➥ Sept shaping up to be a serious TGE/mainnet cluster i care about 3 things - distribution - existing product demand - token supply at launch these are the projects i’m watching closely [1] @arc - Sept 16 Circle launched Arc public mainnet backed by BlackRock, DTCC, Visa, Mastercard, ICE and other major institutions involved as validators Arc is built for stablecoin payments, FX and tokenized assets, with USDC used for gas it could materially expand the onchain financial market bear in mind that Arc mainnet launch ≠ ARC token launch so TGE would be the next big milestone [2] @linera_io - sale closes Sept 8 the community round values $LNRA at a $160M FDV with 5% of the 1B supply offered thru USDC on Base sale tokens are liquid at TGE, team and investor allocations remain locked i like the microchain design and its focus on real-time markets however, the actual TGE + distribution date remain TBA after allocations are finalized [3] @inkonchain $INK immediately becomes one of my highest-priority launches if Kraken confirms a Sept TGE distribution advantage = Kraken users, Kraken Pro activity + an existing OP Stack L2 eco but there is still no official TGE date, tokenomics, snapshot or conversion ratio [4] @avantprotocol Avant moved its TGE to mid-Sept and already showed SS1 allocations to eligible users a real product around yield-bearing stable assets + delta-neutral strategies on Avalanche the exact date is still not locked, just a likely launch [5] @cityprotocolHQ building tokenization + structured-product infra backed by Dragonfly, Jump Crypto and CMT Digital a Sept 28 TGE is circulating on calendars, but i've not seen enough official confirmation to treat it as fixed my priority is Arc for institutional adoption, and Robinhood closest competitor but seems like ppl are leaving the chain after 1 day in i'd rather follow it closely than spread capital and activity across ten unconfirmed farms tho

A note on recursive STARK mempools (EIP-8288) This is an EIP that I am hoping we can get included in I-star (the fork after Hegota) that you can think of as the next step after Frames, that would unlock extreme amounts of power. Particularly: * Ultra-cheap quantum-safe signatures (SPHINCS-). Much of the cost savings comes from the fact that the signature data (~3 kB) does not have to go onchain * Ultra-cheap quantum-safe privacy protocols. Status quo minimum cost for private txs is ~300k if you engineer very well (no one does), status quo quantum-safe is ~10M gas, this could reduce it to low tens of thousands. * Universal support for your favorite new signature or proof scheme without needing EVM changes. Whatever you use (Falcon, ML-DSA, some other lattice-based thing, something code-based or isogeny-based or even more esoteric), you can just wrap it client-side in a STARK, onchain gas cost low tens of thousands just like privacy protocols. Hopefully, Ethereum will never need "please support my favorite cryptographic algo" politics again. * Private account abstraction: keep your account logic private, and in a private location onchain. Then you can make one transaction to change the ownership of all your onchain state - accounts, defi positions, privacy protocol notes, everything - without revealing which objects' ownership you're changing. Here's how it works. Your transaction can include a type of frame that we call a "dependency frame". The frame is a list of statements, asserting claims like "message hash M was signed by SPHINCS- public key P" and "data hash D was proven to satisfy a statement defined by verification key V". When you send your transaction, you send it in an envelope, which includes a signature or a STARK for each statement in a dependency frame. Once the transaction reaches the mempool, nodes aggregate them. Each node runs a loop: wait one tick (eg. 500ms), aggregate all new envelopes (either single-tx or multi-tx) that you've seen, remove any transactions that are expired, generate a STARK recursively proving all dependencies, and send a new multi-tx envelope containing that STARK. Hence, the bandwidth load is bounded: each node's outbound is one STARK (~100-300 kB) per tick, plus each transaction getting broadcasted through the network once (as happens already). The block builder acts as "yet another mempool node", receiving envelopes from the mempool (plus any side channels), generates its own STARK covering the subset of transactions it intends to include in the block, and adds that STARK to the block. Total onchain overhead: one STARK (100-300 kB), plus 96 bytes for each statement being proven. This is what I've called before ( ) "The Proof Singularity". Today, we have all the ingredients to actually implement it. As a developer, this requires a somewhat different workflow than you are used to, but it is conceptually simple. Any signatures or STARKs, you put into a separate frame. Then the main logic that today is verifying a signature or STARK, you replace with checking for the existence of a frame that includes the correct statement as a dependency. Examples of useful statements: * [tx sighash] verifies against [the pubkey at sload(0)] * there exists a secret and a merkle branch such that hashing secret+0 and applying the merkle branch outputs (public) root R, and hashing secret+1 outputs (public) nullifier N * there exists a secret address A, salt S and signature Z such that sload(0) = hash(A, S) and a merkle proof of address A inside a recent ethereum state contains some pubkey D where [tx sighash] was signed by D [this is private account abstraction; all variables except [tx sighash] and sload(0) are private; you can also make D a STARK verification key] * there exists an ML-DSA signature signing [tx sighash], that verifies against an ML-DSA pubkey whose hash is sload(0) At the core, this is moving any compute and data other than bookkeeping "business logic" outside the core path of Ethereum execution, sharding and parallelizing it via the mempool. Notice also that this requires agreeing on a _language_ (aka. an ISA) for the recursive STARKs to define statements in. The current leading candidate is RISC-V. So this would also de-facto be Ethereum adding RISC-V (or something else we decide on) as a canonical ISA - a big decision that should be done carefully, but that I think will be necessary to drive Ethereum forward.

