Matt | Builder Capital

simple private transfers were solved a decade ago octra devnet performs the full stealth transfer cycle in under 20 seconds, already faster than mainstream privacy solutions the goal remains general-purpose encrypted compute, on all types of data, at scale

@mrvito Disagree re: NFTs vs memes. End of the day both are just a representation of price. But I do agree wrt your point on AI

@degenpapi NFTs were way different than memes. They were always backed by an idea. They promised something will be created long term. People hoped. People believed. Memes are just junk aaand There was no AI back then. We don’t have time for a new cycle anymore. Singularity has begun.

Seeing lots of similarities to the post FTX era; - A potential technology ending crisis (i.e. quantum, files, etc...) - Crypto native people pivoting to other industries in droves - Several retail investors entering the market right before the crash (although much less than prev cycle)

@mrvito Tbh you could copy and paste what you just said for the post FTX era and replace "memes" with "NFTs"

There are no similarities. Memes and leveraged trading extracted all liquidity. Nothing new is on the horizon that makes any sense. No one is interested in investing in builders for quite some time, but only in quick-buck pump and dump projects. Now even that money is lost. No new narratives take make sense. But what is most important is AI eat cryptos lunch. AI solves problems. Crypto has stable-coins + promoted self custody that is actually super dangerous. AI now allows building of things in a day. Nothing left to invest into. This was the last crypto cycle.. and big players know this.

@goodalexander i feel the need to point out that, with respect to number 6, we have been doubling q/q revenue for the past year working directly with frontier AI labs. the issue is more about apathy within the crypto circle itself & a focus on imaginary stories instead of what’s already there

it is sort of odd yet incredibly flattering that a lot of the crypto world believed our commercial success “too good to be true”. in either case, they have 3rd party validation now. congrats to the folks at @EV3ventures and @MessariCrypto for such a great report!

I asked clawdbot to scrape canada goose prices it grabbed an unblocked browser, bypassed kasada antibot, scrolled to load everything, and handed me clean json in 47 seconds skill is live on clawdhub if anyone wants it: clawdhub.com/alexander-spri… @steipete @openclaw @aibrowsers

@OSINTDunny canadian military

Mighty machines have been deployed to clear the snow banks lfggggg

@mert @KyleSamani @mcagney @Figure nockchain and octra. no need to overcomplicate things.

@KyleSamani @mcagney @Figure your stance on FHE vs ZK does not make sense, ZK is used for integrity, it's not isomorphic to encryption in many cases you need to actually combine FHE with ZK

I’m about two weeks late (two years in blockchain time) around this privacy movement on blockchain, but I’m going to chime in anyway because it’s something we’ve put a lot of thought into.. First, there are certain things that can’t be public on chain. When @Figure originates a loan on chain, we can’t put your name, social security number, etc. in the hands of 100 random validators to write to and be discoverable from a public blockchain. But we do need a way to validate that data to appropriate parties (such as when the loan is traded, or foreclosed on). And we can put the loan on and the wallet that holds it, it’s payment history, etc. directly on chain. This is why we created @provenancefdn. When we put a loan on Provenance Blockchain, private data is encrypted and kept in an object store. A hash of that object is written - along with non-private details on the loan - to the public chain. When someone trades a loan, for example, the buyer is able to validate the object store data to the hash, and decrypt the private data. It’s part of why the utility token on Provenance Blockchain is called $HASH. I further get - to some degree - the need to obfuscate certain data, like orders in a marketplace to avoid front running large transactions. Most limit order books operate off chain for partly this reason, with settlement on chain. That seems to satisfy this need. What I don’t understand is keeping the movement and holdings of blockchain native assets private. Why does it matter if you know how much BTC is in my wallet? What legitimate reasons do you have to shield digital asset movement/holdings (crypto, stables, equities - soon, etc.)? Isn’t part of the point of blockchain - displacing trust with truth - to be able to know true provenance (also, why it’s called that). As a corollary, you know how much stock I own in Figure and how much I have bought or sold because it’s public data, and somehow the world still works. As an aside, part of my views here are exacerbated by my skepticism of zero knowledge proofs. This might be my own naivete, but I’m not sure how I can prove (pun intended) they are doing what they are supposed to do and not lying through a centralized actor. Curious of others thoughts here.

