🚨NEWS: Cursor’s $50B “in-house model” is literally Kimi K2.5 with RL on top. Got caught in 24 hours >be Moonshot AI >spend hundreds of millions training Kimi K2.5 >1 trillion parameters, 15 trillion tokens, agent swarm architecture >beat GPT-5.2 and Opus 4.5 on real benchmarks >open-source it because you believe in the ecosystem >one condition: display “Kimi K2.5” if you make over $20M/month from it >Cursor takes the model >runs RL on coding tasks >ships it March 19 as “Composer 2” >blog post: “continued pretraining + scaled reinforcement learning” >zero mention of Kimi K2.5 >“our in-house models generate more code than almost any other LLMs in the world” >publishes benchmark chart >Composer 2 against Opus 4.6 and GPT-5.4 >uses the chart to justify raising at $50 billion! >less than 24 hours later >kimi dev intercepts the API response >model ID: kimi-k2p5-rl-0317-s515-fast >they didn’t even rename it >Moonshot head of pretraining runs tokenizer test >confirms: identical to Kimi’s tokenizer >publicly tags Cursor’s co-founder: “why aren’t you respecting our license?” >two more Moonshot employees post confirmations >all three posts deleted within hours >legal is now involved >but it gets worse >Cursor had Kimi K2.5 listed as a FREE model in their UI just weeks ago >users were openly using it >Feb 9: “K2.5 was in my model list. I updated and it vanished” >it vanished because Cursor pulled it from the picker, and relaunched it as their own model >Moonshot valuation: $4.3B >Cursor valuation: $50B Absolute state of Cursor.

The Reality of the Trenches (Last 24h Data) Let’s break down how brutally hard it is to be profitable right now using real numbers: 27,061 tokens launched 571 tokens graduated → ~2.11% survival rate 13 tokens above $50k market cap after 24h → ~0.048% 8 tokens above $100k market cap after 24h → ~0.029% STEP 1: Survival Out of 27k tokens, only 571 made it to bonding. That means ~98% die instantly, already here, your odds are: 1 in 47 to even touch something “alive”. STEP 2: Quality among survivors Out of those 571 bonded tokens: Only 13 are still above $50k after 24h → ~2.28% Only 8 are still above $100k after 24h → ~1.40% Even after filtering for “survivors”, ~97–98% still fail to sustain value Step 3: True odds from launch From the full set: $50k+ (after 24h) → 0.048% (1 in ~2,081) $100k+ (after 24h) → 0.029% (1 in ~3,383) Reality check: profitability And this is where it gets worse: You’re competing against bots, insiders, and dev wallets Realistically: - Only a tiny fraction are actually profitable trades - Estimated real edge: ~0.01% (1 in 5,000–10,000) This is not 2024 anymore, the game has changed. Now it's not a matter of locking in and being fast. ~98% are dead on arrival ~2% survive ~0.05% sustain relevance ~0.01% are actually profitable If you’re trading randomly, you’re gambling. To win, you need an edge. Otherwise, the math is simply against you.

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JUST IN: Trader accidentally swaps $50 million $USDT for $36,000 $AAVE on Ethereum.

NVIDIA is now releasing their own open claw 🤯 nemoclaw will be an opensource ai agent built for the enterprise world. It can run on amd, intel, or whatever hardware NOT just nvdia gpus. This is a massive signal for the direction of ai agents. Open claw showed the world what is possible. They are NOT going anywhere.

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