Shah Hafizi

Founder @NOUSAdvisory, GC @LayerZero_Labs, formerly SEC, BlackRock, DE Shaw

[Colin Wu @colinwu]

荣格：

人生中最重要的问题，在某种意义上都是无法解决的，只能被超越。

所谓超越，是指人的意识层次提高了。随着视野变宽，原来那个无法解决的问题失去了紧迫性。

不要把全部精力用来消灭痛苦，而要把更多精力用来扩展自己。

比如：人终究会死；亲人终究会离开；自由与安全如何平衡；爱一个人又想保持独立；追求财富和忙碌焦虑，等等

怎么办？

比如：停止执着于唯一正确答案，接受任何选择都有代价；认识自己的阴影，承认自己的不愿面对的东西；不要只活在单一的身份里；成熟的人能够接受矛盾的存在。

[spor @sporadica]

this is just Mill Valley

[Shah Hafizi @FintechShah]

@jukan05 Every major AI efficiency gain (INT8 quantization, FlashAttention, model distillation) was followed by companies running bigger models and longer contexts, resulting in the consumption of the same or more memory overall.

[硅谷王川 Chuan @Svwang1]

人都想追求无忧无虑，但实际上不可能。

应当追求的是：对潜在风险的信息收集，预判和预防的体系，对风险爆发后的降低损失管理的体系，和在这个过程中持续积累的情绪记忆和情绪耐受力。就是三个方面：‘’预防，降损，耐受‘’。而这三方面都需要长期积累，并没有一劳永逸的解法。

[Tim Siedell @badbanana]

Man was not meant to monitor this many situations.

[Rui Xu @xu545302]

https://t.co/bUFxLL1VCC

[Shah Hafizi @FintechShah]

Crucial context. I encourage everyone to look deeper at how China’s policy framework actively draws forward development and deployment. This pull for demand allows for rapid learning and iteration. Great research @SourishJasti and team.

[Sourish Jasti @SourishJasti]

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet.

To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand.

Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇

[unfolded. @cryptounfolded]

Interactive Brokers unlocks 24/7 funding with $USDC, plans to rollout Ripple and PayPal stablecoins next week

[NOUS Inc. @NOUSAdvisory]

In response to unprecedented load growth driven by AI data center acceleration, the industry is revisiting how large loads are served and costs are allocated.

We’ve just published a piece that breaks down the recent FERC direction on behind-the-meter generation (BTMG), co-locating AI-driven data centers with generation resources, and what this means for grid access, interconnection pathways, and transmission service options.

Read the analysis here: https://t.co/ck6fgBMCXr

For more resources and to see the team’s full capabilities data center and digital infrastructure resource, visit our pages: https://t.co/Cqw5vUJYFI

[NOUS Inc. @NOUSAdvisory]

Public issuers have used digital-asset treasury strategies to raise capital, build on-balance-sheet crypto exposure, and use equity optionality to finance repeat purchases over time.

We’ve published a breakdown of how SPACs, RTOs, and seasoned-issuer pivots function in this context, where dilution and liquidity constraints typically emerge, and how equity premiums respond when the underlying asset declines and financing windows narrow.

Read more here: https://t.co/vZYkkseZ7T

Explore our capital-markets and digital asset advisory work here: https://t.co/u3sTmGdbRG

[NOUS Inc. @NOUSAdvisory]

AI and robotics are entering a new regulatory era in Europe. With the EU AI Act now in effect, a risk-based framework will shape how intelligent systems are built, deployed, and governed across markets.

We break down the core requirements and what they mean for providers and deployers. Read the analysis here: https://t.co/s5uKR6y4mw

For more AI and robotics resources and to see the team’s full capabilities in this evolving space, visit our pages: https://t.co/SRfo2Imje5
https://t.co/fdyREBZdlE

[NOUS Inc. @NOUSAdvisory]

A major milestone for stablecoins in the U.S.: the GENIUS Act replaces uncertainty with a statutory rulebook for payment stablecoins, issuer pathways, reserve and redemption standards, and oversight.

Our breakdown is here: https://t.co/ADdhFldQjT

For more blockchain resources and to see the team’s full capabilities in this space, visit our page https://t.co/moRZjda1Ze

[NOUS Inc. @NOUSAdvisory]

Markets are changing how exposure is built. No expiry. Continuous settlement. Margin instead of delivery. Perpetuals and rolling spot products are reshaping capital efficiency and risk in modern markets.

We’ve just published a deep dive on what this shift means for market structure and U.S. regulation. Read more here: https://t.co/PEbg8bYLbF

Explore our capital-markets and digital asset advisory work here: https://t.co/23W003BNiY
https://t.co/c85aFUj1Q1

[NOUS Inc. @NOUSAdvisory]

The US clearance and settlement system is evolving. Faster cycles. Lower risk. Better capital usage.

We’ve just published a breakdown of these system improvements and what they mean for market structure.

Read more here: https://t.co/RwU7SDyzfO

For more financial services resources and to see the team’s full capabilities in this evolving space, visit our page here: https://t.co/u3sTmGdbRG

[Shah Hafizi @FintechShah]

@lex_node Will respect, you aren’t even describing current equity market structure correctly. When you “buy” a stock, you don’t get a share, you get a claim. Markets run on price feeds, credit, and netting.

[Shah Hafizi @FintechShah]

@psykeeper Love the branding and floral theme!! Fire

[Shah Hafizi @FintechShah]

Near-term, this is the best distribution model for @tether and @circle to expand USDT and grow AUM in the FX markets.

If I were Tether or Circle, I’d be striking distribution deals with @IBKR to share the treasury income for stables held in margin accounts to discourage Stable/USD conversion.

[Shah Hafizi @FintechShah]

Best crypto product release since BitMex gave us perps

https://t.co/G7HjMZlnrf