Revolut CEO describing VCs as CHEERLEADERS “Investors should not interfere in the company at all. They’re purely providing capital and then they should leave the company alone… It’s like having a professional football team that plays, and then the cheerleaders trying to tell the players what to do. Everyone has an opinion and not every opinion is valuable." he did it at ITW and he did at again in this podcast

not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.

Light takes about 134 milliseconds to circle the Earth With Alpenglow, @solana now reaches finality in about 150 milliseconds. “The 150 millisecond number is basically the speed of light around the globe.” @bw_solana, CEO of @anza_xyz

Depending on who you talk to, our industry growing up is either doom or glory. We are finally globally relevant and that necessarily means we are less insular. Because this industry was created by the stubborn resolute and unwavering conviction of contrarians, misfits, and fringe actors, we relished in the pirate mindset. We loved our insularity. (Tbh, I miss it too at times). The “web3” thesis where programmable blockchains are supposed to be decentralized computing infrastructure for many apps ultimately incinerated billions of dollars of venture capital because it led tech minded builders and their investors to prioritize app sovereignty over unified liquidity. This was wrong on first principles. As it turns out, blockchain has and always will be financial infrastructure. Finance superpowered by tech and programmability. Decentralization, neutrality, and censorship resistance have never been more important. Whether this excites you going forward depends on whether you’re more west coast or east coast; San Francisco or New York; more tech or finance minded. From the west coast crowd, I often hear disappointment (“oh in the end blockchain is only about finance?! That’s it?”) I couldn’t be more excited, and I think the mandate has never been more clear and also attainable. Capital formation isn’t an abstract thing that bankers do when you are ready to IPO. Capital formation enables innovation. It allows us to take big bets on the future. Liquid markets enable capital formation. Over the long term, there can not be a larger global capital market than the internet capital market. The biggest market to possibly unify is that of people on the internet who use money. Like all things the internet has ever touched, the online/onchain experience is never the same as the pre internet experience. Just as we needed network engineers to imagine and build blockchain networks, we need consumer tech minds to complement finance minds to deliver new ways of accessing finance. This is not and has never been a small vision for blockchain. In fact, I would argue that it’s a core intent of a “peer to peer electronic cash network.” We welcome those who want to double down on finance for the internet to come join the Solana ecosystem and make good on this mission. I think it’s fine and even great that the risk-on talent from blockchain is now expanding new frontiers away from blockchain. New frontiers are only ever explored by those with stubborn resolute unwavering conviction.

the abu dhabi screen was so impressive my young son came on day 1 he later asked me how much i got paid to be on stage (i said huh??) he said well yes - don't concert performers usually get paid? absolute cinema

The AI-driven surge in vulnerability discovery and exploitation has begun. Three indicators from the past few weeks: 1. chatter that incident response firms are fully booked and overwhelmed with business (meaning breaches are happening even if we don’t see headlines) 2. a major certificate authority compromise (eMudhra) 3. the massive PHP vulnerabilities discussed today (CVE-2026-109618 and CVE-2026-109619) AI is either directly discovering the vulnerabilities or is a means to rapidly exploit the issue at scale and low cost. The combination of low cost and scale means industries that skated under the radar because of attacker interest / ROI are now squarely in the attack crosshairs. This applies to all companies, big and small. You are not safe because “hackers won’t come after industry XYZ”. They will. The defensive needs are clear. We need to migrate from human-driven cyber defense to defense at the speed of computers. This is the position I laid out in December when I spoke to the House Homeland Security Committee subcommittee in DC about the threat of AI-powered cybersecurity attacks. What should organizations do today? This is not an exercise in being clever. Rather the need is to be comprehensive. 1. Understand your exposure - Establish an automated inventory of your packages, libraries, operating systems, full tech stack, etc. 2. Understand when you need to respond - Build automated monitoring systems that monitor public CVEs and cybersecurity chatter and cross-reference this with your inventory. Response time is moving from days to hours to minutes. You need automation and alerting. 3. Mobilize and plan for response - The issue will inevitably hit at 2am. How will you mobilize the right team members? Can you bring the system offline in moments (operationally, and do you have internal authorization)? What team members are needed? Do you have reliable paging and response? Practice now. 4. Reduce Attack Surface & fix issues you can now - AI chaining is increasingly tying together otherwise low-risk issues into critical outcomes. This means you either need to comprehensively analyze all known vulns to better understand if a low is actually a high risk issue. Or, lacking this capability, be more aggressive to fix known issues. One simple way to fix issues - remove the access and exposure. A device that can’t be reached is much harder to exploit! This is not business as usual. Your cybersecurity posture and strategy over the next 18 months are an opportunity to survive when your competition fails (and they may no longer be a competitor at that point). If you’ve been saying “We take cybersecurity seriously...” This is your chance to put your money where your mouth is.

The customers are already onchain. Corda is being built on @solana to bring institutional yield to eligible investors, alongside the DeFi markets they already use. @Mcdtv on the case for public rails on @thinkingcrypto.

We held our first Capital Summit in Shanghai on Thursday, where we brought together hundreds of allocators and builders not just from China but from around the world to talk about capital formation around innovation. Some of the things I learned: - market cap for domestic listed companies is 1/6 of NY listed companies for equivalent earnings profiles - the dominance of bio and life sciences IP originating from the Chinese research market - there are over 50,000 SMEs from this market awaiting the opportunity to IPO