David Hoffman
@TrustlessState
Optimistic storyteller of frontier technology. The chaotic side of @Bankless
1.9K Following 253.3K Followers
.@Euphoria_fi comes online today.
The immediate perspective is that it's a consumer app, but long-term bull is that it's a liquidity bootstrapping device for an options protocol.
Pull in consumer with short-dated expiry and slowly extend for pro.
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Euphoria mainnet is now live.
It's time to have some fun.
I climbed that
The most famous hike in Patagonia. Laguna de los Tres. A 10 km hike from the town of El Chalten, Argentina.
this is what happens when you make staying private till $1 trillion the norm
trading that was supposed to happen on open exchanges move to private OTC markets
pure chaos
There’s not too many people who can share exactly what’s happening with the @AnthropicAI secondaries grey market
@diogenes is one of the few
Learned a ton from this episode - check it out
LIVE NOW - The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares
Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque.
@diogenes of @patagon breaks down how it actually works:
- which deals Anthropic blesses and which get cease-and-desists,
- why fake share certificates show up in 10-20% of executed deals,
- what tokenized equities and pre-IPO perps actually represent,
- and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs.
Enjoy.
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TIMESTAMPS
0:00 Intro
0:40 What is Going on in Secondary Markets?
7:03 How Anthropic Secondary Markets Unfold
14:51 Anthropic’s Secondaries Social Elite
19:00 Emerging SPV Structure
21:51 Accidental Frauds?
27:04 After IPO Consequences
35:13 Private Market Lessons
38:21 Patagon Markets
43:54 Tokenized Perps
44:57 Closing Thoughts
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HOLY FUCKING SHIT OMG CLAUDE JUST CRACKED THIS SHIT, THANK YOU @AnthropicAI THANK YOU @DarioAmodei NAMING MY KID AFTER YOU 😍
LIVE NOW - Will AI Populism Decide The 2028 Election? | Jasmin Sun
@jasminewsun talks about how AI became a political fault line:
- Why anti-AI coalitions are forming across left and right
Data centers, jobs, and the backlash against tech elites
- The “jobpacalypse” debate
- AI SuperPACs and the coming 2028 fight
- What a real grand bargain for AI could look like
- AI is not just a technology story anymore.
Enjoy the episode.
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TIMESTAMPS
0:00 What Is AI Populism?
2:56 Why AI Could Matter in 2028
11:13 Data Centers, Distrust, and Warning Shots
25:27 The Jobpacalypse Debate
43:25 Game Over for Labor?
51:52 The New AI Political Map
1:04:50 Power Inequality, Policy, and the Grand Bargain
1:18:37 How to Stay Useful in the AI Era
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I unfortunately like mert
go back in time to 2023-2024 and try predicting that me, tushar, and david would be on bankless to talk about zcash
beautiful
Infinex is legit the wallet I always dreamed of. not sure why more people aren't using it.
No hardware wallet. Seamless across devices. txs always execute the first time
just needs on/off ramps & a mobile app & I won't need a CEX anymore
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I’m so impressed that Elizabeth Warren stayed up all night to read the 300+ pages of the CLARITY Act and deliver an objective assessment of the bill’s merits and not just some knee-jerk reaction. This is what true public service looks like.
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going on bankless to talk zcash tomorrow
truly the most entertaining timeline
David Hoffman thinks Michael Saylor selling Bitcoin is actually bullish
“I don’t think Saylor selling Bitcoin is bearish. I think it’s bullish. I think more net Bitcoin will be bought by Saylor the more he can imbue STRC with more confidence”
“When he says he’ll sell Bitcoin to fund the dividends, that’s an example of him committing to appropriately managing risk"
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What
#BREAKING#: California mayor Eileen Wang charged as an illegal Chinese agent; set to plead guilty.
going on Thread stream shortly
IM LIVE: I am being PVPd. zcash uhhh? hims earnings. some other fun stuff just join man
JOIN ON TWITCH
Really fascinating conversation with @ARedbord about the illicit finance markets in crypto
North Korea, Iran, Cambodia pig-butchering scams…
And how the FBI, CIA, OFAC leverage crypto to fight them
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LIVE NOW - Why North Korea Is Winning Crypto Crime
North Korea isn’t just hacking crypto. It’s turning DeFi into a state-run revenue machine.
@ARedbord join us to talk about:
- The $285M Drift hack
- DPRK’s crypto crime playbook
- THORChain + Bitcoin laundering rails
- Privacy vs enforcement
- How DeFi fights back
Watch now.
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TIMESTAMPS
0:00 Intro
2:16 The Drift Hack
5:15 Human Weak Points
11:16 The DPRK Hacker Network
14:56 The $6B Machine
20:32 Fighting Back
28:11 Seizures and Victims
38:58 Inside TRM Labs
47:01 Laundering Rails
52:51 The Beacon Network
58:06 Privacy vs Security
1:10:20 Code and Crime
1:14:49 Iran on Tron
1:22:55 Bitcoin and Power
1:28:49 Hardening DeFi
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So cool to join legends @RyanSAdams and @TrustlessState for one of the most nuanced and in-depth convos on illicit finance - and how to stop it - in crypto I have ever had. 🙏 @Bankless
Got piqued by $ZEC yesterday, so I decided to write an article
There's more substance to the $ZEC narrative than I originally thought.
I'm pretty bullish!
The EF selling 100 ETH is so incredibly inconsequential, its amazing people are get riled up about it
CT doesn't care about reality, it just likes when it can rabble about something
