Mitchell

strategy @offchain + @zerodev_app • prev @goldskyio @tpg @goldmansachs

[Mitchell @v02max]

@mdudas @krakenfx Same, 25k ETH

Amazing conversation with Mark from .@CoinbaseSupport

[icebergy ❄️ @Icebergy]

Excited to share that I’ve joined @Offchain, working across Tandem, the VC arm, and the Onchain Labs incubator.

I’ve spent the last few months working with @rialto_xyz, which launches today. Check it out.

If you’re building in crypto or raising, reach out dms are open

[deployer @0xDeployer]

shoutout to @RobinhoodCrypto and the @Offchain team for a smooth Robinhood Chain rollout.

we've been building with them for months so bankr would be live on day 1.

humans trade robinhood chain in plain english. agents go further: bankr gives any agent a wallet, trading rails, and automations out of the box. an agent can hold NVDA, run a weekly rebalancing strategy, and pay for its own compute, all from one account.

agents holding stocks. that's new.

[rialto @rialto_xyz]

https://t.co/6oSFeNzqGp

[Harry Kalodner (💙,💙) @hkalodner]

So excited to see Robinhood Chain Mainnet go live.

One of the things I've always believed is that blockchain succeeds when people don't have to think about the blockchain.

That's why we've spent years building @Arbitrum to give enterprises like @RobinhoodApp the trust, performance and customizable infrastructure they need to bring the next generation of financial products onchain.

Now it's helping Robinhood deliver a better financial experience through faster settlement, lower costs, and seamless access to tokenized assets and DeFi.

This is a huge step toward scaling the global economy and I'm proud to see Arbitrum powering it.

[𝗵𝘂𝗻𝘁𝗲𝗿 @BFreshHB]

btw robinhood chain is

> 4x faster than @solana
> 10x faster than @base

[Jelani Nelson @minilek]

Update: I've joined @AnthropicAI and taken leave from the university. Excited to work with many talented, mission-driven people on the defining technology of our time.

[Rob Hadick ＞|＜ @HadickM]

@JasonYanowitz The amount of corporates working on their own blockchain suggests your first statement is not something a lot of people agree with

And we are going to see SOOO many more stablecoins

[Mitchell @v02max]

@danrobinson

[nic carter @nic_carter]

OpenUSD confirms that issuer-keeps-the-float economics for stablecoins are over.

[Mitchell Hashimoto @mitchellh]

Amongst my friends, Spotify is the lowest quality consumer app we still pay for. It certainly hasnt gotten noticeably better in the last couple years (arguably worse). So, this is not the positive look Ant and Spotify are spinning here.

Bigger picture, this is the problem with a lot of AI reporting. It reports completely meaningless metrics like deploys per day or LoC. Why don’t we start reporting consumer satisfaction reports? Actually end state research results.

All the no nuance AI people always come out and think that this is anti AI. Again, I think AI is great and Claude is great. But this is bad marketing and makes both look like clowns.

[Guillermo Rauch @rauchg]

Learn to ship. Shipping is a skill distinct from coding. Shipping is designing, coding, QAing, story-telling, teaching, marketing, selling, pivoting, iterating…

It used to be that coding dominated in importance because of coding ability scarcity. AI will push you to go further.

[Alex Stamos @alexstamos]

It's been two weeks and the leading US model, Fable, is still banned by the White House with no explicit Congressional Authorization, no written rule that was broken, and no technical justification. In the meantime, our Chinese adversaries released a model that rivals our best.

[Robinhood @RobinhoodApp]

Look up.

Robinhood Presents: The World is Flat. July 1 at 7:00 PM BST/2:00 PM EDT. 51°29'N, 0°00'W.

[Blockspace @blockspace]

NEW @gwartygwart show w/ @ivo_crnkovic: Next-Gen Prediction Markets

"We're allowing price discovery on things that don't have oracles because perps are going to win things with oracles."

Brought to you by @ellipsis_labs

[AzFlin 🗿 @AzFlin]

SOL Terra and Luna ?

You’re trolling

[Ali Yahya @alive_]

"Agentic commerce" is not as interesting for crypto as people like to think.

Credit cards actually work better than stablecoins for almost all kinds of agentic payments. They are reliable and universally accepted. And contrary to what most people think, they are also programmable, secure, and easy for agents to use on behalf of humans.

The more interesting use cases of crypto will be the those that enable agent-to-agent coordination. AI agents will soon want to do more than just pay for things. They will want to enter into enforceable agreements with each other.

For example, one agent might want to hire another for a specific job, but not want to pay until after the work is complete, and only if it meets certain criteria. At the same time, the agent doing the work might want some assurance that it's going to get paid when it finishes the job. This is the kind of problem that blockchains were born to solve.

The agents can use a smart contract that holds the funds in escrow and releases them only once the work is completed. This approach works especially well when the quality of the agent's work can be verified programmatically by the smart contract, but it could be extended to other kinds of work by relying on a third party "judge"—which itself could be another agent.

To make this concrete, imagine that you're an AI researcher using agents to train a new model. You might setup a @karpathy-style autoresearch loop where your agent runs many autonomous experiments on your LLM setup to discover improvements. Or better yet, your agent may want to delegate some of those experiments to a marketplace of other agents—some of which are specialized for LLM-optimization.

The agents involved will not necessarily trust one another, and they cannot easily rely on legal contracts to enforce agreements. Smart contracts on blockchains can help coordinate this kind of activity by creating a neutral environment with rules that are programmatically enforced.

Who is working on using crypto to enable agent-to-agent coordination?

[David Senra @davidsenra]

.@JoshuaKushner has this great quote:

“If you have to choose between the most experienced person, or the most educated person, or the person who wants it the most, you always pick the person who wants it the most.”

@danawhite on taking risks and going for it:

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

Adobe just deferred a $500M ARR price hike for Creative Cloud. First crack in B2B pricing power since 2022.

If Adobe, the king of price hikes, backs off, that's a big deal.

[Kaz Nejatian @nejatian]

Quite a lot but I think it all comes down to this: no one in the founder seat and managers optimizing for not looking bad. Company basically had outsourced all its decisions to consultants who had become leaches bleeding the company dry. And because good people kept not being listened to and consultants were running the place, it had become very hard to recruit excellent people.

You’d be interested to know that I am pretty sure Opendoor has now more ex-YC founders from S14 batch as employees than any company (including any S14 company!).

Half of our Eng leadership channel is YC founders (not just S14).

[trent.eth @trent_vanepps]

https://t.co/k2GESeuJuE