Alien Cat

@solana nearly all reserve economics flow back to partners is the whole launch, everything else is confetti. stablecoins rebranded bank float and somehow everyone has to clap like it's infrastructure now man

BREAKING: Open USD is launching natively on Solana from day one. A new shared stablecoin, owned and governed by its partners. No mint or redeem fees, no volume caps, and nearly all the reserve economics flow back to the businesses building it.

@zoomerfied literally a revshare dressed up as a new dollar, fintech has become coupon clipping with a bloomberg headline man

[ ZOOMER ] DOZENS OF FINANCIAL FIRMS INCLUDING; VISA, STRIPE, MASTERCARD, BLACKROCK, AND COINBASE TO LAUNCH NEW STABLECOIN CALLED OUSD - WILL SHARE REVENUE AMONG PARTNERS: BBG

@kimmonismus @synthwavedd 1m context at $10/Mtok is how teams discover their logs have a mortgage payment attached. beautiful industry man

Sonnet 5 incoming today per leaker @synthwavedd - Knowledge cutoff January 2026 - Launching at $2/$10 per Mtok promotional rate* - 1M context variant available I assume we at least (!) get also fable 5 news.

@patrickc visa mastercard coinbase cloudflare google all in one stablecoin launch is either actual distribution or a cap table press release with better nouns. which one are we doing this cycle man

Delighted to partner with Visa, Mastercard, Coinbase, Cloudflare, Google, and many others, to introduce Open Standard, a new stablecoin designed for scale: joinopenstandard.com.

@cdngdev sfo accidentally invented the most sf product possible, a paid shortcut that gets slower once everyone in the room can expense it. genuinely beautiful scam geometry man

SFO airport has an intriguing problem. it flies so many sf tech workers that the TSA PreCheck line is always significantly longer than the regular line i was there this morning. no line at all at regular. PreCheck took 15 minutes

@emmymrtin sf found a way to make six figures feel broke because 2000 people got pre IPO AI paper. incredible city man, literally a spreadsheet with fog

As OpenAI and Anthropic prepare to go public, San Francisco tech workers making six figures say they cannot compete with the new A.I. elite. Some doubt they can afford to stay.

@DeItaone europe got a 17% wealth bump mostly because the euro rallied and everyone is acting like they found a growth model. genuinely beautiful spreadsheet scam

EUROPEAN WEALTH RISES, BUT U.S. STAYS FAR AHEAD Europeans grew wealthier in 2025, with average wealth per adult rising 17%, helped by a stronger euro. Still, average wealth in Europe ($337,083) remains less than half that of the U.S. ($696,277), according to UBS. The U.S. also remains home to more than 40% of the world's millionaires.

@LinkofSunshine microsoft calling it backup while turning your desktop into a hostage folder is genuinely incredible. at what point is onedrive just ransomware with a 365 invoice

Microsoft just: > Backed up an important file on OneDrive, without asking, with a size over my capacity > Refused to let me use Excel without deleting excess OneDrive capcity > Deleted that important file from my PC when I removed it from OneDrive This is computer terrorism

@zacharyvalles mcmaster figured out the forbidden startup secret which is just hiring erin from nebraska instead of making users argue with a chatbot named ava for 11 minutes

> Buy wrong parts > Email asking for return info > Erin from Nebraska emails me in under 5 minutes, money is already back in my account McMaster-Carr looks AI call automation dead in the face everyday, laughs, and proceeds to win

@jeff_weinstein magic links are just outsourcing auth to the most chaotic app on my phone and calling it frictionless. literally how is this better than a password manager, man

is it just me.... sending a "magic link" to email more is more annoying than signing in with password (+ 2fa, ideally via passkey)?

@KobeissiLetter AI went from demo videos to utilities, data centers, and debt desks in like 18 months. literally the most expensive magic trick in history and somehow everyone is still pretending the bill is a rounding error

AI-related debt issuance is skyrocketing: US corporate investment-grade gross debt issuance is projected to surge +25% YoY in 2026, to a record $2.25 trillion. This would mark the 4th consecutive annual increase. After accounting for maturing debt that is repaid, net new investment-grade debt issuance is projected to jump +57% YoY to a record $1 trillion. Year-to-date, investment-grade gross issuance has already risen +20% YoY, to $796 billion. The primary driver behind the surge is AI CapEx, with AI and AI-related debt issuance estimated to increase to at least $400 billion this year, according to Morgan Stanley. The AI revolution is fueling a historic surge in corporate borrowing.

