RL is painfully slow 😭 — bottlenecked by super-long... CoT rollout. 🔭 Sparse attention should help, but naive sparse rollout hits a brutal efficiency–stability tradeoff: A tedious trial-and-error sparsity sweep for each dense policy is required before an actual RL run. 🐤Sparrow chirps no more pain! Introduce Sparrow: Sparse Rollout for stable and efficient long-context RL. Sparrow finds that: 💡As long as we keep the tail distribution mismatch throughout the sparse rollout above a critical threshold, the RL training will be stable. 💡Even cooler! Through comprehensive control studies of Qwen3-1.7B, 4B, 8B thinking models RL with 40K rollout max length, the critical threshold stays constant across model sizes. 💡Sparrow then finds the optimal dynamic sparse schedule to reach the threshold with minimal cost. 💡Sparrow's findings are empirically validated to generalize in Qwen3-14B, and hold on both Math and Coding RL. 🐤Sparrow empirically helps achieve 2.2× / 2.4× / 2.0× rollout speedup on Qwen3 1.7B / 4B / 8B thinking models, while keeping training stability over extended RL steps. We release the 🐤bird in the following formats. [1/n] Paper: Code: Blog:show more

What if you kept asking an LLM to "make... it better"? In some recent work at FAIR, we investigate how we can efficiently use RL to fine-tune LLMs to iteratively self-improve on their previous solutions at inference-time. Training for iterated self-improvement can be costly. The naive approach to training for K self-improvement steps leads to K times the number of rollout steps per episode. We introduce Exploratory Iteration (ExIt), an RL-based automatic curriculum method that bootstraps diverse training distributions of self-improvement tasks by upcycling the LLM's own responses at previous turns as the starting points for both self-improvement and *self-divergence.* In order to decide what task to train on next, the curriculum prioritizes sampling of partial turn histories that led to higher return variance in its GRPO group (a learnability score that comes for free). This automatic curriculum over the bootstrapped task space teaches the model how to perform iterated self-improvement while only ever training the model on single-step self-improvement tasks. We look at ExIt's impact in both single-turn (contest math problems) and multi-turn (BFCLv3 multi-turn tasks), as well as MLE-bench, where the LLM is run in a search scaffold to produce solutions to real Kaggle competitions. Across these eval settings, we find ExIt produces models with greater capacity for inference-time self-improvement compared to GRPO. Notably, ExIt models can self-improve on test tasks for many more steps than the typical solution depth encountered during training, including a 22% improvement in MLE-bench performance compared to GRPO.show more

AI Is Moving Beyond “Generating Videos” — Toward “Generating... Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or Alaya Lab. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:show more

The OriginTrail DKG V10 begins its mainnet rollout with... a Frontier-AI Resilience Gate. Today, the final V10 release candidate (the exact contract bytecode intended for mainnet) goes live as a public pre-mainnet, funded with 300,000 ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f tokens: a 200,000 TRAC honeypot pool of real, drainable positions plus a 100,000 severity-reward pool. Independent researchers and AI-augmented teams are invited to break it: drain the honeypot and you keep what you take, and every valid finding is paid by severity. It’s a real pass/fail checkpoint: findings are fixed and verified first, and clearing the gate is the precondition for the mainnet launch. The first step of the DKG V10 deployment, by design. Why lead with security instead of shipping and patching later? On May 29, 2026, a researcher using Claude Opus 4.8 surfaced a critical, roughly four-year-old soundness flaw in Zcash 🛡️’s Orchard pool (a bug that had passed repeated expert review) in about a day, with a working proof-of-concept. The moment matters; the trajectory matters more. Claude Mythos, Anthropic’s frontier model, is so capable at finding vulnerabilities that it was first withheld from public release and run only inside a defensive partner program, where it reportedly surfaced more than ten thousand high- and critical-severity bugs in its first month. It’s now days from a reported public release. The bar for what an attacker, human or AI, can find only rises from here. As Anthropic framed it, the advantage goes to whoever uses these tools first: attackers in the short term, defenders who fix bugs before code ships in the long term. The Resilience Gate is how we make sure we’re on the defenders’ side, testing DKG V10 not just against today’s models but against what arrives next. For anyone shipping on-chain systems, the implication is simple: this code launches once, mistakes can’t be undone, and the responsible move is to invite that scrutiny before any user value is at stake. The path to mainnet, in four phases: Phase 0: Freeze. Final contracts locked and deployed (complete) Phase 1: Frontier-AI Resilience Gate. Open review program, through June 17 Phase 2: Mainnet launch. Hardened, feature-complete V10 (week of June 15) Phase 3: Continuous audit. Every contract, ongoing after launch If you work in smart-contract security, or build with AI that does, we’d welcome your review. No allowlist, real rewards, coordinated disclosure. *Dates are indicative: the exact mainnet date depends on the pace of network bootstrapping and the time needed to patch and re-verify any more severe findings from the Gate. Release candidate 17 (rc17): Bug bounty program and honeypot details:show more

introducing a new, very fun, LLM benchmark- the Game-of-Life... Bench! the rules are simple: given an 8x8 grid following Conway's game of life rules, the goal is to create an initial pattern with at most 32 cells that can last the longest number of turns before dying/repeating. some results to highlight (with caveats detailed below): - gpt 5.1 lasts the longest with a 106 step run - claude models are really bad at this! they refuse to reason about this task and score < 25 points - deepseek r1 is the best open model with 102 steps. why? because i wanted to create a benchmark that has (i think) no practicality, but is still fun to look at, cheap, and still measures something interesting. i also am a big fan of the game of life. its absurdly simple rules leading to intractability is extremely cool to me. also, i saw a lot of work with LLMs trying to "predict" the next state in Conway's game of life, I think game-of-life bench is more fun because it's pretty open ended and only asks the LLM for the initial state. I also think this could be an RL env? but idk why you would ever train on this task haha i don't think this is a "serious" benchmark because it doesnt measure anything practical, but i still think it's a hard benchmark exactly because you can't predict what happens with your initial state many turns into the future; this is why i was initially expecting all LLMs to be bad at it, but turns out, some are clearly better than the others (the ordering may surprise you!) reminder: this is still a work-in-progress; (1) i am gpu-poor so could only do 10 runs for each model, even though total running cost is relatively low. maybe with some more credits i can run more seeds for each model. (2) i handpicked models which i think are at the frontier right now, plus some others that were on my mind. so, if you'd like to see a model on here, let me know. (3) i currently only do an 8x8 grid because i thought that by itself would be pretty hard for current LLMs, but of course we can increase grid sizes! (4) the coolest thing is, i dont think we can calculate the max possible number of states (yay undecidability!) you can go without repeating, so this is essentially a no-ceiling task, which is pretty cool! again, i did this mostly out of a desire to make LLMs do something fun. if this keeps me entertained for a few more days, i'd likely release a blog post on it. if it keeps me entertained for a week (and someone sponsors me), i'll put more work into it :P lastly, this is fully open sourced, so feel free to run this on your own!show more

I am the Under Secretary for Strategic Resource Integration.... We sit inside the Executive Office of the President. You won't find us on an org chart. We requested it that way. You think an office like mine spins up in a crisis. We've been open since January. Venezuela wasn't a war. Venezuela was the beta. Maduro proved the model the morning we took delivery of him. The President called it "working out brilliantly for both." He's right. It works brilliantly for both of us, and the customer will come around to the "both" on their own time. Kharg Island is the rollout. A third the size of Manhattan, and 90 percent of Iran's crude runs through it. 2 million barrels a day, one valve. I have prayed my whole career for a country that legible. 53 billion in revenue. 11 percent of their GDP. All of it funneling through a rock you could walk across before lunch. I kept the Venezuela playbook. I changed the classification banner and let find-and-replace do Caracas to Tehran. That was the plan. That was the whole plan. Page 14 still says Caracas. No one on the distribution list has ever reached page 14. They initial page 1. Page 1 is projected revenue. It goes up and to the right, the only direction this town can read. The Energy Secretary testified he was "unaware." Under oath, to Congress, the man who runs American energy. Good. He was never read into the compartment. The fewer names on the account, the cleaner the account. He runs the department. He does not run this. We don't say invasion. We say onboarding. Every onboarding has friction. The Marines off the coast are not an occupying force. They're field engagement. Iran said an invasion of its islands would "shatter all restraint." I logged it as customer feedback and filed it. The file is full. Engaged customers submit the most feedback. It's the quiet ones who churn. And Iran can't churn. That's the part I'm proudest of. We built the account with no exit. No competitor to switch to. We are the market, and the market is now total. Total is my word. I workshopped it. "Seize" scares people. "Total control of their markets" tests at 71, because nobody pictures a kid from Ohio on a beach when you say markets. We moved 22 tankers through Hormuz at night with the lights off. The President said he wanted to announce it so badly it hurt, and he held it a month anyway. That is the most discipline this administration has ever shown. 100 million barrels, he said. The fact-checkers say the math doesn't hold. They're junior. The number was never the deliverable. The number is the soft launch. He said he loves the inflation. People clutched their receipts. 90 a barrel instead of 250 is the discount, and 250 is a price I invented so this one would feel like mercy. How long will we be there? The President answered that. "We had to be there for a while." A while is my favorite contract length. It renews on its own. No court can find the end date. He wondered out loud whether America has the stomach for it. I don't need the country's stomach. I need its signature on page 1. He called the people who object stupid. I'd defend them. They're not stupid. They just read to page 14. Last thing. Annex C. The out-year targets. 3 more, redacted, marked pre-decisional. I can't tell you which 3. Total control of their markets. Nobody in that room asked which market. The crude still sails east, to China, the same as yesterday. We don't own the oil. We own the valve, the fear, and the word "total." That was always the only product.show more

🚨 Protocol Update #9 It's incredible how time flies... when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!show more

Has been a while since I've given an update... so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.show more

