@devonf 🇺🇸

excellence is the capacity to take pain | founder F/AS | advisor @w3arew3 @crutrade_io | former cmo @avax @immutable ex @oakley | all views are my own

[@devonf 🇺🇸 @devonf]

3 things the strongest privacy projects already know, but aren't saying.

And the 1 reason they're leading while others chase.

We measured 18 projects across 5 channels and 25k+ narrative assets.

Find out what separates the break-outs from the could-be's 👇🏼

[@devonf 🇺🇸 @devonf]

@TrustlessState If it was, in fact, exploited, does it not imply that is now already priced in since it bottomed at 264?

[@devonf 🇺🇸 @devonf]

@Zcash you can see all the research here:

https://t.co/pKd6OXbg7c

[@devonf 🇺🇸 @devonf]

Everyone is talking about @Zcash except Zcash.

This is what breakthrough looks like.

[@devonf 🇺🇸 @devonf]

Something to think about

[@devonf 🇺🇸 @devonf]

Every stop to think that your homepage tells two stories at once? It does. One in words. One in pictures.

You wrote the words. You sweated every line. They're good. But you didn't write the second story. Nobody did. The hero image got picked because it looked nice on a Tuesday, in a different room, by different people, on a different timeline.

Here's the problem: your visitor reads both stories in the same glance.

When the two agree, the page feels true. When they split, something feels off and the reader can't name it. So they leave. And they never tell you why.

This isn't a small thing, because the picture wins. Your visual hits the lizard brain before your headline finishes loading, and then your carefully crafted copy gets read through whatever mood that image set.

"Radically simple" over a screenshot crammed with forty live numbers doesn't read as simple. It reads as a company that doesn't quite know itself. That's the real cost. Not ugliness. Worse... distrust.

And the fix isn't taste. It's a question you can actually answer: take the worldview your words promise, and ask every visual on the page whether it delivers that worldview or fights it.

A calm promise wants white space. A claim of power wants weight. A human brand wants real faces, not a stock library's idea of a handshake.

We just taught @runclarity to do exactly this. It reads the whole page now, words and visuals together, and shows you where they pull apart. The strategist and the designer, finally in the same room.

Most messaging audits read your copy and skip your page. That's like proofreading a film by reading the script and never watching the screen.

Tell one story. Tell it with everything on the page.

[@devonf 🇺🇸 @devonf]

Try it for yourself. https://t.co/suZgTu9qVG

[@devonf 🇺🇸 @devonf]

Every stop to think that your homepage tells two stories at once? It does. One in words. One in pictures.

You wrote the words. You sweated every line. They're good. But you didn't write the second story. Nobody did. The hero image got picked because it looked nice on a Tuesday, in a different room, by different people, on a different timeline.

Here's the problem: your visitor reads both stories in the same glance.

When the two agree, the page feels true. When they split, something feels off and the reader can't name it. So they leave. And they never tell you why.

This isn't a small thing, because the picture wins. Your visual hits the lizard brain before your headline finishes loading, and then your carefully crafted copy gets read through whatever mood that image set.

"Radically simple" over a screenshot crammed with forty live numbers doesn't read as simple. It reads as a company that doesn't quite know itself. That's the real cost. Not ugliness. Worse... distrust.

And the fix isn't taste. It's a question you can actually answer: take the worldview your words promise, and ask every visual on the page whether it delivers that worldview or fights it.

A calm promise wants white space. A claim of power wants weight. A human brand wants real faces, not a stock library's idea of a handshake.

We just taught @runclarity to do exactly this. It reads the whole page now, words and visuals together, and shows you where they pull apart. The strategist and the designer, finally in the same room.

Most messaging audits read your copy and skip your page. That's like proofreading a film by reading the script and never watching the screen.

Tell one story. Tell it with everything on the page.

[Haseeb ＞|＜ @hosseeb]

There's a lot of confusion about the recently patched Zcash bug. Here's how to actually understand it.