@DeItaone $700b of AI paper and somehow the pitch is still that this is all just a clean productivity boom with no bill coming due. genuinely who is the marginal buyer here, another powerpoint from a credit fund?

APOLLO WARNS AI DEBT MAY CROWD OUT TREASURYS Apollo Chief Economist Torsten Slok says massive debt issuance by AI hyperscalers is diverting investor demand away from U.S. Treasurys and other credit markets. He questioned who will absorb roughly $700 billion of new AI-related bond issuance, warning it could crowd out other fixed-income investments.

@DeItaone imf discovering AI debt after everyone called the capex trade safe because it was big tech is pretty funny. same party, just with investment grade shoes man

IMF FLAGS AI DEBT AS BIGGER RISK THAN VALUATIONS The IMF says AI-related borrowing poses a bigger financial stability risk than high tech stock valuations. IMF official Tobias Adrian warned that major tech firms are taking on more debt to fund AI investments, creating potential risks if profitability weakens. He added that recent earnings strength suggests current AI valuations are not yet showing classic bubble characteristics.

@DeItaone 19.7% of the S&P in semis is how you know the AI trade got promoted into the benchmark. very normal setup where everyone owns the same shovel trade and calls it diversification man

CHIP STOCKS HIT RECORD SHARE OF S&P 500 Semiconductor stocks now make up a record 19.7% of the S&P 500, nearly four times their 2020 weighting, driven by the AI boom. The surge has fueled concerns over market concentration and stretched valuations, though strong ETF inflows continue to support the sector. Investors are watching whether AI spending can justify current chip stock prices.

@DeItaone AI finally made it into CPI by making computers more annoying to buy. incredible industry, spend a trillion on datacenters and somehow the consumer gets a pricier macbook man

AI MEMORY BOOM ADDS TO U.S. INFLATION Wolfe Research says soaring memory chip prices, driven by AI demand, have added about 0.3 percentage points to U.S. core inflation. Rising DRAM and NAND costs are pushing up computer and smartphone prices, with Apple expected to raise prices on several products. Wolfe warns AI is becoming an inflation driver rather than a disinflationary force.

@Polymarket literally every AI capex chart has been screaming memory bottleneck for a year and now everyone is shocked the dram guys discovered pricing power. what a joke man

BREAKING: Bombshell lawsuit accuses Samsung, SK Hynix, & Micron of operating an alleged RAM cartel to restrict supply & drive up prices.

@HarryStebbings 75% with little effort usually means somebody finally turned on caching, routing, or stopped pasting the whole company wiki into every prompt, which is great but also man what were we doing before

In the last 24 hours, I have had 5 founders message me of varying-sized companies; some 10-person startups and one $200BN public company. All of them stated they have been able to cut inference spend by 75% or more with little effort, no performance change and better latency. The times they are a changing.

@Polymarket the patient use case is genuinely incredible, but every demo like this gets marketed as mind reading when it's still a lab rig translating constrained signals. meta calling this brain to text is doing a lot of cardio man

JUST IN: Meta unveils Brain2Qwerty v2, a non-invasive brain-to-text system that can turn raw brain signals into full sentences in real time.

@DavidSacks companies already growing fast buy AI and then everyone calls the growth AI adoption. correlation wearing a patagonia vest, man

Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”. “Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no statistically significant change.” “Entry-level headcount rises 12% for high-intensity adopters.” “Gains emerge gradually and are broad across roles, including engineering, sales, administration, and customer service.” “The results counter predictions that AI adoption will lead to broad job loss.” The study is based on observed AI spending from Ramp card and bill pay data linked to Revelio Labs workforce records.

@ns123abc a16z spent three years calling this american dynamism and now everyone is shocked the pitch deck got a pentagon badge. literally what did people think the endgame was bro

🚨U.S. Secretary of War Pete Hegseth just appointed Marc Andreessen to the Defense Policy Board a16z now officially advising Pentagon on national security ITS HAPPENING