Ownership is a pillar in a bigger tent: Autonomy.
“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”
This is a classic case of an incumbent trying to using lawfair as a way to reduce innovation and competition. The change they propose does nothing to keep consumers or businesses safer, it does nothing to help market integrity, and it is more costly than the current proposal. And that's the point, the CME just simply wants more fees even if it's at the expense of innovative, efficient, and safe markets.
@ChairmanSelig and the @CFTC have made admirable strides in furthering market innovation, bringing clear guidance to previously opaque markets, and bringing businesses back onshore and I look forward to that continuing.
Proud to have doubled down in every round of @Morpho from coleading seed through today.
Five years of dedicated, focused, world-class execution by this team has compounded into their vaulted position as the pioneers of institutional DeFi (pun intended)
Great to speak with @jeffjohnroberts who has chronicled the evolution of our thesis from our prior funds to present.
Autonomous systems are eating the world, and there are a number of learnings to apply if we want to optimize for autonomy.
There is alpha in x402 data.
Agents have now paid $50M for services through x402.
The interesting part is what's happening underneath the volume: what agents are experimenting with, which APIs are getting tested and where demand is forming
With B3OS, you can track
𓏠 x402 actions from @x402scan
𓏠 trigger workflows from that data
𓏠 let agents pay for anything using x402
Agentic payments need autonomous workflows.
This is an absolute indictment of American Capital Markets.
Our best companies are closed to the public.
Only wealthy have access.
You can blame the billionaires all you want, but the truth is regulation made this so.
About the NY lawsuit news - prediction markets are federally regulated national exchanges, registered with the CFTC. This issue is proceeding in New York federal court as we speak. Coinbase will continue to fight for the federal oversight of these markets that Congress intended.
This is a deeply concerning trend, and unfortunately it tracks with what we’re seeing more broadly: attackers are increasingly blending cyber and physical tactics to target high-value individuals through the apps we use everyday.
A few practical steps that can meaningfully reduce risk:
First, limit data exposure. Use unique emails and phone numbers for different services (especially delivery apps, financial accounts, and anything tied to your identity or location). The more attackers can correlate across datasets, the easier targeting becomes.
Second, lock down your accounts. Strong, unique passwords and hardware security keys (not just SMS 2FA) should be table stakes, particularly for email, exchange accounts, and any service that contains personal information.
Third, be thoughtful about real-time signals. Ordering food, posting location-tagged content, or sharing routines publicly can unintentionally create a live map of where you are and what you’re doing.
Fourth, add friction to your doorstep. If you can, avoid direct handoffs with unknown drivers. Use contactless delivery, building security, or package lockers where possible. If something feels off, trust that instinct and don’t open the door.
Finally, for those with significant exposure, this is a moment to think about physical security as part of your threat model. That can include anything from basic home security systems to more advanced measures depending on your profile.
Crypto doesn’t make someone a target, but perceived access to value does. The best defense is reducing the amount of signal an attacker can gather and increasing the friction at every layer.
Stay safe out there.