CryptoSelecta 🥣

Pete Hegseth: The problem with Iran is it spends money on weapons and missiles instead of improving life for their people. Self awareness of a potato

f*ck yes openai just dropped 2 new models thats 2X faster and cheaper but AS GOOD as gpt-5.4 (it actually beats it imo) - $0.20 PER MILLION tokens is practically free lol (nano) - matches 5.4 at coding, computer use, reasoning but much much faster. - oAI designed these models to WORK WITH 5.4 orchestrating them. tell 5.4 to delegate work to these models. sub-agent architecture tells me they're really leaning into multi-agent models. openai team are now shipping new models every month or so, pretty dope

I don't think people appreciate just how monumentally the world will change with this regime gone. We are looking at a country of 90 million people, in the Middle East no less, ridding itself of islamic extremism and becoming a pro-West bastion. History is in the making.

Openclaw founder reveals he almost deleted the entire codebase because of crypto. "I didn't know that they're not just good at harassment, they are also really good at using scripts and tools. I underestimated those people. Honestly, I was that close to just deleting it."

Some thoughts on this market: I think it's likely we're entering a full on crypto winter. I am also open to the idea that this bear will be as bad as 2022, perhaps as bad as 2019. The short term reason for this is that the industry is in an air gap created by unsustainable valuations and regulation. Historically, valuations in crypto have been driven by "the hot ball of money." Money comes in, and because it was literally illegal to generate value for tokens, revenue / cash flows were entirely disregarded. Prices were set by the amount of capital x the supply of tokens in the hot narrative. The sexier and more risk on it was, the higher it went. There are two things that are "different this time," which are both long term good but they're disrupting the way valuations were previously set. The biggest difference is that it's clear that there will be a regulated path for crypto projects. We first saw this with GENIUS for stablecoins, and soon will for all tokens with CLARITY. This is good, but it presents an obvious problem for protocols valued purely based on speculation. Once there is a regulated way to generate cash flows and not get thrown in jail, that is all the market will want. So what is confusing many investors and founders right now is that fundamentals are growing, but tokens are still selling off. This is because we're resetting how valuations will work, and the starting price for almost every project was way too high. Additionally, crypto is getting absolutely mogged by AI. The last couple years of memecoin stupidity are catching up with us, and unfortunately, we didn't build anything useful. All in all, my best guess is it'll be about 9-18 more months before things begin to get better.