lucasbuffett

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lucasbuffett

@lucasbuffett

@saylor estimator - @strategy accumulator

Katılım Eylül 2011
2.2K Takip Edilen884 Takipçiler
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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
I am doing an Ask Me Anything Space at 2pm EST. See you there, and please share.
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HODL15Capital 🇺🇸
HODL15Capital 🇺🇸@HODL15Capital·
Congrats to the @Strive management team 👏 This is how it's done ✅ Unfortunately, many Bitcoin treasury companies went completely dark since October. Hope is not a strategy ...
Matt Cole@ColeMacro

$SATA Updates: - First security in history to pay daily dividends - Beginning 6/16/26, pays on business days, ~250x per year - APR maintained at 13% through June '26 @Strive now holds 15,009 Bitcoin (~$1.2B) with zero debt & $ASST is the only BTCTC w/ pref only amplification.

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Michael Saylor
Michael Saylor@saylor·
All-time high volume. $1.53B of liquidity. Two cents of volatility. Closed at par. $STRC
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Brad Garlinghouse
Brad Garlinghouse@bgarlinghouse·
The Senate Banking Committee is putting in the work as it moves the Clarity Act forward… incredible leadership! Millions of Americans are already in this market. Ripple stands behind this bill because they deserve the same rules and protections as every other asset class. If the largest economy in the world is going to lead on crypto - and it must - this is the moment. Let's get it done!
Senator Tim Scott@SenatorTimScott

Families, small businesses, investors, and innovators deserve clear rules of the road for digital assets. The Senate’s version of the CLARITY Act delivers certainty, safeguards, and accountability, while protecting Main Street, strengthening national security, and keeping innovation in America.

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Paul Grewal
Paul Grewal@iampaulgrewal·
America needs CLARITY.
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Lucian Mincu
Lucian Mincu@lucianmincu·
The new non-negotiable default. Every time a new frontier AI model drops, the development pipeline pauses. Everything pauses. The entire team redirects to one thing: close every new finding that model just made possible. At maximum speed, with maximum focus. This is the new operating system for open source security. Not a temporary measure. The permanent default. ─── Here is what changed. Twelve months ago, a security review meant scanning for known vulnerability classes against a known threat landscape. Today, every frontier model release reshapes what "known" means. Attack vectors that didn't exist as viable threats a year ago are now viable. The raw intelligence available to adversaries has materially elevated in sophistication, speed, and creativity, and it upgrades on someone else's release schedule. For any team shipping open source infrastructure, the math is simple. Every model release is a security event. The roadmap waits. The hardening doesn't. ─── Here is what makes this moment especially brutal. A new project can absorb this. Limited surface area, recent assumptions, manageable scope. But for any team that has been building for years, this is different. At MultiversX we have been building since 2017. Hundreds of thousands of lines of production code. Deeply layered logic across consensus, sharding, virtual machine, networking, and tooling. Battle-tested for years on mainnet, but battle-aged against tools that did not exist when most of it was written. The last two months have been the most challenging period this industry has faced. Not because the code was weak. Because the tools now available to probe it are categorically stronger than anything that existed when it was written. This is exactly why Supernova is taking the time it is taking. Every module. Every assumption. Every surface. All of it is being re-examined against a new baseline. Not the baseline of last quarter. The baseline of last week. 200+ improvements and fixes folded back into mainnet first. Hardening then carried forward into Supernova so it ships above parity, not at parity. This is the work that doesn't make headlines, doesn't ship features, and doesn't move token prices. But it is the only work that matters right now. Any team telling you otherwise is selling you a timeline they cannot honor. ─── Here is the part no one talks about. We have been here before. Not this exact moment, but this exact pattern. Every time a new class of threat emerged, whether it was the first buffer overflow exploits, the first internet-connected attacks, the first smart contract reentrancy hacks, the reaction was the same. Alarm. Adaptation. And then, growth that would not have been possible without the pressure. The internet did not collapse under the weight of its early vulnerabilities. It got hardened, and then it connected the world. Open source did not die when supply chain attacks became real. It got better tooling, better review processes, better community vigilance, and then it became the foundation everything runs on. This is what humans do. We absorb the shock. We rewrite the assumptions. We build the next layer stronger than the last. And then we move forward faster than before, because the foundation is no longer theoretical. It is proven. The teams doing the hardening work right now are not falling behind. They are building the floor that the entire next phase will stand on. That is the floor we are building. And when Supernova ships, it ships on a foundation that has already absorbed the new threat model, not one waiting to discover it in production. ─── The teams still running production two years from now will be the ones that internalized this before it cost them everything. Pause the pipeline. Close the findings. Harden the system. Then ship. Every hour invested here compounds. ─── Still here. Still building.
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Beniamin Mincu |🇺🇸/acc@beniaminmincu

200+ Improvements And Fixes. The Security Marathon Continues We've completed a deep review of every internal and external audit submission received for SUPERNOVA, and finalized implementation of all critical fixes and improvements identified, applying them first and foremost to the production mainnet. A new mainnet security advisory will follow next week. Beyond this release, focus shifts to hardening SUPERNOVA and bringing it above parity with the critical improvements and fixes already battle-tested in production on mainnet. I’ll state this once again for posterity: expect exploits of every kind to continue hitting networks and open-source projects across the space, until the hardening of foundational protocols is taken as the life-or-death matter it is. Every hour invested in security today compounds, saving real money and invaluable time that would otherwise be lost to bad actors hunting for low-hanging fruit. P.S. At the end of this week I'm stepping away from X for 2 - 4 weeks. When I'm back, I'll share the SUPERNOVA RELEASE TIMELINE.

