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THE MARKET “DID NOT APPRECIATE” NVIDIA'S INCREDIBLE QUARTER

Jensen Huang recently joked that Nvidia is holding the planet together, citing posts claiming its work is helping the US avoid a recession.

LLAMA5 AVOCADO WILL BE LIT

Llama 5 Avocado will be trained on synthetic data - Microsoft tried this and produced useless models.

MONAD TOKEN SALE ENDS OVERSUBSCRIBED ON COINBASE

Monad's MON public sale on Coinbase, initially feared to be a flop after an early slowdown, closed at roughly $216 million raised in USDC, about 115% of its $187 million target as a last-minute wave of commitments came in. The oversubscribed sale, which offered 7.5% of MON's 100 billion supply, doubles as the first major stress test of Coinbase's new token sale platform. It signals strong retail interest in Monad's high-performance EVM-compatible L1 despite cooler conditions than MegaETH's blockbuster raise.

DNS ATTACK KNOCKS AERODROME AND VELODROME FRONT-ENDS OFFLINE

Base's Aerodrome and Optimism's Velodrome suffered a DNS hijack that redirected users from their primary domains to scam front-ends, forcing both DEXs to push traders toward decentralized mirror links while they work on a fix and emphasize that core smart contracts remain unaffected. The incident, similar to a 2023 domain compromise, demonstrates how centralized DNS remains a key security weak point even for leading DeFi protocols and comes just months before the projects merge into a unified Aero platform.

FANATICS ENTERS PREDICTION MARKETS

Fanatics announced a prediction markets platform launching within weeks through a Crypto.com partnership, with CEO Michael Rubin revealing the news on CNBC but declining to share product details or operational scope. The sports merchandiser holds licenses in 23 US states while acknowledging strong demand in the remaining 27, where regulatory hurdles may limit access. It remains unclear whether the platform will use crypto rails or focus on sports, given Fanatics' deep betting and merchandise roots.

GRAYSCALE XRP AND DOGECOIN ETFS TO DEBUT NOVEMBER 24

Grayscale's XRP and Dogecoin ETFs received SEC approval to begin trading on November 24 on the NYSE. Bloomberg analyst Eric Balchunas projects $11 million day-one DOGE volume and that Chainlink ETF approval will come in the following week. The launches follow Canary Capital's record-setting XRP ETF debut, with $59 million first-day volume and $250 million AUM as November's highest-volume 2025 ETF launch. REX Shares and Osprey Funds already launched a DOGE ETF in September using the 1940 Investment Company Act.

ETHER.FI CASH EMERGES AS LEADING CRYPTO NEOBANK

Ether.fi Cash has become the breakout winner in crypto neobanking by collapsing wallets, yield, and card spending into a single non-custodial Visa product that lets users borrow against staked and restaked assets, earn 5–10%+ DeFi yield, and get 3% cashback while never fully exiting crypto. Backed by Ether.fi's ~$7–11.5 billion restaking ecosystem, Cash has processed over $114 million in spend, paid nearly $5 million in rewards, and reached ~5,500 daily active cards. Metrics like $66,000 annualized spend per active user suggest a strong product–market fit. A “Triple Dip” rewards program that ties together vault deposits, card spend, and bank on-ramps acts as a reflexive growth engine, positioning Ether.fi Cash as the leading non-custodial alternative to fintech-style crypto cards and a blueprint for on-chain neobanking.

STATE OF CRYPTO

Crypto shows strong fundamental signals, including Stripe's Tempo SWIFT/ACH disruption ambitions, Citadel's $200 million Kraken investment, and $35 billion total RWA value, yet "fun crypto" has become compressed as average participants struggle to profit while research analysis fails to translate into trading returns. Public token sales at $1-2.5 billion valuations like Monad and MegaETH don't replicate early-stage venture exposure, creating a disconnect where only majors are recommendable despite DePIN revenues growing 400% year-over-year and monthly application revenue hitting $400 million. Upcoming research priorities include DePIN tokenomics reconciling strong sector growth with poor token performance, DeAI agent infrastructure and agentic payments via x402, Tempo's explicit positioning as a SWIFT alternative rather than a PayPal competitor, and internet capital markets exploring whether launchpad design or founder quality matters more after Believe's struggles versus MetaDAO's success.

