gmsers.com

1.3% for the month against 0.6% expected, 6.3% over the year against 5.4%. @matthewstoller calls it the hottest print in four years, a day after a hot cpi.

ether went under $2,400 in the same ten minutes, per @MarioNawfal. what vanished was leveraged longs, which is how one wave drags everything down in minutes.

the kospi was down more than 9% intraday and closed 7.6% lower, per @laurashin. @betashop watched the same move on hyperliquid perps: sk hynix -15%, samsung -13% in 24 hours.

polymarket has a hike at the oct 27-28 meeting near 28%, @trylimitless cites 34%. odd part: odds rose on yesterday's cpi and fell after a hotter ppi.

per @immunefi, hidden hardware in devices sold by reseller cryptobilis sent the recovery phrase out over lte using an esim, and never touched ledger's secure chip at all.

if the attackers leave the original security chip in place, the check still passes. @Ledger says they spent months adding hardware inside southeast asian resale channels.

@NFTMerchant says a nano x bought from mediamarkt in germany came back confirmed tampered with, which puts this well past one shady reseller.

onchain analysis shows drains before oct 9, @tanuki42_ told @laurashin, so the stolen-seed pipeline was running weeks before anyone noticed it.

the atom is an android device for mid-2027 with a tamper-proof enclosure built to block exactly those screen-reader implants, per @CoinDesk. everyone had just been saying use a second phone.

solana mobile named ledger its first hardware partner; the seeker app brings its wallet and 1,500+ apps to the atom.

multi-currency cards, live in 30+ countries with 100 planned for 2027, so a euro holder spends euros. patrick collison: “the future of banking will run on stablecoins.”

@1CrypticPoet counted 98,000 yesterday morning. nothing in the curve suggests it is leveling off yet.

vapi call lets anything query subgraphs and pay per query in usdc on base through the graph's own gateway, built on x402. no signup, no api key.

@graphtronauts_c built a subgraph tracking every one on aave v4 on base: who liquidated, how much stock got seized, how much usdc debt was repaid.

his pitch is that base financing markets are liquid enough to carry it. tokenized equities plus onchain lending is the product he is selling.

ceo richard teng says bstocks has seen over $6 billion converted between stocks since launch, per @Cointelegraph.

per @erickpinos, the eu banking regulator's designation starts nov 12 and brings tighter supervision with it.

@Cointelegraph reports the ticket was booked for oct 12. he was arrested for allegedly planting a hidden recording device in openai's san francisco office.

stem fellows, and conceptual reasoning fellows out of philosophy, cognitive science, economics, policy and law. both start january 2027 and work on how claude reasons.

a seven-day poll of strk stakers and delegators opened today. it is non-binding, and any actual move would need separate governance, per @DefiantNews.

it filed to withdraw the lido staked ethereum etf registration with the sec, saying it no longer plans to go forward with the fund.

vitalik buterin praised the airbender prime team for pulling it off, and zk is up 6.2% on the day, per @coingecko.

anyone holding nil or eth on the l2 is being told to get it back to ethereum mainnet ahead of the shutdown.

jeff yan told bloomberg the rules belong where the controls are, and that is the deployers building on top. he also just did his first podcast, on odd lots.

his exact words. oil is still high, and @adamscochran lines it up with hot ppi, high mortgages and strained bonds as a bill nobody has paid yet.

@MarioNawfal points at the september bls print, up from 3.4% the month before, driven mostly by energy costs.

livestream from the tesla experience centre in toa payoh on oct 16. his words for the car: “beyond movies, beyond imagination, beyond human.”

no detail past the post. in the same burst he said a guarantee of being made whole would make him likelier to let a shopping agent buy.

@APompliano says as a shareholder he would fully support it: hand musk as many resources as possible. nobody at either company has proposed anything.

per @alexanderchopan it supports plus aliases and routines that only fire for a given address, which is an agent with an inbox of its own.

john ternus on duo, the long-awaited foldable, plus supply chains under geopolitical strain, child safety, and why he thinks apple's ai opening is everyday usefulness.

@MarioNawfal's read: trump asked both sides to stop, zelensky paused for three days, putin kept striking, zelensky resumed, and putin now blames him for defying trump.

the strike hit an airfield in the voronezh region, per @MKjrstad.

over €150b committed through safe for new arms, mostly from eu and eu-friendly suppliers, inside a wider rearm program heading for €800b, per @MacBudkowski.

per polymarket, which has also spent the week moving its fed-hike odds around.

payward is after saldo bank's eu license so it can offer banking-as-a-service, lending and interest on deposits in europe once the deal closes, per @laurashin.

the acquisition is done and folds coinme into polygon's open money push, per @Cointelegraph's daily roundup.

$3m in the last 24 hours, which @androolloyd offers to anyone still saying its growth has stalled.

@Hesamation flags the edits in the system card, including one asking anthropic to publicly define when claude could be given more autonomy.

@aakashgupta's framing: it takes the average person about 23 minutes to get back to what they were doing, and engineers now get interrupted by their own ai all day.

@0xca0a noticed it lands at the same time anthropic itself moved off github. the stated reason is new security rules.

a technical writeup claims measurable reductions in distillation attacks, where someone mines a frontier model's answers to train a cheaper copy, per an ai roundup from @TraffAlex.

@emollick's point: people assume openai and anthropic are somehow immune to the politics, dysfunction and confusion of hypergrowth. they are not.

@Rewkang credits cheaper and more available hardware, better tooling, waves of talent and capital, and general-purpose models that actually transfer.

all 4.1mb of compiled code, in about a month, at api prices.

@aakashgupta's math says the bill at today's prices would be bigger than the entire us economy. one company betting on that just crossed $100m a year.

openai's pulse and a startup called poppy both shut down. tomo, which nudges you in imessage, has tens of thousands paying $19.99 a month, per @DruRly.

kor id on base went 50k to 100k to 150k in short order. the argument is that an agent needs an identity before it can pay for anything.

@jswihart of @zodl_app walked through the fight in an interview, and says the answer is never. his line: keep crypto non partisan.

safenet runs on ethereum, arbitrum and gnosis chain now, and is coming to safe{wallet} soon.

strategy's framing: btc is digital capital, strc is the digital credit built on it, mstr is the digital equity.

@l2beat's breakdown: the native one is issued on ethereum, and usdt0 is an omnichain wrapper backed by usdt locked there.

@lex_node expects ethereum or company-owned rollups to win over chains like canton that belong to dtcc and broadridge.

@RAILGUN_Project's shielded tokens are private by default, and transfers between its 0zk addresses are free and invisible to block explorers.

@StepFun_ai's release serves through vllm or sglang with an openai-compatible api, runs offline in transformers, and got day-0 support from nvidia.

agents and prompts launch through meteora's dynamic pools, which is agent capital markets as a product rather than a thesis.