👀 Chain, Chain, Chain... Chain of Subchains 🚂
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Today, I had a productive call with Japanese Finance Minister Satsuki Katayama. Our conversation built on President Trump’s discussion with Prime Minister Sanae Takaichi earlier this week and reflected the strength of the U.S.–Japan partnership. We discussed the desirability of a strong yen that reflects Japan’s strong economic fundamentals, and the importance of staying in close communication on currency markets.
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A new feature to the Web Wallet? @mitchliu @Theta_Network
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It's all one big 🕸
Zhang Yiming, the founder of TikTok parent company ByteDance, has overtaken Indian tycoon Gautam Adani as the richest person in Asia. bit.ly/3VBUOaY
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🚨🚨🚨
🚨 BytePlus, ByteDance’s enterprise technology platform, is bringing its proprietary AI model portfolio to Theta EdgeCloud
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👀
🚀 Seedance 2.5 and BytePlus frontier AI models are now live on Theta EdgeCloud. Developers can access ByteDance’s latest video, image, speech, and multimodal models, including Seedance 2.5 and Seedream 5.0 Pro, through Theta’s distributed AI infrastructure. Read more 👇 blog.thetatoken.org/seedance…
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🔥🔥🔥
Nvidia $NVDA CEO Jensen Huang just said: “I wouldn’t be surprised if the amount of compute necessary to develop these models increases by a factor of 10 because the evaluation is so rigorous.”
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👀 "This leap reflects the advantage of a larger scale-up GPU domain and codesigned software in delivering significantly better inference efficiency."
NVIDIA Vera Rubin NVL72 runs agentic workloads at 30x higher throughput and 45x lowest token cost enabling AI factories to profitably serve agents at scale. Read our blog highlighting the latest @SemiAnalysis AgentX results: nvda.ws/46IX7eR
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"It's GO TIME"... LFG 🚀🌕
It’s GO TIME. The @CFTC is utilizing its existing statutory authorities to establish a crypto asset regulatory market structure. @POTUS promised clear rules of the road for crypto and we are shipping them.
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Aging like fine wine 🍷
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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JJ knows...
The. Great. Crossover.🔀
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Samsung is collaborating with @KTgmrt and @SKTelecom to bring #AIRAN and physical #AI into real-world industrial environments, using #private5G networks to enable intelligent robots and help lay the groundwork for AI-native #6G. news.samsung.com/global/sams…
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Paying attention?...
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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I am not insinuating anything, but where is the compute coming from...
🚨HOLY MOLY: Alibaba just laid out one of the most aggressive ASI roadmaps yet. >Qwen 4 is already in training >Qwen 4.5 + Qwen 5 planned to scale to 5–10 TRILLION parameters. holy moly >Qwen says it’s making progress on recursive self-improvement (RSI) >models find their own weaknesses, design experiments + synthesize data to improve themselves >M890 supernodes already infer models above 2T parameters >V900 clusters can scale to 500,000 cards >Alibaba Cloud targeting 20GW+ of global datacenter capacity by 2032 Alibaba previously roadmapped V900 for Q3 2027. It now says mass production + commercial release start in Q1 2027. Eddie Wu says machine “thinking” will eventually exceed all human thinking by 1,000×. Models + chips + datacenters. China is just Crazy now.
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“Inference is forever, as we like to put it, and those costs compound." -David Driggers, CEO and founder of Cirrascale Cloud Services
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Joe Stevens retweeted
⚠️Stop blaming influencers for your investment results! That’s not analysis. That’s outsourcing responsibility. Do this instead: - Follow bulls AND bears - Steal their reasoning - Ignore their certainty - Assign your own odds (60/40, 70/30, whatever) - Size the trade yourself
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Agents are about to take over AI, Finance and everything in between, as a lot of industries will merge and or overlap. Humans who are asleep at the wheel are about to be left out of opportunities that will most likely lock them out as being a real Player forever bc Agents are faster and have access to information at a blink of an eye. The time to catch up is now or forever be a Non-Player-Character (NPC).
⚡ The world is about to move very fast. AI. Crypto. Bitcoin. Robotics. Energy. Geopolitics. Monetary change. The next five years will create extraordinary opportunity. They will also punish anyone navigating them with stale frameworks. Choose your signal carefully. The Inner Ring is built for the transition ahead. We are not interested in predicting tomorrow’s candle. We are interested in identifying the structural shifts that redefine the next several years before consensus understands what changed. That is the edge And it compounds. Welcome to the signal. 👇 substack.com/@sightbringer
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Situations look chaotic until they are not as swings can happen faster than most anticipate.
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Agents won't respond to hype, influencers, or FOMO But they will respond to best compute price to performance, open access to infrastructure, and on-chain verification $THETA EdgeCloud's foundation is set, and the agents are coming ⏰️...🚀
Theta EdgeCloud is now 100% AI agent native. Cloud infrastructure was built for people to provision machines, but the next generation of infra will increasingly be provisioned by software itself. We're ready for that change. Check our score: isitagentready.com/www.theta…
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TEC is the hive and the Agents are about to swarm...
Theta EdgeCloud is now 100% AI agent native. Cloud infrastructure was built for people to provision machines, but the next generation of infra will increasingly be provisioned by software itself. We're ready for that change. Check our score: isitagentready.com/www.theta…
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