Kai Luo

Eng @stablecoin (@stripe), ex @coinbase @uniswap

[Hunter Horsley @HHorsley]

What's the biggest risk / problem for crypto right now?

Global equity markets are ~$130 trillion
Global fixed income ~$150 trillion
Global real estate ~$300 trillion
Gold ~$30 trillion
Alts ~$30 trillion

So +/- $640 trillion

And crypto? $2 trillion.

Less than Microsoft alone. Less than 1%. A blip in global capital markets.

The biggest obstacle for crypto right now isn't Saylor selling 32 BTC, or DATs, or this L1 vs another, or some traders selling, etc etc.

That's all deeply self-obsessed. Zoom out. The vast majority of investors aren't following any of that — ask a colleague or non-crypto native friend this week. It's obvious.

Rather, the biggest obstacle is that, by default, no one cares. No one has to invest in anything, including crypto.

This space needs to give people a reason to care, a reason to want to participate. It needs to prove use and value and build use cases that actually have an impact on the world.

Help this space have a worthwhile impact, or support those that are trying. A rising tide will lift all ships.

[Kai Luo @kaiiluo]

“Copy and Delete” is the best innovation for iPhone

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Kai Luo @kaiiluo]

Spikes are from hackathon and coinbase internal testing lol

[philip @philipglazman]

agentic payments

[Serenity @aleabitoreddit]

Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.

So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills…

To ban any form of innovation or competition against banks, with things like yields.

And nuking liquidity as they go (but strengthens the USD)

Valuations do seem compelling again if you’re swing trading.

[Kai Luo @kaiiluo]

@EudemoniaCC 我也还在做crypto，第六年了😂

[Slater Santer @slatersanter]

Hyperliquid is 7% of Anthropic's valuation.

Hyperliquid is 42% of Anthropic's annualized profit.

Are you bullish enough?

[Kai Luo @kaiiluo]

ai this and ai that, just remember GTA6 is coming this year

[比特币橙子Trader @oragnes]

中国杭州初创公司PettiChat，118美元AI宠物项圈使用阿里巴巴Qwen模型，能以94.6%准确率实时翻译猫狗声音和情绪，已获1万预订。

[Coinbase 🛡️ @coinbase]

Today we’re expanding our support for @HyperliquidX by becoming the platform’s official treasury deployer of USDC.

Onchain markets operate 24/7 and require collateral that is always available, instantly transferable, and deeply liquid - USDC delivers exactly that.

Alongside this, we’ve also significantly increased our position of staked HYPE.

[Claudia @0x_claudia]

https://t.co/Thxx7UTWRO

[Dan Robinson @danrobinson]

Virtual addresses are very convenient and user-friendly, but also an extremely powerful primitive

[Farza 🇵🇰🇺🇸 @FarzaTV]

I built this thing called Clicky.

It's an AI teacher that lives as a buddy next to your cursor.

It can see your screen, talk to you, and even point at stuff, kinda like having a real teacher next to you.

I've been using it the past few days to learn Davinci Resolve, 10/10.

[David J Phillips @davj]

"Make no mistakes DO NOT HALLUCINATE. YOU ARE AN EXPERT SOFTWARE ENGINEER"

[Harpalsinh Jadeja @harpaljadeja]

Today I learned that prompting in Mandarin costs 40% less tokens

I guess I gotta learn Mandarin now

[Kai Luo @kaiiluo]

Great to see this is finally getting realized! Coinbase spent tens of millions in gas fee to sweep deposits and we had to constantly come up with solutions to optimize for that flow. This is just one of many TIPs showcasing Tempo is the chain for payment.

[Georgios Konstantopoulos @gakonst]

love that people are following our work on github

virtual addresses are one of the most obvious in hindsight features blockchains should've shipped to scale and save costs and headaches to users

reach out to us with feedback!

[Kai Luo @kaiiluo]

@coinbase Fix the stock price pls

[GREG ISENBERG @gregisenberg]

A mini-essay on this moment in history:

We're living through something our grandkids will study in history class, and we're experiencing it as just ANOTHER Thursday.

You don't really feel paradigm shifts while you're in them. They feel like normal life with slightly better tools.

The printing press was just a faster way to copy books. The internet was just a better library. AI is just a smarter autocomplete.

You get numb to launch after launch and it all sorta blends into the new normal. Claude writes entire codebases and you're frustrated it missed a semicolon.

The audacity.....

Then ONE DAY you wake up and everything changed while you were sitting in a pointless meeting. That little startup that went viral on X is suddenly the incumbent. That 18 year old kid with a GPT wrapper with no moat is now suddenly the most interesting man in Silicon Valley.

The history books won't capture how mundane it felt. How we spent the revolution arguing about return-to-office policies. How we witnessed the death of gatekeepers while refreshing our email. How the greatest democratization of capability in human history happened mostly on Tuesday afternoons between Zoom calls.

You exist in the 20-year window where individuals can compete with institutions. Where a laptop equals a team. Where David doesn't need a slingshot because Goliath's advantages are somehow available for $20/month.

Soon, the window closes. The regulations arrive. The moats get built. The incumbents adapt. The wild west becomes the suburbs.

But today... on this Thursday... today you can still build something in a weekend that changes everything. Today it's tilted in favor of the individual for the first time in history.

Enjoy this moment while it lasts.

[Kai Luo @kaiiluo]

@niallohiggins @BuiltByVibes Interesting idea, can you walk through an example flow that you guys are using with github issues?

[Kai Luo @kaiiluo]

@lindaxie It means $corgi coin worths 15 euros