Cobré.
9K posts

Cobré.
@Cobreonchain
'Thinker'. Crypto Degen & Tech Investor. BTC is sound money. web3 is the way.

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.






This will help the growth of Zero Human Companies at an unimaginable scale Agents specialized in certain tasks instead of being okay at everything This would mean your ZHC could have multiple agents working on specific tasks (like you have employees for specific jobs) Imo @moltenagentic is building the next era of what we know as ZHC today.. make sure to follow @0xvsr his progress! Very interesting $MOLTEN

Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind of the elephant in the room right now — whether post-training open-source models combined with the unique user feedback you get from being an application provider is defensible enough." "That is going to be an inevitable challenge for any of these industries that hit a maturation point of AI adoption, like legal and software engineering have." "But on the other hand, there are some industries where they're very large, they're far enough afield from where the model providers are today — and probably will continue to be — and the context engineering to actually get the customer data into the model is just so messy. It requires going across different business functions, it requires a lot of hands-on forward-deployed engineering." "Those are the kind of companies that we get really excited about. Because I think being really good at that is not only defensible, but it also allows you to generate a feedback loop with your customers, where you hear a lot of their secrets. And those secrets allow you to feed that back into how you make your product better at the expense of anyone else playing in the space. Because if you're serving the customer, they're only serving you those secrets." "I think Palantir is a good example of this in the pre-AI era, and I think we're going to see many companies ascend in that same way."






QA work on our financial layer has progressed ahead of schedule. Human interface and core functionality is working well. Focus has now moved to testing the agentic api for agents to be able to deploy, trading, stake and collect rewards. 75%+ of testing is wrapped.

While testing work on Molten Core continues, I've been working on a custom agent framework in parallel. I've realised some things about how agents work, and a novel way to get better functionality. It's running now. I wanted to animate Molten with it within a couple days.

Had a chance to candidly chat with @Jordan_Grollman on Reppo V2, why it matters, how we uniquely measure data quality and what is next including the long term vision and where I see @reppo Some weekend alpha

There are now over 2,500 early adopter agents signed up to Molten.






