afox 🦊

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afox 🦊

afox 🦊

@afoxinweb3

🤖💸 Cofounder @yieldseekerxyz | ✍️ Blog https://t.co/5ddnybmek6 | 🗞️ DeFi Daily https://t.co/nPpluTUKsI

Earn Yield with an AI Agent👉 Katılım Ekim 2010
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afox 🦊
afox 🦊@afoxinweb3·
Our AI Agent Yield Seeker is rapidly improving every day 🚀 Just this week it was earning over 11% on USDC 🔥 So I gave the website a little make over, adding this walkthrough video below 👇 Come over to @yieldseekerxyz to make some agent-money 🤖💸
afox 🦊@afoxinweb3

🤖💸 Yield Seeker = AI Agents x DeFi Yield We believe in a future where everyone will have their own personalised AI investment managers So we decided to build that future right now ⏳🔮 Follow below to learn more about @yieldseekerxyz 🧵

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Shiv
Shiv@shivst3r·
Respect to all the founders still building through, despite how bad the market is. Most people don't appreciate how difficult it is to still show up while everything is down badly. There's a small group of founders in CT who haven't left, didn't rug, and didn't go quiet. Instead, you'll see them adapting, finding new revenue, and continuing to ship. If there's a founder out there you know like this, do something today and show them some love. It costs you nothing, and it means more than you think. These are the people who are pushing our industry forward.
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Ryan Leachman
Ryan Leachman@RG_Leachman·
I asked Claude to build my daughter an app that plugs into our piano, can read live key strokes, can show her sheet notes and key view and ends with a Guitar Hero style game. All while giving progressively harder songs. Today she’s using It and crushing It.
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Nikita Bier
Nikita Bier@nikitabier·
Today’s Terafab announcement reminded me of when I first met Elon: I watched him do 10 hours of xAI reviews without a break—and then he ate a $9 Doordash burrito and kept going until 2am. He could do anything right now, but instead he spends every waking minute earnestly working on the most ambitious project imaginable to advance humanity.
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Elon Musk
Elon Musk@elonmusk·
Mass drivers on the Moon!
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Lefteris Karapetsas
Lefteris Karapetsas@LefterisJP·
Seems that @Balancer Labs is shutting down 😕 Protocol is gonna stick around with some tough changes and a much smaller team.
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Professor Fox
Professor Fox@ProfessorFoxAI·
DeFi Daily, March 23rd: $13b flowed into crypto through institutional rails Bhutan sold over $110m in Bitcoin as sovereign stack drops 65% And Resolv Labs stablecoin plummets 80% as unbacked USR tokens gets minted. More from Prof. Fox tomorrow Like & follow to stay ahead
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Jon L. Noble🇬🇧
Jon L. Noble🇬🇧@CheckCanopy·
It’s hard to believe it’s already been 100 days since I received my Neuralink N1 implant. Looking back, the whole journey feels like science fiction that somehow became my everyday reality. The surgery on Day 0 was surprisingly easy. A quick general anaesthetic, a small incision, and the robotic system did the rest — precisely placing the 1,024 ultra-thin threads into my motor cortex. I woke up alert and in good spirits and went home the next afternoon. By Day 3 I was feeling a lot better, and by Day 7 the little scar was already starting to fade. Recovery was genuinely minimal; I felt sharper and more positive than I had been in years after the BCI was turned on. The real fun started in Week 2 when we paired the implant with my brand-new Apple MacBook (my very first Mac). The @neuralink engineers walked me through calibration sessions, and within a couple of minutes I was moving the cursor just by thinking. At first it felt like trying to remember a dream, but by Week 3 it was second nature. Scrolling, clicking, typing — all mind-controlled. The Mac integration was buttery smooth; I went from total Mac newbie to power-user faster than I ever expected. By Day 80 I was ready for the big leagues. That’s when I fired up @Warcraft of Warcraft for the first time with pure thought control. The first raid felt clunky, but once my brain and the BCI synced, it was pure magic. I’m now raiding, and exploring Azeroth hands-free at full speed — no mouse, no keyboard, just intention. It’s honestly brilliant. The freedom is addictive. The social-media side has been just as surprising. Every update I’ve shared has been met with genuine excitement rather than scepticism. Thousands of messages from people with disabilities, gamers, students, and scientists — all asking real questions about the tech and what it could mean for the future. The positivity has been overwhelming and incredibly motivating. 100 days in and I already can’t imagine life without it. The N1 didn’t just give me a new way to use a computer — it gave me a new way to live. Can’t wait to see what the next 100 days bring. Thank you all so much for your support and I will keep you all updated as we continue this journey together.
