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https://twitter.com/jinglingcookies Hey everyone, I love to research into various crypto verticals - anything and everything fun I’m from the Monad ecosystem team - if you are building something cool, do reach out! 🟣

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Who's coming to Singapore for SuperAI?

https://x.com/jinglingcookies/status/1932127618377318550

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Check out what happened in AI over the past week

https://x.com/snubeaver/status/1932100740635603168

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My thoughts on grants

https://x.com/jinglingcookies/status/1931959607498568104

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⚠️🇺🇸 Protests erupted in Los Angeles today as demonstrators gathered to voice their concerns over various social issues. Tensions flared in several neighborhoods, leading to clashes between protesters and law enforcement. Authorities are urging calm while monitoring the situation closely. The events are part of a broader wave of demonstrations across the country, reflecting growing public discontent. Community leaders are calling for dialogue to address the underlying issues fueling the unrest.

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The collapse in cost and time to insight is reshaping the frontier. What once required industrial R&D labs and years of iteration is now within reach of (a select) group of early stage startups armed with (a shit ton) compute and scrap.

A high level overview of Orbital is that it leverages world models and synthetic data to design new materials from scratch (not by searching libraries but by generating entirely novel compounds from first principles). Imo this blows the door open on IP generation, it's not just material discovery anymore.

Full Stack, AI Native (whoop in chris berman) Materials

Compute is becoming a core input in hardtech (who couldve seen that one) and the next breakthroughs wont come from the labs alone. Theyll come from tight loops between simulation and experiment where space is reimagined.

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curious to see which LLMs people are using nowadays

https://x.com/jinglingcookies/status/1931927070491464164

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https://semianalysis.com/2025/06/08/scaling-reinforcement-learning-environments-reward-hacking-agents-scaling-data/

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GenLayer

Aimed at allowing dapps to interpret real time global events

https://x.com/genlayer/status/1931751429586477516?s=46&t=ywALktyM5ZCyt-zigN5Big

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Comprehensive breakdown of what PMF entails

https://x.com/jinglingcookies/status/1931841137473618376?s=46&t=ywALktyM5ZCyt-zigN5Big

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Post on Human <> AI Relationships by OpenAI

https://x.com/jinglingcookies/status/1931719659474321794

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*buys Hinge premium*

ThIs IsSa BuSINesS exPEnSe

This is a joke - colleagues in this chat please do not alert HR

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Projects performing well on Base

- Keeta
- Giza
- The Innovation Game
- Mamo Agent
- Rei Network
- Noice App

https://x.com/ahboyash/status/1931707765183168586

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Thank you to the wise fren who shared this with me

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DeFi heads - check Nunchi out

https://x.com/nunchitrade/status/1931547311907217573

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https://x.com/rishotics/status/1931354340868194392?s=46&amp;t=ywALktyM5ZCyt-zigN5Big

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PARAGUAY PRESIDENT SAYS COUNTRY MAKES BITCOIN LEGAL TENDER: BBG

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: : [Report & Articles] A Blueprint for a KRW-Pegged Stablecoin for the Digital G2 Future
Written by Yongbeom Kim, Heechang, 100y, Hyobong Kim, Suhyeon Jeong, Jae Hyuk Lee

- With the launch of the Trump administration and its rapidly shifting stance on crypto policy, the global landscape is undergoing swift change. In South Korea, interest in KRW-pegged stablecoins is intensifying after the presidential election. The focus is no longer on whether to introduce a KRW stablecoin, but on how to design it.

- This newly released report builds on the foundational discussion in our previous publication, "The Necessity of KRW Stablecoins and Proposal for a Legislative Framework", and delves into the practicalities of issuance, usage, and accounting—drawing on global examples to outline what a functional KRW stablecoin ecosystem could look like.

▫️[Part 1] Structural Debates of Stablecoins (Yongbeom Kim, Hashed Open Research)
▫️[Part 2] Stablecoin Issuance Pipeline (Heechang, Four Pillars)
▫️[Part 3] Global Stablecoins Use Cases (100y, Four Pillars)
▫️[Part 4] Proposals for Issuing KRW-Denominated Stablecoins (Hyobong Kim, BKL LLC / Suhyeon Jeong, Shinhan Securities)
▫️[Part 5] Accounting, Taxation, and Regulatory Challenges of Stablecoins (Jae-Hyuk Lee, PwC)
▫️[Appendix] Frequently Asked Questions on Stablecoins (Suhyeon Jeong, Shinhan Securities)

Report Summary (Post)
Full Report (PDF)

FP Website | Telegram (EN / KR) | X (EN / KR)

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Current state of global chip supply & competition

https://x.com/mollysoshea/status/1931489990531539020?s=46&amp;t=ywALktyM5ZCyt-zigN5Big

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Drafting tweets right now and I just wonder - where does Mert's courage come from

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Low-float High FDV on Equities: Analysis of corporate crypto strategies

https://x.com/etherary/status/1931938522950181277

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The Hitchhiker’s Guide to the Virtuals

https://x.com/krma_0/status/1931806901433434473?s=46&amp;t=ywALktyM5ZCyt-zigN5Big

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Crypto is fast paced and stressful

If you meet someone that doesn’t understand a certain topic, and they are genuinely interested in learning about the topic, be kind, share resources, discuss, and learn together

Often, they would bring perspectives that someone entrenched in the topic will miss

A friend of mine, Sam, who runs a solo staking business is the best embodiment of that. Everytime I meet him I learn something new

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Some thoughts on Nvidia after reading stratechery:

First Order Effects
- inference usage skyrockets, nvidia gpu utilization hits all time highs
- CUDA remains global standard (Chinese OSS is coming)
- AI chips beyond Nvidia (AWS, Trainium, Google TPU, Chinese dupes) push to gain NVLink parity

2nd Order Effects
- Sovereign clouds (Asia/Middle) east seek composable GPU setups (plays into digital belt and road initiative)
- Model providers hedge against Nvidia lock in by building different toolchains
- Start to see inkling of orchestration + load balancing for heterogenous GPU/TPU/ASIC environments (Dria is supporting this) environment budding

3rd Order Effects
- Modular, interoperable data center design becomes standard (whats the probability that Nvidia goes the way of Cisco...)
- Open source standards go the way of fragmentation/geography, the heterogenous design wins out (a win for crypto and permissionless networks)
- jensen gets his wish and ingerence becomes the largest workload...

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https://x.com/rubenhssd/status/1931389580105925115?s=46&amp;t=ywALktyM5ZCyt-zigN5Big

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"The Illusion of Thinking" — Thoughts on This Important Paper

Research paper by Apple is gaining quite a bit of attention on Twitter

https://x.com/stevesi/status/1931581487465554384

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Seems slightly similar to hooks

https://x.com/WillPapper/status/1931402501959635069

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Writing about this at the moment

Passkeys are being adopted to enable agentic commerce

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God give me the courage to change things I can

The serenity to accept the things I cannot

The wisdom to know between the two

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Financial activity in Mexico

https://x.com/edumooreblog/status/1931388061868327400

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The Future of Search: A Retail & Consumer Goods Perspective

Discovery Optimization
1. Enrich your product data – AI can't recommend what it doesn't understand
2. Design for multi-modal discovery – Text, voice, image, video. Be everywhere your customers are
3. Optimize for humans and AI agents – Think APIs, structured content, and conversational relevanc

https://www.linkedin.com/pulse/future-search-retail-consumer-goods-perspective-mike-edmonds-5e5jc/

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