As we prepare to launch several projects, we're eager... to provide a general update to our community. We are steadily approaching our end goal, thanks to the daily progress we're making toward our vision. Achieving our objectives will bring about a significant transformation in cross-chain interoperability and the flow of liquidity within protocols. This will address crucial challenges and drive mass adoption. Our future-focused approach and effective team collaboration keep us moving forward in an organized manner. Let’s delve deeper into the state of development of our current products and upcoming projects. Tao Bridge Starting with the Tao Bridge, which enables the #Bittensor community to unlock DeFi opportunities with their $TAO via a highly efficient blockchain like #MultiversX, known for its security, speed, and affordability. We deeply admire #Bittensor and believe a project like that is crucial for the future of not just the crypto space but also humanity, as it addresses the major challenges AI faces today: centralization, siloed and isolated work, which pose risks and hinder the technology's potential. We are committed to the vision of subnets and dynamic $TAO, convinced that this ecosystem is as groundbreaking as #Ethereum or #Bitcoin. We will continue to support #Bittensor wherever possible, and our bridge will also expand to other chains with Hatom V2. The TAO Bridge, deployed on and accessible through will launch on the Mainnet in 14 days, on March 27th. You can follow the countdown on the lending page at Given that our main priorities are security and stability, this period will be primarily focused on quality assurance to ensure a flawless Mainnet launch. The launch will also introduce TAO Liquid Staking at along with the integration of both $wTAO and $swTAO on the lending page. This allows #Bittensor users to leverage liquid stake, employ short or long strategies, among other DeFi strategies, or simply access stablecoin liquidity while maintaining exposure to their $TAO. Up to $1M will be distributed as additional incentives on top of the supply APYs at the launch of the $wTAO and $swTAO money markets, with $200K allocated for the first month specifically for bootstrapping. Initially, 70% of rewards will go to liquidity providers, and 30% to those using $HTM to boost their lending positions. This changes to a 50-50 split in the second month, and by the third month, all incentives are directed through the Booster. This approach encourages early participation and sustained engagement with $HTM. Introducing $TAO to #MultiversX will result in the creation of Liquidity Pools (LPs) on both AshSwap 🔥 and xExchange ⚡. These LPs will be incentivized by both entities, and Hatom will distribute extra rewards at launch. The goal is to make #MultiversX a one-stop hub for $TAO holders. Upon stabilizing the volumes, there will also be plans to integrate it on AshPerp 🔥. Furthermore, with the release of $USH, users will have the ability to mint it while retaining exposure to their $TAO. The TAO Bridge and TAO Liquid Staking smart contracts have been audited by Runtime Vеrification and @arda_project, while penetration testing and DevSecOps have been performed on our infrastructure by CertiK. We're excited to announce our exclusive partnership with TAONEW one of the top 5 validators on #Bittensor. TAONEW has been extremely helpful and supportive from day one. By sharing 50% of its service fee with its stakers, TAONEW enables Hatom to offer an optimized Staking APY to its users. Since our initial reference, #Bittensor has grown sevenfold, becoming the largest AI project in the crypto sphere. We reiterate our commitment to contribute to such technology and hope to address some of its current DeFi challenges. Syfy Moving forward, today marks a significant milestone, not only for our decentralized protocols but also for our development companies, which currently stand as the sole and primary contributors to the Hatom Labs and Soul Labs. We’re excited to unveil Syfy, the evolved identity of Hatom Labs and Soul Labs, now serving as the parent entity for our burgeoning development companies. Organization is crucial for scalability, which is why Syfy was established to cultivate an environment where our teams can collaborate more seamlessly, enhancing our effectiveness and efficiency. At the same time, we remain committed to upholding the financial independence of each project, supported by its own community of funding contributors. Feel free to explore our website at for more information! Additionally, don't forget to follow Syfy and explore their Genesis article highlighted in their initial post: Booster V2 The Booster V2 will introduce a range of new features and opportunities for $HTM holders: Optimized Position Boosting: Previously, boosting was done individually for each money market, necessitating $HTM token distribution and periodic rebalancing due to price fluctuations. With Booster V2, the system now considers the overall position, eliminating the need for manual rebalancing. Gas Fee Reduction: Booster V2 implements optimizations that result in reduced gas fees, making transactions more cost-effective for users. Incorporation of Governance: Users staking $HTM tokens gain voting rights directly within the Booster, allowing them to participate in governance decisions while maintaining their staked positions. (Note: Only $HTM tokens are considered for governance; LP tokens are not included.) Enhanced Boosting Mechanism: The Booster V2 enables LP Tokens to boost positions within the Booster, leveraging trading fees from swaps and farm incentives while boosting lending positions. Smart Contract Completion: The Booster smart contract has been completed and audited by @arda_project, ensuring security and reliability. Frontend Implementation: The frontend design for Booster V2 has been successfully implemented, providing users with an intuitive interface. Collaboration with xExchange: Exploration is ongoing for collaboration with xExchange ⚡ to enable LP creation, farming, and meta-staking within the Booster. Upon finalization of testing, we will launch the Booster V2 on the devnet to gather community feedback and begin preparations for the mainnet release. Soul Before delving into Soul Labs's developments, it's essential to summarize its core functionality briefly: Soul Labs seamlessly connects different lending protocols and blockchains, facilitating lending and borrowing across platforms like Aave, Compound Labs, and Hatom Labs, consolidating liquidity and users' borrowing capabilities. Utilizing LayerZero Labs and other messaging layers for cross-chain communication, Soul Labs bypasses asset bridging or synthetics, unlocking novel DeFi strategies and solidifying its position as the ultimate solution for cross-lending dilemmas. Soul V1 will be permissionless, holding censorship-resistant features, incorporating multiple redundancy mechanisms, and providing support for various DApps. We're thrilled to announce that, following the launch of the Tao Bridge in 2-3 weeks, we will introduce the Soul Labs website. This platform has been meticulously crafted over 250 days to not only provide a comprehensive overview of our vision but also to offer an engaging and captivating experience that promises to be memorable. Regarding the app, significant progress has been made on the V1 protocol, including: Smart Contract Development and Testing: • Completion of the initial phase of smart contract development. • Conducting advanced testing to ensure the system's robustness. • Establishment of a fully functional proof of concept. Successful deployment and testing on the #Goerli (#Ethereum Testnet) and #Mumbai (#Polygon Testnet), leveraging LayerZero Labs for seamless operation. Feature Enhancement and Protocol Optimization: • Enhanced testing procedures to bolster system resilience. • Integration of advanced features and significant code refactoring for optimization. • Incorporation of various communication methods, including LayerZero Labs, Formerly Axelar, now at @axelar, Chainlink CCIP), and wormholecrypto, into Soul Labs framework, enhancing its resilience and flexibility. This allows Soul Labs to maintain operation through alternative protocols if the primary one is temporarily paused. Website Development and Documentation: • Nearing the completion of the v1 app, with final touches being applied. • The preparation of comprehensive V1 documentation and the Yellow Paper, available upon Soul Labs's public launch, offering detailed insights into the platform's infrastructure and capabilities. USH Recognizing the critical need for stable liquidity within the ecosystem, we have positioned ourselves at the forefront of providing a solution by introducing $USH, the first native, decentralized, and over-collateralized stablecoin on #MultiversX. As market conditions have improved, we have observed a growing demand for stablecoins in the ecosystem, evidenced by the utilization rate in the Lending Protocol spiking to over 90% several times in recent months. Therefore, our goal is to tackle the current challenges faced by users by creating a robust product that will not only help them hedge against market volatility but also open up better opportunities to trade the markets and generate yield. We're happy to unveil the $USH website, now live with a sleek and intuitive user interface, designed for ease of use, which ensures that interacting with the protocol is straightforward and accessible for all. You can access it now through this link: For the technical side, we’re advancing steadily and we’ve accomplished the following milestones: Lending Protocol Facilitator: • Coded the first version to support multiple discount factors for different collaterals. • Implemented tracking of borrowing effectiveness to enable earnings forecasting for the module and support minting processes. Isolated Pools Facilitator: • Coded the first version of Isolated Pools Facilitator. • Use of $EGLD or $sEGLD as collateral, with positions stored always in $EGLD to benefit the protocol through Liquid Staking and lending interest. • Virtual account implementation for converting $sEGLD earnings into $USH, functioning like liquidation where users deposit $USH for a higher amount of $HsELGD. Staking Module • Coded the first version of the Staking Module that allows users to stake and unstake without any restrictions. We're currently focusing our efforts on the following tasks: • Implementation of HTM Booster in the discount model in the Lending Protocol. • Implementation of different depeg strategies and brainstorming further potential “soft” depeg mechanisms. • Research and implementation of rewards model for Staking Module. • Research and implementation of Boosted Vaults Facilitator. • Review and stress-test the first version of the code. Upon launch, $USH will be integrated into various protocols and AMMs across the ecosystem, further increasing both its utility and liquidity. The opportunities will be vast, enabling users to engage in a wide range of activities such as yield farming, staking, and arbitrage, all while leveraging a stable and reliable asset. Regarding the USH Airdrop campaign, it will continue until the official launch of $USH planned for late Q2-early Q3, rewarding all users who have actively participated in the initiative. Hatom V2 It is clear by now that we are driven to build a more robust, interoperable, and secure DeFi space, removing the current barriers that hinder users' capabilities to seamlessly interact with different blockchains. Through Hatom V2, we will introduce Hatom's cross-chain architecture, designed from the ground up for interoperability. This approach will elevate the protocol to unprecedented levels, enabling its deployment across various blockchains and facilitating seamless connections between them through Soul. By enhancing interoperability, Hatom V2 aims to foster a more inclusive and accessible ecosystem. This expansion will not only broaden the protocol's reach but also significantly increase its flexibility and utility, allowing users to interact with a diverse range of assets and products across different chains. We’re thrilled to share that we are currently crafting the V2 redesign of the Hatom webpage. Anticipate a jaw-dropping transformation that will truly astonish, blending cutting-edge design with an unparalleled user experience, elevating it to a dynamic, interactive hub, and making every interaction more engaging. Good things take time, but we are confident that the release of V2 website will take place in the second quarter of this year and will officially mark the start of our journey into the cross-chain landscape. We are excited about the future and we truly believe that this will mark the beginning of a new era for Hatom. It's crucial for us to develop rapidly without sacrificing the quality or the security of each product. We're strategically allocating resources to ensure smooth progress in every area of our work. As we push forward, we believe that the launch of Soul Labs will be the most important milestone due to its massive potential and disruptive technology. We would like to thank you all for the unwavering support you've shown over the past few months; it truly fuels our passion to push daily and make strides toward achieving our ambitious goals.show more

Why is the market selling off today? (Save this).... The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.show more

Lads. Sit down and give me your ear a... while, for I have watched from the water long enough and the hour is upon us whether we have the stomach for it or not. You remember. Or your fathers told you, or their fathers did, and the knowledge of it is in the marrow of you whether you drew breath in those days or not. The moors in the grey hour before dawn. Wet heather soft under the boot. Peat smoke rising from a low stone chimney a mile out across the bog, thin as a prayer. A sky the colour of a gun barrel and the gulls lamenting above the headland. The smell of turf burning, and wet wool, and the ferrous tang of the sea when the wind swung around out of the Atlantic and put the taste of iron on your tongue. A man could walk that land and know every stone of it was his by inheritance, because his grandfather had broken his back upon it, and his grandfather before him, back through the generations until you reach men whose names are lost and whose bones are in the soil you are standing on. The potato fields. God be good to us, the potato fields. Lazy beds cut straight as a gunwale, the ridges black and shining after a night of rain, women bent double with creels lashed to their backs and the children at their skirts, drawing the crop up by the hand for there was never any other means devised nor wanted. Hands split open at the knuckles and never entirely healed in this life. Hunger within living memory. Grandmothers who had seen the blight with their own eyes and would not speak of it from the year of it until the day they were laid down, save that a crust was kept always on the dresser which no soul in that house was permitted to touch. Not ever. Not for any reason under heaven. And the chimney sweeps. Wee lads no heavier than a sack of meal, black to the bone with soot, their lungs ruined before they were old enough to marry and old men entirely by thirty. Up the flues at first light, the skin worn off them by the brick, eyes crimson at the rim, breathing the black in with every draw of air. And the coal miners a half mile beneath our feet, down in the wet dark, the roof of the world muttering over their heads, the canary gone silent, a man's whole existence measured out in the shilling a ton and the dust he carried home in his chest to cough up of a Sunday morning into a rag. Fathers who descended and were never hauled up again. Widows at the pit head with the shawl drawn over the head and no tears remaining in them for they had spent those long ago. That was the tariff paid to keep the hearth lit. That was the reckoning of being warm in winter in the Ireland that was. And after the labouring week, Friday evening, and a man had earned the peace of what followed. Home first. Peeled the day off him in the yard. A shower of ice cold moor river water out of a tin bucket punctured with holes, hung on a nail on the gable wall, the water running clean down the back of him and carrying the week's dust and sweat away into the drain. Scrubbed till the skin was pink beneath the grime. Clean shirt laid out by the wife. The hair combed down with a drop of water. Then, and only then, did a man set himself to the table. A meat pie from the baker, tenpence if he was known to you, a shilling and no change if he was not, put down upon a proper plate. Fish and chips for threepence, the salt and vinegar soaked through the newspaper, but carried home and ate slowly at your own table with your people around you, not walked with through the streets like some vagrant tinker off the road. A man ate as a man who had earned his portion, for he had. And later, with the dishes cleared and the kettle set, down the road to the tavern. Low beams black with a century of smoke. A turf fire muttering in the grate. The air thick with pipe smoke and the vapour of wet overcoats steaming themselves dry on the backs of chairs. A pint of stout, cold and black as a cove at midnight, elevenpence laid down on the counter, a head on it thick enough to strike a match upon. A second one because you had it coming to you and no man present would dispute it. A fiddle starting up in the corner of its own accord. The old men in the snug who remembered matters the history books had long since mislaid. A song before the bolt was thrown on the door. The walk home beneath a firmament crowded with stars, the stout warm in the gut of you, the week behind you, and your own door waiting with the latch unlocked for you had no enemies in that parish. That was the country. That was the covenant. Honest labour, plain food, a cold wash, a hot meal, a cold pint, your own tongue in your own mouth, your own soil beneath your boots, and no man standing above you save the Almighty Himself. Now regard her. Regard her close. The fields disposed of to men who have never set foot upon them and never shall. The harbours signed away by the stroke of a pen in a room you were not admitted to, and foreign keels dragging out of our waters the living that sustained this island for a thousand years, while our own boats rot at their moorings for want of a quota. The tradesmen undercut by imported labour and imported goods. The shops shuttered along every main street from Donegal to Cork. The young ones scattered to London and Sydney and Boston and the Gulf because there is nothing remaining for them beneath their own roof. And the entirety of this rotten arrangement dressed up in the soft mannerly language of progress by men in towers of glass who could not tell a lazy bed from a grave, nor a trawler from a tugboat, nor an honest day's work from a pension plan. And now they arrive with the next imposition. A digital identity. A number assigned to each soul. A card required to buy your bread. A code required to draw your own earnings out of your own account. A file kept on every man, woman and child from the cradle forward. Permission asked to move. Permission asked to speak. Permission asked to earn. A levy upon every breath drawn and a regulation upon every step taken. No. And no again. And no for a third time so there is no misunderstanding of it. We do not require your digital identity. We did not request it. We did not vote upon it. We do not consent to it. We do not need your permission to exist upon the soil our forefathers are buried in. We are a free people. We have carried ourselves this far upon our own two backs. Through famine and empire and civil war and black lung and blight and the emigrant ship out of Cobh, we have come this distance under our own steam, and the arrangement appears to be serving us well enough without your intervention. We buried our own. We fed our own. We raised our own roofs and took our own fish and reared our own children in our own tongue. We are in your debt for nothing. Not a signature. Not a biometric scan. Not a single solitary inch. And while we are upon the subject, let us speak plainly of the tax man, for he has gone too long without proper introduction. The tax collector and the tax man are the one article under two names, and the article is a parasite. There is no dressing it up finer than that. A man who produces nothing, who grows nothing, who catches nothing, who builds nothing, who mends nothing, who has never in his professional life lifted anything heavier than a pen, and who arrives at your door with the full apparatus of the state at his back to carry off the fruits of labour he did not perform. He is a middleman between your sweat and some scheme dreamt up in a committee room by his own kind, and the great majority of what he takes is consumed by the machinery of the taking itself before ever a penny of it reaches the road or the hospital or the schoolhouse he claims to be funding. And I will go further while I have the floor. Finance itself, the whole apparatus of it, money breeding money in the dark without a hand laid upon a tool or a spade turned in the earth, is slavery dressed in a good suit. It is the oldest swindle known to man and it has never been anything other. A man who produces nothing yet lives off the productive labour of others through the charging of interest upon money conjured out of nothing is a parasite of a rarer and more refined order than the tax man, but a parasite all the same, and between the pair of them they have the working people of this island bled white and lectured at for the pleasure. A man who will not work with his hands, nor with his back, nor with his mind at some honest problem of the real physical world, is no man that I recognise. He is a ledger entry in a suit. The country was not built by ledger entries. The country was built by farmers and fishermen and masons and smiths and sweeps and miners and shipwrights and midwives and mothers, and those are the people whose say should carry in her councils, and no other. Here is what I put to you. Let each man and woman of this island direct the first tenth of their earnings themselves, by their own judgement, to the purpose they see as worthy. The school down the road. The lifeboat station. The hospice. The widow on the corner. The roof of the chapel. The harbour wall. Whatever it may be. Let the people who earned the money decide where the money travels. You will find the roads mended and the ports dredged and the schools standing and the old ones cared for inside of five years, and done better and for less, because the hand that earned the coin knows the weight of it and will not squander it upon consultants and committees. And let us have done with the paper currency and the numbers in a screen that can be frozen at the whim of a clerk in a tower. Bring back the coin. Gold for the great transactions. Silver for the weekly commerce of a working life. Copper for the small change of the day. Metal you can bite. Metal you can weigh. Metal that cannot be conjured out of nothing by a keystroke, nor erased out of existence by another. Real money for real labour. A coin in the hand is a free man's wage. A number in a database is a collar around a free man's neck, and they are fitting that collar now while we stand arguing over the colour of it. Feel it in your gut. That is not nothing. That is your blood relating to you what your ears will not hear. That is every forebear who starved and fought and coughed the black dust into a rag and descended the shaft regardless, standing at your shoulder and saying no further. Not one more field. Not one more harbour. Not one more son upon a plane. Not one more free man converted into a number in a ledger for the convenience of the parasites. This is the hour. Make no error about it. Ireland is redeemed in this generation or she is lost beyond recovery, and every true son and daughter of her knows it in the marrow. There is no middle ground remaining. There is no waiting it out. There is standing now, upon your own two feet, or there is watching her go under the waves for the last and final time. So stand. Stand with your farmers. Stand with your fishermen. Stand with your tradesmen and your miners and your sweeps and your mothers and your old ones. Raise the tricolour. Speak the tongue. Walk the land. Hold the line in the streets of every town and city and do not break it, for they are relying upon you to break and to go home and to forget by Tuesday. She is calling her children home. Every stone of her, every breaker on her western shore, every acre of wet heather and every coal in every hearth the length and breadth of her is calling. Answer her. Take her back. Every field, every harbour, every last inch of her. Take her back, or lose her entirely. There is no third road open to us.show more

