Ahboyash Reads
@ahboyashreads
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Daily curated alpha

Twitter: https://twitter.com/ahboyash
Research: https://x.com/mementoresearch
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Ahboyash Reads
9.56K subscribers
Ahboyash Reads
https://pineanalytics.substack.com/p/exit-liquidity-machines
Substack
Exit Liquidity Machines
Dissecting Pump.fun Farming
615 views
Ahboyash Reads
https://www.anthropic.com/research/values-wild
Anthropic
Values in the wild: Discovering and analyzing values in real-world language model interactions
An Anthropic research paper testing which values AI models express in the real world
587 views
Ahboyash Reads
Inita Articles

https://parallelresearch.substack.com/p/an-ode-to-initia

https://parallelresearch.substack.com/p/the-dawn-of-a-new-epoch
Substack
An Ode to Initia
The Future is Initia
583 views
Ahboyash Reads
https://twitter.com/emaverick90/status/1914269906188612051
X (formerly Twitter)
Eduardo (@emaverick90) on X
Trading Fees as Protocol Revenue: Has Hyperliquid Just Solved DeFi’s Profitability Problem?
584 views
Ahboyash Reads
https://www.dwarkesh.com/p/questions-about-ai
Dwarkesh
Questions about the Future of AI
Considerations about economics, history, training, deployment, investment, and more
598 views
Ahboyash Reads
https://x.com/initiaFDN/status/1914309728093831407
X (formerly Twitter)
Initia Foundation 🪢 (@initiaFDN) on X
INIT Tokenomics
602 views
Ahboyash Reads
https://www.letta.com/blog/sleep-time-compute
Letta
Sleep-time Compute | Letta
Sleep-time compute is a new way to scale AI capabilities: letting models "think" during downtime. Instead of sitting idle between tasks, AI agents can now use their "sleep" time to process information and form new connections by rewriting their memory state.
654 views
Ahboyash Reads
https://x.com/jamesjho_/status/1914430292959416544

Maple thesis
X (formerly Twitter)
James Ho (@jamesjho_) on X
Maple: On-Chain Credit Powerhouse
664 views
Ahboyash Reads
https://members.delphidigital.io/reports/celestias-roadmap-tia-time-or-is-da-a-commodity#final-thoughts--what-needs-to-happen-for-celestia-and-$tia-to-work-cf3e
Delphi Digital
Celestia's Roadmap: $TIA Time, or is DA a Commodity? - Delphi Digital
Celestia has the tech and the thesis. What it doesn’t have is validation. It needs one breakout rollup, one app with traction and DA needs big enough to matter. That’s what turns the narrative into fees, and fees into value. If crypto is shifting toward a…
722 views
Ahboyash Reads
https://martinfowler.com/articles/deepseek-papers.html

DeepSeek's AI Research: A Simplified Overview

3 main focus area
- Making AI Models More Efficient --> powerful AI models that use less computer memory and cost less to run
- Smart Computer Design --> AI models + computer systems to work together perfectly
- Teaching AI to Reason Better --> help their AI learn to think step-by-step through problems

DeepSeek shows how to build powerful AI systems that
- Are more affordable to run
- Can handle longer documents (up to 128,000 words at once)
- Can work through complex problems with better reasoning
martinfowler.com
The DeepSeek Series: A Technical Overview
An overview of the papers describing the evolution of DeepSeek
742 views
Ahboyash Reads
https://blog.iota.org/rebased-mainnet-upgrade/
IOTA Blog
The IOTA Rebased Mainnet Upgrade
IOTA’s Rebased upgrade launches on 5.5.2025. This guide covers what happens during the upgrade, how to access your assets, and what’s next for IOTA.
699 views
Ahboyash Reads
https://x.com/sandraaleow/status/1914639456445005848?s=12&t=2q9OLMlaobNlHLewOXT4uA
X (formerly Twitter)
Sandra 🌊 (@sandraaleow) on X
Why Regional Mindshare Is the Missing Layer in Crypto GTM
734 views
Ahboyash Reads
https://x.com/davidgan1818/status/1914650608583557234?s=46&t=2q9OLMlaobNlHLewOXT4uA
X (formerly Twitter)
Crypto D (@davidgan1818) on X
Great to have toured robotic companies in Shenzhen, Shanghai, Beijing and Hangzhou with @MechanismCap’s founder and investor @Rewkang.

Some key takeaways 🧵:
719 views
Ahboyash Reads
https://open.substack.com/pub/lstmaximalist/p/the-ray-dalio-theory-on-a-weakening
Substack
The Ray Dalio Theory on a Weakening Dollar, Reserve Currency Changes and the Downfall of Economies Through History
Exploring the inevitable geopolitical and monetary shifts ahead: why current debt dynamics, global currency evolution, and the strategic responses that could turn crisis into opportunity.
719 views
Ahboyash Reads
https://chronicle.castlecapital.vc/p/arbitrum-chains-scaling-on-your-own-terms-53cc2f910c5bce75
The Castle Chronicle
Arbitrum Chains: Scaling on Your Own Terms
697 views
Ahboyash Reads
https://www.youtube.com/watch?v=YKOrPRW8ITs&feature=youtu.be
YouTube
How BGT flows through the system | Proof of Liquidity
This video walks users through understanding where BGT comes from, where it goes, and how it ends up in the hands of users.
680 views
Ahboyash Reads
https://www.onchaintimes.com/a-chat-with-domer-the-1-trader-on-polymarket/
On Chain Times
A Chat With Domer, the #1 Trader on Polymarket
Introduction

Polymarket has emerged as one of the standout success stories in crypto this year, attracting tens of thousands of daily users and generating hundreds of millions in monthly trading volume. As the largest blockchain-powered betting market, it…
687 views
Ahboyash Reads
https://x.com/Taran_ss/status/1914715638247120952
792 views
Ahboyash Reads
https://www.kosmo.com.my/2025/04/22/anwar-cz-bincang-potensi-blockchain-malaysia/#google_vignette

Malaysia prime minister meeting CZ

Msia boleh
Kosmo Digital
Anwar, CZ bincang potensi blockchain Malaysia
Perdana Menteri mengadakan pertemuan dengan Pengasas Binance, CZ untuk membincangkan potensi Malaysia sebagai hab utama
730 views
Ahboyash Reads
https://latentreflections.substack.com/p/latent-reflections-001
Substack
Latent Reflections 001
Memory as Design Space
745 views