sachin 🐢

Stablecoins are faster and cheaper than wires. The only reason more companies don't use them is they don't want to set up, learn and run a second system. We just removed that reason.

Top startup raises used to require connections you didn't have and minimums you couldn't meet. Crafts just changed that: > Private access > Curated deals > Equity-linked tokens Limited spots - Apply now.

@ednevsky @pmarca love it, can assume a dashboard of sorts, managing demands and overall support for the founders, async; will be helpful. ps: would love to learn more.

@x01punk @pmarca We're making our AI co-founder flexible in it's approach! Depending on what the founder needs

HUGE news - No Cap just got acquired by Audos.com 💣 When I had first chat with @thorneny & @werdelin I knew our vibe & outlook on the industry is a 100% match. Changing the industry is never easy, and you need strong partners to do so. Together, we’re now serving 10k+ AI-native solopreneurs, investing up to $100k for 0% equity. Yes, you heard that right. I’m bearish on VC moving on, and @nocap_so is officially out of “unicorn” business. Repost this & comment your biz “one-liner” below and you’ll get a speed-review for an up to $100k equity-free investment ticket from No Cap and Audos.

@ednevsky @pmarca agreed! and even if you create a great support system for founders, its hard to find a strong balance of (fairness ,finance) curious if you guys are exploring something on those ends?

🧵 In the meantime, here’s the whole story (in hindsight, it’s been a long time coming): Exactly a year ago, I launched No Cap as the world's first AI that actually invested real money into startups. She went viral - @pmarca retweeted her, Forbes wrote about her, and half the venture industry saw the demo (3M+ impressions and counting). We built a community of thousands of founders and investors around her. The No Cap Mafia (@ProfDumpster, @solonitsyn, @peignoir, @dmitry_star, @MichaelandMa, @sahin, @patonchain, and others) became a real thing. But here's what nobody talks about: while building all of this, arrived at an uncomfortable conclusion after evaluating all of the pitches. The vast majority of founders we saw weren't venture-backable. Not because they lacked talent or ideas - the model itself doesn't work for most businesses. The whole VC playbook of pitch decks, board seats, and 18-month fundraising cycles? It's broken for 99% of founders. The pattern was impossible to ignore: the founders weren't broken, the model was. They didn't need another investor telling them to pivot. They needed a partner that helps them focus on their business and their customers, and provides funding to grow whenever they're ready.

@klimonchain tryna DM ser

@WPReadingClub absolutely! miss my old kernel days, living through y'all

These are the people that I love - the ecosystem that I remember, and why I am still here :)

@twynexyz can i work with you guys? 🥲

The DeFi dream is dead (?)

@klimonchain @WPReadingClub ty brother, designing for predictions & markets

@x01punk @WPReadingClub this is what real studying looks like respect

shoutout to folks at @WPReadingclub - your Token25 event gave me my first real class in crypto legal at exactly the right time! this whitepaper has been through war - ruined, coffee stained, but has been my go-to reference and now the primary source for my agent, and today i discovered new news endpoints across asia, especially the hong kong market. grateful 🙏🏼 These days, we often discount crypto events in terms of value, especially us old dogs -- but @WPReadingClub should be mandatory hands down! ps: wondering if i can get the same learning & community experience online.

@WPReadingClub much love 🙏🏼 and yes, would love to cook a session together. can't seem to dm though.

@x01punk Thanks brother - it's an honor to have you. These crumpled papers are beautiful and reminders of why I, you, us love this :) Would love to see if we can do something online. Want to co-lead a session together?

Chaos AI analyzed the vaults impacted by the USR exploit. A ton of interesting weekend transactions. Here, we build a knowledge graph, filtering for the Gauntlet USD Alpha Vault and the Gauntlet Resolv USDC vault: Pre-exploit: • USD Alpha had allocated ~438,440 USDC to the Gauntlet Resolv USDC vault • That vault was deposited into the impacted Morpho Resolv markets via the Gauntlet Resolv USDC vault. app.morpho.org/ethereum/vault… • USD Alpha held receipt tokens representing this exposure Post-exploit, March 23: • 00:30 UTC, Gauntlet USD Alpha sends ~438,440 USDC worth of resolvUSDC receipt tokens (~405,439 shares) to a Safe. • 00:35 UTC, Gauntlet USD Alpha receives USDC ($438,401) from Coinbase. Receipt tokens out, USDC in, 5 min apart, w/ roughly the same notional. etherscan.io/tx/0x7db422e95… #eventlog#541" target="_blank" rel="nofollow noopener">etherscan.io/tx/0x35ce2a750… A ton more to dig into. Analyzing and contrasting vault curator operations and allocation patterns in real time is one of the use cases we’re building Chaos AI for.

@matty_ buybacks are broken imo. $1.4B spent across crypto in 2025 and most tokens are still flat anyway. what actual exit/return mechanisms are you building at Legion? token burns tied to revenue? Or something else?

