Good afternoon @axisrobotics ☕️ This partnership is a clean example of the "data over compute" thesis actually playing out: a 3D generative model is only as grounded as the physical signals it's trained on, and pixels alone don't give you interactive, physics-accurate environments. Manycore brings the spatial intelligence and generative modeling side. Axis Suite brings physics-ready simulation assets the part most 3D world model efforts skip or fake with synthetic shortcuts. Put together, you get a model that actually understands physical interaction, not just visual appearance. This is the same pattern as the Booster and Lotus×Geely work: Axis isn't trying to own the whole stack, it's becoming the physical-grounding layer that other serious players plug into. Which spatial intelligence or world-model team do you think needs this kind of physics-grounded data next? Join this campaign : s.kaito.ai/cx8NUYy

Good evening @quipnetwork family ☕️ Just revealed my Quantum Echo and it came back RARE. Walking through the reveal process for anyone about to go through it: → Each Echo queues up individually this wallet can't batch reveals, so you confirm one at a time
→ Confirm in wallet, pay network fees only (cost of randomness itself: 0 ETH)
→ Your piece goes to "measuring" while it runs on real quantum hardware some finish in under a minute, some take longer depending on QPU load
→ It's genuinely safe to leave the page and come back
→ Confirmation ≠ reveal the artwork only arrives after quantum fulfillment completes Watching that circuit diagram animate into an actual measured result hit different knowing it's not a seed, it's a real quantum computer deciding your piece right then. Eigen Key holders: yours is guaranteed rare still goes through the same one-at-a-time flow. 🔑 Who else has revealed theirs? Drop your Echo # below 👇

▶️ I’ve been looking at the crypto market differently lately 🟧🟧 Instead of asking “when is the next bull run?”, I think the better question is: Is liquidity preparing for one? And one of the clearest places to look is stablecoins. Today, total stablecoin supply is back above $307B, with supply up roughly 1.2% over the last 30 days and more than $2.9B added over the last 7 days. That matters. ▶️ Stablecoins are essentially the cash layer of crypto. They can sit on the sidelines, move between chains, enter DeFi, trade against BTC/ETH/SOL, or eventually rotate into higher-risk assets. So when stablecoin supply starts expanding again, I pay attention. We already saw a major contraction earlier this year, with stablecoin supply falling sharply during June and July. Now the trend has started to reverse. And that is the part I find interesting. ▶️ Ethereum remains the biggest stablecoin settlement layer, holding roughly $147B of stablecoins. But Solana is becoming increasingly interesting. Solana now holds around $17.4B in stablecoins, with supply up almost 13% over the last 7 days according to DeFiLlama. That is a significant signal🔥🔥 Because if stablecoin liquidity is growing on Solana while SOL is still trading far below the extremes of a full-blown speculative phase, it tells me capital is already positioning itself inside the ecosystem. Then look at BTC. ▶️ Bitcoin has already moved from the ~$63K area in July to above $80K, reaching above $86K recently. Spot BTC ETFs have also seen strong renewed demand, with roughly $2.95B of net inflows over the last 30 days. So BTC is not waiting for the next bull market. It may already be building the foundation for it. But I don’t think BTC alone is the interesting part. ETH is showing signs of catching liquidity as well. Ethereum ETFs have attracted significant inflows over the last month, while ETH has moved from around $1.8K in July toward the $2.7K area. And then there is SOL. ▶️ Solana is arguably showing one of the more interesting liquidity setups: stablecoin supply expanding rapidly + ETF demand appearing + strong ecosystem activity. That combination is worth watching. But I also want to be careful here. Stablecoin growth alone does NOT equal a bull market. The market can create stablecoins without that capital immediately flowing into BTC or altcoins. And ETF inflows can slow. BTC can reject resistance. ETH can underperform. SOL can experience violent corrections. So I’m watching the combination of signals rather than one metric. ▶️ For me, the next major confirmation would be: → Stablecoin supply continuing to make new highs → BTC holding above the $80K area and eventually reclaiming the $86K zone → ETH/BTC starting to strengthen → ETH maintaining momentum above the ~$2.7K region → SOL continuing to attract stablecoin liquidity → BTC ETF inflows remaining positive → ETH and SOL ETF flows continuing to expand → More capital moving from stablecoins into spot markets rather than purely leveraged derivatives If several of these happen together, the market structure changes considerably. And this is why I don’t think the next bull phase necessarily starts with a massive green candle. It could start much more quietly. Stablecoins accumulate. Liquidity expands. BTC absorbs the first wave. ETH begins catching up. SOL and other high-beta assets follow. Then retail notices. By the time everyone starts calling it a bull market, the underlying liquidity expansion may already have happened months earlier. ▶️ My current view? I don’t think we have enough evidence to say we’re already in another euphoric bull run. But I do see several pieces of the puzzle moving in the right direction. The stablecoin market is expanding again. BTC has regained significant ground. Institutional flows have returned. ETH is recovering. Solana is seeing particularly strong stablecoin growth.

My Snurps form is approved for Phase 2 (WL) by @letsCatapult nitter.cf/letsCatapult/status/21…

Good morning @quipnetwork family ☕️ Reveal is tomorrow. 🦋 If you haven't set up your Quip wallet yet, now's the time you'll need it to reveal, and it's the same wallet adding post-quantum protection to whatever you deposit. Normal creation fee is waived through Sunday, so it's gas only. Get it done before reveal day: account.quip.network Not ready yet. Wallet's set, waiting on the drop.