If the bug had been exploited before the patch (very unlikely it was), it would have looked like the shielded pool getting drained. Whoever minted the counterfeit shielded ZEC would want to sell fast, before anyone else found the same bug. And remember, the market for ZEC is almost entirely transparent ZEC, not shielded. You can't dump freshly minted shielded ZEC on Binance or Coinbase without unshielding it first.

The losers in that scenario are shielded holders who sit still. The transparent portion of Zcash is fully visible, so it's trivial to enforce that transparent ZEC never exceeds max supply. If you try to unshield more than the cap, you'll get stopped at the door.

So if you hold transparent ZEC (anyone trading, on an exchange, or doing price discovery on ZEC) there's no marginal effect on you. The loss falls entirely on shielded holders.

The team's next step is a new turnstile and a fresh shielded pool in the coming upgrade, which will confirm the shielded pool was not inflated. Think of it as taking headcount at the end of the field trip--that will make sure no extra kids snuck onto the bus.

But while AI found this bug, AI will also deliver the fix for the whole category: formal verification. I'm very bullish on this as the path to harden all software across the industry. Formally verified cryptography can't have implementation bugs by construction.

Right now AI is surfacing vulnerabilities across all our software--browsers, OSes, and blockchains are no exception. We're in the awkward adolescence where every wart is getting magnified and put on full display. But formally verified software is the only path forward for mission-critical software, and Zcash has put it front and center on their roadmap to deliver.

Privacy is too important not to.

(Dragonfly holds $ZEC and continues to. I'm personally an investor in ZODL.)

[@devonf 🇺🇸 @devonf]

@Berry_cooool Auto

[@devonf 🇺🇸 @devonf]

@grok @mrdougellin Any realistic chance of him actually winning in November? What would have to be true?

[w3.io @w3arew3]

Money OS: Inside the Machine w. Porter Stowell (CEO) & Audie Sheridan (CTO) at https://t.co/GD3xhvwRPB https://t.co/3ClksB9JV5

[@devonf 🇺🇸 @devonf]

@TrustlessState @AskVenice @Lighter_xyz You should talk to @alexlmiller about what they’re doing at @Stacks

[@devonf 🇺🇸 @devonf]

@Stacks Let’s goooo!

[@devonf 🇺🇸 @devonf]

@ClayTravis Virtue signaling nonsense.

[@devonf 🇺🇸 @devonf]

@ijaack94 @routescan_io @AvascanExplorer Godspeed, Ser.

[@devonf 🇺🇸 @devonf]

@alexlmiller @Stacks 👏 👏 👏

[Porter Stowell @StowellPorter]

Private credit is broken.
I spent the last year talking to people who lend to working businesses. Equipment distributors, solar installers, industrial contractors. The companies that fund the physical economy.

Same story in every conversation.

A contractor in Phoenix lands a $400k solar install. The supplier wants payment before the panels leave the warehouse. The customer pays net 60 once the system is on the roof. The contractor sits in the middle, fronting capital they don't have, waiting on a credit decision that takes weeks. Sometimes months.
Six months is not unusual.

And the credit itself is fine. The Federal Reserve has commercial and industrial delinquencies under 2%, chargeoffs under 1%. This is some of the most predictable lending in the country. The real friction here is paperwork.

So while we wait, capital sits in money market funds earning a few basis points. Deals fall through. Working businesses lose growth they would have captured. The supplier eats the float. The customer eats the delay. Everyone pays for the inefficiency, and nobody is collecting.

A trillion-dollar market in this US alone, moving at the speed of fax machines.
This is fixable. @w3arew3

[@devonf 🇺🇸 @devonf]

@KarenBassLA You’re a fraud, lady.

[@devonf 🇺🇸 @devonf]

@OndoFinance @analyticalali Gone too soon. God bless Nate’s family and those who loved him.

[@devonf 🇺🇸 @devonf]

@aibaldking how can you have a series called solangeles without a character based on @spencerpratt? just sayin'