING

▶️ CEX listings are on the way. Many have already confirmed, and we are confident that more will follow.

BELIEVE IN SOMETHING

This is not just another L1. This is the hyper-parallel computer that will redefine crypto. We are fully committed to delivering on this vision and making 2025 the most exciting year in crypto since DeFi Summer.

We appreciate your support, and we’re excited for what’s ahead.

BELIEVE IN SOMETHING

@autonomous_af @aoTheComputer

[Plasma @Plasma]

The money of the government, and by extension the people, should be be on a public ledger for its citizens to see where the money flows.

The chain needs to optimize for :

+ Security (Bitcoin)
+ Fluidity of payments (Stablecoins)

Plasma is the only choice. Believe the hype.

[Tyler Winklevoss @tyler]

As long as @MIT has any association with Gary Gensler, @Gemini will not hire any graduates from this school. Not even interns for our summer intern program.

[Matthew Berman @MatthewBerman]

DeepSeek R1 just dropped, and it has sent shockwaves through the AI industry.

Imagine an AI model that competes with OpenAI’s best—trained for just $5M, open-source, and free.

Here's the wild story so far 🧵👇