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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.
Lumian Gen AI Newsletter Issue #62
Brief intro to generative engine optimization (GEO)
https://lumian.beehiiv.com/p/lumian-gen-ai-newsletter-issue-62
TLDR: Focus on PMF. Asymmetric markets - tough to invest without requiring a higher return on capital
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All facts, no fluff from Felipe about the token markets
https://x.com/TheiaResearch/status/1914728360577835341
How Mira's Verification Technology Revolutionized Learnrite's Educational Testing Platform
Ensuring that the database of questions used for students to learn is verified, preventing wrong information from being passed on
https://x.com/mira_network/status/1928096779746300355
With Loud!’s IAO coming up in around 12 hours, wanted to share some thoughts on what the flywheel will look like for $LOUD
https://x.com/jinglingcookies/status/1928626392633405441?s=46&t=ywALktyM5ZCyt-zigN5Big
Memory Changes Everything
https://writing.nikunjk.com/p/memory-changes-everything?utm_medium=ios
The simulation is winning
https://x.com/signulll/status/1928511571057324298?s=46&t=ywALktyM5ZCyt-zigN5Big
I’m gonna get emotional damage with the Jordan feedback
Basketball shot counter + feedback provider built using Gemini 2.5
https://x.com/farzatv/status/1928484483076087922?s=46&t=ywALktyM5ZCyt-zigN5Big
Valuing Bittensor Subnets
Good piece, the cash flow part for subnets was well elaborated
Also serves as a reference in valuing other projects
https://x.com/cabronelbufon/status/1928572804204736564?s=46&t=ywALktyM5ZCyt-zigN5Big
Valuing Spark <> Pendle Market
For those who would like to join Spark, check out my referral code
https://x.com/phtevenstrong/status/1928577624621646232?s=46&t=ywALktyM5ZCyt-zigN5Big
Just wanted to highlight, it’s not just the distance that’s so impressive
It’s being able to mentally bring oneself to run everyday that’s even more admirable
The activation energy to run is usually very high, as the brain already associates the tiredness /difficulty of it
What I do is to prep my running items right by my bed, when I wake up, I immediately tune myself that I’m headed out to run
And I like to do a fun activity where I plan the breakfast I’ll eat - it makes it easier to get up when I’m excited to consume a
Whole-wheat bread with jam + peanut butter granola bar
Sorry this momentarily became a running channel but running is really fun overall, and helps to clear my mind a lot of times
If you want to get started, take it easy, just 1 km or 1 mile per day
For fellow runners
https://x.com/fiveoutofnine/status/1928459078860235026?s=46&t=ywALktyM5ZCyt-zigN5Big
Bubblegum V2 by Metaplex
Tinkering around the concept of 'knowledge NFTs' for agents
https://x.com/metaplex/status/1928168230880956554
Also thought about crypto angles for this
There is a DePIN project called 3DOS, which is a 3D printing network - which I used as reference to think about ideas
1. Robotic Manufacturing Network (RaaS - Robotics as a Service)
• Breaking down 1 major tasks into micro tasks and decentralizing it across various set ups within a certain region / school
2. Decentralized Data Collection
• A lab with the necessary expertise is able to teleoperate and collect the necessary data for soldering etc.
• This software can become 'buyable' on a marketplace
• Global users (even those that don't have expertise) can solder the wires
• Think of it as vibe manufacturing (p.s. there are dangers e.g. fire)
I was traumatized by FTX yes but....
I don't think I lost my memory on how Caroline and SBF looks like?
https://x.com/netflix/status/1928153876475097117
Re7 Brings the First Wave of Institutional Agents
This is quite interesting - institutions utilizing AI agents for their liquid fund
The question I previously asked for autonomous AI agents was what is their edge?
Re7 is considered to be one of the stronger liquid funds in my mind, also very active in Morpho markets
From an investment perspective, the institutional volume will generate fees, which could in the future accrue back to the token
https://www.gizatech.xyz/blog/re7-brings-the-first-wave-of-institutional-financial-agents
Tokens are broken
Wrote a brief summary with my learnings - suggested to give the whole video a listen, just 26 mins but packed with insights on how various stakeholders perceive the market
https://x.com/jinglingcookies/status/1928719651095326754
Dwarkesh Patel: Give AIs a stake in the future
https://x.com/dwarkesh_sp/status/1928495588137750836?s=46&t=ywALktyM5ZCyt-zigN5Big
Understanding SPS: The Metric That Defines DeFi Development Corp.
Good piece in understanding the mechanism and valuation perspective when it comes to companies buying crypto
https://defidevcorp.beehiiv.com/p/understanding-sps
The Dawn of Infinite Code
https://x.com/jinglingcookies/status/1928615257993273720?s=46&t=ywALktyM5ZCyt-zigN5Big
Plaid for memory
A database where you can retrieve data and use it on external apps
Issue: Centralized AI companies are likely not going to want to let others gain access to the data
https://x.com/levie/status/1928524649358364740?s=46&t=ywALktyM5ZCyt-zigN5Big
AI Trends by Bondcap
Key highlights
Full deck: https://www.bondcap.com/report/tai/
Turning Tindr into a prediction market
That’s actually pretty fun
Feels like it could end up being a source of truth and filters out a portion of malicious actors
https://x.com/dabit3/status/1928585034144821562?s=46&t=ywALktyM5ZCyt-zigN5Big
I wonder if the higher unemployment rate caused by AI integration into workplace
Changes the way analysts evaluate recession in the future
https://www.nytimes.com/2025/05/30/technology/ai-jobs-college-graduates.html
Perplexity creating a ‘cognitive OS’
https://x.com/signulll/status/1928603873121546388?s=46&t=ywALktyM5ZCyt-zigN5Big
Huh 11-14 miles per day
That’s 17.7 km - 22.53 km per day
Interesting
https://x.com/ryanwatkins_/status/1928579189071839719?s=46&t=ywALktyM5ZCyt-zigN5Big
This about to be the coolest agent dApp
https://x.com/theveldtai/status/1928448866770141289?s=46&t=ywALktyM5ZCyt-zigN5Big
Tried to think a little bit about crypto angles
1. NFT-Based World Ownership
2. Cross-World Asset Composability
How I see this going is along the lines of
• Game master is able to define (prompt) the world and its objective e.g. find a croissant
• Players participate by depositing tokens - forming a prize pool
• Players can pay to buy assets that gives them boosts e.g. run faster, smell for a croissant better
A New Frontier For Crypto Exposure
Talks about DATs - Digital Asset Treasury companies
https://panteracapital.com/blockchain-letter/a-new-frontier-for-crypto-exposure/