chemerjs

ex deeply unserious capital allocator

@cargofy

[chemerjs @chemerjs]

@coldemailchris COURSE

[chemerjs @chemerjs]

we at @cargofy launched AI agent for Logistics Automation

no need for forward deployed engineers anymore

https://t.co/oKUssVFyWi

[Craig Weiss @craigweiss]

for every opportunity you have to be a dick, choose kindness instead

[chemerjs @chemerjs]

@KamesGeraghty @0xIntuition would love an invite!

[lynk @lynk0x]

Please get addicted to thinking everything will always workout for you.

[chemerjs @chemerjs]

@CardilloSamuel same day lol

[Alex Thorn @intangiblecoins]

bitcoin cycle charts for your viewing pleasure

presented without comment

[chemerjs @chemerjs]

@h0xrus @0xIntuition agree, never seen actually working versions

[chemerjs @chemerjs]

@nina_phatak @Sree_Surineni gotcha, waiting for release !

always concerned with "how to be in constant flow state"

[Nick Tomaino @NTmoney]

https://t.co/UdHr1HzUU7

[chemerjs @chemerjs]

i constantly have this idea of starting to post regularly on X and make time for creating meaningful posts

it’s just so hard to overcome the thought that you will suck at it for a long time before smth genuinely good and creative will come out of it

sigh

[kames @KamesGeraghty]

Markets down bad.... Builders up early☕

@0xIntuition just dropped Intuition Core: a global knowledge graph in a box 📦

docker compose up and you're running your own knowledge graph shard — open source, self-hosted, and ready to scale 🚀

[Jake Brukhman @jbrukh]

You should be able to prompt what your X feed shows you. cc @nikitabier

[chemerjs @chemerjs]

@MetaMask gas guzzler…

[1kx @1kxnetwork]

35% of US employment is spent creating trust.

Auditors, notaries, attorneys, courts, custodians, compliance officers. Trust-establishing work is the single largest category in the modern economy.

It is also being repriced.

The repricing started in financial infrastructure. Custody costs heading to zero. Cross-border settlement collapsing from days to seconds. Aave hit $44B in custody at peak (late 2025) at zero fixed cost.

It hit AI a second time. The Hong Kong CFO who got on a Zoom call with deepfakes of his CEO and the board, and wired $20M. AWS outages caused by AI agents managing production clusters without human oversight.

AI is the most powerful trust-eroding technology we have built. Trust intermediaries built on human schedules cannot keep up with fraud produced on machine schedules. The cost of creating fakes goes to zero. The value of verified trust goes up exponentially.

And it is opening categories that were not possible before. Permissionless conversion-based advertising. Hallucination-proof knowledge graphs. Programmable insurance.

Eight years of investing. One argument.

Cost of Trust 2.0, our 2026 thesis. Read it: https://t.co/Y0qgmqHN9u

35% stat: "The Cost of Trust: A Pilot Study," SSRN.
Aave peak TVL: DefiLlama.
AWS outages: The Guardian, February 2026.

[chemerjs @chemerjs]

@johann_sath got it, any suggestions on preventing?

[EvaCodes @EvaCodes]

👀 Crypto Neobanks Are Becoming Real Banks

Mapped 77+ crypto neobanks across 6 regions. The category is no longer just wallets with cards - it is moving into direct competition with traditional finance.

Crypto neobanks are evolving into a full financial infrastructure, not a niche category.

#Neobanks #FinTech #Banking #Web3 #Stablecoins