Justin Fiddes

When I built menugen ~1 year ago, I observed that the hardest part by far was not the code itself, it was the plethora of services you have to assemble like IKEA furniture to make it real, the DevOps: services, payments, auth, database, security, domain names, etc... I am really looking forward to a day where I could simply tell my agent: "build menugen" (referencing the post) and it would just work. The whole thing up to the deployed web page. The agent would have to browse a number of services, read the docs, get all the api keys, make everything work, debug it in dev, and deploy to prod. This is the actually hard part, not the code itself. Or rather, the better way to think about it is that the entire DevOps lifecycle has to become code, in addition to the necessary sensors/actuators of the CLIs/APIs with agent-native ergonomics. And there should be no need to visit web pages, click buttons, or anything like that for the human. It's easy to state, it's now just barely technically possible and expected to work maybe, but it definitely requires from-scratch re-design, work and thought. Very exciting direction!

Stripe just enabled Builder code on AI models

@edison0xyz Big time!

Based has raised US$11.5M from Pantera, Coinbase, Wintermute and Karatage. We are hiring!

We moved Refactoring UI over from Paddle to @stripe's new managed payments product last week and although it's a bit early to say for sure, I am pretty confident we are already making more money. Never would have believed it but the checkout does seem to convert significantly better, and I think it's entirely because of Link.

Stablecoins looking good here

@BullpenFi @Stablecoin @stripe BIG TIME

JUST IN: Bullpen is the first trading terminal supporting instant ACH and wire transfers to your account Say goodbye to CEX onboarding Say goodbye to funding delays Say goodbye to random account blocking Say hello to the new onchain future Powered by @Stablecoin & @stripe

@0xNDX super clean

We're just getting started.

@meritcirclorr @Dreamcash The on-ramp could use a facelift 👀

im the @Dreamcash helpdesk - any app suggestions, improvements and or new functionalities, hit me up.

@iwillpat @mispricedd @neuralunlock @HashgraphVC Big time!

In short: $100M new fund - writing checks *now* Team: Me, @mispricedd, @neuralunlock 1st check size: $500K-2M Monitoring DMs - and catching up on many. Follow @HashgraphVC for portco and event updates

1/ This is why we can’t have nice things. It never ceases to amaze me how government can squander progress. In this case, Congress passed the GENIUS Act to foster financial innovation. Now, after false and alarmist bank cries, they’re looking to undo a key part: rewards.

@catgu_ @solana @calilyliu @jnwng @nickducoff @sherazshere @toly @rajgokal @DanPaul000 Congrats Catherine!

The journey with @solana started sometime back 😇 Super excited to share that today I am joining @solana as Head of Product, Digital Assets. Stoked to be part of an all star team @calilyliu @jnwng @nickducoff @sherazshere @toly @rajgokal @DanPaul000 and many more

@Parkk___ Love it Parker

My 5-year thesis: offline is undervalued. AI + modern feeds are going to keep blurring the lines between real and synthetic and the incentive model behind “the algorithm” will keep rewarding whatever drives the most engagement (often emotion > truth). That doesn’t mean the internet is “bad.” It just means that trust will be the new premium asset. And when trust gets scarce, people move toward what feels verifiable: real identities, real relationships, real experiences I think we’re heading for a “flight to safety” where: the most valuable creators are the most credible and the most valuable entertainment is the kind you have to physically attend Over the break, I tested this in the smallest way: I hosted the first Heath Holiday (golf) Scramble. 36 players, $1,000 raised for Isaiah 117 House through a toy drive. It was one of my favorite days on a golf course… even though I didn’t play great (and my father-in-law won, so I’ll never hear the end of it). So, I’m building more offline community in 2026.

@mert @txds_ @ElectricCoinCo Dan's a beast, Mert. One of the best in the industry fr

@txds_ @ElectricCoinCo welcome!!

Hi - I'm joining @ElectricCoinCo (ECC) to lead business development. I did not have any expectations of jumping back into the workforce. I was burnt out, frustrated by the state of the industry, and interested in exploring life outside of crypto. And then I downloaded Zashi, a mobile application built by ECC. When I first shielded some Bitcoin on Zcash, the sense of agency it gave me was akin to discovering crypto for the first time. It brought back hope for the technology, a feeling long forgotten after the casino-like dopamine induced hangover that I had experienced at work and in the trenches. After an investment thesis, some shitposts, a cold DM, and a series of interviews, I'm joining a team bold enough to push the boundaries of technology, privacy, and sovereignty. When I told a few folks about the role, I was surprised to find that the vast majority were pessimistic. They are unable to dream of a future where money is unstoppable, private, and denationalized. So my goal is simple: Make Zashi, and thus $ZEC, an interface for private money and bring back optimism to those friends, and hopefully, the industry at large. If you are building privacy technology, are working in the zero-knowledge space, or broadly want to discuss Zcash partnerships, my DMs are open.

@txds_ @ElectricCoinCo Bullish Signing! 🚨 Congrats Dan

no, this is a category error it’s fun to dunk on incumbents, but this misses the point (or is just intentional CT rage bait) Stripe is selling payment acceptance, not blockchain transfers comparing 1.5% to gas fees misunderstands where value is created, here’s why: Stripe isn’t charging 1.5% to move USDC they’re charging 1.5% to wrap stablecoins into a full payments stack: • checkout integration • multi-chain routing, • refunds • fiat settlement • fraud checks • subscription logic • compliance • support • analytics ...all inside the same place merchants already accept everything else (cards, Link, PayPal, etc.) to beat Stripe on price, a competitor would have to beat Stripe on scope not just “receive a USDC payment,” but replicate the entire checkout surface and the full payments suite around it that’s a tall order, and no one is there today and merchants aren’t going to build it themselves: • crypto acceptance isn’t their business • developer time is scarce • stablecoin volume is tiny • it’s incremental revenue • and it’s cheaper than the 2.9% they already pay no one wants two parallel payment systems for a marginal method Stripe’s value isn’t the rail, it’s the checkout suite that orchestrates all the rails stablecoins are just another funding path, and funding paths are commoditized so yes, while blockchain transfers are near-free, payment acceptance is not are they making a bunch of margin? probably but that’s what pricing power looks like when you own the checkout surface if 1.5% is “ridiculous,” go build the alternative and displace them I’ll wait

Tempo’s testnet is live! Any company can now build on a payments-first chain designed for instant settlement, predictable fees, and a stablecoin-native experience. Tempo has been shaped with a wide group of partners validating real workloads including @AnthropicAI, @Coupang, @DeutscheBank, @DoorDash, @Lead_Bank, @mercury, @nubank, @OpenAI, @Revolut, @Shopify, @StanChart, and @Visa. Since our announcement, @brexHQ, @Coastal, @crossriverbank, @deel, @faire_wholesale, @Figure, @GustoHQ , @Kalshi, @Klarna, @Mastercard, @Payoneer, @withpersona, @tryramp, and @UBS have also joined as design partners. Dedicated payment lanes, stablecoin gas, deterministic finality, a built-in stable asset DEX, and programmable smart accounts are all live on testnet. If you’re building or modernizing payment flows, you can start integrating and testing today.

@riabhutoria @stripe Welcome Ria!!! Excited to work with you

Life update! I’ve joined @stripe to accelerate the adoption of stablecoins 🤠 We’re just beginning to unlock the benefits of stablecoins for users, and I'm so excited for the next chapter. I went all in on crypto seven years ago because I believed it would make global payments faster, cheaper, and more accessible. Over time, the clearest path forward has become stablecoins. But to reach their full potential, stablecoins need better infrastructure, tools that are easy to integrate and the right guardrails for users across the risk spectrum. That’s exactly what Stripe is building with Bridge (@Stablecoin), @privy_io and @tempo: foundational infrastructure built from first principles, with the same craft and rigor Stripe is known for. I’ve always admired Stripe’s ability to deliver exceptional products that solve user needs, and in my short time here, I can attest the obsession is real. If you're interested in learning about our growing suite of stablecoin products, I'd love to connect. Stripe is also actively hiring, so check out our open roles and reach out!

@talkintokens @Morpho Congrats!

TLDR: I am thrilled to share that I'm joining the Growth team at @Morpho to help build the native financial system of the internet, starting with onchain lending via Morpho Markets & onchain asset management via Morpho Vaults 2018-2019 was a real turning point for me. I graduated college, started working full-time on a bond trading desk, and got into crypto… Really, really into it. In those days crypto was fringe, and it stood for something. Somewhere at the intersection of hardcore libertarians, technocrats, and cypherpunks, the crypto people did not fit in. In a lot of ways we still don’t, but that’s ok It’s ok because the things we used to dream about are actually happening. Institutions are moving onchain because 1) we finally have some regulatory clarity and 2) because the economics make a whole lot of sense It’s probably good they’re here for the backend efficiency and not for the ethos. Somewhere along the way, we lost our spiritual purity. When greed blew us up in ’22; when copy-paste vaporware raised billions in ’23–’24; and again in the memecoin casino this year But despite it all, the dream never died. It’s been over a decade and Ethereum has never gone down. There is a programmable global financial system being built right now on the open rails of the internet. It runs 24/7 and it is beautiful The team @TheiaResearch refer to this simply as the Internet Financial System. For those have not read the IFS thesis (linked in the comments), it represents the unified, permissionless financial backend for the world. Today’s financial system runs on 90,000+ siloed, permissioned servers, each guarded by local oligopolies and gatekeepers. “Your assets” are just database rows controlled by someone else. The IFS replaces that with a single global settlement layer that uses smart contracts as its native language. This allows capital to flow freely across borders; it allows anyone to launch or access financial products; and it ensures that property rights and savings don’t depend on the local governor’s brother or a fragile banking regime And the best part is that nobody will need to know a thing about crypto in order to use it; it is just the backend, which is where the “DeFi mullet” term comes from This is the vision that first inspired me, and chasing it has essentially defined the trajectory of my career. It also happens to be the same shared vision of the team at Morpho, who have brought the DeFi mullet to life in a way that we have never seen before Morpho is what the credit layer of the internet is supposed to look like: -Open access to yield on any asset and across any risk profile or compliance requirements -Future-proof financial primitive built on immutable smart contracts -The most secure/audited codebase per line of code in the industry -Noncustodial lending with full transparency for users Seamless integration via Morpho SDKs & API Which is exactly why: -@coinbase powers its crypto-backed loans and earn products through Morpho -@SocieteGenerale uses Morpho to run the lending markets around its euro and dollar stablecoins -@coinbase , @Gemini , @cryptocom , @Ledger , @TrustWallet , @safe , @worldcoin , & more use Morpho to provide in-app yield to hundreds of millions of users -The @ethereumfndn and public DATs deploy meaningful size into Morpho to earn on-chain yield Institutions are leveraging Morpho as the backend to power their onchain financial products because it makes economic and logistical sense for them to do so, and we are about to see this trend accelerate at a rate that I believe will transform all of finance I am excited for this dream opportunity and grateful to everyone who has been apart of this journey so far. I promise you that we are just getting started

Introducing KlarnaUSD, our first @Stablecoin. We’re the first bank to launch on @tempo, the payments blockchain by @stripe and @paradigm. With stablecoin transactions already at $27T a year, we’re bringing faster, cheaper cross-border payments to our 114M customers. Crypto is finally ready for scale. This is just the beginning. Excited to build the future with Tempo and Bridge.

The most efficient business in the world makes ~$1.1B/yr net income with just 11 employees. Their founder, Jeff Yan, is a ~30yo ex-HRT International Physics Olympiad (IPhO) gold & silver from Harvard. It is a decentralized crypto derivatives exchange called Hyperliquid.