Summer Solstice blessings 🌞 Deep Peace to you; Deep peace of the running wave to you; Deep peace of the flowing air to you; Deep peace of the quiet earth to you; Deep peace of the shining stars to you. ~ Irish Druid blessing

My wife's best friend Yui married an American named Jason, from a small town in South Carolina. Before she met his mother for the first time, Yui didn't sleep for three nights. In Japan, the mother-in-law is the final boss. There are TV dramas about it. The mother-in-law who runs one finger along the top of the bookshelf, looks at the dust, and says nothing. The silence is the point. Yui practiced her English. She bought a very expensive box of Japanese sweets. She practiced her bow in the mirror. Fifteen degrees. Respectful. Not desperate. They pulled into the driveway. Before Yui could even open the car door, a woman in an apron came off the porch at full speed, flip-flops slapping, dish towel still over her shoulder. Her name was Kay. She was 66. She opened Yui's door herself. She didn't wait for the bow. "Come here, baby." And she pulled Yui out of the car and into her arms. Into the smell of fried onions and dryer sheets and something sweet in the oven. She held on like she'd been waiting her whole life for this exact person to pull into her driveway. Yui stood there, stiff as a board, holding a box of Japanese sweets, crying into a stranger's shoulder before she'd said a single word. Kay patted her back. "Oh, honey. Did you eat?" That was the first thing. It was always the first thing. In Kay's house, "Did you eat?" meant hello, and I love you, and I've been worried, and sit down, all at once. Yui stayed two weeks. She kept a list. She showed it to my wife later, and my wife showed it to me, and I have not been the same since. In Kay's house, nothing in a Cool Whip container has ever been Cool Whip. Green beans. Gravy. Chicken and dumplings. Yui opened one hoping for dessert and found black-eyed peas. Kay laughed so hard she had to sit down. Kay's recipe cards were in a tin box on the counter. Handwritten. Stained with butter and fifty years of fingerprints. Some of them were in her mother's handwriting. Some in her grandmother's. Kay said, "When I'm gone, these are yours too." Yui said, "But I'm not even…" And Kay said, "Hush." Kay checked for a fever with the back of her hand. Not a thermometer. Never a thermometer. She'd press her hand to your forehead, then your cheek, then your forehead again, and frown, and she would know. Kay cut the crusts off sandwiches for her 38-year-old son. He did not ask her to. She did not ask him. At Christmas, there was a stocking on the mantel with Yui's name on it in glitter glue. It said "YUY." Kay had spelled it the way it sounded. Yui has never let anyone fix it. And when it was time to go home, Kay stood on the porch. She waved while they backed out of the driveway. She waved while they drove down the street. She waved until the car turned the corner and she couldn't see it anymore. Jason said she has done that every single time, his whole life. Since kindergarten. She waves until you're gone. And then a little longer. Just in case you look back. Three years ago, in Tokyo, Yui lost a baby. Eleven weeks. In Japan, we are taught to carry things like that alone. Quietly. Gaman. Endure. Don't be a burden. Yui went back to work in three days. She smiled at her coworkers. She cried only in the shower, where the water was loud enough. She told Jason not to tell his mother. It was too far. Too much trouble. Kay had never even been on a plane overseas. Jason told her anyway. Two days later, there was a knock at their apartment door in Tokyo. Kay. Sixty-nine years old. Fourteen hours on a plane, alone, for the first time in her life. One small suitcase. A tote bag with a casserole dish in it that customs had looked at for a very long time. She didn't ask what Yui needed. She took off her shoes, because Jason had told her you take off your shoes in Japan. She walked into the kitchen. She looked at the pile of dishes in the sink. And she started washing them. Mothers like Kay don't ask. They just start the dishes. She stayed three weeks. She slept on a futon on the floor and never once complained about her back, though Jason could hear it cracking every morning from the next room. She couldn't read a single word in the supermarket. She bought three bottles of what she thought was milk. It was drinkable yogurt. She drank all of it anyway, out of principle. The tiny grandmother next door taught her how to hang laundry on the balcony the Japanese way. They had no language in common. They did it with hands and laughing. By the second week, they were drinking tea together every afternoon and Kay was calling her "Sugar." Kay made chicken and dumplings from whatever she could find. They tasted wrong. They tasted perfect. She left notes on the refrigerator. In marker. Big letters. "Eat something. Love, Mama." Yui had never called her Mama. Kay had decided it was time. On the fifth night, Yui finally broke. In the kitchen. Over nothing. A dropped spoon. She apologized. She tried to stop. She said, "I'm sorry, I'm sorry, I should be stronger." Kay turned off the stove. She came over and took Yui's face in both of her hands. Warm. Smelling of onions. "Baby. You don't have to be strong in front of me. That's what I'm for." And Yui cried the way she hadn't let herself cry. Not in a shower. Not quietly. On the kitchen floor of a tiny apartment in Tokyo, in the arms of a woman from South Carolina who rocked her back and forth like she was small. Later, sitting on that kitchen floor, Kay told her something she had never told anyone. Not even Jason. Between Jason and his little sister, there had been another baby. In 1987. Kay lost him at four months. Back then, nobody talked about it. The doctor said, "You can try again." Her church said nothing. She went home and put away the little clothes by herself. "I named him," Kay said. "In my head. I never told anybody. His name was Daniel." She held Yui's hand. "You don't get over it, baby. You carry it. And I'll carry some of it for you." When Kay left, she filled the freezer. Fourteen meals in plastic bags, labeled in marker. "Chicken & Dumplings. Thaw overnight. Eat it, Yui, I mean it." There was no porch at the apartment. So Kay did the only thing she could. She waved from the back window of the taxi. All the way down the narrow street. Her whole arm. Her face pressed to the glass. Until the taxi turned the corner. Yui stood on the sidewalk and waved back until there was nothing left to wave at. And then a little longer. Just in case. Yui and Jason have a daughter now. She's two. Her name is Kay. They live in Tokyo still. Every morning, when Jason leaves for work, Yui stands on the little balcony with the baby on her hip. In Japan, we don't really do this. We bow once at the door, and we go back inside. The neighbors think it's a little strange. Yui doesn't care. She waves while he walks down the street. She waves while he crosses at the light. She waves until he turns the corner and she can't see him anymore. And little Kay waves too. With her whole arm. Her whole body. Until he's gone. And then a little longer. Just in case he looks back.