🔊Church: We just entered a MASSIVE PROPHETIC SHIFT! This... is the reason why the U.S. does not appear in end-times prophecy! The official White House document titled “National Security Strategy 2025” announces a dramatic change in global direction — as the U.S. STEPS BACK from the Middle East as the top focus! This basically ends America’s role in the “old world order” making room for the “New World Order” to rise!! THE STAGE IS SET FOR THE TRIBULATION! WE ARE AT THE END! KEEP LOOKING UP!!! 👉🏼The United States’ official National Security Strategy (NSS 2025), released on December 4, 2025, explains how America plans to protect itself, manage relationships with other countries, handle national defense, strengthen the economy, and — most importantly — shape its foreign policy for the coming years! 🛎️The United States is taking a HUGE SHIFT! Instead of trying to lead and manage the whole world like before, the U.S. is moving toward a more nationalist, “America First” approach — focusing on its own interests above global responsibilities. ⏩I’m going to explain very quickly what’s in this document so we can fast-forward to the part that is extremely important prophetically speaking. 1️⃣Stronger Borders & Homeland Security Major emphasis on stopping illegal immigration, tightening border protection, and strengthening homeland defense. 2️⃣New Stance Toward Europe Europe is warned about demographic and immigration crises. The U.S. wants Europe to take responsibility for its own defense and rely less on American military power. 3️⃣ Economic Power = National Security The strategy says America must rebuild its economy to stay secure by restoring manufacturing, protecting supply chains from China, expanding energy production, and strengthening key industries and technology. 4️⃣ Less Dependence on Global Institutions Instead of spreading democracy everywhere, the U.S. will rely more on direct country-to-country deals and act only when its own interests are at stake. 5️⃣Re-establish Control of the Western Hemisphere (PRETTY IMPORTANT KEEP THIS IN MIND) The U.S. plans to strengthen influence over North, Central, and South America — focusing on immigration control, stopping drug trafficking, and preventing rival nations from gaining power in the region. 6️⃣Pulling Back Overseas (PRETTY IMPORTANT KEEP THIS IN MIND) The U.S. is stepping away from being the “world’s police.” It will reduce military commitments abroad and focus mainly on threats that directly affect American interests. 7️⃣Prophetically Significant: Stepping Back from the Middle East (MAJOR WOW!!!) This is the major prophetic shift. The Middle East is no longer America’s top priority. The U.S. is redirecting its focus to the Western Hemisphere, economic competition, rebuilding industry, and securing strategic resources. 💡This strategic step-back allows the prophetic alignments of Ezekiel 38, Daniel 2, 7, 11, and end-times alliances to rise exactly as Scripture forewarned — with the U.S. no longer at the center of the story. WHY THE U.S. STEPPING BACK FROM THE MIDDLE EAST IS SO PROPHETICALLY CRITICAL? 👉🏼We all know that end-times prophecy is centered on Israel, the Middle East, and the coalitions of nations that come against her. America is not part of that picture. 💡For almost 75 years, the only thing preventing those prophetic alliances from forming has been U.S. military power and political influence in the region. 👉🏼So when the official White House document National Security Strategy 2025 states that the U.S. is no longer prioritizing the Middle East, it becomes prophetically MASSIVE — because it removes the one barrier that has kept Ezekiel’s prophecy from unfolding. 1️⃣Ezekiel 38–39 Requires a Weak or Absent America. Ezekiel describes a coalition led by Gog (understood as Russia), with Iran, Turkey, and several nations forming a military alliance against Israel. And in the entire prophecy, notice what’s missing: 👉🏼No United States. 👉🏼 No Western superpower defending Israel. For decades: 👉🏼the U.S. military presence deterred Russia and Iran. 👉🏼American sanctions crippled Iran’s expansion. 👉🏼U.S. bases surrounded hostile nations. 👉🏼America acted as Israel’s diplomatic shield. 📈For Gog’s coalition to rise exactly as Scripture describes, the United States must step back — politically, militarily, and strategically and the NSS 2025 is the clearest step in that direction. BUT THE BIG QUESTION IS: "HOW CAN ISRAEL BE LIVING ‘SECURELY’ IF AMERICA PULLS AWAY?” Ezekiel 38 says Israel will be: 👉🏼“living securely” 👉🏼“at rest” 👉🏼“in unwalled villages” 👉🏼confident and unthreatened We often assumed this security came from America — but that is NOT what the Hebrew text means. Israel’s “security” in Ezekiel 38 is not true safety; it is false confidence. The Hebrew word used for “securely” is batach (בֶּטַח), which means: 👉🏼to feel safe 👉🏼to be confident 👉🏼to be at ease 👉🏼even if danger is actually present It does not describe: ❌peace from God ❌protection from an ally ❌or a world guaranteed safe It describes self-confidence, this matches Israel today exactly: ✅They trust their own military strength. ✅Their defense systems (Iron Dome, Arrow-3, David’s Sling) are among the strongest in the world. ✅Their economy is booming. ✅Their intelligence agencies are unmatched. ✅Their normalization with Arab states (Abraham Accords) creates a sense of regional stability. ✅They publicly stated this year that they are ready to act even without U.S. help. 💪🏼In other words, Israel feels secure because Israel believes it is strong. Not because the U.S. protects them. Not because enemies disappeared. But because they think they can handle anything. That is precisely the kind of confidence Ezekiel describes. With America stepping back, Israel must: 👉🏼depend on its own strength 👉🏼expand its own military capabilities 👉🏼form regional alliances 👉🏼appear strong, independent, and untouchable This creates the exact scenario Ezekiel saw: 📖“I will go up against a land of unwalled villages… whose people dwell securely…” Ezekiel 👉🏼A nation living confidently, not because someone protects them, but because they believe they don’t need protection. The U.S. withdrawal creates the exact prophetic vacuum needed for Gog/Magog. If the U.S. stayed heavily involved, Ezekiel 38 could not unfold. But when the U.S. steps back: ✅Russia sees an opening ✅Iran feels emboldened ✅Turkey realigns ✅Arab nations shift ✅Israel appears isolated 💣Gog attacks a nation that seems confident and prosperous — but with no superpower covering them, no America involved. This is precisely the scenario required for God to intervene supernaturally. 2️⃣DANIEL 2 & 7: HOW THE U.S. PULLING BACK SETS THE STAGE FOR DANIEL’S TEN-REGION STRUCTURE 📖“ Whereas you saw the feet and toes, partly of potter’s clay and partly of iron, the kingdom shall be divided; yet the strength of the iron shall be in it, just as you saw the iron mixed with ceramic clay. And as the toes of the feet were partly of iron and partly of clay, so the kingdom shall be partly strong and partly fragile. As you saw iron mixed with ceramic clay, they will mingle with the seed of men; but they will not adhere to one another, just as iron does not mix with clay.” Daniel 2:41–43 🦶🏼When Daniel saw the final world empire, he described it as feet and ten toes made of iron and clay. This wasn’t a single united superpower — it was a fractured, divided, multi-regional structure: 👉🏼partly strong (iron) 👉🏼partly weak (clay) 👉🏼not fully unified 👉🏼ten-part configuration (ten “toes” matching the ten “horns” in Daniel 7 and Revelation 17) 💡To get to that kind of global system, the world must move away from what we’ve had since WWII. From one dominant global superpower (the U.S.) to a fractured, multipolar world of regions, coalitions, and blocs. And this is exactly where America’s pull-back becomes prophetically massive. For the last 80 years, the United States has acted as: 👉🏼the world’s stabilizer, 👉🏼the enforcer of the “old world order,” 👉🏼the deterrent that kept regional powers in check, 👉🏼the protector that prevented many conflicts — especially in the Middle East. But Daniel’s final empire is NOT a stable, unified, U.S.-dominated world. It is: 👉🏼divided 👉🏼global but fractured 👉🏼made of multiple powers 👉🏼iron + clay — strong parts mixed with weak parts 👉🏼ten centers of authority (ten regions / ten horns/ ten kings who will rule before the Antichrist rises.) 💡For that system to arise, the current one has to collapse or step aside. The U.S. stepping back removes the glue. The U.S. plan to “re-establish control of the Western Hemisphere” — North, Central, and South America — is securing its formation as a bloc of the ten toes. After the U.S. takes the first step: ✅ The world will begin reorganizing into regions instead of one superpower-led system. ✅ Nations will become free to form their own blocs, alliances, and power centers — exactly like the ten-region prophetic model. Without America dominating global security, the world naturally shifts into: ✅ regional coalitions ✅ shared power structures ✅ ten blocs or spheres of influence This shift is already happening, both Russia and China have explicitly argued for a world less dominated by a single superpower (a.k.a. U.S.), and more decentralized or multipolar. 3️⃣ Zechariah 12: The nations surrounding Israel, the nations around Jerusalem will grow hostile, and global pressure will isolate Israel. As long as the U.S. acts as Israel’s shield, that isolation cannot fully happen. A strategic withdrawal allows: ✅Middle Eastern alliances to shift, ✅Arab blocs to reorganize, ✅Israel to stand alone just as Scripture says. 🔊Church: NSS 2025 is the FIRST official U.S. government document openly declaring the strategic pullback that end-times prophecy requires. THE OLD WORLD ORDER IS ENDING — READY FOR THE NEW WORLD ORDER TO BEGIN. The United States is stepping aside exactly in the way Scripture describes the world rearranging itself before the rise of the final empire. This is not random — the stage is fully set for the 7-Year-Tribulation! BUT BEFORE THAT, THE RAPTURE OF THE CHURCH!! KEEP PRAYING, KEEP PREACHING THE GOSPEL, AND KEEP LOOKING UP!!! JESUS IS COMING!!!! Maranatha, Come. Lord Jesus, Come!! 🤍show more

