Somo Crypto & Ai Reads

The CLARITY Act is close to a Senate floor vote. Tushar Jain frames it as the bill that ends crypto's regulation by enforcement era in the US. What the bill would define: • when a crypto asset is a security or commodity • what sufficiently decentralized means in statute • what qualifies as a protocol • one federal market structure rulebook instead of fifty state regimes • clearer tools for investor protection and enforcement after FTX, Celsius, Terra, Mt. Gox His bigger point is that crypto is becoming market infrastructure, not a side category. AI agents, stablecoins, tokenized assets, settlement rails, and always on markets need programmable financial infrastructure. The country that writes the rules for that layer gets the advantage. The deadline is political. Congress leaves for August recess soon. He says the White House, House, and Senate leadership are mostly aligned, and the missing piece is the vote. The clean framing: GENIUS Act, stablecoin clarity. CLARITY Act, market structure clarity. Together they move crypto from legal gray zone to recognized financial infrastructure. source: https://x.com/tushar_jain/status/2080701950446981586

Robinhood Chain early app map: Pons, SLVR, Index, Morpho, Meridian Predict, LONG, Virtuals, Arcus, Lighter, Karma, Rialto. https://x.com/blocmates/status/2080636581644562724?s=20

Blindspot Check I built this as a red team skill for big decisions: trades, relocation, contracts, hires, cofounders, any move where self deception gets expensive. It scans 95 cognitive biases, names only the few actually driving the decision, and gives the antidote. → https://github.com/soheilmomeniii/blindspot-check

look, I am somewhat of a mathematician myself now several posts blew up last week: Levant dropped a counterexample that nulls the Jacobian conjecture (open since 1939) with Claude Fable 5 while the world cup final was on then Shouqiao ran GPT-5.6 Sol for a few days and took down 6 open Erdős problems published the prompts + proofs + Lean formalizations the workflow doesn’t even need deep math knowledge & couple of more, u def have seen them on the TL most people c “cool, some old math got solved” that’s the wrong read the correct first read is the immediate implications: these problems sit under cryptography, combinatorial constructions, materials models, algorithm design the layer that eventually becomes better encryption, new physical materials, tighter solvers wen the time to crack decades-old open problems drops from years of human grind to a weekend of agent loops, everything downstream just starts arriving way earlier u don’t need to care about the Jacobian map itself (heck I don't even know what it means) v need to appreciate the rate of progress and re-formulate/price our perceived economical models another angle is about AI personal agency: the tools that did this r the same ones sitting in our terminals bottleneck is no longer “can the model reason at this level” it’s “do u know which problems r worth pointing it at, & can u verify the answer is real” taste + verification (evals/llm as a judge) r the ultimate scarce skills now everything else is under industrial-scale assault

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JUST IN: 🇺🇸 US HOUSE OFFICIALLY PASSES BILL TO BAN CONGRESS FROM INSIDER TRADING. ...

finally

JUST IN: 🇺🇸 COINBASE CEO BRIAN ARMSTRONG SAYS THE CRYPTO CLARITY ACT IS "READY FOR A FULL SENATE FLOOR VOTE." ...

A must read. Written by Thiccy which has shaped my mindset a lot. One of the first on CT who warned in late 23/early 24 about how most tokens would trend to zero (most people knew, but he popularized it and was short weak alts) https://www.scimitar.capital/p/the-jackpot-age

JUST IN: 🇺🇸 CRYPTO CLARITY ACT IS NOT PROJECTED TO BE SIGNED INTO LAW THIS YEAR DESPITE PRESIDENT TRUMP MEETING WITH SENATORS TODAY TO HELP ADVANCE THE BILL. ...

Watchlist: $ZEC - strongest large cap $LIT - strongest coin for a while, now consolidating at the highs $JTO - JTX live, potential sell the news $ETHFI - announcement catalyst (late July) $HYPE - CXMT listing catalyst $AERO - Aero launch catalyst $KAITO - are they criming it up? $VVV - relentless bleeding from the equity raise news $UNI $ARB - Robinhood chain activity post launch $PUMP - no unlock dump so far $CASHCAT $ANSEM - recent onchain runners (topped?) $LDO - new AI product catalyst

fuck