When you deposit into a vault, you're exposed to more than the vault itself: oracles, bridges, collateral, the sequencer, holders of vault roles.
Introducing risk scenario planning on DefiLlama.
* Maps every dependency that touches your deposit
* Models your max loss from each failure point
* Live now across 20 Morpho vaults
This is very interesting. Coinbase seems to have lowered their token spend ($$) to about half, by
1) routing to cheap inference like GLM 5.2 and Kimi 2.7 that are still pretty performant
2) Smart routing + caching
They still use the same tokens as before. Start of a trend?
Google Cloud has blocked our account, making some Railway services unavailable. We have escalated this directly with Google. The Railway Platform team has since confirmed access to Google Cloud and is working on restoring access to all workloads.
We have access to some of our Google Cloud–hosted infrastructure and are working to restore the rest of the service. We apologize for the disruption.
I couldn’t make it NYC.
Didn’t quite cut in SF.
Now?
I’m building something special in Islamabad, Pakistan. We’re a team of ex-Stripe, ex-McKinsey, ex-Wharton business analysts looking to revolutionize the payments ecosystem.
Reach out if interested. We’re quickly getting oversubscribed.
> spin up multiple parallel worktree agents with the same task
> in new chat, spin up more agents to compare and contrast previous agents work without telling them which agents generated what code
> GPT 5.1 Codex High implementations win the AI review 100% of the time
Midjourney runs fully on Bun
Server side routing: Bun
Runtime: Bun
Client side bundling: Bun
Scripts: Bun
Real-time generation previews: Bun
No framework beside vanilla React and no data management library. This enabled us to scale the site to millions with only ~5 full-timers. Plus some other semi-public tricks I usually only divulge at random parties
Maybe I should re-un-retire from conference talks and explain the stack one day...
it's clear at this point that there are 3 classes of crypto
i) commercial crypto
ii) casino crypto
iii) cypherpunk crypto
commercial crypto is RWAs, stablecoins, institutions
things that use crypto for its function in increasing the efficiency of finance
faster payments, faster settlement, better composability, and a universal API for money
this is mostly a positive development, but it does necessarily ignore most of the core ideals of why crypto was started
there are a lot of relatively invisible chokepoints of control here that most people have not woken up to
i.e., that 95% of stablecoins can be frozen or single sequencer censorship
casino crypto is mostly things that are borderline regulatory arbitrage and are heavily premised on speculation
too wild for institutions, but still not necessarily native to crypto ideals
most of the aim here seems to be making money
I don't have anything against this as I believe people should do whatever they do without harming others, but it's not something I'm personally interested in
the final, least prevalent and almost extinct class of crypto is the cypherpunk class
this is ironic as the cypherpunk class is responsible for starting the entire industry as well as underlying its most important set of functionality
satoshi was a cypherpunk
cypherpunks use cryptography and code to build systems of freedom
freedom from state overreach, freedom of speech, and the right to transact
this group gets confused for what is actually criminal behaviour like breaking the law or buying janky ass drugs on the darknet which does nothing but cheapen the ideals of liberty for some false virtual mental dopamine hit of being an edgelord
cypherpunks are libertarians and believe in free markets and understand that autonomous systems that can't be messed with are the only way to achieve this
the commercial and casino classes of crypto have had all the recent spotlight
but crypto without the cypherpunks is not crypto
I believe most of this has been a messaging, education, and storytelling problem
we are going to fix this and we are going to make crypto cypherpunk again
you are already seeing the ideals live within systems like zcash, but soon it will enflame everywhere
cypher/acc