Real World Asset (RWA) Tokenized Treasury & Yield Intelligence

In this week's Crypto Long & Short, Solstice Finance's David Plisek argues that most of the money lost in DeFi this spring wasn't taken by hackers but by yield strategies that quietly stopped working. Looking at April's $13 billion drawdown, he shows that a headline yield number reveals almost nothing about whether it will hold under stress, laying out four questions an allocator should ask before committing capital.

CryptoQuant said large XRP spot orders point to "quiet accumulation" rather than a breakout, while ether’s price below realized value leaves holders underwater and gives it the strongest valuation case among BTC, ETH and XRP.

The tokenized-assets firm is considering an acquisition valued at $250 million to $500 million as consolidation accelerates across crypto infrastructure.

Foundation vision-language models (VLMs) exhibit broad intelligence about the world, yet translating this intelligence into robot control remains challenging. We present Show-Harness, an Embodied Harness that enables VLMs to "play" robots through a compact semantic interface linking intent to action. Show-Harness exposes discrete semantic action units that VLMs can naturally reason over, while embodiment-specific interpreters deterministically ground them into local robot actions, keeping the VLM directly responsible for fine-grained physical decisions. Through the same interface, Show-Harness demonstrates the feasibility of (1) directly unlocking closed-source frontier VLMs for zero-shot robot control, and (2) adapting small-scale open-source VLMs for low-cost deployment with just a few GPU-hours of fine-tuning. We further develop GUMI (GUI Manipulation Interface), which extends the same semantic action space to GUI-based demonstration collection, allowing humans and agents to "play" robots across embodiments without specialized teleoperation hardware. Extensive experiments show that Show-Harness-equipped VLM agents generalize robustly across tasks, embodiments, and environments, outperforming representative agentic and VLA paradigms. These results suggest that the right interface can unlock substantial embodied capability from foundation VLMs, without requiring additional model capacity or costly embodiment-specific pretraining.

Bitcoin is pulling ahead of gold even as both hard assets rally together, driven by fears that governments will inflate away their debt rather than by bond yields.

Treasury yields rose across the U.S. and Europe as investors brace for a hawkish tone

Warsh’s Jackson Hole speech could shape expectations for Fed support of Treasury buybacks, with implications for bitcoin, gold and long-term yields.

Tool-augmented LLM agents must rely on untrusted runtime Observations to complete open-ended tasks; however, when tool outputs no longer merely provide data but begin to specify concrete actions, they effectively become ``commands'' that can drive real-world side effects beyond user intent. We argue that this risk arises from conflating action induction with execution authorization. To address this distinction, we propose SARA, which treats action induction and execution authorization as distinct runtime roles and separates action provenance from execution authority. On the Observation side, a context-isolated Action Probe exposes action-inducing semantics and persistently records action-origin provenance across steps as a review signal; on the execution side, actual tool calls are authorized only against the user objective and audited evidence from authorized successful executions, while satisfying goal, execution-chain, and argument-level support. To preserve this separation across multi-step execution, SARA applies No-History-Promotion to prevent historical recurrence from laundering action origins into execution authority. Across AgentDojo and AgentDyn, SARA limits ASR to no more than \(0.63\%\) across four primary evaluation settings while maintaining competitive task utility, and consistently reduces ASR across additional Agent backbones.

The planned Gelephu Mindfulness City says 3iQ will run part of its bitcoin treasury on a market-neutral basis, a shift from holding the coins as a long-term national asset.

Entity-Relationship Diagrams (ERDs) are central to conceptual database design, yet they are typically available only as rendered images rather than machine-readable schemas, limiting AI-assisted database engineering. We introduce ERUnderstand, the first large-scale benchmark for structured understanding of ER diagrams, comprising 2,960 diagrams collected from curated educational sources, real-world schemas, and synthetically generated examples spanning diverse domains, notations, complexity levels, and Extended Entity-Relationship (EER) constructs. Each diagram is paired with a standardized machine-readable representation for fine-grained evaluation of schema elements. Evaluating state-of-the-art Vision-Language Models (VLMs), we find that while common ERD elements are recovered reliably (F1 > 0.74), performance drops sharply on weak entities (as low as 0.28 F1), multivalued attributes (0.14 F1), and N-ary relationships (0.07 F1). Reasoning-augmented models improve overall performance by 15-25% but remain sensitive to linguistic priors and increasing diagram complexity. ERUnderstand provides a standardized benchmark for evaluating multimodal understanding of conceptual database schemas. The benchmark, dataset, evaluation toolkit, and generation code are publicly available at https://github.com/salinaria/ERUnderstand.

Recent robot foundation models operate with single-step or short-history visuomotor context. We introduce Test-Time-Training Robot Policies (RoboTTT), a robot model and training recipe that scale visuomotor context to 8K timesteps, three orders of magnitude beyond state-of-the-art policies, without growing inference latency. At this context length, we unlock new robot capabilities: one-shot in-context imitation from human video demonstrations, on-the-fly policy improvement, robustness to perturbations, and stronger performance on multi-stage, long-horizon tasks. We also observe, for the first time, steady gains in closed-loop performance as pretraining context length scales. At its core, RoboTTT integrates Test-Time Training into robot foundation models such as Vision-Language-Action policies, yielding a sequence model whose recurrent state consists of fast weights, parameters updated by gradient descent during both training and inference, compressing histories into weight space and retrieving contextual information for long-context conditioning. To scale training context length, the recipe combines sequence action forcing with truncated backpropagation through time. On challenging real-robot manipulation tasks, RoboTTT improves overall performance by 87% over the single-step context baseline and fully completes a five-minute, ten-stage assembly task, which no baseline ever does. RoboTTT trained with 8K-timestep context outperforms the same model pretrained with 1K timesteps by 62%, suggesting context length as a new scaling axis for robot foundation models. Videos are available at https://research.nvidia.com/labs/gear/robottt/

With rising global energy demand and growing awareness of climate change and its impacts, the share of renewable energies in the global energy mix continues to grow. Unlike conventional power generation, the output of renewable energy sources cannot be controlled as consistently due to their dependence on environmental conditions. Therefore, reliable prediction of current and future energy production is essential. In this paper, we report findings from two structured literature reviews on real-world renewable energy prediction tasks: wind turbine power curve modeling and photovoltaic power prediction. For the former, we conducted a comprehensive literature review ourselves, while for the latter, we synthesize the key findings regarding frequently selected input features based on an existing survey. Across both domains, our analysis reveals that despite the large number of available monitoring and environmental variables, only limited or unsystematic methods for feature selection exist. To address this gap, we propose Cluster-based Sequential Feature Selection (CSFS), a novel, model-agnostic, clustering-based wrapper method for automatic, efficient, and reliable feature selection in renewable energy prediction pipelines. To support reproducibility and reuse, we provide an open-source implementation of CSFS on GitHub. We empirically evaluate the proposed approach on both use cases and compare it with established feature selection techniques such as wrapper-based sequential feature selection (SFS), filter-based methods, and Random Forest's embedded feature importance. The results show that the wrapper-based methods overall provide better-performing selections of features. CSFS achieves a predictive performance comparable to SFS while reducing computational cost by an average of 21%.