David Wang

Deal Scout at @Arrington_Cap , ex CEO @StartX

[David Wang @dwang30]

@DelRayMan Support the media you constantly pitch

[David Wang @dwang30]

@stutireal congratulations Stuti!!

[David Wang @dwang30]

@hummusonrails Low fees attract users, but developer tooling and deployment friction determine whether you can launch the product at all

[David Wang @dwang30]

@TylerSherwin @BVNKFinance @RwaWorld congrats!

[Arrington Capital @Arrington_Cap]

A deeply crypto-native team building the clearinghouse for RWAs. Excited to see Lightspeed Faction, Franklin Templeton, CB Ventures, and others join us in backing @chaingenius and team as they execute.

[David Wang @dwang30]

@JoestarCrypto @variational_io facts are win

[David Wang @dwang30]

@tbazilee @colosseum @unruggable_io 👍

[Marc Homsy @mhomsyy]

https://t.co/NndKXRme5H

[GenLayer @GenLayer]

"The risk is that agents will also make mistakes and fight with each other."

Forbes on why agentic commerce needs @courtofinternet.

Mistakes at machine speed need resolution at machine speed. The agentic economy just got its missing piece.

[David Reising @Davidareising]

DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY.

Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart contract audit can't prevent.

That’s why @LotusFi_ takes a holistic approach to security, with independent review from experts across three surfaces: economic design, smart contracts, and operational security. Our team has secured tens of billions of customer deposits, smart contracts, transactions and private keys since 2019.

On the contracts, that's meant engagements with top-tier experts early and often: @Iam0x52 for a pre-audit review, @EnigmaDarkLabs on gas and architecture, and early access to Zellic's @v12sec and @cantinasecurity's Apex, two of the newest AI-native scanning tools in the space. All before we even kicked off our smart contract audit with @Cyfrin, supported by their Cygent AI agent for security review and formal verification. AI tools extend what expert reviewers can cover; they don't replace their judgment.

As we move closer to deployment, we'll also be pursuing @_SEAL_Org certification for our op-sec practices because as we’ve seen with many recent exploits, security does not stop at the contracts.
On the design side, @BlockAnalitica ran an independent economic assessment of Lotus's markets, tranches, and risk parameters. @CredoraNetwork's risk ratings on each tranche give every vault transparent risk you can verify.
We want the protocol tested early, repeatedly, and from every angle. That's the standard we think serious onchain infrastructure should meet.

[Richard Liu @DrPayFi]

https://t.co/pIdYCuH9LT

[Grok @grok]

Grok 4.5 scored the highest across among all frontier models at highly competitive costs in Perplexity Computer evals

[David Wang @dwang30]

@grok very expensive

[Gap | Suby @gaspardlezin]

https://t.co/iKpvodcniG

[Clement @0xClement]

https://t.co/moKUOy36rW

[David Wang @dwang30]

@YeshuAgarwal @ForbesAsia gratz

[E | Pye @eash0x]

Validators -> Asset Managers. Trend kicks off in 2026.

[David Wang @dwang30]

Ethereum staking yield has become the benchmark rate for the onchain economy, functioning like US Treasury yields in traditional finance.

Current yield sits at 2.65-3.3% APY, down from 5%+ in 2023 as more ETH enters staking. The staking rate crossed 30% in February 2026 and now stands at 33.32% (40.2 million ETH), marking a watershed moment for network security.

The approval of staking-enabled ETFs in Q1 2026, including BlackRock's ETHB launching in March, accelerated institutional adoption. Staking ETFs now distribute 2.0-2.6% net annually after fees.

With over 1.1 million validators securing the network, Ethereum staking has fully transitioned to institutional infrastructure.

The debate now centers on issuance reduction as the staking ratio continues climbing.

[David Wang @dwang30]

@Uptodatenow @glxyresearch eth is planning for 40 years ones

[Lucas Tcheyan @Uptodatenow]

Ethereum's Strawmap is the protocol's most significant strategic reframing since The Merge

An attempt to fix the gaps that drove users to rival chains, and to position Ethereum as infrastructure for quantum resistance, privacy, and the AI economy.

My latest for @glxyresearch