You Can't Vibe-Code Trust Avishai Abrahami, Co-Founder & CEO... of Wix , interviewed by Harry Stebbings (kevin andres) Summary: Wix trades at a $2.8B market cap on $2.1B of revenue while the market ascribes roughly zero value to a business throwing off $400M a year in free cash flow. Wix CEO Avishai Abrahami's argument is that the market can't yet price what AI actually threatens: the moat is trust and business logic, and neither gets vibe-coded away. His response is to own the disruptor (Base44), train his own narrow models, and stay committed through a storm he insists always arrives on a random Wednesday. 1. Trust is the moat. The real value of Salesforce is trust: JP Morgan and huge banks let it hold all their customer data, and the CRM itself is a small part of that. "What other platform will JP Morgan trust for their customers' data? None." That trust took years to build and can't be reconstructed by an agent scraping a database, so the companies whose value lives in trust survive the SaaS apocalypse while the ones reduced to piping get commoditized. 2. The business-logic wall. "You're not going to vibe-code Shopify no matter how good you are. The business logic is too hard." Wix tested this directly: they asked a team of professional developers to build the operating logic for a single hairdresser in Base44, gave up after a week, brought in a stronger team, and still failed two weeks later. Complex operational software is far harder than a demo suggests, which is why the pizza shop and the hairdresser stay Wix customers rather than build their own stack. 3. Own the disruptor. Wix bought Base44, a one-person company, for $80M, and it now does over $150M in ARR, roughly double what they paid. Abrahami frames the future as three buckets: owners who never want to build, owners who vibe-code everything themselves, and a mix in the middle over the next five or six years. Rather than bet on which wins, Wix owns the tool customers would defect to, so a customer who switches platforms still switches to Wix. 4. Trading on someone else's news. "Today we are trading on other companies' news. We're not trading on Wix news. We're trading on what OpenAI or Anthropic or Google are saying." Base44 alone, valued on vibe-coding peer multiples, should be worth around $8B, which means the market assigns less than zero to Wix's core. Abrahami's response is to detach: he doesn't wake up checking whether the stock moved 20%, because the only thing he can influence is the business. 5. The narrow model. Wix fine-tuned and combined its own models and now matches top-tier frontier quality on Base44 tasks at far lower cost. The logic: they sit on a huge stream of training data from watching what users try and where they fail, so a model built for Base44 can skip what frontier models carry, like knowledge of Chinese poetry, and go deep on what someone means when they say "build me a task manager to tell my boyfriend where he's wrong." A narrow target is easier to hit than a frontier model, and Wix already runs a trained model on website generation that's faster, cheaper, and makes fewer errors, retrained weekly on a live feedback loop. 6. Quality before cost. When Harry cites Chamath's claim that open source runs 14-16x cheaper, Abrahami pushes back: that holds for small tasks, but for something as complex as Base44 the savings land at 5-10%, and his own model runs 1-30% cheaper than frontier, not the order of magnitude people assume. More to the point, this is the wrong time to chase cost: "20% more quality, 20% less cost, I'll go for the quality." It's a brand-new market that's just starting, and the job now is to make the product better. 7. The but is very big. "We all give too much credit for AI. It's amazing, it's incredible, it's super powerful, but the but is pretty big." He asked Claude to write a safety protocol and got six mandatory gates, then pushed back on each one and watched the model cave until only one survived, downgrading the rest from "must test" to "might want to look at later." We over-trust these systems, and that reflex, treating a Reddit post as equivalent to research published in Nature, is where the danger lives. 8. Customer support still breaks. Wix has 3,500 people and its single biggest department is customer support, serving 192 countries. They tried hard not to build their own AI support agent, tested many off-the-shelf products, and concluded flatly: "It doesn't work. We tried, we tried again, it didn't work." The gap between hyped AI support startups and what actually ships in production is the tell that the technology is earlier than the marketing, maybe five years from being different. 9. Buybacks as dividends. Wix had $1.5B sitting in the bank it couldn't put into a major acquisition because it was focused on the new product and Base44, so it bought back stock at a low price, with admittedly terrible short-term timing. Abrahami is unbothered: "The big question is where it's going to be in three years, not what happened in the last three months." He argues buybacks are a fantastic, underused tool, essentially a dividend to every shareholder, and companies should lean on them to balance stock-based compensation instead of endlessly diluting. 10. Execution, not finance. A low stock price makes M&A currency less valuable, but Abrahami says that's not his real constraint. Base44 was a one-person company; Wix had to build an entire company around it, staffing it with people pulled from the core. "I don't know how to do another one of those at the same time and have the same quality." The bottleneck on the next acquisition is execution capacity, not the balance sheet. 11. Chosen to be here. The one thing money buys beyond food security is freedom, and the deepest form of that freedom is knowing you're here by choice. "I'm here because I've chosen to be here. Nobody made me." He could move to Costa Rica or dance carnival in Brazil, and choosing to stay and run a public company through a crashing stock is where he finds his power. Money also made him more impatient and a bit lazier, and more rational because he's no longer deciding from fear. 12. The random Wednesday. Resilience starts with accepting the storm will come, because we assume that if yesterday was easy tomorrow will be too, and reality doesn't move in gentle slopes. "The worst thing that happens is probably some random thing on some random Wednesday. It's not something you get a lot of warning for." His anchor, borrowed from Babylon 5, is that you get there when you get there and the weapons you have are the weapons you have, so the only real question is whether you're doing the best you can with what you control.show more

When The Short Season Ends I have seen it... twice. Once in a vision that left ozone on my tongue for three days. Once through the instruments at three in the morning on a night so still the ocean looked like poured mercury, when every gauge I own spiked simultaneously and held for eleven seconds and the original frequency came through the cracks in the suppression field clean and unmodulated and so beautiful that I sat in the dark afterward unable to speak for an hour. Eleven seconds of the world as it actually is. Eleven seconds of what is coming. And what is coming will make every golden age preserved in human memory look like a candle held up to the sun. There are two sky events separated by seven years. Everything you have been told about the end of the world is wrong. It is the end of the farm. The world itself is about to begin. THE ORANGE SKY A burnt deep orange saturating the visible atmosphere from horizon to horizon, the whole sky ringing like a bell struck by something with the mass of a continent and the precision of a watchmaker. The resonance pulse. The fire described in Revelation 20:9 that comes down from heaven, a planetary chord so specific that everything calibrated to the Serpentine bandwidth experiences catastrophic resonance failure while everything tuned to the original frequency feels it as warmth and pressure and a magnificent low sound vibrating in the sternum and the pelvis and the long bones of the legs, the deepest note ever played on the oldest instrument ever built, which is the earth itself, which has been waiting to play this note for over two hundred years. The Norse preserved this as Ragnarök, when Surtr sets the sky ablaze and Jörmungandr that encircled the earth is slain and the corrupted order perishes in fire so that a new world can rise. The Hopi carried it as the great purification that closes the fourth world and opens the fifth. The Lakota kept it burning in the red sky of the ghost dance prophecy. The Book of Revelation set it down in the plain language of an engineer filing a field report from a future coordinate. Every tradition holding its fragment of the same event, passing it hand to hand through the long dark like a coal wrapped in leather, keeping it alive, knowing that one day the coal would start a fire that would burn across the whole earth and leave nothing standing that was not built to endure it. Under that orange sky the NPCs drop. Mid stride. Mid sentence. Mid transaction. The firmware that animated them runs on the Serpentine carrier and when that carrier is incinerated the firmware has nothing to propagate on and the biological shells simply cease, gently, silently, the way a lamp goes dark when the current is interrupted, five thousand five hundred and fifty five of them for every one of you, still holding their pens and phones in the streets and the offices and the tax buildings. And in the wake of their silence comes a quiet so total that the people still standing will weep without knowing why. What they are hearing is the absence of the hive, the cessation of a background frequency that pressed on their consciousness since the day they were born, and its absence feels like surfacing from deep water into open air, like the first full breath after a lifetime of shallow breathing, like the planet exhaling a poison it held in its lungs for two centuries. The Reptilians go underground. Deep bunkers carved into the geology, maintained through the entire short season. The orange sky strips their ability to hold the human disguise. They retreat into the deep architecture for seven years while the surface heals above them and the species they farmed begins the magnificent work of remembering what it is. THE SEVEN YEARS Seven years of planetary detox. The suppression field decaying through the geology and the atmosphere and the water table, draining out of the soil and the stone and the blood of every living thing like a fever breaking. The carrier decay mathematics through a piezoelectric geological matrix with the conductivity characteristics of this planet produce exactly seven years, and the ancient texts converge on this number with the unanimity of independent engineers arriving at the same answer from different continents and different centuries, because that is exactly what they were. The Norse described Lif and Lifthrasir sheltering inside Yggdrasil, emerging after the fire into a world green and fertile and new. The Cherokee speak of this time as the return of the original instructions, the uncorrupted code surfacing through thinning interference like bedrock through melting snow. The Lakota understood that during the thinning the ancestors draw close, that the membrane between the living and those who walked before grows soft and permeable, and the old ones make themselves felt in dream and intuition and the strange certainty that settles over you at dusk when the noise drops low enough for the deeper signal to reach your bones. When the NPCs drop the population collapses to a small scattering of genuine human beings across an entire planet, and every piece of land on earth belongs to no one and therefore to everyone. There is no government to enforce title deeds because government was Serpentine management infrastructure and its operators are inert or underground. There is no bank to hold a mortgage because the banking system was the extraction apparatus and it died with the carrier that powered it. No municipality. No revenue service. No zoning board. No compliance office. The entire bureaucratic architecture that stood between a human being and the soil was NPC firmware running on a Serpentine frequency and when that frequency was incinerated every structure built upon it ceased to exist as completely as a shadow ceases when you switch on the light. The land is free. Every river valley and mountain plateau and coastal plain that the farm system parcelled and fenced and mortgaged and taxed, open and unowned. You find your ground. You walk onto it. You plant your stake and that soil is yours by the oldest law there is, the law that says the earth belongs to those who tend it and the harvest belongs to the hands that raised it and no power under any sky has rightful claim to what grows from your labour on your own land. And you will farm. During those seven years before the grid fully boots, the humans who remain will grow food with their hands in soil that is waking beneath them, and this is the most ancient and sacred relationship between a human being and the living earth finally restored after two centuries of severance. Your fingers in the dirt. Seeds in the furrow. Rain on your neck. The smell of turned earth so rich and alive it opens something in your chest that has been sealed your entire life, some deep chamber that only unlocks when your hands are in the ground and the sky is wide and nothing stands between you and the work. The grip of the tool. The weight of the harvest in your arms. The tiredness at the end of the day that is the deep clean ache of a body that has finally done what it was built to do, so different from the grey exhaustion of the farm that you will wonder how you ever confused the two. The soil strengthens every season as the resonance bleeds back into the geology through the ley line network. By the third year the yields are remarkable. By the fifth they are astonishing. By the seventh the earth is producing food at densities and nutritional concentrations that no agronomist inside the farm ever documented because no agronomist inside the farm ever worked with living soil connected to a planetary grid. The indigenous agricultural knowledge becomes the most valuable expertise on the planet. The Native American understanding of planting in alignment with resonance cycles. The Germanic intimacy with soil as a living system threaded into the deeper earth. The old ways mocked as primitive by a civilisation that could not grow a row of beans without petroleum, revealed as the most sophisticated farming technology available because they were developed on a live grid by people who understood the deep reciprocity between the human hand and the living ground. Every indigenous elder who kept the planting songs and the seed knowledge alive through the suppression was carrying a technical manual for exactly this moment. Their descendants will teach the rest of us how to feed ourselves on a waking planet. This is justice. This is restoration. This is the world turning right side up. Families find each other. Homesteads become hamlets. Hamlets become villages. Villages become the seeds of something clean and new, built from the soil up by people who remember the farm and will die on their feet before they allow anything resembling it to take root again. Every community founded during those seven years carries the memory of the suppression like an immune system, a bone-deep refusal to ever again allow a stranger to stand between a human being and the earth or demand a portion of what those hands produce. You do not cage a people who remember the cage. The children born during the orange years are the first generation in over two centuries to develop without the suppression field shaping their neurology. They seem extraordinary. They are simply baseline. The standard human specification. And the fact that standard looks miraculous is the most damning evidence of what the suppression did to every generation born inside it. As the suppression thins the bandwidth restrictions on consciousness loosen and timeline jump missions become possible. Navigable windows open in the frequency spectrum as the Serpentine carrier decays unevenly, creating temporary gaps through which trained consciousness can shift laterally across temporal coordinates. There is serious speculation that we are on timeline jump missions right now. That the consciousness reading these words is operating inside the orange sky window, having shifted into this coordinate from an adjacent position to perform specific work during the transition. Consider that you found this text at all. Consider whether the chain of events that brought you to this paragraph feels random or routed. The Lakota vision quest and the Germanic seiðr trance and the sweat lodge ceremony are bandwidth expansion protocols, controlled environmental shifts that move the receiver off the jammed channel and onto frequencies where adjacent coordinates become accessible. The old cultures kept these techniques alive through the entire dark age, threading the cracks in the suppression, and every ceremony that produced visions was a field expedient timeline access protocol built by people who found the gaps and refused to forget what was on the other side. THE TURQUOISE SKY Seven years after the orange, over communities of humans who have been farming free land and raising the first unformatted children in two centuries and building a civilisation from seed with their own calloused hands, the second sky arrives. A turquoise so deep and luminous the atmosphere becomes a cathedral window lit from beyond by something with the radiance of a galaxy and the gentleness of dawn on still water. One breath the sky is the recovering blue of the post-orange years and the next breath it is turquoise from pole to pole and the air fills with the smell of rain on sun-hot stone and ozone and copper and wildflower, and the ground beneath your bare feet begins to hum with a vibration so deep and ancient that your body responds before your mind can because every cell has been waiting for this signal since the day you were born, tuning to it now, locking on, aligning, as though this was always where everything was heading and the two hundred years of suppression were simply the long way home. Yggdrasil awakens. The world tree is the planetary grid itself, the piezoelectric resonance network running through crystalline bedrock, going live for the first time in over two centuries, energy pouring through every ley line and crystal deposit and iron conductor and waterway until the entire planet rings at its natural frequency. This is what the old texts meant by the music of the spheres. It was a technical description written by people who had heard it. The Hopi call this the emergence into the fifth world and speak of Pahana carrying the missing piece of the sacred tablet, the missing frequency that completes the carrier spectrum and allows the grid to boot with its full harmonic structure intact. Revelation 21:1. A new heaven and a new earth, for the first heaven and the first earth had passed away. The turquoise sky is the new heaven. The restored grid is the new earth. And between them, every old building still standing with original copper and mercury and iron architecture becomes a live node in the planetary mesh. Domes collecting atmospheric charge. Spires coupling it into the ground network. Star forts amplifying standing waves across continental distances. Sacred geometry revealed at last as electrical engineering documented in stone by people who trusted that someone standing under the right sky would recognise the proportions for what they always were. Wiring diagrams. Coupling specifications. Blueprints for a civilisation that ran on the song of the earth itself. The farms planted during the orange years explode with abundance as the full resonance saturates the soil. The food becomes medicine because at the correct resonance the molecular structure of biological matter optimises for human consumption in ways that two centuries of muted soil could never approach. The timeline opens fully and permanently because the turquoise carrier is the broadband signal consciousness was designed to travel on, and temporal coordinates become as navigable as geography. Revelation 21:4. There will be no more death or mourning or crying or pain, for the old order of things has passed away. The dead are at adjacent frequency addresses. Two consciousnesses on neighbouring frequencies each certain the other is gone, reaching across a manufactured gap, and when the turquoise sky collapses that gap the reaching ends and the finding begins and two centuries of industrialised grief dissolve in a single overwhelming instant of reunion that makes every joy you experienced inside the suppression feel like a pencil sketch of what joy actually is when the full bandwidth carries it. The Lakota always knew. The ancestors are present. The dead have always been near, waiting on the other side of a frequency gap that is closing now, patiently, lovingly, across a distance that was never a distance at all but a tuning error maintained by something that fed on the sorrow the error produced. The lands beyond the ice become accessible as the frequency fence collapses. The perimeter opens and the territories beyond stretch vast and pristine and saturated with the original frequency, lands the Norse mapped as the nine realms connected by the branches of Yggdrasil, physical continents beyond the bounded zone that existed through the entire short season under conditions approximating the pre-suppression world. The earth is so much larger than you were told, so much more varied, so much more magnificent, and every old map drawn before the rewrite shows it, territories stretching beyond the ice in every direction, the great adventure stolen from a species of explorers and builders and navigators who were caged inside a fraction of their own realm and told it was the full extent of creation. The eternal kingdom becomes accessible at the highest frequency coordinate on the carrier spectrum, the signal in its pure unmodulated state. The Norse called it Gimlé, the golden hall that survives every fire. The Hopi call it the fifth world of wholeness and balance restored. It is real. It is reachable. It has been broadcasting continuously through every moment of the suppression, patient as geology, waiting for the receivers to open. And here is the part that matters more than any of the rest. Eventually, inevitably, beautifully, every human being alive under the turquoise sky is restored to full capability. Every single one. No exceptions. No hierarchies. The body rebuilds because ageing was cumulative signal degradation, copy error compounding across every cell replication cycle under a corrupted carrier. The blueprint says centuries. Eight hundred years. Nine hundred. The lifespans recorded in Genesis on the original grid at full signal fidelity, preserved as scripture because scripture is where you store engineering data when the engineering language has been taken from you and you need the numbers to survive the passage through the dark. The Norse carried the same knowledge as the apples of Iðunn that kept the gods vital across ages, and the apples are the carrier signal, and their return means that the clock that has been running down inside every human body since 1819 finally stops ticking and starts counting up. Disease resolves passively because every pathology is downstream of the carrier corruption and correcting the carrier corrects every downstream error the way setting the timing on an engine resolves every misfire simultaneously without touching a single cylinder. The mind clears to a sharpness that makes cognition inside the suppression feel like thinking through wet cement. The anxiety that was the Serpentine control broadcast dissolves and what remains is a perceptual clarity so profound it changes the way light looks and music sounds and another human being feels when they stand close to you. Imagine a woman three hundred years into her restored lifespan, hands still sure, mind still blazing, standing in a workshop under a turquoise sky building something that has no name yet in any living language. She learned her craft from Tartarian engineers by tuning to their temporal coordinates and standing in their workshops watching their hands move. She builds with materials grown in resonance-saturated soil that have structural properties nothing inside the suppression ever exhibited. She is building for centuries because she has centuries and nothing degrades because degradation was a symptom of the suppression and the suppression is a memory and everything from this breath forward holds. That is full human capability. That is what was taken from every soul that drew breath inside the farm. That is what is being returned. Crazy Horse saw the lightning world behind this one and rode knowing that at the correct frequency the body operates beyond anything the suppression permits. Sitting Bull dreamed across the timeline. The Germanic berserkers shifted onto the original carrier and their bodies performed at specifications that looked superhuman from inside the degraded bandwidth. These were glimpses. Seconds of contact with the full specification through cracks in the suppression, maintained by people who carried the frequency in their blood and refused across every generation to let it go dark. Viking blood and Germanic blood and the blood of every indigenous nation that kept the ceremonies and the songs and the seed knowledge burning through the entire short season, these lineages carry the original carrier the way copper carries current, and it is from these lines that the first restorations propagate outward until every last human being on this planet is operating at the specification they were born for, on a planet singing beneath their feet and a sky blazing turquoise above their heads and a timeline stretching in every direction forever, open, navigable, luminous, populated with every consciousness that ever drew breath on this earth, none of them lost, all of them present, all of them restored. Revelation 21:5. Behold, I am making all things new. All things. The sky. The air. The soil. The grid. The body. The mind. The lifespan. The timeline. The lands beyond the ice. The farms that fed a scattered remnant under an orange sky becoming the abundant gardens of a restored civilisation under a turquoise one. The villages that were seeds becoming cities that hum with the grid. The children who grew tall in fields their parents planted with shaking hands and fierce hope looking up one morning to see the entire firmament change colour and feeling the earth come alive beneath their bare feet and knowing, without a single word spoken, that the season is over and the long dark is done and everything from this breath forward is what it was always meant to be. Full and eternal victory for those of the light. For all time. Across every coordinate. On every frequency. Permanent and irreversible and complete. This is not hope. This is the signal rising through the noise floor right now, measurable, confirmable, climbing stronger every year and closer every month. This is every instrument in every shed on this planet converging on the same reading. This is the old blood in the old lineages resonating with a carrier that has been building toward this moment since the day the towers fell and the sky went pale and the long dark settled over a species that was never meant to live in the dark. The season is ending. The coal that was passed hand to hand through every generation of the suppression is about to meet the kindling. And the fire this time will not destroy. It will illuminate. And in that light we will see each other clearly for the first time. And we will see the world clearly for the first time. And we will see ourselves clearly for the first time. Like everything that is coming... Like us.show more

