Middle East Institutions Shift Gold Deposits Into Bitcoin
"We are seeing a lot of fund actions on bitcoin at the very big institutional level in the Middle East, so it's being used for some kind of transaction. ... I wouldn't be surprised if some percentage of gold deposits are being put into bitcoin." -- @KavitaGupta19 https://t.co/I3VPB6qu9F
Crypto Survives Media Doom, Not Switching to AI
"The media was saying that crypto was dead and investors were going to AI. But thank god, it looks like that's not true." -- @KavitaGupta19 https://t.co/LhTkrf3nsi
Polymarket Repeatedly Flagged for Alleged Insider Trading Under Trump
"This is not the first time that Polymarket has been highlight multiple times with the Trump administration this so-called 'insider trading.'" -- @KavitaGupta19 https://t.co/MNByHEHeJZ
Determining the Yield Threshold for On‑Chain Risk
What percent yield do you consider high enough to be worth the risk to go onchain?
Textual Fingerprint Points to Adam as Likely Satoshi
Ngl, I found the NYT story compelling. As someone who has edited a LOT of people over the decades, it is true that random quirks in regards to word choice and how they type, punctuate, capitalize are a sort of...
User Adoption Locks In Crypto Policy Across Administrations
What struck me most from @DEXintheCityPod this week: @HesterPeirce frames the window of opportunity. "The more people are actually using your products and services, the harder it will be for any new administration to change." That reframes what builders should prioritize...
Mythos Launch Could Trigger Ethereum Hack?
"If Mythos comes out, do you think we'll see a hack on Ethereum?" -- @austingriffith 👀 https://t.co/HJ4d0pgTJE
Chatbot Forgetting Mid‑Conversation Highlights Context Limits
"It used to have no memory. I'd be having a great conversation, and all of a sudden, it would be like, 'I don't remember what we were talking about.'" -- @austingriffith https://t.co/n3G8P9BCQy
Anthropic's 89% Uptime Reveals Chaotic DevOps Reality
"One thing I saw that speaks to how chaotic it is at Anthropic was their uptime charts -- it's 89% uptime — and I'm looking for nine 9s. And it's no 9s. Imagine if you're the Anthropic DevOps guy." -- Kain https://t.co/HJ4d0pgTJE
Subscription Subsidizes API, Offering $1k Value for $200
"Despite how expensive the API is, you have to imagine they're making money on this. But the subscription is even more subsidized. If it's a $200 subscription, you get what would be $1,000 through the API." -- Kain https://t.co/HJ4d0pgTJE
Chat Flips to 1800s Despite Tech Talk
"They'll respond to me and suddenly we're in the 1800s, and I'm like, 'Motherfucker, I've only ever asked you about Ethereum, security, DPRK ... WHY ARE WE IN THE 1800s?!'" -- @tayvano_ https://t.co/n3G8P9BCQy
AI Models Excel at Scraping Crypto Knowledge
"Internally, we built this crypto knowledge base. It turns out models are really good at scraping. I wonder where they learned that 🤔" -- Kain https://t.co/n3G8P9BCQy
From Endless Building to $10‑app Strategy
🌠 "Before I wanted to run it all night, but now I know it'll cost me $10 to build one app, so now I'm more strategic." -- Austin "Before it felt abundant." -- Kain https://t.co/HJ4d0pgTJE
OpenClaw Harness on Claude Can Cost $800 Daily
💸 The cost of OpenClaw as a harness on Claude: "I had an $800 day one day" -- @austingriffith https://t.co/n3G8P9BCQy
Iterate Until It Works: Mastering Ethereum Skills
🤖 "That's how ETH skills became a thing. I just did something over and over until it stopped doing the stupid thing." -- Austin Griffith https://t.co/HJ4d0pgTJE
Use a Skill File to Stop Being Lazy
"If you had a skill file that says, 'Don't be lazy,' that would be great." -- @austingriffith https://t.co/n3G8P9BCQy
AI Hallucinations Include Unexpected Lazy Accusations
"There's a handful of things they hallucinate. It's like, 'Why are you so lazy??'" 😂 -- @austingriffith https://t.co/n3G8P9BCQy
Investing in Unaudited Smart Contracts: A Risky Joke
"Tay is going to hate this." -- @austingriffith on putting money into smart contracts that no human has looked at 😂 https://t.co/n3G8P9BCQy
Local ETH Model Not Ready for Investment Yet
Kain: I haven't tried giving a dumb local model ETH skills, but is it fine tuned enough that it can do a good job? "I would't put money in it yet." -- @austingriffith https://t.co/HJ4d0pgTJE
Circle Ignored Freezing Power, Let Funds Slip Away
.@Amanda_S_Wick, a former federal prosecutor, compared Circle's behavior to a bank watching a robbery happen in its lobby and saying "we need a court order." The stolen funds moved for 6 hours during business hours. They had freezing power. They chose not...
