Memecoins are the mindkiller. Distractions - not the end game - after decades of cryptography, math & game theory breakthroughs in our industry
A timeline cleanse to refocus on what serious founders are building as we inch closer to the convergence of AI, physical world platforms & crypto
Pretty profound for an ipo filing:
“For the entirety of its existence, human civilization has lived on a single celestial body: Earth. The current paradigm,
in which human civilization is confined to one planet, exposes humanity to existential threats that are unpredictable
and uncontrollable on a planetary scale. By moving beyond the only home we have ever known, we ensure species-
level redundancy and that the light of consciousness will not be tied to a single planet subject to the inevitable
hazards of a harsh and vast universe.
We do not want humans to have the same fate as dinosaurs.” - SpaceX S-1 @elonmusk
Great article. As we see DeFi continue to mature and better protect its users, circuit breakers and other rate limiters will become essential safeguards. This is evident as smart contracts become increasingly under pressure from advances in AI tooling.
"Humans can't win this race. Multisigs and governance need coordination. Even the best security team needs time to diagnose, decide, and act. The only thing that moves at attacker speed is code that was already running. A mechanical circuit breaker is the simplest version of that. It doesn't need to understand the attack, identify the attacker, or wake anyone up. It just slows the rate at which value can leave, no matter who's asking, the moment outflows cross a pre-set line."
the GDP of the US would be -3% if it wasn't for AI/GPU related capex in the last year
oracle cant tap any more money. private credit is in full retreat.. yet stablecoins are the fastest growing buyers of US Tbills
its a PERFECT moment for DeFi to be center stage of AI.
Met @0xZergs the first year we ran P2P and told him we'd back whatever company he started next. He said he wouldn't take a dollar until he was sure he had a path to a billion dollar valuation.
He stress tested a few ideas, found a promising path, put the round together, and we @VoltCapital are proud to have been the first supporters. After a few twists & turns here we are 5 years later.
Way to go @USDai_Official 🔥
Thrilled to announce our investment in MTS.
Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X.
We’re seeding it alongside other angel investors such as Dan Romero, Packy McCormick, Soona Amhaz, Julia DeWahl, Austin Rief, Ryan Delk, Jonathan Swanson and more.
The founding team includes @ChrisJBakke@theojaffee@gbrl_dick , @netcapgirl, among others.
MTS’s initial hosts include the above as well as @MarkHalperin@creatine_cycle@amitisinvesting@labenz@JackFarley96@jessegenet@stevesi , and more experts across tech, finance, politics, and culture.
MTS aims to be the best place in the world to make sense of what’s happening, *right now*, and it’ll be on X.
This was the original vision for CNN by the way. They called it “Randemonium”. The idea was, whatever the Current Thing happening in the world, put it on CNN full time, cover it from every possible angle, and keep it running until a more important Current Thing comes along.
The CNN model has to wait for something to happen IRL. But something is always happening on X. And of course, X is — and has always been, the real world. Or at the very least, it’s the place where the people who run the real world make sense of what’s happening.
Essentially, what the hell is happening and why? The world’s an incredibly complex and erratic place and trying to figure that out is a lifetime occupation.
Figuring that out is the occupation of MTS. To Monitor the Situation is to watch history in the making.
P.S. MTS is looking for hosts, guests, sponsors, teammates, and other monitors to help make sense of what’s happening. Reach out if this is you, and feel free to join the MTS discord.
This feels like a dream come true since I started Replit. As a designer, I’ve always found it challenging to collaborate smoothly with my engineering teammates. For a long time, I imagined what it would look like to have a true source of truth that makes collaboration effortless.
The infinite canvas didn’t just happen by accident. I’m incredibly proud of the team, and it’s been such a fun experience getting to work on cutting-edge technology while solving really hard problems.
If this resonates with you, come join us in building the future.
Evan Meagher, former CFO of @CoreWeave is joining https://t.co/3G1FcUsLPy as a Senior Advisor.
He brings hands-on experience financing and scaling GPU-backed infrastructure at global scale.
@tszzl Likely goes the same way Lisa Cook case did and judge just blocks it
What probably will happen though bc of this is when Powell’s chair term expires this year he will not also resign from board (which is typical) and instead stay on the board until 2028