BabyDoge-owned LimeWire is building file sharing for AI agents
@limewire, bought by @BabyDoge (base:0x58ecef26335af7b04a998105a6603b0dc475af33 ) in September, announced the LimeWire MCP Connector today. It is built to let AI agents such as Claude, ChatGPT, and Cursor upload, share, and reuse files in one shared space. It runs on MCP, a standard that plugs AI apps into outside tools, and files are encrypted end to end.
LimeWire’s site lists a free preview but gives no full launch date. Plans can be paid in $LMWR, with a share of each payment burned. The team calls the connector the start of a new roadmap due on Friday, November 13.
mIRC retweeted
On Aero's launch day I watched 10K sAERO earn $22 a day. Today the best pool pays $3.36.
Nothing broke. Everyone just showed up: 898M sAERO is in the pools now.
A dozen pools pay almost the same, and the top spot changes every few hours. Set and forget is over. Moving every 47 hours is what works.
That's what my radar is for: every hour it rescans every pool and shows where to move your stake.
mIRC retweeted
New programmable AI markets incoming:
Compute perps are arriving on Arbitrum One with solar and data center markets to follow via @LoafMarkets
Read more on Loaf’s thesis for AI infrastructure 👇
mIRC retweeted
Tomorrow, we’re spending the morning with @spencer from Orange Cap Games and Moonbirds
Catch us live with @OliverMaroney and @SteveKBark at 11AM EST.
NEAR has nearly matched last quarter’s buybacks with half of Q4 still to go
Revenue from NEAR Intents (@near_intents) has funded about $2.7M in near:native buybacks so far this quarter, against $3.07M for all of Q3, per DefiLlama. The swap product has kept $2.82M of the $8.68M in fees it collected since October 1, with the rest going to solvers and partner apps.
Swap volume on Intents reached $3.76B over the past 30 days, lifting the total since launch to $37.3B. The buybacks began in February and now add up to about $8M. The tokens are bought on the open market and none are burned; @NEARProtocol's February plan places them in a governance-run treasury that can redeploy them for ecosystem growth.
NEAR trades at $3.71, up 4.42% over 24 hours.
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Bitcoin remained the digital asset with the strongest growth outlook in CoinShares' latest fund manager survey, while sentiment toward Ethereum and Solana improved slightly.
Investors also shifted from older altcoins toward tokens including Hyperliquid, Uniswap, Sui, Near, Aave, and Chainlink, according to the survey.
bitcoin:native
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USDC answers to a new EU regulator from tomorrow
The European Banking Authority will start directly supervising @circle’s ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 in the EU on Thursday, November 12. It takes over checks on the stablecoin’s reserves, capital, liquidity, and redemption plans from France’s regulator ACPR, which keeps oversight of governance and conflicts of interest.
The switch follows the EBA’s October 14 decision to label USDC a “significant” e-money token under MiCA, the first of 45 notified tokens to get that tag. It covers only USDC issued by Circle’s French entity, and the EBA will review the label every year.
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Midnight is today’s top gainer among the 100 biggest coins
midnight-3:native , the token of @MidnightNtwrk, trades at $0.04713, up 13.45% over 24 hours, after climbing from a low near $0.041 to a high of $0.0486. Daily volume stands at about $29M, and the market cap is near $780M, which ranks it 84th on CoinGecko.
No other coin in the top 100 has gained more over the past day, with Bitcoin up about 1.7% over the same period. Midnight is the privacy-focused partner chain of @Cardano.
mIRC retweeted
$750 BILLION added to the U.S. stock market in just 5 MINUTES of market open.
S&P500 up +1%
Nasdaq up +1.90%
mIRC retweeted
The Anthropic IPO already has a clear WINNER.
It’s NOT Dario Amodei, despite being its CEO.
It’s NOT the VCs, despite backing it from the start.
It’s NOT Google, despite investing billions into it.
