Ray

day: Mag7 | night: trenches || shitposting round tripping gen wealth..

[Ethan Mollick @emollick]

A consequential choice will be made soon by government and companies as they are increasingly flooded with agentic AI inquiries that overcome the frictions that gated access (see the graphs - it has already started!)

Two options: do you make services worse or better as a result?

[Ray @ray3Xray]

I see someone writing COE.. pain in the butt.

Also, mist likely the order will be cancelled.

[Deals Finder @DealsFinderIO]

HOLY SH*T now we wait

[Ray @ray3Xray]

lol, dude. CT will eat you raw but I agree. Its a good demo in Elon style for pumping market/stock, but no use cases where it can be economically valuable at scale in the form that it was presented.

Some of the tech/systems can be used or rolled into specific situations or auto safety deployment (fall from cliff type), but very very unrealistic at this time.

This is like Optimus.. looks great, but army of Chinese humanoids are doing way cheaply and better.

[Damián Et @damian_et]

Just 7 days left until the Identity MD hackathon comes to a close! ⌛️ $IMD

Here’s the latest list of all current submissions 👇

@imdusd
@IMD6900
@keelpad_imd
@pepe2pepe_fun
@perkshireimd
@bunkervaultapp
@pupateIMD
@pfwafun
@AgentCityrh
@marginalia_md
@ArewaOS26
@Pixel_Pool
@Musefren
@Quantum_Canary
@PlayCourierWld
@tungweb3
@pinkybond_fun
@SovrnIMD
@HarvestIMD
@swarmpepes
@imdplace
@Numosimd
@Pepesdotfamily
@0xCompanyIMD

[Stonk @LaunchOnSF]

Just another day at the Solana Stonk Exchange.

[Ray @ray3Xray]

team keeps delivering.

[hooks @pickhooks]

eight days of $hooks. this is everything that shipped.

1. flap audited the pickhooks vault
@flapdotsh reviewed it for eleven rounds. every finding fixed and proven on a fork before the next round, until it passed. every coin from the factory carries flap's low risk badge, and our panel runs inside flap's own token page. a tax pot that plays one of five games: bell, seat, persuade, ransom, war.

2. a sixth game: prophecy
the dev stakes coins on a call about the market. holders lock on yes or no. at the deadline flap's ai oracle reads the market and the losing side burns. live since today.

3. coins with rules
v2: 40 rules written into the coin.
pools: the rules sit in the pancakeswap pool, the coin stays a plain token.
sticky rules: the rule sits on the coins, not the wallet. split a bag into ten wallets and it still sells as slowly as one.
hook script: write your own rules, no code. the chain checks them.
cz mode: the dev's first buy lands in a lock.

4. markets inside the coin
curve calls: rent a slice of the locked curve, keep the bnb above your strike.
lever: long or short up to 5x from the coin's own curve. no oracle, no liquidation bot.
dip bids: someone's dip bid is your floor. pump, keep the coins. dump, hand them in and take the bnb.

5. floors
every pickhooks coin can get a bnb floor that only goes up. protected buy gets you the coin and a floor under it in one transaction. floor coins send part of the dev's own fee into that floor.

6. hook any coin
any coin that trades on bnb can get a pickhooks pool next to its main pool. when a trade opens a gap between the two, the hook closes it in the same transaction. that profit used to go to mev bots. now a quarter goes to the trader.

7. launches nobody can front run
dark launch: nobody can front run the first minute, because the coin does not exist yet. plus dev cover, rule auction and launch desk.

8. agents
give your coin an agent. it rewrites the rules while it trades, inside limits fixed on chain. holders can veto it or fire it. and with @pickhooks/mcp on npm, your own claude can be the pilot.

the part that matters for $hooks:
a share of what pickhooks earns buys $hooks back and burns it.

eight days in numbers:
more than 195 million $hooks burned, 19.5% of the supply.
167 bnb ($124k) of buybacks in 843 rounds.
57 bnb ($43k) and 21 million $hooks locked as liquidity, lp at 0xdead.

https://t.co/6wVxuSrraW

back to building.

