hal2001.hl

@paxoslabs LFG!

Introducing Amplify Transit. Stablecoin movement, on your terms. Every platform is adding stablecoins. But moving between them at scale, 24/7, at a predictable price is still difficult. Transit. Stablecoin conversion infrastructure that moves between major stablecoins across chains at a fixed rate, at any size, whether $5 or $50M. Live on @RobinhoodCrypto with our partners, @Morpho, @jumperapp, @AcrossProtocol and @arcus_xyz from day zero, with more than $30M moved since July 1. Predictable fees. Locked rates. More platforms and ecosystems to be announced soon.

@sternhenri @AndrewMohawk So cool

With @AndrewMohawk we set out to build an agent-proof CTF -- the deep end. It's time to rethink system security in a world where intelligence runs on tap. Try your hands (human and otherwise) and see what you're made of. You probably won't make it without an agent👇

Hold on: didn’t @bgurley tell us about Saleforce changing its Slack policy to block access to an org’s own data in May 2025? Zero data retention is great, provided you don’t gate an org’s access to its own data.

@llamaonthebrink @binji_x Same. Excellent prose.

@binji_x I literally laughed audibly at this part 😭😭

(1/2): I have met this person at nearly every crypto conference I have ever attended, and by now I can usually identify him before he even reaches the registration desk, because he arrives wearing the unmistakable expression of a man who has crossed three time zones, answered forty-seven Telegram messages from people he does not like, and paid twelve euros for airport water in order to be physically present at a gathering devoted to the future, only to discover, almost immediately, that the future appears to consist largely of men standing beneath purple lighting and discussing distribution. He checks into the hotel, opens the conference app, scrolls through a schedule containing panels called things like “Reimagining Coordination at Scale” and “The New Institutional Frontier,” and feels, for one brief and embarrassing moment, the stirring of hope, because perhaps this will be the one, perhaps this will be the conference where somebody says something real, where a conversation escapes the gravitational pull of fundraising announcements, ecosystem grants, and whatever the phrase “go-to-market motion” is currently being asked to conceal. By ten in the morning he has received a tote bag made from allegedly regenerative fabric, a metal water bottle that leaks from the lid, a lanyard large enough to function as a municipal permit, and three invitations to side events taking place simultaneously in different parts of the city, each one described as “intimate,” despite having eight hundred RSVPs and a DJ flown in from Berlin. He goes to the first panel. A founder says we are still early and venture capitalist says the next billion users are coming. Eventually a moderator, with the glazed composure of somebody who has already moderated this exact conversation in Singapore, Dubai, Paris, Denver, and a yacht off Mykonos, asks what needs to happen for mass adoption. Everyone agrees that UX must improve and the audience nods with the solemnity of a parliamentary vote. Nothing has technically been said, but the applause is loud. By lunch he has participated in six conversations, all of which begin with “What are you working on?” and end with “We should definitely find a way to collaborate,” which in conference language means that both parties will add one another on Telegram, exchange a fire emoji beneath a future announcement post, and never again occupy the same emotional universe. He meets a man building infrastructure for autonomous agents, although the infrastructure is not yet built and the agents are not yet autonomous. He meets another man launching a protocol for decentralized reputation, who spends most of the conversation explaining which well-known investors already trust him. He meets a founder who says he is obsessed with user sovereignty, then glances every twenty seconds toward the entrance in case someone more important has arrived. By the evening he is standing in a cavernous venue once used to manufacture turbines, now filled with dry ice, ornamental lasers, and several thousand people discussing credible neutrality while trying to get past a velvet rope. There is free food, technically, although it consists of two miniature tacos placed on a slate tile by a person wearing black gloves, and there is free alcohol, abundantly, which may explain why the revolution against extractive intermediaries has temporarily organized itself around a sponsored bar requiring three wristbands and a QR code.

Satya is on fire these days. I fully expect this narrative to continue. Yes, Satya (and Karp and Elon) have a self-serving economic incentive to handicap the data capture of OAI and Anthropic, but that doesn’t mean they are wrong…

2026: All rollups will be ZK 2027: All bridges will be ZK Succinct has secured >$3B in bridge volume with @AcrossProtocol and @Agglayer. ... And we're just getting started.

@crypto_condom @koeppelmann Yeah Martin this is what Across is doing right now. Token to equity portal will open in a couple weeks. snapshot.org/#/s:acrossprot…

@koeppelmann Get in here @hal2001

Has anyone successfully turned a token project into something where tokenholder can redeem tokens for equity?

