Summer

Comms @BitgetWallet prev @Disney

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[陈成 @chenchengpro]

Cat Wu 说了一句话让我印象很深，「Jobs are fake.」

她是 Anthropic Claude Code 的产品负责人，刚上了 Lenny's Podcast。这期信息量很大，我试着把核心的东西压缩一下。

Anthropic 的产品节奏已经快到不讲道理，功能从构思到上线，最快一天。不是因为用了最强模型（虽然确实有帮助），核心是组织和流程。几乎零审批、所有功能先以「研究预览」上线降低发布承诺、工程师端到端自己看到 Twitter 上的用户反馈就能周末把功能做完发出去，不需要经过 PM。PM 的角色不是审批门，是给团队搭好发射台，让工程师想发就能发，营销和文档能在第二天跟上。

最反直觉的是她对新模型的态度。别人上新模型是加功能，他们上新模型第一件事是删功能，把之前给模型打的补丁一个个撕掉。to-do list、强制提醒、各种 prompting 干预，模型变聪明了就不需要了。比如早期模型做 20 个 call site 的重构会漏改，团队加了 to-do list 工具强制跟踪；到 Opus 4 之后模型自己就会用，根本不需要提醒。她说每次模型升级，团队都会通读整个 system prompt，逐段问「模型还需要这个提醒吗？」不需要就删。播客里引用了一句话，「模型会把你的 harness 当早餐吃掉。」

但更重要的是提前构建「还不能工作的产品」。代码审查功能他们尝试了好几个版本，早期模型准确率不够一直没正式发。直到 Opus 4.5/4.6，团队才觉得可靠到工程师可以信赖它在合并前发现大部分 bug。她的建议是，永远提前做好原型，新模型一出来直接换进去验证差距是否被填上。

关于 PM 未来最稀缺的能力，她反复提到一个词，product taste。代码越便宜，品味越值钱。GitHub 上几万条 issue 什么需求都有人提，知道该做哪个、怎么做最好，这个判断力才是最值钱的。工程背景短期有用（能判断实现难度从而更好地做优先级决策），但她刻意只说「未来几个月」，因为每隔几个月模型能力就跳一级，所需技能跟着变，没人能预测更远。她觉得最重要的是第一性原理思维，搞清楚技术环境怎么变了，团队最缺什么，然后低自尊地戴上任何需要的帽子。

Anthropic 能跑这么快还有一个原因，使命统一。如果两个优先级冲突，问哪个更符合 Anthropic 的使命，答案就出来了，全员立刻执行。Cat 说了一句很重的话，「如果 Claude Code 失败了但 Anthropic 成功了，我会非常开心。」整个团队都愿意为公司目标牺牲自己产品的 KR。这种文化让决策极快，也是为什么一家起步晚、融资少、没有分发优势的公司能跑到 110 亿美金 ARR。

她对从业者几条比较实在的建议。

1/ 把重复劳动交给 AI，但别只做到 95% 就放弃。95% 准确率的自动化不是自动化，最后那 5% 才是真正值得投入的地方。

2/ 构建你真正每天在用的应用。One-shot 一个原型发个推然后再也不打开，你既没学到东西，也没获得杠杆。

3/ 别沉迷于炫耀 setup。她原话，「简单的配置往往效果更好。」有一群人花大量时间堆 skill 和 MCP，结果核心工作反而没做。

4/ 2024 的产品是对话式的，Claude Code 这一代产品是行动式的。当 AI 真正能代你执行而不只是告诉你该怎么做，那才是真正的顿悟时刻。

她的人生信条回到开头那句话，Just do things。理解约束，推导行动，然后直接去做。不要等许可，不要被岗位定义限制。这大概也解释了为什么 Anthropic 能跑这么快。

[Daren Matsuoka @DarenMatsuoka]

10 straight quarters of stablecoin growth.

[hagaetc @hagaetc]

A few key insights I found interesting from our new Stablecoin dataset:

- Stablecoin supply is growing 50% Y/Y but Circle and Tether market share is staying about the same at ~90%

- $80B out of $300B sits on centralized exchanges - trading use cases still dominate

- However, stablecoins in yield generating protocols doubled to $10B

- Total transfers jumped to $10T in January. USDC was 8T of that, despite being almost 3x smaller in supply vs. USDT. $6T of that volume was to/from DEX liquidity.

