Jeremy

@DancingEddie_ So cute

that’s it we have to stop AI IMMEDIATELY

@LowBeta abt time

It's official: "onchain" not "on-chain" Footnote 1 from SEC guidance yesterday

@renyukong Throw @DialecticPod on that list

David Senra/Cheeky Pint/Patrick O'Shaughnessy required listening in new tech era

@0xCryptoSam NYC office unrivaled was a blast while it lasted!

Unfortunately, my team got cut in the layoffs. A disappointing outcome to an otherwise fantastic experience. I’m very grateful to have been a Messari Research Analyst. What I can confidently say is that quality thought-leadership is presently the most undervalued resource in crypto. The mediocrity of AI-driven writing and reasoning has convinced many that it is a suitable replacement for a research analyst. I promise you - it isn’t. Frontier technologies today (crypto, AI, robotics, quantum) are hyper-ideological and incredibly contentious. We’re entering a new era that demands human judgement and debate. LLMs will tell you what’s consensus. Ask any LLM today if an intelligent person should pivot from crypto to AI; they all say yes. We need thought-leaders willing to play 4D chess in public and get a couple moves wrong before they win the match. Humanity is incredibly undervalued in the 21st century. Lastly, the talent density at Messari was unlike anything I’ve ever seen. Any crypto companies hiring should reach out to myself, Diran, or any of the Messari folks directly to get in contact if you’re looking to hire.

@doomerfied DePIN is the frontier

[ DOOMER ] Y COMBINATOR ACCEPTS STARTUP BUILDING DEFENSE DEPIN, A DECENTRALIZED NETWORK WHERE USERS CAN EARN TOKENS FOR DEFENDING THEIR TERRITORY DURING WAR: FORTUNE

@familiarcow @NEARProtocol Huge

After over four years building THORChain, I’m starting a new chapter. I’m joining @NEARProtocol to build NEAR Intents, focusing on BD & growth. This is a conviction bet on DeFi, Privacy, AI, and the NEAR team. I couldn’t be more excited to join a strong ecosystem of builders. I think NEAR has several advantages that will help us accelerate the next wave of DeFi adoption (and far beyond) through Intents: 1) Market structure: There is no single unified marketplace. Instead, a competitive solver network sources the best price from anywhere. Competition is the edge. It’s why NEAR achieves strong price execution and continues to improve as the network grows 2) Privacy: Private transactions extend privacy to any connected asset without sacrificing self custody. Institutions and serious individuals don’t want their business to be your business. Ironically, many rely on centralized exchanges today for that privacy. We can bring that activity onchain without making everyone’s transactions public 3) Compliance: If DeFi wants broad adoption, sensible compliance is unavoidable. The challenge is doing it without compromising censorship resistance and permissionlessness. Serious actors will not come onchain unless their safety and users are protected 4) Deposit channels: This is gold standard UX. Send assets to an address and top up your onchain account. Simple & familiar, giving CEX-like parity without giving up self custody. That removes friction and accelerates adoption 5) Brand and trust: Branding is underrated infrastructure. NEAR is in the perfect position for this 6) Narrative alignment: Stablecoins as USD rails. Native Bitcoin rails. Blockchains as infrastructure. Onchain privacy. Agents transacting onchain. NEAR sits at the intersection of every major narrative that continues to gain momentum 7) AI alignment: Agents will play a growing role in everyday life. NEAR sits at the intersection of AI coordination and crypto rails. That convergence is only beginning and has yet to meaningfully play out, as the space is still very young. NEAR is an AI org at its core. 8) Builders who ship: I’ve been consistently impressed by the team’s velocity and focus on real products that improve users’ lives. Not vaporware. In the arena, trying things 9) A superset of all finance: Today the focus is crypto to crypto rails. The end state is much larger. Stocks, derivatives, forex, prediction markets, commodities, lending. Intents can become coordination infrastructure for all financial venues as they move onchain. 10) Beyond just finance: Intents are not limited to capital markets. They enable subjective requests executed by agents. Find an apartment, book a trip, sell a car, coordinate logistics. Intents as programmable infrastructure for real world coordination, not just finance. This is largely unexplored space which will grow massively in the coming years and Intents is the perfect coordination layer I still fully intend to remain a THORChain community member. That’s who I am and what I considered myself since Day 1 over five years ago and I don’t see that changing. I’m immensely proud of what we built over the last few years. I also will continue maintaining Rune Tools as the network continues to evolve. I’m infinitely grateful to those who helped me along the way, especially Chad, Gavin, and the 9R team who gave me the opportunity to work on the cutting edge. Personally, it’s very bittersweet for me and I’m sad to leave the team, but also very excited to start on a new chapter for myself. One where I think I have a major opportunity to help to accelerate DeFi, Bitcoin, AI alignment, & the principles that helped keep me in this space. Infinite thanks and gratitude to my friends and colleagues (you know who you are) I feel like I have so much more I want to accomplish and I couldn’t be more excited to be in the arena at the cutting edge of crypto rails, privacy, and AI at NEAR Much love ❤️ Tyler FamiliarCow

@LTCFoundation @DaddyCool1991 @conf3rence Hey team, looking to connect and get some clarity around some data!

