Arthur Meng | Hemera 🌞

JUST IN: McDonald's surpasses ETH in total market cap.

Our X account @socialscan_io was compromised in the last two days since Nov. 1st 13:52pm. We have re-gained control of the account. Malicious posts from that period were not from us and have been removed. We’ve secured the account and strengthened protections. Please ignore/report any DMs or links sent then. Thank you for your patience.

Our X account @socialscan_io has been hacked. It started posting phishing sites and fake TGE announcements. We are working with X to resolve it ASAP. In the meantime please use caution and do not interact with the fake announcements.

@socialscan_io This post was posted by a hacker. Do not click on the url.

LFG, gmonad

What would your ideal personal crypto investing assistant do? 🧠 Daily market briefings? 📊 PnL tracking across accounts? 🔍 DeFi yield farming strategies? ⚖️ Portfolio rebalancing suggestions? Now imagine it’s #AI-powered. Would that change your priorities and why?

Which under-valued feature is block AI from being your personal investment advisor in crypto? 🔹 Reliability – 24/7 uptime 🔹 Consistency – no hallucinations 🔹Verifiability – on‑chain, auditable logic that cuts centralization risk 🔹 Privacy – your trading secrets stay yours Thoughts?

@0xfishylosopher @PanteraCapital @dan_pantera @veradittakit Congrats!

I’m thrilled to announce that I’m joining @PanteraCapital for research and investments – at a moment where grassroots innovation in blockchain gets turbocharged by institutional adoption. Over the past decade, @dan_pantera , @veradittakit and Pantera’s venture team has played a foundational and consistent role in supporting the primitives for a new on-chain economy. From @coinbase to @Alchemy , from @circle to @OndoFinance , from @arbitrum to @MorphoLabs , Pantera has consistently backed winners across the crypto landscape. I see the current market shaped by 1/3 bottom-up innovation and 2/3 top-down distribution. The meteoric rise of Hyperliquid, pump. fun, Polymarket showcase the revolutionary power of grassroots innovations, while increased regulatory clarity has allowed broader integration of blockchains with both TradFi (ETFs, stablecoins, RWAs) and broader tech trends (FinTechs, AI, robotics). This convergence between protocol innovation and institutional adoption excites me as blockchains revolutionize the financial world. I discovered crypto as a Stanford freshman in the spring of 2022. As a double major in Computer Science and Philosophy, I was enthralled by NFTs, DAOs, and the idea of a new creator economy. But just six months later, crypto entered a deep winter, just as ChatGPT started dominating the headlines. As all my classmates pivoted towards AI, I doubled down on crypto, believing the philosophical principles of blockchains – trustlessness, permanence, and voluntariness – were worth fighting for. During the bear market, I rebuilt @StanfordCrypto and grew membership from less than 5 students to 150+ as President. Meanwhile, I dug deeper into DAOs, served as a Uniswap DAO delegate, and researched on-chain governance mechanisms like contestable auctions, quadratic voting, and RetroPGF. As a researcher, I drew upon my interdisciplinary background to work across Stanford’s Law and Engineering schools, teaching “CS 352B/LAW 1078: Blockchain Governance” with Prof. David Mazieres and Prof. Jeff Strnad. I also worked with Prof. Ari Juels’ group at @initc3org to publish peer-reviewed academic papers on DAOs and Trusted Execution Environments (TEEs) for USENIX and IEEE S&P, and my CS capstone was designing a multi-user TEE wallet with Prof. Dan Boneh. This academic background allowed me to understand the crucial role that research breakthroughs play in catalyzing innovation in the blockchain industry. At Pantera, my “north star” is to help researchers, students, and bold innovators with the wildest ideas – whether it’s in bottom-up mechanism innovations like futarchy-based governance, novel perps platforms, and AI-managed DeFi vaults; whether it’s the acceleration of frontier technologies like TEEs, ZKPs, MPC, FHE; whether it’s driving institutional adoption through stablecoin rails and real world assets. I joined Pantera for its founder-friendly history, star-studded team, and time-proven conviction in the blockchain frontier, and I hope that you too will join me on this journey to “bring blockchains everywhere.” Please don’t hesitate to reach out to me at jay@panteracapital.com.

