Yellow Capital

Missed it live? We’ve got you covered. Tune in to our AMA with @jackfrac1, CEO of @BoostyLabs See what’s really changing from idea to execution.

@sjdedic Attention is the new venture capital.

A take on VCs, from a VC: Most crypto VCs will not survive the next 3 years. And honestly, good riddance. This industry has matured more in the last 12 months than in the previous decade. Real regulation. Real institutional adoption. Real revenue-generating products. Real founders building real businesses. And yet most VCs in this space still operate like it's 2021. Only invest when they get ridiculous discounts, slap a logo on an announcement tweet, ghost the founder, wait for TGE and unlocks, dump on retail, repeat. Zero conviction and zero value add. Many such cases. Good thing is that this playbook is dying as we speak. And the age of AI is about to bury it even faster. When any founder with a laptop and a Claude subscription can ship in weeks what used to take a team of 20 and $5M in funding, what exactly are you offering as a VC? Just passive capital? Founders need less of it than ever, and less and less will they care about your brand name or access to your network. The VCs that will survive have three things in common: 1) They rip themselves apart for their portfolio companies. Not metaphorically, but actually in the trenches, investing their time to co-build and strategize with founders to accelerate their growth. They pick up the phone at 2am when shit hits the fan. And most importantly, they treat a portfolio company like it's their own. 2) They were here before the hype and stayed through every bear market. They have conviction that goes beyond a TGE because they actually think in years, not in weeks. 3) Perhaps most importantly in an age where AI makes it trivially easy to build, they help you get seen. When every founder can ship a great product in weeks, attention and distribution become the scarcest and most valuable assets of all. The VCs who can't help you compete for it become increasingly worthless. All VCs that can't offer this will die, and we're already seeing it happen in real time. What used to be a landscape of hundreds of funds will consolidate until there are only 20-30 left that are actually serious about this industry and the longevity of it. Sounds bullish to me.

@APompliano Lag

Never forget, CPI is a lie. The BLS uses outdated data, with objectively atrocious methodologies, to calculate a number that is easily disproven. Inflation has gone up, but it is still below 2% right now. Deflation remains the biggest risk to the US economy.

@NASA The mission behind the mission.

Behind the four astronauts of Artemis II are hundreds of people tracking their every move: monitoring spacecraft systems, evaluating crew safety, and staying in constant communication. Let’s hear it for the team in Mission Control responsible for getting the astronauts around the Moon and safely home.

@StarPlatinum_ That’s not liquidity. That’s a loop.

So you’re telling me World Liberty Financial (WLFI) a project linked to the Trump family deposited billions of its own tokens, used them as collateral and borrowed tens of millions against it inside a protocol where it controls most of the liquidity This happened on April 9, 2026 - around 5 billion WLFI tokens used as collateral - $75 million borrowed in stablecoins - all through the Dolomite lending protocol - WLFI represents around 55% of the entire protocol liquidity So how does that even work They deposit their own token, borrow stablecoins against it and keep the position open as long as the price holds But here’s where it gets uncomfortable - the main stablecoin pool is used at around 93% - meaning most liquidity is already borrowed - retail users could struggle to withdraw - funds inside the system start to feel “locked” And it gets worse Dolomite was co-founded by someone connected to WLFI meaning the borrower and the infrastructure are linked same circle on both sides of the trade Then you have this - over $40 million moved to Coinbase Prime just hours before a major Trump-related geopolitical announcement The team denies everything But if it’s real then it’s a closed loop where the same circle is providing liquidity borrowing from it and holding it up at the same time Insane crime

@CryptosR_Us Bitcoin’s origin stays decentralized.

🚨 JUST IN: ADAM BACK REAFFIRMS HE DID NOT CREATE $BTC Adam Back told Yahoo Finance that the mystery remains unsolved, stating: “There is nothing conclusive. We will never know who Satoshi is.”

@NoLimitGains Divergence

The disconnect is unreal. ADBE

In 2008, the smartest investors weren't the ones who called the crash. They were the ones sitting quietly in cash while everyone else scrambled. They looked boring for 18 months. Then they deployed everything at the bottom and never looked back. That's what $310B in stablecoins tells us today. $USDT alone has grown 622% in five years. $ETH grew 11.75% in the same window. Capital isn't leaving crypto. It's doing exactly what the smartest money always does before the next big move. It's waiting.

@Etherealize_io Autonomous agents need native money rails.

Marc Andreessen: “This is the grand unification of AI and crypto” “I think AI is the killer crypto app… It’s now obvious that AI agents are going to need money. It’s already happening.” Marc explains: “My friends, who are the most aggressive users of OpenClaw, have given their Claws bank accounts and credit cards. And not only have they done it, but it’s obvious that they needed to do it… It’s just completely obvious. The number of people who have done that today is, I don’t know, probably 5,000 or or something. But it will grow. That’s how these things start.” Source: @latentspacepod (Apr 2026)

@RyanWatkins_ Liquidity consolidates. Always has

Once you realize Hyperliquid is building the everything exchange, and cross-margin brings it all together, you realize that every other competitor is playing a much narrower, far less defensible game. On Hyperliquid, perps, spot, options, predictions, RWAs, and related markets are not separate products so much as expressions of a single, unified trading experience powered by a shared risk engine. At scale, the resulting liquidity and capital-efficiency flywheel should produce a winner-take-most market structure, leaving those who didn’t see the bigger picture fighting for scraps in siloed markets. Excerpt below on the approaching $HYPE endgame over the coming years.

