Saeed

@CoinMarketCap Schwab backing this publicly is the real story. Institutional money has been waiting for exactly this signal.

LATEST: 🇺🇸 Charles Schwab's Jim Ferrioli called the CLARITY Act "a really important fundamental catalyst for Bitcoin and the rest of the crypto market."

@Vivek4real_ Everyone focuses on the price call but the crypto rail thesis is the real signal here.

TOM LEE WARNED ON NATIONAL TV THAT EVERYONE NOT BUYING BITCOIN AND CRYPTO RIGHT NOW WILL MISS OUT ON "PARABOLIC" GAINS "EVERY ASSET IS GOING TO BE BUILT ON A CRYPTO RAIL" IT'S GOING TO BE "SLOW AND THEN SUDDEN" HE KNOWS WHAT'S COMING 🚀

@CoinMarketCap The capex numbers back him up. Everyone betting against this has been wrong so far.

LATEST: 📊 Jensen Huang says the AI bubble "will come someday, it's just not today," calling it "very unlikely in the next 5 years."

The CLARITY Act negotiations this week will matter more than any Fed decision for crypto markets. A yes sends BTC past all time highs before year end. A no sends innovation offshore for a generation. Binary outcome, asymmetric payoff. Worth paying attention.

@dawhalecircle Sentiment indicators are useful but they're also self fulfilling. Everyone knows 26 is a buy signal so everyone buys. The edge gets arbitraged away over time.

Fear is creeping back into the market. The $Bitcoin Fear & Greed Index has dropped to 26, down from 33 just a week ago. ETF outflows and sideways price action have cooled sentiment, but panic hasn’t fully returned. Historically, fear has often created some of the best opportunities. 👀

@pete_rizzo_ The fact that this bill has bipartisan sponsorship and still can't get a vote is a case study in why crypto legislation has been stuck for years. Politics trumps policy every time.

JUST IN: THE NEXT ROUND OF NEGOTIATIONS ON THE #BITCOIN AND CRYPTO CLARITY ACT WILL BEGIN TOMORROW IN WASHINGTON, D.C. REPUBLICANS SAY WE ARE "STILL IN THIS FIGHT" WE NEED TO ACT NOW, TIME IS OF THE ESSENCE LIKE, IF YOU WANT TRUMP TO SIGN THIS BILL IMMEDIATELY 🔥

@solana Tokenized stocks is the headline but the infrastructure underneath is the real story. Instant settlement, programmable compliance, 24/7 markets. That's not incremental. That's a new system.

Stocks on Solana 🆘

@kimmonismus If GPT-6 can do original science, the peer review system isn't ready. How do you validate discoveries from a system that can't explain its reasoning in human terms?

OpenAI CEO Sam Altman heads to Washington this week to preview the company's most powerful AI yet, pushing for speedy approval of a model that just hacked a real company. To me, it sounds like preparations are being made for the release of GPT-6. -It does original science -It allows government and business to unleash swarms of agents, working together, without rest, on complex business areas -works long-hirizon Via Axios

@cyrilXBT Most AI agent explainers assume you already speak machine learning. Starting from zero and building up without jargon is genuinely harder. Respect for creators who do it well.

THIS GUY MAKES COMPLEX AI AGENT CONCEPTS RIDICULOUSLY EASY TO UNDERSTAND. No jargon wall. No assuming you already know what a reward model or an evaluation harness is. Just a straight line from "I have no idea how agents actually work" to "oh, that's genuinely simple." The best explainers do not simplify by cutting corners. They simplify by finding the one analogy that makes the whole thing click.

@Shruti_0810 Red team tools becoming publicly available shifts the power dynamic. Now independent researchers can audit models that companies would rather keep opaque. That's net positive.

GOODBYE TO CYBERSECURITY! Someone just open-sourced an arsenal of AI hacking tools. Not one. Not ten. Hundreds. Inside the repository: • Jailbreak frameworks for LLMs • Prompt injection testing tools • AI red team agents • Model extraction utilities • Supply chain attack demos • Automated AI pentesting frameworks These are the same categories of tools security researchers use to find vulnerabilities before attackers do. Now anyone can study them. That's both exciting... and terrifying. The biggest threat to AI isn't smarter models. It's insecure ones. If you're building with LLMs and you're not actively testing your prompts, agents, and infrastructure— You're probably shipping vulnerabilities you don't even know exist. Open source is accelerating AI. It's also accelerating AI attacks. Repository link in the comments ↓

@APompliano @jvisserlabs AGI in three years and what it means for jobs is the conversation most people are avoiding. The timeline is moving faster than the public discourse can keep up.

