Souk

POKÉMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP Niantic says photos and scans collected through Pokémon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images. The company is now using that data to power visual navigation for delivery robots, letting them identify exact locations on city streets without relying on GPS. Source: NewsForce

Durability beats speed over time.

The builders who stay focused now will shape what comes next.

Durable systems outperform clever hacks.

Great products earn attention.

Markets reward discipline more often than brilliance.

@sonyasunkim @Fira_Lend UZR is worth a look x.com/fira_lend/stat…

@EthanDeFi_ @SkyEcosystem Can do close to 40% using UZR on @Fira_Lend. x.com/fira_lend/stat…

Day 16: You can get 20%+ APY on stablecoins even in a bear market. Here are a few high-yield strategies: 1/ Loop sUSDS/USDT on Morpho for 21% APY This is my favorite looping opportunity from a risk/reward perspective. sUSDS, @SkyEcosystem's yield-bearing stablecoin, has only a 4% base yield. But here's where things get interesting: Looping sUSDS enables earning 20%+ APY as Sky heavily incentivizes borrowing against sUSDS with sUSDS incentives. So if you borrow USDT against sUSDS, you're essentially getting paid to borrow right now. 2/ Buy yzPP via Kyberswap on Plasma for 34% APY from Yuzu + 1x Yuzu Points This is the easiest way to get a very high APY, as it involves no looping, but it comes with high risks. yzPP is a first-loss tranche for @YuzuMoneyX, a DeFi hedge fund that deploys user funds across top DeFi protocols to generate yield. I think the Yuzu team is quite competent, but if only one of the dApps they use is exploited, yzPP goes straight to 0, given that yzPP is a junior tranche with small TVL. On top of that, yzPP can't be redeemed until Yuzu's stablecoin collateralization ratio reaches >110%. It is currently at 106.42%. That said, Yuzu Money has exposure only to big dApps such as Sky, Morpho, Ethena, Maple, PayPal, AAVE, OpenEden, and Fluid. Its yield strategy is fully transparent, and its solvency can be verified in real time on Accountable. 3/ Loop sUSDai/USDT on Fluid (on Arbitrum) sUSDai is backed mainly by T-bills, and only 11% of its collateral is currently in GPU loans. Yet despite this, it is generating a pretty big yield for its holders: 8.17% APY. By looping sUSDai on @0xfluid, you can get up to 38.3% APY at this moment. The only downside of this strategy is that sUSDai can be redeemed for USDai only once a month. That's pretty much it. I am trying to cover yield strategies and other DeFi plays I find interesting every 1-2 days. No shitposting, just useful stuff. Follow me if you like this content :)

@thedefiedge Don't sleep on $sUSD0 or $aUSD0 either 🤝

There are several yield-bearing stablecoins gaining real traction right now. One's backed by treasuries. One's backed by institutional credit. One's backed by AI compute lending. Here are six worth knowing right now, and what's actually backing the yield: • $sUSDS: ~4% 30d APY, and it’s already huge at around ~$5.3B TVL, backed by a mix of crypto collateral and real-world assets such as treasuries, with yield funded by protocol revenue from lending and RWA strategies. • $syrupUSDC: generating roughly ~4.7% 30d APY with around ~$1.7B TVL, where the yield comes from interest payments from Maple’s lending pools where capital is loaned to institutional borrowers. •$USYC: backed by short-duration Treasuries and fixed-income instruments, where the yield shows up more through the token’s value drifting up over time. Recent yield has been ~3% and TVL is around ~$1.9B. • $USDai: synthetic dollar backed by a mix of treasuries and infrastructure including AI compute lending, where staking into $sUSDai gives exposure to those revenue streams, producing yields around ~6.5% with TVL around ~$339M. • $coreUSDC: automated yield vault where deposited USDC is rebalanced across lending protocols such as Euler and Morpho along with other vault strategies, producing yields around ~6.3%. • $pmUSD: stablecoin minted against tokenized gold collateral with liquidity primarily deployed into Curve where LP strategies have reportedly produced yields ranging roughly from ~9–22%. It’s not simply just tether and USDC anymore. Now we have a bunch of new options, but the yield and risk behind each one is completely different. Treasury yield breaks differently than DeFi credit yield. Both break differently than incentive-driven APY. Know which one you're holding before you park your capital anywhere.

BYD just did something the West kept calling “impossible”: 10% → 97% in 9 minutes. In winter. On a mass-produced car. While Western consumers complain EVs charge too slow, China quietly rebuilt the entire charging ecosystem, 20,000 flash-stations by year’s end, a charger every 100 km, and batteries so advanced Tesla is literally buying from BYD. The narrative of “China only copies” collapsed the moment China, started innovating faster than the West can explain. This is not a product upgrade, but a paradigm shift: fast charging and long range are no longer a trade-off. The EV future will be written by the country that engineers the infrastructure, not the one that tweets about it.

Good teams communicate directly.

Here are the monthly reports we've been pushing recently, plus the on/off-ramp announcement from a couple of days ago. We are here and not going anywhere 🤝 November: x.com/usualmoney/sta… December: x.com/usualmoney/sta… January: x.com/usualmoney/sta… February: x.com/usualmoney/sta… And the on/off-ramps from 2 days ago: x.com/usualmoney/sta… Feel free to join the discord and ask questions there too!

@dcfgod Just gotta trust the team to continue operating the protocol till 2028. Not too much of an ask, I hope. But history would suggest that many crypto teams give up once the cow has been milked.