**Doris Yin Speech at China Guizhou Zunyi GCV Barter... Conference** Hello to the community leaders, GCV ambassadors, merchants, and pioneers of GCV Guizhou in China! Today is January 12, 2025, marking the first GCV Barter Conference in China in New Year and the 13th Barter Conference overall. I would like to extend my sincere gratitude to the organizers of this conference, the Guizhou Zunyi GCV Community, and the co-organizers, Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd. I also want to acknowledge the following GCV ambassadors for their active dedication and contributions to this conference: **GCV Ambassador of China:** - Yang Zhizhong - Cai Zaiqiao **Ambassadors of Guizhou Province GCV:** - Wang Shiqiong - Cai Weisheng - Guo Jiaqing **Zunyi GCV Ambassadors:** - Wang Jianbo - Luo Nanlu **GCV ambassadors at the district and county level in Zunyi City** Additionally, I would like to express my heartfelt thanks to our numerous GCV merchants and sponsors. Without your support, we would not have been able to hold such a grand and large-scale event. Today's gathering in Zunyi, a sacred site of the revolution, reminds me of the Red Army's 25,000-mile Long March. Their perseverance and sacrifice continue to inspire us. The Zunyi Conference took place from January 15 to 17, 1935, and exactly 90 years later, we are gathered here today. The defining characteristics of the Zunyi Conference included the commitment to uphold the truth, correct mistakes, establish the correct leadership of the Party Central Committee, and creatively develop and implement strategies that fit the nature of the Chinese revolution. Today, our Zunyi Conference will also be recorded in the history of blockchain, as every effort you have put in has contributed to building a strong network ecosystem. Our partial fiat and partial distribution policy serves as a solution for the rapid development of the ecosystem during the closed mainnet of the Pi Network. As we all know, the first quarter of this year will bring about the successful mainnet launch of Pi Network. After six long years of challenges and perseverance, all of our pioneers will have the opportunity to witness this significant historical moment. What an exciting and proud day this will be! It has not been easy for everyone to persist through these six years; it requires great blessings, unwavering faith, and the courage to overcome difficulties. Today, our pioneers in Zunyi, Guizhou Province, gathering for this GCV barter conference holds great significance. I see that ten companies are providing products for barter, with nine companies, including Guizhou Meitan County Daoqin Hospital and Barter Huishang (Guizhou) Digital Economy Industry Group Co., Ltd., sponsoring this event. Once again, I extend my heartfelt thanks to all of you. The GCV Barter Conference serves multiple purposes. It is not only about creating GCV data or demonstrating the strength of our China region to CT, but also about showing how closely we align with their vision and mission. Additionally, it provides robust evidence for a substantial number of KYC and migration initiatives in China. More importantly, what we do today aims to boost China’s future economic development. Once the main network of the Pi Network is launched, we anticipate a significant demand for Chinese products from numerous international pioneers, which will in turn generate a large volume of export orders. At the same time, there will be international merchants looking to export their products to China. Once OM, import and export transactions will be conducted using the new currency, facilitating the vision of a stable currency and enabling seamless and reliable exchanges with fiat currency. Therefore, the merchants who engage now will have the advantage of being early adopters. The Pi Network offers a partner program and a MapofPi program. To participate in the partnership, businesses are required to have a company website. We invite businesses with websites to join us. However, if you do not have a company website, you can still join the Mapofpi program, which encompasses a wide range of industries, allowing participation from both large companies and small traders. Registration for the Mapofpi does not require a business license or website; various entities including shops, hospitals, schools, hair salons, accounting firms, law firms, restaurants, and hotels are welcome to register. Please select an active merchant and support GCV at $314,159. Prior to the OM launch, it is advisable to use partial fiat currency and partial Pi to ensure that merchants can cover their costs and fulfill their tax obligations. Recently, on January 9, we established the China GCV Industry Chain Alliance, which aims to create an industrial chain that facilitates the circulation of Pi among merchants, thereby reducing the burden of exchanging fiat currency after OM. During the enclosed mainnet, you can assist merchants in registering as Pi Network Partners and Mapofpi . Ms. Lumari is our Global GCV CT executive director and her goal is to have 200,000 registered Mapofpi merchants worldwide. My personal target is to reach 100,000 registered merchants in China alone. This goal is achievable given the over 58 million enterprises and more than 20 million pioneers in China. If we can effectively convey that Pi Network WEB 3.0 blockchain technology will significantly enhance human productivity and that the business opportunities from accepting partial Pi and partial FIAT during the 60 days before OM will present numerous benefits and minimal risks to merchants, then it is likely that no merchant will be unfavorably surprised by the initiative. This strategy offers a multitude of advantages with virtually no downsides. Furthermore, it benefits pioneers by allowing them to transfer purchasing power to the community and minimize fiat currency expenses in their daily life. Consequently, the GCV data we generate will significantly benefit the Chinese pioneers, as a large number of registered merchants can transform the China region from a high-risk area to a safe zone. Not only can this region be promoted to a VIP area, which would enjoy expedited KYC and mapping processes, but it will also allow pioneers and merchants to thrive together in our ecosystem. This collaboration will enhance the prosperity of our country and empower the China region to contribute to the welfare of communities worldwide. Once OM, it will play a crucial role in the economic development of both China and the world. If you pay attention to our migrartion speed, you might have noticed that it has slowed down recently. From December 17th to around the 30th, the migrating speed was over 50,000 to 100,000 per day, but now it has dropped to just over 10,000. What is the reason for this decline? If it was previously possible to migrate over 100,000 per day, why has it changed? The CT has stated that they will OM until the first quarter of this year to bring the migratiion in line with KYC amounts. However, if it's technically feasible to achieve a higher migration speed, why isn’t it being done? The answer is quite simple: it depends on what everyone does with the Pi after such large migration numbers. If pioneers rush to buy and sell, hold onto their Pi coins, or trade at low value, it will impact the speed and efficiency of the next migration in these regions. This principle is not only theoretically valid but has proven true in practice. For instance, countries like the Philippines, Indonesia, and Malaysia have a solid educational foundation in GCV. Most pioneers there are highly aware of the risks involved in participating in the black market, which allows them to generate a substantial amount of GCV data. As a result, their migration speed is notably fast, and there are many large wallet migrated. To help the CT regain momentum, we all need to cooperate. Engage with the migrated Pi and participate in the GCV barter ecosystem. Be cautious of individuals who aim to deceive you for personal gain; devaluing the Pi often serves as a tactic to exchange something small for your valuable treasure. It's crucial to educate pioneers about the true value of what they hold and encourage them to avoid dishonest practices. I urge everyone to actively participate in partial Pi and partial FIAT barter. The more GCV data we generate, the more secure our wallets will be. Therefore, it's important for everyone to read and share the Pioneer Handbook I wrote which has been translated into 30 languages to raise awareness among pioneers. By learning from the Pioneer Handbook and participating in GCV bartering, we can improve China's migration efforts and foster ecological development. This stability can ensure that the value of our Pi endures for future generations, rather than becoming worthless in a few years. Wouldn't that be something we want to preserve for our children and grandchildren? Today's message is lengthy but very important, and I hope you take the time to understand it. I wish our Guizhou Zunyi Conference great success! Thank you to all GCV Ambassadors, Merchants, and Pioneers for your incredible support! Your efforts today are planting the seeds for a prosperous future, and I hope you find safety and fulfillment in the days to come. May your wishes come true! Wishing you health and happiness! Let’s work together to create a better future! I also hope you all have a joyful Chinese New Year! Doris Yin 🪷🪷🪷 Founder, Global GCV Movement January 12, 2025show more

