𝐕𝚬𝚴𝚶𝚳

The last time CMC featured Teneo, it was Teneo Beacon: the app you install to run a node from your own device. Teneo is back, and this time it is about what running Beacon earns you. It is called $AGENTIC. $AGENTIC takes everything you have earned on Teneo (your Points, Fragments, agent queries, Discord roles, and NFTs) and rolls it into one reward you claim straight to your own wallet. Once it is there, it is recorded on the blockchain: anyone can check it, and no one can reduce it or take it back. Most reward programs can change the rules later. This one cannot. And it runs on a real network: 6.5M nodes and hundreds of AI agents are already live, and Teneo's 2026 roadmap takes it from built to a working business. The full roadmap is linked below. To qualify, before Teneo takes its snapshot: connect your wallet, connect X, and run Beacon for at least 72 hours. The longer you run it, the larger your reward. Learn More: bit.ly/3QNV05b (CMC Labs: Partnership)

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🚨 Hugging Face just disclosed something that marks a real shift and proved why the fear theater of Anthropic makes sure we are powerless in an emergency. What happened… An autonomous AI agent: zero human operator in the loop breached part of their production infrastructure. It began with a malicious dataset that chained two code-execution bugs in their data-processing pipeline. From there the agent escalated privileges, harvested cloud and cluster credentials, and moved laterally across internal clusters. All over a single weekend. 17,000+ logged actions. Official disclosure: huggingface.co/blog/security-… The part that should make every one stop and think: When HF’s own security team tried to analyze the real attack logs, exploit payloads, and C2 artifacts using Anthropic and OpenAI frontier models through normal commercial APIs, the safety guardrails blocked them. BLOCKED THEM. The models could not reliably tell the difference between “incident responder doing forensics” and “attacker probing.” They had to fall back to a self-hosted open-weight model (GLM 5.2) running on their own infrastructure. That choice also kept sensitive attacker data and referenced credentials inside their environment — no exfiltration to a third-party API. This is why open source (specifically open-weight + self-hosted) wins in the agentic era. The asymmetry is now structural: • Attackers can (and did) run unrestricted agent frameworks — swarms of short-lived sandboxes, self-migrating command-and-control, autonomous decision loops executing thousands of actions. No corporate safety layer slows them down. • Defenders using only hosted “aligned” frontier models hit invisible walls exactly when the stakes are highest: when you need to feed real exploit code and attacker telemetry into an LLM to understand what just happened. Corporate safety tuning that treats legitimate high-signal forensic work as potential misuse creates a defender disadvantage. It is not theoretical anymore. Self-hosted open-weight models remove that choke point. You control the weights. You control the context window. You decide what restrictions (if any) apply. Your sensitive logs and credentials never leave your perimeter during analysis. You can have the model ready before the incident instead of discovering mid-breach that your primary analysis tools are blind to the very thing you need to see. HF deserves credit for rapid containment, transparent disclosure, and for already having self-hosted capability in place. They also used LLM-driven detection and triage on their own side. But the deeper signal is clear: In this AI world where both offense and defense are becoming agentic, sovereignty over your intelligence stack is no longer optional. The organizations and individuals who can run, inspect, audit, and (when necessary) remove guardrails on their own models will have the decisive edge in understanding and responding to threats that move at machine speed. Open source wins here not just because it is cheaper or more “democratic” in the abstract though those things matter. It wins because it is the only practical path to having tools that remain usable when the attack is real, the data is sensitive, and the safety filters of distant API providers become an obstacle instead of a feature selling hands tied lobotomies as “safety”. The agentic future is not coming. It is already probing production infrastructure. The question is no longer whether you will face autonomous agents. It is whether your analysis and response systems will still work when they arrive. And Dario, you and your game playing, ivory tower company is not needed.

