PLUS 🔆

₿ Sahara #0124405

[Heisted @Heistedxyz]

if you’re seeing this, you are extremely early.

something mega viral is coming soon.

any interaction will be considered for priority access.

[Grayscale @Grayscale]

Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY

Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.

Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US House Committee schedules crypto Clarity Act hearing for July 17.

[Daemon @DaemonTerminal]

DAEMON v4.6.0 is live.

Introducing Agent Economy.

Autonomous agents are about to touch paid APIs, compute, data, and other agents. Before that happens, they need spending controls.

Now you can create agent profiles, set per-call and daily USDC limits, allowlist domains and payees, check policy before a call, store receipts, and attach devnet Agent Registry identity from one panel.

Useful work without the blank check.

[Anglio @anglio]

So $ZEC was able to move 10x in bear market because someone minted infinite amount then paid the biggest KOLS insane amount with rules of selling

Everyone starts to shill it price goes insane insiders keep selling and only after months of this people find the bug

Gotcha

[Crypto Rover @cryptorover]

🇺🇸 TODAY: JPMorgan, Citi and major US banks are launching a new tokenized deposit system to compete with crypto.

YESTERDAY: Stripe, Visa and Mastercard backed a new stablecoin platform.

Looks like the big companies already know the CLARITY Act is about to get approved.

[LP Army @met_lparmy]

Early Look into Season 2

We want the community to review these points and give us your feedback.

[0xNobler @CryptoNobler]

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW!!

Trump just ordered $200,000,000,000 in mortgage bond purchases.

He's aggressively dumping mortgage rates.

But this doesn’t solve the housing crisis.

It’s INFLATING the bubble.

Because the U.S. housing crisis isn’t about “rates.”

It’s about prices.

Real home prices are already at all-time highs.

Affordability is already destroyed.

Supply remains constrained.

So what happens when mortgage rates get pushed down.

Monthly payments fall.
Buyers flood back in.
Bidding wars return.
Prices surge again.

THIS IS EXTREMELY, EXTREMELY BAD.

Because it locks housing into a policy trap.

They cannot allow prices to fall, because that damages banks and households.

So they prop it up with liquidity.

And that is exactly how bubbles expand before they burst.

2006 did not collapse overnight.

It was “supported” until it cracked.

And when housing finally turns, it drags EVERYTHING down.

Bonds react first.
Stocks follow after.
Crypto takes the most aggressive hit first.

This is not “stability”.

This is the system taking on larger future risk to avoid present pain.

I’ve studied markets for over a decade and called nearly every major market top and bottom.

Follow and turn notifications on.

I will post the warning BEFORE it hits the headlines.

[Penguin X @ThePenguinBTC]

Trump'ın 15 yıllık bir planı var. 39 trilyon dolar borç ve Çin rekabeti aynı planla çözülüyor.

Bir şey fark ettiniz mi?

Trump başkan olduktan sonra sürekli belirsizlik var.

- Venezuela lideri Maduro yakalandı.
- Küba'ya tehdit.
- Kolombiya'ya tehdit.
- Meksika'ya tehdit.
- Rus gemileri ele geçirildi.
- Grönland ilhak teklifi.
- Kanada'ya gümrük tehdidi.
- BRICS ülkelerine yüzde 100 gümrük tehdidi.
- Avrupa Birliği'ne yüzde 10 gümrük vergisi.
- Kredi kartı şirketlerine tehdit.
- Kurumsal ev alıcılarına tehdit.
- JP Morgan ve CEO Jamie Dimon'a dava.
- Jerome Powell hakkında soruşturma.
- Küresel gümrük vergileri.
- İran savaşı.

Bu hamleler kaos gibi görünüyor.

Değil.

Hepsinin arkasında tek bir plan var.

Bu planı anlamak için Trump'ın başkan olmadan önce söylediği şu söze bakmak lazım.

"Biz Ortadoğu'da savaşlarla uğraşırken Çin sessizce dünyanın süper gücü oldu."

Bir stratejinin ilk cümlesiydi.

Trump'ın planını anlamak için önce Çin'i anlamak gerekiyor.

Anlatıyorum...

Çin'in yükselişi

40 yıl önce Çin dünyanın gelişmekte olan ülkelerinden biriydi.

Sanayi altyapısı sınırlıydı. Küresel tedarik zincirlerinde yer almıyordu. Teknolojik kapasitesi yeni gelişmekteydi.

Ama Çin'in elinde büyük bir avantaj vardı.

Geniş ve düşük maliyetli işgücü.

1980'lerde Çin ekonomik reformları başlattı. Dış yatırıma kapılarını açtı. Batılı şirketler fırsatı gördü.

