Sven

WAGMI

[zokyo @zokyo_io]

Zokyo is pleased to announce the appointment of Dariusz Duminski as Chief Executive Officer.

Founder @hartejsengh is transitioning from CEO to Founder and Chairman. Hartej built Zokyo from the ground up with a clear standard: do the hard work properly, earn trust, and deliver outcomes that stand up to scrutiny. In his Chairman role, he will continue to guide long-term strategy and support key relationships across the ecosystem.

Dariusz has been a driving force behind many of Zokyo’s most complex engagements. His experience spans compliance, security, and tokenomics, with work across roughly 100 engagements in the Web3 space. Notably, he has driven the establishment of ADGM-registered DLT Foundations for IOTA and Solana, bringing a practical, regulator-aware approach to teams operating at global scale.

This transition comes at an important moment for the industry. MiCA has been fully active across the EU since December 2024, and ADGM continues to strengthen its position as a credible hub for digital assets. Expectations around governance, security, and disclosure are rising, and serious projects are prioritizing partners who can help them meet those standards without slowing innovation. AI is also accelerating how teams build - and raising the bar for disciplined security and due diligence.

Under Dariusz’s leadership, Zokyo will continue to strengthen its core services - security audits, compliance advisory, tokenomics design, while also actively developing new branches – software development and fundraising support. At the same time we are preparing for the next exciting chapter of our products and expanded capabilities. We will share updates as new initiatives are ready to be announced.

Want to work with Zokyo? Message us here or email [email protected] to start the conversation.

[Sven @sven_onchain]

@MG_web3 @HorusGroup_ Czesc moj bracie 👀

[Hedgie @HedgieMarkets]

🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles, echoing the financial engineering that triggered Enron's collapse and the 2008 mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private credit in off-balance-sheet deals by 2028. UBS notes AI debt building at $100 billion per quarter "raises eyebrows for anyone that has seen credit cycles."

The Structure
Off-balance-sheet debt through SPVs or joint ventures is becoming the standard for AI data center deals. Morgan Stanley structured Meta's $30 billion in an SPV tied to Blue Owl Capital, making it easier to raise another $30 billion in corporate bonds. Musk's xAI is pursuing a $20 billion SPV deal where its only exposure is paying rent on Nvidia chips via a 5-year lease. Google backstops crypto miners' data center debt, recording them as credit derivatives.

My Take
This is 2008-style financial engineering repackaged for AI. The key difference from the dot-com era is growth was financed with equity then. Now there's rapid capex growth driven by debt kept off balance sheet. When chips estimated to last five to six years may be obsolete in three, and companies structure deals where their only exposure is short-term leases, that's hidden leverage creating the opacity that preceded past crises. Meta keeping $30 billion off its balance sheet while UBS warns about $100 billion quarterly AI debt buildup shows the pattern I've been documenting where leverage accumulates outside traditional visibility.

Hedgie🤗

[Sven @sven_onchain]

@hartejsengh I need to get out of here 😭

[Sven @sven_onchain]

@hartejsengh Epic! we gotta hit the gym together sometime

[Shuyao Kong @hotpot_dao]

https://t.co/zmzlD6nLUk

[Sven @sven_onchain]

everyone talks about FOMO for token2049. sure i’d love to be there… but the JOMO (© @0xdaryashakh) is real too: CT quieter, telegram calmer, way more time for actual research instead of rushing to the next rooftop side event

[Sven @sven_onchain]

Grateful for the kind words 🙏 Always a pleasure to back builders who care about security as much as we do. Onwards indeed.

[Josh | Core Dæmon @Josh_Building]

As we wrap up Individual Tournament #2 (our biggest yet!), I want to give a huge thank you to our security partners @zokyo_io. ❤️

They’ve gone above & beyond — even out of hours — helping us deal with a recent basement dweller trying to take our game down.

Few teams live & breathe their craft like Zokyo. They don’t just talk the talk — they walk it. 🫡

Bright days ahead. Onwards.

[Chicken Genius @chickengenius]

Are you being a conservative / safe investor?
Do the maths and know you are fked.

