For two years the consensus held that physical intelligence could only be learned from real interaction data. Simulation hit a wall: as Sergey Levine argued, stronger models get better at detecting the seams in surrogate data, so the skills that transfer to reality keep shrinking. Real data was the only path, and real data is slow, expensive, and scarce. That framing is breaking, and two things changed at once. World models now learn “what happens next” from internet-scale video, giving robot...

The end of May 2026 GCRx update letter to all investors and the extended family of GCRx friends and supporters.

Dear Pepu Community, It’s time to evolve. Pepe Unchained was never meant to survive by being “just another rollup.” The next phase of Pepu is about finding a real edge, building around it properly, and creating an ecosystem that can sustain itself long term. Today, we’re sharing the updated Pepe Unchained roadmap focused on direction, specialization, infrastructure, and ecosystem growth.Phase 1: Q2 2026 Finding a Sustainable WedgeThe first step is clarity. The blockchain space does not need a...

Revert Lend support for Aerodrome is live again. Concentrated liquidity providers on Base can once more use their Aerodrome positions as collateral to borrow USDC, while continuing to earn AERO rewards.A Quick Word on the RelaunchShortly after our initial launch in January, an exploit affected the newly deployed Aerodrome vault. We paused the vault within hours, and no user funds were impacted; the affected capital was entirely our own. You can read the full details in our post-mortem. Rather...

Social media in its purest form - sharing and connecting with real friends - is incredibly fun. It’s a great example of how technology can bring people closer together. It’s what I grew up with on the internet. Unfortunately, outside of our group chats, there are very few platforms that focus on connecting with people we actually know and care about. Maybe there’s no market for it anymore and we are in a post-social media world. But I don’t think that’s the case. I think there will always be ...

In March, we bid farewell to another one of the earliest DAO innovators: Tally. Their closure marks the end of an era... and the beginning of the next. Today's landscape brings a fresh perspective to what it means to be an "Onchain Organization".

This isn't a story about the little guy getting lucky. It's about what real due diligence actually looks like — and why the investor willing to get their shoes dirty consistently outperforms the one waiting for the deck to be perfect. A $2 billion fund and a $200K investor are doing the same underwriting on a multifamily deal. Same rent roll. Same T12. Same cap rate math. One of them has a team of 12 analysts, two law firms, and a committee that meets on Thursdays. The other closes in three w...