PSA: ICP Community - We have an issue that needs to be resolved for the @catalyze_one DAO. We submitted a normal treasury proposal earlier today. Unfortunately someone cloned the proposal an hour or so later (with a non Catalyze wallet) and a large token holder accidentally voted yes on both of proposals. The second proposal is fraudulant and will not be going to the Catalyze DAO but to an individual scammer. Real DAO 237 Proposal: nns.ic0.app/proposal/?u=uly3… Fake Cloned 238 Proposal: nns.ic0.app/proposal/?u=uly3… Please vote NO on the fake one 238. We are going to file a motion proposal on Friday AM to take down the second fake proposal if possible. We know the community has been supportive and beyond patient with Catalyze. We still believe in ICP and have plans for Catalyze but the market has slowed us down like so many other projects. We hope this fraudulent proposal can be take down down ASAP. We have new designs for Catalyze 2.0 but this kind of loss will handicap us badly. @PassionPlanet1 @dfinity @TheTacoDAO Please pass it on!! @JanCamenisch @DfinityToday @rem_codes @GreenJhart

Yes the Fed is too tight.

Nice 🔥 This illustrates how you can build true cryptographic privacy on top of the Internet Computer. There are lots of privacy narrative protocols these days where operators have backdoors, or which rely on weaker hardware-based privacy (TEEs). Here, performance + real privacy

MIEPS on $ICP continues moving higher 📈 MIEPS (Millions of Instructions Executed Per Second) measures the actual useful work a blockchain performs and is one of the most meaningful performance metrics available. Right now, a single ICP subnet is more compute-intensive than Avalanche, Ethereum, NEAR, Cardano, and Solana combined. That’s just one subnet — ICP currently runs 42 of them.

Canada CPI MOM 0.1% Core trimmed CPI 1.8% YOY and declining Where are the 2nd and 3rd round effects ?? With a weak economy BOC should not hike.

🚨HISTORY: JJ McCarthy came into the game with 11 minutes left and the Giants down 34-10. He cut the lead to 34-27 and nearly tied the game. He threw for 243 yards. The MOST in an 11 minute span in NFL HISTORY. WOW

PSA - Matt Stafford is done. He looks washed and he cannot throw the ball. His decision making today was horrific. McVay looks lost as well. AZ will win but the Rams lost this game from the first snap. Start Ty Simpson next week. @RamsNFL Lucky break for AZ and well done on defense.

Nobody publishes holder retention, so I spent three days computing it for five tokens. It means reading every transfer from a contract’s deployment to now to get the day each address first received the token, then checking who still holds. For $PEPE that’s 1.59 million addresses across 1,284 days. Raw: $STRK 39.0%, $W 35.9%, $FET 32.5%, $APE 29.8%, $ZAMA 17.0%. Those aren’t comparable as they stand, because an older token has had longer to lose people. Matching cohorts on exposure fixes it: take everyone who arrived in each token’s last twelve months, so every group has had the same time to leave. $STRK 42.5%, $W 39.5%, $APE 39.3%, $ZAMA 17.0%. Three land within three points of each other. The fourth keeps less than half as many. ZAMA is the one I scored 98 out of 100, manufactured, from its social data alone. Its biggest cohort is 21,762 addresses that arrived in a single month, and 89% of them are gone. One token isn’t proof. It’s the first time I’ve been able to check a social score against what the chain did afterwards, and they agree.

With cloud engines, apps run without cycles, and now, deploying to the shared Internet Computer subnets will be a breeze too. Agents can show users QR codes, so they can pay with their credit cards, avoiding token friction. ICP is becoming mainstream agentic infrastructure.

Apps on the Internet Computer (@dfinity) pay for compute with cycles, and $ICP is burned in the process. Newly minted $ICP goes to node providers and stakers. bsc.news/news/icp-burn-cycle…

JUST IN: Internet Computer joins ChatGPT’s plugin directory The $ICP ecosystem now lets ChatGPT read data and make changes across multiple ICP apps from a single conversation, with the project citing an $852B valuation following a $122B funding round.

