Chris Bender

Reaching levels of bullishness never before seen: "Stablecoin adoption and onchain economic activity now reinforce each other in a loop that has made growth structurally irreversible."

Wow: "Stablecoin supply has grown roughly 60x since early 2020, from around $5B to around $300B, and now represents roughly 1.4% of U.S. M2."

@DougieDeLuca Also true even down to the chain security level - PoW/PoS make the "wealth-to-utility" curve as flat as possible Too convex and you get economies of scale, too concave and you get sybils (Real ones know the great zooko lecture)

in TradFi, the ability to shape your own financial position scales with how much money you already have. small accounts get products, large accounts get configurability. DeFi collapses that by making configurability a primitive. we're early to realizing the value of this imo

The vast majority of recent crypto hacks have been key compromise, which is pretty counterintuitive to me given that deep code analysis and coding agents are more practical for attackers to run at scale This makes me very bullish on @_SEAL_Org and increasingly bearish on formal verification e.g. here's every hack >$20M in the past year and whether or not formal methods would have helped: 2026: Kelp (293M) - no, AWS privilege compromise Drift (285M) - no, social engineering Resolv (25M) - no, KMS secret compromise Step Finance (40M) - no, social engineering Truebit (26M) - yes, overflow 2025: Upbit (36M) - no, low entropy signatures Balancer (128M) - yes, pool invariant violation SBI (24M) - no, key compromise SwissBorg (41M) - no, GitHub role compromise BTC Turk (48M) - no, key compromise CoinDCX (44M) - no, social engineering GMX (42M) - yes, re-entrancy Nobitex (82M) - no, key compromise Cetus (223M) - yes, overflow

Insider trading just moves prices to their true value faster, I don't see why everyone thinks it's such a big deal

@Deor "An online bookshelf is really cool concept too i might copy" — this would be a banger I suspect, if you curated your favorite essays/blogs

trying to get back into writing and posting more, wrote a small reflection on working with agents + a recap of things i read the past week. i also redesigned the site a bit link below

@dkazand @southsouthey @xenocosmography oh hell yeah

New Episode with @southsouthey On a gentle intro to The Philosophy of Nick Land (@xenocosmography) 00:00 - Who is Nick Land? 02:18 - The three Accelerationisms 05:10 - History's true protagonist isn't us 06:20 - Why is Land so influential in SV? 09:30 - Kant, Nietzsche & Heidegger 13:20 - Block time & retrocausality 14:20 - Steelmanning Land's esoteric practices 15:40 - Numerology, kabbalah & divination 17:23 - "The Numogram" explained 21:41 - Demons & Lemurs in the CCRU 23:30 - Hyperstition: fictions that become real 29:20 - Is Land an ultradoomer? 33:30 - Land on Bitcoin 37:20 - What drew Matt to Land? Look up The Metagame on YouTube, Apple or Spotify.

@CatalystLabsX Oh wow

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I don't want to clap when the Fed chair says something vaguely nice about Bitcoin I want to build software that makes them nervous. A problem that will be impossible for them to solve

@megaeth what about options on such tokens

MegaETH has not, and will not, give away MEGA tokens as "fees or airdrops" to any centralized or decentralized exchange for a listing. If an exchange chooses to list the MEGA token, it is because they believe it is a strong project.

Clawdbot seems to directionally fulfill the "web3" promise of open APIs, "you're just a serf on someone else's network", etc. If you start reverse engineering a product, the company's options are: (1) lock it down, buy a bunch of Cloudflare products (2) make the user the owner

I suspect that psychotechnologies and cogsec will be increasingly important in the future Short schitzoautism, long equanimity

I wish there was an "effective altruism"-like political movement — Institutional meta-reform, not individual point policies — Systematic dollar donation to the most underrated causes — Most things at a par, but pulling sideways on the least scissor issues

@KemonomichiNL @yifever it's to stay as far away from y combinator as possible

@yifever @chrisliambender Ser

why are there companies hq'ed in a park? do they just work at picnic tables?

Wei Jie is incredible, and we're thrilled to welcome him to Renegade!

@0xelton @dragonfly_xyz @hosseeb @tomhschmidt @HadickM Lets go! huge win

I’m excited to share that I’ve joined @dragonfly_xyz as part of the investment team, working alongside @hosseeb, Bo, @tomhschmidt, @HadickM and the rest of the team.

@serjxyz 🔥🔥

Big milestone for Arkis 👏 With the Hyperliquid integration, Arkis is effectively bringing the centralized Direct Market Access (DMA) model on-chain. What used to exist only in CeFi — sub-accounts, familiar execution workflows, and institutional trading access — is now being replicated in DeFi. What makes this powerful is that Arkis supports both CeFi and DeFi DMA within a single prime brokerage framework. Traders get centralized-style execution while benefiting from on-chain credit, unified margin, and capital efficiency.

@chrisries @chris Timeshare available?

Chat, is it worth a 7 figure bid for @chris? Serious replies only

@bajpaiharsh244 @NitanshuL @base @renegade_fi @Veildotcash @arbitrum 🪿🪿🪿

@chrisliambender @NitanshuL @base @renegade_fi @Veildotcash @arbitrum Epic! You might enjoy this experimental project we are doing, we also concluded that long order matching makes more sense in something like Taceo via co-snarks or Tees.

Curious, are there people cooking anything privacy on the @base ecosystem?

@bajpaiharsh244 @NitanshuL @base @renegade_fi @Veildotcash @arbitrum Yes - if you just had ZKPs, you'd need one central server that knows all of the orders to produce the ZKPs Co-snarks let you generate ZKPs on distributed witnesses Concretely for renegade, the witnesses are two valid orders, and the proof is a ZKP of the matching engine

@chrisliambender @NitanshuL @base @renegade_fi @Veildotcash @arbitrum What are the co-snarks doing, order matching?