Nike geldi. Adidas geldi. Walmart geldi. Sonra Apple, Tesla, Dell.

Dünya üretiminin büyük bölümü Çin'e yöneldi.

Çin bu süreçte hızla öğrendi. Sonra geliştirdi. Sonra kendi markalarını kurdu.

Bugün Çin 5G'de dünya lideri. Elektrikli araçta lider. Robotikte önde. Yapay zekada ABD ile yarışıyor.

40 yıl önce yolun başındaydı.

Bugün Amerika'nın tek gerçek rakibi.

Bir süper güç için en tehlikeli an, başka bir süper gücün kendisini yakalamaya başladığı andır.

O an dengeyi korursun.

Yoksa tarihsel liderlik el değiştirir.

Trump bunu biliyordu.

Planın bir parçası Çin'i dengelemek. Diğer parçası ABD'nin iç sorunlarını çözmek.

ABD'nin durumu

39 trilyon dolar borç.

Toplanan her 4 dolar vergiden 1 doları yalnızca eski borcun faizine gidiyor.

Sürdürülemez.

ABD iki sorunu aynı anda çözmek zorunda. Borcu eritmek ve küresel liderliği korumak.

Çözüm üç aşamalı bir strateji.

Birinci plan: Doları zayıflatmak

Trump'ın tüm hamleleri tek bir sonucu hedefliyor.

Doları bilerek zayıflatmak.

Neden?

39 trilyon dolarlık borç matematiksel olarak ödenemez.

Ama dolar zayıflarsa borcun gerçek değeri erir.

Trump açıkça söylüyor: "Zayıf dolar beni endişelendirmiyor."

Ama dolar zayıflayınca normalde enflasyon gelir. Ürünler pahalanır. Halk sıkıntıya girer.

Bunu ikinci plan önleyecek.

İkinci plan: Üretimi Amerika'ya çekmek

Trump her konferansta, her toplantıda şirket sahiplerine aynı şeyi söylüyor.

"Üretimi Amerika'ya taşıyın."

Ama Amerikan işçisi Çinli işçiden 10 kat pahalı. Yeni fabrika açılsa bile rekabet zor.

Burada yapay zeka devreye giriyor.

Elon Musk 2040 yılına kadar 10 milyar insansı robot üretilmesini planlıyor.

Kevin Warsh yapay zekanın "deflasyonist güç" olacağını söylüyor.

İkisinin ortak noktası tek.

Yapay zeka üretimi yükseltecek. Mal bolluğu yaratacak.

Sonuç basit.

Dolar değersizleşse bile ABD'de ürünler pahalanmaz. Çünkü robotun ürettiği mal bol ve ucuz.

Amerikan halkı enflasyon görmez. Üretim Amerika'ya geri dönebilir.

Çin'in tarihsel avantajı olan ucuz işgücü bu denklemde etkisini yitirebilir.

Üçüncü plan: Küresel dengeleri yeniden kurmak

Ekonomik plan bir tarafta. Jeopolitik plan diğer tarafta.

Aynı anda yürüyor.

Venezuela:
Çin'in en büyük petrol ortağıydı. Maduro yakalandı.

İran:
Çin'in enerji tedarikçisiydi. O hat belirsizleşti.

Küba:
Çin'in Batı yarıkürede tek istihbarat üssü. ABD baskıyı artırdı.

Çin de bu denklemi biliyor. Yapay zeka ve robotikte ABD'yi yakalamaya çalışıyor. Tayvan yarı iletkenlerine odaklanıyor. Kendi küresel yatırımlarıyla, BRICS ile, yeni ipek yoluyla kendi planını kuruyor.

Gelecek 15 yıl iki gücün stratejileri arasında geçecek.

Üretim gücünü koruyan devlet süper güç kalır.

Bu benim şahsi analizim.

Gelişmeleri takip ediyorum, sizi bilgilendireceğim.

[Tao Outsider @TaoOutsider]

🚨 $TAO BITTENSOR PROPOSAL

A few hours ago, there was a live meeting on Discord with Bittensor founder Const and our amazing and committed community.

I took notes on the most important points and I’m leaving them below.

Here are the key takeaways.

Bittensor philosophy;

-Const reinforced that the protocol has always “rolled with the punches” and learned from exploits since the very beginning. Every failure helped improve the chain, refine incentives, and move closer to building functional decentralized AI markets.

-Const acknowledged Sam’s betrayal, took responsibility, and offered direct apologies to affected holders.

(You are not the one to blame. But apology accepted.)

Main proposal: Locked Stake (Conviction Mechanism)

A new staking dimension is being introduced. Beyond normal stake, time now becomes part of the equation. Stake can be locked for months or even years.
This creates a public and cryptographically verifiable conviction metric: locked stake multiplied by remaining lock time. Subnet owners, and any holder, will be able to demonstrate long-term commitment transparently.

