The bet is on $AGI becoming the $AI of @clanktrade. Not the official launchpad token, but the token the community organically rallies around, and eventually, the one that gets paired with other coins. Long is tackling the RWA side of Robinhood. Clank aims to tackle the AI side of Robinhood.

The odds that bitcoin holds $78,000 today jumped from 70% to 82.5% in a single day. US crypto financials closed lower across the board. On Polymarket, with settlement at noon ET today: bitcoin above $78,000 is priced at 82.5%. Above $80,000, just 16.5%. A day ago those same two markets read 70.0% and 24.5%. Conviction that $78,000 holds gained 12.5 points. The bet on a move through $80,000 lost 8. At yesterday's close, 13 of the 21 crypto names in the radar pool finished green — yet the group was down 1.75% market-cap weighted. Miners and compute ran: WULF +8.18%, HUT +6.35%, CLSK +6.23%, MARA +4.60%. Financials and treasury names fell: CRCL −5.75%, MSTR −4.40%, HOOD −3.91%, COIN −3.09%. That 82.5% is the market trusting today, and only today. Same question further out: 68.5% for tomorrow, 63.5% for Friday. August core CPI lands tomorrow morning ET — the hotter the print, the firmer the case for a Fed hike, and the less reason to hold an asset that pays no yield. NFA.

The bet Warsh is making before midterms: Hawkish communication can tighten conditions before the political calendar makes another hike increasingly difficult. “By the time we get to September, we may not need those hikes because the long end has already taken care of it.” – @fejau_inc

The FIFA World Cup 2026 is live on D0. One page for the whole tournament: the full knockout bracket, live Polymarket markets, and the D0 leaderboard. Prediction markets move fast. Odds shift by the minute across every group, every knockout, every long shot to lift the trophy. That's the part D0 carries for you. Ask D0 to break down any market: the odds, the implied probability, the price, where the money's going, all in plain language. Watch a market and D0 pings you the moment the line moves. When you've made your call, place the bet in a single message, without ever leaving the chat. Every bet you place lands on the D0 leaderboard. Track your PnL, ROI, and where you rank. →

The World Cup is happening Spain is your favorite 🇪🇸 You have an opinion. D0 makes it a bet. Type "Buy Spain to win" and D0 pulls the live @PolymarketTrade quote and places the bet. Prediction markets just got a lot easier.

BREAKING: The man who saw 2008 coming just placed his biggest bet against the AI boom, and the strangest name on his list is not a tech company at all. It is a bulldozer maker. Dr. Michael J. Burry shorted Nvidia, Applied Materials, Tesla, and the whole chip index this week. But the one he led with, the one he said jumped out at him, was Caterpillar, a 100-year-old maker of construction equipment. Why would the most famous bubble-caller alive make a heavy-machinery company his headline AI short? Because that is the whole tell. Caterpillar hit an all-time high this year, up 86 percent, its valuation richer than at any point in three decades. And look at the twist that makes the bet so sharp .. the re-rating is not pure fantasy. Caterpillar's order backlog is up 79 percent, because new chip factories and data centers need its generators, turbines, and earth-movers before a single server switches on. The market noticed, and repriced a machinery company as an AI stock. In Dr. Burry's words: “I have never shorted Caterpillar. It has always done great for me on the long side.” His trigger was South Korea. Burry named it directly: hundreds of billions in new chip-fab spending announced this week, the pledge that sent Caterpillar to its record. His verdict: “I see that as the beginning of the end.” Read and understand carefully what that means. Dr. Burry is not shorting artificial intelligence. Nope! He is shorting the moment the mania grew so vast it priced a maker of earth-movers like a designer of chips, betting that even real, booming orders have been valued as if they last forever. When the bubble reaches the machines that dig the holes the servers sit in, that is the line he chose to stand on. And the timing is also not quite subtle. He placed the bet at all-time highs, on the very day the chip index logged its greatest half-year run since the year 2000, the year he keeps naming. Will Burry prove himself right this time?

I will tighten the Kaspa pitch. Quickly check current facts so the rewrite stays accurate. What if proof-of-work did not have to be slow? That is the bet Kaspa (kaspa:native) is making. Classic PoW chains force miners onto one block at a time. When two honest blocks land together, one gets thrown away. Kaspa does not do that. Kaspa uses a BlockDAG and GHOSTDAG: parallel blocks stay in the ledger and are ordered. Extra work adds security instead of becoming orphans. Live today: - Proof-of-work (kHeavyHash) - ~10 blocks per second (~100 ms block times) - Fast inclusion, confirmation stacking in seconds - Fair launch in 2021: no ICO, no premine, no insider allocation PoW did not have to stay stuck at 10-minute blocks. Kaspa is what a chain looks like when the bottleneck is the chain structure, not the work itself. kaspa:native is one to watch.

🚨 Tesla skipping the Model 2 was a pretty wild bet when you think about it! @JOBhakdi says he expected Tesla to play it safe: build the cheaper car and keep working on Robotaxi. Instead, Tesla basically said, "Nope, we’re going all-in on autonomy!" And Optimus follows a similar idea. Why build tons of specialized robots when you can build one general-purpose robot by the millions and use scale to drive the cost down? It’s definitely risky, especially if everything takes longer than planned. But that’s the bet: fewer compromises, bigger markets, massive scale. $TSLA