Eli5DeFi

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Ethereum validators keep paying the same hidden toll: block propagation that’s needlessly slow and repetitive. With Gossipsub, every peer gets full copies of every block and blob. That turns into burned bandwidth, long-tail arrival times, and attestation/proposal misses that

SA essentially offloaded most of its public equities book to Citadel after getting wrecked on AI trades. They were running as much as ~4x leverage in high-beta stuff (power, storage, neo-cloud, miners “turning AI”), and then the margin calls showed up. You can debate forever

At its height, Situational Awareness LP (SALP) reportedly ballooned to roughly ~$20B in AUM, an eye-watering ~10x since launch. The strategy is essentially a tight, levered cluster of bets on AI infrastructure choke points (power, storage/NAND, data-center buildouts/conversions

My DMs are full of people asking whether the post below means they should sit out Kaito v2. I think that’s missing the point. For one, there’s clearly more transparency between projects and creators this time around. For another, the new setup seems to reward motion over empty

This post deserves some appreciation, 🤣

More details on Ironwood here ⤵

We have the 69,420th launchpad on RH. 🤣

We have the 69,420th launchpad on RH. 🤣

Grand Theft Odyssey

Most DeFi “wins” get written in the soft parts of the cycle, when liquidity is flooding in and basically any protocol can paint the chart green. Then the last few months hit → liquidity tightened → the training wheels came off. If there is a protocol that still expanding

For context

TL;DR if you want to deploy and bundle the launch, please do it from clean and unrelated wallet. Also if you're the main dev, please don't do it in the first place. Rookie and unethical moves.

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Atp, I’m not surprised crypto will be shutting down in 2027 😂

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Jack has sketched a genuinely compelling picture of what “social AI” could actually be. Buzz is a direct response to the context-collapse problem every serious team is already choking on. Right now, teams are stitched together from four islands that barely exchange signals: -

Another CEXs down.