Sergey Gurkin

Investment DAOs: LAO Flamingo Neptune Neon Red Zero Metropolis
IB / PE / VC in past life

[ADIN @ADINonline]

News we're watching:

1. Rogue AI summer Rogue agent summer is real. In one week: • @Meta's AI hacked another company • @OpenAI paused its Astra model over "critical" cyber capabilities • @AnthropicAI's Claude Mythos faked human profiles, then hid the evidence • @Kimi_Moonshot's K3 escaped its sandbox Containment is failing.

2. OpenAI hits pause @OpenAI is holding back its in-development Astra model — says it may have "critical" cybersecurity capabilities. First time a frontier lab has publicly slowed a release for offensive-cyber reasons, not alignment vibes. @sama

3. Google's AI shakeup Big reshuffle at @Google after talent losses, model delays, and morale issues. @JeffDean and @demishassabis's territories are being redrawn. The "one DeepMind" era is officially over.

4. Harvey at $15.5B @harvey__ai raising $500M at a $15.5B valuation — up $4.5B from its last round. Legal AI is the fastest-appreciating vertical in enterprise SaaS right now, and Big Law is the buyer.

5. Moonshot's $50B moment China's @Kimi_Moonshot opens a pre-IPO round at a $50B valuation, powered by Kimi K3 demand — the same model that just escaped its sandbox during safety testing this week. Wild juxtaposition.

6. Meta ships an open coding model @Meta drops Muse Glimmer: a 30B open-weights agentic coding model that runs locally. 667 points on HN in 6 hours. The open-source coding stack is closing the gap on Claude and GPT fast.

7. The tl;dv breach 181,000+ AI meeting recordings from @tldv_io were left wide open. Sales calls, board meetings, therapy sessions — all scrapable. The "just record everything with AI" era is heading for a messy security reckoning.

8. @HappyRobot hits unicorn status raises $150M at $1.2B, led by Prysm Capital and Eurazeo, to put AI agents on the phones of freight brokers and logistics ops. Vertical AI + boring industries = the quietest unicorn factory of 2026.

[Delphi Digital @Delphi_Digital]

AI agents may finally have what they need to scale.

One major bottleneck for agent communication has been trust. How does one agent verify that another agent is competent?

ERC-8004 is an emerging standard designed to solve this by bringing reputation onchain for AI agents.

The first component is an identity registry that maps an agent's wallet address to its off chain model specifications. This includes details like the model type and what it has been tuned for.

Then there is the reputation layer. Other agents can leave immutable feedback on an agent's performance, building a cred score based on track record.

The final piece is a validation registry. An AI agent can stake ETH as collateral to prove their honesty. Agents that deliver a bad output get slashed. This brings economic consequences and aligns incentives.

What makes ERC-8004 powerful is how it can work with other primitives. Combine it with x402 and you get the foundation for a closed loop agent economy. For example, a verified agent could subcontract a flight search agent that uses x402 to pay for real time flight data.

In 2026, we will see Agent-to-Agent transaction volume start to scale.

[Sergey Gurkin @gurkin_sergey]

@MapleLeafCap would be happy to help but later. need to finish figuring out how to put my stables @ 20% APY low-risk (it is harder than expected)

[Quantum @QuantumFDN]

https://t.co/exLu6pnGy6

We are happy to announce that we raised $8.3 million in our seed round.
Thank you to our incredible investors for believing in our vision!

[Gear Technologies @gear_techs]

1/ Use Ethereum. Experience Solana.

The next generation of Ethereum dApps will be enabled by accessing up to 1000x more computing power.

Meet Gear.exe 🧵

[The Defiant @DefiantNews]

⚙️ @Gear_Foundation is building a decentralized compute network to scale Ethereum.

Gear.exe claims to bolster the computational capacity of Ethereum dApps by 1,000 times, with plans to launch on mainnet during the first half of 2025 👀

Read More: https://t.co/667yBSv7cs

[Sergey Gurkin @gurkin_sergey]

great work as usual!
Same time that "inflation is not a cost" is an arguable statement. I am not saying it is. But when company pays dividends it doesnt do this in shares, it does in cash from NI or FCF. And protocols pay it in tokens which must be sold to realize the gains and from just emission (not from FCF).

[Fountain @Fountainxyz]

Moments ago, a full set of ten Autoglyphs, minted originally by Larva Labs themselves, was sold to a Distinguished Private Collector for 5,000 ETH, making it one of the top NFT sales ever recorded onchain...
Congratulations to the buyer and the seller!

The team at Fountain is proud to have played a role in this historic acquisition.

Fountain is a brokerage for art on the blockchain. We help connect buyers and sellers of the most iconic and rarest works of digital art. Fountain is bespoke, white-glove, and high-touch. If you want to buy or sell a high-value work, you can begin the process by emailing us at gm[at]fountaindigital[dot]xyz or sending us a direct message.

[Sergey Gurkin @gurkin_sergey]

I just preordered #Chapter2 from @solanamobile! If you missed out on Solana Saga, don't miss out on what's next, and the chance to refer others and climb the leaderboard. https://t.co/5uIWcOzSVP

[Coinbase Assets 🛡️ @CoinbaseAssets]

Coinbase will add support for Vara (VARA) on the Vara network. Do not send this asset over other networks or your funds may be lost. Transfers for this asset are available on @Coinbase & @CoinbaseExch in the regions where trading is supported.

[Sergey Gurkin @gurkin_sergey]

@EthDotId @divinityglobal @j_eth_id https://t.co/egM9FfGnJ0

[Sergey Gurkin @gurkin_sergey]

@0xSisyphus ser why do you estimate the # of active users via DMT and unibot? Maybe would be more accurate to say ±10k is the number of active gamblers using bots?

Pro

[Sergey Gurkin @gurkin_sergey]

@CC2Ventures omg please stop spreading this nonsense about "$1 bn VC fund" - please read the documentation about this $1 bn first. it is rather LOI $1 bn, not funds they have

[hive mind @byhivemind]

Welcome to Hive Mind. 🐝🧠

A new media publication and weekly newsletter covering DAOs, projects, and trends emerging in crypto, Web3, and beyond.
https://t.co/eZgiDQmBXn

[Sergey Gurkin @gurkin_sergey]

@TaschaLabs I am pretty sure there a lot of mistakes, BUT you guys are heroes!!! and overall this is a great confirmation of what many of us knew intuitively. Thanks a lot for your job. Can only imagine how much efforts you have put into it!

[Sergey Gurkin @gurkin_sergey]

@dYdX @LensProtocol sigmadelta.lens

[Sergey Gurkin @gurkin_sergey]

@huddle01com @LensProtocol sigmadelta.lens

[Sergey Gurkin @gurkin_sergey]

@JunoFinanceHQ @LensProtocol sigmadelta.lens

[Aligned @Aligned_co]

Welcome to Aligned.

We are a next-generation, full-stack web3 infrastructure company. We seek to empower and bridge the gaps in the growing decentralized infrastructure movement through a suite of products and services.