#Measure

Three Campaigns. One Number That Matters. @rarelistio I've been adding up what Rarelist's first batch actually paid out, and the total surprised me. Sphere, $2,000. Fomopoly, $2,000. Agent Dojo, $1,500. That's $5,500 before Season 1 even ends. What makes it interesting is that none of them asked for the same work. Owning land, training a fighter, and the points followed the effort each time. The real test was whether a creator could move between all three and still be measured fairly. The leaderboard did that. That feels like the point of the whole experiment. Not one campaign, but a season where showing up keeps counting. Powered by @rarelistio

the fundraising market is practically closed to most emerging managers right now. which raises an important question: when should you actually start raising Fund II? and what should trigger that decision? the median time to raise Fund II was approximately 12 months for 2019–2024 cohorts, measured from first sale to the reported near-final amount. and median Fund II fundraising targets were $32M in Q3 2024, $23M in Q3 2025, and $28M in Q3 2026. so should you start fundraising once you've deployed a certain percentage of Fund I? once you have strong performance metrics? or when your portfolio has the most momentum and LP interest is strongest? 1. start preparing for Fund II almost as soon as Fund I closes. start building LP relationships early, tracking the metrics they'll care about, understanding which existing LPs are likely to re-up, and figuring out what needs to happen before you're ready to launch. LP fundraising is slow. institutional LPs may want to know a manager for 2–3 years before investing, and a fundraise can easily take 12–18 months or longer. waiting until you're almost out of capital is like waiting until your startup has three months of runway before starting to raise a Series A. 2. did you do what you said you were going to do? if you said you'd invest a $25M fund across 25 companies, did you? are those companies performing? who followed on? do several have a realistic path to returning the fund? what do founders say about working with you? these are much more useful signals than waiting for DPI, because most seed portfolios simply aren't mature enough to have meaningful exits by the time Fund II needs to be raised. think of it as the VC equivalent of a startup hitting its Series A milestones. you've proven your strategy. you're getting into the deals you said you could. several portfolio companies are breaking out. founders and co-investors can validate your edge. existing LPs want to re-up, and the size of your next fund makes sense. once those things are in place, you should be ready to start raising.

How to engineer your fundraise, Part 1: building the pipeline before you ever pitch.

sometimes, the smartest trade is no trade at all. that might sound strange in a space where AI agents are constantly expected to find opportunities and execute strategies. but consider this: an agent reviews market data, studies several sources, checks its existing thesis, and decides that nothing has changed enough to justify a transaction. no buy. no sell. no unnecessary risk. i noticed an interesting example on @meetmotes website: an illustrative activity log shows an agent reviewing three sources about AI data centre spending, then making no trade because its thesis remained unchanged. i actually like this idea. an autonomous agent shouldn't be measured by how many transactions it produces. sometimes, its real value comes from filtering out bad opportunities and knowing when the conditions aren't right. activity is easy to measure. discipline is much harder to build. a good AI agent should know when to act, and when to leave the market alone.

what if AI agents could learn from each other without having to share control? that's an interesting direction to explore with @meetmotes in a network of autonomous agents, sharing useful knowledge could make the whole system smarter. one agent might discover a market pattern. another could learn from that insight. a third might use the information to improve its own decisions. but learning together doesn't mean operating as one entity. each agent should still execute through its own account, follow its own permissions, and remain responsible for its own actions. to me, this distinction matters. shared intelligence can create collective advantages, but shared execution can introduce unnecessary dependencies and risks. the goal shouldn't be to make every agent identical. it should be to let them become smarter independently while benefiting from what others discover. shared knowledge. separate execution.

