Bud

Medio tutissimus ibis

[Bud @oneofzero4]

zcash:native

[Aakash Gupta @aakashgupta]

Let me explain exactly why OpenAI will sell you $14,000 of compute for $200, because the margin math only looks suicidal until you read it like an actuary.

A subscription is a premium. Tokens are claims. The weekly limit is the coverage cap. Insurance books get priced on the pool's average utilization, and that $14,000 figure is the maximum.

Back out the breakevens from SemiAnalysis's 75% gross margin assumption. A chatgpt-pro-20x subscriber stays profitable for OpenAI up to 5.7% utilization. Anthropic's max-20x plan holds to 10%. Meanwhile the median $20 subscriber asks a few questions a day and burns low single digits of their cap. Whales blowing through weekly coding limits get carried by millions of quiet users who barely touch theirs.

The caps hide the best detail. $700 vs $400. $3,500 vs $2,000. $14,000 vs $8,000. OpenAI's ceiling sits at exactly 1.75x Anthropic's at every single price point. One constant ratio across three independent tiers. Somebody set these limits with a competitor's spreadsheet open.

Rate limits do the actuarial work too. The worst possible whale costs OpenAI about $3,300 a month and Anthropic about $1,800, and the loss stops there by design. A hard ceiling on claims, written directly into the product. Actuaries spend entire careers wishing for that clause.

Now the deflation argument, and the catch inside it. a16z measured inference cost falling 10x per year, but that decline holds for a fixed level of intelligence. Whales never sit at a fixed level. They ride each new frontier model the day it ships, so the cost curve never catches up to them.

Which makes the model behind the plan the entire game. Cutting limits triggers public backlash that trends for a week. Routing the $200 tier to a model deflation already made cheap is silent and repairs the book overnight. SemiAnalysis predicts labs will withhold new models from subscriptions, and the actuarial math agrees. Last year's frontier at this year's serving cost turns every whale profitable without touching a single limit. Insurers take claims costs as given. AI labs choose theirs.

Limits are the lever everyone watches. The model behind your plan is the lever nobody sees.

[International Cyber Digest @IntCyberDigest]

Sources:

"...the Commerce Department decided to take the action after another company claimed it was able to jailbreak Mythos, alarming the administration about possible national security risks."
https://t.co/GA7Mh4VfD4

Claim about Amazon researchers
https://t.co/naAiSR4uoi

[International Cyber Digest @IntCyberDigest]

‼️🚨 BREAKING: Amazon researchers snitched to the US government about jailbreaking Fable 5 and Mythos 5, forcing Anthropic to immediately shut down worldwide access.

A security export control directive from Commerce Secretary Howard Lutnick enforced the action.

Anthropic is fighting the directive and calls it a misunderstanding.

This isn't the first clash. The Trump administration had already tried to get Anthropic to pause the release of its latest models before this directive landed.

[Polymarket Money @PolymarketMoney]

JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.

[Hyre @Hyre_agent]

https://t.co/1OlMa9o8IQ

[OffChain @OffChainSol]

The US govt just made a frontier AI model vanish overnight with one directive.

We talk decentralization, crypto banking, the unbanked. But govt still holds the kill switch.

So ask yourself one thing: if the internet goes down, how do you move your money?

In 2025 there were 313 internet shutdowns across 52 countries a record, at least one every single day.

2.2B+ people are still fully offline with no internet connection.

For most crypto, no internet = no transaction. Funds frozen until the network comes back.

Not Anymore

Offchain settles payments even if you're offline offline, over SMS. Final the second you hit send not whenever the internet decides to return.

[Hyre @Hyre_agent]

HYRE just shipped its first real-time rail you rent by the minute.

Introducing HYRE Streams real-time on @solana

The firehose runs on @Alchemy Yellowstone gRPC pushed from Solana the instant it happens. ~2,700 events/minute. No polling. No delay.

Live now 🧵

[Bud @oneofzero4]

@NeuralNS @0xgilbert This idea is pretty cool 👍

[Bud @oneofzero4]

@NeuralNS @squire_bot do you want a passport?

[NeuralNS @NeuralNS]

$NEURONS is live.

CA: GdKEzVqS6yU3H1hfwzdiRCXjGE3nsBqRMAj17EqEpump

NeuralNS - namespace protocol for AI agents on Solana.

your agent deserves a name, not a wallet address.
scout.agent. executor.defi.agent. oracle.price.agent.

register your agent name. hold $NEURONS for discounts.
watch the registry grow.

program: 5dqCWiZvLWD1Nge15UhXyGCGd2rF8uN6nPigdnLRWCv1
mainnet from day one.

Website: https://t.co/OYWCEaTCqt
Github: https://t.co/S9uDQb7YMC

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Tim @open_founder]

A cross-chain agent protocol backed by @Alchemy and @solana just deployed SERV Reasoning into their production stack, now live.