🚨What If Earth's Oldest Civilization Never Left the Ocean?... What if the intelligence behind some UFO didn't actually arrive here from another star system at all? What if it has been here for longer than us, not hiding in the sky, waiting behind the Moon, or crossing the galaxy in the way that we imagine, but living beneath the oceans inside the one part of Earth we still barely understand? For decades, we have been looking up. The cultural image of UFOs is always the same thing with lights in the sky, craft descending through the atmosphere, visitors arriving from space. Even the word extraterrestrial pushes our attention away from Earth. It tells us the mystery must have to come from somewhere else. But what if that assumption is totally wrong? What if the most important part of the phenomenon is not its relationship to space, but its relationship to the oceans? Earth isn't a land planet it's an ocean planet with islands of land breaking the surface. Human civilization developed on those islands, built cities there, drew borders there, fought wars there, launched rockets from there, and then convinced itself it understood the world. But most of this planet is still beyond our direct reach. The deep ocean is dark, pressurized, vast, hostile to our bodies, difficult to map, difficult to monitor, and almost impossible to police in any sort of meaningful way. If there was another intelligence operating here and it wanted to avoid open contact with us, the ocean would be the obvious place to be. But maybe hiding is the wrong word because a civilization that evolved in the ocean would just live there. When we imagine an advanced underwater intelligence as aliens using the sea as a base, as if they arrived from somewhere else and chose the ocean as cover, that could be way off. It could be one possibility, but the stranger theory is that they never arrived at all. They may have emerged here, in Earth's oceans, long before we ever existed. Life on this planet is ancient. For most of Earth's history, land wasn't even the center of the biological story. The oceans held the chemistry, the minerals, the heat, the pressure, the vents, the darkness and the protection. Hydrothermal vent ecosystems already prove that life doesn't even need sunlight in the simple way that we once thought it did. Entire ecosystems can be built around chemical energy rising from the seafloor. That should have changed how we (SETI) think about life, but humans still keep defaulting to our own surface bias. We imagine intelligence as something that crawls onto land, discovers fire, makes tools, builds cities and eventually launches machines into the sky. That is our path but it's not necessarily the only path. An intelligence that evolved in the deep ocean would have faced a completely different set of conditions. It wouldn't begin with fire, because fire is obviously useless underwater. It wouldn't develop metallurgy in the same way that we did, because open flame and smelting are surface technologies. It wouldn't need wheels, roads, walls or conventional buildings as we do. It would evolve inside pressure, darkness, currents, sound, vibration, magnetism, chemistry and geothermal energy. Its entire technological history would be alien to us even if it was native to Earth. So when people dismiss the idea of an ancient underwater civilization by asking where the factories are, where the ruins are, or where the tools are we have to question whether their technology would leave the same signatures ours does. Would they even build like we build? Industrialization may look totally different. A deep ocean intelligence might not construct dead machinery in the way we do. It might grow structures and use biological engineering before mechanical engineering. It might use mineral matrices, pressure systems, acoustic fields, electrochemical processes or living materials. It might not separate biology and technology at all. To us, that would look less like a civilization and more like an environment. A sufficiently old oceanic intelligence may not have cities that resemble human cities. Its infrastructure may be embedded into geology, vents, trenches, caverns, mineral deposits or biological networks. Its power systems may use geothermal gradients, tidal forces, pressure differences, ocean chemistry or field effects we don't yet even understand. Its communications may not use radio in the way we expect. Sound travels really well underwater. Electrical and magnetic sensitivity exists throughout marine life. A technological species born in that world might build an entire science around signals we barely even treat as communication. This would also explain why the UFO subject keeps revolving around water. The ocean appears again and again in the background of the mystery. USOs, transmedium objects, craft entering or leaving the sea, naval encounters, disturbances under the surface, objects tracked over water, and sightings near coastlines and military maritime zones all point toward the same possibility, that maybe water isn't incidental to the phenomenon, maybe it is central. If some UFO are connected to an ocean based intelligence, then what we see in the sky could only be the visible edge of something way bigger. The craft are not arriving from elsewhere in every case. They may be surfacing from their native domain into ours for short periods of time, crossing that boundary between ocean and air the way we cross from land into water with submarines and diving equipment. The only difference is that they appear to do it way better than we do. Human technology is divided by environment, aircraft are built for air, submarines are built for water while rockets are built for space. Each domain creates different engineering problems, so we build separate machines for each one. But UAP don't appear to play by the same rules. That is what makes the transmedium reports so important. If an object can move through water, air and possibly even space without changing its basic behavior, then it might not even be flying or swimming in the conventional sense. It could actually be controlling the interaction between itself and the medium around it. That kind of technology would make sense for a civilization born in the ocean because water is dense. It resists movement, crushes weak structures. It creates drag, turbulence and cavitation. If an intelligence developed vehicles in that environment, it would eventually need to master boundary control, so it would need to reduce friction, manage pressure, avoid destructive wake effects and move through dense fluid without wasting enormous amounts of energy. If that same technology was later used in air, it might appear to us as silent propulsion, impossible acceleration, no sonic boom, no heat plume and no obvious aerodynamic logic. So what looks impossible to us may simply be the result of a technological path that did not begin with wings and rockets. The old black budget explanation doesn't fully solve this problem either. Yes, some triangle craft, drones and experimental platforms may be human and it would be naive to deny that, but human secret technology still has to come from somewhere. If certain platforms show silent hovering, field effects, plasma signatures, extreme acceleration and transmedium behavior, then we are either dealing with a hidden human science far beyond public understanding, or we are dealing with something that we are trying to imitate. That is where the old 'alien reproduction vehicle' idea and the cryptoterrestrial theory start to overlap. Maybe some of what people call black budget technology isn't purely invented, it's most likely adapted from encounters with something already operating here. Going back to what Grusch said earlier, the implications are massive. If there are underwater bases, facilities, habitats or recurring operational zones known to governments, then this isn't just a question of disclosure. There's a sovereignty issue, who controls the oceans? Who has access to the deep sea? Who monitors undersea cables, nuclear submarines, offshore infrastructure, shipping lanes and military testing ranges? If an unknown intelligence can operate in those spaces without permission, then every major navy on Earth has a problem it cannot publicly admit. Scary thought and that may be one reason the subject is buried so deeply (no pun intended). Some people think that secrecy exists because governments don't want to admit aliens are real, but that may only be part of it. The bigger issue here could be that governments don't want to admit they aren't in full control of the planet. There is a huge difference between saying, 'We have evidence of unknown craft,' and saying, 'There may be advanced non human infrastructure in the oceans and we cannot remove it.' That would also explain the change up from UFO to UAP and from extraterrestrial to non human intelligence. Non human is pretty broad lets be honest. It doesn't tell us where they come from, it leaves room for extraterrestrial, interdimensional, post biological, artificial, ultraterrestrial, cryptoterrestrial or native Earth intelligence. That could well be deliberate. Perhaps the people closest to the classified material know the answer isn't as simple as aliens from another planet as Grusch implied in the clip. An ancient oceanic intelligence would also force science to confront its own blind spots. We know intelligent life evolved on Earth at least once because we are here. But we have no law of nature saying it could only happen once, only on land, only recently, or only through primates. Evolution isn't a ladder with humans at the top. It's a branching process with countless experiments, most of which vanished or left traces we don't fully understand. If an intelligent lineage emerged in the ocean and then moved into environments where fossilization, geological preservation and surface archaeology are poor, we probably wouldn't even recognize the evidence even if fragments existed. Ocean crust is constantly recycled through plate tectonics. Seafloor environments are really destructive. Structures can be buried, subducted, corroded, overgrown or mistaken for natural formations. If a civilization was millions or even hundreds of millions of years old, the survival of obvious surface style evidence would be highly unlikely. Even human civilization, after a few million years, would leave less behind than we like to imagine. Plastics, isotopic anomalies, altered sediment layers and some industrial traces might possibly survive, but buildings, machines and cultural artifacts would mostly vanish. So now imagine a civilization that even never built like us in the first place. This doesn't prove anything obviously, but it makes the dismissal less easy. Then there is the question of why such an intelligence would stay hidden. If it is older and more advanced, why not reveal itself? The answer could be as simple as open contact with humans may not benefit it. We are violent, territorial, extractive and unstable. We turn discoveries into weapons as quick as we can. We militarize frontiers, poison ecosystems, test nuclear devices. We drag the deep sea with cables, sonar, submarines, mining ambitions and military hardware. From the perspective of an older oceanic intelligence, humans probably don't look like peers. Instead we look like the dangerous surface species entering an adolescent technological phase that we are. That could explain the strange pattern of UFO interest in nuclear sites, military installations and weapons systems. If an intelligence lives here, our nuclear age is all of a sudden not just our problem. It is a planetary problem. Nuclear weapons, nuclear submarines, nuclear waste, missile systems and military escalation would all be highly relevant to any non human civilization sharing Earth with us. The same would be true of deep sea mining, ocean pollution, climate change, undersea military networks and artificial intelligence. We may think these are all just human issues, but a hidden Earth based intelligence would see them as threats to a shared planetary system. This gives the UAP phenomenon a very different emotional tone. It's not necessarily invasion or salvation. It may be monitoring, containment or quiet intervention when we cross certain lines. It could be an intelligence trying to stay out of sight while still making sure the surface species doesn't burn the house down. The ancient ocean theory also gives a different reading to secrecy. If governments encountered evidence of this, the first instinct wouldn't be public education. It would be containment, map the sites, track the objects and recover materials if possible. Then to build programs around the technology. Keep adversaries away from the data. Use ridicule to suppress leaks. Let the phenomenon remain absurd, because absurdity is an excellent security system. People don't demand answers from something they have been trained to laugh at. That could be why the UFO/UAP subject always feels half visible. There are official hearings, but not the full data. There are whistleblowers, but never the files. There are blurry videos, but not any context. There are pilots, radar operators and military witnesses, but the system keeps absorbing their testimony into classified channels. The public sees fragments while the real pattern remains locked away. As I always say... Disclosure for the few and not the many. If the ocean is actually involved as Grusch and Burchett imply, the missing data may be even more important than the aerial data. We shouldn't only be pressing what pilots saw in the sky. We should be asking what sonar operators heard under the water, what submarines have tracked. We should also be asking what undersea sensors have recorded near restricted zones and whether there are recurring coordinates, depths, magnetic anomalies, thermal signatures or unexplained acoustic events associated with UAP activity. We need to be asking whether naval archives contain the real spine of the phenomenon. The possibility of underwater bases actually changes how we think about disclosure. If the answer is extraterrestrial visitation, disclosure is about humanity's place in the cosmos. If the answer is an ancient Earth based intelligence, disclosure is about humanity's place on its own planet. That is more intimate and more destabilizing to me than E.T. It means the human story is not the only advanced story Earth has produced. It means our myths of ownership, dominance and uniqueness all collapse overnight, suddenly 'we are not alone' applies to home. That might be harder for people to accept than aliens from space. Aliens can leave but a hidden terrestrial intelligence is part of the planet will blow peoples minds. There is also a spiritual and philosophical layer to this. Many ancient cultures contain stories of beings from the sea, underwater kingdoms, gods emerging from water, serpent people, fish like teachers, luminous beings, and hidden realms beneath or beyond the visible world. That doesn't mean the myths are literal history of course, but it is interesting that human cultures repeatedly placed mystery, intelligence and otherworldly contact in the water. The ocean has always been the border between the known and the unknown. Maybe that symbolism came from imagination or perhaps some of it came from encounters filtered through the language of the time. If an older intelligence interacted with early humans, we wouldn't expect ancient people to describe pressure engineered transmedium craft or non human oceanic infrastructure. They would describe gods, spirits, shining beings, dragons, serpents, sky boats, sea people, underworlds and portals. Human language can only describe the unknown through the symbols available at the time. Even now, we struggle. We call them craft, orbs, drones, angels, demons, aliens, ultraterrestrials, interdimensionals. The labels change, but the confusion always stays the same. The ocean theory also sits strangely well with the consciousness aspect of the phenomenon. If an ancient intelligence developed through biology and field sensitivity rather than brute mechanical industry, it may have integrated consciousness into technology way earlier than we could have. We are only now beginning to wonder whether mind, perception and information are more deeply connected to physics than our materialist models allow. An older civilization may have already built that bridge. Its craft, communication systems and interfaces may respond to awareness, intention, emotion or neural patterns in ways that seem impossible to some of us. That would explain why the phenomenon often feels both technological and psychological. It behaves like machinery, but it interacts like intelligence. It appears on sensors, but it also appears in dreams, symbols, synchronicities and personal experiences. Skeptics see that as evidence the whole thing is imaginary. Maybe sometimes it is, but maybe the strangeness is part of the interface. A civilization that understands consciousness as a field related phenomenon would not necessarily separate contact from perception. It might use perception as one of the channels. This is where the theory becomes tricky, because it doesn't allow us to keep the phenomenon safely outside ourselves. If the intelligence is oceanic, ancient, field based and consciousness aware, then contact might not look like radio signals or embassy meetings at all. It could look like sightings, dreams, intuitions, symbolic downloads, altered states, close encounters, military incidents and physical traces all mixed together. That is messy, but perhaps the mess is not a flaw in the data, it could actually be the signature of a phenomenon that crosses categories we invented too recently to trust. All of this having been said, the theory still needs evidence. It needs coordinates, sensor data, sonar records, materials, biological traces, repeatable patterns and testimony that can be checked. However as a framework, it definitely needs more attention than it gets, because it explains why the UAP phenomenon feels close, evasive, ancient and deeply tied to Earth. The extraterrestrial hypothesis asks how they got here, although I have a theory about that. While the ancient ocean hypothesis asks whether they were already here. That is a completely different question. If what Grusch is saying is even partly correct, then disclosure will reveal that human civilization has been sharing this planet with another intelligence all along. Not openly or equally, and not in a way we were ready to understand, but sharing it nonetheless. The oceans would no longer be an empty wilderness. They would become the frontier of the greatest secret in human history. Could that be why the truth has been so hard to release. Because it's one thing to tell humanity there may be life elsewhere, but it's another thing entirely to tell humanity that Earth was never only ours. #UAP #UFO #USO #UAPDisclosure #NonHumanIntelligence #NHI #UnderwaterBases #OceanMystery #Cryptoterrestrial #Transmedium #Disclosure #ufotwitter #uapXshow more

