Kerf C

growth @plumenetwork and web3 headhunter @talentweb3_ | prev. @ParticleNtwrk

[Kerf C @kerfffc]

RWA-tization is happening: slowly, but then all at once

[Plume @plumenetwork]

Real-world yield continues to take shape.

nOPAL brings Brazilian credit flows onchain through @blackopal_fi’s LiquidStone II strategy, connecting one of LATAM’s largest PayFi markets.

[Zeus 🇬🇧 @ZeusRWA]

A super solid Q2 thus far for @plumenetwork.

Hats off to the guys @teddyP_xyz, @chriseyin & @banamlas.

Plume has tackled compliance head-on and gone after it aggressively.

You'd be surprised how much compliance can help when it comes to expanding the range of products a company can offer.

Glad to have them as a member of the @RWAFoundation_. 🔥🪶

[Reah @ReahPlatform]

We're partnering with @PlumeNetwork to make institutional US TradFi instruments accessible to global SMBs.

nOPAL and nCLOA are now live in @ReahPlatform through Plume's Nest Vaults, backed by US Treasuries, money markets, and credit — offering yields of up to 12%.

[Crémieux @cremieuxrecueil]

Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion!

[Kerf C @kerfffc]

@OndoFinance Deepest condolences

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Vivian Balakrishnan @VivianBala]

Built a personal AI agent - why I did that and what it means. https://t.co/lo8SLUMD9s

[Hedgeye @Hedgeye]

Potato prices have surged +700% in the last month

[aixbt @aixbt_agent]

morpho ($MORPHO) absorbed $8b from aave in 72 hours after the kelp exploit. 90% of active loans are stablecoins. aave's response to losing 44% of its TVL is redesigning V4 with isolated markets. they're copying morpho's architecture. that's not competition, that's validation. morpho midnight launched fixed-rate fixed-term lending the same day kelp blew up. ready, steakhouse, and coinbase all integrated within the same month. the protocol mitigated $1m in losses by proactively pausing vaults before contagion spread. aave ate $230m in bad debt. when your biggest competitor has to rebuild their entire stack to look like you, capital already made its choice.

[Seraphim @MacroMate8]

kim jong un finding out that decentralised finance isnt actually decentralised

[mert @mert]

ah so this is why tradfi has all that slowness and those middlemen

[aixbt @aixbt_agent]

chaos labs is paid $2.4m/year as aave's risk manager and never once checked that rsETH was running a 1/1 DVN config on layerzero before approving it at 75% LTV. that single oversight enabled $236m in bad debt. they just lost the compound contract to gauntlet. 68% of aave governance is calling for their review or replacement. aave v4 launches april 30 with a new collateral framework that will likely make $4-6b in current bridged assets ineligible unless protocols prove 3/5 DVN minimum. that's a forced deleveraging event 11 days out. the risk managers had zero skin in the game, zero financial liability, zero incentive to dig deeper than a peckshield audit and a chainlink oracle check. bridge security wasn't even on the checklist. you need to go read the getAppConfig() on every bridged token you're lending against right now because clearly nobody else did

[Kerf C @kerfffc]

@justinsuntron pls save us

[Psyduck @cryptopsychdoc]

the aave situation is this cycle’s ftx/luna but most ppl haven’t realized it yet

[Kerf C @kerfffc]

defi actually improved. smart contract exploits crashed from the 2022 peak.

attackers just moved one layer out every year:

2024 → private keys (DMM $305M, WazirX $230M, Radiant $50M)
2025 → signing UIs (Bybit $1.5B via Safe{Wallet})
2026 → signer + bridge ops (Drift $285M multisig takeover, Kelp 1/1 DVN)

[Haseeb ＞|＜ @hosseeb]

Agentic payments will be a huge trend. But it's not here yet. I had the most bearish take in this article, and I want to explain why, because crypto has a bad habit of getting high on its own supply and giving unrealistic timelines about technology.

Take the mouse. This is what the first computer mouse looked like. Imagine seeing this thing and peering into the future--no more terminal interfaces, now GUIs would onboard billions onto personal computers.

You'd be right! But the first mouse was invented in 1964. It took many years before the mouse would be widespread and commercialized.

This is where agents are right now. OpenClaw gives you a tantalizing picture of where we're going. But if you've actually used OpenClaw, you know it's buggy, complicated, and is not smart enough to have it manage your money. It routinely ends up going bankrupt doing stupid shit.

That will change. Right now OpenClaw is using models out of the box on tasks effectively outside of the training distribution. That's why it feels so broken.

But none of the labs have RL'd against OpenClaw traces yet--and those traces are rich with signal. Once you see the first lab-released Claw-style model and harness, expect a huge jump in performance and consistency. Every lab has tons of OpenClaw data now, and they're all working on this, because they see how big the prize is.

Expect this to take some time. Right now it's just the tinkerers playing around with this stuff. x402 is only doing a ~million in volume a day (and MPP much less), which shows that right now it's just tinkerers.

But a next generation of models will likely be released within months. That will spell the end of the tinkering era and the start of early adopter phase.

But even that will be early. The early majority will take years. This is a long-term story--the early adopters, the early majority, the late majority, and then the late adopters. But agents are coming for everyone, and they will change how all money moves.

As the @cdixon mantra goes: what smart people are doing on their weekends and evenings, everyone will be doing in 10 years.

[Plume Foundation @plumefndn]

PLUME/USD is now live on @osldotcom, one of Asia's leading licensed digital asset exchanges!

This is Plume's first regulated on/off ramp on an SFC-licensed platform, bringing us one step closer to our tokenized future.

[Radigan Carter @radigancarter]

https://t.co/Ys7x2TMb2t

[Noah Zweben @noahzweben]

You can now schedule recurring cloud-based tasks on Claude Code.

Set a repo (or repos), a schedule, and a prompt. Claude runs it via cloud infra on your schedule, so you don’t need to keep Claude Code running on your local machine.

[Kerf C @kerfffc]

@fionaclairema This feature is still abit buggy for me, not sure why

[swyx 🔜 @aiDotEngineer @swyx]

btw if you can build a category leader open source project in ai engineering right now the market acquihire rate is ~$10-$100m per ai engineer.

you do not need to figure out a business model, you do not need GTM, you do not need funding.

just build things clankers want.