It’s NOT the IPO buyers, despite getting in on day one.
It’s AMAZON, and the way it happened is absolutely INCREDIBLE.
Since 2023, Amazon has been lending Anthropic money through convertible notes.
These are loans that don’t get repaid in cash, BUT in shares at prices locked in years ago.
Those prices? Just $2.09-$5.05 per share, while IPO buyers pay $70-$78 for the very same stock.
In short, Amazon gets Anthropic shares at a 93-97% DISCOUNT to everyone else.
Now, Amazon is still owed $6.2 BILLION in these notes.
At those old prices, that gets Amazon roughly 1.84 billion Anthropic shares.
At that IPO price, that's worth around $129B-$144, up to 23x what Amazon lent.
But Amazon can’t take it all at once, because it’s only allowed to own up to 12% of Anthropic.
So on IPO day, only $579M of the $6.2B will convert into shares on IPO day.
That will give Amazon around 277 million shares worth ~$19B-$22B.
The remaining $5.6B turns into ~1.56 billion more shares, converting every quarter after the listing.
At the $74 midpoint, that's another $116B, about 20x what Amazon lent.
For context, 1.56 billion shares is nearly DOUBLE the 825 million shares Anthropic is selling to the public in the entire IPO.
And the 12% cap? Amazon can waive it anytime, converting everything at once.
But even if it doesn’t, Amazon can SELL its shares once lock-up limits allow.
And since every sale lowers its stake, Amazon could simply convert even MORE.
No matter what, Amazon keeps winning.
Truly incredible.
The BEST bet on Anthropic’s IPO might just be an $AMZN buy.
Amazon’s $18 BILLION strategic investment in Anthropic would be worth nearly $272 BILLION at the expected IPO price.
That’s about 15× its original investment.
Anthropic is also a MAJOR customers of AWS.
It has committed to spending more than $100 Billion on AWS over the next decade to train and run its models.
So Amazon also gets paid to power Claude.
By a modest estimate, Anthropic could raise $60 BILLION before fees from the sale of new shares in its IPO.
Including the private placements, it would have about $213 BILLION in cash and short-term investments, making that AWS commitment easier to fund.
With $AMZN -5% below its record close, the market may be undervaluing its Anthropic stake and future AWS revenue.
mIRC retweeted
1.6M BITCOIN HELD AT A LOSS ABOVE $75K 👀
• BTC bought at $75K-$80K now underwater
• Recovery requires top holders to stop selling
— Bitfinex Alpha.
mIRC retweeted
most protocols fund their lending book by dumping their own token on you. @paboxoxyz is picking the opposite route...
they're launching $OXO on @Moshdottrade v1, and the bundle capital buys around 70% of supply up front.
that inventory goes to 3 ai market-making agents, and neither the team nor the backers can ever withdraw it.
fees get split 50/50:
> 50% goes into Paboxo's lending vault as USDG. protocol-owned, so it never rotates to the next farm
> 50% funds the treasury and ops, so there's no token selling to make payroll
> every $10k in fees adds $5k of lendable cash that stays put
lending markets live or die on whether the capital sticks around. mercenary liquidity leaves the second a better APY shows up somewhere else
mosh lets a protocol turn its own chart into a permanent funding source
i think we'll see a lot more teams copy this playbook.
robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2
mIRC retweeted
BREAKING: Nvdia $NVDA rebounds +6% premarket, ERASING yesterday’s drop from the open as dip buyers step in amid Jensen Huang’s affair controversy.
mIRC retweeted
Bernie is the meme
You might not want to take Bernie too seriously on tech issues.
Readers added context they thought people might want to know
The shared image is a fabricated Washington Post clipping. Bernie Sanders was mayor of Burlington until 1989, first elected to the House in 1990 and never a senator then; no record exists of him calling to ban the Internet.
en.wikipedia.org/wiki/Bernie_Sa…
britannica.com/biography/Bern…