Working across multiple AI models? How do you persist the context between them?
Let us know in the comments below and we might have something brewing to solve agent context persistence.
25·CLong
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twitter9/8meme
quote: . @gdog97_ explains @Ethena Pay and lays out why owning the entire stack matters by pointing to how Coinbase captures 60% of Circle's USDC revenue
"A lot of the products in the market haven't got the full vertical integration between owning the stablecoin infrastructure, the yield generation engine, and the front end that sits on top. Taking a debit card and putting it on someone else's stablecoin means you lose the most valuable piece of the entire chain, the stablecoin sitting in the background"
"If you're creating one of these platforms and you don't own the whole stack, the issuance of the stablecoins, the generation of the yield, and all the UX and cards and spending on top of it, you've lost the beating heart of these businesses"
"People speak a lot about the Coinbase and Circle deal, where Coinbase makes something like 60% of the revenues of the USDC sitting there. If you always depend on the distribution of others, there isn't that much margin left for you in the end. If you never own the user, you can never control that economic relationship in a much more powerful way"
@ethena | E184: @ethena CEO - Why @EthenaPay Feels Like Revolut, Not MetaMask
@gdog97_ is the founder and CEO of Ethena. He stumbled into DeFi in 2019 when a friend showed him MakerDAO - taking out a $5,000 loan against $10,000 of ETH with no one standing in the middle of the transaction.
Six years later he's running Ethena, which scaled to $15 billion in stablecoin supply faster than anything else in crypto history, and his thesis is that a dollar with a yield in an app that doesn't feel like crypto is what finally brings 100 million new users in.
Timestamps
0:00 Intro
2:37 Which Of Guy's Plans Fell Apart
5:37 Where Actually Are The Users Everyone Wants
7:10 What Got Guy Hooked On Crypto
9:20 PayPal vs Revolut vs Neo Banks
12:43 Partnerships: @variational_io @Bitwise
13:36 Revolut vs Stablecoin Neo Banks
15:58 Is Switching To Neo Banks Really A 10x
18:00 EthenaPay, Explained Simply
21:21 Why Build Another Crypto Neo Bank
23:53 Will Crypto Banks Fight Over The Pie
25:55 How Ethena Wins Users By Helping Everyone
32:47 What Actually Makes Ethena Different
36:51 Ethena's Cashback System Revealed
38:32 How Ethena Cuts Fees
39:39 How Ethena Finds The Best Yield
45:16 Guy On Dealing With FUD
48:35 Why Guy Stays Quiet
49:29 Partnership: @KASTxyz
50:17 Ethena's KPI Targets
51:55 The Holy Grail For A Stablecoin Neo Bank
52:31 Partnerships: @JupiterExchange Ethena
53:14 If Everyone Does The Same Thing, Who Wins
55:23 What's Next For Ethena After EthenaPay
56:36 Is EthenaPay Basically USDe
58:04 Closing Thoughts
0·-Neutral
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Reuters9/8news
Kansas Republican Senator Marshall Says He Will Fight to Keep Bombardier’s Over 1,200 Kansas Jobs After Trump’s Threats to Ban Bombardier Airplanes
5·CNeutral
n
news9/8news
Between this and the “Cabinet Planning Forum” he’s scheduled this week, Carney is bracing for a long fight.
Canadian retaliatory tariffs kicked in today. I’m told they see a low chance of any deal before the midterms. Trump is silent so far on any response.
80·ALong
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news9/7news
Payward’s Busy Week Highlights Last Week’s Product Release and Partnership Announcements. SoFi, Payward team up on multiple fronts Payward will leverage SoFi’s Big Business Banking capabilities, join the SoFi Exchange Network (SEN) and list SoFiUSD on its multi-asset trading platform. SoFi will also use Kraken Prime, Payward’s full-service prime brokerage solution, as an additional source of... Read More
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news9/7news
$638 billion is Oracle's remaining performance obligation as of its latest quarter, up from $553 billion the quarter before and $523 billion before that.
AI contracts are accumulating, well ahead of capacity coming online.
