gold and silver just went live on risex. $XAU / $XAG perps, up to 20x, fully onchain
this is the part of the risex thesis that actually matters imo
they've spent months on the microstructure stuff (fully onchain orderbook, no offchain matching, latency bumps so mms don't get sniped) and gold/silver is where that pays off - commodities trade 24/7 crypto-style, no cex offers that with real leverage and onchain settlement
spreads on new listings are usually the tell for whether the infra actually holds up under real flow. Worth watching this one closely day one
video via @risextrade
A Fortune 500 CTO flew to Chennai to inspect the "data center" hosting his company's AI workloads
He walked into a bedroom with a ceiling fan and beige curtains
Arjun is 29. He has been running the CTO's staging environment for 7 months. They pay him $8,400/month. They think he has a team
He does not
Along the back wall: three tower PCs forming his CPU cluster. On the front desk: a $210 Mac Mini running Kubernetes across the whole rack. A wicker basket in the corner
The CTO stood in the doorway for 40 seconds without saying a word
Voltage stabilizer with a red LED humming under load. Two 2TB enterprise SSDs. A 10 Gbps switch. Two managed switches for the internal network. Router, firewall, and storage stack outlined in green tape at the top of the rack
Build cost: $17,800
Cloud vendor quote for the same compute:
$192,000/year
Arjun did not design any of it. He asked Claude one question: "Design me a home rack that can host 10 client staging environments and 4 local AI training runs at the same time"
Claude spec'd the parts, priced the switches, wrote the Kubernetes manifests, wrote the network config, and wrote the failover plan for when the ceiling fan trips the breaker
He also runs 8 always-on Claude agents that scrape client dashboards and email weekly reports on Sunday nights. The CTO has been reading those reports for 4 months thinking a research team wrote them
The CTO finally spoke: "Where is the rest of the operation?"
Arjun pointed at the Mac Mini
The CTO did not cancel the contract. He tripled it. $28,000/month, on-prem exclusive, 18-month clause blocking Arjun from taking on more American clients.
He signed it at his kitchen table
His parents think he does freelance IT support. They stopped asking
Electricity bill last month: $113
The internet said serious AI work required a data center, a devops team, and a $2M cloud budget
He is running enterprise AI infrastructure from a bedroom, and the enterprise flew across the world to hand him a bigger check
The internet was renting when it should have been building
They did what everyone wants to see when a perp launches
Currently, it feels like no perp would consider a launch above 500 million FDV disappointing. Practice shows that even the biggest perps can't manage this in the current market
But what is @o1_exchange doing right now? To everyone's surprise, they're launching at around an $800M valuation
Gotta give them credit, it was a tough task. Respect
I think every points farmer in any other perp dex can only dream of a launch like this. But what are they actually in for?
Polymarket will give us a hint
@variational_io - 39% chance at $800M FDV
@grvt_io - 31% chance at $300M FDV
@extendedapp - 49% chance at $300M FDV
@StandX_Official - 30% chance at $400M FDV
@Ostium - 42% chance at $100M FDV
@pacifica_fi - 29% chance at $300M FDV
@tread_fi - 27% chance at $80M FDV
@etherealdex - 25% chance at $50M FDV
@reya_xyz - 18% chance at $150M
The clear takeaway is that far from everything depends on the metrics and popularity of the perp dex where you’re earning points. You can get massive upside even where no one expects it - keep that in mind
Interesting fact: this launch reminded me of @trylimitless it’s literally 1:1
@base ecosystem, backed by @cbventures, under radar project, small drop allocation - and they still launched at the same $800M FDV
When something repeats twice, it’s worth looking for the third one and trying to catch it early. Any ideas who it could be?
A 21-year-old in Toronto sold a $7,200 brand site to a ceramics studio that thought she ran a 4-person agency
She is one person. The agency is Claude
The studio's name is Oryzo. They make a single product: a terracotta mug warmer the size of a coaster. They had a logo, three product photos, and a Squarespace that loaded in 4.8 seconds
She quoted them $7,200 for a full rebrand and site. They paid 50% upfront. She opened Claude that night
Pause at 0:14. The hero on screen is what she shipped. ORYZO in display serif, 240pt. Tagline underneath: "Made for mugs. Built for tables." The product photo is the terracotta dish on a self-healing cutting mat with a sharpened pencil and a snap-knife next to it. Studio aesthetic. Award-show energy
She did not design a single pixel
She fed Claude the product photos, the brand brief, and one sentence: "Make this feel like it won a Cannes Lion before it shipped a unit."