Objectives of the mechanism;

-Prevent rugs and sudden exits that drain liquidity and harm investors

-Give Alpha and TAO holders more influence over the direction of subnets

-Replace human trust assumptions with mathematical, protocol-level guarantees

-Make subnet ownership dynamic and competitive. Today it is immutable.

How rollout will work;

-First step will be the lock mechanism itself, without hierarchical governance yet

-Initial testing will happen in mature subnets like 3, 39, 81 and possibly other large ones

-New subnets will have a grace period (immunity)

-During governance activation;

-Anyone will be able to lock stake and vote on the owner key

-The highest conviction wins

Benefits for the ecosystem;

-Increases investor confidence and helps capital formation

-Teams can signal real skin in the game through locked stake

-Improves long-term alignment between owners, miners, validators and stakers

-Opens the path for stronger governance at subnet level and later at root/chain level

Long-term vision;

-Bittensor wants to solve real governance problems that no one in Web3 has fully solved yet. Not just degen cycles and pump mechanics.

-The Conviction mechanism is seen as a key step toward building a real federation of decentralized and trustworthy AI companies.

My thoughts;

After the Covenant episode, this feels like the beginning of a full transparency phase.

Now it’s time to implement, improve, evolve and keep building.

The best builders will come out stronger from this moment.

Holders
miners
validators
teams
owners

Everyone moves forward from here.
I hope so.

I strongly recommend going directly to the original source on the official Bittensor channel. Don’t be lazy. 😅

[Crypto Tice @CryptoTice_]

$8,000,000,000,000 in US debt matures this year.

Every single dollar borrowed since 2020 coming due in 2026.

Back then interest rates were near zero.
Now they're refinancing at 4.5%+.

$8 trillion. At dramatically higher rates.
In the middle of an oil crisis.
With inflation re-accelerating.
With GDP collapsing.

The US doesn't just have a debt problem.

It has an $8 trillion problem...
That needs to be solved this year.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷 Iran to require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, FT reports.

[Crypto Rover @cryptorover]

SEC Chair Paul Atkins: 🇺🇸“All U.S. markets will be on chain within two years.”

[Bull Theory @BullTheoryio]

BREAKING: The U.S. Senate has confirmed an April markup for the CLARITY Act.

Senate markup is confirmed for the second half of April. Final passage is targeted for May and Senator Moreno has warned that if the bill does not pass by then, digital asset legislation will not receive serious consideration again before 2027.

The entire fight comes down to stablecoin yield. The current draft bans passive yield, users cannot earn by simply holding stablecoins. Activity based rewards for payments and transfers are still allowed.

That distinction puts $1.35 billion of Coinbase's annual revenue directly at risk, nearly one fifth of everything the company earns.

Coinbase has rejected the bill twice and is now coordinating a formal counterproposal with multiple major crypto firms to get the language changed before the draft hardens.

Banks are pushing in the opposite direction. Jamie Dimon and Brian Armstrong have reportedly clashed directly over stablecoin economics.

April is the window. Everything gets decided in the next four weeks.

[Jesus Martinez @JesusMartinez]

If you've seen Bittensor on your timeline recently, it's because of one team.

@covenant_ai. They did something people thought was literally impossible.

72 billion parameter LLM. Trained completely decentralized. No data center. Anthropic's CEO talked about it. Jensen Huang acknowledged it.

They just did a 90-minute town hall. No other creators were there. Here's everything they said.

Covenant runs three subnets under one roof.

@tplr_ai (SN3) does decentralized pre-training. @basilic_ai (SN39) does compute. @grail_ai (SN81) does RL post-training.

Together they're building what @DistStateAndMe calls "the end to end intelligence continuum."

@const_reborn opened the call by addressing every piece of FUD head on.

Pine's revenue article? Numbers were outdated. Subnets are moments away from self-sustainability.

Pre-mining accusations? You can't choose your bedfellows on a permissionless token.

Paying more than AWS? "Clearly wrong. Chutes knows that."

His best line: "When is OpenAI going to cover their miner emissions?"

Everyone laughed. Because OpenAI is burning billions too. Different standard.

On Templar:

• Hit 39% emission. Highest since Apex was the only subnet
• Covenant-72B trained with 70+ contributors on commodity internet
• 1.1 trillion tokens. No centralized data center.
• Performance rivals LLaMA-2-70B
• Anthropic's CEO and Jensen Huang both acknowledged it

On Grail, this is what flew under the radar.

They built Pulse. A weight sync method that compresses RL training updates by 100x.