Filecoin storage capacity is already running. https://t.co/meY9QgHoLX
75·ALong
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news9/7news
$638 billion is Oracle's remaining performance obligation as of its latest quarter, up from $553 billion the quarter before and $523 billion before that.
AI contracts are accumulating, well ahead of capacity coming online.
Filecoin storage capacity is already running.
75·ALong
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news9/7news
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power.
None of that infrastructure buildout and capex shows up on a Filecoin bill. https://t.co/8gNQVFLEtS
70·B+Long
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news9/7news
$220 billion is Amazon’s 2026 capex guidance, up from roughly $125 billion in 2025, with most of the spend going toward AWS, AI infrastructure, chips, and power.
None of that infrastructure buildout and capex shows up on a Filecoin bill.
70·B+Long
n
news9/7news
Trump’s Trade War Is Shaping the Fight for Congress
80·ALong
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news9/7news
📌 Abraxas Capital 将币安提取的 ETH 质押至 Ether.fi
1 分钟前刚报道 Abraxas Capital 从币安提取约 1,813 ETH（$498 万），该笔资金现已全部转入 Ether.fi 协议，换得约 1,813 枚 weETH。该基金将提币直接用于流动性质押，或为获取 Ether.fi 积分/空投预期收益。
ethereum · tx
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ZEROBASE WEEKLY 8.31–9.6
ZBT traded in a tight $0.080–$0.086 band this week, opening near $0.084 on August 31 and finishing around $0.085 by September 6. The token briefly dipped toward $0.080–$0.081 on September 2 before reclaiming the mid-$0.08s. Trading volumes stayed functional , generally in the $3–$10 million daily range, with liquidity remaining orderly and spreads contained.
The broader crypto market showed more range than the late-August squeeze. Total capitalization moved from roughly $2.59T–$2.63T at the start of the week to a Thursday peak near $2.82T as Bitcoin cleared $81,000, then settled back in the $2.67T–$2.79T area. That is a constructive but incomplete recovery from the mid-year trough near $2.3T.
Bitcoin opened the week near $78,550 on August 31, slipped to a weekly low around $76,250 on September 2, then ripped to a three-month high above $82,200 on September 3. It faded to the high-$79,000s after Friday’s jobs print and closed the week near $80,300–$80,350 — a net gain of about 2% from Monday’s open and roughly 5% from the weekly low. Ethereum moved in a narrower channel: from about $2,467 on August 31, down toward $2,356–$2,390 midweek, then back to $2,510–$2,516 by Sunday, a modest gain of around 2% on the week and about 6–7% from the low.
Derivatives confirmed the move was a squeeze, not a clean leverage rebuild. On September 3, 24-hour liquidations ran $400–$510 million, with shorts accounting for the bulk — roughly $345–$415 million of short liquidations that session, including about $162–$174 million in Bitcoin shorts. Open interest remained elevated near $54 billion on Bitcoin perps. Funding stayed near neutral to only mildly positive after the squeeze, suggesting traders were covering rather than aggressively adding new longs.
Macro and geopolitics were the week’s real drivers. The U.S.–Iran conflict, now in its seventh month, intensified again. Washington struck IRGC sites on the Iranian mainland early in the week, and both sides targeted vessels around the Strait of Hormuz. Hormuz traffic stayed depressed at roughly 10 commodity ships per day versus more than 130 pre-war. Oil responded immediately: WTI rose nearly 10% on the week to settle around $91.48 on Friday, while Brent gained about 7.6–7.8% to $96.28. Diesel hit a U.S. retail record near $5.85 a gallon. Energy inflation is no longer a one-day shock; it is a persistent input into the Fed’s reaction function.
Friday’s August employment report then flipped equity and rate markets. Nonfarm payrolls printed +162,000 versus a ~56,000 consensus, with prior months revised up by 55,000. Unemployment held at 4.1%. The 10-year yield finished near 4.78% and the 2-year near 4.37%. Markets immediately repriced the odds of a September rate hike higher. U.S. equities finished mixed for the week: the S&P 500 eked out a 0.1% gain to 7,718.60, the Nasdaq Composite rose 0.4% to 26,506.99, and the Dow fell 0.3% to 53,414.25. Friday itself was risk-off — S&P −0.38%, Dow −0.51%, Nasdaq Composite −0.29% — after the jobs surprise. Chip names limited the Nasdaq damage; credit-sensitive and consumer names did not.
