TXPool Capital retweeted
The Pearl trade is strikingly similar to HYPE:
- Fair launch
- Nearly impossible for large funds (esp. US based) to buy: lack of qualified custodians, can't buy from non-kyc miners, no listings
- Gives retail and CT an opportunity to get in first
- Elite team executing
Bullish
TXPool Capital retweeted
Board prep is a lot of small jobs. Pull up last meeting's minutes, find the action items nobody closed, build an agenda, check that it actually went out.
Playbooks in Karma Compass do a good chunk of that for you. Tell Compass what you want in plain words, like "Draft the agenda for our next board meeting from the last minutes, the open action items and anything the board has been asked to decide." It reads your records and writes up a proposed agenda, with the pages and quotes it used.
Now say you like what it gave you. Turn that same request into a playbook and set it to run 10 days before every board meeting. From then on the draft is waiting for you when the time comes. You look it over, press a button to save it as a draft in the meeting, and edit from there. Nothing gets published or sent until you've reviewed it.
We also have ready-made playbooks you can just turn on: checks on quorum, minutes that never got approved, filings, and reminders to whoever owns an overdue action item.
Here's how it all works: compass.karmahq.org/blog/boa…
What would you want Compass to prep for you? Reply and tell us.
Pearl mentioned 👀
Today is probably a good time to check in on things with @privy_io, which became part of @stripe just over a year ago.
Our acquisition was predicated on three factors: stablecoin growth, self-custody as a key enabler of broader global coverage, and rapidly increasing demand for programmable financial infrastructure. As we said at the time, "money has to reside somewhere, and Privy builds the world's best programmable vaults."
Since then, the Privy team has executed exceptionally well: assets in Privy wallets have grown ~25x, monthly active developers are up ~3x, revenue is up ~9x, and Privy now facilitates nearly $25B of monthly transaction volume. @tryramp, @Deel, @Klarna, @felixpago, @HyperliquidX, and thousands of other businesses are building embedded banking functionality on Privy.
At Stripe, we're deeply integrating Privy into Treasury, @Link, and Connect. In each case, it's accelerating our global expansion, and enabling us to build better functionality faster. (Coming soon: @Link balances.)
We're also seeing that Privy's wallet infrastructure is the ideal substrate for agents to transact and earn -- live today with @merit_systems, @orthogonal_sh, @Nevermined_ai, @prlnet, and more. Developers prefer programmable financial infrastructure, but agents need it. We expect that the agentic economy will continue to grow extremely quickly.
The Privy team has maintained remarkable product velocity, with major launches this year including deposit addresses, earning on Privy balances, digital asset accounts, custodial wallets, and Stripe's own stablecoin cards.
It's also been neat to see how Privy has been accelerated by Stripe, with better onramps, @stablecoin payment rails and licenses, Stripe's fiat capabilities and issuing stack, and integration with @Tempo.
Together, we're building one API for holding stablecoin balances and earning yield, moving money in and out of fiat, and orchestrating spend with cards. We still have a lot of work to do, not least in integrating everything across Privy, Bridge, and the rest of Stripe -- there's been so much feature and functionality expansion that we haven't yet had much time to reconcile everything. Overall, though, I'm very happy with how things are going, and excited by where these capabilities are headed.
If you're interested in working on the future of stablecoins, agentic payments, and crypto's deployment in the real world, you should get in touch with @sternhenri (now leading all of @StripeCrypto) or others on the team.
FULL CONVERSATION: The Quantum Threat, Intents, and The Agentic Future For NEAR
@ilblackdragon @NEARProtocol @therollupco
near:native
TXPool Capital retweeted
Is pearl-2:native an obvious buy???
Community is absolutely diehards tbh
Tom Schmidt says Arthur Hayes' FLOP is a copycat of Pearl and Arthur is just "a very good promoter"
Robbie: "Have you seen this Arthur Hayes FLOP thing? 'Cause it sounds a lot like that"
Tom: "No disrespect to Arthur. I think FLOP is kind of a fork copycat of Pearl"
Tom: "He has this whole payment thing, which I don't really think is like... also no disrespect"
Tom: "I look at the Pearl team and I look at whoever's running FLOP... one is really world-class researchers, there's some really novel ideas"
Tom: "I love Arthur, and I think he's a very good promoter"
TXPool Capital retweeted
David is right
Infinex is the best crypto wallet out there, best in class UX across phone app and browser extension
One thing that holds Ethereum back is the fact that everyone associates Metamask with ETH.