The truth is most of you will never retire. Out of 1000s of you. Probably 1 or 2 of you lucky bastards will retire after 20 years of investing with your white hair and aging body and still probably won’t enjoy life. That’s you, risk adverse.

Jump off a plane?
Cliff dive?
Drift a car?
NEVER with your fat belly.

Think about your situation now. Goals are 5 - 10% a year? 20%? LMAO
Compound that and provided you don’t fk up a trade and maintain consistency record for 10 - 20 yrs.
What are odds? You can’t even trade properly for 1 yr. Talk about “long term”

The only way is taking trades with asymmetric risk + good risk management.
“Can this trade do a 2-3X more?”
“How much more upside vs downside”
“What if I’m wrong?”

Life is a simulation. It rewards passing difficult and painful test. It rewards risk taking. If you are in charge of the simulation, would you reward someone who is always scared? Do the hard shit. Be comfortable with uncertainty.

[Sven @sven_onchain]

@chrisdior777 good one!

[Sven @sven_onchain]

finally @ethereumfndn makes AI accountable

[Davide Crapis @DavideCrapis]

We’re starting a new AI Team at the Ethereum Foundation (the dAI Team).
Our mission: make Ethereum the preferred settlement and coordination layer for AIs and the machine economy.

The team will focus on two main areas:
- AI Economy on Ethereum = giving AI agents and robots ways to pay, coordinate, and follow rules without middlemen.
- Decentralized AI Stack = making sure the future of AI doesn’t rely only on a handful of entities but has open, verifiable censorship-resistant alternatives.

We believe Ethereum can be as useful for today’s AI developers as it will be for the sci-fi future. That’s why we’ll work closely with ecosystem projects to accelerate progress and push the boundaries of research and innovation at the intersection of AI and blockchains. Connecting two communities that have too often worked in parallel.

We’ll work side by side with both the Protocol and Ecosystem teams at the EF. Linking protocol improvements with the needs of AI builders, and funding innovative public goods that will make Ethereum the best home for AI.

Ethereum makes AI more trustworthy, and AI makes Ethereum more useful. The more intelligent agents transact, the more they need a neutral base layer for value and reputation. Ethereum benefits by becoming that layer and AI benefits by escaping lock-in to a few centralized platforms.

Acting with purpose and urgency, we’ll continue our recent work on ERC-8004—a standard for proving who an AI agent is and whether you can trust it— and continue to support new upgrades and standards. Inspired by the d/acc philosophy and Ethereum values, we’ll support projects that are leveraging Ethereum to build a more resilient and secure AI ecosystem where humans can flourish with AI.

Ethereum + AI is about making sure humans keep agency and AI can reach its potential. Neutral, verifiable, censorship-resistant infrastructure means AI works for the people, all of us.

The team starts with myself as lead, and we’re just getting started. Explore our job postings and resources below, and join us in building the future of decentralized AI on Ethereum.

[zokyo @zokyo_io]

We just launched our Capture the Flag platform🚩

Climb the leaderboard & prove you belong!

[zokyo @zokyo_io]

ICYMI

Here’s @hartejsengh sharing where Web3 security is today and where it’s headed.

Featured on Nasdaq @TradeTalks 🎥

[Sven @sven_onchain]

@ddimitrovv22 fuzzing is so underrated

[Sven @sven_onchain]

@imastephen_ @PayPal Well deserved, congrats to the whole team!

[Sven @sven_onchain]

@hartejsengh same 🤓

[Sven @sven_onchain]

don’t brag about your $20m raise if you can’t budget for a red team engagement. lazarus will happily balance your books for you

[diana chimes @DianaChimes]

"I work in crypto" timezones explained:
- CET: optimal
- ET: the one everyone caters to
- IST: never sleeps
- PT: morning people only

[Sven @sven_onchain]

this actually a big W by @ethereumfndn! ERC-7683 & ERC-7786 standardize intents & messaging, making L2s interoperable AF

https://t.co/w7uTnepuDq

[0xSammy @0xSammy]

https://t.co/7K1djerMuc