we shipped Trench. go ahead and try to break it.
📢 open beta is now live with a $10,000 bug bounty.
👀 IMPORTANT: don't complain if you just find alphas instead of bugs.
Every major player is racing to build agentic payments infrastructure: traditional payment rails, crypto protocols, AI platforms.
Here's how NEAR is uniquely architected to power agentic commerce ↓
Excited to share that I’m joining @Covalent_HQ.
My focus is to build inference-driven products on top of Covalent’s low-latency, high-fidelity data layer.
My thesis:
The last major shift in computing was on-prem to cloud, which unlocked the SaaS wave.
We’re now at the cusp of the next major shift: SaaS to inference-driven experiences.
AI models are quickly becoming commoditized. Everyone can rent intelligence.
So where does the real advantage come from?
The data layer.
Quality, latency, and reliability compound over time.
Models are just the vehicle. Data drives the experience.
That’s why Covalent made sense to me.
@gane5h built the hardest part first — best-in-class data infrastructure.
Now it’s time to build the products that make inference the default way people experience web3.
Time to lock in.
Was a great conversation about how to look at the prediction market category and how it can evolve from here
A major realization for me was that no one is talking about the application of these ideas in designing prediction market adjacent applications that can draw more people into the ecosystem.
As Polymarket/Kalshi evolve and bettor edge starts eroding, people will need to start flocking to PM adjacent apps to generate comparable returns
PS: Also, I'm sorry for anyone from Michigan that tuned in :)
Money is changing and we’re enabling it!
Thrilled to announce our $16M strategic round to scale stablecoin payments, led by @tether and @IDGCapital
Read more on our blog 👉 https://t.co/bcqavJZ99m
📣📣 Excited to announce @Covalent_HQ's Data Co-Processor - streaming structured data in under a second - so agents and trading applications can speed run the chain! 🎉
For the past couple of days, I've been talking about the Latency Crisis - chains becoming high throughput, APIs being slow, wallets feel broken, and agents hallucinating.
We didn't just identity the problem - we built a new primitive to solve it.
🎮 And Yes… We Built a Game
To show, not tell what a streaming architecture can do, we're launching a real-time blockchain-powered game built entirely on the data co-processor.
Play it here → https://t.co/Nc8GMEAvyb
--
What Comes Next
Over the next couple of days, I'll be writing extensively about:
- The tech: architecture, edge cases, guarantees
- Business impact: new product use-cases, cost structure and speed
- Ecosystem impact: why agents, games, bots and reactive apps need this now
- How to build it - with patterns, templates and examples
This is how we end the Latency Crisis. 💪
Let’s #SpeedRunTheChain
🧵
We’ve been building quietly, sharpening our product—and today Nomy becomes @HyperSignals_ai
This rebrand marks our shift to leading the next era of on-chain trading experiences. Hold tight—these next few weeks are going to be epic. 🚀
VanEck confirms that China and Russia are settling energy trades in Bitcoin.
De-dollarization is here.
The US should immediately end sanctions on Russia or its game over for the USD.
ANNOUNCEMENT 🎉
After 10+ months of building, we're announcing Biconomy Network - The Universal Interface to All Chains 🌎
A thread on how we're making all chains feel like ONE 👇
Read the full announcement:
@KasuFinance is LIVE!
They are raising the bar in DeFi x RWA with stable, transparent, and uncorrelated returns.. open to lenders worldwide, including the US.
Our deep dive blog post into what Kasu is building coming soon.
Try them out at https://t.co/0brviN25sS
LARRY FINK SHILLING BITCOIN AT THE WORLD ECONOMIC FORUM
"If you're frightened about debasement or local political instability, you have an international instrument called Bitcoin to overcome those fears."
"We could see $500K, $600K, $700K per BTC"
🎉Excited to partner with @Scroll_ZKP to bring Chain Abstraction to Scroll apps! 📜
Here’s what this unlocks for dApps and users:
🔹Ability to spend your USDC, USDT, and ETH balances from any chain directly on Scroll, without bridging.
🔹A native multi-chain experience that works seamlessly with any wallet like Metamask, Rabby, Arcana, etc.
🔹Freedom to pay gas fees in USDC/USDT without worrying about native gas tokens.
Enable Chain Abstraction in your app with our SDK:
👉Try it: https://t.co/dTGueSJZwx
👉Docs: https://t.co/or1tD0XgJ7
Learn more: https://t.co/ss4RJVQr2e
‘AI agents are the new digital workforce and a multi trillion dollar opportunity’ - NVIDIA CEO Jensen Huang at CES 2025
Here’s a sneak peak on AI agents landscape in crypto and what’s cooking behind the scenes at @Covalent_HQ
https://t.co/4PIZWZPEge
I've been playing with a lot of DeFi agents lately.
TBH, I would never trust any of these agents with the private keys to my main wallet.
Mismanagement of funds, execute unauthorized trades, etc.
Beyond DeFi agents, these agents have issues with generating inappropriate content, hallucinations and project injections. It's easy to jail break these LLMs.
You are starting to see some of this with @aixbt_agent off late - looks like someone is poisoning the data.
These issues undermine user trust and are barriers to main stream adoption.
What a product spec would look like for an agent guardrails system? Thinking out aloud:
1️⃣ Deterministic checks like schema validation, RegEx patterns
2⃣ LLM-based evaluations: detecting gibberish, scanning for prompt injections, jail breaking
3⃣ Integration with minimal code changes
4⃣ Minimal latency, should not impact user experience
5⃣ Extensible with proprietary datasets without losing custody of that dataset using zkTLS
6⃣ Guardrails not just theoretical, but verifiable onchain. Every decision or restriction should be backed by auditable, immutable blockchain data. Obviously from @Covalent_HQ.
AI agents are the future, but require the right guardrails to ensure trust, verifiability, and accurate data.
🌜💳🌛 Introducing Moonwell Card — Leveraging what's yours has never been easier!
Shop, dine, and travel globally while keeping your assets onchain.
Accepted at 44+ million merchants worldwide, Moonwell Card makes spending your crypto effortless.