Just use infinex.
TXPool Capital retweeted
This is how I got $PRL pilled
I was doing my research and got on a call with a early @prlnet miner
His FIRST line on the call was “There is not enough electricity in the world”
I was like wait what do you mean
He SECOND line on the call was “There is not enough electricity in the world”
I was shooketh because it dawned on me that crypto mining is kinda retarded and will trend to zero
And AI will eat the world and we need hash rate tied to AI computation
“BTC cannot tap into this energy - it competes with AI for electricity, whereas Pearl scales with AI adoption. That is the main argument for PRL..” @WeinsteinOmri
Indeed, the current Pearl protocol is INT-8 only, and adds 10-15% overhead, which disqualifies most models running on native FP datatypes. The new Pearl-GEMM protocol (already in testnet and expected to launch within weeks) fixes all these caveats — It supports native FP computation on Blackwell chips and has 0–3% end-to-end overhead and is model-agnostic (on DeepSeek V4 Flash our overhead is ~0%). Our MoE kernels outperform SoTA (Quack) kernels, so even *with* mining, Pearl’s vLLM beats optimized open source vLLM/SGLang on many workloads.
The only way to implement truly useful PoW (allowing even closed-source frontier labs to participate) is to let miners pick their input matrices. Unfortunately this will always allow spam mining, but the economic incentive on Pearl-GEMM is zero.
On BTC: I agree the bigger question isn’t whether Bitcoin “wastes” energy or not, but where 99% of power goes (AI MatMuls). BTC cannot tap into this energy - it competes with AI for electricity, whereas Pearl scales with AI adoption. That is the main argument for PRL..
TXPool Capital retweeted
Been crunching some numbers on Rysk.
98% of all notional deployed comes from users who traded across 2+ expiries.
Users make it part of their recurring strategy and keep coming back.
TXPool Capital retweeted
One of our families sent this heartfelt thank-you video to show us what their twins have accomplished since we taught them to read at age 2
This "learning designer" calls it "a parlor trick of just reading some words"
What do you think?
(video shared with permission)
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TXPool Capital retweeted
NASA bureaucrats are doubling down on the failed plans of the past instead of focusing on what worked with @elonmusk & $SPCX
nationalreview.com/2026/10/d…
TXPool Capital retweeted
$PRL up 301% in September
The pure play for crypto x AI
September belonged to crypto x artificial intelligence (AI):
$NEAR up 183%
$VVV up 70%
$WLD up 47%
$TAO up 37%
Grayscale's Artificial Intelligence Crypto Sector returned 54% for the month, versus 24% for the broader crypto market. The move may reflect growing interest in blockchain as potential infrastructure for AI.
Read more on The Stack here: grayscale.com/the-stack/the-…
Learn more about the Artifical Intelligence Crypto Sector here: institute.grayscale.com/cour…
TXPool Capital retweeted
MetaMask has now posted two updates on its security incident. ~1,300 characters.
Sep 30: "no immediate threat to MetaMask wallets."
Oct 1: "no indication that MetaMask wallets or customer funds have been affected."
negative assurance without incident disclosure.
what was compromised? not disclosed.
what could the attacker reach? not disclosed.
what the chain disclosed, per @0xKaden:
~17,000 validators exiting.
18 blocks paid ~0.36 ETH in fees to a wallet funded through Tornado Cash.
We’re continuing to actively investigate and respond to the security incident affecting part of our infrastructure.
Our focus remains on working closely with affected partners and taking appropriate steps to protect users. As part of this, we worked with our partners to take the precautionary step of exiting affected validators.
Based on our investigation to date, there is no indication that MetaMask wallets or customer funds have been affected.
Our teams continue to work through containment and verification, and we’ll share further verified information as appropriate.
As always, please remain vigilant: be cautious of unsolicited messages, never share your Secret Recovery Phrase or private keys, and rely on official MetaMask channels for updates. MetaMask will never ask you for your Secret Recovery Phrase.
We’ll continue to share updates here as our investigation progresses: metamask.io/news/user-update
TXPool Capital retweeted
With the news over the last 24 hours, if you're still using Metamask....
I don't even know what to tell you
























