i just made my first ever @Dune dashboard, on a subject i've been digging into a lot lately: stock tokens on robinhood chain. it covers daily mint/burn stats, dex volume, holder breakdowns and which protocols/infra actually hold these tokens, and where supply sits across the different stock tokens, which ones carry the most supply, which ones trade the most. if you're into this stock tokens meta, could be a useful one to dig through. open to feedback if you know your way around dune dashboards, will keep updating it as i go. dune.com/skobro/rh-stock-tok…

with ai finding more exploits every day, assets and programs are getting compromised left and right, while btc has been tested for years like the golden asset to crack. so far the base protocol has held, and i can imagine more people converging toward that thought and reinforcing the conviction on the other side, gold vs btc as a store of value has always been a debate. marathon fusion's announcement going viral is forming a bias around the idea that nobody can make more btc while gold can supposedly be made with fusion. it's still negligible, but the idea is out there interesting to have these two things happening at the same time, both leaning toward a bullish btc bias

non exhaustive sum up of what the cyber community now calls black october php. two critical flaws that let attackers run code on servers without logging in, found with ai and patched oct 21. the netherlands, finland and belgium took public sites offline certificates. 8 certs with keys so weak one was literally the number 4, about 30,000 to replace cairn. an ai agent toolkit tested 1,100+ attacks, deere and cummins among the victims railway and zeabur. customer secrets exposed, zeabur is shutting down in december litellm. a poisoned update stole ai provider keys signal. a call bug that could keep sending audio after hanging up ahold delhaize. systems offline for over a week meta's muse. 6,800+ private conversations exposed through shareable links are we cooked chat

some context on barclays. 5,000 jobs is about 5% of its headcount, around 60% of it in support functions including developers, and 1,000 were already cut in the first half it's not distress either, q3 profit rose 12% to £2.3b, though expenses came in higher than expected earlier this year the forecast behind it: morgan stanley says european banks could cut 10 to 20% of jobs over five years, up to roughly 400,000 roles, double its january estimate, with much of it through voluntary exits and retirements hsbc is reportedly looking at around 20,000 and standard chartered at close to 8,000 support roles so barclays looks like one of the first of many

10x cern's record sounds big but with no numbers published it's likely still picograms alice made about 29 picograms in four years, so even 10x is tiny between that and tonnes of gold a year you need commercial fusion plants that don't exist yet, mercury-198 which is only about 10% of natural mercury, and 15 to 18 years of storage for the radioactivity but ig overall it is bullish for btc

french 10y oat just went above 5% for the first time since 2002 the spread over bunds is the widest since 2011 and tomorrow moody's reviews france, currently aa3 with a negative outlook one notch down would match what s&p and fitch already have, two notches would put moody's below both any prediction for tomorrow ?

if spacex and tesla merge, the interesting part is that the synergies are already on paper chips. they're building terafab together in texas, $16.8b to start, to make chips for optimus, cybercabs and spacex's planned orbital data centers. energy. tesla has sold about $890m of vehicles and batteries to spacex and xai since 2023, mostly megapacks for ai data centers. spacex's ai compute capacity reached 1.4 gw by the end of q2 and all of it needs power ai and robotics. musk points to shared work on ai software and robotics, and tesla already put $2b into xai, which became a small stake in spacex connectivity is the fourth area he cites, with starlink on one side and cars and robots on the other right now all of this runs through related party deals and a terafab arrangement that is reportedly only a general framework. a merger would turn it into one company my read is that it's less rockets plus cars and more one company owning the chips, power, compute and machines of ai

two critical php flaws sat there for 14 years and ai found them in days remote code execution without even logging in, on software behind nearly 70% of websites found by calif and wiz with gpt-5.6 sol and gemini 4 argon sol isn't even openai's best model, gpt-6 astra has been out since september and i'd guess stronger ones aren't public yet

bot, muse, dots, duet spacexai, meta, openai and now anthropic all have a personal agent just joined the waitlist, looking forward to trying this

$NFLX is down about 45% in a year and q3 wasn't even bad 12.9b of revenue, 3.66b in profit, 325m subs but the slowest revenue growth in 3 years, watch time up only 2% in h1 and emmy nominations at a 10 year low and per nielsen it's 7.8% of us tv time vs 14% for youtube profit isn't the problem, growth and engagement are they just hired peter rice, the ex disney tv exec known for modern family and the bear can he turn it around and bring a fresh start

every skobro pose so far some were made with different llms, so textures, colors and details don't fully match, and i'm thinking about redoing a few to make the set more consistent i also want to create new poses and i split the account into 2 formats, one of them is shorter videos where skobro doesn't appear what poses should i add next

midterms are on november 3 and polymarket has a democratic sweep at 65% on one side, a democratic congress could push back on the iran war, which could ease oil and yields on the other, maybe it also brings more pushback on ai and data centers, the trade holding up the market one risk could fade while another one builds, not sure which one matters more

gta vi is one of the most awaited cultural products ever and it drops november 19 that much attention is going to spill onchain, i think a big meta is coming which team is positioning early and already building layers around it

the -80b in anthropic's leaked draft s-1 is the number everyone is quoting, but $72b of it is an accounting charge and not cash going out. it comes from the rising fair value of bonds convertible into shares, so the higher the valuation climbs the bigger the paper loss gets. strip it out and the loss is roughly 8.7b in six months, already above all of 2025, but on 16.3b of revenue that is up from 1.1b

digging into the numbers behind this. starlink is still the profit engine: 5.25b of revenue, about 36% of the total, and 2.37b of operating profit. but ai is now the biggest line at 7.56b, mostly from renting colossus compute to other labs, and it turned profitable at the operating level at 431m. the 60b cursor acquisition also closed this quarter. the rocket side is smaller at 1.8b, with over 6b of multi-year starshield contracts awarded on the government side. a satellite company with a compute business growing next to it

spacex q3 revenue up 161% and its ai unit turned a profit anthropic's leaked draft s-1 shows h1 revenue at 16.3b vs 1.1b a year ago the fear lately was ai players couldn't pay back their debt today the revenue side is finally starting to answer

anthropic is putting 5% of its shares in a public fund, and musk to give a spacex share to every american kid two big names in ai moving the same way, toward sharing ai wealth with the public feels like the first signals. how far does it go from here

mh doesn't seem too bad except for cac40 ofc we even get a lil pump from bitcoin:native