Ali Smith

Crypto fanatic, avid reader and lover of the natural world.

[Avichal - Electric ϟ Capital @avichal]

Ren (@0xren_cf) dropping some knowledge on Bitcoin and quantum!

[Ken Deeter (puntium.eth) 🦇🔊 @puntium]

The 2026 DeFi security stack:

- Audits (human, agentic)
- Formal Verification
- Guarded Launches
- Rate limits, settlement gates with emergency overrides
- Bug bounties
- First loss junior capital tranches
- Multisig opsec review
- Gsuite/slack/telegram/X opsec review
- DNS / package dependencies / Web2 stack security audit
- Collateral asset review and disclosure (market, operational, oracle)
- Infra dependency risk (bridges, pools, oracles, etc.)
- Realtime monitoring
- Incident response run-books
- Periodic reviews to catch drift in any of the above
- Review depth and sophistication that scales with value at risk

What am I missing?

[Ken Deeter (puntium.eth) 🦇🔊 @puntium]

One of the most interesting evolutions / experiments in DeFi lending just went live.

We've always assumed that in a liquidation scenario, the lender needs to be repaid in the assets that they lent.

It turns out this creates lots of issues and limitations. What if there's no dex liquidity? what if the asset has a redemption delay? what if the lender is also just has happy taking the collateral?

Silo v3 challenges this fundamental assumption by asking, what if -- in addition to a standard liquidation threshold -- you had a collateral swap threshold, where the collateral gets returned to the lender instead of the lent assets.

Of course the risks are different. But this type of structure can more cleanly support more collateral assets that may not look like your conventional DeFi token. As RWA's come onchain with all kinds of sizes and shapes, having more flexibility in the lending market allows for more possibilities. A new kind of more flexible money lego.

[Avichal - Electric ϟ Capital @avichal]

Great analysis of which off chain assets might come on chain next

[Avichal - Electric ϟ Capital @avichal]

Private, user-owned software powered by cryptographic primitives is more important than ever.

A few I'm very excited about:
- insurance markets onchain
- data marketplaces for agents
- private agents
- privacy-native L1s for specific verticals

26 ideas we want to invest in 👇

[levy.eth @levychain]

That's a wrap!

Blueprint C1 in the books. ✅

In just 7 weeks we saw $444k in sales across 347k editions from 24k collectors, with 9/10 creators entering the 10 ETH Club.

But before we open apps next week for C2, I published a recap on mirror reflecting our performance + more.

[Index Network @indexnetwork_]

Introducing Contextual Privacy

A new social paradigm, blending privacy with discovery

[Ali Smith @ayongesmith]

@0xcoconutt 🙋‍♀️ TG: aliysmith

[Thomas Rush @Thomas_Rush_]

Onchain creators are the future (and present).

For anyone in that space they should absolutely reach out to @bellosights/ @levychain and their Blueprint program 🔥
.
.
.

[Ali Smith @ayongesmith]

@Desparkweb3 🔥

[Ali Smith @ayongesmith]

👀

[seren @serensandikci]

this is what's happening on Farcaster

[Ali Smith @ayongesmith]

@TachyonXYZ @indexnetwork_ @ceramicnetwork 💯

[Ali Smith @ayongesmith]

@levychain @mintdotfun @podsdotmedia @degentokenbase 👏

[Ali Smith @ayongesmith]

@RanggaPurAji @surrealapp @titlesxyz 👏

[Mike Kriak @mkriak]

Checkout the DePIN Deep Dive by our one and only @shacheng

[Ali Smith @ayongesmith]

@sonyasupposedly @surrealapp @titlesxyz obsessed💕

[Ali Smith @ayongesmith]

@TachyonXYZ @Optimism @bellosights 😍

[Tachyon @TachyonXYZ]

1/ We’re thrilled to welcome @Desparkweb3 to the #TachyonX program. Founded by @amardontkher1 and @_euzzz, Despark is bringing best in class UX research to #web3 companies.

[Ali Smith @ayongesmith]

Together, @indexnetwork_ and @ceramicnetwork are building search tools that will fundamentally change how we discover, connect, and interact with information online. 🌐How? This thread gives a great breakdown.

[Ali Smith @ayongesmith]

@levychain @CollectPods most collected by a mile🚀