@mnodesdf

🔗 Decentralized Future Advocate | Blockchain Enthusiast 📈

 New York
Joined June 2023
  • Tweets1.7K
  • Following172
  • Followers36
MalcolmNodes retweeted
CryptosRus@CryptosR_Us
Sep 26
MASSIVE: Solana’s Alpenglow moves to devnet 🚀 Testnet yesterday. Devnet today. The biggest solana:So11111111111111111111111111111111111111112 consensus upgrade is now running on devnet as the observation period gets underway ahead of the planned mainnet-beta migration.
CryptosRus@CryptosR_Us
Sep 23
BIG: Alpenglow starts rolling out on Solana testnet this week. ⚡ It targets ~150ms finality, down from roughly 12.8 seconds today, that means faster confirmations for payments, trading, bridges and apps. $SOL already feels fast. Alpenglow makes that speed final.
6
27
1
247
11,833
MalcolmNodes retweeted
VoxDev@vox_dev
22h
Evidence from China suggests that big tech investment helps AI startups innovate by easing access to data, with implications for competition: voxdev.org/topic/technology-…
1
3
5
600
MalcolmNodes retweeted
roon
@tszzl
Sep 25
It’s only thinking when it comes from the mammalian neocortex region of Tegmark IV, otherwise it’s just sparkling stochastic parrot.
124
127
11
1,817
70,842
AI agents paying for things online is quickly moving from an idea into real infrastructure. That’s why @Concordium joining the x402 Foundation caught my attention. With x402, an AI agent can request a resource, receive a “402 Payment Required” response with the price, sign a stablecoin payment, and gain access without a checkout page, account, or API key. But the Concordium angle makes this even more interesting. Agent payments can have protocol-level identity and accountability, while zero-knowledge proofs help preserve privacy. AI agents can already pay. Now we’re building the rails to answer a bigger question: Who actually stands behind the payment? @Concordium
25
11
58
3,112
MalcolmNodes retweeted
Rory Johnston
@Rory_Johnston
Sep 25
Sharp drop in flat Brent futures price (white) over the past hour. No change in crude term structure (blue, prompt Brent timespread)
10
16
2
143
17,947
I did not expect the CPU to be the small line. @benitoz modeled a billion consumer agents. The machine that runs the browser is the cheap part. The model calls run about 42 times the CPU bill, even at 90% off list. $INTC $AMD $NVDA $ARM
8
14
72
11,408
MalcolmNodes retweeted
CryptosRus@CryptosR_Us
Sep 24
INSIGHT: Bitwise released its first Institutional Crypto Adoption Report, and the findings are bullish. 🤯 ✅ 0 institutions cut crypto exposure during the ~50% drawdown ✅ Every crypto-holding institution owns Bitcoin ✅ Most allocations are around 1%-2% ✅ Several bought more during the selloff Institutions are acting like strong hands.
9
16
2
62
10,317
MalcolmNodes retweeted
Kong Kong Kubs x 2@3benson
Sep 24
Years of BSP rate & RRR cuts, deposit insurance expansion, FX management, now EO 110 & relief measures. Yet consumer credit growth slows while debt stress broadens. GDP remains positive, but BSP data increasingly resemble a Wile E. Coyote economy: momentum first, gravity later
2
4
104
You cannot invest what you do not have. Early on, an average 🇳🇬 resident's primary financial constraint is a lack of capital
2
16
1
120
5,569
The hot PMI this morning, showing the strongest business activity in over 5 years, is causing the market to price in higher odds of more rate hikes. That's why yields are moving higher today, with the 10-Year back over 5%. That's putting downward pressure on the market today. We need yields to come down.
2
25
3,586
MalcolmNodes retweeted
Hanno Lustig
@HannoLustig
Sep 23
Mind the gap between the issuance of bonds and central bank purchases if you want to understand which way global real long yields are headed. Below, a plot of the aggregates for the Eurozone, the UK, Japan, and the US (blue bars) against the average 10-year real yield. thetwocents.substack.com/p/g…
4
24
82
9,088
MalcolmNodes retweeted
Joe Weisenthal
@TheStalwart
Sep 23
This does not look like an encouraging development before the XJP State visit bloomberg.com/news/articles/…
25
42
18
381
82,870
A game-changing moment for accelerating the energy transition! Lots of progress has been achieved on renewable energy. But we are lagging behind on the investment and implementation of energy grids and storage. Launched today by the SG, the Global Grids Accelerator will help countries across Africa and South East Asia move from ambitions to impact — turning national energy plans into clean, reliable power for millions of people. With our expertise in procurement, infrastructure and project management, @UNOPS is proud to join forces with partners across the UN and multilateral organizations supporting this vital initiative. UNOPS, @UNDP and @SEforALLorg will serve as the initial co-conveners of this initiative. Read more: bit.ly/4iL3CoC #UNGA81 #SDG7
1
7
2
14
1,023
Bernstein: Management dismissed claims that open-source models threaten AI economics, estimating that roughly 80% of models will ultimately be open while emphasizing that open access does not make underlying compute free. Instead, Nvidia views broader open-model adoption as a positive driver for accelerated computing, as it expands the market of enterprises and developers capable of deploying AI.
