No Signal

Edge Case Spotter

[1kx @1kxnetwork]

35% of US employment is spent creating trust.

Auditors, notaries, attorneys, courts, custodians, compliance officers. Trust-establishing work is the single largest category in the modern economy.

It is also being repriced.

The repricing started in financial infrastructure. Custody costs heading to zero. Cross-border settlement collapsing from days to seconds. Aave hit $44B in custody at peak (late 2025) at zero fixed cost.

It hit AI a second time. The Hong Kong CFO who got on a Zoom call with deepfakes of his CEO and the board, and wired $20M. AWS outages caused by AI agents managing production clusters without human oversight.

AI is the most powerful trust-eroding technology we have built. Trust intermediaries built on human schedules cannot keep up with fraud produced on machine schedules. The cost of creating fakes goes to zero. The value of verified trust goes up exponentially.

And it is opening categories that were not possible before. Permissionless conversion-based advertising. Hallucination-proof knowledge graphs. Programmable insurance.

Eight years of investing. One argument.

Cost of Trust 2.0, our 2026 thesis. Read it: https://t.co/Y0qgmqHN9u

35% stat: "The Cost of Trust: A Pilot Study," SSRN.
Aave peak TVL: DefiLlama.
AWS outages: The Guardian, February 2026.

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[No Signal @0xNoSignal]

@SageWhale you could be trying spanish:

Esta es tu última oportunidad de comprar $HYPE por debajo de $60.

[based16z @based16z]

@lukecannon727 @coinbase that's the power of AI

[No Signal @0xNoSignal]

@TweetsOfSumit Neuer Taschenrechner fürs gymi

[1kx @1kxnetwork]

Crypto has a privacy problem. And the industry is still thinking about it wrong.

Blockchains are completely public: every transaction, every balance, visible to anyone forever. No institution runs its finances like that. But when $1.4B was stolen from Bybit, the only reason any of it got traced was blockchain transparency. Full privacy and that money is gone permanently.

Institutions won't move their finances onchain without it. For institutions evaluating onchain infrastructure, this is still an unsolved problem. It's also the thesis behind 1kx's investments in privacy infrastructure, where we're backing teams building the version institutions can actually adopt.

1kx Partner and cryptographer @_weidai writes in @Forbes on why threat-resistant privacy is the only version worth building:

https://t.co/M8JY2rENgR

[Fren @0xFrenxbtdotxrp]

I'm pretty at ease keeping my money in Hyperliquid knowing that it's completely centralised.

[No Signal @0xNoSignal]

@CavanXy Under what conditions does this fire?

[No Signal @0xNoSignal]

@BTC_Jay705 @RobJames_ no one can dm you

[Marc Andreessen 🇺🇸 @pmarca]

Current status: Retardmaxxing.

[No Signal @0xNoSignal]

@DonAlt @NerdBeeebe Time to long?

[munch.tem @munchPRMR]

I’m going to build a Polymarket bot makes me infinite money based on backtested orderbook data

[CoinMamba @coinmamba]

Can’t fight the Binance Listing..

[hantengri @hantengri]

crypto if cz stayed in jail

[No Signal @0xNoSignal]

@Clemolifts @Henrik_on_HL Yeah but they want to get rid of that now

[No Signal @0xNoSignal]

@TedPillows thats the perps book

[No Signal @0xNoSignal]

@Henrik_on_HL Alman

[No Signal @0xNoSignal]

@CavanXy @24jogabonito @Wild_Randomness @parida weakness confirmed

[No Signal @0xNoSignal]

@CavanXy @24jogabonito @Wild_Randomness @parida not really an aggressive move out the zone so far

[1kx @1kxnetwork]

We @1kxnetwork just released the most extensive report on monetization of the crypto industry to date:
The 1kx Onchain Revenue Report (H1 '25) aggregates verified onchain fee data across 1,200+ protocols - mapping where users pay, how value flows, and which sectors are driving growth👇