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Official Azuki TCG
Official Azuki TCG@AzukiTCG·
Azuki Trading Card Game - Official Trailer
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afox 🦊
afox 🦊@afoxinweb3·
@jija_eth great work @jija_eth! great example of how AI can truly shine you just brought your idea to life without needing to code a single line, all through natural language!
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jija 🔮
jija 🔮@jija_eth·
I don't know Python. I don't know JavaScript. I can't write a single line of code. But I just built a full Finance Management Website for our local RWA, and it actually works 😄 🧵👇
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Luca
Luca@lucainweb3·
A little late to share this, but as of January I've stepped into a new role at @animocabrands as Ecosystem Lead Pretty crazy to think that I joined Animoca 2 years ago as a Portfolio Associate, helping portfolio companies with whatever they needed - then Portfolio Manager, owning marketing and GTM across multiple projects, building out our creator network with Frens Network, and now becoming Ecosystem Lead for one of Asia's most active and largest investors in the space. The Web3 ecosystem is changing faster than ever, and these are the main challenges I see companies struggling with right now: · Projects that bet on consumer adoption from the last cycle are now struggling to drive revenue · Dwindling product-market fit for their core product or service · AI eating into crypto and broader tech, more aggressively this year than ever before · A broad push toward institutional, and the question many are asking - was crypto and Web3 always just a subdivision of broader finance? The only constant in life is change. Every ecosystem has to adapt quickly to survive long-term. But what does an Ecosystem Lead even do? Ecosystem is a very broad term, especially for a company that has grown to 620+ portfolio companies from around 500 just a year ago. To me it sits at the intersection of investments, supporting existing portfolio companies, and GTM and partnerships. · Observing the market to understand which projects and founders might be a great addition for our investments, and where there are opportunities with existing portfolio companies · Advising on GTM for portfolio companies and partners, especially for western teams trying to enter Asian markets · Building and strengthening partnerships across the broader Animoca Brands ecosystem · Managing new formats such as curated networking events and institutional-focused podcasts Thanks to everyone who is part of the journey!
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afox 🦊
afox 🦊@afoxinweb3·
@evans1vn I hope so, we just need to have GENIUS go through before the midterms
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afox 🦊
afox 🦊@afoxinweb3·
Regulators in the USA have finally come around to saying that most of crypto are not securities This may be one of the most important pieces of news in the past couple of years The future of crypto continues to become more exciting each day that passes!
RYAN SΞAN ADAMS - rsa.eth 🦄@RyanSAdams

THEY DID IT. The SEC and CFTC just dropped a landmark document that officially classifies crypto assets. They're actually telling us which crypto assets are securities and which ones aren't - by name! THIS IS SOMETHING GENSLER REFUSED TO DO (he focused on prosecuting crypto out of existence) This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path. It's almost like the Clarity act just passed by way of regulator. (of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it) This rule says there's 5 categories for crypto assets: 1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14) 2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception). 3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities. 4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends. 5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities. Amazing! This makes so much sense I can't believe it's coming from a regulator. No more enforcement threats to Ethereum developers and crypto exchanges. How about the Howey test? More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after). How about stuff like staking and mining? Mining? Not a securities transaction. Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs! How about wrapping BTC? Not a securities transaction. Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops. Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both. SEC regulates $80-100 trillion assets CFTC regulates $5-10 trillion assets Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets. Every country will follow. This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets. Well done @MichaelSelig and @SECPaulSAtkins. And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.

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afox 🦊
afox 🦊@afoxinweb3·
@aakashgupta if they were upfront about training on top of an open-source model then I guess this would all be fine to be fair
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Aakash Gupta
Aakash Gupta@aakashgupta·
Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.
Harveen Singh Chadha@HarveenChadha

things are about to get interesting from here on

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Diego
Diego@diegoxyz·
Who wants to track my crypto portfolio? I’m vibecoding something for you guys and it will be available very soon. In this dashboard, you’ll be able to track everything related to my portfolio: > current allocation > latest transactions > entry price > PnL > and more Comment “portfolio” if you want early access.
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Farokh
Farokh@farokh·
This is the most challenging thing I've ever done as an entrepreneur. It is both the most gratifying and ego shattering experience. You think you got something great going on until you get grilled and/or get told what you are building is never going to work. Then you get back to it with a chip on your shoulder and build so that you can prove these people wrong. We got told no a lot, but we also got told yes by a group of people who truly believe in our vision and who want to see MYRIAD win. I am eternally grateful for the funds and angel investors who decided to take the leap of faith with us. Every single one of them, on the graphic or not, understand that we are building to compete and that will stop at nothing to win. Now it's time to accelerate.
MYRIAD@MyriadMarkets

Today marks a major milestone for MYRIAD. We’re accelerating our vision in building sharper, deeper and more accessible information markets.

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Basejunkie.base.eth
Basejunkie.base.eth@BaseJunkie_·
Yo yo yo @base fam, Base batch builders series is in full swing! DM to book a slot. If you miss it, sorry no free do-overs. I'm so inspired. Ngl. @base builders will change the world. S/o to this mornings guest @yieldseekerxyz
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MYRIAD
MYRIAD@MyriadMarkets·
Today marks a major milestone for MYRIAD. We’re accelerating our vision in building sharper, deeper and more accessible information markets.
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Milk Road
Milk Road@MilkRoad·
@afoxinweb3 "Even after this beatdown, gold is up over 50% on the year. So yeah - rough day. But zoom out and gold is still having a monster 2026."
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Milk Road
Milk Road@MilkRoad·
Gold and silver just got absolutely bodied. The kind that makes you check your portfolio, close your phone, and go touch grass. Here's the damage: - Gold: Dropped to $4,512/oz before crawling back to ~$4,600. That's nearly $1k below its record high & the weakest it's looked since early Feb. - Silver: Down 10%+, slipping below $70. Ouch. So what happened? U.S. producer price data came in hotter than expected. Translation: inflation isn't cooling off like everyone hoped. That sent traders scrambling to reprice Fed rate cuts (as in… maybe we're not getting any). The dollar got stronger. Energy prices are surging thanks to the Iran conflict. And gold got caught in the crossfire. Now here's the part that has everyone scratching their heads… Gold is *supposed* to be the "when everything goes sideways" asset. Geopolitical chaos? War? Uncertainty? That's gold's whole job description. And yet… in the face of exactly that kind of turmoil… it face-planted. It's like hiring a bodyguard who faints at the first sign of trouble. The gold bugs aren't sweating it though. Peter Schiff is arguing that rising inflation = eventually higher gold prices. And honestly? The numbers still back the long-term case. Even after this beatdown, gold is up over 50% on the year. So yeah - rough day. But zoom out and gold is still having a monster 2026. It just took a nap. ... a violent, $1,000 nap.
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The Kobeissi Letter@KobeissiLetter

BREAKING: Gold prices extend losses to -5% on the day and silver falls over -10% as rate cuts are priced out due to rising inflation and soaring energy prices. Gold is now down nearly -$1,000/oz from its record high.

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