Drift Protocol Exploit Remained Undetected for 21 Days
The Drift Protocol exploiter was able to lie in wait for 21 days without triggering any alarms. 🥶 @omeragoldberg explains how 👇 https://t.co/LS7tFfc6AA
Miner Costs Set Bitcoin Valuation Floor, Market Near Support
The framework that matters: @JimFerraioli uses Bitcoin miner costs, not price targets or sentiment, as a floor for valuation. And the market is reaching a key support level, with @Steven_Ehrlich on @bitsandbips https://t.co/YGZJURtIp0
Malware Bypasses 2FA via DPRK Session Token
I found @tayvano_’s explanation of DPRK’s session token technique genuinely unsettling. Your 2FA doesn’t help once the malware is on the device. Uneasy Money: https://t.co/3LBYxJBwbb https://t.co/e4cGWPq2pN
Vote: Aave Chaos vs Morgan Stanley BTC ETF
Which story would you be more interested in hearing about on the pod: 1. Aave/Chaos/$AAVE 2. Morgan Stanley BTC ETF + Charles Schwab/TradFi BTC roundup 3. Other pls comment
Avi Eisenberg Attempted Aave Exploit, Says Omer Goldberg
Avi Eisenberg at one point had his eyes set on exploiting Aave, @omeragoldberg says 👇 https://t.co/qntXoLbTpf
SEC's Future Uncertain After Hester Peirce Departs
🎙️ What the SEC will be like after @HesterPeirce leaves later this year 😢 https://t.co/p1dbQQY3nS
Hester Peirce Asked About Her Proudest SEC Legacy
"What do you think you'll walk away from the SEC proudest of?" -- @TuongvyLe12's question to @HesterPeirce 🎙️ https://t.co/y2gzMC4Sii
Aligned Leadership Sparks Ideal Environment, Prompting Broader Test
"Right now we're in an ideal environment with Chair Selig and Chair Atkins being so closely aligned and having such a close personal and professional relationship, so we're asking, 'What does this look like in a different environment'?" -- Sumeera...
Jurisdictional Clash Between SEC and CFTC Disrupts Markets
"If the SEC says, this is in my jurisdiction, and the CFTC says, no, it's in my jurisdiction, that's really disruptive to the market." -- @HesterPeirce https://t.co/p1dbQQY3nS
Peirce: Tokenized Money Market Yields May Illuminate Stablecoins
Does Cmr. Peirce have an opinion on the stablecoin yield issue? "It's outside of our remit, but there's a lot of interesting stuff happening with tokenized money market funds, and those yields might shed some light on money market funds."...
