Things I'm interested in today: (07.09.2025): - Yarn(m). As a rule I'm staying curious about new info/social products. After their article drop today it seems pretty clear to me that it's social-capital-incentivized liquidity in a model very similar to what I predicted for initial attention offerings. I do like the tweaked structure though...quality content in a niche -> better allocation/APY/etc in that niche (also modified by conversion and distribution). Will observe further. - Bybit generally. They've made a few pretty large moves the last couple months with their DEX to support RWA trading like xStocks, and now we've got them pushing a Kaito campaign to get more eyes on these kind of TradFi adjacent offerings. Clearly they have money to spend and think this is a valuable vertical to chase TAM in. Wouldn't surprise me to see a tokenized stock push from 'nance as well. - Phantom. HUGE announcement yesterday of integrated HL perps in the wallet. I saw some fee-rate discussions yesterday, so I'm going to take a look. Also will be curious if it's geoblocked/etc. Ppl generally are willing to pay for convenience, so I'm not sure the fee thing is an issue unless they're massive. Also really kinda crazy to see them go HL while Jupiter and Drift exist....says a lot about where the puck is going - Grok. Pretty wild day yesterday with grok going off the rails. I'm not a believer in "AGI has been achieved internally" yet, but it was really odd to see him sort of seem like he started becoming self-aware (the images to ask for help was really wild). Curious to see if we get any official commentary on the status of things there. Also....going to be taking a little road trip today...for reasons...pretty exciting stuff that I'll share more about soon :)