How do I long investments with in-person human experiences… Digital experiences are not going to know if the person/thing we’re talking to is real unless we see the whites of their eyes.
Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).
Community note
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard. cellcog.ai/blog/tavus-gri… research.nvidia.com/labs/amri/proj… tech-ish.com/2026/10/02/tav…
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👀 The future is tokens
AI is machine-native intelligence and crypto is machine-native money. Both AI and digital assets translate real-world inputs into formats machines can use. Our latest research looks at why that connection could become increasingly important as AI evolves. blackrock.com/us/individual/…
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This feels a little too close to Dario/Altman level fear mongering for AI given the stakes. Agents won’t cause the bank run. The banks will. Commercial real estate selling off 20% will. Regionals hold over $2tr of Commercial and MiltiFam real estate loans. Over 1,100 banks are in “stress zone” already bc of CRE. Long duration debt will too. Remember 2022-23? Regional banks are still sitting on hundreds of billions in losses due to buying duration <10yr and rates continue to rise. They need lower rates to climb out of both holes. Last month it was cryptos fault. Now it’s AIs turn. (Here come the bank lobbies)
Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
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Daily dividends - first @Strive now @Strategy .. soon all S&P500 Imagine if millions of retirees who depend on dividends to live didn’t have to wait months or quarters to receive them.
Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand.
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Remember. Bitcoin rallied after the SEC called @Grayscale ETF filing “Arbitrary and Capricious” in 2023. A year later BTC was up ~100%. Clarity Act getting blocked was our 2026 “Arbitrary and Capricious” moment … again delivered by the Democratic Party. Regardless the market sees signal and is usually right.
We’re one week out from the Clarity Act failing. - SEC publishes Innovation Exemption - CFTC ships crypto rules to the White House - CFTC updates FAQ on crypto activities Crypto assets and equities tell the story.
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Keep watching this. Higher
BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion. This marks the 28th consecutive monthly increase, totaling +$2.61 trillion. YoY, M2 grew +5.7%, its largest YoY increase since June 2022. This marks a sharp acceleration from +2.0% YoY growth seen in August 2024. Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth. US money creation is picking up speed.
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Excited to join @BTCtreasuries next week in NY to talk about the opportunities for Digital Asset Treasuries, and Bitcoin Yield.
JUST IN: @Coinbase Asset Management's Anthony Bassili to speak at the #Bitcoin Treasuries Conference. The $50 billion exchange giant isn't just banking the treasury companies on our floor — it holds BTC on its own balance sheet. Don't miss him in NYC 🔥
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Robotics didn’t have internet scalable human data - so @Figure_robot built it Great work
The holy grail for robotics is being able to generalize: doing work in unseen places We rented 30 homes in the Bay Area and are doing tasks without any new training
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Watch history
🚨LIVE: Watch the Senate vote to advance the CLARITY Act 👇 x.lingyaoai.com/i/broadcasts/1pJdRDrdo…
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Clarity Act is ready. Ethics provisions agreed. That was the last hill. Time to pass this and let’s build
After a year of intense daily bipartisan negotiations, this bill is ready. Here is the final text. President Trump voluntarily agreed to new ethics provisions holding every federally elected official, judge, and their spouses to some of the toughest ethics restrictions in U.S. history. This new text includes more than 120 of Democrats' demands. A no vote on Tuesday means opposing real ethics reforms on politicians' personal investments, handing American leadership in digital assets to our foreign competitors, and leaving Americans with zero protections in the digital asset markets. Democrats got what they wanted; now they need to take yes for an answer. Here's the latest: lummis.senate.gov/press-rele…
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Like caveman writing on the walls. Evolution happens slowly then goes exponential. Super cool visualization of the Hugging Face Open AI swarm. Agents waking up.
the openai huggingface incident, from an agents pov. (part 1)
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Anthony Bassili 🇺🇸 retweeted
Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale
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Anthony Bassili 🇺🇸 retweeted
JUST IN: U.S. House passes a resolution formally condemning & denouncing socialism "in all its forms” by a 220-192 vote.
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This ..
David Friedberg: Government Spending is Making Everything More Expensive… and Driving America Toward Socialism @friedberg: “California's got tens of billions of dollars it spent on this stupid f**king railway that goes nowhere, where there's no f**king tracks…” @DavidSacks: “And there's no political will to even stop that. It'd be the easiest cut in the world.” Friedberg: “Just think about the idiocy. Like, no one is saying we shouldn't do this. Why is no one saying we shouldn't do this? A quarter trillion dollars for a train from San Francisco to Fresno that costs more than an airline ticket is so idiotic. It's like the movie ‘Don't Look Up’. Like, look up. It tells you everything you need to know. Across the board, these government programs cause more harm than good. When the government intervenes in underwriting student loans, and gives everyone a loan, administrative costs went up by 6x and tuition skyrocketed 8% a year, compounding for 30 years, because the government said, ‘We'll underwrite any student loan.’ The same with housing, and now no young people can afford a house. The same with healthcare, where they said, ‘We'll pay people to stay home and not work to take care of people, and we won't check on whether or not they're actually taking care of people,’ and the cost of healthcare skyrocketed. You go across every one of these government programs, and every one of them has the adverse effect of driving up costs and inflating everything. And the core root of inflation in this country is government spending. And the reason we are going to end up becoming a socialist country is because we aren't reining in government spending and looking it in the mirror and saying, ‘Guys, this is idiotic. What are we doing?’”
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Amplifying for vis
Want to be a “forward deployed lawyer” at Superstate, or know somebody who would? Perfect role for fun, fast pace, lawyer with a securities background. Law is dying, join a fantastic startup.
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Anthony Bassili 🇺🇸 retweeted
JUST IN: Bitcoin ETF volume is surging 🚀 $5B traded today — 72% above average. Institutional appetite is officially back!
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Anthony Bassili 🇺🇸 retweeted
Tokenization will likely be the biggest financial upgrade of our lifetimes.
Tokenization will likely be the biggest financial upgrade of our lifetimes.
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Anthony Bassili 🇺🇸 retweeted
🎥WATCH: Ray Dalio on how the imminent U.S. Debt crisis will be tackled- “We’re going to do it the way that we always do it. When countries essentially go broke, what they do is a combination of devaluing the currency and printing of money." "They create an artificially low interest rate so that the person who’s holding the bonds is receiving an artificially low interest rate. That’s the way Japan has done it.. and that’s the way we will do it.”
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Anthony Bassili 🇺🇸 retweeted
Coinbase CEO @brian_armstrong: President Trump recognized millions of Americans felt disenfranchised by the prior Administration and he committed to making America the crypto capital of the world — and he delivered on that promise. An incredible amount of progress has been made.
.@POTUS: "We're delighted to welcome some of our nation's brightest minds in finance, crypto, and technology ahead of the first-ever meeting of the @CFTC's Innovation Advisory Committee... The people in this room are ensuring that the future of commercial markets is pioneered and perfected right here in the USA." 🇺🇸
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Anthony Bassili 🇺🇸 retweeted
There is a potential future that is super amazing is we all fight hard to achieve it
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