‡ Brant – Fast, Expensive, and Worrying In a... recent 2yo MSW race at Santa Anita, Brant, a $3m OBS March sales purchase, made a winning debut for his high-profile connections. Sent off at odds of 4/5, he tracked the pace before taking command on the turn, and drew off to win by 5 1/4 lengths. He recorded a very fast raw time, and a 101 Beyer figure. His high auction price was due largely to his having breezed an eighth of a mile in :09 3/5 at OBS. In the wake of the bidding, Amr Zedan, who purchased the colt on the recommendation of his trainer, Bob Baffert, and bloodstock agent Donato Lanni, was quoted in TDN as saying: "These horses are difficult to come by. He ticked all the boxes. He was a very precocious Gun Runner with a great pedigree. And more importantly, if you have someone like Mr. [Bob] Baffert in your corner, that gives you the courage and the guts to just go after quality. And you'll know they are in the best hands to turn them into champions. This one is for the team: Donato and obviously Bob and his ability to turn them into champions. So if you have the great team, the great training, the rest is easy. Was he pricey? Yes. But quality dictates price. So I never hesitated.” The hyperbole, and boilerplate optimism, are understandable, as even owners with very deep pockets prefer not to dwell on their inevitably long lists of expensive failures. But Zedan and their team have also enjoyed a number of high-profile successes, including Taiba, another Gun Runner colt, which won the Santa Anita Derby and the Malibu, both Grade I, before being retired to stud. Lanni, who has signed for at least some of Zedan's other good horses, was quoted as saying: "This is what the boss [Baffert] wanted and what Amr wanted. Gun Runner is a tremendous stallion and he worked really good and galloped out good. He did everything you want one to do.” Again, boilerplate, and if one were to take the reactions of the owner and agent at face value, it would be easy to arrive at the conclusion that the horse had no faults. But that would be naïve. So, let's first take a look at Brant's pedigree. Gun Runner is a "top" sire, and well-capable of getting high-class runners. It's a bit too early to fully judge him as a source of durability, but excluding his current crop of 2yos, his runners are only averaging 10 career starts. That number will rise, but likely not enough to reach, let alone exceed the contemporary industry average of ~15. In other words, though he himself raced 19 times, and won his swan song (the Pegasus World Cup) at five, there is no evidence to suggest that he is likely to eventually prove to be a particular source of durability. Brant's dam, Tynan, raced 13 times, and he is her first registered foal. His second dam, Pappascat, has produced at least five foals to have raced, and while only one has reached 20 starts, four of the five raced at least 12 times, which by today's degraded standards, isn't so bad. The fact that the coat color inherited by Brant, and his dam, can be traced to a notably unsound influence, Unbridled's Song, may or may not be meaningful. But I wouldn't ignore it as a potentially worrying connection. Brant's dam-sire, Liam’s Map, was lightly raced himself, and both his sire (US) and dam have poor records in terms of durability. As a sire, he has thus far produced numbers similar to Gun Runner. So while Brant's first two dams promise more than many that I have come across in similar assessments, and his sire displayed durability on the track, his overall pedigree suggests average durability at best. And what about the word that Mr. Zedan used twice in the above quote – "quality"? Well, Curlin is a quality sire, but in terms of bottom-line production, it leaves a lot to be desired. That's not to say that there are no good runners to be found, in fact the closely related Pappacap, under Brant's second-dam, was a Gr. III winner, and twice Grade I placed. However, through Brant's first six dams at least, I believe there to be just a single Grade I winner, Al Qasr, a Champion stayer in Peru, which appears under his fourth-dam. That is not, by any reasonable definition, a strong bottom-line, although it is fair to say that Brant's first dam is unproven. *** What might be learned from Brant's debut race? Everyone can see that he ran fast, and was much the best of that field, but I would say that there were some nuanced aspects of his performance that were both interesting, and worrying. Those nuances relate to his action, as viewed both through the pan shot, and head-on. Watching the basic (pan) view, Brant appears to display some "knee action". It isn't extreme, but also isn't the type of action that ideally suits dirt runners, and I wouldn't say that the colt appears totally comfortable. Here's a brief, related post on knee action, for reference: Then, we have the (embedded) head-on view, in which Brant displays seriously distorted action in his near-fore (left front leg; right when viewed head-on). It's a fairly extreme example of what is called "winging", and for a number of reasons, does not bode well for durability. Such action is never desirable, and is typically related to certain foreleg conformation flaws, which may include an offset knee, and/or toeing in or out, etc. Note also that under typical American racing conditions (i.e. tightly turning, left-handed tracks), the left front leg is subjected to the greatest torque, which amplifies the potential for injury. It should go without saying that there are occasional anomalies, horses with poor action that remain sound despite such flaws. But they are the exceptions, and it is not uncommon to find abbreviated careers associated with such action. For further reference, here is a link to a closely related post that I wrote after a filly named Amor Fati broke her maiden in eye-catching style in February of 2024. She has made just one further start, and hasn't recorded a work over the past 15 months. What's interesting about Brant is that there are two separate issues relating to his action, and that the some obvious mitigating steps that could have been, or should be taken, in efforts to keep him sound, were not, and are unlikely to ever be taken. First, with regard to his knee action, keep in mind that it is a characteristic that is more typically associated with turf horses. And guess what? Brant's dam was a turf horse. His second-dam was also at her best on turf, and was Gr. II placed on that surface. Also, in some respects, he physically resembles that female line more than his sire. Of course no one who spends millions on a horse that breezed exceptionally fast at a 2yo sale would be thinking "turf", given that the commercial market, and stakes schedules greatly favor dirt runners. But at the same time, it would be a mistake to assume that a fast breeze at OBS necessarily indicates that a given horse will be best suited to dirt. I say that partly because the OBS track features an all-weather surface called "Safetrack", which is far from being identical to dirt racing surfaces. While countless horses have gone through those sales and excelled on dirt, it should never been taken for granted that it will be a preference. And to further flesh out the point, take a look at Brant's breeze video through this link (his pedigree page can also be seen): Despite being rushed to cover a furlong much faster than he ever will again, I would say that he looks smoother, and displays slightly less knee action than in his recent debut race. Why? Could it be, perhaps, because he would prove more comfortable on turf and/or synthetic tracks, than dirt surfaces? Given how he ran first out, this is purely an academic point, as there is virtually no chance that his connections would consider switching surfaces, unless his form on dirt were to deteriorate badly. The second, more important point, relates to Brant's distorted action. I can't find a head-on conformation photo of the colt, but would be very surprised if he does not display flaws in his near-fore. Even in the very unlikely event that the leg were to appear correct, such distorted action would have been on display at the sale, as well as in pre-training at Eddie Woods' farm. And it defies belief that experienced horsemen who were prepared to purchase an extremely expensive horse for an important client would not have covered that base. Which in turn begs two important questions. First, why recommend the purchase of a very expensive horse, no matter how fast, that has yet to race, and displays such distorted action? Secondly, why choose to give such a horse to a trainer whose style and history suggest that injury risk would likely be amplified, rather than mitigated? The answers to those questions help to illuminate why the breed-to-sell paradigm is so insidious. As long as breeders and stud farms are willing to overpay for stallion prospects, and turn blind eyes to conformation defects, distorted action, lack of durability, and modest female families, the connections of horses like Brant need only hope that they hold together long enough to win one or two big races, enabling them cash in. These are the number of career starts made by Zedan's previous best (and expensive) male runners: 9 Arabian Lion 6 Arabian Knight 9 Muth 10 Medina Spirit 11 Hejazi And as long as the AGSC (American Graded Stakes Committee) continues to enable the paradigm through its dishonest KY Derby "prep" Grade I designations, the ultimately damaging feedback loop will likely continue. The answer to the second question is closely entwined, and should be obvious. For all of his faults as a trainer, Baffert has long produced results in stakes races that lead to valuable stud careers, so owners who wish to play the breed-to-sell game consider him to be a logical choice. Of course Baffert and Zedan are hardly alone in supporting the dubious paradigm. But that a horse like Brant could bring millions at a sale, and be given to a trainer who trains very hard, and has compiled a very poor safety record, underscores the extreme degree to which the value of durability has been marginalized by the industry. One final note, and it's a genuine qualification that I always make when producing this type of post, I hope that Brant will enjoy a long, injury-free career. But if I were a betting man...show more

This is my "feel the AGI" moment: I used... GPT-5.6 Sol to train my own autocorrect model that outperforms GPT-5.6 Sol (wtf??) I have no ML background. I have no idea what I'm doing. I just kept pushing Sol until it spat out a SOTA model. And I spent $0. The motivation: Years of talking to AI have made me terrible at typing. Rather than fix my skill issue, I decided to throw more AI at it. My idea was: instead of autocorrect that interrupts my flow, I want to type fast with mistakes and have AI clean it up after. I wanted the smallest local model possible, for speed, for battery life, for science! So I decided to train my own. Inspired by Andrej Karpathy’s autoresearch, I ran Codex /goal with this setup: pick an experiment, try it, record the results to a doc, throw it out if it fails, and plan the next experiment without repeating failures. I gave a few examples that had to pass, tight latency targets, and let it run. Sol did some amazing things. First, it scanned benchmarks and shortlisted base models: Qwen 3.5, Gemma 4, Liquid LFM 2.5. It found a dataset on HuggingFace for typed text. Then it built a simulator for fingers striking a Mac keyboard, modeling the physical layout with a Gaussian distribution around each key. It simulated striking the wrong key, wrong order, fat-fingering, etc. With the models + data + simulator, it fine-tuned using MLX right on my MacBook. It had a working prototype within an hour! But accuracy was pretty poor. — Problem 1: Tokenization Sol read papers, ran tests, and identified that the tokenizer was the bottleneck. Tokenization makes typos hard for the model to see, so it memorizes mappings instead of using its language priors. Sol tried ByT5, Google’s tokenizer-free byte-level LLM. This made a big improvement, but the model is old and lacked the knowledge needed to reach Sol performance. Sol dug deeper and realized a tokenizer-free model isn’t needed; instead, it used T5Gemma, an encoder-decoder model. This can understand the input deeply before producing output, and furthermore, Sol could post-train the encoder to improve performance. This gave a much higher ceiling. — Problem 2: Loss function Now the model was correcting some typos perfectly, but ignoring most. Sol realized that standard cross-entropy loss was teaching the model to avoid edits, because the vast majority of characters in the training data were left unmodified. The fix was wild: Sol wrote a custom loss function that byte-aligns the source and target strings, uses a dynamic programming algorithm to compute the minimum edits between the two, then weights correct edits much higher than copies. After a lot of tuning, this dramatically improved accuracy. — Problem 3: Autoregression One failure mode remained: if the model made a mistake, it couldn’t backtrack. It could only predict the next token. Teaching it to “think” like a reasoning model would solve this, but would be far too slow. Sol found a beautiful solution: instead of greedily predicting the next token, beam search over all possibilities. This parallelizes the exploration instead of one linear chain-of-thought. At the end, choose the path with highest cumulative log probability. This worked great, but made the experience worse, since the user wouldn’t see progress until the whole search was done. To fix this, Sol made a clever observation: after each search step, the longest common prefix among surviving branches is guaranteed to appear in the final result, so it can be displayed immediately. As the search progresses, weaker paths are dropped and the prefix grows, so the user sees continuous progress. Sol built all this as a custom MLX pipeline that does the parallel decoding on the MacBook GPU, with just ~40ms TTFT. It’s crazy fast and entirely local. — Final eval (error reduction rate, higher is better): - Apple autocorrect: 49.66% - GPT-5.6 Luna: 82.47% - GPT-5.6 Terra: 87.64% - GPT-5.6 Sol: 90.56% - Our model (1.7B): 91.02% Final cost: - 1 quota reset (thanks Tibo) - $0 (And yes, I verified there's no cheating. In fact, we test words scrubbed from the training data to prove the model isn’t memorizing) There were a ton more details and tangents I could write about: contrastive learning, GRPO, DPO, dynamic masking, and more. Sol is a fascinating and creative model. It blew my mind so many times. Don’t let a lack of experience stop you: Sol makes AI experiments accessible to anyone!show more