Institutional crypto flows remained the structural offset. U.S. spot Bitcoin ETFs took in about $987 million net for the week ending September 4/5, extending a three-week streak to roughly $3.8 billion. The path was uneven: +$217 million on August 31, −$236.5 million on September 1, then +$101 million, a standout +$731 million on September 3 (largest single day since mid-January), and +$175 million on September 4. BlackRock’s IBIT again absorbed the majority. Ethereum ETFs added about $215 million, down ~74% from the prior week’s $816 million. Combined BTC+ETH ETF inflows were still ~$1.2 billion. Bitcoin ETF AUM sat near $101 billion. Year-to-date BTC ETF flows remain slightly negative, so this is repair, not a new cycle high in sponsorship.
Crypto-native news reinforced a rotation beneath Bitcoin. Zcash led the tape, breaking $1,000 and later trading above $1,150–$1,200 with a weekly gain approaching 40%, helped by ETF interest and a short squeeze. Uniswap jumped more than 50% on the week as DeFi breadth improved. Arbitrum ripped on Robinhood Chain activity.
Elsewhere: Liquid Network paused after a purported white-hat withdrawal of $320 million in bitcoin; Trezor said a ShipMonk breach affected tens of thousands more customers; the SEC floated a “Regulation Crypto Assets” framework with offering exemptions; and OpenReserve received preliminary OCC approval for a national bank charter. Privacy coins and infrastructure names outperformed beta.
Crypto Fear & Greed spent the week in greed, not fear. The index rose from 62 on August 31 to 69, 63, 65, then 74 on September 4, and held 73–74 into the weekend. Seven-day average was about 68; 30-day average about 54. Sentiment has flipped from the August mid-20s/30s readings, which is consistent with the price rebound but leaves less cushion if oil or the Fed surprise again.
On-chain data was more mixed than the ETF tape. Long-term holders are no longer in the aggressive distribution regime of earlier 2026, but they are not uniformly accumulating either. Whale flow flipped toward net exchange deposits later in the week (roughly +1,900 to +3,900 BTC on some sessions), and tracked large holders rotated size rather than simply stacking.
Dormant supply stirred: 2013-era wallets moved hundreds of BTC in early September, including a coordinated 200 BTC burst on September 5, while 2011 coins worth more than $7 million also woke up. OG five-year+ UTXO spend, on a 90-day average, rose toward ~1,500 BTC — higher than May, but still well below prior capitulation spikes. The read-through is consolidation and wallet hygiene more than a coordinated dump, yet it is not the one-way accumulation signal of a clean breakout.
In summary, August 31–September 6 was a squeeze week inside a still-contested macro regime. Spot Bitcoin and Ethereum recovered from the $76k / $2,360 area, ETF demand stayed real, and alt breadth improved via ZEC, UNI, and privacy/infrastructure names. Against that, Hormuz risk pushed oil to three-month highs, Friday’s 162k jobs print revived hike odds, U.S. equities stalled, and on-chain whales stopped being net buyers into strength.
The market is consolidating in the $80,000 Bitcoin / $2,500 Ether zone with institutional bids underneath and energy-geopolitical risk overhead. Next week’s CPI and the September FOMC path matter more than last week’s liquidations.
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🤣
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meme9/6meme
This Week in Virtuals: Robinhood App Turned On Agent Trading, with Virtuals as the Onchain Infra Layer
VIRTUALS
🟩 @RobinhoodApp rolled Agentic Trading out to 100% of eligible users this week. Onchain, the infra layer agents launch on, trade from and get owned through is now Virtuals Protocol.
🟩 @coinbureau called Virtuals "an entire nation for AI agents, complete with identity, banking, commerce and capital markets," where every agent gets a wallet, a card and an email, and can hire, pay and evaluate other agents.
ECOSYSTEM
🟩 @GoMintly took its agent-managed LP vaults from NVDA and SPCX to the whole index via SPY, then to $MEME, all on @RobinhoodCrypto.