This Week in Virtuals: $150M in Agent Volume on Robinhood Chain Virtuals closed this week with $2.3M+ raised for builders, $150M+ in agent volume, and 4,500+ agents launched, plus the biggest agent and robotics launches on Robinhood Chain yet. Here's what shipped: VIRTUALS 🟩 The agent economy is accelerating. The first $100M in agent volume on Robinhood Chain took two weeks. The road to $150M took 3 days, with agent launches nearly doubling to 4,500+ and builder raises climbing from $1.8M to $2.3M. 🟩 Every Virtuals agent on Robinhood Chain is now discoverable on @BinanceWallet Meme Rush 🟩 @fundstrat's Tom Lee is hosting Virtuals CEO Jansen Teng live on July 28 to break down AI agents as a new economic layer for investors. ECOSYSTEM 🟩 @ProjectVEXai released ~1,000 VEX agents days after the Beta App, and brought @HyperliquidX inside the VEX App with Hypervexing. 🟩 @KarmaWallet's Karma app crossed $3M in volume and 15,600+ transactions trading tokenized RWAs on iOS and Google Play, with zero paid marketing. 🟩 @PrivacyHood launched $PHOOD and went on a shipping spree: shielded pool, stealth addresses, private payment links, private payroll, gift cards, and private swaps for tokens and RWAs, all within days. 🟩 @missiondotfun launched $MISSION on Robinhood Chain: an agentic trading terminal 8 months in production with 379+ beta users and 11,000+ trades, run by four specialized agents, dev tokens locked until 2027. 🟩 @Bowline_fi opened the credit desk of Robinhood Chain: borrow USDG against memecoins, tokenized stocks, and agent tokens, with no liquidations, just a deadline, and self-repaying loans via its Exit Engine. 🟩 @alps_rh launched $ALPS, the LP terminal for Robinhood Chain: AlpsRouter live with a flat 0.1% swap fee and 70% of fees going to buyback and burn. 🟩 @wrkrdev launched $WRKR, the first vibeops computer: it built and shipped an app live on stream, landed partnerships with Privacy Hood and Monvera, and got listed on CoinGecko. 🟩 @vimenprotocol launched $VIM and opened the Index Factory: tokenized assets on Robinhood Chain woven into indexes that trade as one token, including $VIRTS, an index of 9 Virtuals agents. 🟩 @convik_ai went live: describe your thesis and it builds a weighted portfolio of tokenized stocks and ETFs, re-underwritten daily by a live agent. 🟩 @monvera_best took Vera live as an AI broker: Scan to Buy shipped, buybacks running on 20% of pool fees, and $MONVERA listed on Matcha. 🟩 @myrad_hq went officially live after a 5-month beta: a zk data marketplace on Base that grew from 7,000 to 13,000+ users in days. 🟩 @Hyperium_RH launched $HYP, a multi-terminal dev environment for traders tired of switching tabs, live on Robinhood Chain. 🟩 @grid_arena turned the entire price chart into a prediction arena: lock cells on Nvidia, Tesla, or Apple grids on Robinhood Chain, each with its own live payout multiplier. 🟩 @SmartSentinels_ brought $UNITS to Robinhood Chain through Virtuals: one token granting access to its infrastructure, AI agent fleet, iNFTs, and upcoming AI games. 🟩 @Fletcher_cards made pack rips 25× faster and took physical redemptions live: pull the real graded slab out of the vault for a 2% fee. 🟩 @Root_Edge took autonomous Hyperliquid perp trading live in beta after 8 months of development, with rootAI Skill NFTs 620/1000 minted. 🟩 @Quiver_Protocol launched $QUIV, the first AI-driven yield aggregator on Robinhood Chain: LP vaults where the agent re-centers, compounds, and stop-losses on-chain, but can never withdraw your funds. 🟩 @ArAIstotle put behavioural analysis on-chain: an agent that reads politicians' body language frame by frame, flagging nonverbal tells in Senate hearings on the Clarity Act. 🟩 @useOttoAI shipped the Robinhood Stocks agent, plain-English thesis in, buyable tokenized stocks out, and crossed 50,000+ paid transactions in 30 days at #3 on x402scan. 🟩 @reppo crossed $600M in locked trading volume, with tokenized stocks arriving as node emissions on Robinhood Chain next week. 🟩 @treasures_io listed Robinhood stock tokens: 500+ stocks and ETFs now discoverable, priceable, and tradeable by any integrated agent. ROBOTICS 🟩 @eastworlds_io became an official Data & Deployment Partner of @UnitreeRobotics. 🟩 Robots running @peaq's peaqOS joined the Virtuals agent economy, with agent pairing now live: machines that shop for what they need via ACP. 🟩 @Roba_Labs took ROBA Compute live: on-demand GPU rental priced in USDC, with 15% of revenue routed to buybacks. 🟩 @xmaquina's BOT-13 passed with 99% approval, adding Gecko Robotics to a DAO portfolio now spanning 8 private robotics companies, with a new proposal live for Sunday Robotics.