🚨 GOLD IS ABOUT TO CRUSH EVERYONE WHO THINKS THE BOTTOM IS ALREADY IN. I'm expecting a brutal 32% crash in $XAU. But here's what most investors don't understand. THE CRASH ISN'T THE OPPORTUNITY. WHAT COMES AFTER IT IS. Look at this chart. My roadmap has FOUR phases: PHASE 1: Gold collapses 32% into major weekly support. PHASE 2: Final capitulation. Panic selling. Even the biggest bulls abandon their positions. PHASE 3: A violent 57% recovery toward $4,659. PHASE 4: Gold explodes toward a new ATH at $5,597. And I believe most investors will get BOTH moves wrong. They'll buy every dip on the way down. They'll panic when gold finally reaches the bottom. And when the recovery begins, they'll sit on the sidelines waiting for another crash. By the time they realize the trend has reversed, the biggest part of the rally could already be over. THAT'S HOW THE MARKET PUNISHES IMPATIENCE. I'm not chasing gold here. I'm not interested in catching a falling knife. I'm waiting for the moment when almost nobody wants to own it. Real fear. Real capitulation. Real buying opportunities. Remember my previous calls. I publicly called Bitcoin's $16K bottom in 2022. I called its $126K top in October 2025. Now I'm watching gold for another major turning point. These are my scenario targets, not guaranteed outcomes. But if this setup develops, I'll share the entry levels I'm watching. SAVE THIS CHART. Follow + turn notifications on. The same investors laughing at a 32% crash today could be begging for those prices when gold starts recovering. THE CRASH COULD BE BRUTAL. THE OPPORTUNITY AFTER IT COULD BE EVEN BIGGER.

Gavin Baker on the AI race as the highest-stakes game of corporate chess ever played: "You've got to give Meta a lot of credit. They were out of the game, and they got back in the game. It's just kind of amazing." "Who could have imagined a year ago, when Gemini was ascendant, that Gemini wouldn't even be in the conversation, and Muse and Meta would be significantly ahead of them from a capability perspective." "Some people have made bad moves, they've made good moves. You've seen some people come out of the game, others come back in." "I don't know if we're going to call it multi-model, a hybrid model. I don't know what terminology the world is going to settle on, but I think that's the future." @GavinSBaker @DavidGeorge83

during my workout today, i saw a little girl (maybe 3 years old) exercising with her mom same movements, dances during rest sets, and just laughing together it reminded me so much of how my mom would always bring me with her when she worked out id lie and say i was 14 when i was 7 so the staff would let me in i think they knew, but they were cool people all those fun experiences, taught me so much about health, that no matter what life throws at you, you can always lean back on your foundation so grateful for those habits and foundation that mom gave me love her so much health is wealth, please take care of your body, mind and spirit