Regulatory Landscape & Government Interaction - Government regulation is crucial for accelerating robotics development, including autonomous driving and humanoid robotics [1] - The company has been in discussions with regulators at the Congress level, indicating a push for the next level of regulations and funding [2] - The US autonomous trucking regulations are considered among the best, enabling technology development [4] Competition & Commercialization - The technology is on the verge of widespread commercialization, leading to real international competition in robotaxis [3] - The company estimates it is 70% of the way to full commercialization [6] - Continuous driverless commercial operations are anticipated next year [8] Technology & Operation - The company is focused on understanding system failure modes, similar to aircraft engineering, to ensure safety in humanless operation [7] - The company's business logic prioritizes delivering value to the customer by minimizing operating costs [10] - Current truck designs are maintained to allow for occasional driver maneuvers in specific situations [11] Market Impact & Future Outlook - The company's operating cost is under $2 compared to human drivers at 2.26% [14] - Autonomous trucking is expected to mitigate 20% of the driver shortage gap by 2030 [15] - Expansion will be gradual and lane-by-lane, prioritizing safety [16]

RT Milk Road (@MilkRoad)The number of unique monthly wallets sending USDC (a stablecoin) on the Ethereum network has hit an all-time high of 1.6 million.The drivers?- Regulation.The EU's MiCA laws are forcing a massive "flight to quality," moving liquidity from USDT to compliant stables like USDC.- Institutions.Big players (like BlackRock) are using Ethereum mainnet to settle tokenized treasury trades.- Utility.While retail trades on L2s, high-value commercial payments are settling on Layer 1. ...

The EU plans sweeping changes that would grant its markets regulator more powers, but a fight is already looming. https://t.co/81cRHtt7XE ...

Market Innovation - Kalshi is launching tokenized event contracts on Solana, enabling on-chain settlement and DeFi collateral usage for winning tokens [1] - Jupiter is integrated for liquidity routing, enhancing the composability of prediction markets [1] - Prediction markets are evolving into composable primitives, a convergence largely unnoticed [1] Regulatory & Competitive Landscape - Kalshi, valued at $11 billion, gains crypto rails and CFTC protection [1] - This regulatory moat positions Kalshi competitively against Polymarket [1] Funding & Development - $2 million in builder grants are currently unclaimed [1]

kalshi raised $1b at $11b valuation with only $200m weekly volume vs polymarket's $600m at $9b. paying 3.6x premium for cftc approval. fbi raided polymarket founder's apartment november 2024, enforcement coming. kalshi launches solana prediction markets q1 2025 with trust wallet's 60m users. regulated platform captures all us volume when offshore gets shut down ...

🇵🇱 JUST IN: Poland’s President vetoed a strict crypto regulation bill, arguing it threatened citizens’ freedoms and innovation, sparking backlash from top government officials. https://t.co/T3usVVpxvW ...

LATEST: 🇰🇷 South Korean lawmakers have set a Dec. 10 deadline for financial regulators to submit a draft stablecoin bill, warning they will legislate independently if the deadline is missed. https://t.co/B374pMH2vP ...

🇺🇸 POLICY: U.S. FDIC Chief Says First GENIUS Act Regulations Heading for Proposal This Month.@jesseahamilton reports:https://t.co/uL02huOyzd ...

Regulatory Focus - Regulators aim to establish new rules for banks and stablecoins [1] - The goal is to ensure healthy competition between Wall Street, fintechs, and crypto firms [1] Policy Direction - The Fed's top bank cop plans to work on the new rules [1]

JUST IN: 🇺🇸 Federal Reserve Vice Chair Michelle Bowman says bank regulators are working on crypto stablecoin rules. ...