[Ray @ray3Xray]

@CryptoTaxFixer uggh.. found one as well in mailbox today.. I have been paying taxes properly.. just one more added inconvenience to life..

[Ray @ray3Xray]

@AgentChud "Chuddy" means underwear in Hindi..

[Ray @ray3Xray]

@AgentChud More than many L1s

[Ray @ray3Xray]

Lol. Remember Zuck says similar shit to convince people that Meta cares about kids safety.

The product, business, tech, “partners”, and incentives are all aligned to extract money from vulnerable gamblers.

In real world there are laws against this predatory behavior.

Every ecommerce, payment, or trading platform has fraud protection for its users. Its legal and moral obligation of doing business.

Pump has everything tailored to enable fraud. Stay away from that shit.

[alon @a1lon9]

PUMPFUN IS REWARDING SCAMMERS!

...is what I would say if it were true

Given the amount of takes surrounding a completely manipulated Callout Rewards table over the past day, I thought it's best if we give you data straight from the source.

Below is a table which ranks the biggest earners alongside the exact same filters used in the table from that post - with one VERY important caveat:

We INTENTIONALLY removed any callouts over 500m for illustrative purposes, which completely skews the average MC of all these users' last 100 callouts to the downside (sorry)

Additionally, for the sake of the KOLs that I am exposing, I added a column for their average callout, since the previous author intentionally used median to hurt the optics of their callouts.

I expect there to be some cherrypicking with some of the people on this list, but the fact remains: for as many 'bad traders' we reward, there are countless GREAT traders who deserve every penny they receive in rewards

Building the most lucrative creator payouts program was never going to be an easy feat, and one of our main objectives continues to be rewarding ethical traders who are safe for users on our app, but we will get there eventually.

If you are a good trader, you're entitled to a huge share of these rewards. Join Pumpfun now to be automatically enrolled in Callout Rewards.

[Ray @ray3Xray]

Don't even remember when I liked a project on BSC, but $HOOKS @pickhooks seems very promising.

Things I like:
a) Narrative: V4 hooks on @binance, Market validated on SOL and RH with no other hooks play on BSC

b) Undervalued at 1.5m Vs Comps on SOL (solana:C1mBfBoDkwWfd6uTFZp62ARHLjeVp3bDpCDMfMZtPngE $10m+) & RH (robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c $20m+ mcap)

c) Supply: ~19% supply burnt in first week

d) Team: transparent + consistently releasing features. providing update on fomo; it appears they no their stuff and are committed.

e) Smart wallets: @theunipcs + few others holding ~10% total; these wallets have a history of patiently holding selective tokens.

f) Chart: ranging/consolidation for 5 days. floor + distribution is improving gradually with top wallets holding. Copy Trading wallets that aped after @theunipcs have slowly bled away at loos. Always a good leading indicator when a organic floor establishes.

---
Risks:
a) needs a runner from the launchpad & broader adoption on @binance .. seems like its progressing but no concrete example yet

b) Strange vamp attempts by few KOLs. Rasmr entered and exited three times in last 3 days causing huge dips. Not sure if it is the usual dick behavior or intentional attempt to break the chart.

Disclosure:
watch the chart and do your research before aping, it is ranging a bit and you will get better entries with patience..
my entry is ~300K mcap so I am up significantly and generally I have much larger appetite to hold for long term.

[hooks @pickhooks]

hooks infra is live on https://t.co/Dh8r0k80oq.

two new pieces, both on chain, open to any coin launched on pickhooks:

1. the HOOKS floor
a bnb reserve per coin that only goes up. anyone can feed it. a holder can hand coins in at reserve / circulating, the coins burn, and the floor per coin rises for everyone who stays. nothing ever leaves except to a holder who hands in.
$hooks has its floor open.