Usual got so crushed that everyone stopped looking at it Those are the times when there's often the best opportunities bUSD0 (formally known as USD0++) trades at 96c and is redeemable for $1 in 2028 seems lame as its just 1.8% apr a year to buy it BUT, you can borrow 86c against it at 0% apr with their new Fira product which means you can 12x loop it and get 22% APR fixed for 2 years (assuming you get all your busd at this price)... Just gotta trust the team won't increase the borrow from 0 (personally I do, but others have said thats what holds them back from it) note: dcf cap is in this farm and seeded usual

We are very much still here and shipping. Check the last few monthly reports we've been pushing, plus the on/off-ramp announcement from a couple of days ago. November: x.com/usualmoney/sta… December: x.com/usualmoney/sta… January: x.com/usualmoney/sta… February: x.com/usualmoney/sta… And the on/off-ramps from 2 days ago: x.com/usualmoney/sta… We’re keeping the momentum, you should keep checking in 🤝

@dcfgod "Just gotta trust the team" seems unfortunately a big assumption to make here given track record.

The project is very still going. Fira is owned by the Usual DAO, and we’ve actually been leaking product changes directly in the community. You should check in more often- there are still a few misconceptions floating around that don't match the reality. Check the latest monthly report here: x.com/usualmoney/sta… And we just rolled out the on/off-ramps a few days ago: x.com/usualmoney/sta…

I respect your opinion, but I disagree. The team wasn't honest enough to keep the project going when they were the main focus of the market. Do you think they'll maintain the same commitment now that they've been completely abandoned? I only see an opportunity to buy this when there's one month left until redemption.

The borrow rate is locked in- it can’t be changed. Fira is offering a UZR (Usual Zero Rate) for bUSD0, which effectively gives you up to 40% APY. A lot has shifted since the early days, so I’d definitely suggest coming back to take a fresh look. There are a few misconceptions floating around that don't really reflect where the product is at now.

@dcfgod Trust the team? This team has changed EVERY mechanism of their protocol to extract. USD0++ holders, USUAlx holders, every user just lost money due to trusting dishonest team.

@4413Phunk @dcfgod Appreciate the support. If you’ve been tracking since ++ , you’ve seen the UIPs, the transparent responses in the community, and more clarity on the vision (with plenty more coming.) Not perfect, but we’ve turned a corner- and definitely appreciate you sticking with us.

@OlimpioCrypto @dcfgod I think it's exaggeration. Among founders, one is a former French congressman (France is a state of law, then you can't behave inappropriately towards consumers like that; this guy knows the law very well), another is a Bitcoin OG (what's the point of rugging?). Misfired occured

@OlimpioCrypto @dcfgod In this instance, the borrow rate on Fira isn't updatable. So, can you show where you’re seeing in the code that it can be changed 'one day'.

> personally I do, but others have said thats what holds them back from it You cannot trust a single word from this team. They are all, in my opinion, professional scammers. I’d stay as far away as possible from this. They are fully capable of waking up one day, changing all params and token mechanics, and screw all of user’s planning. Beware.

JUST IN: Meta sold 7 million Ray-Ban smart glasses in 2025 alone. Workers in Kenya are watching the footage. Not metadata. Not anonymized clips. The actual videos. People undressing. People in bathrooms. People having sex. Bank cards. Medical documents. The blurring is supposed to protect privacy. It fails constantly. The contractors see everything. Here is the part that should stop you cold: You did not buy the glasses. You did not agree to the terms of service. You did not consent to anything. But if someone wearing Meta glasses walks into your bedroom, your bathroom, your doctor's office, your home, a contractor on the other side of the world may be watching you right now. The person wearing the glasses consented. Everyone else in the room did not. Meta's defense is that this is all disclosed in the privacy policy. They are technically correct. Buried in language so dense that 99% of users never read it. And even if they did, it would not matter, because the terms govern the wearer's data. Not yours. You are not a party to the contract. You are the product being annotated. Millions of AI-enabled cameras walking around in public. Recording constantly. Uploading to servers. Reviewed by humans earning a few dollars an hour to label your most intimate moments so the algorithm gets smarter. This is not a bug. This is the business model. The EU is already asking questions. MEPs submitted formal inquiries to the Commission this week demanding answers on GDPR compliance. The problem is obvious: European data protection law requires consent from data subjects. Bystanders are data subjects. Bystanders never consented. The entire architecture violates the regulation by design. Meta's response has been silence and a reference to terms of service that do not apply to the people actually being filmed. Google Glass died because people called the wearers "Glassholes" and banned them from bars. Meta solved the social problem by making the glasses look normal. They did not solve the privacy problem. They hid it. Seven million units sold in 2025. The installed base is accelerating. Every unit is a potential surveillance node operated by someone who may not understand what they are feeding into the system and reviewed by contractors who see everything the algorithm cannot process. The question is not whether this becomes a scandal. The question is whether the scandal arrives before or after the glasses are on 50 million faces. Watch the EU. If Brussels moves on GDPR enforcement, Meta faces a choice: disable human review in Europe and cripple the AI training pipeline, or accept fines that could reach billions. Neither outcome is priced into the stock. The glasses are selling faster than ever. The contractors keep watching. And somewhere right now, someone you have never met is looking at footage of you that you never knew existed.

Progress comes from iteration, not perfection.

The best ideas survive contact with reality.