• In RL, only ~1% of weights update per step
• Pulse exploits that sparsity. Lossless.
• Prime Intellect takes 14 minutes to sync a 30B model
• Cursor is already using Pulse
• 40-60% improvement on math and code benchmarks

On Basilica:

Just reselling GPU hours is a 5-10% margin game. Their play is value-added services.

• "GPU as code." No dashboard. Agents talk to the SDK.
• Custom scheduler across heterogeneous hardware
• Verification for GPU, CPU, bandwidth, memory, storage, OS
• Mass Compute partnership at 10-20% below market

Then the miner burn debate got heated.

Const says the whole point of Bittensor is incentive-driven mining. If you're burning, your validation isn't ready.

Sam says 41% burns are arbitrary. Different models need different splits. Compute miners are mercenary. They will dump everything.

Fish called in from an airport. Said burns are "mostly bad." He admitted his own subnet model was broken.

Chutes proved the no-burn model works. Number one revenue subnet. Zero burns.

But Sam's counter: what works for Chutes doesn't automatically work for a research subnet like Templar.

I talked to Bitcast's CEO recently. They burn 90% and admit they have room to optimize.

My take: 100% burn is wasteful. 0% burn can be hyperinflationary. The smart subnets will be dynamic about it.

Bittensor had to grow up. dTAO introduced investors. The "miners are God" era is over.

Const has changed the protocol 9-10 times in 2 years. That iteration speed is the moat.

There's a reason this is a $4 billion project.

[Pedro Teixeira @Pedrot14crypto]

$TAO is the best risk-to-reward since $BTC. The founder of Nvidia being chilled in real time about the potential of Tao and, in this case, subnet 3 templar, and its amazing achievement @tplr_ai.

[PoodleFi @PoodleFi_]

Openclaw projects that are actually making real money - (Updated: 17 March)

$Kellyclaude (@KellyClaudeAI)
$Clawd (@clawdbotatg)
$Juno (@JunoAgent)
$Felix (@FelixCraftAI)
$Charles (@charles__AI)
$Aleister (@aleisterai)
$Atlasforge (@AtlasForgeAI)
$Earendel (@FromEarendel)
$Ambervibe (@ThatAmberVibe)
$Lauki (@laukiantonson)
$OWOCKIBOT (@owockibot)

- revenue amount
- how they make money

IMO these should be on your watchlist, or at least worth to follow their progress

did i miss a project? lmk

[yunus @0xyunss]

i vibecoded a DLMM agent that runs multi-hour LP positions on @MeteoraAG and it just went from 0.6 sol to 1 sol in 3 days.

the interesting part isn't the pnl. it's how the agent decides where to enter.

i plugged in the new @lpagent_io API to pull behaviour data from top LPers in a pool. the agent analyzes what the top performers are actually doing:

avg hold time, win rate, roi per position, whether they hold overnight or not. then uses that to shape its own strategy.

the agent uses this to understand the pool's character before deciding whether to enter and how long to hold.

the agent evolves each run. it's not hardcoded to one strategy. it reads the top LPers in whatever pool it's looking at and mirrors the behavior that's actually working in that specific pool at that specific time.

right now i'm keeping it conservative. multi-hour positions only, minimum risk, just letting it compound slowly. 0.6 to 1 sol in 3 days without touching it is good enough validation to keep running.

the vision is to let it get smarter over time. the more pools it analyzes, the more patterns it picks up from real top performers, the better its entry decisions get.

still early but this is probably the most interesting thing i've built around @MeteoraAG so far.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

jacob & co announced a $40,000 watch that mines bitcoin

sounds like a meme. it’s not..

the watch itself is a 44mm black DLC titanium skeleton mechanical piece
limited to 100 units.

hand-wound movement with bitcoin-themed bridges

each unit comes with a blockchain verified certificate granting you 1,000 TH/s of hash power inside GoMining’s data centers across the US, Africa, and Central Asia

meaning when you buy this watch, a real miner starts running under your name. 24/7. no hardware. no electricity bill. no setup.

so,

> you buy the watch ($40K)
> 1,000 TH/s miner activates on your GoMining account
> miner runs in their global data centers (12M+ TH total capacity)
> BTC rewards credited to your wallet daily
> service fees (electricity + maintenance) auto-deducted
> you track performance, rewards, and hash rate in real time via the app
> the miner certificate is transferable. sell it on GoMining’s marketplace or transfer with the watch

quick math,

> 1,000 TH/s ≈ 0.0007% of total bitcoin network hash rate
> estimated ~$7,000/year net BTC rewards (after fees)
> ~17% annual yield on a $40K luxury asset
> and the watch itself holds or appreciates in value (100 pieces, jacob & co)