Something to ponder. DYOR

BREAKING: The Internet Computer is now in the ChatGPT plugin directory of OpenAI, valued at $852B after its $122B round. From one chat, ChatGPT can read data and make changes across several ICP apps. @dfinity

JUST IN: Fidelity says a new 4-year cycle Bitcoin bull market could be underway, driven by power law patterns. "There doesn’t seem to be a narrative, but then again, bull markets rarely start with one." — Jurrien Timmer @TimmerFidelity

The sardine is the most nutrient-dense and environmentally sustainable protein source available. A single can provides: - Over 2g of combined EPA and DHA omega-3s - Complete protein with all essential amino acids - Calcium from the edible bones - Vitamin D, B12, selenium, and CoQ10 - Minimal mercury, sardines sit at the bottom of the food chain Most people who try them prepared well become regulars. Try them on cucumber with olive oil, lemon, capers, and sea salt.

Here are 6 science-proven tips to keep your heart young: 1/ Consume berberine… 🧵

Investing thesis. 1) Chop until midterms. S&P 500 10,000 2027 target. 2) Rates coming down. Yield curve normalizes: Bull steepener. 3) Breadth will expand. Look at S& P 500 equal weight. 4) expect flows into interest rate sensitivity areas. Financials, Housing, Real Estate, Small Caps, Consumer Discretionary. 5) high quality AI names still have room to run. 6) Crypto enters a Supercycle. 7) ignore the noise. Have a great weekend

Warsh at the IMF: Growth Meets the Hammer Kevin Warsh offered the right diagnosis in his IMF interview: “The investment surge isn’t by accident.” “Policy matters.” He should follow that insight to its conclusion: Trump’s America First policies are helping build the microeconomic foundations needed to escape secular stagnation. For years, the prescription was more demand. Bernanke discussed helicopter money; Krugman championed fiscal stimulus. My objection is that stimulating expenditure within a globalized economy was no substitute for making America a more attractive place to build, manufacture, and invest. To be blunt decades of Keynesian demand side, helicopter money was an abject failure. Trump and Bessent’s Hamiltonian approach changes those incentives. The 100% deduction for qualifying production facilities, with its January 2031 placed-in-service deadline, rewards domestic capital formation. Combined with AI, America First offers a route to escape secular stagnation to expanding productive capital and the re tooling of America. Why do so many on Wall Street and inside central banks miss this? Too often, their framework starts with aggregate spending, employment, and inflation, not the changing incentives beneath them. Strong growth becomes a warning to tighten rather than a reason to reassess the economy’s productive limits. Hall and Woodford’s Nobel-recognized work underscores why microfoundations matter. Businesses respond to expected returns and incentives. Their decisions shape macroeconomic outcomes. Greenspan understood this. He recognized productivity improvements before the statistics confirmed them and resisted pressure for further tightening in 1996. Warsh acknowledged the same possibility at the IMF, calling AI “a positive supply shock in the medium term.” Yet he is failing the policy test. Hiking into an oil-induced negative growth shock is a mistake: demand-management dogma applied to a supply disruption. September’s core CPI makes the problem concrete. Shelter accounted for roughly three-fifths of its monthly increase. Higher rates can make construction harder to finance, delaying the supply response needed to ease rents. This is a transition, not an overheating machine. Productivity gains arrive unevenly; borrowing costs hit exposed borrowers immediately. Monetary policy is a blunt hammer, striking housing, smaller businesses, and debt refinancing. Escaping stagnation should support a more normal yield curve. It does not justify crushing today’s cyclical economy. Warsh sees the investment boom. He must recognize its policy foundations and stop obstructing its diffusion.

Oat milk and Almond milk are NOT GOOD for you.

Pakistan's national complaint management platform was built with Caffeine, DFINITY's AI app builder on the Internet Computer. The Pakistan Digital Authority's February deal with DFINITY included 1,500 Caffeine licenses. @dfinity

The response to my article about tokenizing water rights in Utah has been interesting, and it reinforces why I think this conversation matters. Water is one of the most consequential assets in the West. It affects agriculture, housing, economic development, and increasingly, the infrastructure powering AI. Utah already has a legal framework for water rights and markets for transferring them. The opportunity is to modernize the infrastructure around those rights. Better records. More transparent ownership. More efficient transfers and leases. New ways to structure financing around legally recognized rights. Tokenization won't create more water. It won't override state law or solve the underlying scarcity problem. But it could help make the systems governing a scarce resource more transparent, programmable, and accessible. The most compelling RWA use cases aren't about putting everything on a blockchain. They're about asking what better financial infrastructure could unlock for assets that already matter. Utah is an interesting place to explore that question. And I suspect water is just the beginning.