chemerjs

ex deeply unserious capital allocator

boosting ecosytems with @EvaCodes

[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

[chemerjs @chemerjs]

@itsalexvacca N8N

[akira @realmcore_]

Automated context engineering is all we ever needed

[Yegor @yegorgolovnia]

I have 47 bookmarked X articles from just last month. I swear I’ll read, then never do.

Reading on a bright iPhone in bed at 1am wrecks my sleep and focus.

I got sick of it. So I sent the reading to Kindle instead.

See how I fixed it 👇

[Mary @mxryboo]

I have never been inspired by an employed person

[chemerjs @chemerjs]

@NexuraXYZ @0xIntuition @0xbilly @h0xrus 🔥

[taoki @justalexoki]

i have this funny thing where if i don't work out, shower, eat three good meals, sleep ~8 hours without screentime in bed, and do something productive during the day, i kinda want to kill myself. but if i do those things i love my life. is that normal

[Naval @naval]

Fast, lift, sprint, stretch, and meditate.

Build, sell, write, create, invest, and own.

Read, reflect, love, seek truth, and ignore society.

Make these habits. Say no to everything else.

Avoid debt, jail, addiction, disgrace, shortcuts, and media.

Relax. Victory is assured.

[chemerjs @chemerjs]

@bryan_johnson on the next livestream

[UAE Exotic Falconry & Finance @FalconryFinance]

They're doing this to me tomorrow

[chemerjs @chemerjs]

@0xbilly 15x in a year is also assuming that you stake back all the yield with lockup, right?

[chemerjs @chemerjs]

@00adewale @W00DS_eth Coordinated infl pump

[chemerjs @chemerjs]

@0xbilly Hey boss! Maxed out the timing as well. Can I put "team member at Intuition" on Linkedin now?

[chemerjs @chemerjs]

@0xbilly @0xIntuition Been conceptualizing this application for ratings and matchmaking in rocket sports via the Intuition for sometime, please give it a look.

Would appreciate any comments:)

https://t.co/4T59y7kULU

[chemerjs @chemerjs]

@0xbilly @0xghandi Ahh you’re hyping up like crazy

[chemerjs @chemerjs]

@cryptofawkes0x @pumpdotfun @kolscan Could be tradable, if you would claim this info first on @0xIntuition. They just launched bonding curves for info markets

[chemerjs @chemerjs]

First saw @0xIntuition as UX personalization for wallets and Amazon or Google reviews. But durable memory is leverage. With AI, an immutable registry isn’t just about blockchains anymore it’s about connecting markets and people. The real opportunity is much larger than it seems

[Finality @FinalityCap]

At @finalitycap, we think “Plaid for AI memory” is a massive opportunity. Imagine every app or AI model instantly knowing your context, preferences, interests, and history

This is huge for UX + costs 🧵👇

Props to @binji_x @nikunj @ashleymayer @levie for sparking great ideas:

https://t.co/Kp89Bvs5fR
https://t.co/6y6tmuF0gV
https://t.co/X20llY1PTe
https://t.co/BIciZRZDyo

[chemerjs @chemerjs]

@RChrisre @0xIntuition 😂

[chemerjs @chemerjs]

Blockchains gave us immutable ledgers.
@0xIntuition gives us immutable memory.
Together they become antifragile intelligence.