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Beniamin Mincu |🇺🇸/acc
200+ Improvements And Fixes. The Security Marathon Continues We've completed a deep review of every internal and external audit submission received for SUPERNOVA, and finalized implementation of all critical fixes and improvements identified, applying them first and foremost to the production mainnet. A new mainnet security advisory will follow next week. Beyond this release, focus shifts to hardening SUPERNOVA and bringing it above parity with the critical improvements and fixes already battle-tested in production on mainnet. I’ll state this once again for posterity: expect exploits of every kind to continue hitting networks and open-source projects across the space, until the hardening of foundational protocols is taken as the life-or-death matter it is. Every hour invested in security today compounds, saving real money and invaluable time that would otherwise be lost to bad actors hunting for low-hanging fruit. P.S. At the end of this week I'm stepping away from X for 2 - 4 weeks. When I'm back, I'll share the SUPERNOVA RELEASE TIMELINE.
Beniamin Mincu |🇺🇸/acc@beniaminmincu

Hardening security across every live module. We are in the early weaponization phase of frontier AI. The team is reanalyzing the security assumptions behind every module we run in production. Surface by surface, layer by layer. As we have discovered in the past, MultiversX, myself, and perhaps several other team members have been targets of a highly-sophistication attack campaign, by Lazarus and other groups among them. Every attempt has been detected, contained, defended. What is unmistakable to me, is that the raw intelligence now available to attackers has materially elevated the sophistication, speed, and creativity of these groups. The vital work done by the team has surfaced a class of issues that did not exist as viable threat vectors twelve months ago. Each one identified, patched, and folded back into a continuous hardening pipeline. Security is and continues to be the highest priority over the coming weeks. And the shift here is structural: raw AI offensive capability is being normalized into the baseline threat model of every open source project on earth. Until that single fact is internalized by open source and blockchain teams, new attacks and vulnerabilities will be exploited every single day. Responsible teams should swiftly reorder their priorities around this reality. Now. Alongside the vital work done by our engineering team, we very much appreciate the continuous surgical effort put in by the resourceful network of builders, validators, and community members, surfacing issues, proposing improvements, and sharpening the system as we prepare for what comes next. All focus is on this 360° security review until the hardening phase concludes. Then, the next chapter. SUPERNOVA.

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Paolo Ardoino 🤖
Paolo Ardoino 🤖@paoloardoino·
Clarity is coming
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Adam Bates
Adam Bates@xAdamBates·
Always believed that @MultiversX was one of the best built chains with huge potential. Keep on building and believing @beniaminmincu
Beniamin Mincu |🇺🇸/acc@beniaminmincu

MULTIVERSX DEAD, THE NETWORK IS USELESS, PROGRESS IS HAPPENING TOOOOO SLOW, MARKETING, WHAT IS MARKETING? Fair. Here's the fuller story. Presenting the MULTIVERSX STATE OF THE FOUNDATION REPORT, 2ND Edition. A few key highlights. (a) 5 protocol upgrades. 6 governance proposals passed. Footprint down 60%. (b) A full account for $EGLD holders, what was funded, what was built, what was ratified. (c) A focused look at 2026, SUPERNOVA, and what comes next. The picture is simple: the network has been rebuilt from the ground up. Set for a radical reset with the launch of SUPERNOVA. Ahead of this new GENESIS moment, we are documenting the work, clearing the record, and showing what was built. There's one thing this team has been consistently known for, backed by the data: TECHNOLOGY SUPERIORITY, ENGINEERING EXCELLENCE, PRODUCTIVITY OUTPUT, that benchmarks at the top of the industry. Delivered with a team a fraction the size of our peers. Some other things, I’ll say plainly, are far from optimal: chain focus, business pipeline, revenue traction. SUPERNOVA is where we sharpen the first to a razor’s edge, and reforge the second. The report is the receipt for the last two years, and the HIGH PERFORMANCE NETWORK WE HAVE LIVE TODAY. Onward. To SUPERNOVA. ------ Read in full, here: files.multiversx.com/MultiversX-Sta…

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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
I just took a nap. I am now sending everyone their DGD for reposting. We are now at Level 47 and have 420 Nodes. WOW~!
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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
INCREDIBLE!! We have had over 3,500 views of the podcast over the last 6 hours and we grew from to Level 47!!! We also now have 419 nodes. This is a new record. Our network is growing. Thank you Ambassadors!!!
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CoinDesk
CoinDesk@CoinDesk·
JUST IN: @saylor sits down with CoinDesk's @btcjvs to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts
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