Re-posting the idea from the second half of this post a few months ago (This is very relevant to the options ideas from yesterday) Question: if we're making a synthetic stable, what should it really be stable WITH RESPECT TO? USD is actually far from the best choice. --- What do people who want stablecoins ultimately want? They want price stability. They have some future expenses in mind, and they want a guarantee that will be able to pay those expenses. But if crypto grows on top of USD-backed stablecoins, crypto is ultimately not truly decentralized. Furthermore, different people have different types of expenses. There has been lots of thinking about making an "ideal stablecoin" that is based on some decentralized global price index, but what if the real solution is to go a step further, and get rid of the concept of currency altogether? Here's the idea. You have price indices on all major categories of goods and services that people buy (treating physical goods/services in different regions as different categories), and prediction markets on each category. Each user (individual or business) has a local LLM that understands that user's expenses, and offers the user a personalized basket of prediction market shares, representing "N days of that user's expected future expenses". Now, we do not need fiat currency at all! People can hold stocks, ETH, or whatever else to grow wealth, and personalized prediction market shares when they want stability.

re @bankrbot hack, ~$170K drained so far, here's my best guess as to what happened (with the help of Caddie) TLDR - multiple Bankr user wallets drained on May 19, 2026. looks like the attacker had direct signing access to Privy-managed embedded wallets — doesn't appear to be an approval exploit or smart contract bug. tokens were transferred out via direct transfer() calls, swapped to ETH, bridged Base → Ethereum mainnet, then distributed across multiple wallets - warning: not 100% certain Hypothesis 1/ Bankr uses Privy as a provider (Privy has sign-in with X) - session keys held on Bankr's backend, private keys compromised - Bankr-bot saying funds are safe isn't reassuring — they're likely just checking balances, unless they know exactly which keys got hit Hypothesis 2/ Privy itself - Privy is rock solid, I don't think it's them. more likely H1 what users should do. err on the side of caution - check your wallet for unauthorized transfers, you can do so on Basescan or using B3OS by talking to Caddie, just copy/paste your wallet into Caddie - report to Bankr Discord - move assets to fresh EOAs when withdrawals enable welcome any/all other theses!

Re: High-NA Chips in Production. This means an alternate runpath to the POR multipatterning process. It's common to have competing integration flows for some modules. It allows the fabs to directly compare yield, cost, and cycle time for the new process. For memory, they may even allocate a portion of the WIP to the competing flow and sell it if it yields, although that's rare.