A bunch of more interesting insights below 👇

[Cointelegraph @Cointelegraph]

⚡️ TODAY: Bitget Wallet unveils beta Skill with OpenClaw, allowing users to access on-chain market data and trading via natural language.

[Morph @MorphNetwork]

USDC and CCTP are coming to Morph!

A new foundation for dollar settlement on Morph. @USDC and CCTP for secure cross-chain transfers are coming to infrastructure designed for real payment flows.

Stable dollar settlement. Built for scale.

Learn more ↓

[Dean Eigenmann @DeanEigenmann]

https://t.co/rGqh5Pq3tj

[Dan Elitzer @delitzer]

https://t.co/i5RJq2cE7I

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Summer @summer_defi]

Crypto card active users just crossed 100k in January.

Top5
#1 @BitgetWallet
#2 @EtherFi
#3 @SafePal
#4 @useTria
#5 @ready_co

[Bitget Wallet 🩵 @BitgetWallet]

Power. Hype. Noise. Bubbles.

Crypto has been here for 17 years.

What if the real lesson is, what quietly kept working while everything else reset?

[Artemis @artemis]

BREAKING: Prediction Market ATHs

✔ Aggregate market: 5 consecutive monthly ATHs
✔ @Polymarket: 5 consecutive monthly ATHs
✔ @Kalshi: 5 consecutive monthly ATHs
✔ @opinionlabsxyz :Every live month is an ATH

[Summer @summer_defi]

Wild

[dash @datadashboards]

87K users of crypto cards this month so far 🤯

Here's the top 5 so far:
Number 1 - @BitgetWallet - 29K
Number 2 - @ether_fi - 21k
Number 3 - @useTria - 8.5k
Number 4 - @ready_co - 8.5k
Number 5 - @gnosispay - 8k

[Artemis @artemis]

For the first time, @LexSokolin and Artemis put Fintech and Crypto KPIs on the same page.

- @aave ($22B) has more loans outstanding than ALL BNPL ($21B).
- @HyperliquidX ($2.6T) does >50% of Robinhood’s trading volume ($4.6T).
- @Polymarket ($25B) does ~50% of DraftKings ($52B) on volume.

Here’s who is winning fintech vs crypto 🧵

[Bitget Wallet 🩵 @BitgetWallet]

shipping something soon

[Circle @circle]

Circle Alliance Program member @BitgetWallet expands everyday USDC use across multi-chain swaps, earning, and payments.

By integrating USDC with gas-abstracted trading and real-world spending, Bitget Wallet helps make stablecoins easier to use onchain.

https://t.co/KDbgzLBlaz

[Summer @summer_defi]

wow. Just wow

[Netflix @netflix]

Today, Netflix announced our acquisition of Warner Bros. Together, we’ll define the next century of storytelling, creating an extraordinary entertainment offering for audiences everywhere. https://t.co/rXPFMNIs1A

[Ethereum @ethereum]

Missed the Fusaka network upgrade?
13 Ethereum Improvement Proposals (EIPs) are now live on Mainnet.

Here’s Fusaka in 35 seconds.

[Artemis @artemis]

INTRODUCING: Part 2 of our Stablecoin Payments Report!

Co-written with @CastleIslandVC and @dragonfly_xyz, with data now through August 2025.

Stablecoin payments hit $10.2B monthly, up 70% since February and 137% since Aug '24, now at a $122B annual rate.

Here’s how the market evolved in just 6 months 🧵

[Pukerainbow 🤮🌈 @pukerrainbrow]

Privacy or compliance?

You shouldn’t have to pick a side.

@billions_ntwk x @useTria are changing what onchain identity looks like.

Welcome to zkKYC, where you prove who you are without exposing who you are.

Traditional KYC overshares everything, and that doesn’t work onchain.

zkKYC flips it.

With zero-knowledge proofs, users can verify age, jurisdiction, or source of funds without revealing personal data.

Billions brings 2M+ verified users and proven zkKYC infra.
Tria brings borderless Web3 banking, self-custody, and Visa access.

Together, they’re building the financial system Web3 actually deserves.

gBillions ⚡