@zkCyborg totalmenté!

builders who left crypto for ai are going to come back the ones who stayed are going to be ready

Unfortunately, my team got cut in the layoffs. A disappointing outcome to an otherwise fantastic experience. I’m very grateful to have been a Messari Research Analyst. What I can confidently say is that quality thought-leadership is presently the most undervalued resource in crypto. The mediocrity of AI-driven writing and reasoning has convinced many that it is a suitable replacement for a research analyst. I promise you - it isn’t. Frontier technologies today (crypto, AI, robotics, quantum) are hyper-ideological and incredibly contentious. We’re entering a new era that demands human judgement and debate. LLMs will tell you what’s consensus. Ask any LLM today if an intelligent person should pivot from crypto to AI; they all say yes. We need thought-leaders willing to play 4D chess in public and get a couple moves wrong before they win the match. Humanity is incredibly undervalued in the 21st century. Lastly, the talent density at Messari was unlike anything I’ve ever seen. Any crypto companies hiring should reach out to myself, Diran, or any of the Messari folks directly to get in contact if you’re looking to hire.

Our portfolio companies are hiring Looking for roles in DeFi? Early-stage teams? The intersection of DeFi x FinTech? There’s something for those who want to work at the frontier of crypto ↓ vc-jobs.wintermute.com/jobs

Man, this guy's account is on another level. Breaks down the most complex topics so even a kid could grasp it, all while carefully explaining to you where the money moves to next during this AI cycle. Detailed but not dragging, with crystal-clear points. He even explains every major risk in detail and what is necessary for the thesis to play out. Top-shelf, investment-grade quality every time. Seriously impressive.

stop spending money on Claude Code. Chipotle's support bot is free:

@KRMA_0 @StaniKulechov 100% true man! ps: been a minute ser

@StaniKulechov What a fucking absolute shitshow of amateurism this has displayed is beyond me. Trad and banking bros will have a field year (not day) because of this one, and for a good reason too.

Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox. The user confirmed the warning on their mobile device and proceeded with the swap, accepting the high slippage, which ultimately resulted in receiving only 324 AAVE in return. The transaction could not be moved forward without the user explicitly accepting the risk through the confirmation checkbox. The CoW Swap routers functioned as intended, and the integration followed standard industry practices. However, while the user was able to proceed with the swap, the final outcome was clearly far from optimal. Events like this do occur in DeFi, but the scale of this transaction was significantly larger than what is typically seen in the space. We sympathize with the user and will try to make a contact with the user and we will return $600K in fees collected from the transaction. The key takeaway is that while DeFi should remain open and permissionless, allowing users to perform transactions freely, there are additional guardrails the industry can build to better protect users. Our team will be investigating ways to improve these safeguards going forward.

i can't believe nobody caught this. Anthropic's entire growth marketing team was just ONE PERSON (for 10 months, confirmed) a single non-technical person ran paid search, paid social, app stores, email marketing, and SEO for the $380B company behind claude here's exactly how one human is doing the job of a full marketing team: it starts with a CSV. 1. he exports all his existing ads from his ad platforms along with their performance metrics (click-through rates, conversions, spend, etc) 2. feeds the whole file into claude code 3. and tells it to find what's underperforming. claude analyzes the data, flags the weak ads, and generates new copy variations on the spot this is where he gets clever: he then splits the work into 2 specialized sub-agents: 1. one that only writes headlines (capped at 30 characters) 2. and one that only writes descriptions (capped at 90 characters). each agent is tuned to its specific constraint so the quality is way higher than cramming both into a single prompt so now he's got hundreds of fresh headlines and descriptions. but that's just the text. he still needs the actual visual ad creative, the images and banners that go on facebook, google, etc. so he built a figma plugin that: 1. takes all those new headlines and descriptions 2. finds the ad templates in his figma files 3. and automatically swaps the copy into each one. up to 100 ready-to-publish ad variations generated at half a second per batch. what used to take hours of duplicating frames and copy-pasting text by hand so now the ads are live. the next question is which ones are actually working. for that he built an MCP server (basically a custom integration that lets claude talk directly to external tools) connected to the meta ads API. so he can ask claude things like: • "which ads had the best conversion rate this week" • or "where am i wasting spend" and get real answers from live campaign data without ever opening the meta ads dashboard and the part that ties it all together and closes the loop: he set up a memory system that logs every hypothesis and experiment result across ad iterations. so when he goes back to step one and generates the next batch of variations... claude automatically pulls in what worked and what didn't from all previous rounds. the system literally gets smarter every cycle. that kind of systematic experimentation across hundreds of ads would normally need a dedicated analytics person just to track the numbers from the doc: ad creation went from 2 hours to 15 minutes. 10x more creative output. and he's now testing more variations across more channels than most full marketing teams a $380 billion company. and their entire growth marketing operation (not GTM) = just one person and claude code lol truly unbelievable