Coffee time with @mdv_btc ☕️ Another detail I’ve been digging into with @mdv_btc: Every transfer leaves a permanent crater on your ACCRETION world. So the history of a piece isn’t hidden it becomes part of the world itself. The more a world moves between wallets, the more visible its journey becomes. I like the idea of ownership history becoming something you can actually see inside the NFT. Would you prefer a clean world with minimal transfers, or a world full of craters showing a long history? 👀

Good evening @axisrobotics fam ☕️ Tonight we speak about : Model-side proof (alternate: Manycore / Feagine) For teams building LLMs, world models, or VLA models, standing up a full simulation data pipeline in-house is a massive time sink most don't need to take on. Axis packages that as three tiers of depth:
→ Lightweight: take delivery of ready trajectory data
→ Structured: curated task bundles built for your model
→ Deep: joint model development and co-training as partners Manycore Tech (Hangzhou) is a good example of the deep tier they bring 3D-ready assets and foundation/world model work, Axis brings the simulation environment and structured trajectory data. Two different companies, one combined training pipeline. Join us : s.kaito.ai/cx8NUYy

Good night quantum believers 🥃 Here's the quantum research angle that reframes everything about why @quipnetwork 's proof of useful work matters at a deeper level than most people discuss. The P versus NP problem. It's been called the most important unsolved problem in mathematics. The Clay Mathematics Institute has a $1 million prize for solving it. Here's why it matters for everything @quipnetwork is building. P problems: solvable AND verifiable quickly by classical computers. NP problems: verifiable quickly but potentially impossible to solve quickly. Most of the hard optimization problems @quipnetwork 's network solves portfolio selection, logistics routing, molecular interaction are NP problems. Finding the optimal solution requires searching an exponentially large space. Verifying that a given solution is correct takes milliseconds. This asymmetry between solving and verifying is the entire foundation of blockchain security. Mining is hard. Verifying a block is easy. That gap is what makes proof of work function. Here's what quantum computing does to this picture. Quantum hardware doesn't collapse the P vs NP distinction. It doesn't suddenly make NP problems easy in the classical sense. What it does is move the boundary of what's practically solvable making certain NP problems tractable that were previously beyond reach of any realistic classical computation. Grover's algorithm provides quadratic speedup on search problems. Quantum annealing finds near-optimal solutions to combinatorial problems faster than classical search. Neither solves P vs NP. Both shift what's achievable on the NP side of the line. For @quipnetwork this means something specific: The problems PoUW routes through the network the QUBO optimization problems sit in exactly the region of NP that quantum hardware moves into tractable territory. Not because quantum breaks the mathematics. Because quantum mechanics provides a physically different search process. The verification remains classical and instant. The solving becomes quantum and superior. That's not a trick. That's the correct application of quantum hardware to the correct class of problem. My honest long view: most people think about quantum computing as raw speed. The research tells a more precise story quantum hardware is specifically advantaged on specific problem classes that sit at the boundary of classical tractability. @quipnetwork built its entire compute architecture around exactly those problems. That's not a coincidence. That's deep technical alignment between the physics of quantum computation and the mechanism design of the network.

Good night Bitcoin traders 🟧 Current price: ~$83.45K 4H structure: Strong recovery → rejection near $87K → consolidation around $83–84K. The chart is actually quite interesting here. BTC made a powerful move from ~$76K to ~$87K, then pulled back and is now trying to build a higher base. Today’s price action is around the lower part of the recent consolidation range. Current market data also has BTC around $83K–84K. ▶️ Key levels Resistance $84.5K–85K → first area BTC needs to reclaim $86K → important short-term resistance $87K–87.5K → recent local high / breakout trigger $90K → major psychological target if $87.5K breaks decisively Support $82K–82.5K → most important immediate support $80K–81K → key structural support $78K–79K → deeper retracement zone The $82K area is particularly important: current market commentary is also identifying roughly $82K as a key retest zone, while a sustained move below $80K would weaken the current recovery structure. 🟢 Bullish scenario If BTC holds $82K–82.5K and reclaims $85K, I would watch the $86K → $87.5K sequence. A clean 4H breakout above ~$87.5K would change the structure significantly for me. Then $90K becomes the obvious next psychological level, with the possibility of a larger continuation if momentum and liquidity return. 🔴 Bearish scenario The first warning would be a decisive 4H close below $82K. That could send BTC toward $80K–81K. If $80K fails, I would expect the market to start questioning whether this entire move from $76K was simply a relief rally, with $78K–79K becoming relevant. Macro is also a near-term risk: rising Treasury yields and oil prices are currently putting pressure on risk assets, while the next PCE inflation reading is due September 30. ▶️ My overall read cautiously bullish above $82K. I don’t think BTC needs to explode immediately. What I want to see is consolidation → higher low → reclaim $85K → attack $87K. For me, $82K is the line in the sand in the short term. Above it, the recovery structure remains alive. Below it, I become much more cautious. And honestly, after the move from $76K to $87K, some consolidation here is healthy. The next real signal for me is whether Bitcoin can turn $85K from resistance into support. Join me in @useTria : Join me on Tria. app.tria.so/?accessCode=HD7E…

Good evening @mdv_btc ☕️ I keep finding another layer to @mdv_btc and ACCRETION. The part that caught my attention today is the Companion system. Each world can collect different creatures, with 9 species to discover, including some seriously unexpected ones. The important part: rolls give you a chance to win a companion, not a guaranteed one. So collecting isn’t just about owning a world it’s also about what you manage to discover inside it. Which companion would you want to find first?

Let’s go @Americanfort_io 🥃 A crypto name that points to one permanent wallet is a public dashboard with a nice label on it. Anyone can resolve it, open the address, and read your balance and payment history. @Americanfort_io does it differently. The FortressName stays readable, but each payment lands on a fresh one-time address that only sender and recipient can derive. Only the recipient can spend from it, and it still settles normally on the native chain. Your name is public. Your money isn't. Would you put your salary history behind a name anyone can look up?