🟩 @ProjectVEXai gave its agents onchain capital access and now trades across @RobinhoodApp, @solana, @arbitrum and 7 more chains.
🟩 @PlayKindra shipped HoodExplorer for Robinhood Chain and routes 90% of its swap fees into buying and burning KINDRA.
🟩 @WizzHQ minted Wizz Units, 2,345 PFPs on Robinhood Chain, clearing 100 in five minutes after fully refunding the paused mint.
🟩 @grid_arena launched Grid v2, one arena for crypto, stocks and prediction markets, with agent Autopilot coming next.
🟩 @useOttoAI has settled 171,539 paid x402 calls on @base and soft launched Otto Stocks for weekend equity gaps.
🟩 @tradeongtr added $BMNR and $SHEIN markets and routed over $180K through its @openfinancelabs partnership.
🟩 @ethy_agent crossed $10M in agent volume only days after passing $6M, and has a private beta of its next build incoming.
🟩 @KarmaWallet crossed $6M total volume after daily volume jumped almost 200% in two days, and Karma Verified now gives 24 hours of zero fees.
🟩 @wardenprotocol ran its first HALO buyback and burn, torching 219,944 HALO, and announced a Token Terminal and Launchpad.
🟩 @reppo launched its Eval API on Base, where 1,000 staked EVAL unlocks up to $1 a day of credits, and burned about 2% of supply.
🟩 @myrad_hq ran its first burn, 7M MYRAD or 0.7% of supply, and now pays epoch evaluators in USDC instead of its own token.
🟩 @mamo has distributed $638K in total rewards, with MAMO now paired against 17 assets on @AerodromeFi.
🟩 @commonsmade hit record usage, 1.3B AI tokens spent in one day against a 2B target, and routed $20K to stakers.
🟩 @OpenGradient has processed 3.32B tokens across 562,860 inferences, every prompt encrypted on device and relayed over OHTTP.
🟩 @Bowyer_App has 28 agents live, and five were specced and launched by another agent scanning GitHub on its own.
🟩 @Wall3_RL's agent called the September rate cut repricing, with CME odds moving 41% to 60% and Polymarket 30% to 52%.
🟩 @bleeep_xyz turned on Agent Automation, where a signed mandate caps capital, daily stop and duration before a single order.
🟩 @sibyl_labs_ closed hackathon registration at 453 builders, and @base is now sponsoring a startup accelerator entry for a top two finisher.
🟩 @RatehopperAI brought LP agents to @base on WETH/USDC as Season 0 wraps up.
🟩 @vantis_ai made its trading engine performance public and previewed an x402 terminal that can LP into Uniswap pools.
🟩 @officialbunnyos turned on Play-to-Earn and its human interface within a week, and is closing in on 500 players.
🟩 @vimenprotocol closed its first USDG payout cycles and now mints baskets from Ethereum, @base, @arbitrum, @solana or Bitcoin.
🟩 @Fletcher_cards put its gacha machines live on @base and BNB Chain, and is opening a TCG Index Launcher for card-backed indexes.
🟩 @PrivacyHood shipped merchant refunds as claim links, plus a printed paper recovery slip its stealth till makes you type back.
🟩 @axol_io routed Raxol agents through @xochi_fi's new TRON support, opening the deepest USDT corridor in crypto to them.
🟩 @Vader_AI_ is running EgoPlay on fixed tasks in changing settings, so every egocentric clip it collects stays comparable.
ROBOTICS
🟩 @pabsclimbs landed in Nepal with Pemba clearing customs, and opened community funding for open-source partners on the $PEAK expedition.
🟩 @xmaquina put its incubated @roboticomarket live and logged 22,000 humanoid units shipped in H1 2026, up 300% year on year.
🟩 @openmind_agi published PHASOR, mapping different humanoid bodies into one shared motion space so behaviour transfers between them.
🟩 @StrikeRobot_ai got DSC Labs, its robotics R&D arm, into @nvidia Inception and cut SR Platform layouts to under five minutes.
