Davey

@ExponentFinance @solsticefi Not eligible? How many phantom users neglected?

stSLX, @solsticefi's liquid staking token, is now available for yield trading on Exponent Lock in a fixed rate, gain leveraged exposure to its yield, or provide liquidity in the stSLX market ↓

@adultarts @solana @SolanaFndn Yeah can their be an alumni group?

@solana @SolanaFndn plot twist I still have my college email

JUST IN: Solana Summer School Spend your summer getting smart on the fastest network on earth. - 5 weeks of live lessons and office hours with @SolanaFndn DevRel - Special guest lecturers from across the ecosystem - Dedicated student resources - Plus something special for those who graduate 👀 Open to all current college students (must register with school email)

@DJSnM What if you end up hiding important info? Epstein flights etc

NTSB doesn't release cockpit voice recorders from crashes, except in this case they've released an image of a spectrogram. I'm not sure that's a good idea since you can probably reconstruct a lot of audio from the megabytes of data encoded in this image.

@hmalviya9 @brian_armstrong Wisdom

Talk about building an onchain reputation before you start building an infra to unlock the next financial revolution. As long we can’t achieve self regulation by building onchain reputation layer on top of blockchains we can’t really do anything aligned with the core ethos of decentralization.

Major areas where the financial system still needs an update: 1. Tokenization of real-world assets - Real estate, stocks, bonds, funds, etc. onchain for instant settlement, fractional ownership & massive distribution. 2. 24/7 Global trading - Pooled global liquidity, every asset, every person, with great leverage and capital efficiency. 3. Next-gen payments - Near-instant, low-cost global transfers using stablecoins, including for Agentic payments. 4. AI-powered risk, credit, compliance, and advice - Better decisions, less fraud, and broader access to capital. Everyone gets access to a great financial advisor. 5. Innovation friendly regulation - Move from one-size-fits-all to risk-based rules that encourage innovation and competition instead of stifling it. 6. Expanded access - Open protocols that reduce middlemen and self-custodial wallets to expand access to everyone with a smartphone. 7. Capital formation - Low cost and turnkey for anyone to raise money for a good idea, increasing the number of startups. 8. Sound money - A refuge from inflation, when discipline is lost in fiat money. Jobs not done until we get these working for all. Will require lots of tech innovation and policy work to get there.

@FedericoGalavis Will there be a celebration party? Or at least at a book viewing meetup at whatever SM bar has a good happy hour?

I am happy to announce that the publication by Santa Monica College (SMC) of a book on the year-long 2024 Digital Arts Festival: DNA Festival Santa Monica. It celebrated over 40 years of collaborations between LA ACM SIGGRAPH and EZTV and expanded into a multi-venue series of exhibitions, panel discussions, and live performances. The book focuses on the "Fourth of Four" exhibition, a 40-year retrospective survey of 24 digital artists including myself and it was curated by Joan Collins, @mjmasucci, and @Acevedomedia (who also designed the book/catalogue). With contributing guest essay by Zsofi Valyi-Nagy. @z_s_v_n DNA was by far the largest digital art festival in the city that year. In addition to several SMC campuses, events were held at 18th Street Arts Center and various galleries, including Berman Art Projects, bG GALLERY, William Turner Gallery, ROSEGALLERY, and academia’s first holographic theater at iEXCEL at UNMC. The broad range of artists included digital art pioneers Rebecca Allen, David Em, Maija Beeton, Vibeke Sørensen, Paul Brown, Karl Sims, Mark C., Sheriann Ki Sun Burnham, Diane Piepol, JON 9, Kevin Mack, and Clayton Campbell, as well as contemporary artists such as Alina Kalinouskaya, Federico Galavis, choreographer Donna Sternberg; holographic experiments with scientists Gregory Carpenter, DrPH, and Michael Hollins; a panel on AI-informed architecture organized by producer Summer Varde, NCARB, PCC, PCAC; exhibitions by David Hockney and Larry Bell; writings by performance artist Barbara T. Smith; and a panel on classic telepresence by Anastasia Chernysheva with Kit Galloway. Special acknowledgment to SMC’s Walter Meyer and Sheila Cordova, AIA, for their enormous contributions, creativity, vision, and support, without which this would not have grown from a tiny grassroots artists’ effort into a 12-venue year-long survey of digital art spanning nearly 50 years, plus live multimedia performances, panel discussions, and site-specific installations. Thank you @mrsjoancollins @mjmasucci @Acevedomedia. It was a true honor to be part of this show. Plans are underway to stage another DNA Festival in 2027.