BLOB FEES, L2S, AND WHY BLOBS ARE JUST GETTING STARTED

If all Ethereum blobs were sold at the average per-byte rate paid by perp appchain Lighter over the past three days, L1 blob revenue would be about 5x higher (~$52 million per year), highlighting early but growing, relatively price-insensitive demand for data availability. Lighter currently pays 6x more per blob than Base (13x more per byte once normalized for fullness) while spending a smaller share of its L2 revenue on blobs thanks to highly optimized Data availability (DA) and zk state diffs, suggesting that efficient, high-margin L2s could drive blob fees up and force less efficient rollups toward higher costs or alternative DA, with blob revenue becoming “icing on the cake” for ETH.

BITCOIN DOESN'T HOLD CRYPTO HOSTAGE

Ethereum is technically and economically independent of Bitcoin and would continue running its stablecoin rails, DeFi ecosystem, and ETH burn even if Bitcoin vanished. Quantum-computing risks currently spooking Bitcoin are largely Bitcoin-specific, since Ethereum has long hidden public keys behind addresses and plans to adopt quantum-safe signatures. This suggests that in a true Bitcoin failure scenario, ETH would likely inherit Bitcoin's monetary premium as the default money of the internet rather than see “internet money” die altogether.

IRS GREENLIGHTS ETH STAKING FOR ETFS AHEAD OF FUSAKA

New IRS/Treasury “safe harbor” guidance lets crypto ETPs stake ETH without punitive tax treatment, turning ETH ETFs from passive price trackers into yield-bearing products.

ETHEREUM WORLDVIEW: FROM SOV TO DECENTRALIZED AI

TRAVEL-RULE-COMPLIANT STABLECOINS COULD UNLOCK TRADFI BLITZ

Any stablecoin-enabled company not preparing for Travel Rule compliance is already behind.

SAMOURAI WALLET CO-FOUNDER SENTENCED TO 4 YEARS IN PRISON

Bill Hill, the co-founder of Bitcoin mixer Samourai Wallet, was sentenced to 4 years in prison and three years of supervised release.

https://framer.link/TLDR

NEW IPHONE 18 PRO DESIGN WILL REPORTEDLY MAKE TWO KEY CHANGES

Apple is reportedly planning two main design tweaks for next year's iPhone 18 Pro: a smaller Dynamic Island and a more seamless back glass cutout that better blends with the aluminum frame. The overall design will stay similar to the iPhone 17 Pro line, but with refined rear glass, new color options, and possibly a thicker body to fit a larger battery.

INTRODUCING NANO BANANA PRO

Nano Banana Pro (Gemini 3 Pro Image) is a state-of-the-art image generation and editing model that uses Gemini 3's advanced reasoning and real-world knowledge to create studio-quality designs with improved text rendering in multiple languages. The model can generate context-rich visuals, like infographics and diagrams, and maintain consistency across up to 14 input images and five people. It offers advanced professional creative controls. Nano Banana Pro is rolling out globally across Google's products, including the Gemini app, Google Ads, Workspace tools, and developer platforms. All generated images will be embedded with SynthID watermarking for transparency.

META'S NEW IMAGE SEGMENTATION MODELS CAN IDENTIFY OBJECTS AND PEOPLE AND RECONSTRUCT THEM IN 3D

Meta has released SAM 3 and SAM 3D, advanced image segmentation models that detect and track objects via text prompts and reconstruct them in 3D. SAM 3 understands complex descriptions, enabling precise photo and video editing. SAM 3D creates realistic 3D reconstructions of objects and people from 2D images. It has applications in robotics, virtual reality, and creative media.

BUILDING MOMENTUM WITHOUT MEETINGS

Using “micro moments” — short, precise, and complete asynchronous messages — keeps teams moving without waiting for meetings. They work like trail markers, giving just enough clarity for the next step. Meetings waste collective time and kill momentum, while vague async communication creates confusion. Micro moments require effort: focusing on the outcome, choosing the right medium (text, visuals, or video), and ruthlessly editing to include only what's essential. Leaders especially must give direction that's clear but not prescriptive. The payoff is huge - fewer delays, more autonomy, and steady forward progress.

HOW TO SURVIVE CREATIVE BURNOUT

Creative burnout occurs when creative energy is depleted beyond recovery, manifesting through dread, lack of motivation, and depression-like symptoms that require distinguishing from other life issues. Survival involves reaching out to friends and managers for support, using tactics like discipline, taking breaks, laughing, exercising, and traveling to restore energy. Prevention requires changing work environments, diversifying projects, improving workplace relationships, and developing self-awareness about personal needs and what sustains creative motivation.

