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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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Cookie Reads 🍪

Future-proofing Solana

https://x.com/Lemniscap/status/1917594835503997236

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Trivi Agent: AI-powered trivia

https://x.com/virgen_alpha/status/1917503472922157534?s=46&t=ywALktyM5ZCyt-zigN5Big

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$ALPACA situation

https://x.com/Capitanike/status/1917496222191083963

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https://x.com/EforNad/status/1917400063774711827

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Atropos by Nous Research: RL environments framework

https://x.com/NousResearch/status/1917299865060794484

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Attended a Prime Intellect x Nous Research side event over the weekend, and met an engineer that was working on AI safety, this is an insightful read

https://x.com/TheTuringPost/status/1916266088025014377

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How people are using GenAI in 2025

https://x.com/0xPrismatic/status/1916701791804166288

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Insights to how money is made at Tether

https://archive.is/RFWRw

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JUST IN: 🇨🇳🇺🇸 China removes 125% tariff on US ethane imports.

@WatcherGuru

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Qwen 3: The new open standard

https://www.interconnects.ai/p/qwen-3-the-new-open-standard

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Thoughts on Believe app

https://x.com/darkmarketio/status/1917046839083192373?s=46&t=ywALktyM5ZCyt-zigN5Big

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https://x.com/jinglingcookies/status/1917126142328553476

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Space orchestra here

Conductor: Sun
Orchestra: Wind

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Really enjoyed this video

Great breakdown of how VLA models are created, and the tweaks that can help improve the output

https://x.com/jinglingcookies/status/1916411147198349664

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Why I think AI take-off is relatively slow

Essentially - humans are the bottleneck as the rate at which we adopt the improved solutions are slow, and the extent to which we can utilize it's benefit is limited

https://marginalrevolution.com/marginalrevolution/2025/02/why-i-think-ai-take-off-is-relatively-slow.html

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Novel concept of parallelized orderbook liquidity

https://x.com/FishMarketAcad/status/1917461657024094507

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Investing in Unto Labs

https://x.com/0xren_cf/status/1917254059783811382

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Projects working on smart glasses

https://x.com/CactusXR

https://x.com/MentraLabs

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Mastercard unveils Agent Pay, pioneering agentic payments technology to power commerce in the age of AI

https://www.mastercard.com/news/press/2025/april/mastercard-unveils-agent-pay-pioneering-agentic-payments-technology-to-power-commerce-in-the-age-of-ai/

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Insightful episode Mark x Dwarkesh: Llama 4, DeepSeek, Trump, AI Friends, & Race to AGI

https://x.com/jinglingcookies/status/1917385800473534674

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Prime Intellect: Planetary-Scale Inference: Previewing our Peer-To-Peer Decentralized Inference Stack

https://x.com/PrimeIntellect/status/1916993110418329739

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Asset Creation and the Death of Capital Inefficiency in the New World Order

https://x.com/howdymerry/status/1917267031440650353

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Multisynq × Monad: Laying the Rails for a Real-Time, Decentralized Application Layer.

https://x.com/multisynq/status/1917227825347940819

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Chaos is a Ladder

https://x.com/packym/status/1917200912453448176?s=46&t=ywALktyM5ZCyt-zigN5Big

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I've been calling the 1X robot X1 🤦🏻

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The Onchain Layer of Solana DePIN

Comprehensive report on Solana DePIN ecosystem

https://community.dune.com/solana-depin

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Okay so Clout pivoted into Believe : https://x.com/believeapp/status/1916882473721422155

- Very similar to base's "Coin Everything"
_ Believe allows any content to be tokenized
- Can simply tag @ launchacoin on Twitter
- Then it creates tradable token

My thought on this "Content Tokenization" is
- Similar to the "Social Token" where you tokenize value of pa person, there is no symbiotic relationship with Token - Content
- The traction / popularity is not necessarily reflected into the value of Token : Rather it's vice versa
- Speculative flow drives Token price then it somehows affects the value of original content

*Gotta see how this concep evloves but still think it's better than typical tokenization of human / celebrity

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Ray Dalio: It's Too Late: The Changes Are Coming

https://x.com/raydalio/status/1916967796065423688?s=46&t=ywALktyM5ZCyt-zigN5Big

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Being a salesman to AI

https://x.com/jinglingcookies/status/1916392497066217830

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Interesting - Creating semi-personalized models by categorizing user behaviors using weights

https://x.com/TheTuringPost/status/1915748866894467087

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