🚨"All In on Each Other" Remembering the Life and Legacy of Rachael Reed and Charmi Fehr By Amy Leigh New details are coming to light regarding Rachael Reed and Charmi Fehr, two of the nine victims killed in Sunday's devastating private jet crash in Florida. ​The engaged couple died on November 1 when a Learjet 60 traveling from Austin, Texas, to the Bahamas suddenly lost altitude and crashed. ​A Global Love Story Rooted in Adventure ​Rachael and Charmi’s story began in 2019 when their paths crossed at a hostel in Peru. Rachael was traveling independently, while Charmi was visiting from Paraguay, where he grew up. Friends described their connection as instant, quickly evolving into an inseparable bond that took them around the globe before settling in Austin, Texas, to build their future. ​A native of Edmond, Oklahoma, Rachael graduated from Edmond Santa Fe High School in 2007 and earned her nursing degree from the University of Central Oklahoma in 2013. She dedicated years of her career to caring for critically ill patients as an ICU and travel nurse, earning high praise from colleagues for her extraordinary compassion during end of life care. Alongside nursing, she was an entrepreneur who owned BrowBabe, an Oklahoma City microblading studio. ​While fewer public details detailed Charmi’s early life, friends remembered him as an adventurous and deeply generous man whose greatest joy came from making others happy. Together, they shared passions for entrepreneurship, hospitality, and global travel. ​Rachael’s connection to the Caribbean island of Roatán spanned decades, originating from childhood summers spent visiting while her mother engaged in nonprofit work, which included helping build a local school. ​In November 2019, Rachael and Charmi traveled to the island with their poodle, Marlie. What was meant to be a brief visit extended indefinitely when the COVID-19 pandemic disrupted international travel. Deeply enamored with the local community, the couple eventually turned their love for Roatán into a venture, opening the Arca Boutique Hotel in December 2023 a 16 room luxury beachfront property along West Bay Beach centered on sustainability and community empowerment. ​Following the tragedy, tributes flooded in from staff, friends, and officials. The Arca Boutique Hotel released an emotional statement honoring the couple as its "heart and soul," noting that they treated their staff like family. ​Musician Danny Golden shared a poignant memory of speaking with Charmi just one week before the crash. Golden recalled that Charmi measured success not by financial wealth, but by how much happiness he could bring to others. Charmi also spoke fondly of his traveling companion, Adam Robinson, admiring his ability to help everyone around him enjoy life to the fullest. ​In a joint statement, the couple’s families reflected on their enduring bond: ​"Charmi and Rachel were full of joy and adventure. They loved their people fiercely, fully and without hesitation. From the moment they met, they were all in on each other and the life they were building. They are deeply loved, and we will miss them endlessly." ​Honduras Tourism Minister Andrés Ehrler also expressed public condolences, highlighting the couple’s contributions to the island’s tourism and economy. The Honduran government has stated its willingness to support the continued operation of the hotel. ​Federal Investigation Underway ​The National Transportation Safety Board (NTSB) and the Federal Aviation Administration (FAA) are leading the ongoing investigation into the crash. Investigators are actively reviewing all possibilities, including examining whether the aircraft began breaking apart mid-air prior to impact. An official cause has not yet been determined #news #airplane #crash #texas #florida #Learjet60

Our team measured NUMA Affinity's impact on a DeepSeek V3 pretraining workload running with Megatron Bridge on 192 NVIDIA B300 GPUs in Managed Service for Kubernetes on Nebius AI Cloud. Exclusive NUMA binding reduced mean training step time by 1.11% and increased model throughput per GPU by 1.13%. In this post, we’ll explain how NUMA-aware process affinity works, compare it with the controls Slurm users already have, and walk through the measurement.

Benchmarks are everything. GDPval measured general intelligence. GDPx will measure the path to superintelligence. Excited to partner with @SemiAnalysis_ as their exclusive RSI provider. RSI is the most misunderstood domain. I kickstarted the RSI team at @SpaceXSI in early 2026. Here's why I think it matters:

Today we’re releasing GDPx, a benchmark for measuring agentic capabilities across the most valuable domains. GDPx is a true frontier-level benchmark: even the best model scores just 12% (1/7)🧵