Claude wrote the copy. Claude generated the layout in HTML and Tailwind. Claude picked the typography pairing (Editorial New display + Inter body). Claude wrote three full landing sections with different art direction in each. Same brand voice across all of them
She made one human edit. She changed a comma to a period
The studio's founder messaged her at 11:47pm the night she delivered. "this is better than what we paid $34,000 for last year. who else is on your team?"
She told him the truth. "Just me and the models I use."
He sent the second 50% an hour later
She has no team. She has Claude Sonnet 4.6, a Ryzen laptop, and a Notion doc with 14 brand briefs she already sent quotes on
3 more accepted this week. Total pipeline: $26,400
Her dad thinks she is freelancing on the side while applying for full-time jobs
She declined the last 4 interviews because the salary would not cover one Oryzo project
The internet said design agencies were safe because clients pay for taste
She is selling taste at agency rates without an agency
The internet was wrong about who owns the taste
A consultant in Lyon stopped doing client calls in March. He makes $13,630 a month from his Obsidian vault
2,400 notes on B2B SaaS pricing strategy, built over 8 months. Every framework, every case study, every objection he has ever heard on a sales call
He stopped selling his time. He licenses the graph instead. $290 a month per company. 47 companies subscribed
The graph queries Claude on their behalf. They ask a question. The model pulls from his structured knowledge. They get the answer his old hourly clients used to pay $400 for
He runs the whole thing solo from one terminal window. Stripe handles billing. The graph handles delivery. He handles nothing in between
Most people collect notes. A few connect them. Almost nobody sells access to the graph
The note-takers fill Obsidian with 1,283 markdown files and call it a second brain
The builders connect those files with Claude Code and finally see the graph that was always there
The monetizers wrap it in an API and charge for it
The problem is not note-taking. The problem is most people stop at collection
A few keep going to connection
Then there is the third step. That is where the money lives
Your notes are a database waiting for a price tag
A 19-year-old in New Jersey turned himself into a girl on TikTok live and made $5,840 in his first weekend
Same bedroom. Same lamp. Same posters. Same window. Only the face is not his
3,400 concurrent viewers in the first hour. The caption said "ai filter test." Nobody left
By hour 4 the gifts had crossed $2,000. By the end of the weekend: $5,840 and 84,000 new followers
The setup cost him $41 in compute. No GPU. No studio. Just the laptop from his desk
His coworkers tip her. His ex follows her. She does not have a name yet
The internet said AI streamers would lose to real ones because authenticity wins
He is being authentic
The face just is not
A 13 year old solved this in 39 seconds. I have seen senior developers take 3 days on the same level problem
Pause at 0:17. That is not a school assignment. That is Codeforces. The platform where developers with 5 years of experience open Stack Overflow on the second monitor before they even read the full problem
He just typed
Timer hit zero. Accepted. Thumbs up
No tutor. No bootcamp. No $4,000 course
A MacBook Air, a YouTube playlist, and 8 months of doing it every single day after school
His classmates are using AI to skip the thinking
He is using it to think faster
There is a difference. It does not show up now
It shows up in 10 years when everyone who skipped the hard part has nothing left to fall back on
The internet said learning to code is pointless. AI will do it all
A 13 year old is in his bedroom getting faster at it anyway.
He did not get the memo
Save this. The kids who do the hard work while everyone else skips it are the ones who will not be replaceable
Imagine this:
You’re watching a random Backrooms video on YouTube.
A few years later, the creator is looking for a screenwriter for BACKROOMS 2.
The internet is creating directors faster than Hollywood.
• Kane Parsons dropped his first viral Backrooms video at 16
• His biggest inspiration? Portal 2
• He became the youngest director to helm a feature film for A24
• The film built 30,000+ sq ft of Backrooms sets -people actually got lost in them
• He didn’t just direct - he also helped compose the music
This isn’t just a sequel.
It’s a case study of how internet creators are taking over storytelling.
(via Deadline)
That’s it.
Euphoria has officially ended with season 3. Not with a loud finale, but with Rue’s quiet exhale - the one we all knew was coming.
For seven years, we watched how beautifully and painfully a person can destroy themselves.
We watched and saw ourselves in it.
We watched and stayed silent.
Today, the door closed. No grand speeches. Just the end of a story that started as a warning.