"You mentioned you’re using "hypergraphs" to make this encrypted FHE stuff actually run fast instead of taking forever. How does it fix that?" ​"It’s the abstraction layer Joe. We moved away from traditional DAGs because they can't handle the multidimensionality of ciphertexts in an FHE environment. By utilizing hypergraphs, we can perform parallel gate evaluations within the IEE (Isolated Execution Environment). We map the logic gates to hyperedges, allowing us to process complex WASM binaries across the network without decrypting a single bit. It’s... uh... high-dimensional concurrency." ​"So it’s basically just doing a bunch of math at the same time? And you guys call it "Proof-of-Useful-Work"?" ​"Right. PoUW. We don't waste cycles on SHA-256 hashing. The nodes provide computational power to perform bootstrapping on the ciphertexts. We use an ABFT (Asynchronous Byzantine Fault Tolerance) consensus to ensure state finality across the hypergraph. We also implement Circles which is a isolated sub-networks to localize the data load and prevent global congestion. It makes the overhead of FHE manageable for real-time applications. It’s just... math."

Reminder - bitcoin is only 5.6% the marketcap of gold. That is all.

@BassManTV @cobie @DCGco @BarrySilbert nock nock

In addition to @cobie and other influential figures/smart money, we’re learning that @DCGco (Grayscale, Foundry… cc @BarrySilbert) early institutional player behind BTC & $TAO is in $NOCK. You don’t want to ignore this kind of signal, imo it means a lot. Still below 100M mcap...

@loganzorp @octra @echodotxyz nocktra

@octra @echodotxyz All good things require patience

there’s no easy way to say this, but the sale has been postponed again at @echodotxyz / sonar's request we are working through integration difficulties together and will update everyone soon on the new date in the meanwhile we will keep shipping

@mert octra mentioned

it's possible I've went completely insane, but I don't see a way around this either private money wins or we are literally all fucked there is no choice here and there is no time either nanny state antics are accelerating and money is becoming easier to control as it becomes digital crypto adoption a la trump was ironically pandora's box for accelerating this transition what do you think happens if cash is no more and 99% of your money is on central chokepoint IOUs you need just *one* catalyst for things to get much, much worse it is entirely concave — barely any upside, and potential infinite downside *think*

I just launched a SOTA stealth browser platform that lets anyone build their own browser agents and web scraping automations 🚀 Agents have been underwhelming: they hit CAPTCHAs, get blocked entirely, and most infrastructure is designed for the past, not the future. The idea here was simple, build a distributed browser network on real consumer devices so agents can see the web like humans do. With a single API call, you can spin up a real browser or agent on a real user device with a full, authentic fingerprint. This is the infrastructure you’d need to build a true Perplexity Comet style product, except this one actually reaches the content and doesn’t require your computer to be running. When you build the full stack from the ground up: deploying custom hardware profiles, real operating systems, and properly tunneling WebRTC; You get something that works by design, not something that breaks every few weeks. Try it out -> You can build shopping agents, account managers, travel planners, and workflows that weren’t possible before. All developers who sign up now get $25 in free credits at browser.cash/developers #browsercash #browseragent #webscraping

@octralex gotta love the "free" audits lol

you guys keep missing the memo we optimize for truth and zeal, not representation

not sorry, don't owe anyone an apology, will keep building the only functional encrypted infrastructure while avoiding shortcuts, forks, marketing talk and empty promises works ongoing, maybe someone will find it useful using this opportunity, saying hi to my mom signed, octra

@himgajria @octra mentioned

Zecash can lose its moat quite easily. Eg. Privacy primitives on eth, sol, etc.

@MilkRoad @andyyy go jays go baby!!

Why the End of QT Changes Everything & What It Means for $BTC & Altcoins w/ @andyyy Crypto markets are shifting fast Fed pivot confirmed AI narrative heating up Institutions moving in Alt season? Maybe. Andy joins the show to lay out the playbook for what’s coming next Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 02:05 – Fed Ends QT: Why It Matters 08:20 – What’s Next for the Fed? 09:42 – Market Reacts to Rate Cut 11:54 – Gold vs Bitcoin Signal 14:10 – Gemini Credit Card 14:48 – Bridge 15:11 – Alt Season Soon? 17:54 – How Andy Plays AI Crypto 20:40 – AI Coins to Watch 24:26 – Is AI Crypto a Bubble? 26:50 – 2026 Outlook & Cycle Talk 29:23 – Figure Markets 29:58 – Holding Alts After 2026? 35:03 – Exit Plan Before Euphoria 37:05 – Wrap-Up