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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.
The Limits of Reinforcement Learning
https://itcanthink.substack.com/p/the-limits-of-reinforcement-learning
AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
https://semianalysis.com/2025/05/16/ai-arrives-in-the-middle-east-us-strikes-a-deal-with-uae-and-ksa/
Tulip King: The Old Man Regiments: Who's Your Counter Party?
https://x.com/mikeykremer/status/1923408230861930695
Exploring Nous' Psyche training network - Explainer by 563defi from Blocmates
https://x.com/563defi/status/1909976170990313594
Ryzome - looks cool, seems similar to Zapier
Chain agent functionalities together
https://x.com/0thTachi/status/1922740788867572086
Nekuda: Building payment infrastructure for agents, without needing human intervention
Not a lot of details yet on how this is achieved
https://x.com/nekuda_ai/status/1923039482749538428
How Tesla Robots Learn to Dance: From Human Motion to Real-Time Moves
https://x.com/reborn_agi/status/1922652567131054207
This is cool
Earning yield from Aave, straight from Venmo
https://x.com/GlMinoprio/status/1923434808874594787
Parallel Scaling proposed by Alibaba Qwen
Increasing parallel computation during training and inference
https://x.com/huybery/status/1923408940278374591
Memory for robots
https://x.com/marceltornev/status/1923084806474362940
Codex by OpenAI: Coding Assistant
https://x.com/benhylak/status/1923408453537808499?s=46&t=ywALktyM5ZCyt-zigN5Big
Building Collective-Intelligence Systems
https://blog.variant.fund/building-collective-intelligence-systems
The Rise of Onchain AI: Agents, Apps, and Commerce
https://x.com/jonathankingvc/status/1923402591112687684
From DraftKings to DeFi: Why the Future of Betting is On-Chain
https://x.com/decentralisedco/status/1897643800295612736?s=46&t=ywALktyM5ZCyt-zigN5Big
If you are looking for something interesting to watch today - harvesting of materials from the seabed
https://www.youtube.com/watch?v=TacQgNeoPMM&t=2913s
Stablecoin Payment Accounts (SPAs)
Reducing the barriers for cross-border USD transfers
Questions
- Why does it have to take up to 2 weeks
- Who incurs the fees of USD to stablecoin and back to local currency?
https://x.com/dadiomov/status/1923053505851294076
A Brief History of Token Launches
https://x.com/howdymerry/status/1922373542571553042
Psyche by Nous Research: Pre-training a 40B parameter model
https://x.com/NousResearch/status/1922744483571171605
Can Energy Bring DePIN to the Main Stage?
Great overview
https://x.com/KSimback/status/1921961219323220211
Can Horizontal Scaling Get Us Closer to AGI?
Highly recommended piece that describes in detail FortyTwo's architecture, and how building on Monad allows it to scale the output it delivers, in terms of both lowered cost, as well as increased accuracy
https://x.com/michael_lwy/status/1923030957415858372
EIP-7928: Block-Level Access Lists (BALs)
Declares every address and storage slot accessed in a block
Allow clients to parallelize disk reads and transaction execution - prevent state dependency
https://x.com/uttam_singhk/status/1923368312567685171
Mobile Money to Global Money: Africa’s Stablecoin Revolution
https://x.com/chuk_xyz/status/1923382797718204705
real2render2real
Takes away the need for a physics engine, which is typically required in sim2real
Utilizes a single human demo to render a variety of scenarios that are less likely to violate Physics principles
https://x.com/letian_fu/status/1923407715638051060
Fairmint: Open Cap Table Protocol (OCP)
Making equity programmable
https://x.com/FairmintCo/status/1923382874717209086
Citrini: Humanoid Robots
Thematic Primer: A Future Secular Story at a Current Cyclical Price
https://www.citriniresearch.com/p/thematic-primer-humanoid-robots
Stablecoin Payments Guide for Fintechs & Financial Institutions
https://www.helius.dev/blog/stablecoin-payments
How DeAI is shaping up
https://x.com/SPLehman/status/1923310682499342531
The Art of the Deals and the Forces Behind Them
https://x.com/raydalio/status/1922337839825482027?s=46&t=ywALktyM5ZCyt-zigN5Big