Opacity Labs

American capitalism used to work for everyone — we’re making that true again.

[Opacity Labs @OpacityLabs]

1/ The hype is real.

Opacity has raised $12M led by @archetypevc and @BreyerCap, with support from @a16zcrypto CSX, @FinalityCap, @bodhi_ventures, @NorthIslandVC,@EV3ventures, @ambushcapital and @GD1_VC.

[pablob @thepablob]

@EliBenSasson i've been working on this for years. I call them Software Defined Securities. The design space that exists in the intersection of the hardness of institutions and the hardness of blockchains. s/o to @0x_Osprey who without knowing helped me be able to explain this for the first time, and ofc @EulerLagrange who is going to make it possible 🔜

[Opacity Labs @OpacityLabs]

@EulerLagrange @EliBenSasson https://t.co/vhB8TyRWE6

[pablob @thepablob]

https://t.co/CzzZM4kUNN

[FailsBothProngsLagrange @EulerLagrange]

AI will hit a wall in the back office: Trust

Air France 447 didn't fall because the pilots lacked software. It fell because three iced-over pitot tubes fed the cockpit bad data. The instruments lost contact with reality, and the automation trusted the lies.

The answer was not more automation. It was better sensing: redundant, heated signals the system could trust before it acted.

Without verifiable inputs, finance is just processing fiction at machine speed.

Compliance, KYC, underwriting, market surveillance, credit risk. All still running on PDFs, screenshots, exports, and hand-assembled attestations.

So we layer agents on top:
read the PDF, click the portal, fill the form, route the exception.

It still doesn't know whether the underlying claim is true.

AI makes the cockpit faster. It does not fix the pitot tube.

[FailsBothProngsLagrange @EulerLagrange]

👀

https://t.co/qQSDlzzrjO

[Finality @FinalityCap]

As the producers of Medici LA 26, we want to thank the incredible founders, operators, policymakers, and institutions that helped make our event a great success.

@Moelis @adam_winnick @KamalMokeddem @David_Grid @RepBryanSteil @EleanorTerrett @CryptoAmerica_ @bobbinth @0xMiden @Charlie_Pyle @hourglasshq @KYDLabs @keoneHD @monad @AndrewBenson @HillMarkets @kirillzzy @alienorg @EulerLagrange @OpacityLabs @sreeramkannan @eigencloud

[FailsBothProngsLagrange @EulerLagrange]

Not asleep, just redacting witness data

[Opacity Labs @OpacityLabs]

@a16zcrypto https://t.co/vhB8TyRWE6

[pablob @thepablob]

https://t.co/CzzZM4kUNN

[Project Glitch @projectglitch_]

WTF is ZKTLS? And why should you care? -- @EulerLagrange explains https://t.co/NFZqTHWCqB 7/9

[Project Glitch @projectglitch_]

Wtf is zkTLS? @OpacityLabs's @EulerLagrange explains 🫡

[Project Glitch @projectglitch_]

Costumes optional

[Project Glitch @projectglitch_]

WTF is zkTLS? @OpacityLabs's @EulerLagrange has the answers. Coming to the Stablecoin Privacy Summit stage on Tuesday! https://t.co/ZFwmkhtdI1

[Opacity Labs @OpacityLabs]

90 years of financial regulation is about to change. Update coming soon.

[Opacity Labs @OpacityLabs]

90 years of financial regulation is about to change. Update coming soon.

[Project Glitch @projectglitch_]

This event wouldn't be possible without our sponsors @AleoHQ @OpacityNetwork @BrownRudnickLLP @crypto_council @TheDRC_ @inconetwork @SolanaInstitute @circle @BlockchainAssn

[勾 @colludingnode]

my purpose is to be a combination of a lolcow and source of inspiration for the entire @OpacityNetwork team

[pablob @thepablob]

The greatest lesson I have learned from @EulerLagrange is to build without cooperation assumptions.

Before I joined @OpacityNetwork, I failed miserably as a founder building tooling for on-chain private credit use cases. I assumed fund managers would see the value in transparency and adopt a new way of doing things, i was wrong.

I met @EulerLagrange at a Flashbots hacker house in SF and within 10 minutes we were talking about cooperation assumptions, at which point I realized he was on to something big. After another 20 minutes he asked me to come work for him.

[Opacity Labs @OpacityLabs]

@EulerLagrange @PalmerLuckey @mttgrmm @VidaWealth @anduriltech 🇺🇸🦅

[FailsBothProngsLagrange @EulerLagrange]

The crazy thing is this list is probably the same today as it was in 2018

[FailsBothProngsLagrange @EulerLagrange]

“The US consumer can’t just keep spending forever”

The US consumer after the INVEST act opens up the private markets to retail investors: