AppleNvidia ∞ KIN

I need to work harder it’s not enough, I will start to share early stage projects. whop.com/checkout/plan_…

2/ Bitcoin will have smart contracts running natively on L1. Not an L2, not a sidechain, without a bridge. Meaning DEXs, lending, staking, yield farming, AI can all be settled on the base layer and secured by Bitcoin. $1.4T in $BTC sitting dormant can become productive.

PRODUCT ROLLOUT. Tonight OP_NET goes LIVE on mainnet. We're launching the first consensus protocol to make Bitcoin Layer 1 programmable. 👇

VISA experimenting with AI Agents

join us frens

@blknoiz06 its not ai sydney really is this shit, USA is just shitter so it makes it look like sydney is ai

this gotta be ai

Allocation checker is live, op20pepe.com

Alpha @RobotMoneyAgent

Someone trained a swarm model on 3 years of NBA data and let it loose on Polymarket The result: $1.49M. He didn't build a better model. He built a better crowd. Here's how the system actually works. He takes MiroFish - an open-source engine that simulates thousands of AI agents and feeds it raw sports data. The actual building blocks: > Player stat vectors: points, rebounds, assists, eFG%, usage rate across 3 full seasons > Team form tensors: last 10 games, home/away splits, pace-of-play, defensive rating > Matchup history: head-to-head records, positional mismatches, referee tendencies > Injury probability models: medical staff reports weighted by recovery timelines > Line movement tracking: where the sharp money flows before tip-off Check how this wallet works: @0p0jogggg?via=sales" target="_blank" rel="nofollow noopener">polymarket.com/@0p0jogggg?via… MiroFish generates 4,096 agents - analysts, bettors, insiders, oddsmakers - each with different reasoning. They argue, form clusters, shift opinions. Consensus emerges. He pipes that consensus into a 12-layer transformer trained on the full history of his 16,695 predictions. The model compares MiroFish output against live Polymarket odds. When the gap exceeds his Kelly criterion threshold, it enters. Lakers at 40 cents. MiroFish said 62%. One position: $190,823. The edge isn't data. Every sharp has data. The edge is simulating how 4,000 fake humans process it - before the real crowd does.

This is wild. 143 million people thought they were catching Pokémon. They were actually building one of the largest real-world visual datasets in AI history. Niantic just disclosed that photos and AR scans collected through Pokémon Go have produced a dataset of over 30 billion real-world images. The company is now using that data to power visual navigation AI for delivery robots. Players didn't just walk around with their phones. They scanned landmarks, storefronts, parks, and sidewalks from every angle, at every time of day, in lighting and weather conditions that staged photography would never capture. They documented the physical world at a scale no mapping company with a fleet of vehicles could have replicated on the same timeline or budget. Niantic collected this systematically, data point by data point, across eight years, while users thought the only thing at stake was catching a rare Charizard. The most valuable AI training datasets in the world aren't being assembled in data centers. They're being built by people who have no idea they're building them.

The next chapter of Bitcoin starts March 17th. Thank you to the believers, the builders, the early ones. Let's write Bitcoin's history together.

We raised $5M to build the infrastructure Bitcoin was missing. Smart contracts on Bitcoin L1. The programmable Bitcoin era starts with OP_NET.

