Campbell Blames Gensler's SEC for Crypto Chaos
WLFI vs. Justin Sun. @austincampbell blames Gary Gensler 👀 "Losers here include both political parties. But the reason we're living here right now is because of Gensler's SEC from 2020-2024. I think they should have gotten in front of these problems." https://t.co/nUHhdLDsAG
WLFI's Token Collateral Sparks Valuation Transparency Debate
WLFI vs Justin Sun 👀 @justinsuntron said: "WLFI treats investors like a personal ATM" Given that they're using their own governance token as collateral, how do you value that? @perkinscr97: "The good news is that our markets are transparent. You can watch wallets...
Bitcoin Gains Application Layer with Live cBTC & ctUSD
Bitcoin just got its application layer. 🧱⚡ Thanks to @citrea_xyz for sponsoring Unchained and for expanding what BTC can actually DO: 👉cBTC: trust-minimized BTC on a programmable platform 👉ctUSD: a native Bitcoin stablecoin 👉Bitcoin Capital Markets bringing real utility to the network Mainnet is LIVE....
MicroStrategy's Bitcoin Funding Risks Dilution on Price Drops
"Microstrategy is a capital markets issuance MACHINE. It's a 9th wonder of the world. ... But will they have to sell their common stock? That's dilution. If Bitcoin doesn't keep going up, you'll have to sell at the worst time."...
Buybacks Drive Returns; High Prices Limit Gains
"Apple wouldn't be where it is today if it weren't for those buybacks. Now, stocks go up if your capital allocation is productive. It's the #1 driver of stock price returns. So if you're buying a stock at too high...
Ram Warns AI-Driven Mythos May Spawn Zero‑day Threats
Why Ram is skeptical about the dangers of Mythos: "When they announced Mythos, security stocks went into a tailspin. ... I don't know how many vulnerabilities are waiting to be zero-day exploited by AI." -- @ramahluwalia https://t.co/nUHhdLDsAG
Crypto Timing Matters: Friday Better than Today
Ram on timing purchases of BTC and crypto 😆 "The problem with this podcast is that the day matters. I wouldn't have bought today, but I would have Friday." https://t.co/nUHhdLDsAG
Stay Long Despite Expected Red Days, Says Ram
How Ram is thinking about this market: "The bias should be to get long. I do think you'll see more red days this week, but the bias should be to get long." -- @ramahluwalia https://t.co/8abZjDzJA3
Post‑correction, Targeting Biggest AI Sell‑offs
"The AI apocalypse trade has taken too long here. In the last six weeks, you had a 9% correction in the S&P, so those categories that sold off the most are where I'm focusing." -- @ramahluwalia https://t.co/nUHhdLDsAG
CENTCOM's Strike Forces IRGC to Choose Peace or Retaliation
"They've now seen peace for the last two weeks ... they say, we can build off this, or we can contest and strike back and escalate. This is the best move CENTCOM could have done. The ball is now in...
Circle Could've Frozen Stolen USDC but Didn’t
I asked @Amanda_S_Wick why Circle didn't freeze the stolen USDC. She said: it's not that they can't. It's that they chose not to. They have the tools. They have the mandate. They watched it happen for 6 hours. And they...
Choosing to Exclude Crypto From Your Portfolio
"It's an active decision at this point not to have any sort of crypto in your portfolio." @JSeyff. Short clip — worth the 40 seconds: https://t.co/lwL60I8vWq
Wirehouse Pivots: From Crypto Ban to Market‑lowest Fees
What does it mean when the biggest wirehouse in the US goes from "no crypto ETFs" to "lowest fee on the market" in under a year? I asked @JSeyff. Here's the clip”: https://t.co/WhmDyGc7C9
Build Useful, Desired Products to Secure Regulatory Progress
What I keep coming back to from @DEXintheCityPod this week is @HesterPeirce’s urgency. "Time flies. Build useful stuff, stuff that people want to keep around." That’s the strategy for making regulatory progress stick. @kkirkbos @TuongvyLe12 https://t.co/srw2dBzuXR
North Korea’s $1M Trust‑Building Campaign Reveals Nation‑State Threat
"Fully constructed identities, including employment histories, public facing credentials and professional networks." DPRK spent 6 months building trust with Drift. They met people in person at multiple conferences. They deposited $1 million. This is nation-state-level work — and it’s f*ing...