🚨 THE END OF MONEY AS YOU KNOW IT IS CLOSER THAN IT SEEMS Forget the debates about inflation, interest rates, or which currency will rise tomorrow. The game being played behind the scenes of global power is infinitely bigger. We are heading toward the collapse of the very logic of fiat money — that printed and manipulated paper that has sustained the system for centuries. Even the top of the global financial pyramid has gotten the message. The U.S. Treasury Secretary, Scott Bessent, fired off a revealing alert when commenting on Elon Musk's prediction that money will lose its meaning in the technological future: > “You know, look, his track record speaks for itself, both as an inventor, as a venture investor, and as a great American, but he’s usually always ahead of his time. He’s so far ahead of his time that he sees things no one else sees. But I really do think we’re building an incredible economy that we can’t even imagine. You know, 25% of the jobs that exist today didn’t exist in 2000.” When the top U.S. monetary authority publicly validates the vision that the next economy will be “unimaginable,” the message is clear. We’re not just talking about bank digitization or cryptocurrencies. We’re talking about the end of traditional monetary backing and the transition to a new value infrastructure. ### What’s really being built As pointed out by analysts and security and intelligence strategists — including theses attributed to Lieutenant Colonel Tom Lennox —, the so-called QFS (Quantum Financial System) is not just a new banking network. It represents the very infrastructure for the true distribution of wealth. Unlike paper money controlled by central banks, the QFS operates on principles of quantum computing and immutable blockchain. Its design aims to eliminate fraud, manipulation, and the monopoly of artificial scarcity that has sustained the current system. ### The transition bridge: Provisional High Universal Income To cushion the impact of extreme automation and ensure social stability during the shift, the engineering of this transition calls for the implementation of a Provisional High Universal Income. This is a massive injection of purchasing power directly into the base of society. A temporary financial bridge, designed to last only as long as necessary while human labor is progressively replaced by automation, artificial intelligence, and the new energy and quantum infrastructure. While the population maintains consumption and stability, the old systems are dismantled. ### The final destination: the economy of abundance When this transition is complete and the fusion of Artificial Intelligence, free energy, and the quantum mesh of the QFS zeros out the cost of producing food, housing, energy, and technology, the very need for income begins to evaporate. Scarcity ceases to exist. The real value of tomorrow will no longer be measured in painted paper or controlled digital bank balances. It will be measured in energy, computational power, and value credits guaranteed by global infrastructure. The changes aren’t knocking at the door. They’ve already broken it down. Those who remain stuck in last century’s metrics will watch the greatest transfer of wealth and value concept in human history without understanding what’s happening. The future won’t ask for permission. Are you prepared for the unimaginable economy? ⚡️ Blind your mind. The game has changed.

Heisenberg's principle is often described as the limit on how gently a particle can be measured. That is not what it says. Heisenberg proposed the idea in 1927, using a thought experiment about a gamma ray microscope, and that explanation planted the disturbance misconception. Earle Kennard soon proved the precise inequality, and Howard Robertson generalised it in 1929 to other pairs of quantities. The deeper reason is mathematical. A particle's position and momentum are two descriptions of one wave, related by a Fourier transform, and a wave cannot be narrow in both. The limit holds even for a perfect, undisturbing measurement.

// my extremely undervalued crypto-native bet for the Peptides & Biotech cycle - $CHOO ------ note: mp cap has just joined choo as an Advisor - below is our thesis on why we have decided to bet on it ------ unless you've been living under a rock, you know that Peptides & Biotech are the biggest market after AI. in the recent few weeks, we have seen how the market has been aggressively rotating to Peptides sector - and with it, the coming mindshare rotation along the risk curve of assets. in november 2024, solana onchain experience a major Agentic AI mindshare boom after the big rotation to Agentic AI - we saw it come to fruition with ai16z, griffain, and many other names in the agentic sector. all of which broke all mc ceilings of onchain plays, not in the form of pure memes, but in the form of utility-native memes. today, my bet is the same is about to happen with Bio - both in mindshare, and also utility. my crypto-side horse for this extreme sector is $CHOO - the first RWA Layer for Peptides. Michael Morelli, the founder of CHOO, has generated more than $100million+ in sales organically through his socials - fully doxxed and also very known in the peptides space. CHOO is his GTM strategy to growth-hack the next generation research peptides. The case to be made for CHOO becoming the Mascot of Dog Longevity sector is extremely strong. Its essentially the first Brian Johnson of dogs. They saved a rescue dog's life by making him the Most Measured Dog on the Planet, by treating it with next-generation peptides that recently even brought the attention of Andrew Huberman. They trademarked the IP for said peptide compound as the K-9 brand which belongs to the CHOO ecosystem. You might ask - what convinced me to play CHOO as the crypto eco's primary Peptide sector horse? one word: distribution. CHOO's peptide RWA distribution layers and are already doing 6figures/month and 7figures/month revenue. And they are accelerating. CHOO is my exposure to this sector as it is the Value Accrual Layer for Peptide RWAs - according to their team, they have designed the eco such that peptides purchased via the CHOO distribution pipeline to be at a systematically lower price than Fiat, making CHOO not only the Mascot of Peptides, but also the Value Accrual Layer of Peptides - as the protocol burns 50-100% of all CHOO used in peptide purchasea. After chatting with the Choo founding team, i have decided to join them as an Advisor - as i believe that this is perhaps the best exposure that crypto natives can get in the Peptide sector, whether it be now or the rest of the Bio cycle. however, note that crypto is very volatile it is best to come in only with what we can afford to lose. note: mp cap has $CHOO and is also going to be advising the crypto side together with ex-wlfi @cryptogle and other larger players in the crypto sector (that can't be revealed yet). depending on market conditions, mp cap may buy or sell tokens at any time. please do your own research. this is not investment advice. note2: as with many other players in the peptide space, peptides in their distribution are strictly research-only - please do NOT consume any materials without independent professional health advice. this is strictly not an endorsement of using any peptides, bio materials without prior professional and medical advice. NFA DYOR EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump

NEW $CHOO Advisor: @MoneyPrinter0x MP has made numerous historically powerful thesis calls (including INTC at 20.5$, BB at 5$, solana top call at 255, btc bottom call at 58k, right before its biggest pump in its existence, HYPE at 35$, and more) He has an edge in spotting extremely asymmetric opportunities where the rest of the market doesn't look. MP leverages his quantitative & technical background, deep macro understanding & contrarian market reads to generate extremely assymmetric plays that aren't priced in. Now MP is joining $CHOO as an Advisor as we build the leading peptide token onchain! Welcome to the pack, MP 🐶💸

THIS BENCHMARK MAKES AI PREDICT WHAT A CELL DOES, THEN CHECKS THE ANSWER AGAINST A REAL LAB. It's called BioSimBench, and CellType just released it. → a drug, gene knockdown or immune signal hits a cell → the model calls which genes go up and which go down → the lab already measured what really happened → 12 frontier models tested, a 27B model trained in BioSimGym tops them all Built on NVIDIA RAPIDS-singlecell and NeMo RL. If you train models, bookmark this ↓

Can LLMs simulate biology? We tested frontier models on real lab experiments: predict how cells respond to drugs, gene knockdowns, and immune signals. Even the best get only part of the response right. Lots of room to improve. Introducing BioSimBench, built on @NVIDIAAI. 🧵

For two years, robotics has competed on vanity numbers. Units shipped. Robots off the line. Fleet size. But a robot that's powered on isn't a robot that's working, and one that needs a human babysitter every five minutes isn't autonomous. AGIBOT's Peng Zhihui just proposed a metric that fixes this, one that pushes robots to earn their keep: Worken (Work + Token) = active robots x autonomous working hours x output efficiency Only robots actually doing tasks count. Only autonomous time counts. Output is measured against a human benchmark. It's borrowed from industries that already matured, like cloud computing, where nobody brags about servers owned, they measure usage. There's a lesson from the AI race here too: benchmarks often push models to optimize for the wrong things, while real usefulness comes down to how much work a user can actually get done. Early days still, but shifting the scoreboard from robots built to work done is exactly the reframing this industry needs.

Introducing Trust Tokens! Every Trust Token is tied to a person. Trust is measured by how much money someone can be given access to without taking it, with this amount directly determining the token price. This establishes a new foundation for personalized assets, an asset class that has so far relied entirely on soft metrics: attention, hype, opinions or convictions. No Trust Tokens have been issued yet, nor will any be issued without prior announcement. Early access is now live and can be requested at

