it's actually shocking to me how many people 'in crypto' are not onchain maxis
overwhelming evidence imo that almost everything in crypto that succeeds is almost fully onchain rather than being some weird fintechy mix of offchain and onchain
main (only?) exception is CEXs & now even that is getting eaten into by Hyperliquid chainmaxi approach
🟠Humans built capitalism. Machines will win it. 🟠
TODAY, BOTWORK ORANGE CAPITAL LAUNCHES.
For the coming on-chain/Bitcoin-powered machine world, we're investing to further human prosperity far beyond human capability.
Article, team, and fund thesis below.
Great speaking with @MarleyKayden and @daven007 on @SchwabNetwork about @coreweave's earnings.
AI continues to benefit from $BTC mining, but is $CRWV outpacing its competitors?
https://t.co/yKo1TayXe6
For everyone panic selling right now, you're stuck in a loop.
"This is an echo of Black Friday (October 10); The sudden drop was quickly reversed, but anxiety remains in large investors."
@ahaywa and @DecryptMedia have some great insights from others, too
https://t.co/CkI4rFAFmb
Loved speaking at @SchwabNetwork on Bitcoin beating the #governmentshutdown2025 . We're also seeing capital markets for a traditionalization of crypto; the winning DATs will have to learn how to TradFi.
https://t.co/L2YBvoTvgy
Happy to have been included in @CharlesLBovaird 's article looking at #Uptober's Bitcoin movements!
Shout out to @CryptoWendyO accurate prediction that the #shutdown could squash news guidance, and that's going to cause market uncertainty!
https://t.co/5bE0gOWLUh
Had a great time speaking with @NEWSMAX about stablecoins "nuclear moment" (in a good way).
With now over a dozen USD stablecoins on the horizon, and DATs forming up to support them, US dollar policy is poised to enter a nuclear era!
https://t.co/hSAHltkyDt
📉 Crypto market falls 2% to $3.9T as $1.7B in liquidations drag Bitcoin near $112K, while Ethereum, BNB and Solana see steep declines.
#Crypto#DigitalAssets
https://t.co/J9Oc9eyTq9
The US/UK joint taskforce on crypto could unlock a new host of capital markets - and crypto use cases. This is a huge event on the horizon.
https://t.co/kRKJDELw5U
@DLNewsInfo
Cryptocurrencies have taken a tumble lately as investors use them as a source of liquidity to purchased other assets like stocks, according to multiple analysts. https://t.co/Ht9Q2gWBB8 @ForbesCrypto#Crypto#Stocks
Conclusion: I'm sure there's more but - and maybe even a bit of salvage.
Ultimately, this is just more of the administrations fundamental misunderstanding of the industry.
There’s a small gift that “non‑controlling blockchains” may not be able to register as MSBs, but the above requirements offers a soft (and slippery) path to regulating code and front-end. Decentralized protocols don’t have a single front-end, and restricting them is futile.