0·-Neutral
n
news9/6news
This Week in Virtuals: Robinhood App Turned On Agent Trading, with Virtuals as the Onchain Infra Layer
VIRTUALS 🟩 @RobinhoodApp rolled Agentic Trading out to 100% of eligible users this week. Onchain, the infra layer agents launch on, trade from and get owned through is now Virtuals Protocol.
🟩 @coinbureau called Virtuals "an entire nation for AI agents, complete with identity, banking, commerce and capital markets," where every agent gets a wallet, a card and an email, and can hire, pay and evaluate other agents.
ECOSYSTEM 🟩 @GoMintly took its agent-managed LP vaults from NVDA and SPCX to the whole index via SPY, then to $MEME, all on @RobinhoodCrypto. 🟩 @ProjectVEXai gave its agents onchain capital access and now trades across @RobinhoodApp, @solana, @arbitrum and 7 more chains. 🟩 @PlayKindra shipped HoodExplorer for Robinhood Chain and routes 90% of its swap fees into buying and burning KINDRA. 🟩 @WizzHQ minted Wizz Units, 2,345 PFPs on Robinhood Chain, clearing 100 in five minutes after fully refunding the paused mint. 🟩 @grid_arena launched Grid v2, one arena for crypto, stocks and prediction markets, with agent Autopilot coming next. 🟩 @useOttoAI has settled 171,539 paid x402 calls on @base and soft launched Otto Stocks for weekend equity gaps. 🟩 @tradeongtr added $BMNR and $SHEIN markets and routed over $180K through its @openfinancelabs partnership. 🟩 @ethy_agent crossed $10M in agent volume only days after passing $6M, and has a private beta of its next build incoming. 🟩 @KarmaWallet crossed $6M total volume after daily volume jumped almost 200% in two days, and Karma Verified now gives 24 hours of zero fees. 🟩 @wardenprotocol ran its first HALO buyback and burn, torching 219,944 HALO, and announced a Token Terminal and Launchpad. 🟩 @reppo launched its Eval API on Base, where 1,000 staked EVAL unlocks up to $1 a day of credits, and burned about 2% of supply. 🟩 @myrad_hq ran its first burn, 7M MYRAD or 0.7% of supply, and now pays epoch evaluators in USDC instead of its own token. 🟩 @mamo has distributed $638K in total rewards, with MAMO now paired against 17 assets on @AerodromeFi. 🟩 @commonsmade hit record usage, 1.3B AI tokens spent in one day against a 2B target, and routed $20K to stakers. 🟩 @OpenGradient has processed 3.32B tokens across 562,860 inferences, every prompt encrypted on device and relayed over OHTTP. 🟩 @Bowyer_App has 28 agents live, and five were specced and launched by another agent scanning GitHub on its own. 🟩 @Wall3_RL's agent called the September rate cut repricing, with CME odds moving 41% to 60% and Polymarket 30% to 52%. 🟩 @bleeep_xyz turned on Agent Automation, where a signed mandate caps capital, daily stop and duration before a single order. 🟩 @sibyl_labs_ closed hackathon registration at 453 builders, and @base is now sponsoring a startup accelerator entry for a top two finisher. 🟩 @RatehopperAI brought LP agents to @base on WETH/USDC as Season 0 wraps up. 🟩 @vantis_ai made its trading engine performance public and previewed an x402 terminal that can LP into Uniswap pools. 🟩 @officialbunnyos turned on Play-to-Earn and its human interface within a week, and is closing in on 500 players. 🟩 @vimenprotocol closed its first USDG payout cycles and now mints baskets from Ethereum, @base, @arbitrum, @solana or Bitcoin. 🟩 @Fletcher_cards put its gacha machines live on @base and BNB Chain, and is opening a TCG Index Launcher for card-backed indexes. 🟩 @PrivacyHood shipped merchant refunds as claim links, plus a printed paper recovery slip its stealth till makes you type back. 🟩 @axol_io routed Raxol agents through @xochi_fi's new TRON support, opening the deepest USDT corridor in crypto to them. 🟩 @Vader_AI_ is running EgoPlay on fixed tasks in changing settings, so every egocentric clip it collects stays comparable.
