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Sharing what I read. Spans across different crypto verticals and sometimes macro too. Happy to discuss if you are keen on the same topics too! 🍪🥛 NFA. Views are my own. I’m just a cookie.

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Cookies Reads 🍪

Thinking about an app where you can pay to gain access to other people’s timeline

Similar to time.fun model ish

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Cookies Reads 🍪

Google IO Summary
• Jules: Async coding agent
• Project Mariner: Agent in chrome extension
• Stitch: Vibe coding tool
• Flow: AI filmmaking

https://x.com/googlelabs/status/1924889047970848845?s=46&t=ywALktyM5ZCyt-zigN5Big

https://x.com/dr_cintas/status/1924898265541312864?s=46&t=ywALktyM5ZCyt-zigN5Big

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Cookies Reads 🍪

DreamGen by Nvidia: Generates synthetic robot data, which when used to train robots, makes it possible for zero shot learning

https://x.com/jang_yoel/status/1924805253993488595

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Cookies Reads 🍪

5 core problems with AI voice agents - everything from software to UX

https://x.com/omooretweets/status/1924487022212993414

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Cookies Reads 🍪

Came across some writeups on HyperEVM

Hyperliquid Is Great, But Have You Ever Tried HyperEVM?: Overview of HyperEVM ecosystem

How Hyperliquid’s Precompile Architecture Enables Real Time Awareness: Features enabled by the architecture

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Can AI Scaling Continue Through 2030?

https://epoch.ai/blog/can-ai-scaling-continue-through-2030

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AUX: Getting a real time pulse of the internet through music

https://x.com/mikebodge/status/1924502285377585374

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Cookies Reads 🍪

K-Scale Labs: Open-source robotics company just launched a $8,999 robot

https://x.com/lukas_m_ziegler/status/1924182285244355036

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YB's thoughts on creator agent

https://x.com/yb_effect/status/1924862029132673051

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Cookies Reads 🍪

Google announces Gemini Diffusion

Keen to see how good the image generation is going to be

https://x.com/omarsar0/status/1924882868477563141

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Cookies Reads 🍪

Thinking about how do we sell advertisements to LLMs / agents

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Cookies Reads 🍪

What is REV

https://x.com/mteamisloading/status/1924508104466825340?s=46

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Cookies Reads 🍪

DeSci in 2025: Unlocking Privacy-Preserving Pipelines with Nillion & Monad

https://app.blockworksresearch.com/research/de-sci-in-2025-unlocking-privacy-preserving-pipelines-with-nillion-and-monad/

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Alpenglow: New consensus protocol for Solana

https://x.com/0xkydo/status/1924668129939988909?s=46&t=ywALktyM5ZCyt-zigN5Big

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GENIUS Act passed

Big tech now can enter stablecoins.

https://fixupx.com/faryarshirzad/status/1924640625145545193?s=46&t=1WjslDHib_6blFSnWXBrwg

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Cookies Reads 🍪

Slash: Business banking for entrepreneurs

Stablecoin on/off ramps for businesses

https://x.com/slashapp/status/1924874110376784122?s=46&t=ywALktyM5ZCyt-zigN5Big

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Oh wow Gemini Diffusion is very cool

https://x.com/bycloudai/status/1924924794719334645?s=46&t=ywALktyM5ZCyt-zigN5Big

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1kx | Web3 Social Graphs: Thesis

https://x.com/jakub_rusiecki/status/1924815887715987587

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UITARS: AI that sees your screens, understands what's going on

https://x.com/jimmy_toan/status/1917158228963783054

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Volt Capital: Designing DePIN Protocols Using Optimal Control Theory

https://volt.capital/blog/designing-depin-protocols-using-optimal-control-theory

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DePIN Tokenomics Part 3: What Drives Valuations? DRNs vs. PRNs, Fundamentals, Liquidity Premiums, Scalability, and More

https://x.com/dylangbane/status/1924557995616424290

https://x.com/KoschigRobert/status/1924487889842487299

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Does this future seems achievable

Let's name this robot toastie robot

1. Many many people purchase toastie robot - it's cool, it makes PBJ sandwich (maybe not, seems like it can only toast)
2. Open-source: As more people buy, the robot learns more and faster from the various environments

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The Missing Loop in AI

Talking about the need for AI tools to learn subtly from user behavior, instead of explicitly asking for feedback

I think that learning invisibly helps to make the experience with AI a lot smoother and helps to retain users

Also smarter in picking up patterns, as humans themselves might not be as discerning

https://writing.nikunjk.com/p/the-missing-loop-in-ai

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Interesting product by Not Diamond - they adjust prompts across LLMs

Curious to see how useful this is

https://x.com/tomas_hk/status/1924804811884527756

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Cookies Reads 🍪

Stratechery: The Agentic Web and Original Sin

https://stratechery.com/2025/the-agentic-web-and-original-sin/

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Alkanes: WASM-powered contract on Bitcoin

https://x.com/0xCheeezzyyyy/status/1924816416685097197

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Cookies Reads 🍪

Catena Bank: AI-native bank

https://fortune.com/crypto/2025/05/20/sean-neville-catena-labs-18-million-a16z-breyer-circle-coinbase-tom-brady

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It's time for the bookmarking economy

https://thebiggerpicture.xyz/bookmarks

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Cookies Reads 🍪

Some insights around evals

https://x.com/shyamalanadkat/status/1924715644903362869

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Cookies Reads 🍪

LensAI: Promot video editing

https://x.com/fahadaghaslan/status/1924223715123835183?s=46&t=ywALktyM5ZCyt-zigN5Big

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