CREATIVITY IS HUMAN

Graphic design students worry AI will eliminate their field, but human creativity remains essential and irreplaceable by machine intelligence. Historical technological disruptions expanded rather than eliminated creative opportunities, suggesting a similar trajectory for AI. While AI will transform design processes and create new roles, genuine creative vision and individual expression continue to distinguish human designers from algorithmic output.

NO-CODE AI-PARTNER FOR LAUNCHING YOUR IDEAS

Build fully functional websites and web apps by simply chatting with AI.

THE CREATIVE AGENT PLATFORM

Glif lets you implement custom automation, generate content, and explore community-created workflows.

UNLOCK INSIGHTS FROM YOUR VIDEO CONTENT

Transform your videos into searchable knowledge. Transcribe, analyze, and collaborate on video content with powerful AI tools.

HOW&HOW'S CLEVER REBRAND OF MATERIAL PIONEERS EVERBLOOM MAY SURPRISE YOU

The rebrand of Everbloom by How&How avoids eco-clichés and instead positions the company like a luxury materials brand, focusing on tactility, performance, and desirability rather than sustainability messaging. Through a premium aesthetic—woven monogram, elegant typography, sensory textures, and restrained storytelling—the identity communicates confidence and timelessness, proving that leading with product appeal can make the sustainability story more compelling when it follows rather than leads.

HUMAN ENGINEERING

Human engineering focuses on designing systems, tools, and environments so that the right action becomes intuitive and the wrong action becomes difficult. Using principles like spatial compatibility, discoverability, natural mapping, constraints, and clear feedback, it shows that most “human error” is actually design failure, and that by reducing cognitive load and aligning design with human nature, we can dramatically improve performance without requiring more effort, training, or willpower.

NO-STOP SHOP: AUSTRIA'S UX LESSONS ON DESIGNING PROACTIVE GOVERNMENT SERVICES

Austria has achieved a "no-stop shop" model where government services are delivered proactively without citizen action. This success stems from structured inter-ministerial cooperation that embeds user-centered service design within institutional collaboration, ensuring policy goals and citizen experience develop together. The approach is supported by robust digital infrastructure like the Digital Austria Data Exchange platform, which connects over 30 registers and is expected to save businesses and citizens over 150 million euros annually by 2026.

APPLE'S LIQUID GLASS SEEMED LIKE A DISASTER...UNTIL I LOOKED CLOSER

iOS 26 features a sophisticated, multi-layered system that adapts in real time to content and user interactions.

TODAY'S DEVS CAN LEARN FROM THE "FORGOTTEN WISDOM" OF 1980S GAMES, FALLOUT DESIGNER SAYS

Modern developers should learn from 1980s games, which benefited from hardware limitations that forced hyper-efficient code and focused design.

PITCH'S NEW AI TOOLS REMOVE THE BUSYWORK FROM EVERYDAY DECK DESIGN

Pitch has added new AI tools to organize, refine, and polish presentations so creatives can stay on-brand with less effort.

SHADERS

Shaders are small programs that run in parallel, using mathematical calculations and knowledge of x and y coordinates to create high-fidelity graphics. The graphics pipeline consists of vertex shading, rasterization, and fragment shading, each playing a specific role in determining the final color of each pixel. Various APIs like OpenGL, DirectX, Metal, and CUDA facilitate interaction with the GPU for both graphics rendering and general-purpose computing tasks.

TIL: `SATISFIES` IS MY FAVORITE TYPESCRIPT KEYWORD

The `satisfies` keyword in TypeScript acts as a type-safe cast, making sure an assignment is assignable to a provided type while allowing TypeScript to infer a more specific type based on the value. It's different from explicit variable type annotations, as it's best when specific type enforcement and value-based type inference are needed.

ABSOLUTELY EVERYTHING YOU NEED TO KNOW ABOUT ACT() IN REACT TESTS

The `act()` function in React tests makes sure that all state changes and side effects are fully processed before assertions run, preventing tests from checking against outdated state values. While React Testing Library functions like `userEvent` and `findBy...` automatically wrap their operations in `act()`, you'll need to manually use it when testing hooks with state changes, directly calling DOM methods like `button.click()`, or manually dispatching events.

