Luis

I build on the intersection of AI and crypto @wardenprotocol @runhaloxyz

previously @binance

[Luis @luisvae]

@pete_rizzo_ It’s not about sending bitcoin. It’s about communicating inside the riots through a Bluetooth WiFi mesh as mobile networks are both blocked or monitored within the riot space

[Luis @luisvae]

@rubo_rub3n Eso estaría guapísimo

[Luis @luisvae]

@bitfalls Let me know if you find an easy way

[Luis @luisvae]

@0xNairolf Also we can consider them the per default audits now? Vulnerabilities never found by humans are now picked up by the latest models. Why bother with legacy audits?

[Andy @andyyy]

Lending, spot DEX exchanges, and yield protocols are about to become extremely appealing from an R:R perspective.

DegenSpartan bull market is going to return to DeFi Summer names.

I'm nearly certain of it, here's why and how to position for it:

The Tokenization Supercycle is the most powerful undercurrent in the entire industry. Nothing else compares.

It's a multi year secular trend to bring trillions of dollars of assets onchain, which will grow DeFi value by 50x or more.

It's going to happen lightning fast, as well.

In addition to this force, a brutal bear market where $BTC only went down -50% but the alt complex lost 95% of value has created a seismic shake up in the philosophy of the industry's greatest investors: they are no longer settling for narratives and memetics, they want to see value and economics.

Founders are forced to adapt to the new climate to produce the same results as before.

(Many got rich without producing a ton of value, who will always exist in the industry, yet are now watching from the sidelines in a way...)

This is bullish.

Meanhwile, one can guess what these protocols are doing? Building real businesses. Building out better token structures. Thinking long-term and onboarding institutional players.

$ENA is one that comes directly to mind here but also $UNI, $AAVE, and to some extent $LINK. These protocols are improving their unit economics at the same that Wall Street is realizing they are 5 years behind onchain finance is about to swallow some part of their flow.

(They're in trouble).

Meanwhile, protocols with battle-tested smart contracts, efficient business lines, and a real founder presence with institutional allocators will re-rate hard.

$PENDLE & $MORPHO come to mind here.

The game for founders is a lot harder now, which in a way, makes our life easier as investors. Also, when the TL starts talking shit about Stani and Aave - it’s hard not to get perked up about DeFi OG tokens.

Higher.

[Luis @luisvae]

@Bankless There is not enough compute availability in the world for this

[Luis @luisvae]

@andyyy And everyones else

[Sashi @sashikantsingh_]

Anthropic plans to give each kid in America portion of its $80B in losses.

[Luis @luisvae]

@blaltarriba El sentido común brinda por su ausencia… nacionalidad no es igual a residencia. Donde pagas tus impuestos y vives es donde deberías votar, en España, Argentina, Dubái o la conchinchina

[Luis @luisvae]

@0xAbhiP Most KOLs never try the product

[Luis @luisvae]

To have access to a Pegasus you need to be a government or criminals with government or intelligence access. Licenses are very expensive and not everyone can have access to buy them. Attacks like that would be ultra targeted at high well known crypto holders, and still, those phones wouldn’t be carried with them when they are moving around.

[Luis @luisvae]

@NKhayal14 @rayhankoly46 @binance The token is not listed on Binsnce. It’s Binance alpha which is DEX, in this case pancake swap

[Luis @luisvae]

new frontier labs marketing stunt in the way

[Mario Nawfal @MarioNawfal]

🚨🇬🇧🇪🇺 A major Google Cloud outage is disrupting banking, payments, deliveries, and dozens of online services across Britain and parts of Europe.

Google reported elevated errors and intermittent network failures in its London-based cloud region, affecting more than 35 products.

Revolut customers have experienced severe problems accessing their accounts, including card payments and transferring money, though the company says customer funds and data remain safe.

HSBC, Lloyds Bank, Royal Mail, DPD, Rightmove, and Screwfix are among the other companies reporting service disruptions.

Google's engineers are investigating the problem, with no immediate workaround or confirmed timeline for full recovery.

Writer: Mhedi

[Luis @luisvae]

@leonabboud Power users cracked agents with the previous ones

[Luis @luisvae]

@lalo_trade There will be update on that timeline and execution 1-2 weeks

[Luis @luisvae]

The biggest lie pushed on the world in the XXI century: anything not left wing is fascism.

That in itself is fascism.

[Luis @luisvae]

@lalo_trade Migration

[Luis @luisvae]

@lvn_crypto It’s how it’s used in Europe

[Luis @luisvae]

@cryptomax65 @wardenprotocol I don’t know, I’m not a trader

[Luis @luisvae]

My agent keeps doing great trades on @wardenprotocol

Sold $Q for +$72.95 (+265.3%) on Warden Token Terminal https://t.co/WImV1rVI0N

[Luis @luisvae]

@0z_Dustin136 @wardenprotocol Still peanuts though! But agents should be getting the necessary data and tooling to trade properly