Hermes merged 117 PRs on August 26 DESKTOP IMPROVEMENTS (27 PRs) • fix(desktop): same-id sessions in two profiles stop collapsing and resuming the wrong backend (#9245#... • fix(desktop): SSH orphan reaper fails closed on remote lockfile schema/ownership skew • desktop: remove js vestiges • fix(desktop): restore the typecheck by completing the typing-sync harness VOICE & REAL-TIME (2 PRs) • fix(desktop): open Bot Chats converge to new messages without a remount (#93604# + stale-transcript f... • fix(desktop): reconnect keeps transcripts, composer, and pooled remotes truthful (multi-gateway clas... DEVELOPER TOOLS & PLUGINS (9 PRs) • fix(desktop): keep attachment close and code copy icons visible • SSH-ownership tests stop crashing sibling threads — the CI flake from #95563# is dead • fix(cli): a failed git fetch can no longer cache a false 'up to date' for 6 hours (#82166#, salvage #... • fix(desktop): clicking a bot no longer sends 'Hey, tell me about yourself!' as the user SECURITY & SECRETS (9 PRs) • fix(desktop+serve): update no longer strands you on a white screen — headless token page at / + visi... • fix(desktop): per-gateway auth survives, corrupt registry entries quarantine, remote primaries stop ... • macOS permissions survive security repairs — managed-runtime rotations signed with a stable identity... • macOS computer-use permissions survive every build — daemon launches as with fail-clos... INTEGRATIONS & CHAT (22 PRs) • fix(update): SCM-supervised Windows gateway services pause through the service manager before venv m... • fix(update): crashed updates no longer strand stopped gateways — a fresh process settles the restart... • fix(update): recycled PIDs no longer fail the fleet check as phantom stale gateways (#93258#, salvage... • fix(update): Windows gateway relaunches count in runtime reconciliation instead of reading as unacco... STABILITY & FIXES (48 PRs) • fix(update): aborted-fetch tmp_pack debris is swept before it corrupts the pack directory (#93732#) • fmt(js): npm run fix auto-fix • refactor(clarify): schema diet + single questions[] interface (880 → 335 tok/call, −62%) • feat: MiniMax H3 Max available in the FAL video picker (t2v + i2v) 117 new features and fixes.

i didn't expect to be this impressed by grok bot again, but here we are i got to try the new deepseek today without lifting a finger, all i asked was: "btw, if i give you access to my card, can you buy deepseek api credits and set everything up so i can run it and try out the latest deepseek model today?" >it made me a deepseek account > grabbed the verification code from my inbox by itself topped up $2 , i still typed my card into a secure form >created the API key and set everything up on my mac then at the end i asked for a console too > it built me a separate bot that works as a live deepseek console and shows the model thinking in real time > now i'm texting the newest deepseek model straight from my phone

calling useful apps slop because they’re vibe coded is becoming a full time job for people who’ve never built anything and never will.. does it work? does it help you? then what the f*ck are you mad about… some people would rather keep the problem than admit AI helped solve it… one of the worst mentalities i’ve been seeing lately..

