oles

liquidity is my love language

[AI_Explorer @ai_explorer25]

Best accounts to follow from each frontier lab to stay constantly up to date

Anthropic

@karpathy
- must-follow account for AI; recently joined Anthropic

@bcherny
- Claude Code creator, always shares great tips

@trq212
- also a Claude Code developer; writes amazing articles on CC

OpenAI

@polynoamial
- works on reasoning research, shares a lot of technical details

@gabriel1
- Sora developer, great career path

@jxnlco
- works on dev experience, shares a lot about Codex

Google AI

@OfficialLoganK
- all the major Google Gemini and AI Studio updates

@ammaar
- product and design; shares great things about vibe-coding in Google AI Studio

@fofrAI
- cool use cases for generative models

Cursor

@leerob
- the loudest voice behind Cursor updates

@ericzakariasson
- shares great insights on using Cursor

@mntruell
- Cursor’s CEO; major releases and usage updates

xAI

@milichab
- recently joined xAI, shares updates on Grok

@skcd42
- also covers major Grok releases

@ai_explorer25
- covers all ai content and free resources

[oles @yak_cap]

shots fired.

[ZachXBT @zachxbt]

C) Want to explain to the community why Kucoin allowed a threat actor to launder $9.5M+ tied to a fake Ledger app via 150+ Kucoin deposit addresses over the past week?

A few days before that another threat actor laundered $3.5M+ from the Bitcoin Depot incident via 25+ Kucoin deposit addresses.

You’ve enabled instant exchanges abusing KYC and entities like AudiA6, a centralized mixer for illicit actors to operate freely.

Kucoin deserves to have regulators come after its business once again.

[Boris Cherny @bcherny]

Starting tomorrow at 12pm PT, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw.

You can still use these tools with your Claude login via extra usage bundles (now available at a discount), or with a Claude API key.

[Solana @solana]

BREAKING: The SEC has formally classified SOL as a digital commodity in its new crypto asset taxonomy, alongside BTC, ETH,  and 14 other assets.

SOL is not a security.

[oles @yak_cap]

@cryptoyormansol @solanamobile @Seeker_ES_ bitpoet.skr

[oles @yak_cap]

@gibdotmeme bitpoet.skr

[oles @yak_cap]

@gibdotmeme bitpoet.skr

[SolanaFloor @SolanaFloor]

SolanaFloor is back.

As of today, we are thrilled to announce that SolanaFloor has been acquired by @jito_sol and will resume operations under the Jito Foundation’s ownership while maintaining full editorial independence.

After announcing a wind-down in February 2026 following an exploit tied to our parent organization, we explored external financing and acquisition options. However, the team was unable to secure a viable path forward at the time, leaving a gap in independent coverage of onchain activity across the Solana ecosystem.

Now, we can resume operations. While SolanaFloor will operate under Jito Foundation ownership, all editorial decisions including story selection, data presentation, and coverage priorities will remain fully independent of Jito Foundation’s activities, partnerships, and interests.

The mission remains unchanged: documenting the ongoing rise of the Solana ecosystem and providing clear, unbiased research and journalism. It’s a critical time for the chain. Spot $SOL ETFs have crossed $1B in AUM. The ecosystem is gradually institutionalizing. New DeFi tools and integrations emerge every day. The need for independent Solana coverage has never been more apparent.

“When SolanaFloor went dark, the ecosystem lost something difficult to replace,” said @brian_smith_0 , President of Jito Foundation. “This acquisition is about filling the gap with a platform that operates from a position of editorial independence. Jito has a long term stake in the health of the Solana ecosystem, and that means investing in the infrastructure and public goods that keeps the community informed.”

Additional details on the relaunch -- including editorial structure, commercial offerings, and team updates -- will be shared soon.

[Milk Road AI @MilkRoadAI]

Anthropic just released the most IMPORTANT chart in the AI labor debate.

This comes from the company that builds Claude using data from 2 million real conversations.

Here’s what it shows.

The blue area is every task AI could theoretically do right now.

The red area is what people are actually using it for.

The gap between them is enormous and that gap is your career runway.

Computer programmers are already 75%
covered.

Customer service reps, data entry workers, financial analysts, they’re next.

But here’s what no one is talking about.

The mass layoffs haven’t really started.

Unemployment for exposed workers hasn’t budged.

So what’s actually happening?

Companies are closing the front door, hiring for workers aged 22 to 25 in AI exposed jobs has dropped 14%.

The most exposed workers aren’t factory workers, they’re college educated, higher earning.

49% of US jobs now have at least a quarter of their tasks inside AI’s reach.

That’s up from 36% just one year ago.

And the red area on that chart,
the real world usage is still a fraction of what’s possible.

Every month, it grows a bit.

Anthropic built the scoreboard and most people haven’t looked at it yet.

[oles @yak_cap]

You lose your job to AI.

The explanation comes in a fully lowercase memo.

Those who stay are being asked to stay until they become replaceable.

And the stock rallies 24%.

What a world we live in. Interesting to observe.

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[oles @yak_cap]

For months:
Exactly at US open -> Hard sell-off -> Leverage wiped -> Price recovers -> Repeat

And we’re supposed to believe that’s organic?

At the center of Bitcoin ETF plumbing sits a tiny group of authorized participants.

They can create/redeem ETF shares, sit on massive disclosed IBIT positions, and don’t disclose their derivatives book.

So the “long” everyone celebrates could be fully hedged. Or net short.

India’s regulator already accused one of these firms of moving the underlying to harvest derivatives.

But in Bitcoin we’re told: nothing to see here.

Here’s my take:
Bitcoin has a 21M cap.
Wall Street has unlimited synthetic supply.

If you control ETF access + derivatives + liquidity windows, you don’t need to own Bitcoin to influence it.

And pretending this isn’t possible is naive.

[Justin Bechler #BIP-110 @1914ad]

https://t.co/fA1UmGvKou

[oles @yak_cap]

7/

Last but not least - the Rockies around Denver are unreal.

There’s something grounding about talking DeFi yields during the week
and looking at snow-covered mountains at the end of the week.

Good place to think long-term.

[oles @yak_cap]

#ETHDenver felt different this year.

Not bullish.
Not bearish.

Just… mature.

Most people there have survived multiple cycles.
Bad markets don’t scare them anymore.

[oles @yak_cap]

6/

The mood?

Calmer. More selective. More serious.

The tourists are mostly gone.

The builders are still here.

That’s healthy.

[oles @yak_cap]

reception over at #ETHDenver in similar mode as my portfolio.

#hurts

[oles @yak_cap]

shipping > hype.
execution > narrative.

I’m at #ETHDenver meeting teams that are actually building.

If you’re one of them, let’s meet. DMs open.