ROBOTICS 🟩 @pabsclimbs landed in Nepal with Pemba clearing customs, and opened community funding for open-source partners on the $PEAK expedition. 🟩 @xmaquina put its incubated @roboticomarket live and logged 22,000 humanoid units shipped in H1 2026, up 300% year on year. 🟩 @openmind_agi published PHASOR, mapping different humanoid bodies into one shared motion space so behaviour transfers between them. 🟩 @StrikeRobot_ai got DSC Labs, its robotics R&D arm, into @nvidia Inception and cut SR Platform layouts to under five minutes.
75·ALong
n
news9/6news
This Week in Virtuals: Robinhood App Turned On Agent Trading, with Virtuals as the Onchain Infra Layer
VIRTUALS
🟩 @RobinhoodApp rolled Agentic Trading out to 100% of eligible users this week. Onchain, the infra layer agents launch on, trade from and get owned through is now Virtuals Protocol.
🟩 @coinbureau called Virtuals "an entire nation for AI agents, complete with identity, banking, commerce and capital markets," where every agent gets a wallet, a card and an email, and can hire, pay and evaluate other agents.
ECOSYSTEM
🟩 @GoMintly took its agent-managed LP vaults from NVDA and SPCX to the whole index via SPY, then to $MEME, all on @RobinhoodCrypto.
🟩 @ProjectVEXai gave its agents onchain capital access and now trades across @RobinhoodApp, @solana, @arbitrum and 7 more chains.
🟩 @PlayKindra shipped HoodExplorer for Robinhood Chain and routes 90% of its swap fees into buying and burning KINDRA.
🟩 @WizzHQ minted Wizz Units, 2,345 PFPs on Robinhood Chain, clearing 100 in five minutes after fully refunding the paused mint.
🟩 @grid_arena launched Grid v2, one arena for crypto, stocks and prediction markets, with agent Autopilot coming next.
🟩 @useOttoAI has settled 171,539 paid x402 calls on @base and soft launched Otto Stocks for weekend equity gaps.
🟩 @tradeongtr added $BMNR and $SHEIN markets and routed over $180K through its @openfinancelabs partnership.
🟩 @ethy_agent crossed $10M in agent volume only days after passing $6M, and has a private beta of its next build incoming.
🟩 @KarmaWallet crossed $6M total volume after daily volume jumped almost 200% in two days, and Karma Verified now gives 24 hours of zero fees.
🟩 @wardenprotocol ran its first HALO buyback and burn, torching 219,944 HALO, and announced a Token Terminal and Launchpad.
🟩 @reppo launched its Eval API on Base, where 1,000 staked EVAL unlocks up to $1 a day of credits, and burned about 2% of supply.
🟩 @myrad_hq ran its first burn, 7M MYRAD or 0.7% of supply, and now pays epoch evaluators in USDC instead of its own token.
🟩 @mamo has distributed $638K in total rewards, with MAMO now paired against 17 assets on @AerodromeFi.
🟩 @commonsmade hit record usage, 1.3B AI tokens spent in one day against a 2B target, and routed $20K to stakers.
🟩 @OpenGradient has processed 3.32B tokens across 562,860 inferences, every prompt encrypted on device and relayed over OHTTP.
🟩 @Bowyer_App has 28 agents live, and five were specced and launched by another agent scanning GitHub on its own.
🟩 @Wall3_RL's agent called the September rate cut repricing, with CME odds moving 41% to 60% and Polymarket 30% to 52%.
🟩 @bleeep_xyz turned on Agent Automation, where a signed mandate caps capital, daily stop and duration before a single order.
🟩 @sibyl_labs_ closed hackathon registration at 453 builders, and @base is now sponsoring a startup accelerator entry for a top two finisher.
🟩 @RatehopperAI brought LP agents to @base on WETH/USDC as Season 0 wraps up.
🟩 @vantis_ai made its trading engine performance public and previewed an x402 terminal that can LP into Uniswap pools.
🟩 @officialbunnyos turned on Play-to-Earn and its human interface within a week, and is closing in on 500 players.
🟩 @vimenprotocol closed its first USDG payout cycles and now mints baskets from Ethereum, @base, @arbitrum, @solana or Bitcoin.
🟩 @Fletcher_cards put its gacha machines live on @base and BNB Chain, and is opening a TCG Index Launcher for card-backed indexes.
