gmsers.com

at least double the size, $4b per operation, from sept 9. yields and the dollar fell and gold spiked the moment it landed.

moderna and merck's custom mrna therapy hit its goal in a phase 3 melanoma trial, the first late-stage win for one. the stock roughly doubled.

two registration exemptions plus a safe harbor, per @laurashin. @TimHaldorsson reads it as a $75m-a-year raise path with no full registration, and the start of us token launches.

coinbase, ripple, robinhood and others sat down with trump and the sec and cftc heads over the stalled clarity act, per @MarioNawfal.

@Matt_Hougan's tally: the sec's crypto rules, the treasury's buyback move (which he calls yield curve control), and the white house meeting.

unitree's offering was more than 5,500x oversubscribed and touched +629% intraday, per @MTSlive.

@Rewkang's math: it opened near $66b, 35x its last vc round of $1.9b, against hyundai buying boston dynamics at $1.1b in 2021. his caveat is that almost nobody understands the company.

sam altman said the company wants to meet its own alignment, security and monitoring standards first, per @TraffAlex's roundup.

@pedrouid: first-ever crypto rulebook, market shrugs. he's been through plenty of bear markets and says this one is weird.

@dampedspring says bessent is dressing up like yellen, refusing to let markets clear, and adding inflation while weakening the dollar.

@fejau_inc reads the dovish signals as marginal macro policy shifting to the treasury, with the explicit goal of keeping the buildout financed.

gip-153 passed 123,158 to 115. it becomes the first zk-proven "ethereum economic zone", claiming synchronous composability with mainnet that no l2 has today.

securitize and neuberger launched a tokenized fixed income fund holding high yield bonds, clos and leveraged loans, per @toly.

@PushChain, citing token terminal: almost all of it in usdc, every payment settled fine, none of them verified whether the job was done well.

per @mattwyndowe: jane street, kleiner perkins, sequoia, a16z, peter thiel, bcv and blackstone all in one round.

@RyanWatkins_ lists the tells: druckenmiller buying $hype, robinhood launching its own l2, and paul tudor jones adding to his bitcoin position.

it filed amendment no. 4 to its s-3 for a listing on nyse arca, per @BarrySilbert.

the vehicle is called superplanet, ticker $supa, with a five-year lockup on its shares, per @laurashin.

@IvanOnTech's read is that the bears are weak if this is all the damage they can do.

@alpha_pls calls it a very low-volatility choose-your-direction moment, with the last 24 hours of policy news setting up the bullish case.

$250m of it landed today, per @Cointelegraph.

jérôme de tychey walked through the curve change, explained by @gabe_onchain. @IslandHunting's related argument: staking issuance isn't real yield, it just redistributes between holders.

@lex_node started laying out why eip-8363 is a mistake, tracing it back to the 2024/2025 bull market's top projects.

@Ondo lists it as mrnaon across solana, ethereum and bnb chain — which meant the phase 3 pop was tradeable onchain.

@Hesamation on the timing of dario's claim versus the moderna-merck result. coincidence, but a very funny one.

the usa₮ faucet from @Selfxyz and google cloud is live on celo, using privacy-preserving id checks for 18+ users in approved countries.

@0xPolygon's oms handles the routing behind uquid's new shopping mini app.

deposits and withdrawals still settle onchain and stay verifiable, but nothing points back to you.

same token, same contract, new ticker $busd. the point is that institutions can tell what it is at a glance.

@moonpay turned it on for eligible us customers on ios, with android coming.

@EkuboProtocol's new wallet is aimed at people doing onchain work alongside an agent rather than clicking through a browser extension.

fluid, from the instadapp team, is now a usdc yield source for mixusd on mainnet.

@decentrek on the irony: base's bridge home settles in a day even in its multi-prover setup, so a different chain is the quicker hop.

pre-ipo perpetuals from hyperliquid's ecosystem were taken to the sec, per @Quicknode's 48-hour recap.

@coingecko's cumulative count: base 19.5m, solana 16.0m, bnb chain 3m.

trading through the robinhood wallet gets a 2x multiplier.

an engineer there, @oFonCK, said the day was rough and pointed people at the root cause report rather than pretending otherwise.

@hnshah's post traces twenty years of git infrastructure and what makes it hard to scale.

free mode is powered by gpt-5.6 luna.

@antirez hit his openai and anthropic 20x limits days early and is considering opening yet another account.

@valcoholics1 squeezed a 448x448 monocular depth model to ~8ms on an m4 pro and used it for lighting in typegpu.

gortex indexes code for agents and ides over a cli and an mcp server, via @tom_doerr.

alexandria uses an llm to annotate the script and qwen3-tts to read it, via @tom_doerr.

lexicon runs the whole thing locally, via @tom_doerr.

swetrix is privacy-first and bundles error tracking and performance monitoring, via @tom_doerr.

@dhh named ryan hughes, tobi, dothash, hancore, spencer bull and himself as the founding group.

@sylvechv put it together and is taking contributions.

@SecScottBessent said federal law is clear and the department is enforcing it, framing it as taxpayers not footing the bill.

the commerce department's analysis, posted by @WhiteHouse. no independent confirmation in the thread.

posted by @WhiteHouse, covering trump's second term to date.

@SuperteamTalent dropped a batch of fresh roles, and there's a separate search for a cmo-level marketer at a solana startup spinning out of a large tradfi company.