ARE CONSUMERS JUST TECH DEBT TO MICROSOFT?

There's a potential shift in Windows market share among consumer computers. Microsoft's focus has shifted away from consumers towards AI and corporate clients, leading to a lack of excitement around Windows. The rumored affordable MacBook and Valve's Steam Machine are potential disruptors that could attract consumers and gamers away from Windows.

MARKDOWN IS HOLDING YOU BACK

Markdown has limitations for technical content due to its lack of structure and semantic markup. While Markdown is easy to use, its implicit typing and inconsistent flavors make content reuse, machine consumption, and scalability harder. Alternatives like reStructuredText, AsciiDoc, DocBook, and DITA have improved content structure and transformation capabilities.

WHEN EVERYONE'S A DEVELOPER, HOW DO WE PROMOTE THE WEB PLATFORM OVER REACT?

AI code generation tools are undermining web platform adoption by defaulting to React/Next.js solutions, especially as "vibe coders" (non-programmers using AI to create apps) increasingly rely on these tools without understanding native web capabilities. This trend is creating worse web experiences, and some solutions include teaching people to prompt for vanilla web solutions, creating open datasets of framework-free code, and spotlighting projects that use modern web features without heavy frameworks.

SMARTCOMMIT

Smartcommit is an AI-powered CLI tool for creating semantic, Conventional Commits messages. It analyzes staged changes, asks clarifying questions about the code's intent, and then generates a structured commit message.

TRAVELS

Travels is a fast, framework-agnostic undo/redo library that uses JSON patches to store only the differences between states. It is more memory-efficient than traditional snapshot-based systems. Travels uses Mutative for fast immutable updates and integrates with popular frameworks like React, Vue, and Zustand. It has a mutable mode for reactive states, an archive mode for controlling when changes are saved, and a maxHistory option to limit memory usage.

GITLOGUE

Gitlogue is a command-line tool that visually replays Git commit history with animated typing, syntax highlighting, and file tree transitions. It can be used as a screensaver, for educational purposes, presentations, or to create coding demos.

HOW WE PREPARE SHOPIFY FOR BFCM (2025)

Shopify prepared for Black Friday Cyber Monday (BFCM) from March to October by running bimonthly "fire drills" that simulated 150% of the previous year's peak traffic, conducting chaos engineering exercises called "Game Days," and systematically identifying and fixing infrastructure bottlenecks. Its preparation included capacity planning across multiple cloud regions, load testing with its tool, "Genghis," and creating a "Resiliency Matrix" to document vulnerabilities and response procedures.

IS AI CREATING A NEW CODE REVIEW BOTTLENECK FOR SENIOR ENGINEERS?

The increasing use of AI for code generation is creating a bottleneck in code review. Senior engineers are struggling to keep up. While AI can quickly produce code, integrating it with existing systems, ensuring security, and handling edge cases is still challenging.

MUX

Mux is a desktop application for parallel agentic development.

SUNSETTING SUPERMAVEN

Supermaven, acquired a year ago, is being sunsetted with refunds issued and free autocomplete inference provided for existing Neovim and JetBrains users.

MCP APPS: EXTENDING SERVERS WITH INTERACTIVE USER INTERFACES

The MCP Apps Extension is being proposed to standardize interactive user interfaces for MCP servers, allowing them to deliver rich UI experiences to hosts and enabling bidirectional communication.

"GOOD ENGINEERING MANAGEMENT" IS A FAD

Engineering management trends are fleeting fads driven by business realities rather than moral imperatives.

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AI IS REWIRING THE ECONOMY

AI will force us to reconsider commerce, consumerism, and the norms of our economy. It will commoditize knowledge work, destroying consumer purchasing power. Human behavior will shift from consumption to goal-seeking as AI handles routine tasks. New business models will emerge that profit from human flourishing rather than human spending. Consumerism will cease to be the driver of economic growth.

THE PRODUCT-MARKET FIT TREADMILL: WHY EVERY AI COMPANY IS SPRINTING JUST TO STAY IN PLACE

Product-Market Fit (PMF) used to be something companies would hit, maintain, and scale. The core value propositions for AI companies are up for grabs every week, causing them to flat-out sprint but still stay in the same place. PMF is now a subscription that companies have to keep renewing. Stable PMF will become possible again when we move into the value cycle. This will be when real enterprise value is created.