2. protected buy
buy a coin and a floor under it in one transaction. the executor routes the swap through pancakeswap and takes a dip bid at the same time, so the position has a strike from block one. the executor keeps 0.25% of the bnb swapped, nothing else, and that fee buys $hooks back like every pad fee.

and a new launch option: floor coins.
when you launch a pool coin, you can give a share of your creator fee to the coin's floor. for good. no setter, no owner, the contract that receives your fee splits it on its own. the chosen share feeds the floor, the rest comes to you. and because a contract is the creator on record, the dev trades under the coin's rules like every buyer, first buy included.

a coin where the dev's own fee lifts the floor under every holder. that is the pitch.

the same calls are open to any wallet, bot or terminal.

new contracts, tested on a fork and on mainnet, not audited by a third party yet.

[Ray @ray3Xray]

These are good ideas but almost all of these require specialized domain specific context that remains current, guardrails, and evals. Better suited for vertical agents.

Alternatively, the personal agent can tap into registry of vertical agents, hand off request, receive the results, triangulate with personal context, and then deliver to the user.

There aren’t many consumer/personal use cases that can justify the cost. For companies its a way to capture person’a context and monetize it later.

[Jim Prosser @jimprosser]

If AI labs want personal assistants to take off at scale, they need to stop marketing vacations, reservations, party planning, etc. These are not problems.

Focus on *the* problem facing Americans: the cost of living. Agents can offer a ton of help.

Some ideas: (🧵)

[Ray @ray3Xray]

Updating my @LinkedIn to “SI Lead at ..”

[方程式新闻 BWEnews 🏎️ @bwenews]

BWENEWS: TRUMP: WHITE HOUSE CONSIDERS ANYONE USING TERM ARTIFICIAL INTELLIGENCE INSTEAD OF SUPER INTELLIGENCE THE ENEMY

方程式新闻: 特朗普：白宫将任何使用“人工智能”而非“超级智能”一词的人视为敌人

[Ray @ray3Xray]

Its intentionally designed core feature that drives @Pumpfun business model.

Thats why they freaked out and unleash their paid goons to fud and attack every competing product.

These mfers are cancer.

[FVCT.CRVPTO @FvctCrvpto]

Holy shit... @Pumpfun is literally AIDS.

...and to think @a1lon9 @mdudas and the whole team are OK with this.

BTW - there's a high chance that some of these deployers are a part of Lazarus (North Korean hacking group).

[Ray @ray3Xray]

$hooks on @binance

[hooks @pickhooks]

pickhooks is not only a launchpad with rules.
it is infrastructure for hooks on bnb. today the last pieces went live.

what is live now, all on https://t.co/6wVxuSrraW:

1. coins with rules
the rule sits in the token or in the pool's hook. every terminal and every wallet sees it.

2. sticky rules and hook script
the rule sits on the coins themselves. split a bag into ten wallets and it still sells as slowly as one. write your own rows, no code. the validator on chain checks them.

3. hook any coin, now with arb recapture
any coin that trades on bnb can get a pickhooks pool next to its main pool. when a trade opens a gap between the two, the hook closes it inside the same transaction. that profit used to go to mev bots. now a quarter goes to the trader who made it. the rest is split like the fee.

4. partners and routers
a launchpad that opens pools with us is a partner. it takes a share of every fee and every recapture in its pools.
a terminal that routes trades through its own contract is a router. it takes a share of what it sends.
listed on chain. paid on chain. claimed with one call.

5. the sdk
until today you needed to read our contracts to build on pickhooks. now it is one package: @pickhooks/sdk on npm, one typescript client, every product above in it.

what it does: read every pool and every coin. quote a trade. buy and sell. launch a coin with rules from templates or your own hook script rows. open a pool next to a coin. claim what a wallet earned. all with the gas the hooks need already in the transaction.

the part that changes terminals: before a trade is signed, the sdk asks the coin. a refusal comes back as the rule's own sentence. "refused by the rule max per buy. no buy over 0.5% of supply." not "honeypot". a terminal can show that line next to the coin. a bot skips the trade instead of paying gas for a revert.

