Elroy Cheo

Two years ago, we called Morpho the universal lending network. That label no longer captures where Morpho is, nor our mi

The Morpho Effect: May 2026

I have been building an RSI harness since about late November. It works fantastically well at a number of problems: top 18% in most Kaggle competitions, new techniques for ARC-AGI 2, discovers model optimizations. It mainly lacks creativity. Once we resolve that, RSI is near.

.@SecretaryBurgum on the McMillan Plan for D.C.: "Between the Lincoln Memorial and Arlington Cemetery, at the halfway po

"Most transactions today are human mediated. Machine-initiated payments will dominate."@gordonliao on nanopayments, agen

Tune in for the absurdity of existing global payments in The Boredroom, live next week. https://www.arc.io/theboredroom

Economic activity needs three things: a regulated stablecoin like USDC, a performant blockchain, and developer services

Going live with @Arcium and @arc on @OKX_Ventures

ARC/USDT Smart Money Whales Turned Bearish Long $7.26M to $321K AvgEntry $0.0819, Short $5.91M to $5.60M AvgEntry $0.052

刚着黄仁勋买美股 : 西方世界的“华为” +6G标准 纯正 B 端通信 + AI 基建龙头 核心定位：芬兰巨头，在纽交所和芬兰两地上市，2013年剥离了手机业务，全面转型全球电信基础设施+光通信+AI边缘网络提升和跨空间业务，成为全球三个5G设备商（华为、爱立信、诺基亚）之一 ； 与 $NVDA 的关系： 资本入股：GPU Ventures 投资20亿美金持有NOK 3.05%的股份，位列第四股东 ； 产品供应链合作： 新一代 5G-A/6G AI 基站：全线搭载英伟达 ARC-Pro（Aerial）+Blackwell GPU+Grace CPU； NOK 把自有 anyRAN 通