ZKSnarkySnark

I ride the curve in this exponential era.

[Anthony Pompliano 🌪 @APompliano]

This week @jvisserlabs breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails.

We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "Micron moment."

YouTube: https://t.co/pyK0ZZBFsQ
Spotify: https://t.co/f8ZhF0c7dn
Apple: https://t.co/mu3DMcraNG

TIMESTAMPS:
0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto

[ZKSnarkySnark @Dificult1]

No doubt that @opal_dex will be in the conversation soon.

[Raoul Pal @RaoulGMI]

The next crypto cycle won't be driven by humans. It'll be driven by billions of AI agents transacting 24/7.

I sat down with @cryptomanran to explore why this is the first real bull market, and why the convergence of AI and blockchain is the bigger opportunity.

As ever, please enjoy!

[Not A Talker | Opal Exchange @Kees_it_is]

@Opal_dex turns 1 today 🎂🎉

One year of building a Perp DEX where your trades stay private, even from the house. From launch night to @Base Batches, a @Coinbase audit and $50M in daily volume.

Our first year from a bird's eye view, and what is next 🟦 https://t.co/tTpdvYotkl

[Neron @NeronCrypto]

Plus de volume que dydx, avec un mcap de seulement $6M contre $116M pour dydx 👀
Criminally undervalued

[vitalik.eth @VitalikButerin]

Also this thing is done now

https://t.co/1VFk2f0fZx

[vitalik.eth @VitalikButerin]

The cryptographic world computer:

https://t.co/LF2JGU38Rx

My attempt to express in somewhat concise terms the true meaning of basically everything planned to happen to Ethereum starting from the fork after Hegota. It's really not just a blockchain anymore. It's a hybrid architecture that combines together blockchains and modern cryptography, to enable much more powerful properties.

FOCIL, EIP-8288, Lean consensus, state management, formal verification, advanced mempool improvements (including privacy), and the longer-term specter of obfuscation all mentioned.

[Brian Armstrong @brian_armstrong]

Senators pick one of two choices today:

1. vote yes on the CLARITY Act to promote innovation, protect consumers, put new ethics restrictions on elected officials, and create new law enforcement tools to combat illicit finance, or
2. vote no and let other countries lead in building the future of finance

History - and the crypto voter - won’t forget.

[Opal Exchange @opal_dex]

We’re opening up the first spots in the Opal Maker Program.

The first 10 participants get a 25% boost on maker rewards.

If you want in early, dm us or message Clemens_555 on Telegram and secure your spot.

[Clemens Walter @ClemensCrypto]

The crypto prop firm model is one of the most predatory business models I've ever seen.

Firms make a fortune because traders fail challenges, lose accounts, pay again, and get stuck repeating the cycle.

@breakoutprop is one of the few firms I’d actually consider credible, but even they still operate inside the same broken structure: thousands of traders need to lose for the economics to work and for funded traders to get paid.

They need to constantly attract new losers to be able to pay funded accounts. The vast majority fail. If they don't, money dries up fast and payouts can't be sustained. The incentives are totally backwards, no matter what they say with their marketing efforts.

We’re working on a radically different model for Opal:

Real live trading accounts and funded accounts don't trade inside a fake simulated environment. Full transparency. If our traders lose, we lose and we ONLY make money if our traders do.

I think we have a shot at revolutionizing one of the most toxic corners of trading. More to come soon...

If you’re a trader with prop firm experience, DM me.

[Opal Exchange @opal_dex]

Security update & roadmap.

We received the final results from @coinbase’s security review of our codebase.

No critical or high-severity bugs were found, and no issues were identified that put user funds at risk. The review found one medium-severity withdrawal availability edge case, plus several low-level issues, all of which are being addressed.

We’ve now started an independent third-party audit with https://t.co/rJeoZoc6kA.

Once that’s complete, we’ll roll out:

• Points Seasons + Dashboard
• Maker Program
• Opal Vault
• Higher liquidity + trading limits

[ZKSnarkySnark @Dificult1]

@opal_dex 🔥🔥🔥

[Opal Exchange @opal_dex]

Following our recent migration, we’ve received a lot of feedback from larger buyers asking us to reduce the trading fee on the token.

Effective immediately, any wallet with at least $100k in net buys over a 7-day period will receive a full refund of the 5% buy fee.

The fee will be removed entirely post Mainnet launch.

[Opal Exchange @opal_dex]

Our migration is now complete and all holders have been airdropped.

Big thank you to our community for trusting us throughout this process.

[Not A Talker | Opal Exchange @Kees_it_is]

$OPAL airdrop sends TODAY at noon CT.

⏰ 2 deadlines, not 1!

Dispute your snapshot balance before 1 PM UTC (8 AM CT) today, September 3rd. The airdrop itself sends today around noon CT (around 5 PM UTC).

Separately, 23 contract addresses need to send us a Base wallet before we can deliver theirs, full explanation in the images below👇

[Clemens Walter @ClemensCrypto]

Just onboarded a top 10 Hyperliquid trader to @opal_dex.

If you're a perp trader & looking to trade on a DEX that actually values your opinion, please hit me up.

[Not A Talker | Opal Exchange @Kees_it_is]

@Cbb0fe @variational_io When the @coinbase finishes the audit of @opal_dex, and mainnet has been launched, you will be able to trade completely private!

Nobody will be see your open order & positions. Even the House is blind and can't trade against you!

[Clemens Walter @ClemensCrypto]

This has been many months in the making. @base szn has started.

[ZKSnarkySnark @Dificult1]

@opal_dex It begins. 🟦🔥

[Opal Exchange @opal_dex]

The Opal token has launched on Base.

CA: 0x119B63B1605Be3A8ff4543c7F76f7f1f79eECd1f

Base season has started. Big update is dropping next week. Stay tuned.

[ZKSnarkySnark @Dificult1]

@opal_dex @base 🟦🔥