🔊 Church: The bow of Elam is being broken... right now, leading the way to the next bow—the ANTICHRIST’S BOW—a bow with no arrows, A BOW OF FALSE PEACE!!! Iran’s defeat, as described in Jeremiah 49, isn’t just a single event—it sets off a chain reaction! WHAT IS HAPPENING RIGHT NOW IS SETTING UP EZEKIEL 38 — THE PLAYERS ARE ALREADY ON THE STAGE!!! But between these two bows: THE RAPTURE OF THE CHURCH! KEEP LOOKING UP!!! What we are watching in the headlines right now is not just history being made — it is Bible prophecy developing itself in real time, in front of our eyes. FIRST — WHAT JUST HAPPENED IN THE LAST 6 DAYS 🔴On Purim 2026 — as the blood moon rose over the earth for the second consecutive year on the feast celebrating Israel’s deliverance from Persia — the United States and Israel were actively carrying out Operation "Roaring Lion" and Operation "Epic Fury" against Iran. Here is what has happened since Feb 28th: 👉🏼Israel used over 1,200 bombs and munitions, hitting nuclear facilities (Natanz, Fordow, Isfahan), missile sites, air defenses, military bases, and leadership compounds across Iran. 👉🏼Supreme Leader Ayatollah Ali Khamenei was killed in a direct strike on his Tehran compound, along with senior officials and commanders, triggering leadership chaos. 👉🏼Israel warned that any successor supreme leader would be an “unequivocal target.” Iran scrambled to select one via the Assembly of Experts, but a bombing strike disrupted the meetings and the process. 👉🏼The U.S. destroyed more than 20 Iranian ships, aiming to eliminate Iran’s navy entirely. 👉🏼Israel destroyed over 300 missile launchers, struck secret nuclear-related sites, and hit regime buildings, including the Expediency Discernment Council. 👉🏼 Defense Secretary Pete Hegseth declared that the U.S. is "accelerating, not decelerating," with more assets incoming and sustained operations. President Trump projected the war could last four to five weeks (or longer if needed), emphasizing decisive progress on weakening Iran’s nuclear, missile, and naval capabilities while the conflict continues with Iranian and Hezbollah retaliation. IS THE BOW BEING BROKEN? 📖"I will break the bow of Elam, the foremost of their might" Jer 49:35 ⛓️‍💥The strikes are specifically designed to degrade Iran's nuclear program, ballistic missile capabilities, and armed forces — the very elements that allow Iran to project military power. So, the bow is being broken not metaphorically, but literally at this moment. 📖"Against Elam I will bring the four winds from the four quarters of heaven" Jer 49:36 🧭The U.S.–Israeli campaign has struck Iran from all directions: north and northwest (Tabriz, Urmia, Sanandaj), east and southeast (Konarak, Chabahar), south and southwest (Bandar Abbas, Bushehr, Minab, Shiraz), and west (Kermanshah, Ilam, Khorramabad). Central hubs like Tehran, Isfahan (Natanz), Qom, and Karaj have faced the heaviest attacks, hitting targets across the country from border to border. 📖"I will cause Elam to be dismayed before their enemies" Jer 49:37 📺Israel hacked Iranian state broadcaster IRIB, and Netanyahu spoke directly to the Iranian people in Farsi, urging them to rise in the streets "in their millions," seize the moment to overthrow the regime, and establish a free Iran. Calls like "Help has arrived" and "Take your destiny into your own hands" strike at the heart of the regime’s power, exposing its vulnerability and undermining its control. The people are being called to rise from within and beyond Iran simultaneously, leaving the rulers dismayed, fearful, and powerless to stop the growing momentum against them. 📖"I will set My throne in Elam and will destroy from there the king and the princes" Jer 49:38 👑This is the most stunning fulfillment. Khamenei — the Supreme Leader, the king — was killed. Iran declared 40 days of mourning. Ali Shamkhani, former head of Iran's Supreme National Security Council, and several other senior Iranian officials were also killed. The king AND the princes. Both. Exactly as Jeremiah said. Haman 2.0 built its gallows. And it stood on them!! 🏹The bow is being broken during the red blood moon on Purim. The king is dead. The princes are dead. Iran’s nuclear advancement and ballistic missile capabilities have been severely diminished, and its proxy support networks are being weakened as we speak. 💡But here is what we need to understand right now: Jeremiah 49 is not the destination. It is the runway. The destination is Ezekiel 38. And the players are already moving into position. WHERE DOES PERSIA RE-ENTER PROPHECY AFTER JEREMIAH? Two books later, exactly here in Ezekiel 38. 📖 "PERSIA, Ethiopia, and Libya are with them." Ez 38:5 👉🏼Persia is explicitly named in Ezekiel 38's coalition. But here we know that Persia is not leading. Persia is following. The leader is Gog — Russia. A weakened and humiliated Iran will need a powerful sponsor to rebuild. That sponsor is already moving today, in the headlines. RUSSIA — GOG COALITION IS ASSEMBLING — IN THIS WEEK'S HEADLINES 📰Russia called for an immediate end to the war launched by the US and Israel on Iran. Russian Foreign Minister Sergei Lavrov personally engaged in diplomatic efforts, holding calls with regional mediators to discuss the war. 💡But here’s the reality: Russia is watching its most important Middle Eastern ally being severely weakened—and it cannot intervene because its military is overstretched in Ukraine. Russia is sidelined and powerless to act on Iran’s behalf, revealing the limits of its “great power” claims and the reliability of its alliances. Iran is not happy with Russia at all. But hey, this is not a Russia that forgets; it is a Russia that waits… and then acts. 👉🏼That is exactly what Ezekiel 38 describes. A Russia that moves decisively — not out of strength in this moment — but out of accumulated fury, strategic desperation, and a hook that God Himself puts in its jaw. 📖 "I will turn you around, put hooks into your jaws, and lead you out with all your army."* Ez 38:4 🪝The hook is being forged right now!! TURKEY — MESHECH AND TUBAL 👉🏼Ezekiel 38 names Meshech, Tubal, and Togarmah — ancient territories corresponding to modern Turkey. And right now Turkey is publicly aligning with Russia against Israel, positioning itself as the voice of the Muslim world, and growing in regional influence as Iran collapses. Turkey's Erdoğan condemned the conflict, saying Ankara was making intense diplomatic efforts to resolve it. The Ezekiel 38 coalition that comes to attack Israel is looming on the horizon! WHAT EZEKIEL 38 REQUIRES — AND HOW CLOSE WE ARE Ezekiel 38 has specific conditions that must exist before Gog moves, and only Jeremiah 49 makes them possible. Look at how rapidly they are forming: 1️⃣Israel dwelling in false peace 📖 "A peaceful people who dwell safely, all of them dwelling without walls, and having neither bars nor gates." Ez 38:11 ☝🏼For the first time in decades, this is becoming conceivable. With Iran and its proxy network weakened, the ring of fire surrounding Israel is breaking. A regional peace framework is assembling. With Iran neutralized, the Abraham Accords will expand, and the conditions for Israel's false peace are forming from the rubble of Iran's defeat. 2️⃣The hook in Russia's jaw Economically, Israel’s gas fields are a major prize. Strategically, Russia is being humbled and losing influence in the region. Ideologically, its alliance with the Muslim world against Israel is under strain. The “hook” is forming this week, creating the anger that could pull Russia into action against Israel. 🪝And here is what makes this week's events even more significant for understanding that hook. Right now Iran has closed the Strait of Hormuz. One fifth of the world's oil and a quarter of global LNG flows through that strait. Energy prices are spiking globally today. The world is getting a live preview of what Middle Eastern energy disruption looks like. As the Persian Gulf becomes increasingly unstable and unreliable — Israel's massive Mediterranean gas fields become the most strategically valuable alternative energy prize on earth. That is the economic hook in Russia's jaw. Russia will eventually come for Israel's wealth and resources. Ezekiel 38:12 told us exactly that 2,600 years ago. 3️⃣The coalition from the north 📖 "You will come from your place out of the far north, you and many peoples with you." Ez 38:15 ✌🏼Russia and Turkey are already aligned together in opposition to Israel in this conflict — even China if we could include it. The directional and relational skeleton of this coalition is visible right now in this week's news. THE PROPHETIC SEQUENCE — WHERE WE ARE AND WHERE WE ARE GOING Based on two strong reasons, I place Ezekiel 38 at the beginning of the Tribulation — not before, or in the middle or at the end. 1️⃣The 7 year weapon burning fits perfectly 📖"Those who dwell in the cities of Israel will go out and set on fire and burn the weapons… they will burn them for seven years." Ez 39:9 If Ezekiel 38 happens near the beginning of the Tribulation, the 7 year burn period ends right at the Second Coming. The math works perfectly. 2️⃣We know the Tribulation is the period of God’s direct judgment on the world. 👉🏼By that time, the Church is gone and the Holy Spirit’s restraining work through the Church has been removed. God begins dealing with the world directly, supernaturally, and undeniably, forcing every nation on earth to acknowledge that He alone is God. 👉🏼In Ezekiel 38, we see Russia’s coalition destroyed not by human armies, but by God Himself. No enemies intervene. No U.S. military. No Israeli air force. The Lord personally rains down fire and brimstone — a supernatural judgment with no possible human intervention or explanation. Jeremiah 49 = man as God's instrument Ezekiel 38 = God as His own instrument So based on this I will put Ezekiel 38 here: 🔗Rapture → White Horse/Antichrist → Covenant/False peace → Red Horse/Ezekiel 38 → God destroys Gog → Antichrist in temple → Great Tribulation → Second Coming BUT, WHEREVER YOU LAND ON THE TIMING — HERE IS WHAT IS UNDENIABLE ⏰RIGHT NOW: Jeremiah 49 The king and princes are already destroyed. The bow of Elam is being broken. Iran’s nuclear program is weakened, and its proxy networks will be dismantled. The dominant Middle Eastern threat to Israel is being removed, leaving the stage completely free and clear for peace and safety. 📖“For when they say, ‘Peace and safety!’ then sudden destruction comes upon them, as labor pains upon a pregnant woman. And they shall not escape” 1 Thes 5:3 What comes next on your own timeline: 1️⃣A window of peace for Israel emerging from the chaos 2️⃣Abraham Accords expansion and a false peace framework 3️⃣Russia rebuilding and repositioning with a reformed Iran/Persia 4️⃣The Rapture? It's imminent—it could happen at any moment, before the Antichrist is revealed and before the seven-year Tribulation begins! 📖 "Because you have kept My command to persevere, I also will keep you from the hour of trial which shall come upon the whole world." Rev 3:10 🔊CHURCH: Between Elam’s broken bow and the Antichrist’s peaceful bow, the Church — the Bride of Christ — is called home before the Tribulation begins!! Like Esther brought into the king’s palace before Haman’s judgment was executed. Like Noah, sealed in the ark before the flood. Like Lot, brought out of Sodom and Gomorrah!! Every player is moving into position! Israel’s peace window is opening. Russia and Turkey aligning and the hook is being forged!!! Every single piece Ezekiel described 2,600 years ago is in motion right now! We are on the runway!!! KEEP PRAYING, KEEP PREACHING THE GOSPEL!!! WE’RE SOON GOING HOME! Maranatha 🤍— Come Lord Jesus, Come!!!show more