Geoff Renaud | Invisible North

Will AI Make Crypto More Important or Less Relevant? Hear from @amoilsnisa (@a100xventures), Brian Trunzo (@SuccinctLabs), @loganjastremski (@FrictionlessVC), Sam Englebardt (@galaxyhq), @carlkvogel (@6thManVentures), and Michael Heinrich (@0G_labs) as they debate where the industry is headed next. Last remaining tickets are available. Request your invitation: outeastsummit.com/tickets

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Today we launched Arcium Mainnet! ☂️ This is the beginning of the confidential revolution for AI and finance! We're already the most-used confidential compute network in crypto, with over 1.6M confidential computations and 6M transactions on @solana. We'll not just scale on-chain confidentiality to bring all of traditional finance on-chain, but fundamentally, the next frontier is capturing confidential AI. The most secure, scalable and globally spanning AI product on the market will be unveiled in the coming days together with our plan to revolutionize how AI is being used with Arcium. The goal from here is colossal: make @Arcium the supercomputer that powers confidential AI and finance for the entire world!

Observation: Hyperliquid is doing well but HyperEVM is not. - Ventuals shut down. - Hypurrfi shut down. - Liminal faded off. - Felix/Hyperlend are pretty dead. - USDH proposal felt like a farce and was sunset by the Coinbase takeover anyways (which was the ideal outcome btw) - plus others that you forgot about or never knew the name of The only builder with meaningful product traction is @unitxyz as the primary deployer of HIP-3 markets (and maybe @Kinetiq_xyz for liquid staking). Unclear if there's any nepotism there with unit, but there is at minimum concentration risk. That concentration risk and the overall path so far for HyperEVM is discouraging for future builders. Most success has remained fairly limited to Hypercore. There's hesitation to building anything on HyperEVM in fear of either a) nobody caring (PMF) or b) HL building it themselves (existential risk) Similarly it is discouraging for users. There's little reason to take additional risk tying up their capital on HyperEVM with a protocol that is a) unlikely to airdrop and worse, b) likely to be defunct within the next year. A year ago that wasn't so clear. Today it is. Yet HL has stated clearly that building out the ecosystem and attracting builders is important to them. We haven't seen builder growth in the same way Solana was able to achieve in 2021-2022 or Ethereum before it. Perhaps that's just because crypto is now dead. And if so, then RIP. But maybe there's still a chance for the EVM. Let's see.