🧵On Privacy 🧵 You may have heard of TornadoCash, Monero, Zcash, Decred, or SecretNetwork. Sounds complex, fringe, and unnecessary. Are they truly private, do we even need privacy anyway?

NEW: Under UK Legislation anyone developing end-to-end encryption is now labelled as a “hostile actor”

Infinex should be valued higher than Plasma

Two dozen Circuit agents achieved internally ✅

Tokens are a lemons market

Since crypto has about 5 usable projects Every good project already has people talking about it And doesn't need to bribe Nigerians with 0 mutual followers to ChatGPT your social media feed

Circle won't even give their own tokenholders anything What makes you think they won't screw over external tokenholders?

The Problem with Slop The two places I spend most of my time, Twitter and code, are increasingly filled with AI-generated rather than human-written content. My instinctual reaction is that this is bad, but a common rebuttal is, “Who cares where it came from, judge the work on

The Problem with Slop The two places I spend most of my time, Twitter and code, are increasingly filled with AI-generated rather than human-written content. My instinctual reaction is that this is bad, but a common rebuttal is, “Who cares where it came from, judge the work on

That said, x402 is somewhat superfluous, you can do payments directly, but x402 eases two bits: (1) the request-response "handshake" of communicating the payment details (2) some optional middleware verification tooling if you don't want to RPC/index the blockchain yourself

Programmers have been manually adding credit cards to API accounts for a while But AI has unstructured emergent discovery of services concrete example: much more common for an AI to want to make 1 call each to 100 services, than it is for a human to do so

The unintuitive bit is that AI thrives under strong structure Cursor beats ChatGPT Coding agents do best on well-known languages and battle-tested frameworks Circuit is the minimum viable structure that still provides tx handling and credential sandboxing for financial agents

@serpinxbt I worked with @shob10_ to compare the 70K InfoFi users from the 7 platforms to their X account location and here were the results:

The agent asymmetry is that today's AI is very good at ingesting data, but very bad at outputting actions Input has MCP or even large context windows Output has only raw text or some tool calls This leads to a proliferation of "research summary" tools, but nothing autonomous

Commonware Library, the new home of @LayerZero_Core's QMDB 🏡 https://t.co/yQvIuwCeXq

The Tempo tech quality and architecture simplicity and buildout speed is the most inspiring thing in crypto this year

Good Products are Opinionated. “Every great founder I’ve seen up close, or even from afar, is highly opinionated and they’re almost dictatorial in how they run things. Also, early-stage teams are opinionated. And the products they build are opinionated. Opinionated means they

PeerDAS in Fusaka is significant because it literally is sharding. Ethereum is coming to consensus on blocks without requiring any single node to see more than a tiny fraction of the data. And this is robust to 51% attacks - it's client-side probabilistic verification, not

College football is a great example of what happens when everything is too instantaneously liquid Same problems apply to crypto tokenization

We are on the cusp of a profound change in the field of mathematics. Vibe proving is here. Aristotle from @HarmonicMath just proved Erdos Problem #124 in @leanprover, all by itself. This problem has been open for nearly 30 years since conjectured in the paper “Complete sequences

- Internet assets more valuable than physical ones - Breakdown of nationstate currency issuance - Coordination structures larger than the corporation - Accelerationism across many hostile initiatives - Power law wealth outcomes - Self sovereignty for a few