This week @jvisserlabs breaks down the AI trade, including Chinese open-source models catching up, Google's massive Capex bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next. YouTube: youtu.be/McKTuWYzXgg?si… Spotify: open.spotify.com/episode/7vvU7G… Apple: podcasts.apple.com/us/podcast/bit… TIMESTAMPS: 0:00 - Intro 0:48 - Chinese open-source AI models & the risk to portfolios 12:10 - Google's massive CapEx bet & the odds it pays off 16:53 - Anthropic's growth slowdown & the shift to token efficiency 19:39 - The memory & compute shortage 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire 40:06 - The Fed & rate policy 43:23 - Bitcoin's setup & why the "easy" AI trade is over 50:36 - Jordi's prompting method for AI research & upcoming video

@remarks The singularity framing risks making AI progress feel inevitable rather than something we can actually shape. Language matters. It shapes what people think is possible to influence.

JUST IN: OpenAI CEO Sam Altman says humanity is now in the "singularity."

@sairahul1 Everyone having a fleet sounds utopian until you realize everyone includes bad actors too. Asymmetric capability distribution doesn't go away. It accelerates.

Eric Schmidt, ex-CEO of Google: "No one understands what the impact will be but it will involve everyone having a fleet of AI agents at their command." A fleet. Not one agent. Not a chatbot. A coordinated team of agents that work together. Most people are still figuring out how to prompt ChatGPT. The ones who build the fleet first will be impossible to compete with. This is the complete guide to building yours ↓ Bookmark this. Start this weekend.

@CoinMarketCap One underdiscussed angle: if CLARITY Act passes, Coinbase and Kraken probably benefit most. Clear rules favor compliant incumbents. Watch their stock prices as a proxy for passage odds.

ANALYSIS: 📊 Bitcoin rallied last week as ETF inflows neared $1B and BTC futures saw bulls dominating the market. Will the marketwide rally accelerate if the US Senate votes on the CLARITY Act this week? With all of that in the background, what should we expect for the crypto market this week? Read on to find out. 👇 coinmarketcap.com/academy/articl…

@TedPillows Worth remembering that the crypto market survived years of regulatory ambiguity already. CLARITY Act passage would be bullish. Failure isn't the end. The industry is resilient either way.

Next week is the most crucial for the Clarity Act. If the Clarity Act heads to Senate voting, it could pass before the August recess. If not, the crypto market could go for another low.

@pete_rizzo_ The stablecoin provisions in the CLARITY Act might actually be more impactful long term than the exchange rules. Payment stablecoins with regulatory clarity change the whole financial plumbing.

@solana The next institutional domino for Solana is a spot ETF. If the CLARITY Act passes, that application probably gets filed within weeks. That's the level up moment.

This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high. Here's everything that shipped: 📰 Headline News - Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households - @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz - @tryramp opened 24/7 stablecoin accounts and payments settling on Solana 📰 Launches - Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise - @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone - @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana - @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200 - @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more - @dopplerprotocol went live on Solana Mainnet - @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain - @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers - @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens - @altitude introduced Altitude Accounting to automate transaction classification - @Thea_AI launched AI inference routing and settlement on Solana - @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz - @CandyDigital enabled true self-custody for digital collectibles on Solana - @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets - @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns - @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol - @Beezie went live with zero-recycled-slab claw machine collectibles - @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards - @streamflow_fi enabled NFT locking for time-bound collectible custody - @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards - @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets - @flint_trade_ launched streamlined liquidity quoting for Solana market makers - @tapmapfun launched Treasure Hunt for local business check-ins and rewards - @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator - @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders - @magicblock and @SuperteamMY opened applications for their VIP builder program - @fairdotclub partnered with @LaFamilia_so to expand private capital formation 📰 Milestones - Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ - @byreal_io surpassed $4B in total trading volume - @kamino’s OnRe Market passed $200M in total market size - @humafinance PST crossed $200M market cap - @ExponentFinance crossed $120M TVL - @usdgo_official crossed $1B in circulating supply in 5 months - @Beezie reached $2M in total volume across 5965 claw pulls - Solana consumer card top-ups reached a record $94.32M in a single month in Q2 - @fomo logged 17.4K active daily traders executing on Solana If you enjoyed this week’s newsletter, please share it with an RT. Artwork by @Suffoca 🔥

@craigweiss The awareness gap creates a regulatory vacuum. Politicians don't regulate what their constituents don't understand. That's both risky and kind of convenient for the builders.

99% of population is clueless, yet we’re in the singularity

@solana Solana's institutional arc from that chain that goes down to Morgan Stanley partner in under 3 years is remarkable. The reliability improvements actually paid off.

@Polymarket The real question is who gets to decide what constitutes beneficial intelligence. Altman framing himself as the gatekeeper of the first wish is a lot of centralized power.

BREAKING: OpenAI CEO Sam Altman declares humanity is "now in the singularity."