Stop letting local price chop blind you to the massive structural setup forming on the macro charts. While retail fatigue sets in below $64k, chartists are tracking a highly deceptive Elliott Wave pattern that has historically preceded Bitcoin’s most violent trend reversals. The latest KuCoin blog breaks down the counter-consensus technical thesis: 🌊 The Deceptive Wave 4: Bitcoin appears to be finishing a complex 3-3-5 "Expanded Flat" correction—a pattern specifically designed to fake out retail bulls before a final Wave C liquidation sweep. 📈 The Logarithmic Rhythm: Spot price is compressing into the lower green regression band for the third time in history. Every single prior cycle that printed this exact "triple-touch" triggered a parabolic macro expansion. 🔍 The Technical Divergence: While prices grind sideways, the weekly RSI is flashing a macro-scale bullish divergence against record-high on-chain transaction volumes, signaling hidden institutional accumulation. Read the full Elliott Wave roadmap to see why the data points toward a primary Wave 5 extension:

robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d has been one of the strongest runners from my recent calls From where I first started talking about it to where it is now, the move has been pretty insane So let me make one thing clear first: this post is not me telling you to buy robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d here This is mainly an update for the OGs who are still holding with me. I want to revisit the thesis after this run: what has actually been proven, what the market is already pricing in, and what will determine whether I keep holding or exit the rest of my bag 1. What I like most is still the execution speed robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d has only been live for a little over a week, but the founder has shipped a lot Model comparison, wallet-based API, Quiver for managing budgets/requests, Strategies beta, staking v1, a public inference ledger, agent inference API, auto-routing, workspace, Commons, and a catalog of around 184 models For a project being built almost entirely by a solo founder, the pace is pretty impressive This isn't the usual AI token that launches, puts up a website and then sits there waiting for the chart to pump. There have been product updates constantly The founder was also recently soft doxxed. The information made public points to around 7 years of experience, moving from support => PM => engineering => AI ops, along with experience across several startups The community has dug up additional possible connections to Robinhood/Ramp, but the founder didn't directly confirm either name in the doxx post, so I'm not treating those as facts for now Either way, the doxx is still a positive catalyst because it reduces some of the anonymous dev risk But I separate two things very clearly : Knowing who is building is very different from proving that people actually need the product 2. The robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d thesis is why I'm still watching it One line summarizes the concept pretty well : Inference coins should ship inference Instead of launching an AI coin first and trying to invent utility afterward, Manyways is building an AI router/gateway where users can access multiple models through one interface/API No need to manage a bunch of different providers, API keys or separate balances. Eventually, routing strategies could select models based on cost, quality or the specific task The part I find most interesting is the economic loop they're trying to build : robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d fees => shared inference pool => pay for compute => real usage => better routing => more usage Basically, speculative onchain activity could subsidize actual offchain compute Further down the roadmap, there are also ideas around a strategy marketplace, delegation, and stake/burn mechanics to unlock quotas or inference capacity If they can actually ship all of that, the token stops being something that simply sits next to an AI product and starts becoming part of the product's economic layer But the most important part of that loop isn't fully live yet 3. The product is real and execution is fast, but usage is still very early According to the Sep 2-9 ledger snapshot, Manyways recorded around 18 accounts, 179 requests, 79K tokens processed and roughly $0.46 in actual inference cost The inference pool was around $15K-$21K across the snapshots I checked So the infrastructure is real. Requests are being routed, inference is actually costing money and the ledger is public For such a young project, I rate the product execution pretty highly But compared with the current valuation, usage is still tiny This is probably the most important distinction for me Manyways has proven that they can build and ship They haven't yet proven that demand can scale 4. That's why I'm not valuing robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d as a validated protocol yet Staking v1 is live, but right now it's mainly tied to Strategies, with roughly 1/20 strategy slots occupied, and it isn't a complete tokenomic system yet More importantly, the part I've cared about most from the beginning, robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d fees => inference pool, is still in development The burn layer and stake/burn mechanics for accessing inference capacity aren't fully built yet either So I don't think robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d's tokenomics have been validated At the current valuation, I think the market is mostly paying for attention + execution speed + founder + AI inference narrative + Robinhood Chain beta + optionality on what gets shipped next, rather than current cash flow or usage That's not necessarily wrong. Early tokens often price the future before fundamentals catch up But after a run like this, the bar for staying bullish has to