Grateful to be named one of Business Insider's 25 most promising robotics startups of 2026. Thank you to the investors and researchers who saw the thesis early: the bottleneck in physical AI isn't architecture, it's real human data. We're in the earliest innings of the robotics revolution!

Hyperliquid retains users like a top mobile app. D1 / D7 / D30 / D360 Hyperliquid: 31% / 16% / 8% / 3% Top-200 app average: 28% / 16% / 9% / 4% That benchmark spans entertainment, social, productivity, shopping, etc. Still sticky after all these years.

new feature observed on hl testnet: stars afaict stars let deloyers make a hip-3 dex address-allowlisted for trading. testnet allowlist size currently is max 10k addresses. non-allowlisted addresses can still submit reduce-only orders / fund accounts. see ktob ("BTC Star DEX") some relevant txs: 0x851e0bc62988fe9e8697042529220801080023abc48c1d7028e6b718e88cd889 (register ktob:BTC) 0x54c1a9c94451ac7e563b0425292214010100c1aedf54cb50f88a551c03558668 (activate star) 0x875b29d555ffdba188d4042529221c01030041baf0f2fa732b23d52814f3b58c (approve trader address) 0x9dbce81f1a86dc269f360425292224010c000004b589faf841859371d98ab611 (unhalt ktob:BTC) 0x3130533baff0a23a32aa0425292ce1010a006b214af3c10cd4f8fe8e6ef47c24 (unapproved address funded) 0x8923485ccfdea73b8a9d0425292d2c01010060426ad1c60d2cebf3af8ed28126 (unapproved address attempts to place order and fails) 0x326fcd720ba84bd833e90425292e06010400e557a6ab6aaad63878c4caac25c2 (approved trader address funded) 0xe070d0c9f5aca692e1ea0425292e33010300e8af90afc56484397c1cb4a0807d (approved trader address places order successfully) can think of a few reasons why this might be useful, but will refrain from speculation for the time being.

Compute is an incredible business partially because the atomic unit of operations, a GPU, is high quality collateral, and can be financed Even unknown compute providers can finance GPUs off balance sheet with 70% debt at SOFR + 5-7% This stands in contrast to data vendors which have little/no access to debt capital markets, and are currently all capital constrained The coming unlock to data vendors is access to debt capital markets via asset backed financing of the atomic unit of data Framework is uniquely set up to provide this

@AnnicaBenning One of the big problems I see with going direct is that much of the tech industry still can’t speak in a language most people would understand. Good journalism not only does that but also helps founders answer the ever present question “Why should anyone care?”

In the before times, pre-AI, the most talented cryptographers and security engineers generally worked in crypto These folks now have large databases on critical vulnerabilities and hacks, as crypto is a rare place where hundreds of billions of dollars of value are stored in open source software It seems likely a frontier cyber model will come out of this data