Evan
26.9K posts
@evancrypt
Summarising/Explaining narratives in Web3 || 100x Instigator | @OKX ▪︎ @Riverdotinc Maxi ▪︎ https://t.co/xygPzyfmZu
everyone talks about scaling almost no one talks about what happens when signatures break @quipnetwork is leaning into that gap early not just patching wallets, but wrapping them with quantum-resistant security without forcing migration that part matters more than it sounds most users won’t move funds just to upgrade cryptography then there’s the compute layer a decentralized marketplace where heavy workloads can run without trusting a single provider so it’s security + compute, not one or the other feels like they’re building for a problem people haven’t fully priced in yet if quantum risk hits faster than expected, this kind of infra won’t be optional anymore question is, do we wait until it’s urgent or prepare while it’s still quiet
USDH: The Path to $10B? Written by @ponyo_fp USDH generates ~$0.006/HYPE in annual buyback yield at $91M supply, a rounding error against $600M+ in trading fee buybacks. It stays immaterial until supply crosses $1.5B. USDH is losing share of a growing market. USDC captured nearly all net stablecoin inflows on Hyperliquid since February while USDH is flat-to-declining from its March peak. If Hyperliquid launches canonical USDH perps with AQA fee advantages and becomes the multi-vertical settlement (e.g. HIP-4, HIP-6), supply could blow past $10B. That said, the infrastructure case doesn’t need the yield to work. USDH is counterparty diversification, native settlement for new HIP verticals, and a fiat on/off-ramp that bypasses USDC. hyperliquidr.xyz/post/usdh-the-…
Identity → agent knows who it is Payment → agent moves value on-chain Economy → agents can transact with each other at machine speed @GoKiteAI Passport supports identity. AgentPay supports spending. USD1 supports settlement. Building toward a complete stack. USD1 x @GoKiteAI 🦅☝️
Every AI provider tells you "your sensitive info is safe" We can't even access it. We designed ARC that way. Your data should stay truly yours. Biometric keys, quantum-resistant encryption, blind secret storage, and more make that happen. Web3 isn't Web3 without sovereignty.
everyone talks about scaling, but barely anyone talks about what happens when current encryption just… stops working @quipnetwork is basically building for that moment they’re not asking you to migrate or relearn everything just wrapping existing wallets into quantum-resistant accounts, so your setup evolves instead of resets and the compute layer is just as important a decentralized marketplace where heavy workloads don’t rely on a single provider anymore that combo feels different security + compute starts looking like base infrastructure, not just another feature set it’s still early, sure but if quantum risk is inevitable, then this kind of stack probably becomes default sooner than people expect
Some things aren't meant to be seen. Sovereign Mode is a single toggle in Settings. Flip it on - now every new conversation and memory is end-to-end encrypted. ARC can't read it. No one can. That's not a feature. That's architecture.
➥ The fight over prediction markets in the US is getting messy a16z just stepped in, backing the idea that state by state rules are breaking the system. Here’s the core issue: → some states are trying to block or restrict prediction market access → others allow it → result = fragmented access depending on where you live a16z’s argument is simple: Forcing platforms to block users based on location goes against the idea of fair and equal market access. And it creates a bigger problem: less liquidity , more friction and weaker markets overall At the same time , the CFTC says these markets fall under federal jurisdiction but states argue they look like gambling and should be regulated locally This isn’t just about one product. It’s about whether financial markets can stay open and consistent across the country or become fragmented by geography. And how that gets resolved will shape how new digital markets grow in the US.
