kidponga

@garrytan you’ve gotta use @agentcashdev agentcash.dev

I want this for my claw My claw wants to pay for access to data

@Shaughnessy119 max pain is and always will be -50%

Max pain is $BTC goes quantum secure and runs to $250k while everyone’s stuck in 3rd and 4th layer late stage AI SPVs

claude desktop is probably the best user friendly OS for human machine interaction

This is absolutely bonkers. @wingbits contributors - people with rooftop antennas - collectively built one of the world's most useful maps of GPS jamming. Analysts & journalists are using this map to understand military activity and escalation in Iran. independent.co.uk/news/world/mid…

@0xBebis_ @jdorman81 x.com/kidponga/statu…

@jdorman81 Have you guys done any writing on what you look for in tokens?

The whole thread is good, but this last part is most important. Arca has a liquid token fund and we think less than 20 tokens are even part of the investable universe (and we only actually own 5-10). None of the token issuers or exchanges or VCs ever ask what it is a liquid fund wants to see to make a token investable. They don’t care. They just want to max extract, and there are no investment banks or independent market makers to keep them honest. The exchanges are the worst culprits. An “everything exchange” doesn’t work when you kill all of your customers with terrible investment products, and try to sell the whole industry as one giant “macro trade”. Only way to move forward is to focus on the 10-20 tokens that are investable, ignore the rest, and require tokens to be built properly before giving them liquidity and visibility.

@chainyoda yes

Claude Code is built less like a chatbot wrapper and more like a small, dedicated operating system. Each of more than 40 different tools have their own modules and permission gates, separating them from both the language model and the user’s computer. From Andrew Ng

@AustinBarack do you look at Lighter and Hyperliquid as complementary protocols?

I think the Telegram announcement today is exactly the catalyst Lighter needed. $LIT has looked cheap on a relative basis for a while but imo very few crypto investors (and hence very minimal flows) are invested on relative valuations (try and explain Ripple and Cardano if you disagree). People invest primarily imo on growth, TAM, and narrative. If activity starts picking up in conjunction with this and additional distribution announcements, we could see a monster run.

@Polymarket @LaLiga @FCBarcelona check out sigtel.xyz

We're honored to be named the Exclusive Prediction Market Partner of LALIGA — the 1st major European soccer league to strike a deal with prediction markets. The official event contracts for teams like Real Madrid & FC Barcelona now live exclusively on Polymarket.

if i was a service provider that earned my shekels by taking a toll from market participants to provide open data to them, i would be preparing for death. gone are the days where you need to pay enterprise grade subscriptions for crypto data, that is open and indexable. something coming soon.

Hyperliquid State of Stablecoins ~20% of bridged USDC, or (1.1B), has migrated to native since support for native USDC went live towards the end of 2025, marked acceleration since the beginning of March. 5.18B total stables, 4.92B USDC and USDH supply up to 90M

@StaniKulechov @SuhailKakar is hypercore defi?

@SuhailKakar This is not DeFi

defi is fucked lol drift just got drained for $200M+ and here's how: - attacker minted 750M fake tokens - made a raydium pool with $500 liquidity, priced at ~$1/token - compromised admin key listed the fake token on drift - disabled all withdrawal guards in one tx - deposited $785M of fake "collateral" and drained every vault in 31 txs over 12 minutes - nobody noticed for an hour - attacker came back 2hrs later to grab a few more million the multisig was 2/5 with a 0-second timelock. $200M+ protected by two signatures and zero delay. and people wonder why nobody takes this industry seriously

@robertburkhart not all tokens are created equal. I underlined it here 2 months ago

we’re in the end game of tokens. only 25-30 tokens are actually investable by liquid venture. that’s because the silent back room agreements are keeping these tokens from appreciating. the damage of years of neglect and negligence has caught up to tokens. very few VCs want to own them anymore. I DONT blame them. after operating the Blockworks Token Transparency Filings - a collection of digital asset disclosure standards - I’ve seen the silent agreements. the tvl deals, the MM allocations, the CEX allocations, the allocations to cayman service providers, and much more. the problem isn’t the tokens, it’s the way projects and service providers are using them. tokens used to mean alignment. now there just a call option for developer company equity holders. we need to bring trust back to token holders - that’s why I created the B1 ICO filing — a one time disclosure similar to an S1 in tradfi. the damage the problem is causing MUST be reversed.

A quarter bil hack in 2026 on a platform marketed as built for institutions is not acceptable. It is simply not acceptable. Genuinely feel for you if you lost money in the incident.

@aplusk yeah pretty much - also private data

Evening Software musings… Welcome to the great convergence. Only moats = capital, distribution, compute, isolated intelligence- data or human Future big co playbook= offer acquisition IF: acquisition provides time/value competitive edge THEN: capitalize, integrate, broadly distribute ELSE: duplicate and broadly distribute. Only stand alone entities = unique isolated trapped data sources. (Edge intelligence) and regulated human in loop functions. Organization principles are no longer value assets. Chag Semeach

aged like milk hype fdv to flop sol fdv in 2026

@jackzumwalt @KimptonAI omg i’d love to chat

Maybe we'll add institutional-grade generative reports too...