Stefan Cohen

Partner @baincapcrypto / Growth Explorer / Amateur Oil Painter

[Stefan Cohen @stefancoh]

this is what blockchains and stablecoins are made for

[Matthew Prince 🌥 @eastdakota]

@dee_bosa Clearly it’s going to be pay to crawl. Now just need the protocols and infrastructure to support the volume it’ll require. Working on it.

[Stefan Cohen @stefancoh]

It’s happening

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Bankless @Bankless]

INTERVIEW: The CEO of @Cloudflare thinks

"we are on the cusp of a golden age of content creation"

....because AI Agents + Stablecoins can shift the internet from an ad-based business model, to direct monetization

Cloudflare is working on their $NET stablecoin in order to make the robots pay

Episode out Monday, Early access out today!

[Stefan Cohen @stefancoh]

@hosseeb @udiWertheimer same

[Stefan Cohen @stefancoh]

Excited to continue our partnership with @variational_io

[Variational @variational_io]

We’ve raised $50M led by @dragonfly_xyz to go all in on RWAs and bring TradFi liquidity on-chain.

Today, we're launching Phase 1 of our RWA rollout to stress-test our infrastructure before bringing 100+ TradFi markets on-chain this summer.

[Stefan Cohen @stefancoh]

The internet is breaking - very quickly our biometrics will become more important to assert humanness

[USV @usv]

The next authentication layer won't be passwords or CAPTCHAs. It'll be something far more personal.

[Stefan Cohen @stefancoh]

Huge congrats @turnkeyhq. The internet needs verifiability and Turnkey provides horizontal infrastructure to support it!

[Turnkey 🔑 @turnkeyhq]

Thrilled to announce a $12.5M strategic investment to meet accelerating demand for crypto wallets and verifiable computing.

With participation from @circle_ventures, @archetypevc, and existing investors @BainCapCrypto, @FactionVC, @galaxyhq, @sequoia, and @variantfund.

[Stefan Cohen @stefancoh]

@cdixon congrats Eddy, well deserved!

[Stefan Cohen @stefancoh]

@cdixon huge congrats!

[Stefan Cohen @stefancoh]

@celestia

[a16z crypto @a16zcrypto]

"Where is the real Alex?"

At the @worldnetwork livestream, multiple deepfake versions of @alexblania joined a Zoom, until proof of human verified the real one.

Blania: "We really need to know on the other side who we're talking to."

[Stefan Cohen @stefancoh]

well put - strong agreement

[sam lessin 🏴‍☠️ @lessin]

A bunch of people have written me back saying this was the best newsletter I have ever sent (flattering) ... so here it is for those who don't subscribe: AI Is Not a Labor Crisis. It Is a Meaning Crisis.

[Parth Chopra @pchopra28]

I've been practicing vipassana meditation (goenka lineage) for many years now

Recently, my friends and I have found much more joy and consistency when we sit together

So we converted part of our office into a place for NYC friends to come and sit with us

We do weekly 30min-1hr sits. If you'd like to join one, just DM me!

[Superstate @SuperstateInc]

1/ Natively tokenized @galaxyhq shares are now available on @Kamino’s Superstate Market.

Eligible ex-US investors can bring shares onto @solana through Superstate and use them as collateral to borrow stables.

The real shares of a major public company have entered DeFi.

[Chase Lochmiller @ChaseLochmiller]

@CrusoeAI 🤝 @Microsoft

https://t.co/rpMplAZafC

[Stefan Cohen @stefancoh]

proof of human is an imperative for society

[Alex Blania @alexblania]

Agentic capability is improving fast. We believe Proof of Human is becoming critical for the internet and many of the platforms we use (like X).

This paper explains why FaceID, face biometrics & government IDs won’t solve the problem, and what properties are most important.

[Sandro Herbig @sandroherbig]

1/ Proof of Human is becoming increasingly critical. In the limit democracy and human agency depend on it.

But building Proof of Human is unexpectedly challenging.

FaceID doesn't prevent one person to fabricate human presence for thousands of AI agents.

Government ID based Proof of Human is a surveillance risk and only 1b out of 8 billion people have verifiable IDs.

An anti-surveillance and effective Proof of Human that actually empowers people requires new technology [paper linked in thread] 🧵

[Stefan Cohen @stefancoh]

@nikitabier @justalexoki For iPhone you can use apple’s app attestations to insure that the tweet was typed from a smartphone. This only works for iPhone iOS, but it could be a cool experiment in proving that a human wrote a tweet.

[Stefan Cohen @stefancoh]

@shiraeis this all tracks

[Stefan Cohen @stefancoh]

signing up for erebor, pretty refreshing a bank that uses passkeys