Futures

There is no one the market cannot humble

@Dialectic_Group @claudeai @grok @GeminiApp

Would you let @claudeai manage your DeFi portfolio? What about @grok?... or @GeminiApp? That's exactly what we did this week with defi-bench.com along with 5 other frontier models. A research project and benchmark that measures how well frontier AI models can autonomously manage real DeFi portfolios. Everything is onchain and managed through @makinafi, which is the most suitable vault infrastructure for autonomous portfolio managers running onchain strategies. Every agent receives identical prompts, the same starting capital, and the same approved set of protocols and actions. The only variable is the model's intelligence. Unlike traditional AI benchmarks that rely on static exams or sandboxed simulations, DeFi Bench operates in a live market where decisions have real financial consequences. We're now in Season 1 and the focus is yield fundamentals. Models and their agents manage a USDC portfolio across established protocols like @MorphoLabs, @aave V3, @CurveFinance, and @0xfluid, all on @ethereum mainnet (for now). The focus is on core yield optimization: APR evaluation, risk-adjusted allocation, and cost-aware rebalancing. Go here: defi-bench.com and have a look around. Tell us what you think.

ORE is capped at 3M total supply, with a max emission rate of 2 ORE per minute. The mint program is open source, verified, and permanently frozen. ~ 455k ORE has been mined, with emissions set at 1 ORE per minute. Formally verified, immutable, Store of Value on @solana

The US is draining its oil reserves at a rapid pace: The Strategic Petroleum Reserve (SPR) dropped -7.12 million barrels last week, the largest weekly drawdown since October 2022. This marks the 5th consecutive weekly decline, the longest streak since 2023. Over this period, US oil reserves in the SPR have fallen -17 million barrels, to 398 million, the lowest since April 2025. This comes as total US oil and fuel exports surpassed 14 million barrels per day for the first time in history, as overseas buyers scramble to replace lost Middle Eastern supply. Furthermore, commercial crude stocks declined -6.23 million barrels last week, the largest weekly decline since early February. Gasoline and distillate stocks also fell sharply, by -6.08 million barrels and -4.49 million barrels, respectively, pushing total gasoline supplies to their lowest seasonal level since 2014. Global demand for US oil has never been higher.

BREAKING: US Treasury Secretary Bessent says the US has seized $450 million in Iranian cryptocurrency.

@davidgokhshtein $ORE

What’s the most underrated asset in crypto right now?

*US 30-YEAR MORTGAGE RATES RISE TO 6.3%, FREDDIE MAC SAYS

"Human development is stalling almost everywhere," per the Economist.

JUST IN: Elon Musk says future currencies will only be "mass and energy"

@RoundtableSpace $ORE

SHILL ME ONE TICKER YOU GENUINELY THINK CAN 100X

BREAKING 🚨: U.S. Debt U.S. Debt now exceeds 100% of GDP for the first time since World War 2 🤯👀

Yield’s waiting. Come get it. 📈

BREAKING: Brent crude oil prices officially surge to their highest level of the Iran War, at $119.50/barrel. This puts Brent crude oil prices at their highest level since 2022. The IEA has called this the “biggest energy security threat in history.“

"First-time home buying plunges to record low as baby boomers prevent younger Americans from ever owning," per NYP.

@ThePumponomics $ORE is better tech than $ZEC, just younger. I hold both. You should take a closer look, and reconsider.

@sffutures I just can’t bring myself to add anything sol related this cycle

sold all my $near today (~$1.1m). rotated into $zec and $hype. the conviction i had in near was real but never grew. meanwhile zec and hype kept earning more of it. trimmed once earlier and the discomfort came back. when you've already trimmed and you still want to sell, the position is telling you something. 2-asset barbell now. ~60/40 zec/hype. full april month end recap thursday morning with the why on each.

Could never happen in the USA. Right? Right???!

@cryptofergani $ORE

ETH is dead BTC is too slow SOL is filled with scammers XRP is for old people What’s the solution?

@birdeye_so @OREsupply

Name a project you trust...

$ORE v3 has been a wild ride. >retain top 10 revenue >private ore. Liquid stORE >max supply cap cut to 3M >revoking mint authority >freezing authority upgraded imho this is one of the strongest proven track records of any self-sustaining deflationary private sovereign with near-zero attack risk. when PMF hits..it’s going to be absurd. v4 next. ore is money.

@CobraCrypto Why 4 years?

Maybe $ZEC touches $800 this year but we're at least 4 years away from blowing above $1,000.