Postlar filtri


1.5 months in, checking back on the base scenario:

US stocks — 5–15% correction around the SpaceX IPO, shallower than I expected. Anthropic and OpenAI IPOs still ahead, so I’m waiting on more volatility and a better entry.

China — the names I was bullish on found their bottom, +20–30% in under two months. Next checkpoint: Xi’s visit to the US.

Gold +15%
BTC +30%

Plan for Autumn:
1. Rebalance Chinese/US stocks during mega IPOs.
2. DCA BTC under $60k


We’re entering a period of mega AI IPOs that could absorb a significant amount of market liquidity over the next few months.

My base scenario:

1. Successful AI IPOs attract massive capital, forcing investors to sell stocks, gold, and crypto to participate.

2. Initial enthusiasm drives valuations higher, but as lockups expire and supply increases beyond the initial float, many of these companies struggle to justify their valuations.

3. The correction begins, and capital rotates back into discounted assets:
- Stocks, ideally after a 20–50% repricing.
- Gold, as a safe haven and hedge against fiscal instability and declining US dominance.
- Bitcoin, as a geopolitical hedge with significantly higher upside potential.

Whether this plays out or not, it is worth having a clear view and an action plan—not just for the next 3–6 months, but for the next 3 years.


Since 2022, I’ve been looking at the world through the lens Ray Dalio framed in The Changing World Order.

I just watched this interview with Professor Jiang, and it made a lot of sense in terms of what is happening globally right now — and what our personal response to it could be.

Kind of tactical addition to Dalio’s cycles.

It resonates with many of my own beliefs, especially around long-term thinking, family strategy, resilience, and how to position yourself in a changing world.

Worth watching👇

https://youtu.be/BTJGr78-zyw?si=-4sR6nPtgYEHf82z


Watched podcasts with Ilya Sutskever and Andrej Karpathy over the weekend:

— Ilya Sutskever on human-like AI, philosophy, evolution, and the next era of research
— Andrej Karpathy on the end of coding, progress in AI agents, and how modern AI R&D is evolving

My personal takeaway: we need to tone down the global AI panic a bit.

- Too much of the conversation is still stuck between hype and fear.
- Too many scary predictions
- Not enough focus on practical use & adoption.

For now, the biggest shift is much more grounded:
AI is changing how workflows are built — moving them from human-first to agent-first.

At the same time, it is becoming clearer that AGI may require far more research than some of the biggest AI labs were implying to investors. And honestly, I see that as a good thing.

It gives us more time to align AI with human interests, make it more useful in real-world contexts, and keep the focus on serving sentient humans rather than feeding abstract narratives.

The opportunity in front of us is not just building more powerful models.
It is building AI systems that are practical, aligned, and actually improve how people work and live.


Expanding human agency.

A year ago, building a personal website still felt like work.
Today, I built mine in under 2 hours with VS Code + Claude.
AI is collapsing the distance between thought and execution.

For founders, creators, and independent thinkers, the bottleneck is no longer code. It’s clarity, taste, and iteration.

Soon, your website won’t just present you. It will act on your behalf in A2A and A2H interactions.

Bright times ahead.
👉 https://havryliak.com/




Someone built http://Startups.RIP a directory of 5,700+ failed YC startups with post mortems, deep analysis, and rebuild plans so you can revive dead ideas and turn them into new projects.




We recently launched ATaaS — a new framework for tokenizing AI Agents built on Meteora DBC / Solana.

How it works
- 80% of tokens are automatically vested over 48 months with a 6-month cliff
- 20% of tokens go to a bonding curve for initial price discovery and liquidity

Why this matters
Instead of asking a market maker to snipe 80–90% of supply at launch, 80% of the supply is locked from day one, with long-term unlocks aligned to execution.

The remaining 20% launches transparently via bonding curve.

This creates:
- better incentive alignment
cleaner launches
- less extractive behavior
- stronger long-term outcomes for teams and communities

If there are AI builders here who’ve been considering agent tokenization — DM. Happy to support.

