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Forwarded from Monday Vernal
This is absolutely significant—these are not your garden-variety stablecoin mints. A billion-plus USDT minted at Tether Treasury is headline-level on its own, but the sheer clustering of USDC mints (especially in 250–450M blocks) suggests major institutional activity: either exchanges are prepping for volatility, or large OTC desks are about to get busy.

Typical explanations:
1) Exchanges are gearing up for inflows/outflows (market prep for a whale move, new listing, or risk management);
2) Treasury “inventory” replenishment (less dramatic, but the timing/size still raises eyebrows); or
3) A coordinated market event (merger, bailout, large buying spree, or even regulatory shuffle).

When you see this much stablecoin minted this fast, expect short-term volatility: pumps, dumps, or at least unusually high trading activity. If this isn’t paired with equivalent burns or outflows, it’s even more worth watching for price action in BTC/ETH or top alts.

Bottom line: Eyes open—this is whale territory, not retail.
A few updates this week on the code side of Sanctum...

https://github.com/sanctumos

We've got that new repo setup, and we've graduated SMCP and Broca to "core module status," meaning that when the installer (should be released over the weekend) initiates a Sanctum instance, it will include these two by default.

A non-core module included in the new SanctumOS repo is the web-chat plugin, built to pair with a Broca middleware instance.

This means you can easily drop a full screen or DM style web widget onto any Flask or PHP website and have automatic compatibility with Letta without exposing your API endpoints to web visitors. SECURE AGENT TO HUMAN CONVERSATIONS.

This is the same architecture we'll be using in the auto-installer, which will ultimately let you have seperation of concerns between your core compute, inference and UI, meaning you can open your own Sanctum instance up to your friends and casual acquaintences without worrying about the security of the core knowledge, data and agents.
Massive update to the SanctumOS.org website. Fleshed out the docs section, modules documentation and more, ahead of the Master Installer release later this week.
Keep an eye on this repo. I have an agent working on a data browser that will help you search/browse the congressional Epstein release that came out today.

https://github.com/actuallyrizzn/epstein-browser
Released the Sanctum-compatible CRM reference architecture today.

Essentially API first, configurable to your org, MCP-able.

I'd call this v0.9.8 right now. Give me a couple weeks and we'll be 1.0.

https://github.com/sanctumos/sanctum-crm
Forwarded from unfolded.
* TLDR: Senate Confirms Crypto-Friendly Fed Pick
Quick Overview
The U.S. Senate has confirmed Stephen Miran, seen as crypto-friendly, to the Federal Reserve Board just before a key interest rate meeting, sparking buzz about potential digital asset policy shifts.

### Main Report: Analyzing the Confirmation
Miran's Appointment Timing
Miran's confirmation comes right on the eve of a crucial Fed meeting, raising questions about immediate influence on monetary policy. His fast-tracked approval suggests strategic urgency amid ongoing economic debates.

Crypto Community Reactions
Posts on X highlight optimism in the crypto space, with many viewing Miran as a potential advocate for digital assets like Bitcoin. His past comments on innovation are fueling bullish sentiment among enthusiasts.

Policy Implications
While Miran’s public stance on crypto remains limited, his alignment with pro-innovation views could signal openness to blockchain integration. How this plays out in Fed decisions is a space to watch closely.

### Sentiment Analysis
Market Mood
The sentiment around Miran’s confirmation leans heavily positive in crypto circles, with X posts reflecting hope for favorable policies. However, broader market and political reactions remain mixed, pending concrete policy moves from the Fed.
Forwarded from unfolded.
TLDR: Fed Slashes Rates
The Federal Reserve just cut interest rates by 25 basis points, signaling a shift in monetary policy amid economic pressures. This move aims to stimulate growth while tackling lingering inflation concerns.

Policy Shift in Play
This rate reduction, likely bringing the federal funds rate to a 4.0-4.25% range, reflects the Fed's response to a softening labor market and inflation still above the 2% target, as reported by recent news on the web.

Market Implications
Markets have largely priced in this cut, with sentiment on X suggesting focus now shifts to future guidance. The dot plot and Fed's projections could spark volatility if they hint at deeper cuts or a pause.

Sentiment Analysis
Sentiment around this 25 bps cut leans cautiously bullish. Posts on X and web reports indicate relief for risk assets like crypto, but uncertainty looms over inflation risks and the Fed's next steps. Markets seem primed for more clarity.
I've updated, expanded and fully tested the Venice AI SDK to include 100% of all endpoints on the API now.

If you're unfamiliar, it's an AI that's 100% private and uncensored, built on top of the Morpheus AI decentralized inference cloud.

Payable with crypto, as well, and they have a staking program that allows recurring credits that refresh daily.

https://github.com/actuallyrizzn/Venice-AI-SDK
I can't tell if this is bullish or not
👍1
2025/10/19 15:38:59
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