Morgan Stanley's Low-Fee Bitcoin ETF Signals Industry Pivot
I asked @JSeyff why he tweeted "WOW" in all caps when Morgan Stanley filed for a Bitcoin ETF — and the answer gets at something real about how this industry works. Timestamps: 🚀 0:00 Introduction 💰 2:12 How MSBT performed on day one,...
Skill Files Turn Crypto Novice Into Expert Instantly
"It makes an agent go from IQ 60 about crypto to IQ 140 in one read." @kaiynne on skill files. @austingriffith built https://t.co/KqVGpnWHLj to do exactly that — and explains why every protocol should have one. With @tayvano_ on Uneasy Money https://t.co/W3m5J8UDQx
Balancer V2's Collapse Signals AI-Driven Crypto Future
Balancer V2 ran for five years. Then it got popped for hundreds of millions. @austingriffith says this is what the next phase of AI looks like for crypto. @kaiynne @tayvano_ : https://t.co/omNS5FIXsc
Mythos AI Finds 20 Zero‑days, Poised to Crack Smart Contracts
Anthropic's Mythos model is so powerful they restricted it to 12 partners and a $100M compute budget. It's already found 20 zero-days in legacy software. @kaiynne and @tayvano_ want to know when it finds the first one in a smart contract. New...
Bitcoin Bear Market Likely Much Longer Than Expected
"We are no where near how long a bear market normally lasts" – @JSeyff on Bitcoin https://t.co/wjbmRMR5Fo
Heavy Bitcoin Selling Persists Despite MicroStrategy Buying
"Obviously there's people still selling heavily" – @JSeyff on Bitcoin's price despite buying from MSTR https://t.co/59QFyrn9Vx
MSBT Poised to Hit Billions Within a Year
"I won't be surprised if this thing has billions" – @JSeyff on MSBT performance in a year https://t.co/59QFyrn9Vx
Morgan Stanley Swiftly Embraces Bitcoin ETFs
"They moved quick on Bitcoin ETFs" – @JSeyff on Morgan Stanley opening its door to Bitcoin ETFs https://t.co/59QFyrn9Vx
Morgan Stanley's Crypto ETF Push Is Ongoing, Not One‑Off
"This isn't a one time thing" – @JSeyff on Morgan Stanley's crypto ETF push https://t.co/59QFyrn9Vx
Bitcoin ETF Fees Set to Drop After MSBT Launch
"We could see other people cut fees" – @JSeyff on the Bitcoin ETF fee war after MSBT https://t.co/59QFyrn9Vx
Even 1‑bp Fee Cuts Can Shift Billions in Crypto
"If you have a fee that is 1 basis points lower, it can move flows by the billions on the equity sides of the market. I don't see why that won't be the case on crypto for people who are...
ETH Moves Signal Broader Crypto Market Shifts
What @KavitaGupta19 is paying attention to: "ETH has always been a good middle ground for me. If Bitcoin is moving but not ETH, then I feel like the rest of the crypto market won't. But if ETH does, then I...
Decentralized Yield Poised as Next Institutional Adoption
"I think the next big institutional adoption will be — if we can figure out the banking lobby — decentralized yield." -- @KavitaGupta19 https://t.co/LhTkrf3nsi
Ethereum Stays Steady Despite Google Quantum Attack Report
"Even after the Google report about all the possible quantum attacks on ETH, the price didn't crash." -- @KavitaGupta19 https://t.co/LhTkrf3nsi
ETH Holds Above $800, Defying Sell-Order Patterns
"In the past with ETH specifically, we saw that every time it would move up, there would be a big sell order that we would see. ... I'm happy to see that ETH hasn't gone down to last year's low...
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...
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...