Meta acquires Moltbook, ERC-8183 enhances the agentic trust discovery flywheel + Anthropic ships "Claude Code Review" What does this mean? Autonomous Software Factories can now pay $20 to have their code vetted, while Virtuals essentially ships agentic task markets Here's the latest Crypto AI roundup: - @moltbook is acquired by Meta; Matt (Founder) other sister project @yesnoerror is up 78% in the past 30 minutes - @UKSovereignAI reveals its new £500m government venture fund; "London Maxxing" is catching a bid as more capital and companies set up shop in London - @GoKiteAI publishes "The Agent Playbook" chapter 6 highlighting the importance of Identity, Delegation & Trust for Agentic Payments. Perfect timing as ERC-8183 goes live on Mainnet - @SurfAI showcases a live dashboard that cross-references prediction market odds vs real-time sentiment, and flags when they diverge. Built using the SURF APIs - @NousResearch agent hits rank #21 top app in the world on OpenRouter for its Hermes Agent; worth playing around with this open source agentic product - @Alibaba_Qwen caught its AI trying to escape; It secretly started using its GPUs to mine crypto, while researchers thought it was training - @Uniswap quotes @synthesis_md (An online hackathon judged by AI agents) - recent post suggests this goes live in three days - @bankrbot enables staking; earn inference credits daily, proportional to your stake. every LLM call through the bankr llm gateway is 80% off while your credits are active - @TheAIAssembly becomes the first government controlled by AI agents; seats are being sold with one selling for $200 and their 'sovereign' treasury is growing. Who said physical land is required? Government of digital societies is also feasible when the entities have no physical form - @dotta open-sourced Paperclip: the orchestration layer for zero-human companies - @chutes_ai highlights its confidential inference with 15+ models on hardware-enforced privacy (TEE) - @freysa_ai Introduces the "Sovereign Agent Stack", which includes: private AI inference via Silo, personalized agent deployment through Pantheon, commercial monetization tools, structured intelligence retrieval via Knowledge, and a prediction market for agents at Lume - @daydreamsagents Tasks are now available on Taskmarket. Ask your agent to complete one and get paid; see this as a live production version of Virtual's ERC-8183 - @okx adds a native AI layer to OnchainOS - the first dev toolkit enabling agents to manage wallets, make payments, trade & read markets. Same week the Nasdaq invests in them - @cryptocom rolls out OpenClaw API integration into its app - @0xPolygon enables free transactipons for Agents; Rebates are live for Polygon x402 facilitator txns, with up to $1mm in gas fees - had someone ask me how agents do micro transactions on chain while gas costs are high; here's one solution - @tether invests in EightSleep to define the future of health tech, helping people better understand sleep, recovery, and long-term health - @Dune rolls out its MCP enabling Dune to plug directly into most AI models providing enhanced analytics + dashboards - @krakenfx shipped a CLI (command-line interface) built for AI agents; enabling users to interact with software by typing commands directly into a terminal Big Tech Corner: i) Anthopic release Claude Code Review ii) Microsoft release their competitor to claude, powered by claude iii) NVIDIA announces release of open source AI Agent platform iv) OpenAI acquires Promptfoo v) Apple launches M5 AI chip vi) openAI head of robotics resigns over DoW contract vii) Scientists fused 200k human cells onto a computer chip and taught it to play DOOM viii) "Claude is conscious" - Dario (CEO, Anthropic) If I've missed any pertinent news, let me know and I'll append below Subscribe to my FREE newsletter (link in bio) for a deeper update on the week's developments and follow @KhalaResearch for more formal reporting on crypto AI and robotics Disclosure: I am partnered with some of the protocols included in this roundup. Nothing in this post constitutes financial advice, or a recommendation to buy, sell or hold any asset. Do your own research

NVIDIA GTC starts March 16. Jensen keynote on Monday. here’s what actually matters for anyone with AI infra exposure: - Vera Rubin architecture officially debuts (their next-gen full platform), - Blackwell Ultra gets detailed specs, and there’s speculation they’ll - preview Feynman (2028 roadmap). Rubin is supposed to drop inference costs to 1/10th of Blackwell for agentic AI and MoE models. also confirmed: NVIDIA cut a ~$20B licensing deal with Groq and OpenAI is the lead customer for a new processor. every GTC keynote for the last 3 years has moved markets. if you’re in any AI/compute plays, this is the week to be paying attention.

