rplust @robplust

For a long time I've been saying that the gap between open source and closed models is going to widen because of the data gap, hardware gap, and increased restrictions on distillation. I was wrong. Z.ai is on another level. Incredible benchmarks on this model, and early vibe reports are strong. Now running my Hermes Agent on GLM 5.2 via @AskVenice API, will report back how it feels.

Arena.ai @arena

a week ago

Exciting news: GLM-5.2 (Max) ranks #2 in Code Arena: Frontend, with +29pt over Claude Opus 4.7 (Thinking) and only behind Fable 5! GLM-5.2 is the best open model vs Kimi-K2.6 and Minimax-M3 by a large margin. - #2 React and #4 HTML sub-leaderboards - Ranks as the top model in

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I agree with @hosseeb, the gap between Open and Closed source is not insane GLM 5.2 is 90% cheaper vs Fable 5, was released 4 days later and is 5-10% weaker depending on the benchmark you look at I edited the @arena chart so people can compare scores vs cost vs release date It's worth keeping in mind GLM 5.2 Max is $1.4 in $4.4 out, Fable is $10 in and $50 out or 86%/91% cheaper vs Fable 5 despite being very close on many benchmarks. GLM 5.2 is also 100% free (outside capex) if you run it on your own hardware. In many cases you want the best model (medicine, technology, etc) but the cost difference vs marginal gap in capabilities makes substitution an obvious reality. My thesis is that open source models are good enough for the majority of workflows and these flows switching off Centralized players hurts revenue and could lead to a local top in spend, funding and AI stocks I do not think this is a maximum top as we will get AGI. x.com/Shaughnessy119… @hosseeb lets chop some blocks soon!

Haseeb ＞|＜ @hosseeb

7 days ago

For a long time I've been saying that the gap between open source and closed models is going to widen because of the data gap, hardware gap, and increased restrictions on distillation. I was wrong. Z.ai is on another level. Incredible benchmarks on this

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Coinbase shipped an AI that can LEGALLY give you financial advice. This is actually interesting! Coinbase just launched Coinbase Advisor, in production, for real. You talk to it in plain English, and it reads your full portfolio and history, suggests actions, and flags ideas you'd have missed. It stays non-discretionary, so you confirm every trade. (you're accountable, after all) The product is slick, but the legal structure underneath it is doing the heavy lifting. They incorporated Coinbase Advisors, LLC (CRD #342338), registered it with the SEC as a Registered Investment Adviser and with the CFTC and NFA as a Commodity Trading Adviser, and took on fiduciary duty under the Investment Advisers Act of 1940. An 85-year-old statute, pointed at an LLM. Pointed at a freakin LLM, people! "First SEC-registered AI adviser" might be better described as "First SEC-registered LLM adviser." Betterment and Wealthfront have been registered robo-advisers for a decade, doing small bits of this.] What's new is a generative, conversational, non-discretionary agent carrying RIA and CTA credentials together, in one app, across crypto, equities and derivatives. That's wildly different to a chatbot with a disclaimer that gives generic best-practice information. What I love about this is Coinbase just went and executed. They didn't wait for a new law or a sandbox. The US read the 1940 Act, registered inside it, and put the product live for customers. The UK is scaffolding it. A new "targeted support" regime (PS25/22) goes live in April, and the FCA runs supervised AI Live Testing cohorts for firms that want to trial exactly this. But a trial is not a live product. There's one catch: today it only sees what's inside @coinbase. Your bank, pension and other brokerages stay invisible. Robinhood's Cortex already does the conversational, portfolio-aware part. It just labels the output "informational, not advice." But wouldn't it be WAY cooler if this saw ALL of your accounts? Coinbase's launch video is below.

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

5/ So what's next? For our customers, this means deeper data, stronger APIs, improved IR, and more useful workflows across monitoring, compliance, research, disclosures, and more. We're all in on AI and believe that the combo of AI and onchain markets will be very powerful.

1/ Today we announce our acquisition of Messari. Our mission is to bring trust and transparency to onchain markets. This acquisition accelerates that mission.

Figment is proud to be a Founding Member of @Solana_SRI. 💪 The SRI exists to give financial institutions a rigorous framework for evaluating Solana — with research on infrastructure, economics, potential risks, and more. Learn more about the SRI below 👇

Solana Research Institute (SRI) @Solana_SRI

2 weeks ago

Figment is the largest independent non-custodial staking provider on both Solana and Ethereum, with more than 1,500 institutional clients including asset managers, custodians, and exchanges. @Figment_io was the first node operator in North America and Europe to achieve full NORS

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Mythos (and other leading models) have gotten attention for their impact on cybersecurity. I asked @dguido about how companies will need to adapt. "It means that companies have to respond at machine speed to these intrusions because that LLM is going to be seeking out all these little opportunities, these chinks in your armor in order to further burrow itself into your company."