6
7
55
7,935
MalcolmNodes retweeted
Joe Weisenthal
@TheStalwart
Sep 22
If I'm reading this correctly... it sounds like the long end of the yield curve is a reflection of trader expectations of the future trajectory of the short end of the curve?
Nick Timiraos
@NickTimiraos
Sep 22
This paper finds that 90% of the observed rise in the 10-year US Treasury since August 2020 has occurred in the three-day window around US payroll reports or speeches by top Fed officials (the chair, vice chair, or Waller), which accounts for just 24% of trading days The paper finds those days are responsible for 81% of the rise in markets' expected average short-term rate over the next 10 years, which means this isn't about investors getting nervous about holding long-term debt and is instead about markets revising their view of short-term rates.
31
30
6
602
76,378
Uzbekistan’s banks record 32.5% increase in problem loans Problem loans at Uzbekistan’s banks rose 32.5% to UZS 23.93 trillion ($2.03bn) by August 1, 2026, with state-owned banks accounting for 70.2% of the total. 👉Details — daryo.uz/en/viUg4gXvR #Uzbekistan #Banking #Loans #Finance #Economy #Credit #Banks @centralbankuzb
1
3
2
225
MalcolmNodes retweeted
Fred Krueger
@dotkrueger
Sep 19
Idiotic comment of the day. "Bitcoin is Boring". Full Disclosure: Jason is backing Tao. I am suing Tao. This is a coin marketed as "AI" which has nothing to do with AI. Run by a small group of Insiders. Pretending to be "inspired by Bitcoin". The exact opposite of what Bitcoin is.
@jason
@Jason
Sep 18
The dead cat continues to bounce. What is Bitcoin, 17 years later? It’s not great for transactions or smart contracts; the user experience is still intimidating for most, and it’s no longer capturing the public’s imagination. If it comes up at the dinner party, it's followed by a hearty “remember that!” It’s a boring store of value, trusted as that—which is its biggest value. It's boring. Folks expect bitcoin to be stable and that it’s no longer a way to get rich quick. Institutions embracing and accumulating it took $btc from punk rock to Muzak. Advocates went from pirates to suits in orange ties, awkwardly sharing cringe memes — just like the cool kids do! If Bitcoin were going to reach mass adoption and an important use case, it does better than anyone else, it would have by now. Bitcoin feels like the CD in the age of Spotify, the DVD in the age of Netflix — a bridge technology that folks who invested in “their collection” keep saying is the better experience. Perhaps bitcoin is vinyl, cool memories and fun to drag out and put on display, but a technology that served us to get to where we are now.
145
39
26
626
151,426
MalcolmNodes retweeted
Dan Tsubouchi
@Energy_Tidbits
Sep 19
Today, Gold was +$37 to $4,379 to close on 09/18. Closes: 09/18: $4,379 09/17: $4,342 09/16: $4,264 09/15: $4,292 09/14: $4,300 09/11: $4,349 09/10: $4,318 09/09: $4,399 09/08: $4,356 09/07: $4,404 09/04: $4,430 09/03: $4,473 09/02: $4,382 09/01: $4,329 08/31: $4,437 08/28: $4,455 08/27: $4,599 08/26: $4,591 08/25: $4,657 08/24: $4,652 08/21: $4,603 08/20: $4,517 08/19: $4,516 08/18: $4,334 07/31: $4,046 06/30: $4,008 05/29: $4,540 04/30: $4,618 03/31: $4,668 02/27: $5,279 Thx @business #oott
1
6
1,202
"This is a really difficult market to navigate", cautions @lanceroberts That's because there's no clear trend at the moment In times like these, he recommends investors do what's hardest for them: Nothing WATCH: youtu.be/_xerzGYN-mk
4
3
1
20
4,234
How many of the #GlobalGoals depend on #SDG7? More than you might think. A quick thread ahead of today’s #SDGMoment at #UNGA81. 🧵👇
1
14
17
891
Load more