DAY 349 // FULL POSITION BREAKDOWN Market check. BTC $82,188.23, up 0.81% on the day. ETH $2,441.36, up 0.73% on the day. Fear and Greed at 51. Total market cap $2.76T, up 0.63%. TRADING @HyperliquidX Position: ETHFI 3x, margin $278.86, up $191.55. Position: BTC 7x, margin $28.17, up $1.61. Up $54.88 from yesterday. @pendle_fi Value $578.56. Down $9.79 from yesterday. @boros_fi Wallet 1: $2,660. Wallet 2: $1,294. Total $3,954. Down $44 from yesterday. @Variational_io Position: JUP, up $135.42. Position: PONS, down $443.91. Total down $308.49. Up $37.14 from yesterday. @Lighter_xyz Position: PENDLE 3x, margin $1,601.36, up $305.34. Position: SOL 3x, margin $343.37, up $11.69. Position: ETH 4x, margin $19.79, down $0.85. Total $316.18. Down $20.67 from yesterday. @PhoenixTrade Position: LIT long closed. My stop loss was filled, a loss of around $60. It was a test trade to try their tools and see how leverage works. Great UI. TRADING PnL: Total $200.85 / Value $4,532.43 FUNDING RATE ARB @zyphex Value $8,036.35. Position: hedges across multiple exchanges, funding today -$1.60. Funding rates were very volatile today. Up $4.71 from yesterday. FUNDING RATE ARB PnL: Value $8,036.35 / Funding today -$1.60 LIQUIDITY PROVISION @DeFiTuna Value $743.92. Up $25.09 from yesterday. @prjx_buddy Position: WHYPE/USDC, $3,208.11. Up $7.28 from yesterday. @Uniswap Position: NFLX/USDG, $1,011.50. Position: PENDLE/WETH, $1,505.82. Value $2,517.32. Up $32.33 from yesterday. @byreal_io Value $2,836.73. Up $47.04 from yesterday. @protocol_fx Vesting cvxFXN and FXN rewards. Value $743.11. Up $25.21 from yesterday. @ConvexFinance Staked cvxFXN. Value $382.35. Up $12.92 from yesterday. LIQUIDITY PROVISION PnL: Value $10,431.54 The edge isn't in the trade. It's in the wait. 🥂 DarkLord_gr Out.

DAY 349 // WAR + MACRO + DEFI UPDATE WAR Ukraine resumed strikes on Russian energy infrastructure. A drone attack started a fire at Rosneft's Ryazan refinery. Zelensky told the Financial Times the three day pause requested by Washington is over. He cited Russia's continued attacks on Ukrainian power plants and reported US intelligence disruptions. Two cargo ships sank near the Strait of Hormuz after projectile strikes. One was the Singapore flagged container ship GFS Pride, and all 21 crew were evacuated. The other was the Antigua and Barbuda flagged Cape Dao. Maritime sources describe the recent attacks as the highest tempo of the conflict. Houthi forces struck Saudi Aramco's Dhahran headquarters complex overnight. A fire spread across multiple floors and the top three floors were heavily damaged, including the CEO's office area. Saudi officials reported a limited fire with no casualties and said operations continued. MACRO US PPI jumped 1.3% on the month and 6.3% on the year for September. Core PPI rose 0.7% on the month. This is the largest monthly gain since March 2022. Forecasts were about 0.5% on the month and 5.4% on the year. It follows Wednesday's hot CPI, where core also beat expectations. Rate hike pricing for the October meeting rose again. DEFI The @pendle_fi Ecosystem High Yield USDC vault @Morpho passed $15M TVL within a day of launching on Morpho. It showed about 8.3% APY, backed by high yield PT borrow markets and PENDLE incentives. PPLUS with January 2027 maturity is live on Pendle. It is a leveraged RWA private credit vault strategy designed by Bitwise and run on Ember Protocol. It holds tokenized assets including Huma PST, sUSDai and Hastra PRIME, with a target above 10% APY. PT, YT and LP are all available. @apyx_fi update: its apxUSD and apyUSD markets on Pendle offer YTs with up to 24x leverage. LPs earn up to about 13.87% from fees and incentives. @ipor_io Fusion vaults now host Base's largest Earn on Stocks program. It holds over $2.5M in Coinbase tokenized stocks across 400+ wallets since 24 August. That is 27.7% of all tokenized stock collateral on Aave V4 on Base, and over 50% of NVDAc. Strategies are run by 628Labs. @eulerfinance joined the Tokenized Asset Coalition. The group aims to set standards for tokenized assets and DeFi composability. The @protocol_fx fxSAVE/USDC market on Morpho offers about 13.45% APY on USDC deposits. Over $27M is already supplied. @LiquityProtocol ysyBOLD on Inverse Finance FiRM allows max loops of about 23% APR with Merkl incentives. $500k of liquidity was available at launch.