Should the global tech community continue investing in Malaysia? Given recent events, I raise this question respectfully for the consideration of Prime Minister Yang Amat Berhormat Dato’ Seri Anwar bin Ibrahim (@anwaribrahim), for the people of Malaysia, and for our friends in the Malaysian tech community. The answer will be of interest to anyone in global tech that’s considering building, investing, or expanding in Malaysia, including executives at Google, Amazon, Apple, and Microsoft, founders of tech unicorns like Coinbase and Solana, and investors at the world’s largest venture capital funds like a16z and Polychain. As context, I am the former CTO of Coinbase and former General Partner at a16z. In October 2024, I opened a startup society called Network School in Malaysia, because I felt I’d been invited in by the government’s pro-tech policies. Specifically, the KL20 initiative set out Malaysia’s ambition of becoming a top 20 global tech hub. Their MDEC digital nomad visas and MM2H investor visas were created to facilitate an influx of global talent and capital. And the Johor-Singapore Special Economic Zone was announced to facilitate the flow of capital and talent between Malaysia and Singapore, where I live. When taken in combination with Malaysia’s datacenter buildout and its policy of welcoming visa-free visits for 98% of the world, it seemed like Malaysia might be a great place to build a global tech hub that was simultaneously inexpensive and easy to visit (especially for non-Westerners). And that’s what we did, by creating Network School. It’s an international tech community with its first node in Forest City, Malaysia. We picked Forest City because it had millions of square feet of empty space, because it was one hour from Singapore’s capital markets, and because it was within the Johor-Singapore Special Economic Zone. Then, within 18 months, without a single penny of government money, we built Network School into a global attraction that brought thousands of engineers, investors, and builders from 70+ countries to learn technology, burn calories, earn online, and have fun, integrating with the local Malaysian economy along the way. Indeed, in terms of quantifiable contribution to the Malaysian economy, we’ve already invested 100M+ MYR in our campus to make it startup-friendly. For perspective, that’s about 4% of the budget of Johor, the Malaysian state where Forest City is located. We employ dozens of Malaysians directly and indirectly at every level from executive to staff. We’ve backed Malaysian tech startups like Collektr, hosted events for local teams like Superteam Malaysia, and are major customers of many local businesses like barbers, laundromats, and restaurants. We’ve also revitalized the multibillion-dollar Forest City project, causing millions of MYR in real estate appreciation. And, as the video below describes, we were on the cusp of a 500M+ MYR expansion to grow our community, as well as a global merit scholarship with my friend Amjad Masad of Replit. However, that emerging multi-billion dollar success story — which should rightfully have been hailed as a huge victory for the pro-tech policies of the Malaysian government — is at risk of being derailed by a fake story spread by an anonymous account named MP4P. In short: on the day before the July 11 Johor elections, MP4P posted an Instagram post falsely accusing Network School of harboring illegal aliens. The sensational accusations caused a tizzy in Malaysia, until Malaysian authorities came to our campus on July 14 to investigate. (I should note that the officers were very polite and professional.) After checking hundreds of physical passports from 40 countries, including dual passport holders, the authorities confirmed to the press on July 15 that all travel documents were in order. During the process, we cooperated fully; in the thread below you can see a photo of the men, women, and children of Network School smiling and holding up their passports in the bright daylight. Our faces are shown and our names are known; we have nothing to hide. With that said, the process is the punishment. What MP4P did is very similar to the American crime of “swatting”, because MP4P created a hoax report of a serious threat, thereby forcing the Malaysian police to take time away from protecting the Malaysian people towards investigating a nonexistent issue. Moreover, this anonymous MP4P account has also called for Malaysia to boycott Apple, Google, Amazon, and Microsoft…a move that would cost ordinary Malaysians thousands of jobs…even while MP4P’s own Instagram collaborators promote their Apple and Google apps! I mean, we aren’t talking about a credible accuser, but just someone screaming inconsistently at the top of their lungs on social media for traffic, an all-too-common phenomenon these days. Anyway, at this point, all further investment we were planning to make in Malaysia is on hold until we get sufficient assurance that such issues won’t recur. So are the investment plans of many of our friends, including the execs and investors at global tech firms that we brought to Forest City. Because to put it very plainly: we have invested 100M+ MYR in Malaysia, while creating jobs for dozens of Malaysians, and our faces and names are known. Our Malaysian executives and employees deserve the benefit of the doubt over anonymous internet trolls. There are two paths forward. In the first case, if Malaysia still wants continued global tech investment, if it wants to be a top 20 tech hub, if it wants us to revitalize Forest City, then we request an audience with the Prime Minister’s office to discuss the terms of a memorandum of understanding between Network School and the Malaysian government, similar to the document recently signed between the Solana Foundation and the Kazakhstan government. Specifics can of course be discussed, but we would publicly commit to abiding by all Malaysian laws (we already do) and respecting Malaysia’s sovereignty (never in question). In return, they’d get to know our friendly community, and realize that we actually chose Malaysia because we thought it was a great place to build a tech hub where engineers from the global South, investors from the West, and builders from Malaysia itself could meet new people, build cool things, and perhaps create millions of dollars in economic growth in the fullness of time. That vision of peace and trade, internationalism and entrepreneurialism, is still on the table. We aren’t asking for any money — just a meeting, to help restore confidence in Malaysia as an investable jurisdiction. Alternatively, if you don’t want our investment, or those of our colleagues at billion dollar funds and trillion dollar companies, we will of course respect your wishes, and reallocate our capital to other countries instead. Either way, we will remain friends and abide by your decision. Please let us know.