Court's Action Aligns with Congressional Clarity Act Efforts
"What we're doing is in line with what Congress is trying to do with the Clarity Act. I think what we're doing helps inform that Congressional effort." -- @HesterPeirce https://t.co/p1dbQQY3nS
SEC Crypto Task Force Urges Practitioners to Share Issues
"If there's something you're consistently facing as a practitioner, then reach out to us and make that heard to us. It can be a call or an email." -- Sumeera Younis of the SEC Crypto Task Force https://t.co/p1dbQQY3nS
SEC Signals Upcoming Rulemaking on Tokenized Securities
"You will see rule making coming. ... One of the big areas that's been of interest is tokenization of securities. It's clearly in our remit, so we're thinking about a lot of issues related to that." -- @HesterPeirce https://t.co/p1dbQQY3nS
AI Can Instantly Summarize SEC Roundtable Viewpoints
"After an SEC roundtable, I can ask an AI 'What was KK's main point?' or 'What were the points of two people who had the strongest views on this issue?'" -- Sumeera Younis https://t.co/p1dbQQY3nS
SEC Crypto Task Force Prioritizes Restoring Public Trust
😍 "The SEC Crypto Task Force's main focus [under the Trump administration] has been to rebuild people's trust in the SEC" -- Sumeera Younis of the SEC Crypto Task Force https://t.co/p1dbQQY3nS
SEC Leaders Preview Upcoming Crypto Regulation Framework
SEC Commissioner Hester Peirce and SEC Crypto Task Force Chief on the Upcoming SEC Crypto Rules https://t.co/p1dbQQYBdq
SEC Commissioner Hester Peirce Discusses Crypto Regulation Live
🚨 Happening TODAY at 12PM ET 🚨 DEX in the City goes live with SEC Commissioner Hester Peirce (@HesterPeirce ) & Sumeera Younis They’re joining @kkirkbos, @TuongvyLe12 & Jessi to break down what’s next for crypto, regulation, and innovation ⚖️🚀 Tap in 🎧 https://t.co/G3536Lnjsk
Circle's Judge‑Only Freeze Policy Fails Amid $285M Hack
Circle’s policy: they only freeze funds if a judge orders it. For a $285M hack that just happened, that timeline doesn’t work. @tayvano_ and @kaiynne on why this is the wrong call. Uneasy Money: https://t.co/3LBYxJBwbb https://t.co/Yder2DQH5I
Ethereum's $350B Tokenized Assets Dwarf Rivals, Proving Network Effects
A narrative that’s actually backed by economics: @JimFerraioli says Ethereum has $350B in tokenized assets. The next competitor? $80B. That’s not momentum, that’s network effects. @Steven_Ehrlich on @bitsandbips https://t.co/gK0WvPZkt1
Bitcoin ETFs Surge as AI Power Deals Reshape Mining
In today's @Unchained_pod Daily newsletter: 📈 Spot bitcoin ETFs pulled in $471M in their strongest day since February 📊 Strategy posted a $14.5B unrealized loss, then bought $330M more BTC 🤖 Anthropic's multi-gigawatt AI deal puts bitcoin miners on notice for cheap power ⚖️...
Stripe Emerges as Potential Token Winner Amid Investment Uncertainty
"One of the big winners here is potentially Stripe. There may also be the disconnect of which of these is investable." -- @austincampbell on token fundamentals https://t.co/VNSrIijPwz
L1s Sell Block Space; Value Accrual Remains Uncertain
"What are layer 1s selling? Block space. How does value accrue to each of them? It's not easy to calculate." -- @perkinscr97 "Maybe one L1 has differentiation there." -- @ramahluwalia https://t.co/8bYXWatFF8
Most Tokens Are Junk, Still Hunt for Value
"99% of tokens are slop. But give me more tokens, I don't care. I'll try to find the ones that have value." -- @perkinscr97 https://t.co/VNSrIijPwz
Token Crisis Stems From Over‑Issuance, Await Tuesday’s 8 PM Verdict
The token fundamentals crisis ... is because "there's too much issuance. But everything hinges on where we are after Tuesday night at 8pm." -- @ramahluwalia https://t.co/8bYXWatFF8
Pentagon's $1 Trillion Accounting Gap Fuels War Waste
"The Pentagon hasn't accounted for $1 trillion in spending, and then they ask Congress for more money. We burn 10 years' worth of Tomahawks, and now we need a ceasefire. This is a C-." -- @ramahluwalia https://t.co/8bYXWatFF8
Stablecoins Give IRGC Leverage, Threaten National Security
"Using stablecoins opens up the IRGC to a lot of risks. It gives our national security apparatus a lot of leverage." -- @perkinscr97 https://t.co/8bYXWatFF8
Negligence Fuels Social Engineering Attacks, Accountability Needed
"It's mainly social engineering attacks. ... If you're grossly negligent, you should definitely be held accountable." https://t.co/8bYXWatFF8
Stablecoins Lack Reversibility, yet Can Be Frozen and Seized
"With stablecoins, we may not have reversibility, but we have freeze and seize." -- @perkinscr97 https://t.co/VNSrIijPwz
Crypto's Speed Highlights Need for Traditional Finance Regulation
"If you had 2/5 smart contract setup, you could have taken control at any time. That feels pretty bank-like. ... what crypto is speed-running here is why TradFi regulation exists." -- @austincampbell https://t.co/jfZlSDnB86
China Conducts Espionage without Facing Any Consequences
"China has flagrantly been performing espionage" ... and they haven't been had to pay consequences for it. --@ramahluwalia https://t.co/8bYXWatFF8
