Andrew B. | A Cryptonaut

JUST IN: 🇺🇸 SEC Chair Paul Atkins says tokenization innovation exemption for crypto firms could arrive within weeks.

🛠 March Dev Update - Tau API Complete, Docker Gone, Tables Algorithm Settled Three main accomplishments this month: 1. The Tau API is fully implemented with a complete test suite. The REPL now goes through the API. This is the foundation every external tool will build on. 2. Tau Net nodes now call Tau Language directly via native bindings. The Docker workaround is gone. 3. A first algorithm for Boolean function quantifier elimination has been settled. This unlocks table support, which is a feature the team has been working toward for a long time. Tables make it possible to implement real-life programs in the Tau Language. Handling arrays that may themselves contain arrays, which is essential for any practical application built on the network But, there is more: - Bitvector simplification rebuilt using reverse Polish notation. Single post-order traversal and faster than before - Web wallet refreshed, now connects to main mining node by default - BDD library being built for Tau formulas, which enables long-planned normalization optimizations - Docker containers created for easy local node setup (two commands) - Ohad's temporal extensions paper in progress - making Tau Language strictly more expressive than LTL "Now that the long effort of supporting tables is finally settled, I'm working on the paper with the temporal extensions of the Tau Language. It will be strictly more than LTL, and hopefully much more appealing to researchers in the field of formal methods and software synthesis." — Ohad Asor Timestamps & Speakers: 0:10 – Karim Kaddeche (Development Overview) 6:24 – Tomáš Klapka (Tau Language Developer) 7:45 – David Castro Esteban (Lead Developer) 10:16 – Lucca Tiemens (Tau Language Developer) 13:19 – Andrei Korotkoff (Senior Developer) 16:54 – Ohad Asor (Founder & CTO)

Gold once sat idle in vaults. Then markets built yield on top of it. Lending. Leasing. ETFs. Today that market generates hundreds of billions annually. Bitcoin is entering the same phase. The yield layer is coming.

Interesting! DFINITY researchers have found a way to enable new Internet Computer GPU nodes to run: — frontier LLMs (not just neural networks as today) — competitive speed & cost — inference verifiable i.e. "onchain" Notes...🧵

Why We Waited, and Why Now Is Exactly Right I want to be direct about something, because I think it matters for how you understand what IXS is and how we got here. We did not onboard US investors for most of our history. We watched our peers attempt it, and we watched some of them face enforcement risk that threatened to end businesses that had taken years to build. The United States was the largest market in the world and we deliberately chose not to operate inside it in any meaningful way. That decision cost us short-term revenue and it cost us some conversations with partners and investors who wanted US exposure. I would make the same decision again. The reason is simple. IXS is built on a regulatory foundation. Our took years to obtain and required demonstrating operational standards that most platforms in this industry have never bothered to build. Our DARE Bahamas licenses, broker-dealer, exchange, custody, including retail access, added a second jurisdiction-level proof point. Every deal we closed, every product we launched, every institutional relationship we built, happened within a licensed framework. That is not a marketing claim. It is the reason we are still here and the reason the institutions we work with trust us. Entering the United States without a clear legal pathway was not a strategic option. It was an invitation to regulatory risk that would have put everything we built at stake. We were not ready to accept that risk. More precisely: the US was not ready to offer the regulatory framework that would have made it rational to accept. That has changed. The combination of the GENIUS Act, the CLARITY Act's progress through Congress, the SEC's shift under Atkins, and the active support of the Treasury Department for digital asset infrastructure has created a regulatory environment in which a licensed, compliance-first operator like IXS can enter the US market without accepting existential legal risk. We are doing so via a chaperone broker-dealer agreement, a mechanism that allows IXS to operate in partnership with an SEC-registered broker-dealer, leveraging their regulatory status to begin. This is not a workaround. It is the standard pathway used by serious international financial institutions entering the US market. We are entering as what we are: a seven-year-old licensed institution that has closed 60+ transactions, and built infrastructure that works. Every dollar of stablecoin issued under the GENIUS Act needs to earn a yield. That yield has to come from somewhere. It will come from RWA, and we built the somewhere.

Your private keys never leave the Secure Element. Not once. Not ever. That's the whole point.

Celestia's next upgrade, Hibiscus (V7), goes live mid-March. Hibiscus introduces 2 features that expand cross-chain interoperability for networks on Celestia: - single-signature cross-chain transfers - cryptographic proof-based message verification Here's how it works:

agentic commerce is the next big thing

Bitcoin just experienced a full capitulation event. Price crashed from $83-84k last week to $63,677 right now - that's a 24% drop in 7 days. What's Happening: - Stochastic RSI hit its lowest level in Bitcoin's entire history - Fear & Greed Index at 12 (extreme fear) - Implied volatility spiked to 75% - highest since the ETF launch in 2024 - Dropped below its market mean for the first time in 924 days (over 2.5 years) The Selloff Details: On Feb 3rd, major exchanges including Coinbase, Binance, Kraken and Wintermute dumped over 55,850 BTC ($5B+) in just 30 minutes. That triggered $619M in liquidations, mostly longs getting wrecked. Trading volume on Feb 5th hit the highest of 2025. Institutional Moves: - MicroStrategy sitting on $2-2.3B unrealized loss - Weekly ETF outflows of $1.47B - World Liberty Financial sold $5M+ worth - Bhutan dumping holdings - Treasury Secretary Bessent confirmed no government Bitcoin bailout Technical Picture: Bitcoin is now trading 20% below estimated mining production cost. Futures open interest collapsed from $61B to $49B in a week. The capitulation metric just printed its second-largest spike in two years. Weekly RSI at levels last seen in early 2023. This is what a proper washout looks like. Market is shaking out weak hands hard.