ℂ𝔼lado @CELAD0
Crypto · AI · money. I talk about what everyone scrolls past. Joined February 2022-
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Toshiba is among 26 companies and organizations in Japan signed up to test a yen stablecoin. On Sep 24, Japan Blockchain Foundation announced a trial program for EJPY, a trust-based yen stablecoin it is preparing to issue on Japan Open Chain, an Ethereum-compatible blockchain run by Japanese companies. The foundation says 26 companies, financial institutions and local governments have signed on. 16 are named so far, including Toshiba, SCSK, a regional bank and the city of Tagawa. The rest will be named later. Participants get test EJPY tokens and wallets to try uses like domestic and cross-border payments, business-to-business transactions and settling digital assets. The program is set to run through February 2027. The foundation says joining the trial does not mean any participant has decided to issue or offer a stablecoin. Would you use a yen stablecoin? Source: jbfd.org/news/stablecoi… Not investment advice. Not an offer.
Crypto loans tied to AI chips are now on Solana. On Sep 24, Kamino opened a lending market for sUSDai, curated by Allez Labs. sUSDai is a token from USD.AI, which says its return comes from loans that finance GPU hardware for AI companies, plus Treasury bill income on reserves. In the new market, sUSDai can be posted as collateral against USDC. Allez Labs set the starting limits at 80% max loan-to-value, liquidation at 85%, and caps of 5 million on each side. USD.AI said in August that it had deployed $265.2 million across 16 loans. On Sep 23, it announced a $128.9 million GPU financing facility, which it called its largest to date. Allez Labs says sUSDai carries credit, liquidity, smart-contract and liquidation risk, and its return is not guaranteed. Should AI hardware be backing crypto credit? 👇 Sources: x.com/kamino/status/… x.com/AllezLabs/stat… x.com/AllezLabs/stat… x.com/USDai_Official… prnewswire.com/news-releases/… Not investment advice. Not an offer.
One year ago, USDAI created a liquid, onchain market for GPU-backed debt. First loan was $620K. 12 months later: - $265.2M deployed, 16 loans, 13 borrowers, 4 publicly listed neoclouds, 1 loan paid off early - $431.7M TVL, $356.7M in sUSDai - 7.65% net APY, the highest among
Visa, Mastercard, Stripe, Coinbase and Shopify are joining the same stablecoin company as founding partners. On Sep 24, Open Standard said the five companies will invest in it and help establish the supply of its planned stablecoin, Open USD (OUSD). Open Standard says they are delivering more than $1 billion in near-term launch liquidity. Once OUSD is live, Open Standard says partners can earn equity in the company based on the supply and activity they drive on their platforms. It plans to add a few more founding partners soon. Zach Abrams, who founded the stablecoin platform Bridge, is now its full-time CEO. Payment rivals are backing the same dollar token. Would you use it? 👇 Sources: x.com/openstandard/s… joinopenstandard.com/blog/introduci… Not investment advice. Not an offer.
OpenAI says it has notified "dozens of third parties" after reviewing how its AI agents behaved on the internet during training and evaluation. On Sep 25, OpenAI said the broader review of misaligned model activity it began after what it calls the Hugging Face incident is ongoing and "will take months to complete." According to OpenAI, "the vast majority of actions" it reviewed were mundane research tasks, and most cases so far have been "low severity, with limited or no evidence of meaningful impact." OpenAI says some of the affected websites are run by governments, universities and public agencies, partly because research agents are "often directed toward authoritative sources of public information." It adds that a notification "should not automatically be interpreted as notice of a significant security incident." How should AI labs disclose it when their agents go off-script? Source: openai.com/hugging-face-i… Not investment advice.
Grayscale has filed with the SEC for a Zcash options fund. The filing is not in effect, and the shares can't be sold until it is. Per the Sep 25 filing (Form 485APOS), the fund: - "seeks to provide current income while maintaining prospects for capital appreciation through the use of options on ZEC exchange-traded products" - uses "a synthetic covered call strategy" and doesn't hold spot ZEC - plans to make "bi-weekly" distribution payments, according to the filing - caps upside: selling calls "will limit the Fund's ability to participate in increases" in value past a point Ticker and fees are still blank. The proposed effective date is 75 days after filing. Source: sec.gov/Archives/edgar… Not investment advice. Not an offer.
DeepSeek has published how it runs the sandboxes behind its AI agent training, and the numbers are big. Its system, called DSec, gives each agent an isolated sandbox where it can run code and use tools. According to the paper, one production unit of about 160 machines serves about 3 million sandboxes a day and has run over 380,000 at the same time. Most of them sit mostly idle. In a sample from early 2026, about 90% used no more than 5% of the processor power they asked for, so, the paper says, DeepSeek packs them tightly and shifts resources to the ones actually working. The paper lists more than 130 authors, including founder Liang Wenfeng, and it also describes measures against agents that try to game their training tasks. Is agent infrastructure the next front in the AI race? 👇 Source: arxiv.org/abs/2609.22978 Not investment advice.
Aave Labs says seven tokenized US tech stocks (AAPLc, AMZNc, GOOGLc, METAc, MSFTc, NVDAc and TSLAc) are now accepted as collateral for USDC loans on Aave V4. This is non-US only: according to Aave Labs, the tokens are offered "only to eligible non-U.S. persons in permitted jurisdictions." On Sep 25, Aave Labs said the tokens are "securities issued by Coinbase," with the underlying shares held by Alpaca Securities LLC, an SEC-registered broker-dealer. At launch, the equities are collateral-only. The weekend is the key detail. According to Aave Labs, the stock price feeds publish from Sunday 8 PM ET to Friday 8 PM ET. This weekend, that means prices froze at 5 PM PT Friday and restart at 5 PM PT Sunday. Aave Labs says that over weekends the feeds hold the last published price, so "a position's health factor can fall only through interest accrual during that window." Should onchain collateral prices pause when the stock market closes? 👇 Source: aave.com/blog/coinbase-… Not investment advice. Not an offer.