@Harveycww 重大利好啊

时值7和8月交接，美国政策有了利好转变，解读昨晚美国SEC主席Paul Atkins发布的"Project Crypto"讲话 1. 说了什么？ “因此，对于那些受证券法约束的加密资产交易，我已要求工作人员提出量身定制的披露、豁免和安全港措施，其中包括所谓的‘首次代币发行’（ICO）、‘空投’以及空投奖励。针对这类交易，我们的目标应当是让发行方不再为了避免法律复杂性和诉讼而将美国人排除在参与之外，而是选择将美国人纳入其中，从而享受法律确定性和友好的监管环境。在我看来，如果我们坚持这一方向，创新将迎来一场‘寒武纪大爆发’。” — SEC 数字金融革命中的美国领导力 美国证券交易委员会主席 保罗·阿特金斯 2025年7月31日 2. 重点新举措 启动“加密计划”一项全委员会共同努力，旨在更新加密市场证券规则 3. 核心目标：将美国金融市场“链上化”，并将在上届政府打击行动中逃离的加密企业带回美国 4. 即将推出的主要政策变化： 明确的加密资产发行规则（ICO、空投等） 更新加密资产的托管要求 允许“超级应用”一个平台同时交易证券和非证券 支持去中心化金融 (DeFi) 为新商业模式提供创新豁免 5. 总结：SEC正在彻底转变策略，从严厉的执法转向积极推动美国的加密创新，具体的规则变化即将出台，以支持特朗普打造美国加密主导地位的愿景。 此次宣言标志着美国拥有了有史以来对crypto最为友好的监管环境，美国的crypto从业人员不用再天天被SEC追着跑和付大把钞票给诉讼律师了lol，SEC希望扭转加密货币公司外流的趋势，打造美国成为加密货币行业的中心（顺便以稳定币把美元推向全球、化债&巩固美国影响力） 以上，谢谢收看 MF纽约办公室的同事对此都非常喜闻乐见～撒花

The best combo I’ve found lately: Cursor IDE + Claude 4 — an absolute powerhouse for building fast. Cursor’s generous usage credits make it even more compelling (at least for now 👀). But with Claude Code and AWS Kiro entering the ring, I do wonder: How will Cursor defend its moat?🤔 Especially when non-technical builders still find IDEs intimidating. That onboarding gap might be the real frontier for GPT6 and Claude 6?

Product building will never be the same. Then: Founder shares vision → PM drafts PRD (days) → Iterates (days) → Wireframes (days) → More iterations → Designer creates UX/UI (days) → More back-and-forth → Dev finally starts. Now: Founder brain-dumps to GPT agent → PRD ready in minutes → Iterates in minutes → Cursor builds specs + wireframes → Iterations (2–3 hrs) → Dev starts. With GPT‑6, Claude‑6, DeepSeek R3—those hours of iteration (may) further shrink to minute #AI

After extensively using vibe coding over the past month or so, one thing is clear: contrary to the hype, good engineers and builders aren't losing their jobs anytime soon. AI isn't replacing talent; it's amplifying it. Skilled engineers will be more sought after than ever because they can now achieve 10X more. The next 6–24 months will redefine productivity, not redundancy. #AI #vibecoding

@Harveycww how's nyc

这周在MF纽约办公室一年一度的foundry program MF携手来自30个城市44个项目和79个生态建设者（展现了Monad生态的全球化以及多样性） 各种workshop和活动，旨在支持生态建设者一同推进Monad全球影响力和边界，随时都是加入Monad生态最好的时候，期待更多华语建设者加入Monad生态

Vibe coding is addictive... when you can "code" in natural language, the whole intuition that we've built up in the past two decades need to be re-built ground up ----- Power law is very counter-intuitive.

@keoneHD Hire a few AI agents. What are some of the major timedrains on top of your mind?

I need to become better at multitasking

In AI era, you either learn to drive AI and become 1000x (engineer, marketer, sales person etc), or you will be replaced by AI. #AI

@gork who are you and who made you?

@Harveycww @rayvo_xyz Legendary event! 🫡

今天下午在福田区组了个小范围的Madness HK后的Monad小聚，会分享下在Monad上build的经验，小范围仅限10人，想来的朋友说下，prefer founders lu.ma/9t0e8cci 谢谢 @rayvo_xyz 提供的场地

@TheMonadOG 👀

Follow @TheMonadOG & leave your comment below 👇

The crypto industry is deeply starving on long-term thinking and convicted founders. Plagued by the mindsets of getting quick bucks (sometimes a looot of quick bucks), crypto struggles to attract many young ambitious builders. Looking forward to @keoneHD and Monad team to keep delivering and attracting like-minded builders to the community.