Dony

[gus @igus_ai]

Un marketer de 35 años de Hong Kong dejó su trabajo y se sumergió profundamente en la IA.

Usando Claude, ganó $360,000 en solo un mes.

Construyó un motor de simulación de precios de BTC.

Claude como cerebro del algoritmo + un motor de simulación le permitió ganar $5,000-$15,000 por operación.

Su billetera: https://t.co/5NgI5qBmIW

Su algoritmo detecta instantáneamente cualquier precio erróneo en los mercados de crypto y entra en la operación de inmediato.

$366k de ganancia total. Constantemente apostando en contra de la multitud porque su simulación lee el mercado mejor que nadie.

Está usando el order book data (datos del libro de órdenes cerrado) + mesas OTC privadas.

Luego ocurre la magia real: 10,000 ciclos de simulación de cómo reaccionará el mercado.

Esto no es "adivinar hacia dónde irá el gráfico".

Esto es dinero ingenierizado. Fusión pura de IA + matemáticas en datos exclusivos.

En este artículo te cuento cómo ponerlo en práctica, te lo dejo aquí ⬇️

[angel @angeldot_]

Anthropic ha publicado un taller sobre cómo construir una empresa solo con Agentes IA.

Agentes trabajando entre ellos, repartiéndose tareas y ejecutando procesos.

Gratis. Del equipo de Claude.

Lo he subtitulado al español.

Si quieres que la IA trabaje por ti, guarda esto 🔖

[Anthropic @AnthropicAI]

As AI takes on work humans can't fully check, a capable model could deliberately hold back—and we'd never know.

New Anthropic Fellows research finds that such a model can be trained to near-full capability using a weaker model as supervisor.

Read more:

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian

[Solana Sensei @SolanaSensei]

Crypto summarized:

[Backpack 🎒 @Backpack]

we choose big 🎒

[Solana @solana]

Go big or go home 🎒

[Base @base]

What happened on Base last week:

[Armani Ferrante @armaniferrante]

Solana changed my life.

It changed my career trajectory, it gave me new friends, it changed the way I think about finance and the future in general.

Even the bad times shaped my way of thinking, positively.

Happy birthday, Solana 🥳

[Backpack 🎒 @Backpack]

Token or Equity? "YES."

Users get priority allocation when Backpack IPOs - earned through stake, time and usage.

Don't choose. Yes to both.

[Lighter @Lighter_xyz]

Since TGE, the Lighter protocol has bought back 7.48MM $LIT tokens, representing ~3% of the circulating supply. Daily buybacks are executed programmatically.

The value created by all Lighter products and services fully accrue to $LIT holders.

[Aave @aave]

Aave crossed $1 trillion all-time loans.

A first in DeFi history.

[Armani Ferrante @armaniferrante]

Every driver earned it. Every home host earned it. Every content creator earned it. As a small number of companies generate more and more of the world's wealth, every contributor deserves a path to participate in the future.

[Squiggly Hair Shanks @redhairshanks86]

you either incentivise users or you won't have any

let me be ABUNDANTLY clear:

no normal person regularly tests new apps. it is a very small group of early adopters that do that, but 99% of people won't waste their time trying random apps by random startups

in crypto, the ONLY reason - and i really mean ONLY reason - for anyone to try your ramshackle app is for personal financial gain, e.g. via an airdrop or rewards for providing liquidity. this behaviour was heavily encouraged during the airdrop meta to the point where projects needed to airdrop 10 - 20% of their total supply or they feared getting cancelled

infinex is a great example. founder kain was speaking out against predatory airdrop farmers, he decided to not give them incentives and as a result infinex is DEAD now even though it's a top 10 app this cycle. he didn't understand the game, he only saw one side of the argument, the founder's perspective.

his argument was:"why should we incentivise users who are predatory? we are going to not reward anyone, focus on delivering a great app and just hope that organic users will come."

nigga

there are hardly ANY organic users. people don't want to try new crypto apps in their free time, they want to hang out with friends, scroll social media, do sports, or literally anything BUT try out crypto apps

now that the airdrop meta is significantly diminished, i see founders crawling out of their holes and thinking that they can get users without incentivization again. to those founders i say:

FORGET IT

you either reward users or you won't have any

[The Figen @TheFigen_]

This is how the striking speed changes with and without weights.

[Optimism @Optimism]

@TheFigen_ ⚡️

[Arianna Simpson @AriannaSimpson]

Some news! After 6 incredible years, I’m going to be transitioning out of a16z. I’m starting a fund of my own to do what I love most, which is investing in great founders as early as I can find them, with a broader aperture across the many verticals where great companies are being built today.

I learned a huge amount during my time at a16z. @cdixon is widely known as a legendary investor and having the opportunity to work closely with him for the past 6 years has been an honor. I am extremely grateful for his mentorship, the opportunities he gave me here, and for the capital and responsibilities he entrusted me with. His frameworks will shape how I think about investments for the rest of my career.

When I joined, the crypto vertical was 7 people (it’s now north of 80), and the firm, while already successful, was nowhere near the scale or scope it has today. At the time I thought the firm’s moves to dominate the industry had mostly unfolded, but I underestimated how much the lead could widen in a few short years. @bhorowitz and @pmarca have built an institution, and I am glad to have had the chance to play a small role on the team. I’m sure I’ll be looking back 6 years from now and see the firm in a position  that’s  hard to even imagine from today’s vantage point.

Most of the best people I’ve worked with in my career to date have been at a16z – there are too many to name. I’m very grateful to have worked with so many incredible folks here, and I know that I am leaving the crypto team and the investing practice in extremely capable hands with @cdixon, @alive_, and @guywuolletjr. I’m also really going to miss working with @jasonrothenal and @eddylazzarin every day in Menlo Park — I’ve learned so much from both of them.

I’m very proud of the work I did here, and most importantly, of the founders I had the privilege of working with. They are the reason why I love being an investor. Sometimes it takes dozens of meetings, but every time you find a star, it makes you fall in love with the job all over again. a16z’s passion for and commitment to founders and their companies is what made me love this job in particular. I’m excited to keep doing that in my next chapter — and if you’re building, I’d love to meet!