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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.
Top 10 takeaways from 340 page Bondcap AI report
https://x.com/alexgedevani/status/1929173548226023502?s=46&t=ywALktyM5ZCyt-zigN5Big
Understanding the architecture of an agent economy
https://x.com/jinglingcookies/status/1929178191689560180
Google AI Edge Gallery: Run AI without internet connection
https://techcrunch.com/2025/05/31/google-quietly-released-an-app-that-lets-you-download-and-run-ai-models-locally/
THINK-Bench: Measuring thinking efficiency
Pretty useful especially since the newer models have become unnecessarily long winded
https://x.com/rohanpaul_ai/status/1929109164074402186?s=46&t=ywALktyM5ZCyt-zigN5Big
Flock x Alibaba Qwen
https://x.com/flock_io/status/1915375174620504386?s=46&t=ywALktyM5ZCyt-zigN5Big
SDH100RT: Bloomberg ticker for H100 rental market prices
https://x.com/johannes_hage/status/1929083453691060701?s=46&t=ywALktyM5ZCyt-zigN5Big
Was discussing with a friend
Does value flow to Plasma - the chain later for stablecoins
Or the 'application' - e.g. USDC which is what the user directly interacts with
I do recognize that there is a fundamental psychological element involved here in spending by the user
e.g. omg the sourdough looks so good I want to buy
so even if the agent says 'no you are too poor to afford this fking loaf of bread' - the user might still go ahead to spend on it
Shiken AI: Turn documents, notes, and links into interactive quizzes, flashcards etc.
https://x.com/AlexanderFYoung/status/1928742217335935320
Joined the June Run 100K Challenge after seeing this
90K left - wish me luck
https://x.com/buffalu__/status/1928993656783987158?s=46&t=ywALktyM5ZCyt-zigN5Big
Interface is bugging out - does not show the $LOUD tokens in wallet when claim is clicked
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$LOUD CA: EJZJpNa4tDZ3kYdcRZgaAtaKm3fLJ5akmyPkCaKmfWvd
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Probably going to sound crazy but
I like melted ice cream
I like to wait for it to melt before I drink it
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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Given Google's suite of products, I'm guessing they can implement an agent layer onto whichever makes sense
Eventually, we start paying for that automation - most likely a recurring payment
The more the agent is put to use, the more it learns about the user patterns and evolves to be more personalized - making the switching cost rather high
i am meme master
https://x.com/jinglingcookies/status/1929153996977054140
Flock’s price up by 85% in 24 hours
Here’s a TLDR
https://x.com/jinglingcookies/status/1929095891413279068?s=46&t=ywALktyM5ZCyt-zigN5Big
Perplexity seems to be growing to be an AI powerhouse
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An agent with the goal of optimizing user's expenditure, reducing the chances of falling into debt
https://x.com/jinglingcookies/status/1929057972367577286
What I got from this thread is that AI is still nascent
The thread is not 'well structured', there are a lot of different thoughts flowing
https://x.com/nickkokonas/status/1928863001509032352
Guide to $LOUD
https://x.com/jinglingcookies/status/1929024601658622304
Banking On Both
Quite a comprehensive piece on PayFi
https://aquanow.substack.com/p/banking-on-both
Parsec Weekly #119
Includes some brief information on participation in the Plasma chain investment
https://parsec.substack.com/p/parsec-weekly-119
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