Ahboyash Reads

Ahboyash Reads

@ahboyashreads

Latest developments in emerging techX: https://twitter.com/ahboyash

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Singapore remained one of the world’s wealthiest economies. Average wealth per adult reached US$527,217 (S$683,600)The number of US-dollar millionaires here also grew 2.2 per cent – or 5,240 people – to 244,000https://www.straitstimes.com/business/singapores-us-dollar-millionaires-rise-to-244000-as-global-wealth-hits-record-high-ubs

2 июл. 2026 г.530В Telegram

Venice + Grass Token Structure DebateSummary of CT discussions on GRASS and VVV, two AI projects at the center of the token structure debate1. GRASSa) Debate FOR Grass • An ownerless foundation that owns the IP and network with token as the primary economic unit; recent raises were token-only, and reinvesting revenue in growth (rather than 100% buybacks) is the team's choice for a high-growth business• Reached profitability and now paying network contributors directly in USDC from real revenue, transition from token subsidies to a self-sustaining economy where participants are compensated for creating actual economic value b) Debate AGAINST Grass • "Ownerless foundation” framing may be misleading - centralized decisions control revenue allocation (but can argue that Hyperliquid is the same), and the token lacks protections or value accrual• Paying contributors in USDC diverts real revenue away from token holders with minimal/no buybacks, GRASS has no enforceable claim on cash flows or ownership———2. VVV (Venice)a) Debate FOR VVV • Equity holders are the largest VVV token holders, creating strong alignment, while the token delivers real utility (Pro access, DIEM minting for compute credits) and benefits from revenue-backed buybacks and burns • The dual structure allows equity to handle real-world business (AI lab deals, capital raises), while routing value back to token holders via burnsb) Debate AGAINST VVV • Equity controls governance, cash flows, and all infrastructure while the token only receives discretionary burns and utility perks, repeating the classic failed dual model where token holders have no ownership claim on the business• Even when equity holds tokens, incentives favor equity (they keep the real upside and can treat tokens as junior/exit liquidity), giving the token near-zero terminal value regardless of business success

2 июл. 2026 г.1 780В Telegram

https://memoryanalyst.com/

2 июл. 2026 г.439В Telegram

Physical disc production ending in January 2028 for new games releasing on PlayStation consoleshttps://blog.playstation.com/2026/07/01/physical-disc-production-ending-in-january-2028-for-new-games-releasing-on-playstation-consoles/

2 июл. 2026 г.391В Telegram

The Secret History of Polymarket – Part 1This article explores the origins of Polymarket, suggesting it is a privatized rebranding of the Pentagon's controversial, defunct "Terrorism Futures Market" (the Policy Analysis Market)Backed by prominent tech billionaires, platforms like Polymarket and Kalshi are expanding into mainstream finance and politics while facing growing concerns over market manipulation and insider tradinghttps://unlimitedhangout.com/2026/06/investigative-series/the-secret-history-of-polymarket-part-1/

2 июл. 2026 г.337В Telegram

https://x.com/weaverobotics/status/2072362538671706314?s=12&t=2q9OLMlaobNlHLewOXT4uA

2 июл. 2026 г.311В Telegram

https://www.bloomberg.com/news/articles/2026-07-02/sec-probes-alleged-insider-trades-that-cost-susquehanna-millions

2 июл. 2026 г.310В Telegram

https://www.caixinglobal.com/2026-06-30/ubtech-launches-lifelike-humanoid-robots-in-push-for-consumer-market-102459473.html

2 июл. 2026 г.308В Telegram

Rise of the Cheap Robots - Useful robots for <$10,000 USD will be on the market this yearSeveral startups are introducing capable, general-purpose home and mobile robots priced under $10,000 this year by using wheels instead of legs, relying on remote cloud inference, and sticking to simple, robust hardwarehttps://itcanthink.substack.com/p/rise-of-the-cheap-robots

2 июл. 2026 г.366В Telegram
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Looks like everyone's getting turned on by roboticshttps://uninvitedcapital.substack.com/p/looks-like-everyones-getting-turned

2 июл. 2026 г.410В Telegram

June '26: The Marks Came Back (TVPI). The Cash Didn't (DPI)VC valuations and paper gains (TVPI) have strongly recovered, but actual cash distributions to investors (DPI) remain stagnant due to a choked exit marketConsequently, funds that proactively engineer liquidity through secondary markets and partial exits will hold a distinct advantage when trying to raise capital from increasingly impatient investorshttps://benlakoff.substack.com/p/june-26-the-marks-came-back-tvpi

2 июл. 2026 г.503В Telegram
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Claude Fable 5 is backhttps://support.claude.com/en/articles/15424964-claude-fable-5-promotional-access

1 июл. 2026 г.1 120В Telegram

Robinhood Chain Docs Robinhood Chain is a permissionless, Ethereum-compatible L2 focused on bringing RWAs on-chain, with the goal of enabling global, programmable, and self-custodied financial infrastructure https://docs.robinhood.com/chainEthena partners with Robinhood Crypto to launch Ethena's product suite on Robinhood Chainhttps://twitter.com/ethena/status/2072394889061605529

1 июл. 2026 г.877В Telegram