I’ve only been back on here a day and I already feel like stepping away again. Watching the $TROVE launch unfold has been pretty grim. The noise. The pile-ons. The certainty from people who weren’t the ones taking the risk. It’s toxic, and I genuinely feel for anyone who lost money. What struck me though, especially after writing about extractors yesterday, is how familiar this pattern is. A lot of the conviction around the pre-sale didn’t come from deep understanding. It came from confident voices repeating the same story. Strong delivery. Clean narrative. Very little visible doubt. And that’s where things tend to go wrong. Not because those people are automatically malicious, but because confidence is cheap when you’re insulated from the downside. Add to that the reality that many teams are still undoxxed, and you’ve got another layer of risk people often turn a blind eye to. You don’t know who they are. You don’t know what happens if things break. And you don’t know how much personal cost they actually carry if it all goes wrong. The gold standard will always be founders who are fully doxed, publicly known, and willing to stand up, speak, and be accountable in the open. That’s rare. But tools like @AssureDefi exist for a reason. They’re not a compromise. They’re actually ideal for founders who have legitimate reasons to stay protected, but still want to build properly. There are plenty of valid reasons someone might not want full public exposure. Personal safety. Regulatory uncertainty. Operating in jurisdictions where visibility brings real risk But what matters is whether someone has chosen accountability at all. Using a verification layer like this signals that someone is willing to be accountable somewhere, even if not publicly everywhere. That said, geography still matters. Being verified in a country where follow-up is realistic (level 1 or 2 jurisdictions) carries very different weight to verification in places where enforcement is effectively impossible. Anonymity isn’t binary. Neither is accountability. What people should care about is whether a team has chosen any meaningful consequence if things go wrong. A simple check I’ve found useful: When someone sounds completely certain, ask yourself what they are exposed to if they’re wrong. No lockups. No illiquidity. No real consequence. That gap matters more than the size of their audience. Crypto keeps relearning the same lesson the hard way: outsourcing judgment feels efficient, until it isn’t. Crypto doesn’t really need louder voices right now. It needs more people willing to slow down and think for themselves.

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Ciryl Gane is asked if he has worked on keeping his fingers closed to avoid eye pokes 🗣️Gane: “No, unfortunately, this has happened at almost every event. This isn’t something special. This is MMA." 😂 via @nypostsports

Q2 2024 Shareholder Update → — Highlights We continued to expand our vehicle lineup globally, with new trims of Model 3 & Y as well as new S3XY paint options. Vehicle - Refreshed Model 3 ramp continued successfully - We also continue to qualify more Model 3 trims for the IRA Tax Credit - @Cybertruck production more than tripled sequentially, remaining on track for profitability by end of 2024 - Ongoing preparation of Semi factory, on track for production to start by end of 2025 - Giga Berlin began producing RHD vehicles & delivered its first units to @Tesla_UK AI & hardware (@Tesla_AI) - Most notably, we rolled out a version of FSD Supervised that primarily relies on eye tracking software to monitor driver attentiveness - Other key focus areas included continued reduction of interventions, while improving driver comfort - @Tesla_Optimus is performing its first task handling batteries in one of our factories - South extension of Giga Texas is nearing completion (will house our largest cluster of H100s yet) Vehicle & other software - Our vehicles continue to improve long after they were delivered via free OTA software updates: Our Spring Release included an immersive full-screen vehicle controls view in Park & various other UI improvements, a native Audible app, Hands-Free Trunk for vehicles with the necessary hardware, & more Battery, Powertrain & Manufacturing - In Q2, we produced 50% more 4680 cells vs Q1 & continue to see cost improvements - Started validation of vehicle testing for our first prototype @Cybertruck with in-house dry cathode 4680 cells in July – a major cost reduction milestone once ramped Energy (@TeslaEnergy) - @Tesla_Megapack & Powerwall achieved record deployment in Q2 – 9.4GWh of total storage deployments! - Powerwall 3 now available in the UK, Canada & Germany, in addition to the US

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Things from the May “In The Know” to keep an eye on over the next 30 days 👀 Will Core Consumer Price Index (CPI) trend below 2%? Will the US Dollar Index (DXY) work back toward 103? Will the Capital Expenditures (CapEx) breakout extend? Will the yield curve flatten further on oil strength? Will housing clear through price or rates? We'll be watching. See you in June.

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