P.S. Markets reacted well 🥳




Assisterr dan repost
⚡️ Mira Network has officially launched their DevRel AI Agent — powered by Assisterr

As more leading AI x crypto projects scale, they choose Assisterr for trusted infrastructure and real-world automation

📈 Over 200 projects now rely on Assisterr to deploy AI agents that boost growth, support developers, and serve their communities!

Explore Mira’s AI agent →


Assisterr dan repost
$ASRR ON Kraken
Big news is here 🎉
Trading is live

More to deliver for the community




Decentralized AI is still in R&D mode.

Top verticals I am excited about most👇

🔹 Multi-agent coordination → Getting AI agents to work together
🔹 Fair rewards & incentives → How to compensate contributors
🔹 Reputation & scoring → Ensuring AI outputs are trustworthy


CEXes vs DEXes

Злом Bybit на $1.4млрд - це дуже цікаво. У 2017-му така новина б вже завалила весь ринок, а зараз майже немає ефекту.

Моє особисте передчуття - DEX-и (децентралізовані біржі) будуть новими CEX-ами (централізовані біржі) на наступному циклі.

Дегени в поточному циклі виключно торгують через декси, бо там появляються токени в першу чергу і їм достатньо умовного Phantom волета.

З сторони проектів ліститись на CEX-ах стає все менш цікаво.

Якщо це топ 10, можна думати, спілкуватимь за умови, якщо ж це щось нижче по списку - скоріш за все це waste of money.

Топ 5 бірж які на мій погляд мають сенс:
- binance - топ, але все залежить від умов. Якщо погані умови, то не вартує, бо це може вбити проект.
- coinbase - дуже цікаві, на рівні з Бінансом, але складна історія через US регуляції
- bybit - хороший, але незрозуміло чого очікувати через хак
- okx - норм середнячок, складні в комунікації
- kucoin - трастовий, сильний бренд, але поступається першим трьом

До цієї групи можна додати gate як тір 3 який може бути на рівні з Кукоїном, але простіше домовитись.

По факту кожна з бірж - це ринок на якому присутні «товари» різних виробників і є сенс бути на багатьох ринках, питання тільки умов розміщення (aka listing fees).

З іншої сторони якщо у вас є паралельно гігантські децентралізовані «амазони» (dex) який дозволяє продавати куди хочеш і з мін комісіями з транзакцій, але без listing fees, то чому б і ні?


Assisterr dan repost
400K Strong! 🚀

A massive THANK YOU to the Assisterr community for hitting this incredible milestone on X! ❤️‍🔥

Your passion, creativity, and non-stop feedback push us to deliver faster and better.
🔹 Amazing SLMs built by the community
🔹 Insane engagement & activity
🔹 Tons of insights to refine & improve

We’re just getting started—let’s keep building! 💪


New Agent in ecosystem is live 🚀

https://x.com/assisterr/status/1889753031987609709?s=46


slowly than suddenly (c)


Incrypted dan repost
Assisterr преодолел отметку в 1 млн пользователей

Украинский стартап Assisterr, позволяющий разработчикам создавать собственные нишевые ИИ-модели на базе своей инфраструктуры, преодолел отметку в 1 млн пользователей.

Кроме того, на хакатоне от Solana ИИ-агент Assisterr стал самым популярным — из 427 команд со всего мира 199 было с ним.

А после хакатона, на базе их платформы одна из команд запустила токен ASSAI, который недавно сделал ATH в $50 млн. Сейчас капитализация около $30 млн (забрали в Memecrypted+ около 10х).

К слову, Assisterr присоединяется к четвертой партии экосистемного фонда от Aethir на $100 млн.

P.S.: Ранее мы провели с командой проекта питч-сессию. А в скором времени в партнерстве с ребятами мы организуем онлайн-конференцию по ИИ-агентам. Следите за анонсами!

Airdrops | News | WaitingRoom


Грудень просто неймовірний:

1. Ми зайшли спонсорами в Solana AI hackathon
2. 46% учасників з 417 команд подались на наш трек, бо Асистер - це ⚡️⚡️⚡️для розробників🤖
3. Бачимо перших агентів які вже запустили власні токени і торгуються під $20млн 🥳

Деталі👇
https://x.com/assisterr/status/1871626202781495695?s=46

20 ta oxirgi post ko‘rsatilgan.