Engin Erdogan

Product leader & entrepreneur

[Engin Erdogan @erdogan]

Is @bitcoin new money or incentive for giving to massively distributed processing power? Either way, it proposes a new economy: bitcoin.org

[Engin Erdogan @erdogan]

@aliabrar Same. Async it is.

[Engin Erdogan @erdogan]

Very significant development (as long as rogue agents swarms don’t take over the world next week) 🤞

[Cointelegraph @Cointelegraph]

⚡️ JUST IN: Nasdaq-listed Canton Strategic Holdings plans to begin trading tokenized versions of its shares on the Canton Network as early as Nov. 2.

[Yiannis @neperien]

We are experiencing the first step out of the Sandbox environment blockchain industry has been for the last 15 years. Congrats @fairmint @CantonStrategic and all @CantonNetwork crew

https://t.co/AgO8yVTN2W

[Engin Erdogan @erdogan]

@rsms Great idea and will happen if not already there. Just won’t be called a design tool.

[Engin Erdogan @erdogan]

@maxime_bucaille KYA?

[Engin Erdogan @erdogan]

Also, timing is everything. Porsche getting rekd. https://t.co/2NiEG5I2K6

[Porsche @Porsche]

Mission S.

Authentic. Consistent. Timeless.

A glimpse into the future - shaped by our heritage. Mid-engine architecture. A focus on the driver and the driving experience.

Call it a love letter.

[Engin Erdogan @erdogan]

Watching new tesla fly and flip was absurdly beautiful. Pure disbelief as a speculative future just happens like this. Mother of All Demos vibes, but for hardware. And obv signature flare

[Engin Erdogan @erdogan]

Mother of All Demos by Douglas Engelbart in 1968. Kicks off the era of personal computer innovations https://t.co/HAKqF7Y2uw

[Engin Erdogan @erdogan]

Mental hack for Muse. Name it Mark.

It’s twice the joy when Mark does your chores.

Also twice the think when you give Mark access to your email, finances etc. This is Mark after all.

[Engin Erdogan @erdogan]

Big release today 🚅

[Five North @FiveNorthHQ]

[Re]introducing Five North.

Today Five North and Loop become two names with a clear line between them. Five North is the fund and the operator. Loop is real-time asset infrastructure for Canton.

Five North (https://t.co/bviG9YH6ce) runs Canton Super Validator infrastructure, builds the tooling to run it, and puts capital into the teams building on the network.

We help run the network we invest in.

Loop (https://t.co/GJtN3x8ZuY) is the product side, now together as Loop Suite.

Loop Wallet, at https://t.co/krkr7VUjo3.
Lighthouse is now Loop Data, at https://t.co/dgeVtzjX0p.
Loop SDK, alongside them.

Two new sites, built from the ground up. Every product renamed. An SDK release out to integrators ahead of today so nothing breaks on the way through.

Months of work for a day that should feel like nothing happened.

For users it does. Balances, logins and funds are unchanged, https://t.co/iUzfmj0fzt keeps working, and moving across is opt-in and starts inside your wallet.

Wallet questions: https://t.co/RbvOJlPq9B

[Engin Erdogan @erdogan]

First big baby step in Five North 👏

[Five North @FiveNorthHQ]

Lighthouse API paid plans are now live!

Simply log in with your Loop wallet, confirm your plan in Lighthouse, and check out with Stripe.
Free tier continues, you'll need to generate a Free plan API key to keep using it. There are 4 more tiers for teams that need more volume or more API keys.

Action needed by September 15, 2026 from current API users: pick your plan to keep your integration running without interruption.

If you already use API keys, you will be defaulted to Free Plan. Your existing API keys will keep working when you upgrade to paid plans, only your limits change.

After September 15, rate limiting will apply.

📌 Pick your plan: https://t.co/mE0ewGtYxj

📌 More details, a step by step walkthrough and contact: https://t.co/tggrCCQgLs

📝 If you have any questions, reach us at [email protected]

[Engin Erdogan @erdogan]

@TrenchWeb3 @MintedCredit Congrats Luis!

[Nick Neuman @Nneuman]

You just can’t ask people to roll dice to be secure with their self custody. It’s a non starter for 99% of people. If you’re recommending this, you are incredibly disconnected from real people using bitcoin and are going to scare people off (or to the ETF)

[Yiannis @neperien]

Love this work from @PalladiumLabs
Dense and easy to read from anyone who wants to get a good view on the ecosystem of @CantonNetwork

[Yiannis @neperien]

Thanks for the shoutout!
https://t.co/0tQNX5wZUa is the entry to the development of native DAML.

[Engin Erdogan @erdogan]

“So it’s essentially a product launch”

lol

[Arnaud Bertrand @RnaudBertrand]

After reflection, this new narrative by Palantir is probably much more consequential than people may assume.

Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now:

1) that AI labs will be able to extract significant economic rent - as opposed to AI models being mere commodities

2) that other countries can accept structural dependency on US technology and services without pushing back on sovereignty concerns

Why are Palantir specifically starting to be vocal about this?

First off, major middle-powers, even US “allies”, are one by one showing them the door. In June, France announced that the DGSI - its domestic intelligence agency, which had relied on Palantir since the 2015 Paris attacks - would replace it with French firm ChapsVision, with Prime Minister Lecornu explaining (https://t.co/SLhEGprBZC) that France “cannot accept new strategic dependencies in the digital sphere” and shouldn't depend on the goodwill of companies “capable of turning off the tap.”

Germany moved even earlier: its domestic intelligence service, the BfV, also selected ChapsVision over Palantir (https://t.co/pDZVj4SYUY), and the German military has said it will no longer use Palantir at all. Then, just this week, Spain instructed state-controlled companies - including strategic firms like Telefónica, Indra and Navantia - to avoid signing any new contracts with Palantir (https://t.co/0ik4UAFrT7).

Even in the UK, Washington's most loyal vassal, the NHS's £330 million data contract with Palantir is under review following parliamentary pressure (https://t.co/uJl6g4BMsW), and London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police.

Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk.

I doubt it will work - because it's true: they are a sovereignty risk - but the fact that they feel the need to be vocal around this tells you where the wind is blowing: they're not shaping the narrative, they're reacting to one they're losing.

What they're saying against closed-source AI (basically a broadside attack on OpenAI and Anthropic), is again highly self-serving. Palantir's sudden love of open-weight AI models conveniently coincides with them launching 2 days before a partnership with Nvidia to sell exactly that: open models models (NVIDIA's Nemotron) in sovereign environments.

So it's essentially a product launch.

It doesn't make what they're saying wrong: it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese open-source AI models for something that's not really better (or just marginally) and on top of that you have zero control over your data, or the models themselves.

When Palantir says that "the architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha," they're right. I'd add that this also means you shouldn't trust Palantir either with that "tribal knowledge"... they obviously left this part out 😉

When you take a step back, these two things have major implications on many other US companies.

SpaceX - which just went public at the largest IPO valuation in history - is one clear example as I describe in my latest article on the new space race with China (https://t.co/JK3ELAyEVO).

If countries like France concluded with Palantir that they couldn't depend on a company “capable of turning off the tap” when it’s merely analyzing their data, what should they conclude about a company that aims to literally control their entire connectivity - at one man's whim, from space?

What percentage of SpaceX's crazy market cap is based on the assumption that foreign governments will not do to Starlink what they're currently doing to Palantir?

And SpaceX - or Palantir - aren't alone: a significant proportion of the top US tech giants, who rose in a world where no one questioned American technological hegemony, now face an environment that's much less conducive to the kind of lock-in their business models - and valuations - depend on.

When you pair this with the fact that it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet - the picture that emerges is of a country that bet its economic future on two things - proprietary AI and captive allies - and is losing both at the same time.

And to compound the problem, it doesn't help that the official narrative of the US government - via the voice of Jacob Helberg, the Under-Secretary of State (https://t.co/Z1rotPl9Ee) - is to be vocally opposed to "AI Sovereignty": essentially telling everyone "you know what, your worst fears are real, our tech companies are really out to undermine your sovereignty."

Read Helberg's post (the one I linked) and put yourself in the shoes of - say - a European or Asian leader and ask yourself how you'd react to being told that building your own AI capabilities is "marching in perfect formation into the past," that your pursuit of sovereignty is really just "synchronized mediocrity," and that your only path to the future runs through American technology.

If it was me in a position of power, I'd read this as a massive wakeup call: when another country's official position is that your sovereignty is a problem, history says you're about to need it.

So yes, it looks like - unexpectedly - Palantir, of all companies, is being quite the canary in the big tech mine. Yes they obviously do this for self-serving and cynical purpose, and yes they're of course also very much part of the problem and not the solution. But it doesn't make them wrong: sometimes it takes a vulture to tell you something is dying.

[Engin Erdogan @erdogan]

Acre has been acquired!

Proud as a cofounder, but all the credit for this milestone goes to @La_Walla_ and team who brought this home. Congratulations to everyone involved.

[Acre.Fi @AcreBTC]

🚨Big news: @hypersurfaceX protocol is acquiring Acre to launch HSBPI, the first on-chain Bitcoin Premium Income Vault powered by real options liquidity on @hyperliquid HyperEVM.

Read more https://t.co/5e5yePorQD

[Engin Erdogan @erdogan]

In an effort reduce crypticness here we go https://t.co/wXHKqVE3EH

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Engin Erdogan @erdogan]

Danger as a product marketing moat 📸

[Matt Hougan @Matt_Hougan]

Impressive from Canton. For years, banks talked about creating private blockchain consortiums. Canton has effectively created a public blockchain consortium by getting most of Wall Street on the Digital Asset balance sheet. Impressive strategy, technology, and execution.