Pleased to announce that @AcrossProtocol is now the presenting sponsor of Malware, our weekly tech & biz newsletter

Move stables in and out of Robinhood Chain from day one. Across is a day-1 bridge partner for Robinhood Chain, the open Layer-2 bringing Stock Tokens, crypto, and real-world assets together onchain.

@alvinhsia Congrats man

Thrilled to share that Ventuals is joining Phantom! We started Ventuals with one simple belief: perps are still early, and global, open, 24/7 markets will be central to how people trade, invest, and move value. As we got to know the team, it became obvious that Phantom is the company to take this future mainstream. Phantom is trusted by millions of people globally and has been Hyperliquid’s largest distribution partner to date. The team is clearly obsessed with creating a world-class user experience, and has the ambition to build a truly generational consumer finance brand. We couldn’t be more excited to get to work.

@DavidSacks Very true

A year ago, President Trump declared that America was in a global AI race and that the way to win it was to be pro-innovation, pro-infrastructure, pro-energy, and pro-export. President Trump was exactly right; we deviate from that strategy at our peril.

@0xNairolf Love the chart, but can I ask how you did this? When I have codex look at volume from builder codes vs non-builder codes, I get only 5-10% coming from builder codes. It's possible there are other frontends that aren't adding builder codes, but if so, how'd you see that??

30%+ of hyperliquid users now come from frontends other than the main app this is the most bullish hl chart (and its still growing btw)

If you are on the verge of AGI or ASI, why isn’t your model smart enough to recognize espionage distillation in real time? You say “cure cancer in a few years.” Isn’t sniffing illicit distillation quite a bit easier than curing cancer? Why write letters to DC? Just use AGI.

@pmarca Amen

More and more people are saying.

TRON 🔺8 years of Mainnet growth. 🔺390M+ users. 🔺14.5B+ transactions. Moving Trillions, Empowering Billions. Now available on Across. Fast. Cheap. Secure.

@HyperliquidX Hyperliquid

Hyperliquid has been added to the MAS's Investor Alert List (IAL). IAL listing does not constitute a ban, an enforcement action, or a finding of wrongdoing. The IAL provides a list of entities that, based on information available to MAS, may be wrongly perceived as being licensed or in any other way authorised or regulated by MAS. Many large exchanges and defi protocols have been included on the IAL. Hyperliquid is permissionless infrastructure. It is not, and has never claimed to be, licensed or authorised by MAS, and no one should regard it as such. Nothing about the network has changed. As on other permissionless blockchains, users maintain self-custody at all times, and transactions settle transparently and fully onchain. The Hyperliquid ecosystem remains committed to engaging collaboratively and constructively with regulators and institutions globally and to supporting clear, well-designed frameworks for onchain finance.

One curious puzzle: given how much engineering has been automated by AI, where's all the new software? My favorite recent paper on the economics of AI, by @ChadJonesEcon (who just joined Anthropic) and @ChrisTonetti, includes some fascinating and counterintuitive explanations 🧵

@nanransohoff so awesome.

Today we're launching Intercept: a $500M philanthropic initiative to make respiratory infections, like the common cold and flu, a thing of the past. We treat respiratory infections as a minor nuisance, but that’s really not the case. Most of us will spend 5% of our lives (!) sick from these viruses, they kill 1M people a year, cost $600B annually in productivity, and periodically threaten civilization through pandemics. So, if they’re such a big problem, why haven’t we dealt with them yet? Last year we convened ~40 leading scientists, pharma R&D leaders, biotech investors, and regulatory experts to better understand that. We heard two main reasons: (1) First, it’s just technically very challenging: respiratory viruses represent hundreds of distinct, mutating strains across several families. Fortunately, recent breakthroughs make this newly possible. (2) Second is a lack of funding: broad-spectrum solutions have historically been underfunded, in part because they’re not a great fit for most philanthropic or commercial funding (and while COVID generated a burst of activity around preventing and understanding respiratory infections through an influx of new funding, that hasn't been sustained). We think that with enough focus and funding, this might be solvable. Intercept is a $500 million philanthropic initiative that will take advantage of new tools to catalyze the development and deployment of two types of products: broad-spectrum preventatives and air cleaning technologies. This problem is undoubtedly difficult. But it’s more tractable now than it’s ever been. We think we should give it our best shot. We’re enormously grateful to our anchor funders: @stripe, @AnthropicAI, @TheFluLab, @FoundationOAI and individuals from Jane Street. And, I’m very excited to be building this with @incredutility and the rest of the team.

@yuan_han_li Great post man.

I always love a good @paulg subtweet.