kain

If you’re building something in crypto and it hasn’t been called a scam yet, keep grinding, you’ll get there.

@tayvano_ @Crypto_Texan @VitalikButerin @novogratz @jespow @laurashin @gavofyork @sandeepnailwal @cryptosmerkis @balajis @tarunchitra @haydenzadams @RebeccaRettig1 @cobie @CryptoHayes @cdixon sell it and move the money into a doxxed address with confidential intents.

@kain @Crypto_Texan @VitalikButerin @novogratz @jespow @laurashin @gavofyork @sandeepnailwal @cryptosmerkis @balajis @tarunchitra @haydenzadams @RebeccaRettig1 @cobie @CryptoHayes @cdixon I have some from back in the day but none that I’d wear as pfp and they’re also in an addy I really don’t want doxxed💀

@Crypto_Texan @VitalikButerin @novogratz @jespow @laurashin @gavofyork @sandeepnailwal @cryptosmerkis @balajis @tarunchitra @haydenzadams @RebeccaRettig1 @cobie @CryptoHayes @cdixon You got me.

@gami_vc @basedfk I’m a screenshot your screenshots kind of guy.

@kain @basedfk long press image, save to camera roll 😂 love how you literally don't care hahah

@gami_vc @basedfk I was on mobile lol

@basedfk @kain maybe @kain is farming us 😂

@0xCatDaddy High rez 🤣 sir it’s a 24*24 pixel jpeg on a blockchain.

@kain > not high res > white border on the bottom

@Crypto_Texan @VitalikButerin @novogratz @jespow @laurashin @gavofyork @sandeepnailwal @cryptosmerkis @balajis @tarunchitra @haydenzadams @RebeccaRettig1 @cobie @CryptoHayes @cdixon @tayvano_ @tayvano_ do it or I’m trolling you on the next show.

@kain @VitalikButerin @novogratz @jespow @laurashin @gavofyork @sandeepnailwal @cryptosmerkis @balajis @tarunchitra @haydenzadams @RebeccaRettig1 @cobie @CryptoHayes @cdixon Legend! Now help get @tayvano_ 😎

Bring back the fundamentals.

Confidential execution is now part of the Infinex experience. @infinex has integrated Confidential Intents to power Infinex Confidential. Deposit any asset from any chain, hold it in a confidential account, swap privately, withdraw anywhere, all on Infinex, powered by NEAR.

@drexthealpha Just install the grok build cli takes literally 10 seconds Claude or codex will do it for you.

Bought more COIN at $155 Thesis is simple. There is simply no way tradfi has priced in that cobie is now running all trading products.

Kimi k3 is genuinely cracked, it’s another opus class model, we now have like ten. But Grok 4.5 is still the goat due to pure speed. Fable and Sol are smarter but I find myself picking grok more and more often for anything requiring opus class intelligence.

I'm surprised given how good @grok 4.5 is that XAi have not launched a claude max style plan. I think a ton of people will switch, not just for the current model but for the trajectory, grok will be fable class soon and a fast fable model would be insane.

@0xWenMoon That's the hard thing about startups, your job is to ignore the market when you are right and listen when you are wrong, differentiating the two is the challenge.

@kain agree, but they wasted far too long figuring that out

Base is one of the most successful projects in crypto, this little detour will either be forgotten, or be remembered and filed under being too early is the same as being wrong. There is no market for decentralized social rn. But there is a huge market for decentralized money.

lots of conversations about base over the last week. wanted to share my candid take after a week of listening and a lot of reflection over the last 6 months. first off - in case it’s not obvious, the first quarter of 2026 was a punch in the face. I spent 2024 and 2025 making a two pronged bet to bring base to the world: (1) builders would unlock the next wave of crypto adoption; (2) adoption would be driven by new onchain-native social experiences - creators, content, messaging. imo we made the right bet on builders, but obviously the wrong bet on social. builders did drive the next wave of crypto adoption - prediction markets, perpetuals, stablecoins - but social was not at the center of it. in fact, the entire social side of the market that many of us had been building towards - farcaster, zora, miniapps, and yes, creator coins - disintegrated completely. I was wrong - whether it was timing wrong (is $ansem a creator coin?) or fully wrong, only time will tell, but regardless, i was definitively wrong. the collateral damage was pretty bad! and this year has been an exercise in eating shit. we realized how our focus on social had meant that base had fallen behind in key areas that were now increasingly critical - we had perps (shoutout avantis!) and prediction markets (shoutout limitless!), but both were well behind scaled competitors. and we had a lot of room to improve in unlocking base as a platform for tokenization and payments that really worked for enterprises. people lost confidence, and CT spectators reminded me weekly of all of my mistakes as often as they could. it felt bad man, still feels bad. but if there’s one thing i’ve learned from the last decade of building in this space, it’s that when things feel the worst, the best thing to do is just put your head down and build. so that’s what i’m doing. I refocused my time and attention back to the chain away from the app, started writing code again, shipped a bunch of stuff (azul, beryl, b20, privacy, ledgers) and questioned a bunch of my assumptions: does crypto need social to grow? does base need an app? can base be bigger than coinbase? I thought for a long time that social was the only thing that could drive the sort of viral growth to get crypto to a billion people. unsurprisingly, I now believe that’s wrong. It’s clear that better money is more than enough - we are seeing this live with stablecoins, predictions, perpetuals, tokenization and i only expect it to accelerate. I am now focused on bringing a billion people onchain just by making global finance actually work. on the app, my focus is on building base into the blockchain for global finance. to that end, i’ve handed the base app back to the coinbase mothership, where my now good friend @cobie will be taking it from here to make it the best damn app for onchain you’ve ever seen, including expanding beyond the base ecosystem in ways that tbh i won’t love as the leader of base. it’s incredibly hard to grow a decentralized network inside of a big public corporation. and i feel like much of the discourse on CT over the last week is downstream of this. the following things can be true: (1) base (and i) love memes and (2) brian probably won’t ever bullpost memes on the tl (this activity is illegal once you’re over 40 years of age). it’s weird and we’re working through it as we continue to decentralize base, which has been our commitment from the beginning. we’re going to build base into the blockchain for global finance and do everything we can to be the place that the world’s money settles over the next century. we will surely have formidable competitors (welcome robinhood and stripe!) and people may abandon our cause, but we welcome the competition and believe it’s our duty to win the respect and commitment of those who rally to our banner.  in 2026, this concretely means three things: winning trading, payments, and agents. [continued in the reply]

Holy shit, welcome back to CT.

True. As a precautionary measure, all user data that was uploaded to SpaceXAI before now will be completely and utterly deleted. Zero anything whatsoever will remain.

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