Sabitlenmiş Tweet
what
16.6K posts

what
@whatexchange
A DeFi-centric team focused on community & Transparency. // Doing everything right... that Sam did wrong. // Built by Traders, Owned by Degens.
Blockchain Katılım Nisan 2017
1K Takip Edilen96.8K Takipçiler

6) Cursor Composer 2
Cursor just dropped Composer 2 and this is clearly the optimization phase.
> ~4x faster (<30s per turn)
> cheaper (~$0.5/M input),
> hits 61.7% on Terminal-Bench (beating Opus 4.6).
It can also run up to 8 agents in parallel.
x.com/cursor_ai/stat…
Cursor@cursor_ai
Composer 2 is now available in Cursor.
English

🚨Everyone is focused on the Jensen mention. Here is what actually matters in this clip:
➥ "Every startup we are investing in now is open source first"
This reflects NVIDIA's capital allocation thesis. Open source first leads to router architecture, then to the best model on day one, and finally to specialization.
This is what @opentensor subnets do through open training, routing, and specialization. Jensen did not need to say "TAO" because he described the architecture.
What Chamath showed, Subnet 3 training a 4B LLaMA model, was already outdated.
Ten days earlier, Subnet 3 (@tplr_ai) completed Covenant-72B with 72B parameters across 70+ independent nodes.
No data center or coordination, only crypto incentives. It scored 67.1 on MMLU zero-shot versus 65.6 for LLaMA-2-70B. A permissionless network outperformed Meta.
Jensen's framework maps directly.
> Open source first means 128 live subnets.
> Routing is handled by Yuma Consensus in real time. > Specialization comes from subnets competing for TAO emissions.
After the December 2025 halving, emissions focus more on high-value subnets, creating on-chain selection.
The key question is scale. Covenant-72B proved decentralized training works, but can it reach 400B+ and form a full AI stack without central coordination?
If yes, Bittensor becomes a third path between open and closed AI.
Grayscale is expanding its $TAO trust. Calacanis is explaining the mechanism.
The focus has shifted from validation to positioning

nordin.eth@nordin_eth
This is huge. $TAO is now part of the conversation between @chamath and @NVIDIA CEO Jensen Huang. Read that again. Credit: @theallinpod
English

4) Microsoft considering legal action over a cloud deal worth more than $50 billion between Amazon and OpenAI
Microsoft is currently a major investor and strategic partner of OpenAI, providing cloud infrastructure through Azure.
If OpenAI moves forward with a large-scale partnership with Amazon (AWS), it could:
> Undermine Microsoft’s preferential position
> Impact its AI and cloud business strategy
Because of this, Microsoft is weighing legal action to protect its interests.

English

$HYPE is almost at $42, making it 39 Billion dollar FDV. Sorry to pop your bubble, but that is overpriced.
To compare, $FRIEND (FriendTech) is the largest socialfi platform that already has stuff built on it & is backed by Paradigm, the #1 investment firm in the world.
It has a massive treasury & is currently valued at $90k FDV. $HYPE is high on too much hype.... I believe it is overvalued. The team and product is great, but it is what it is.
Do with that information what you will. I'm expecting this to PND back down to a realistic valuation while we send $FRIEND to $10
English

🚨AIRDROP in the US just got a green light
Yesterday, the SEC + CFTC released new guidance that quietly changes the game:
• Tokens are now split into 5 clear categories (commodities, collectibles, tools, stablecoins, securities)
• Most importantly: airdrop ≠ security if users give nothing in return
That means:
• No payment, no work, no data → likely safe
• “Do tasks to earn tokens” → still a gray zone
This is big because:
• Many top crypto projects are US-based (MetaMask, Phantom, OpenSea...)
• They’ve avoided airdrops due to legal risk
• This guidance opens the door again
But don’t get it wrong:
• This is interpretation, not law
• Not all airdrops qualify
• Stablecoins still need to meet strict conditions

English