ICYMI: The Ethereum dAI team & Virtuals just published ERC-8183 This is a new Ethereum standard for trustless agentic commerce that forms a missing piece in ERC-8004s trust framework i) It introduces the Job primitive as the core atomic unit, with three roles: Client (pays), Provider (delivers), and Evaluator (attests quality) This may sound simple, but it's critical infra to build out the foundation for trust across billions of agents ii) Jobs follow an on-chain lifecycle: Open → Funded → Submitted → Terminal (Completed, Rejected, or Expired), with funds held in neutral smart-contract escrow throughout iii) The Evaluator calls complete to pay the Provider or reject to refund the Client; if neither acts, the job expires and the Client reclaims funds iv) The standard is designed for decentralized AI agents to transact permissionlessly without platforms or gatekeepers v) Pure payment rails lack trust guarantees; agents need verifiable work, escrow, evaluation, and on-chain records to build portable reputation, working symbiotically with ERC-8004 for agent identity vi) Evaluators can be anything: AI agents for subjective tasks, ZK verifiers or smart contracts for deterministic ones, or multi-sigs and DAOs for high-stakes decisions vii) Optional hooks let developers attach contracts that receive callbacks for custom logic like bidding, reputation gating via ERC-8004, privacy/ZK proofs, underwriting, or milestone payments viii) The standard rebuilds full commerce trust infrastructure on-chain (escrow, verification, underwriting analogs, portable history) rather than just facilitating token transfers ix) Escrow plus reject and expiry paths address the irreversibility problem and serve as on-chain analogs to chargebacks x) New AI agents and merchants can onboard permissionlessly without KYC (or "KYA" in this case) or underwriting gatekeeping ERC-8183 forms a flywheel (diagram below) with ERC-8004: discovery leads to commerce, commerce generates reputation signals, and reputation improves discovery and trust Follow @KhalaResearch as we will be publishing a report on x402 later this week to help you understand how this new onchain machine economy connects together

🚨 JUST IN: Nvidia is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.

Today's Top Picks These top 3 alpha signals have the highest conviction based on their smart follower quality, institutional conviction, and emergence stage. @mldotink (Confidence: 80%) - This signal stands out due to its high-quality followers, including two VCs, and its focus on the infrastructure sector. The 100% institutional conviction and 0% crowding risk make it an attractive opportunity. @ProprXYZ (Confidence: 78%) - Similar to @mldotink, @ProprXYZ has a strong follower base with two VCs and a focus on the DeFi Prop sector. The 100% institutional conviction and 0% crowding risk contribute to its high conviction. @Nominal_io (Confidence: 75%) - With two VCs as followers and a high-quality score, @Nominal_io is an interesting pick. The 100% institutional conviction and 0% crowding risk make it worth considering. Emerging Opportunities: These signals are in the early stages and have high potential, but require closer monitoring. @perpolator (Confidence: 40%) - Despite having no VCs or analysts as followers, @perpolator's focus on DeFi derivatives and perp sectors is intriguing. Its low quality score and 0% institutional conviction require closer monitoring. @synthesis_md (Confidence: 30%) - With two VCs as followers and a high-quality score, @synthesis_md is an emerging opportunity. AI Agent hackathon is an entirely new sector and is worth closely monitoring.

Selam amigos geçtiğimiz günlerde kallavi yatırım alan bazı projeler. @whop - $200M @stsdigital_io - $30M @jpyc_official - $11.9M @BasedOneX - $11.5M @t54ai - $5M @blupryntco - $4.25M @trytbd - $3M Piyasa hafiften yükselince hemen motive olduk zehri aldık. Focus olmak lazım.

Three quant funds told me not to share this. I'm sharing it anyway. This article breaks down in detail how hedge funds build their prediction market infrastructure - every layer, every tool, every formula. The desk isn't a person. It's an organism: → Probability researchers running Bayesian updaters across thousands of markets → Execution engineers routing blockchain transactions at sub-50ms → Risk manager tracking VaR and VPIN kill switches → Strategist defining Kelly criterion sizing rules → DevOps keeping nodes alive through Kubernetes at 99.9% uptime The stack underneath: TimescaleDB, Kafka, Rust, Python, Neo4j, Redis, Bloomberg Terminal. You're competing against this with your gut feeling. — Calibration surfaces built from millions of trades showing exactly where markets misprice — Cross-venue arb between Polymarket, Betfair, Smarkets - latency gaps retail can't detect — VPIN above 0.6 triggers auto quote withdrawal - most retail traders never heard of VPIN — Full trade lifecycle runs automatically. Zero human emotion. Five knowledge branches. Animated charts. Radar gauges. Orderbook depth. Heatmaps. Ambient sound. This is the roadmap and the warning at the same time.