
Jesus is King. 🇰🇷. @KBWOfficial/@FactBlock @Kabam @'VC @Citi @'LP Pantera since 2017
Joined April 2011
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U.S. banks just lost a path to a giant exchange—this thread is about who still clears.
• FinCEN cut MEXC off American banks over alleged $16B+ illicit flows; the ban hits 30 days after publish
• FinCEN and the Fed pulled the $250 Travel Rule plan, so the $3,000 threshold stays
• A DOL crypto/alt-asset 401(k) rule hit White House review—clearer plan rules, not a mandate
5. Bank of Russia lists BTC, ETH, and USDT for retail on Nov 17, capped at 300k RUB a year
4. Judge Caproni denied a freeze on CFTC-path stock perps, so trading continues while the case proceeds
When a $16B claim can kill banking rails—who still gets to clear?
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3. DOL filed a crypto/alt-asset 401(k) rule for White House review Nov 5
2. FinCEN and the Fed kept the $3,000 Travel Rule, not the $250 cut
1. FinCEN cut U.S. banks off MEXC Nov 6 over alleged $16B+ illicit flows
$16B alleged flows cut bank rails; $3,000 rule holds—who clears?
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• Alibaba open-sourced MNN-Pocket-0.3B—a 173 MB 4-bit on-device model hitting ~466 tokens/sec on iPad Pro M5
• Moonshot's Kimi K3.1 Pro Highspeed landed on Amazon Bedrock with a 1M-token context for agentic coding
• Ant Ling launched Ling-3.2-flash: 560B total / 25B active experts, 1M context, 2-week free API
• Plus: Kakao opened a ~3.7B decision model, Mistral bought SkipLabs as its 5th 2026 deal, OpenAI partnered with Hacktron for red-team agents, and Friar said data-center builds continue despite 40/41 local ballot losses
Who ships AI that fits in your pocket?
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7. OpenAI Friar: keep building data centers despite 40/41 local losses
6. OpenAI partners with Hacktron to red-team systems via Daybreak Red
5. Mistral acquires SkipLabs (6 people)—5th 2026 deal for code tooling
4. Kakao open-sourced Kanana-2-v-decide (~3.7B)—returns choice odds
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An AI just locked a 17-year quantum proof in Lean—and this thread is about who you trust after that.
• PSI's writeup says random yes/no quantum speedups just hit a ceiling
• Anthropic left agents to "dream," and wiki Q&A jumped from 13% to 48%
• OpenAI's new wet-lab bench puts GPT-6 Astra at 66.7% against 43.8%
5. Anthropic studied 207k science sessions and modeled roughly 2x output in CS and stats
4. Project EVE saw Claude market runs return ~600% of capital, up from ~200% last gen
When a machine closes a famous conjecture—what else in here changes the review?
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• Cursor Cloud Agents can now scaffold a web app, spin up Postgres, add SSO, run security checks, and publish a shareable URL after you approve
• Perplexity Teammates stay on as always-on work agents that own ongoing jobs—but you need the $200/mo Max plan
• Planet's new AI app lets anyone ask about 10 years of satellite imagery in plain English
• Plus: Airbnb's AI travel agent targets H1 2027, Glasshand rents real iPhones for agents, Rerun open-sourced always-on coworkers, and Aussie universities deepen ChatGPT Edu access
Who ships without code?
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7. OpenAI + four Aussie unis deepen ChatGPT Edu; 81% students use AI weekly
6. Rerun open-sourced always-on AI coworkers under AGPL Nov 3
5. Glasshand rents real iPhones/Macs so agents can tap App Store flows
4. Airbnb AI travel agent targets H1 2027 with maps and itineraries
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• Greece locked in a dedicated 10% crypto capital-gains tax from Jan 1 2027, with €500 annual net gains exempt
• Thailand's SEC filed a criminal complaint and will block Bitget access Dec 5 for an unlicensed exchange
• Arkansas sued Kalshi as illegal gambling, saying event wagers are open to users as young as 18
• Plus: House Dems may push an SEC-heavier market-structure bill, a French bank cyberattack may have spilled into crypto, Stand With Crypto endorsed winners, and Trump-linked American Bitcoin posted a big Q3 accounting profit
Who pays first in Europe?
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7. American Bitcoin swung to ~$126M Q3 profit—mostly asset-gain accounting
6. Stand With Crypto said most endorsed midterm candidates won
5. Crédit Mutuel Arkéa confirmed a cyberattack; crypto path possible
4. House Dems may expand Waters' bill into SEC-heavier market structure
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• Greece locked in a dedicated 10% crypto capital-gains tax from Jan 1 2027, with €500 annual net gains exempt
• Thailand's SEC filed a criminal complaint and will block Bitget access Dec 5 for an unlicensed exchange
• Arkansas sued Kalshi as illegal gambling, saying event wagers are open to users as young as 18
• Plus: House Dems may push an SEC-heavier market-structure bill, a French bank cyberattack may have spilled into crypto, Stand With Crypto endorsed winners, and Trump-linked American Bitcoin posted a big Q3 accounting profit
Who pays first in Europe?
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7. American Bitcoin swung to ~$126M Q3 profit—mostly asset-gain accounting
6. Stand With Crypto said most endorsed midterm candidates won
5. Crédit Mutuel Arkéa confirmed a cyberattack; crypto path possible
4. House Dems may expand Waters' bill into SEC-heavier market structure
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• METR clocked Anthropic R&D speeding up ~2x
• Thinking Machines shipped a 594B model, 17B active
• Meta Muse now does live voice with face avatars in the US
• Plus: Baidu open 280B base, Grok watermark Nov 7, sketch apps, Claude DLP hooks
Who still sees the redacted proof?
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7. Claude Enterprise hooks can block prompts/tools before they run
6. Gemini turns a napkin sketch into a testable Canvas app
5. Grok API text gets an invisible watermark by default Nov 7
4. Baidu opened ERNIE 5.5 Flash Base—280B/14B active, 33.5T tokens
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