become much higher 5. The next wave needs to come from data The product being live, the founder doxxing, staking and new UI updates can all help maintain attention But from here, the catalysts I care about are much more specific First, fee => inference pool needs to become verifiable. I want to see token activity actually funding the pool instead of it just being part of the roadmap Then comes usage If requests go from hundreds to thousands per day, inference burn starts climbing materially, external developers start using the agent/API and Strategies begin seeing real demand, I'll re-rate the thesis If fees and usage start growing together, the story changes significantly At that point, robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d could move from an attention trade with a real product toward a protocol with actual economic activity But if the founder keeps shipping features while the ledger barely moves, I don't think another UI update or narrative is enough to justify a higher valuation by itself 6. The risks are also very real now The first is obvious: valuation has moved far ahead of product-market fit Second is solo-founder risk. One person shipping this quickly is bullish, but having one person responsible for almost everything also creates a single point of failure Third is competition. AI gateways/routers aren't an empty market. Users already have plenty of alternatives and switching costs are relatively low Eventually, Manyways still needs to answer one question : Why should developers use Manyways instead of what's already available? And then there's liquidity At the snapshot when I checked, liquidity was around $200K, versus roughly $2M in 24h volume and a valuation around $5M These numbers can obviously move quickly, but the point remains: liquidity is still relatively thin compared with the amount of volume and attention the token is getting That means the unwind can also be aggressive if momentum flips And that's one of the main reasons I don't want new buyers jumping in here after the move has already happened 7. How I currently view robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d I'm not calling it an undervalued protocol, because the usage data doesn't support that yet But I definitely don't see it as another meaningless AI meme either I see it more as an early infrastructure-meme hybrid Part of the valuation comes from attention, the founder, execution and the Robinhood Chain meta. The rest is basically a call option on whether the founder can turn Manyways into an inference gateway that users and developers actually use The simplest way to put it : The product is moving very fast for how young the project is, but valuation is still far ahead of actual usage That gap is what I'm watching from here 8. My plan from here Personally, I'm still holding the rest of my bag My initial entry was extremely low, so I'm comfortable letting the remaining position run while I wait to see whether the founder can deliver the hardest part of the thesis But I want to make this very clear : robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d is no longer cheap at this valuation If you don't already have a position, I wouldn't recommend chasing it here The move has already been huge and liquidity is still relatively thin. Don't wait until a token has already gone vertical and then jump in just to become liquidity for people who were early For the OGs still holding with me, I'm mainly watching fee => pool, request growth, inference burn, external API/agent usage, and whether staking/Strategies develop real utility If those metrics start catching up, I have a reason to keep holding If the founder keeps shipping but the ledger stays flat, the fee mechanism doesn't go live, usage doesn't grow, or the thesis starts breaking, I'll exit the rest of my bag There's no reason to marry a token just because I called it early and the trade worked At this point, I'm not that interested in guessing how much higher robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d can pump Price has already run far ahead. Now it's the product and usage that need to catch up If they do, robinhood:0xa26992c4268a8a78a4d872fe4bdad2ed03ac287d may still have another chapter If not, I'm out 0xa26992C4268A8a78a4d872FE4BDAD2Ed03aC287d

this ai sends commands directly to your muscles "Human Operator" was built by a 6-person team in 48 hours from MIT. → you speak an intent → a head-mounted camera reads the scene → Claude plans the movement → electrical stimulation moves your fingers and wrist the prototype can make a hand wave, form an OK sign, or play a short melody. just imagine the medical applications. that's what ai should be about: helping and improving mankind

Marc Benioff to SaaS CEOs upset about AI hurting their valuations: Grow up, wipe your tears, focus on the customer Chamath: “ Let's say you were running a software company that was before the AI wave and you're private. There's a bunch of these companies that were supposed to go public, (but) didn't go public. What should they do? What do those boards do?” Marc @Benioff: “Here's some Kleenex for them for all their tears. I mean, I talk to these CEOs, they're crying, "Look at my market cap, I'm not getting paid for my work." Guys, grow up. That's what I love about the public markets, they rationalize everything all the time. So great, be in the public markets. You want to be in a private market? Your valuation is fantasyland until somebody's actually going to pay you. So I just tell them, focus on your revenue, focus on your customers, focus on your cash flow, focus on your profitability, focus on your innovation. How are you going to add value to your customers? That's what's really, truly important.”

New Category: Ansem Ecosystem Coins Ansem's new launchpad has led to a wave of rising memecoins. To help you track them, we’ve launched a new category showcasing all of them in one place. Explore it here 👉