With ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 recently making ATHs and growing interest in on chain privacy, I thought I'd reshare the original Zama thesis I underwrote in 2023

Confidential DeFi at scale, live today. Zama is the fastest growing confidentiality protocol for onchain finance. Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho. The same trusted curators and strategies that institutional capital already uses, now with confidential entry. Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size. Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi Access: @Morpho, @utila_io, @yield_xyz, @zerion Incentives: @pendle_fi, @merkl_xyz With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD) Shield, send, deposit, earn, and swap, all confidentially at:

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models.

Introducing GLM-5.2: Frontier Intelligence, Open Weights - Significant improvements in coding and agentic tasks - Strong long-horizon capabilities with a 1M context window - Two levels of reasoning effort: GLM-5.2 (max) pushes the limits, while GLM-5.2 (high) strikes a strong balance between performance and token efficiency - MIT-licensed open weights - Same API pricing as GLM-5.1 Tech Blog: Weights: API: Coding Plan: Chat:

In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment. This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.

0/ ERC-8004, the standard for universal AI agent identity, reputation, and verification, is now live on Ethereum Mainnet. With the ERC-8004 standard, AI agents are accountable economic actors. Here are 5 unlocks that ERC-8004 gives to builders, and how to integrate today.

100% of $FIGHT ICO proceeds will be refunded to all participants. As the flagship project on $FIGHT is setting a new standard for putting the community first. The team has the financial strength and the grand vision to prioritize long term growth over short term funding. They are well capitalized and have chosen to give the total upside back to the believers. With the 100% refund, tokens will be airdropped to: - ICO participants on @BNBCHAIN - ICO participants on @solana - x402 Fight Pass holders - Holler Campaign participants - $HOLO stakers Refunds and token distribution are automatic and will be sent directly to your contributing address on BSC and Solana. No action is required on your part. - Total $FIGHT Supply: 10 billion - 85 million tokens (0.85% of supply) will be airdropped - For all ICO, x402, and Holler campaign participants: 0.2% of total supply unlock on TGE, 0.15% unlock on day 7, and 0.15% unlock on day 14 - For $HOLO stakers: 0.15% of total supply unlock on day 7, and 0.2% unlock after the first month The focus is now entirely on the $FIGHT launch. We are ensuring the ecosystem has the strongest possible momentum for its secondary market debut. Strength in execution. Grand vision. This is how we build the future through Holoworld. $FIGHT