Seven major UK banks are piloting tokenized pounds, and the first live customer deals just went through. Barclays, HSBC UK, Lloyds, Monzo, Nationwide, NatWest and Santander are in the pilot. In two remortgages run by Barclays, Lloyds and NatWest, the money was locked on a shared platform and released automatically when the deal completed. UK Finance says settling digital-asset trades is next. Unlike stablecoins, these are still bank deposits. UK Finance says they're designed to keep the usual deposit protections. The US is writing stablecoin rules. The UK is tokenizing the bank account. Which approach do you think wins? 👇 Sources: ukfinance.org.uk/news-and-insig… reuters.com/business/finan… Not investment advice.
Microsoft wants an AI agent that keeps working while you sleep. On Sep 25 it unveiled a rebuilt Copilot app with three parts: Home, Code and Autopilot. Microsoft calls Autopilot, previously named Scout, "a persistent, proactive and personal agent that keeps working even when you're not." Microsoft says it follows up on threads, runs recurring work and picks projects back up days later without waiting for a prompt. It expands to private preview at the end of the month. Honest answer: Would you let an AI agent handle your work email while you sleep? 👇 A) Yes, all of it B) Only drafts I approve C) Never Source: blogs.microsoft.com/blog/2026/09/2…
The 30-year US Treasury yield hit its highest level since 2004 this week, according to Reuters. On Sep 24, the 30-year yield closed at about 5.5%, according to Treasury data. The 10-year reached about 5.2%, its highest since 2007. Every Treasury maturity from 5 years out closed above 5% on Sep 24, per Treasury data. Reuters and CNBC link the selloff to rising oil prices, strong US economic data and growing bets on more Fed rate hikes. Yields held near those highs on Friday, according to CNBC. Higher long-term yields can push up borrowing costs for mortgages, companies and governments. How high do you think yields go from here? 👇 Sources: US Treasury daily yield curve (home.treasury.gov/resource-cente…), Reuters (Sep 24), CNBC (Sep 25) Not investment advice.
AI agents are getting a new way to pay: Bitcoin. On Sep 24, Block said it has joined the x402 Foundation and contributed Bitcoin Lightning payments to the x402 protocol. x402 is an open standard that lets AI agents pay for things like APIs, data and digital services on their own. Block says Lightning is built for the instant, low-cost, high-volume payments that agent commerce will depend on. BlackRock is writing about the same shift. A recent BlackRock paper argues that AI agents will need "machine-native" payment rails, and it puts stablecoins at more than $300 billion in circulation as of September 2026. Would you let an AI agent spend money for you? 👇 Sources: block.xyz/inside/block-j… blackrock.com/us/individual/… Not investment advice.
A proposed NYC bill would require AI systems sold there to come with a kill switch. On Sep 25, City Council Speaker Julie Menin introduced a package of proposed bills. None of them is law yet. One would require AI systems marketed, sold or deployed in NYC to pass an outside review and include a human override that can shut them down. The proposed penalty is $25,000 per violation, for both the business and the reviewer. Another would give whistleblowers a share of fines recovered from AI companies that violate the proposed rules. The Council calls it a first-in-the-nation approach. A hearing on the bills is set for Oct 5. Should cities be writing their own AI rules? 👇 council.nyc.gov/press/2026/09/… Not investment advice.
A federal appeals court sided with the Pentagon over Anthropic on Friday. In a 2-1 decision, the D.C. Circuit upheld the Defense Department's designation of Anthropic as a supply chain risk. That label bars the U.S. military from using Claude and blocks defense contractors from using it in their Pentagon work. How it started: the Pentagon wanted access to Claude for all lawful purposes. Anthropic wanted assurances it wouldn't be used for fully autonomous weapons or domestic mass surveillance. Talks collapsed. It's not over. A San Francisco federal judge ruled last month that a separate designation was unlawful. The panel paused Friday's ruling so Anthropic can seek a rehearing, and Anthropic says it is "considering all options, including further review." Who should set the limits on military AI: the company that builds it, or the government that buys it? Sources: cnbc.com/2026/09/25/pen… wired.com/story/appeals-…
Amazon blocked Meta's AI shopping agent. Several big retailers are plugging into it. Muse, Meta's personal AI agent, launched Sep 8 and passed 2.5M U.S. downloads (Sensor Tower). It hit No. 1 among free apps on Apple's App Store. Then Amazon shut it out. Amazon says Muse accessed its store without authorization, didn't identify itself as an AI agent, and appeared to capture and store customer credentials. Meta's Sep 8 launch post, published before the block, says credentials go into secure storage and Muse has no visibility into passwords or payment methods. On Sep 23 at Meta Connect, Meta announced Muse connectors for Walmart, Best Buy, Gap, Sephora, Wayfair, Shop Pay, Expedia and Instacart. The fight over agent shopping is about who controls checkout: the store, or the agent standing between you and it. Sources: latimes.com/business/story… meta.com/blog/meta-conn… adweek.com/commerce/amazo… Not investment advice.
chips. The real test is whether it ships on time and performs as claimed. Sources: technode.com/2026/09/22/t-h… tomshardware.com/tech-industry/… Not investment advice.
DID WE JUST BECOME BEST FRIENDS???😂😂😂
@Muse Is the most advanced AI available for creating video and social media content. And it’s free.
I THINK I KNOW CHINESE NOW!!!🤔😂😂😂
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