Derek Hsue @derekhsue

2 weeks ago

Over the years @trailofbits has become a household name in cybersecurity. In this conversation with Trail of Bits' founder @dguido, we dive into the complete journey, from how they got started, to nearly going out of business during the government shutdown, to becoming a well

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We’ve just raised $175M, in a round co-led by @paradigm, @a16zcrypto, and @RibbitCapital, the largest raise DeFi has ever seen. Credit is the bedrock of our civilization, but the infrastructure underneath is fragmented, extractive, and closed to most of the world. That is what @Morpho is here to change. Morpho is building the open credit network for the world. The global credit market is $ 200T. We are building the infrastructure layer that will move it onchain, and every institution, fintech, and bank that wants to participate in the next era of finance will connect to this network. After four years of being heads down building Morpho, we now count more than $11B in deposits and integrations with leading financial institutions including @Coinbase, @Binance, @FireblocksHQ, @SG_Forge, @krakenfx, @Bitwise, and dozens of others building on Morpho to offer better products to their users. But this is just the beginning. This raise will allow us to accelerate: activating the global credit network at scale, building the go-to-market engine to match our ambition, and bringing more institutions onto the network faster. Having any kind of onchain strategy in this era will mean going through Morpho at some point. Reach out and let's talk. And if you want to help build the open credit network for the world, we have plenty of open roles. Let’s fly 🦋

Morpho 🦋 @Morpho

2 weeks ago

Morpho Association has raised $175M to build the open credit network for the world. Co-led by @paradigm, @a16zcrypto, @RibbitCapital with strategic participation from @apolloglobal, @vaneck_us, @circle_ventures, and @Ledger @Cathayinnov. The round also included participation

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JTO now on Robinhood. Credit where it's due: not every exchange lists what's coming for it

Robinhood @RobinhoodApp

2 weeks ago

New asset now available to trade on Robinhood Crypto. $JTO (Jito)

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Japan's three megabanks to debut live stablecoin transactions by March 2027 theblock.co/post/404212/ja…

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

🚢🚢

ilemi @andrewhong5297

a month ago

The age of one-time token due diligence is over. A given "token" can easily involve 300+ changing contracts. We've built a balance sheet graph for every token, so you can see all protocol/token dependencies and then model economic and operational risks.

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always when you start learning something new its blurry. then you start to map some of the key concepts thinking "this is easy". and then you realize just how much you don't actually know. that's the filter. pushing through the unknown because you want to, not for clout, fame, a gold star, or a bag of money. all those motivations are weak and will inevitably leave you empty even as you acquire new skills. it will be the classic "i feel nothing, what's next" feeling. learn new things because you actually want to, not because of what learning the new things may signal or fleeting desire they may satisfy.

Euphoria is live! I'm proud to finally release Tap Trading to you, after more than 1 year of development. This is just the beginning of a long journey as we push the boundaries of what is possible on-chain. Short-duration derivative platforms which are simple and fun to use are a huge gap in the market. Blockchain infrastructure has finally caught up to the point where we can deliver real innovation to users, rather than just copies of the same stale ideas. Our goal is to make trading accessible to everyone and bring the next wave of mainstream users into crypto. The product you see today is the first of many experiences we have planned. Many people have wondered why I chose to build this, after a background in MEV trading, P2P exchanges, DEX development, and various research/advisory work across the crypto space. The truth is that this product deserved to be built. I have always loved difficult challenges, and this is the most sophisticated thing I have ever built. Technically, it sits at the intersection of many separate innovations, including low latency on-chain oracles, multiple concurrent CLOBs, and probabilistic market making. On an psychological level, it has also been challenging to relentlessly optimise for the most simple and fun experience around trading which it is possible to build. There are many challenges ahead, but if we succeed I believe this will propel the entire space forwards and open a new conversation about what is possible with on-chain derivatives and predictions. It has also been incredibly fun to build something which connects directly with users to deliver them the most dopamine we possibly can. I have had an incredible time building this, and I hope you will have an incredible time using it. I welcome all feedback on how we can make it more fun. I want to make you feel something. I love you all.

Euphoria @Euphoria_fi

a month ago

Euphoria mainnet is now live. It's time to have some fun. euphoria.finance

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BREAKING: THORCHAIN APPEARS TO HAVE BEEN EXPLOITED ACROSS BITCOIN, ETHEREUM, BSC AND BASE FOR MORE THAN $7.4 MILLION — ZACHXBT

Mood right now:

Eleanor Terrett @EleanorTerrett

2 months ago

🚨NEW: @BankingGOP Committee markup of the Clarity Act set for Thursday, May 14 at 10:30 AM EST.

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I think a lot of people + companies are beginning to realize that what it took to be successful in crypto up until this point is not the same as what will make them successful into the future. You're not a genius. You were early and survived.

We just had the first successful Alpenswitch on our Alpenglow community cluster! The @solana finalization time improved 100x. Thanks to everybody participating. Watch it live: ag.validblocks.com …ommunity-status.stakingfacilities.com

Summer 2026 for Arc mainnet

Frank Chaparro @fintechfrank

a month ago

Circle raises $222 million from BlackRock, Apollo and others in Arc token presale valued at $3 billion cnbc.com/2026/05/11/cir…

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