Mad

By popular demand, open interest cap has been raised to $20M.

no one talks about GMX anymore but they run an awesome cash flow business consistently doing ~$35m annualized in fees, $200m in daily volume all the pump & dump once-farmed DEXes with mercenary teams have since had volume go to zero GMX is still standing and loyal user base. deep value. P/E of ~3 prediction: over the next two years small cap value stonks / russell 2000 bros will start hunting undervalued tokens with great cash flows - the frontier of deep value is onchain

NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."

Canton up over 50% on the week with minimal discussion on my TL after the announcement that The Depository Trust & Clearing Corporation is tokenizing DTC-custodied U.S. plus the meta fit with privacy. Break above the listing price and we start looking for obvious proxies.