How DeFi Gets Its Edge Back?
I’ve been thinking a lot about how #DeFi# kinda lost the plot.
What started as this wild, permissionless experiment in financial coordination slowly got eaten up by the same playbook.
The infra got shinier. The narratives got louder. But the apps were mostly just new wrappers on the same rails.
Then I started looking deeper into what Anoma’s building, and it made me realize DeFi needs a new substrate.
What @anoma's doing with intents and solver-based execution is coordination reimagined from the bottom up.
With intents as a first-class primitive, users stop clickin

Not long ago, choosing ETH as a strategic reserve might’ve sounded speculative.
But today, it’s increasingly a rational move, and I think we’re only at the beginning of this shift.
What strikes me most is how ETH has quietly transformed from a misunderstood smart contract asset into programmable reserve collateral for the digital economy.
The total Strategic ETH Reserve is now 2.32M ETH (~$9B). It has increased almost 2x since July 6th.
The top 3 ETH strategic companies are:
🥇 Bitmine: $2.2B ETH
🥈 Sharplink: $1.4B ETH
🥉 Ether Machine: $659M ETH
Moreover, buying pressure is not just coming f

I can finally say, the $VISION rollout is just around the corner. @UseOpenVision
By next month, enterprises will be able to deploy Vision Language Models (VLMs) on live video streams and actually monetize it.
✨ What is VisionHost?
It’s an enterprise-grade platform that connects live streams (CCTV, drones, dashcams…) to Vision3 models for on-the-fly detection, tagging, and inference.
✨ Why this matters:
It’s activating a sustainable flywheel:
– Usage fees power a buy & burn mechanism for $VISION
– Enterprises need to hold $VISION or pay extra in USDC
– Holding unlocks discounts, priority queues

Lately, most new projects are choosing to prelaunch on #Kaito.
And tbh, it works.
✅ Massive mindshare boost in a short time
✅ Hundreds of Yappers competing to talk about you
But if you track what happens after the launch, a clear pattern emerges:
→ The chart dumps.
📌 Why?
– Heavy airdrop sell pressure: thousands of wallets rush to claim and dump
– Yapper rotation: the moment prelaunch ends, Yappers move to the next farm
– No incentive to stay: no staking, no point rounds, no follow-up campaign
📌 That’s the paradox here:
Kaito gives you short-term attention, but without deeper infrastructure,

What’d they ship? CryptoModels 1.1.9 just dropped:
– Now supports multi-model serving, so you can load a whole fleet of models with one command
– Works out of the box with chat, embeddings, and image gen
– Smarter fallback logic, cleaner CLI logs, and Mistral model support
– Includes Devstral-Small by Mistral, preserved with verified hashes on Filecoin
Basically turns your local agent into a mini open-source ChatGPT stack but you own it, and it runs on your machine.
Now pair that with what’s coming :
🔹 Local Model Installer: Redesigned UX makes it dead simple to get models running on your mac

How to Survive the Top and Still Win the Cycle
I’ve seen it happen every cycle: People make life-changing gains, then give it all back trying to squeeze out that last 20%.
I’ve done it too. Held too long and watched the gains vanish.
[1] Take Profits Early
If your bags are up 3x, 5x, 10x → start selling. Don’t wait for the absolute top. Cash is underrated when everyone else is euphoric.
[2] Reduce Overall Exposure
As risk goes up, I pull capital out. Not fully out of the game, just not overexposed. I'd rather miss a bit of upside than ride the full downside.
[3] Keep a Small High-Risk Stack
I

The core unlock here is how Hemi treats Bitcoin as a fully integrated security and data layer.
Instead of just sending BTC to some bridge and calling it interoperable, Hemi syncs real Bitcoin state directly inside the EVM.
You can literally query Bitcoin UTXOs and balances inside a smart contract. It’s all happening trustlessly via a fully indexed node running inside the #hVM.
And the incentives are finally lining up.
They’ve got a 4-role consensus model that pays different actors to keep the network honest, secure, and final:
- Bitcoin Secure Sequencers (BSS)
- PoP Miners anchoring blocks to

Gm! What’s your ETH target? I think it’s just the beginning for ETH in this cycle, the real massive inflow is coming.
Here’s why:
✨ Spot ETH ETFs are already breaking records
We just hit a new all-time high in daily inflows. That’s before most platforms even open it up to wider retail.
More importantly:
→ 99% of volume now comes from spot ETH, not futures.
This isn’t a short-term speculation pump. It’s long-term positioning.
✨ Treasury allocation is beginning
We’re now seeing early signs of corporate treasuries and funds adding ETH alongside BTC.
What used to be a Bitcoin-only club is starting

It’s not the shiny chatbot you type into. It’s the quiet bodyguard behind the scenes, filtering lies, catching hallucinations, and verifying every AI output before it reaches you.
You feel its absence when a model hallucinates court cases, invents citations, or confidently lies to your face.
Mira is that layer. It breaks outputs into claims, sends them to validators, and only passes what’s verified. It doesn’t try to correct the model. It filters it.
So as apps race to add LLMs everywhere from education, healthcare, and productivity to agents and finance, it’s this invisible verification layer

Cumulative #Ethereum spot ETF trading volume just surpassed $100B.
We deserve a big, big altcoin season after 4 years.
Back to the fundamentals: BTC → ETH → Alt season.
#ETH

Over an hour of dev brain-melting detail, but the vision is getting clearer.
✨ Some fresh alpha #BTCfi that CT hasn’t shipped yet 👇
1️⃣ First off, Bitcoin state access is real and the way #Hemi does it is wild.
→ Smart contracts on Hemi can read Bitcoin’s UTXO state directly, not a mirror or a wrapped proxy. Real Bitcoin, two blocks behind the tip.
→ This is possible because of TBC, their own embedded Bitcoin node (14k lines of Go), designed to plug into an EVM like it was always meant to be there.
→ It’s deterministic, secure, and even handles Bitcoin reorgs gracefully. Devs can tune finalit

Strategic ETH Reserves might be the next big narrative this cycle.
More and more companies are quietly accumulating ETH and locking it into their treasury -just like MicroStrategy did with Bitcoin in the last bull.
Now, the macro tailwinds are aligning:
▫️ Staked ETH just hit a new all-time high:
→ 29.65% of supply
→ Valued over $108.9B
▫️ Onchain US stocks are gaining traction through Robinhood and xStock
✨ So here's the real alpha:
We’re likely entering a new wave of companies that are holding ETH in their treasury as a strategic bet on programmable capital.
This could be the ETH version of

So apparently we’ve reached the part of the timeline where proving you're human onchain doesn’t involve eyeball scans or captcha puzzles but taking a shit lmao
You log your bowel movement, and that becomes your proof-of-humanness.
Dumb and hilarious af. We might actually be in the era of biometric proof-of-poop.
What does it say about crypto that this might be the most unforgeable form of proof we’ve come up with?