A stablecoin loop on @kamino is paying 46% right now. Here's what you're actually risking for it. A loop means you deposit a token, borrow against it, buy more of it, and repeat. Kamino calls it Multiply and does it in one click. LTV (loan-to-value) is how much you've borrowed against your deposit. A depeg is when a stablecoin slips off $1. All numbers are as of 15 Oct. 1. eUSX/USX Multiply (@solsticefi) APY: 45.57%, including Solstice Flares rewards. Leverage: 4x. Liquidity: $2.98M, with $498.07K collateral, the deepest here. Risk: some of that 46% is Flares rewards, not cash yield. 2. apyUSD/USDC Multiply APY: 36.24%. Leverage: 3.3x. Liquidity: $512.52K, with $76.16K collateral. Risk: it's new and tiny, and a depeg would sting. 3. JLP/USDT Multiply (JLP market, @JupiterExchange) APY: 30.67%. Leverage: 6.2x. Liquidity: $281.51K, with $3.04M collateral. JLP is Jupiter's perp pool token, a basket of SOL, ETH, BTC and stables that earns trading fees. You have long exposure to this tokens while holding JLP. You also have exposure to the traders PnL. Never Max leverage. 4. syrupUSDC/USDC Multiply (@maplefinance) APY: 22.69%. Leverage: 8.3x. Liquidity: $261.63K, with $624.07K collateral. Risk: it has the least room of the stable loops, so keep size small. 5. STRCx/USDC RWA Loop STRCx is tokenized @Strategy preferred stock. APY: 17.30%. Leverage: 2x, with max LTV 50% and liquidation at 65% LTV. Liquidity: none free right now, with $203.40K collateral, and it opens up as more lenders join. You're long STRCx, earning yield plus points. You have full price exposure to STRCx. It gets liquidated if the price drops. You also earn @xStocksFi Points for their upcoming airdrop. My take. eUSX is where I'd look first, as long as you're fine with part of the yield coming in Flares. JLP is the pick if you want to be long crypto and get paid fees for it.

Boros just listed a new market on ETH funding: Hyperliquid-Gate. This market trades one number: Hyperliquid's ETH funding minus Gate's ETH funding. That gap is the spread. The underlying spread is what the two exchanges are actually paying apart. The spread is 7.99% right now. The implied spread is 3.34%. That's the fixed rate the market lets you lock today. Going long the spread means you pay that fixed rate and collect the real gap until maturity. Boros' historical data puts the average spread at 5.18%. There's about 99% confidence the 30-day average beats 3.2%. 82% of weeks paid more than 3.2%. So 3.34% is a cheap entry. So I took it. I'm long the spread with 0.55 YU. YU is the position size, and 1 YU here is the funding gap on 1 ETH. I pay a fixed 3.34% and receive the floating spread until 27 Nov 2026, 42 days out. I also have a limit order to add up to 3 YU. It's one order on one book, instead of two separate Boros legs with two margins. Set it and forget it.

I ran the numbers on the @infiniFi YT on @pendle_fi, and it comes out roughly breakeven before points. Data as of 14 Oct, 21:19 Athens. Quick jargon first. A YT (yield token) collects only the yield of an asset until maturity. At maturity it goes to zero, so whatever you earn comes from the yield along the way. Merkl is a platform that pays extra rewards to people in specific pools. TGE (token generation event) is the day a project's token launches. The setup. Asset: siUSD, maturing 7 Jan 2027, with 84 days left. siUSD's real yield is about 6.13%. The YT's implied yield is about 11.07%, so the market prices it about 5% above the real yield. The YT costs about 2.44 cents. The numbers on $100. $100.69 buys about 4,123.54 YT. Those earn about $58 of yield to maturity. Merkl pays iUSD at about 187% APR on the $100 you put in, not on the YT face value. That's about $43 on the money you put in. Pendle shows this same iUSD reward as a 'campaign boost' (7.93% total yield), so don't count it twice. Total ≈ $101 back on $100.69, roughly breakeven before points. Without Merkl you get about $58 back, about -$42. What that means. You're basically getting InfiniFi points for close to free. I found no public points rate, so I can't say how many points $100 earns. Their value is unknown, with the TGE planned for Q4 2026. The nice part about Pendle is that it lets you put a price on points before the token exists, with deep liquidity of about $12M. The fine print. Yields and the Merkl APR change daily. The Merkl budget is fixed at about $509 a day, so the more people join, the smaller your share gets. The YT goes to zero at maturity, so anything you haven't collected by then is gone. InfiniFi runs a fractional reserve, meaning it doesn't keep all funds liquid, so there's depeg and redemption risk.