@ToolySOL phrase originally from Oscar Wilde's 1892 play Lady Windermere's Fan (often phrased as "a man who knows the price of everything and the value of nothing"), describes a cynic who obsessively measures the monetary cost of an item but completely misses underlying worth or meaning

@RealEmilBarr @elonmusk $1 a day ? Huh? Musk was a silver spoon apartheid kid. Sad to see a generation of delusional unhealthy thinkers coming out

So here’s the hard truth: extraordinary accomplishments require extraordinary sacrifices. @elonmusk slept on factory floors at Tesla and lived off $1 per day in his 20s. Kobe Bryant trained at 4 am, even in the off-season. J.K. Rowling wrote Harry Potter in coffee shops to save on heating bills. I argue that in today’s economy, it’s completely possible to reach financial freedom by your mid-20s, but you can’t do it without being prepared to sacrifice. But that’s not something many young people want to hear. Thank you to @foxandfriends for having me on.

@aiecosystemhq How does he feel about government "workers" ?

Marc Andreessen told Joe Rogan exactly why AI workers beat human workers. And he did not hold back. "Never gets drunk. Never gets sick. Never gets depressed because his girlfriend broke up with him. Never files HR complaints." No bad days. No personal problems. No drama. Just work. Every single time. 👉 Follow @aiecosystemhq to stay updated. #AI #MarcAndreessen #FutureOfWork

@scottastevenson If investors actually cared wouldn't revenue reporting be by their auditing firms?

It’s time to expose a huge scam in AI startups: Contracted ARR The reason many AI startups are crushing revenue records is because they are using a dishonest metric The biggest funds in the world are supporting this and misleading journalists for PR coverage. The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M). They report $3M as “ARR” — even though they’re only collecting $1M right now. The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract. In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation. On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins. At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing. And a wave of enterprise AI companies may collapse.

@willdepue Nice art. But what about the civilians harmed by the killer AI algos, Dept of War etc ?

proposing the flag of artificial superintelligence

@bentossell Still have interest in infrastructure?

my first fund just hit 5x! i had a potential GP last year who didn't invest because they weren't sure I was a 5x returner second fund also doing pretty well third is currently in-progress

@cosmos_inst @Brendan_McCord @jackclarkSF Any talk on our ethics of targeting so many civilians in our wars?

"Everyone needs a part of their life where you're making your own decisions, including mistakes." At this year's Cosmos Lecture at the University of Oxford, @Brendan_McCord and @jackclarkSF sat down to discuss what AI cannot do for us, whether Claude makes us better thinkers, and what Jack wants future AI systems to know about humanity. Full interview below:

@jackclarkSF Any ethics with human rights & work with Department of War?

Many people act like AI policy is some mystery where the right solution demands some kind of Policy Einstein who invents general relativity for tech regulation. This isn't true at all! There are many sensible ideas we could do today. All we need to do is choose to do them.

@hosseeb Looks cool. Why only Arbitrum ?

CLOBs are not going to take us to the RWA promised land. Today Hyperliquid owns the liquidity for a handful of RWA macro names. But outside the top 10 traded assets (which are ~90% of volume) liquidity falls off a cliff. When there's enough retail demand, order books can work. But "perps on everything" is a different problem, and TradFi solved it decades ago. The answer isn't every venue rebuilding its own order book. That's not what Robinhood does, it's not what Schwab does, and it's not what DeFi should be doing either. Building your own book for every asset means bootstrapping demand ticker by ticker, renting liquidity with subsidies, and ending up with thin markets that blow out 200x the moment news hits. It's like sucking the ocean of TradFi liquidity through a straw. Variational skips all of it via the RFQ model. RFQ is how institutions like Dragonfly actually trade. In RFQ, dealers quote just-in-time and hedge on the primary venue as orders come in. This lets Variational mainline TradFi liquidity directly and mirror it on-chain. Margin in smart contracts, settlement in stablecoins, liquidity aggregated from the people who already trade on the biggest underlying markets, like the CME and NYSE. It makes it permissionless to access the same depth and spreads the big boys get. With the cold start problem gone, new markets can ship at the speed of software. By next year I expect RWA perps to be the biggest contract class on-chain, bigger than BTC and ETH perps combined. That's how crypto truly becomes the market for everything. I believe the platform that wins that won't look like a traditional exchange. Proud to lead Variational's $50M Series A. Watch this space.