Our own @DaddyCool1991 will be headlining @conf3rence 2026 this year in #Dortmund 🇩🇪

"Equity token" is just a new SPV, same wrapper, different rails. The real innovation is tokenizing the underlying asset, not the legal structure around it. Also worth remembering: companies often choose to stay private to avoid real-time price discovery. Not everything needs a token. 24/7 markets are already here (perps). Just look at gold OI/volumes on Hyperliquid this past weekend. The real disruption is tokenizing underlying assets, not equity wrappers.

Rome wasn't built in a day. It was built overnight, by @claudeai prompt: "Make no mistakes."

@tednotlasso Welcome!

life update: officially a first-time nyc resident as of today!! nowhere else matches the energy of nyc, excited to explore it all. lmk if you’re here too 🤠 and to any other California transplants, please share your survival secrets (like how do i still surf, hike, etc lol sos)

After a quick skim, here is my take on these changes & effects @NEARProtocol aims to have: First-Order Impacts: - Lower sell pressure from validators/stakers as emissions are cut in half (will this 50% cut lead to an exodus of validators/stakers or will the other incentive mechanism through governance keep them?) - Direct $NEAR demand created by Intents fee denomination (partners and frontends are paid in $NEAR, so they need to acquire or hold it) - Token buyback program started - Intents' $13B+ in settled volume is now a revenue-generating asset rather than just a growth metric Second Order Impacts: - If the deflationary flywheel kicks in, $NEAR supply dynamics start resembling a commodity with usage-driven scarcity rather than a typical inflationary L1 - Revenue-sharing in $NEAR incentivizes wallets, dApps, and distribution partners to actively promote Intents usage (they get paid more if volume grows), creating a self-reinforcing distribution network - NEAR AI pricing compute and agent transactions in $NEAR ties a potentially massive agentic economy to token demand (will agents choose to use NEAR or stables as their default payment method?) - The stablecoin transport play (STP being built on Intents) could make NEAR the settlement rail for institutional stablecoin flows (if that scales toward the projected $2T stablecoin market, fee generation could dwarf current Intents revenue. I need to dive deeper on this tho to see who else is involved) Overall, these should be net bullish changes in the long run as the transitions to an agent-focused world continue.

The big realization here is that crypto turned out to be just a step function rather than a paradigm shift (as we thought). Crypto is still one of the most important industries, but it will need to be coupled with other industries to truly thrive. I think the cypherpunk vision is really only left in projects like $ZEC. That is not a bad thing; rather, it gives the community a chance to rally behind something (your third path).

@NaytheForceBwU @FoundationCap Hellll yea

Excited to announce that I started at @FoundationCap this week on the investment team! Pumped to join the team that was one of the earliest backers for Solana. Even with sentiment where it is today, I’m doubling down and excited to partner with builders who are doing the same. Bittersweet leaving @MessariCrypto, I loved every second of it and will now be the largest consumer of all their research. If you’re building something bold, new, and a little crazy reach out!

@andyyy Non-empty rooms can also mean a growing base of builders. Deep bear ≠ empty rooms anymore

ETHDenver so far: - No airport sponsorships - Everyone thinks DATs were a terrible idea - Hyperliquid event had very solid group of familiar faces and builders + good new ones - Most people are very aware of the ongoing structural changes in the space, others just feel its cyclical - Chilly and windy - Folks continue to be excited about tokenization, equity/commodity perps, convergence of legacy finance and DeFi - Not sure what it is, but feels like industry is growing up (maybe were just getting older?) - Way less noise - Feels somber, but rooms aren't empty, so its not deep bear yet - There's a real community here of people who just will not leave no matter what, this is a good sign

@notthreadguy And that’s why u go to Chelsea Piers instead man

hi i’m equinox and i cost $400 a month to be a shockingly mid gym and im always so crowded you’ll never do the workout you planned oh and also i close at 7pm because i fucking hate you fuck you. bitch

So what I’m hearing is that the tech works. Lighter, Hyperliquid, & Ostium are passing with flying colors in this nosedive of a week

@jessiexiao_eth …..

Fml.

1/ A Valuation of Lighter (LIT) Key insights from my latest Messari report Under our base case, $LIT currently trades at a 33% discount, but with favorable tailwinds, it could rerate to a $26 billion FDV. Let’s break it down 🧵