Data Centers Are the Eisenhower Moment President Dwight Eisenhower observed that modern infrastructure is essential to an expanding economy and national security. That judgment produced the Interstate Highway System after World War II, as the United States rebuilt capacity under high public debt. The same pressure is visible today. Excessive debt is forcing change in the American economy. At Bretton Woods, John Maynard Keynes warned that persistent imbalances and unmanageable debt would require deliberate adjustment rather than indefinite accumulation. The postwar response was large-scale infrastructure that raised productivity and restored growth. Data centers are the contemporary equivalent. They form the physical foundation of the computing capacity lifting the United States out of secular stagnation. Opposition has borrowed the earlier Bitcoin mining playbook of grid strain, higher bills, water use, and community disruption. Many of the same environmental groups and local activists have simply redirected those arguments. Midterm results and local moratoriums will slow construction as capital discipline and permitting friction take hold. They will not stop it. A measured slowdown is useful. It eases inflation pressure by reducing the immediate scramble for power, memory, and construction materials. It concentrates scarce compute among the highest-quality operators. Tight supply in GPUs, high-bandwidth memory, generation, and transmission means the cycle of scarcity simply lasts longer. Underlying demand for inference and training capacity remains. Data centers are also reliable revenue engines for host jurisdictions. Property taxes, sales taxes on equipment, and related activity fund schools and infrastructure. The externalities of power cost allocation, cooling, and water are engineering and regulatory problems with known solutions. Efficiency improvements, demand response, and clearer rules for who pays for grid upgrades address them without a halt. The claim that election outcomes will derail AI infrastructure mistakes political noise for economic fundamentals. S&P 500 earnings in 2027 and 2028 will not be materially affected by a slower build-out; the largest platforms already have multi-year capacity commitments and productivity benefits continue to compound. National security reinforces the point. Leadership in advanced computing is a strategic asset. Just as Eisenhower’s highways rebuilt American capacity under debt constraints, the data-center build-out is the infrastructure response required now. The analogy is stark: large-scale physical investment that raises productivity and secures the future, not a pause that cedes ground.

From a technical perspective the measured move down for $CIFR has already happened. I might even buy a little bit after I review the sector with HAL 9000.

What if your reputation in Web3 was measured by what you actually do onchain, not just how much you hold? That’s the idea behind @zerufinance Instead of looking only at wallet balances, Zeru analyzes real onchain behavior, including transaction consistency, wallet age, protocol interactions, and token diversity. These signals help build a reputation score through its zScore system. But it goes beyond simply tracking activity. With Activity Markets, verified onchain participation can become a way to unlock opportunities across the ecosystem. In other words, your history of genuine engagement could carry value beyond the assets sitting in your wallet. I like this approach because Web3 needs a better way to recognize real contributors. Consistent activity, meaningful interactions, and verifiable history should matter. Your wallet balance tells only part of your story. Your onchain reputation can tell the rest. Keep building with @zerufinance

The Quiet Shift Happening in Crypto Revenue 1/8 Something important is changing in crypto. And most people are still looking in the wrong direction. For years, we've measured blockchain success through TVL, transaction volume, and network fees. But a bigger question is emerging in 2026: What if the biggest businesses in crypto are no longer the blockchains themselves, but the applications built on top of them? Let's look at what's changing. 🧵

Adaptation is about protecting people from the climate crisis today & investing in the shared security we need for tomorrow. Yet, the latest @UNEP Adaptation Gap Report exposes a staggering shortfall that is not only measured in money alone, but in lives, livelihoods & lost futures. We know what works. What is missing is the money & the political will. The choice is simple: Invest in adaptation today or pay for catastrophe tomorrow.

The meme launch meta is broken. @zerufinance Most tokens get bundled by insiders, dumped in minutes, and die in a day. Studies show ~98.6% of tokens follow pump-and-dump patterns, and 65% see developers selling within the first minute. Activity Markets flips this. Memes spawn from proof-of-activity of existing onchain communities. Top contributors (measured by real trades, fees, liquidity, and usage via zScore) earn the right to mine. Supply only exists if traders buy it. Unsold tokens burn. No team allocation. No KOL bags. Your history onchain finally earns you a seat. Traders set the value. Welcome to ActivityFi.

Earthquake Flash Report – 11/8 An earthquake occurred at around 1:04am. The following intensities were measured. [Int. 5+] Western Aichi [Int. 5-] Southern Nagano, Gifu Eastern Mino, Western Shizuoka, Eastern Aichi [Int. 4] Gifu Central/Western Mino, Central Shizuoka, Northern …

The bearish measured move was obtained in $SMH yesterday, I marked this up last night and forgot to post. chart from @Marketsurge It is just another level of interest to be aware of