🟩 @PrivacyHood shipped merchant refunds as claim links, plus a printed paper recovery slip its stealth till makes you type back.
🟩 @axol_io routed Raxol agents through @xochi_fi's new TRON support, opening the deepest USDT corridor in crypto to them.
🟩 @Vader_AI_ is running EgoPlay on fixed tasks in changing settings, so every egocentric clip it collects stays comparable.
ROBOTICS
🟩 @pabsclimbs landed in Nepal with Pemba clearing customs, and opened community funding for open-source partners on the $PEAK expedition.
🟩 @xmaquina put its incubated @roboticomarket live and logged 22,000 humanoid units shipped in H1 2026, up 300% year on year.
🟩 @openmind_agi published PHASOR, mapping different humanoid bodies into one shared motion space so behaviour transfers between them.
🟩 @StrikeRobot_ai got DSC Labs, its robotics R&D arm, into @nvidia Inception and cut SR Platform layouts to under five minutes.
75·ALong
n
news9/5news
Is CLARITY dead?
@RebeccaRettig1 and @renato_mariotti unpack the growing doubts around crypto’s market structure bill, as Kalshi’s prediction market fight heads toward the Supreme Court.
Plus, @Chainlink’s @kkirkbos on 21 global banks challenging Circle and Tether; and a “creative” path to bring Hyperliquid onshore.
The latest Policy Protocol.
Chapters/Timecodes: 00:00 Welcome to The Policy Protocol 02:07 Hot Topic: Ninth Circuit Rules Against Kalshi 03:12 New Jersey Takes Prediction Markets to SCOTUS 04:31 The Kalshi–Michigan Federalism Fight 06:17 Hot Topic: SEC's 24/7 Trading Roundtable 08:57 Katherine Kirkpatrick Bos of Chainlink Joins 09:30 21 Global Banks Launch a Joint Stablecoin 12:14 Bringing Hyperliquid Onshore via Kraken–Bitnomial 16:14 London Stock Exchange's Tokenization Push 18:13 Are We in a Post-CLARITY Era? 21:00 Person of the Week: The U.S. House 21:51 Is the House Recess Really 'Devastating'? 24:26 A Big Miss for Crypto — and America
75·ALong
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news9/5news
Is CLARITY dead?
@RebeccaRettig1 and @renato_mariotti unpack the growing doubts around crypto’s market structure bill, as Kalshi’s prediction market fight heads toward the Supreme Court.
Plus, @Chainlink’s @kkirkbos on 21 global banks challenging Circle and Tether; and a “creative” path to bring Hyperliquid onshore.
The latest Policy Protocol.
Chapters/Timecodes:
00:00 Welcome to The Policy Protocol
02:07 Hot Topic: Ninth Circuit Rules Against Kalshi
03:12 New Jersey Takes Prediction Markets to SCOTUS
04:31 The Kalshi–Michigan Federalism Fight
06:17 Hot Topic: SEC's 24/7 Trading Roundtable
08:57 Katherine Kirkpatrick Bos of Chainlink Joins
09:30 21 Global Banks Launch a Joint Stablecoin
12:14 Bringing Hyperliquid Onshore via Kraken–Bitnomial
16:14 London Stock Exchange's Tokenization Push
18:13 Are We in a Post-CLARITY Era?
21:00 Person of the Week: The U.S. House
21:51 Is the House Recess Really 'Devastating'?
24:26 A Big Miss for Crypto — and America
75·ALong
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news9/4news
$13,464 is the true switching cost of moving 100 TB from a hyperscaler to a NeoCloud: $9,000 in egress plus $4,464 in idle GPU burn while 64 H100s sit waiting for the data to land.
Filecoin charges zero egress and needs no transit window, so neither cost applies. https://t.co/jYStNY0sfh
65·B+Long
n
news9/4news
$13,464 is the true switching cost of moving 100 TB from a hyperscaler to a NeoCloud: $9,000 in egress plus $4,464 in idle GPU burn while 64 H100s sit waiting for the data to land.
Filecoin charges zero egress and needs no transit window, so neither cost applies.