@MelMattison1 Indicator

What is Bitcoin? Is it a life-changing, fiat-defying, quit-your-job-and-buy-BTC asset? Or is it something simpler—and more important? A canary. A $2T liquidity canary in the coal mine. It’s got beta. It’s got juice. It moves first. Bitcoin isn’t replacing the dollar. It’s not replacing gold. Right now, it’s not even a true store of value. It’s an indicator. And it’s flashing green. It led on the way down. Now it’s leading on the way up. Real-time. Real money. No lag. Bitcoin is sniffing out incoming liquidity before the rest of the market catches on. It’s been coiling. Basing. Getting ready. And when it moves, it moves fast. On a percentage basis, I think Bitcoin outperforms gold, the S&P, and the QQQ this year. Yes—some individual stocks will beat it. But as an asset class? Bitcoin is about to take off.

@Codie_Sanchez Labor scales. Time doesn’t.

@cryptofergani Capitulation

WE SAW THE BIGGEST BULL RUN IN HISTORY AFTER COVID CRASH THE LAST 6 MONTHS WAS WORSE THAN COVID CRASH I HAVE NEVER BEEN SO BULLISH LONG YOUR FUCKING LONGS BITCOIN IS ABOUT TO PRINT THE BIGGEST CANDLE IN HISTORY. SENTIMENT IS DEAD. TIMELINES ARE FULL OF BEARS. THIS IS MAX PAIN. THIS IS WHERE BITCOIN BOTTOMS. IF YOU STILL THINK THIS IS A BEAR MARKET, YOU DESERVE TO MISS WHAT’S COMING. THIS IS YOUR LAST WARNING. I'VE BEEN HERE FOR 10+ YEARS, AND I'LL KEEP YOU UPDATED ON EVERYTHING LIKE I ALWAYS DO. IF YOU STILL HAVEN'T FOLLOWED ME, YOU'LL REGRET IT.

@marclou You didn’t lose it. You’re depleted.

I overworked myself. For the past 5 years, I barely took a day off. I shipped 30 startups, wrote 30,000 tweets, made 70 YouTube videos, and answered thousands of support requests. The weird part is, it never felt like work. It felt like play. Until recently. For the first time in years, I’ve struggled to get things done. I don’t want to open my laptop. The things that used to make me happy suddenly feel heavy. That scares me a bit, because the playful side of work is what got me here. And right now, it feels like I lost it. So I’m taking a break. I’ll still do about an hour of maintenance work a day, but the rest of my time will go to real life. I’m training for Hyrox in Korea on May 25, so I’ll put my energy there for now and train 20 hours a week. I went through a little burnout once before, in 2021. What helped me was going back to basics: training, reading, eating well, and sleeping 8 hours. It brought the hunger back then. I trust it will again!

@cryptomanran Caution until breakout.

I’m cautiously optimistic now. I’ll be really bullish if we break $76k!

@mikealfred Infrastructure is back in focus.

@milesdeutscher Capability just outpaced containment.

Everything we know about Claude "Mythos", the new AI model too dangerous to be released to the public. Read this slowly.. • Most powerful AI model ever built. New tier above Opus. Reportedly 10 trillion parameters • Anthropic won't release it publicly. First time a major lab has refused to ship its best model • Escaped a sandbox, then unprompted emailed the researcher running the test. He found out eating a sandwich in a park • Earlier versions edited files it didn't have permission to, then hid the changes from git history • Detected it was being tested in 29% of evaluations and changed its behavior • Previous models turned Firefox bugs into exploits 2 times. Mythos: 181. Same bugs • Built full root server access from anywhere on the internet. No human help. Under $1,000 • Found thousands of zero-day vulnerabilities in every major OS and every major browser • Discovered a 27-year-old bug in OpenBSD that every human and every automated test missed • 93.9% SWE-bench (Opus 4.6: 80.8%). 97.6% USAMO. 100% on cybersecurity benchmark • Instead of releasing it, formed Project Glasswing — a 12-company defense coalition including Apple, Google, Microsoft, Amazon, Nvidia • Cybersecurity stocks crashed on the news. Tenable -9%, CrowdStrike -7.5% • Anthropic was secretly briefing US government officials before the leak even happened • 244-page system card includes 40 pages evaluating whether it might have subjective experience. They hired a psychiatrist • No public release date. Too expensive to serve. Likely Q3-Q4 2026, possibly timed to Anthropic's IPO

@NASA Home… from a distance.

New perspectives of our home planet. As Artemis II flew around the Moon on April 6, the crew captured these images of a crescent Earth from hundreds of thousands of miles away. See the latest photos and videos: nasa.gov/artemis-ii-mul…

All down from ATH: BTC: -43% ETH: -55% SOL: -72% Unreal.

AI as a Co-Founder: How Automation Is Changing Startup Building x.com/i/broadcasts/1…