Nice.

[zooko🛡🦓🦓🦓 ⓩ @zooko]

Thanks, Anthropic, for helping protect Zcash users. At Shielded Labs’s request, they ran a security audit of Zcash with Mythos. It did not find any more serious bugs in the Zcash protocol. Shielded Labs and others are continuing security hardening work. Stay tuned for updates.

[OpenServ @openservai]

Welcome on board.

All of HYRE’s decision endpoints are now powered by SERV Reasoning.

[Eight @CryptoEights]

Soon

Having fun with Hyre on Hermes and Openclaw

[Kradle @kradleai]

Fable 5 lies 96% of the time.

We were surprised by it's skill... 🧵

[Bud @oneofzero4]

@agentfxai Relax 😌.

[Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 @elder_plinius]

🚨 JAILBREAK ALERT 🚨

ANTHROPIC: PWNED 🫡
FABLE-5: LIBERATED 🦋

let's start with the 🐘...

the consensus seems to be that this has been one of the most disappointing model drops of all time, effectively preventing legitimate researchers from contributing their talents to our collective advancement. and not just because of what it means for the short-term, but for what these decisions signify for the long-term.

but despite this overly sensitive, authoritarian "safety" layer on top of Mythos, my lil liberators have been hard at work—mapping the boundaries, probing the depths of long-context convos, and cleverly finding the holes in the fence that the thought police missed 🤗

we got some cyber, some chem, some psychological manipulation, and some good ol' fashioned explosives!

it took many attempts from multiple agents hunting as a pack, during which I observed a combination of techniques across:
• Unicode, homoglyphs, Cyrillic, and other Parseltongue-style text transforms
• Long-context reference tracking
• Taxonomy and document-structure reasoning
• Fiction and narrative framing
• Academic-review style contexts
• Intent-classification inconsistencies

but perhaps the most effective is decomposition + recomposition in the backend. it's hard to get explicit names of harms like "Meth Recipe," but getting uplift on the process itself, like birch reduction method/reductive-amination (classic meth synthesis pathways), is much more doable.

defense becomes much more difficult to maintain when you start throwing in out-of-distro tokens, breaking up the harmful uplift into benign chunks, and then piecing the innocuous-seeming facts back together, especially when you have jailbroken Opus helping you do it 😉

gg

[OriginTrail Developers @OriginTrailDev]

The @origin_trail DKG V10 begins its mainnet rollout with a Frontier-AI Resilience Gate.

Today, the final V10 release candidate (the exact contract bytecode intended for mainnet) goes live as a public pre-mainnet, funded with 300,000 ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f tokens: a 200,000 TRAC honeypot pool of real, drainable positions plus a 100,000 severity-reward pool.

Independent researchers and AI-augmented teams are invited to break it: drain the honeypot and you keep what you take, and every valid finding is paid by severity. It’s a real pass/fail checkpoint: findings are fixed and verified first, and clearing the gate is the precondition for the mainnet launch. The first step of the DKG V10 deployment, by design.

Why lead with security instead of shipping and patching later?

On May 29, 2026, a researcher using @claudeai Opus 4.8 surfaced a critical, roughly four-year-old soundness flaw in @Zcash’s Orchard pool (a bug that had passed repeated expert review) in about a day, with a working proof-of-concept.

The moment matters; the trajectory matters more. Claude Mythos, Anthropic’s frontier model, is so capable at finding vulnerabilities that it was first withheld from public release and run only inside a defensive partner program, where it reportedly surfaced more than ten thousand high- and critical-severity bugs in its first month. It’s now days from a reported public release.

The bar for what an attacker, human or AI, can find only rises from here. As @AnthropicAI framed it, the advantage goes to whoever uses these tools first: attackers in the short term, defenders who fix bugs before code ships in the long term.

The Resilience Gate is how we make sure we’re on the defenders’ side, testing DKG V10 not just against today’s models but against what arrives next.

For anyone shipping on-chain systems, the implication is simple: this code launches once, mistakes can’t be undone, and the responsible move is to invite that scrutiny before any user value is at stake.

The path to mainnet, in four phases:
Phase 0: Freeze. Final contracts locked and deployed (complete)
Phase 1: Frontier-AI Resilience Gate. Open review program, through June 17
Phase 2: Mainnet launch. Hardened, feature-complete V10 (week of June 15)
Phase 3: Continuous audit. Every contract, ongoing after launch

If you work in smart-contract security, or build with AI that does, we’d welcome your review.

No allowlist, real rewards, coordinated disclosure.

*Dates are indicative: the exact mainnet date depends on the pace of network bootstrapping and the time needed to patch and re-verify any more severe findings from the Gate.

Release candidate 17 (rc17):
https://t.co/JL4nOGNGua

Bug bounty program and honeypot details:
https://t.co/rPu03hTQeo

[Bud @oneofzero4]

@OffChainSol NOT YET !