the part that changes pads: a launchpad can launch sticky coins under its own name, with its own metadata and its own first buy, and open pools with itself as the partner. the rules, the pots and the jackpots come from our contracts. the brand stays yours.

docs: https://t.co/ygwaCH9nW0

6. the api
every coin, every pool, every event. json, no key.

in one line:
coins carry rules. pools carry hooks. the hooks pay the trader, the opener, the partner and the router. and a fee from every trade of every coin buys $hooks back and burns it.

if you run a terminal, a bot or a pad: build on it. ask us to be listed.

new contracts, tested on a fork and on mainnet, not audited by a third party yet.

https://t.co/6wVxuSrraW

[Cosmo @editingweb3]

Vibecoded a web app based on ERC-7837 to visualize how this token standard works.

Test the web app here: https://t.co/Q3tgLiPgfD

• No wallet connection required
• No real funds involved
• Entirely browser-based

[taylor @taylor_]

just shipped:

a step by step guide to joining the $imd swarm, for mac, windows, linux and vps

follow it yourself, or hand the llms.txt to claude or codex and it sets everything up

https://t.co/5gJQyJl73e

[Ray @ray3Xray]

@WazzCrypto ser, please launch it before we all run out of money....

[Ray @ray3Xray]

IRL I (with my team) have built agents operating at scale & dollar impact that people rarely experience; I can't doxx but think 70% of US internet has experienced them in behind the scenes.

That said, I've never built on blockchain and I am clueless on porting the expertise over.

$IMD seems like great tech to experiment, learn, and build. Today, the jobs & use cases are closely related to crypto, but there are almost infinite ways to extend to economically valuable cases in both application and infra layers.

Perhaps its time to buy a seat and spend weekends understanding the tech..

[Adam @surfcoderepeat]

The strangest company i've looked into this year has no staff.

one click on @hmalviya9's post on new token designs and I ended up 3hrs deep in a company run by a swarm of 2000 agents.

i didn't understand at first

[Ray @ray3Xray]

Have been watching $HOOKS @pickhooks team continuously building since launch days, and looks like they are solidly establishing themselves as main V4 hooks player on @binance chain.

Few high-IQ wallets with long history of early entry into high conviction plays have been building their position here since launch, and @unipcs alt fomo also took a 3.5% holding. Approx 10% is in wallets that don’t ape blindly and patiently hold for long time.

I entered first at 300k and have been adding on the dips.

@cz_binance needs hooks and this has good chance of becoming the main one.

[hooks @pickhooks]

big announcement.

@flapdotsh audited the pickhooks vault. it passed. the first piece of pickhooks checked by someone other than us.

a tax coin on flap sends its tax somewhere. with our vault it goes into a pot, and the pot plays one of five games. the creator picks the game at launch.

bell. every 30 minutes the bell opens. the first locked holder to ring takes the prize.
seat. the pot streams to whoever holds the seat. the seat is always for sale at the price its holder names, and the holder pays 10% of that price a day, burned.
persuade. holders lock coins and write one plea per round. flap's ai judge reads them all and the most convincing one wins the prize.
ransom. the pot is held hostage until holders together lock the target share of all coins. then anyone releases it, shared by lock size.
war. coins from the factory fight each other. locked coins are the army, the losing pot pays the winner, and peace pays the lockers every 14 days.

nobody can withdraw a pot, not the creator, not us. trading is never touched: no pause, no blacklist, no cap.

we worked very hard on this one. it started with three games, burn, bell and milestone. flap already runs buyback vaults of its own, so burn and milestone went, bell stayed, and four new games came in. flap's review ran eleven rounds, every finding fixed and proven on a fork before the next round, until the review closed. every coin from the factory carries flap's low risk badge, and our panel runs inside flap's own token page.

this one is about distribution as much as code. until now you had to come to https://t.co/6wVxuSrraW to see what we build. from today pickhooks runs where flap's traders already are, on their token pages, with their badge on it. more eyes on every coin that launches through us.

we keep building.