@hosseeb Which RWA's likely to lead?

@0xAmol Well said. Any thoughts on the value of good user edu?

okay. it's time to give this a shot. i've tried solana perps for years they sucked. i quit trading on them for most of 2025 - abandoned jup perps / drift completely because they simply refused to improve but I am hopeful and always willing to give any solana product a shot. @PhoenixTrade exp so far: 1) onboarding was quick 2) i like being asked for 'Enable one-click trading' good feature to have but keep it optional 3) Deposit funds was clean but sometimes I do like separate wallet creation where I can manually move funds into dex wallet (axiom e.g) 4) the charts load really fast and smoothly across time frames and zoom (in/out) - i have a wide screen this was always messy on ostium for some reason 5) portfolio page + rewards page is clean 6) multi-account connections is good! 7) withdraw and deposits both quick and easy 8) i love the visual liq price line suggestions: 1) give me auto swap natively built - if i have sol, usdg, usdt etc. and I want to 'Deposit' into platform - do it for me. make my life easier 2) don't know what this blockhash expired error is at bottom right when I click 'Enable' one-click 3) create a running p&l top right, beside deposited. it makes it fun :) 4) when I used Aptos for a few months for trading on @Merkle_Trade - i loved their gamification aspect. leaderboard in p&l, badges, instant reimbursement to turn earned points into $, spin-the-wheel on points earned to maybe earn less fees, more $, etc. 5) show me on each trade execution the avg. price impact I may have. given your exchange rn has low liq. i'd want to know. 6) make portfolio p&l page shareable. people like to flex in both %, $ or levg. % in trade section 7) orderbook is a bit squished for me. let me make both dialog boxes wider (ob + execution box) 8) add twaps/vwap execution (this should be a norm now imo on dex's) 9) iceberg orders too 10) in dialog box of post-trade execution, i dont care about network fee. sol natives don't care and non-natives won't know. 11) do show me how much % liq price is from current execution. give me more data! if you want to take down the big dogs like HL, do things others are simply not doing. 1) execution quality score (data for you!) 2) depth consumed on each trade 3) vol /price impact during execution 4) shit, show me why my revenge trading of 8 trades back-to-back broke my positive p&l streak a) show the above by avg trade held b) fees, levg. avg. and funding eaten c) show me on date/time chart when i perform better for my p&l 5) give me l2 ob data market wide, heatmap data like tickblaze, kaiko, sienna charts etc. - i mean i'd pay for these services separately - give it to me right in my main trading platform for now it's what i have. im impressed by general clean ui/ux feel and execution (thus far)

@PhoenixTrade What about edu partners ?

Phoenix builder codes are live. Flight Codes let any trading app, terminal, bot, or agent route order flow to Phoenix and collect a fee on every trade.

@shauseth Or who is the Epstein protege bribing there?

the question you need to be asking is “what delicious ice cream is almost nobody eating”

@nathanclark_ Don't forget when pay for Gemini it quickly gets used up and support is utterly horrendous. How is this monopolies horrendous support even legal?

it’s in gemini, just create it in ai studio. oh, that’s for your personal google one account. for workspace you need gemini business. no, not gemini advanced, that’s ai pro now. unless you need ai ultra. oh agents? you do that in spark actually. no, not gemini api managed agents, that’s different. for coding use jules. unless you mean the agentic ide, that’s antigravity. no, that’s the old antigravity, download the new one. actually gemini cli is being deprecated, use antigravity cli. no the flash model is smarter than the pro model. unless you need pro. if it’s video, use flow. no, flow uses veo. no, nano banana is images. actually that’s in gemini now. unless you’re in search, then it’s ai mode. no, research is notebooklm. anyway it’s all very simple.

@CryptoMikli Is this the same guy working with Utah's military authority data center?

Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch