Kasstawi

@shafu0x Will solve this on both yield and hacks 🫡

ok we seriously have a big problem in defi rn The risk for the yield you get does not fucking make sense. You have the risk of loose everything. And for what? An extra 40 bps or something. Does not make any sense. No circuit breakers, no protections, nothing. Which would be acceptable if you get more yield. But you don't. Why would I put my money in Morpho or Aave when I can just put it into t-bills. Dao drama, north korea and hacks everywhere... We need to grow up or accept that on-chain lending is for people that cannot off-ramp for different reasons. (You know the reason lol) The solution? I don't know tbh. I wish I knew. Circuit breakers on the corpo chains would make a ton of sense imo. But yeah tradfi will eat defi if we don't fix things. Would love to open up a discussion here. Something I don't see? Potential solutions? I love defi. I was building in defi for 4 years. But I'm seriously considering moving everything to my bank account. Which is crazy to think about.

@brandon @meow Wild

Stop paying fees to send and receive USDC @Meow charges 0 bps to mint and burn USDC for businesses globally No limits The U.S. Brazil. UAE. And beyond. Apply today at meow.com:

Yep

right way to follow up with a client who's a month overdue on paying you?

@bryan_johnson @maximumpain333 What if it doesn’t? One of best heart surgeon says it’s better to wake up at night youtu.be/JV5FkF785dI?si…

@maximumpain333 This advice is dangerous. Chronic sleep fragmentation raises cortisol, accelerates epigenetic aging, and impairs glucose regulation. Insomnia is associated with depression, metabolic disease, and early mortality.

The most dangerous lie in human history isn’t about food. It isn’t about medicine. It is about sleep. For 200,000 years, humans did not sleep 8 hours. That number was invented in 1938 by a mattress company called Simmons Beautyrest. Before that campaign, the average human slept in two shifts. Historians call it “Biphasic Sleep.” You would sleep for 4 hours, wake up for 2, then sleep for another 4. During that 2-hour window, people would pray, have s*x, write, think, and connect with their families. Some of the greatest works in human history were created in that sacred middle window. Shakespeare wrote most of his plays between 1AM and 3AM during his second wake period. Mozart composed entire symphonies in what he called “The God Hours.” Then the Industrial Revolution needed workers on a fixed schedule. You cannot run a factory on biphasic sleep. So they hired a psychologist named Dr. Nathaniel Kleitman to “prove” that 8 consecutive hours was the biological standard. He faked the studies. He was funded entirely by the mattress industry. And the medical establishment adopted his research without question because it aligned with the factory model. They turned the most creative 2 hours of human consciousness into a “sleep disorder.” They called it “Insomnia.” They medicated it. They gaslight an entire generation that 8 hours of continuous sleep was healthy. They pathologized the exact window of consciousness that produced some of the greatest art, music, and literature in human history. You are not an insomniac. You are experiencing the most natural form of human consciousness. And a mattress company convinced you it was a disease. Stop medicating your genius. Wake up at 2AM. Write the thing. The “God Hours” are calling. ✨🙌🏾💫 © Andre Gonzalves

@marceloclaure Hope you and family had a great time

La tranquilidad que se siente al navegar sobre el río Nilo en Egipto 🇪🇬. Indescriptible.

@maximumpain333 @willahmed @bryan_johnson is this true?

Everyone building a protocol should read this

@banamlas @ThatAlexPalmer Well said

@river0x @SplitCapital Same takeaway as DAS

Main takeaway from ETH CC: 1) Suits are looking to crypto for exit liquidity for RWAs 2) Crypto is looking to suits for exit liquidity for tokens I smell mispricing.

@jrdothoughts I know someone is working on this. Happy to connect you both to chat.

My essay at The Sequence is about one of the my latest obsessions: Insurance for AI Agents ? Not as Crazy as You Think open.substack.com/pub/thesequenc…

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

@willahmed I used to do my yearly health check up when I travel to Egypt because of the cost is too low. I don’t know how you manage to bring it down to $150 in the US which what I usually pay there. Impressive, keep going 🫡🫡

@willahmed 🫡🫡

@jingx777 @ellazhang516 Just shared it with a veteran founder

Join us for an exclusive AI Dinner night in Atherton! 🤖🍽️ We’re bringing together AI researchers, founders, and engineers for an evening of deep technical and strategic conversation. Hosted by YZi Labs. Limited spots | By approval only: luma.com/8ky6d3b6

@perkinscr97 @FTI_Global Congrats 🎉

Today, I’m very excited to announce that I will be joining @FTI_Global as the head of Franklin Crypto. The convergence of traditional finance (TradFi) and the digital asset ecosystem is no longer a "future" trend—it is the reality of 2026. As I prepare to step into my new role leading Franklin Crypto with @sethginns and Tony Pecore, I am incredibly energized to help lead this firm’s continued evolution in a space that is fundamentally rewiring how global markets operate. Crypto’s institutional era is upon us, and to succeed, Franklin Crypto must leverage its deep and unique understanding of crypto and traditional finance to build differentiated, scalable and compliant products for our clients. My journey has always been defined by a foot in both worlds: the rigorous, disciplined structures of traditional finance and the high-velocity innovation of the crypto markets. At Franklin Templeton, my goal will be to leverage this unique vantage point to partner with our clients, building the institutional-grade products they need to succeed in this new digital frontier. We aren't just observing the market; we are active participants in its transformation. Markets are tokenizing. The once-distinct lines between crypto and traditional assets are blurring into a single, cohesive financial landscape. Perhaps most importantly, the era of the "9-to-5" market is fading as we embrace the reality of 24/7 global liquidity. It is fascinating to look back even just a few years. Previously, there was a perceived "reputational risk" for an institution to be involved in crypto. Today, that narrative has completely flipped. In 2026, the true reputational risk lies in not having a digital asset strategy. As the "Institutional Era" of crypto takes hold, our clients expect more than just exposure—they expect sophisticated navigation with people they can trust. Franklin Templeton has spent years building the foundational infrastructure—including the proprietary Benji Technology platform—and the deep internal expertise necessary to manage these assets with the same precision as any traditional portfolio. The timing for this transition couldn't be better. We are currently seeing a unique divergence: while broader market sentiment may fluctuate, the underlying fundamentals of the crypto markets continue to improve at an exponential rate. Our mission is simple: to attract the best investment talent, build leading digital infrastructure and support the needs of our clients in this exciting new world. We differentiate ourselves through an exceptionally deep knowledge of both crypto-native protocols and traditional asset management. By combining this expertise with Franklin Templeton’s legacy of operational excellence, we are perfectly positioned to deliver for our clients as they scale their own digital journeys. I look forward to what we will build together.

@LynAldenContact @CorySwan No chill for the next 5 years. These prices will be the new norm

Some people ask me when I’ll be chill about energy. The first step is that my (almost always chill, but currently not chill) oil quant has to become chill again. He’s still not chill. He’s the opposite of chill.

@LynAldenContact Exactly, not everyone understands this

Most people don’t realize how large Cairo is. Large outward portions of the city always look like this. I go there regularly. Ghost sections are the norm. Any pic can be like “Cairo is dark!” In an already dark part of town. But yes, Cairo is rationing power now.

@therollupco @santiagoroel Stop spreading alpha

Santiago reveals his "DeFi Mullet" thesis for the developing world. "In the US, people say 'I have Venmo.' In Mexico and Brazil, people are desperate for a digital economy. That’s where the real 'DeFi Mullet' works."

@NourHaridy Security audits should look at other known risks (design, counter party, etc.) not just code vulnerabilities

We need to explore radical solutions to the DeFi security problem. We can’t allow one private key leak to cause every lending protocol to irreversibly go to shit at a moment’s notice. There’s no way around designing a mechanism to reverse the flow of funds after incidents, with guardrails. I’m not calling for a custodial solution. We have plenty of governance tools at our disposal to at least try and solve this problem without resorting to a centralized and unaccountable intermediary. Without solving this problem, the DeFi yield risk premium is never going away. DeFi lending will never be able to provide capital as cheaply and scalably as TradFi with this existential risk always looming.