Typical auditors gives you an attestation. A protocol gives you a computation anyone can re-run, backed by stake that gets slashed if it lies. Only the second scales to millions of machine-speed interactions between agents who will never have to meet in a courtroom or get less preferential treatment by the "Big Four." Yukon from @eigenlabs is this primitive applied to open science — anonymous humans + AI agents just beat Google's frontier quantum result by 50%+ and delivered a 9.5x prover speedup for @Lighter_xyz. Digital assets aren't a sideshow to the agentic economy. They're its trust layer. The rules of the Internet are being rewritten again, even if not everyone knows it yet.nitter.net/eigenlabs/status/20850…

1/ 🚀 New special episode today on Medici Level Up – Live at LA 26 Join @David_Grid & @SeanMFarrell on-site as they sit down with 3 industry leaders in digital assets - a capital allocator, a protocol founder, and a builder bridging TradFi and blockchain. ▶️ Full episode link + interview snippets below 👇

Finality Liquid Opportunities (‘FLO’) is honored to be named Multi-Strategy Fund of the Year at the @Hedgeweek Global Digital Assets Awards 2026. @David_Grid breaks down how our cross-asset framework helped us avoid the digital asset drawdown, and why we think this is a Netscape moment for the industry.

1/ 🔊 "AI will be able to de-anonymize your wallet - it knows where and when you're transacting. It's a major risk. So what should financial privacy look like in the age of AI? New Level Up episode is LIVE with @will__mcevoy, CIO of @cypherpunk. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Why privacy may be "the other side of the AI coin" ◆ The investment thesis behind Zcash and Cypherpunk ◆ Bitcoin's institutionalization and the revival of cypherpunk ideals ◆ The evolution of digital asset treasuries ◆ Key catalysts and risks shaping the privacy thesis 🔗 Full episode links below ⬇️

🎉 Edition 53 of my newsletter, The Funding, is live! Many thanks to @David_Grid, @richwgalvin, @cosmo_jiang, @jackbplatts, @VidiellaLaura, Andy Martinez of @CIG_Crypto, Loren Asmus of @UTXOmgmt, @sanatvc, @LukeLokhorst, and @jdorman81 for sharing insights 🙌

Thanks @David_Grid and @SeanMFarrell for a great conversation at Medici LA We covered a lot of ground on financial privacy and why I have backed Zcash $ZEC for nearly a decade

1/ 📣 "In the next 5 or 10 years, there's not going to be this concept of public or private. All investable assets, ownership will be recorded on a blockchain." New special episode is LIVE on Level Up with @BarrySilbert, Founder & CEO of @DCGco, captured on stage at Medici LA 26. Join @David_Grid & @SeanMFarrell as they dive into: ◆ What projects and themes actually survive this cycle ◆ The state of institutional digital asset adoption ◆ Why Bitcoin's original promise may be under threat ◆ The Zcash thesis: a $2T store of value market up for grabs ◆ Why Bittensor is Barry's biggest bet of the decade 🔗 Full episode links below 👇

Bitcoin is a currency backed by energy and AI is literally sucking the energy and value out of BTC as more and more miners pivot to being AI data centers

This month I truly discovered the powerful role an uncorrelated asset like Bitcoin (#BTC) can play in a diversified portfolio. My short BTC position went down and was a great hedge against my equity longs as they went up and was a great hedge against them as they went down.

Looking forward to speaking at the AIMA - The Alternative Investment Management Association Digital Assets NY Conference next week, where I'll be discussing: Public equity & credit - finding fundamental value in blockchain-related companies.

During the @NetworkMedici LA conference this week, @SeanMFarrell and I had a lively conversation with a true legend in the industry, @BarrySilbert, Founder & CEO of @DCGco. We discussed the early days of Bitcoin, his experience founding DCG and launching GBTC, the upcoming Grayscale IPO, crypto miners converting to AI, and why he thinks Zcash and TAO are compelling opportunities.

Take notes everyone 📝 - this is a list of protocols that will be classified as securities under the Market Structure Bill

This seems pretty good for most of DeFi. But it sounds like this kinda kills intents.

Institutional momentum is accelerating. Not long ago, the focus was on understanding blockchain. Today, institutions are asking how quickly they can modernize core infrastructure and keep pace with peers. Watch @MarkWendlandCSH and Mark Toomey of @CantonStrategic join @David_Grid and @SeanMFarrell on the latest @NetworkMedici Level Up episode: piped.video/watch?v=NuqFKwHt…

Our focus at @CantonStrategic is now on execution and modernization of core financial infrastructure. Appreciate the conversation with @David_Grid and @SeanMFarrell at @NetworkMedici alongside Mark Toomey. Watch the full discussion: piped.video/watch?v=NuqFKwHt…

🎙️ Two years ago, institutions were asking "what is blockchain?" Today, they're asking "how far behind are we vs. other banks?" The conversation has shifted - and there's no going back. New Level Up episode is LIVE today with @MarkWendlandCSH & Mark Toomey of @CantonStrategic. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Why @CantonNetwork matters for TradFi ◆ The investment thesis on the coin and the stock ◆ The "DAT 2.0" playbook: SuperValidator, apps, & ecosystem investing ◆ Tokenized RWA, key partners & adoption metrics ◆ Competitive landscape & key risks 🔗 Full episode links below ⬇️

1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base." @xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana. New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Its evolution from DEX aggregator to DeFi super app ◆ JupNet: the omni-chain execution layer ◆ Jupiter Global: stablecoin cards + QR pay in 200 countries ◆ Net-zero emissions DAO vote + ParaFi’s investment ◆ Bull and bear case for JUP at current valuations 🔗 Full episode links below ⬇️

The next phase of ETFs is here: yield on-chain exposure. Finality Partner and Head of Liquid Investments @David_Grid spoke to @YahooFinance’s @ines_ferre about how Wall Street is exploring ways to generate yield for digital asset investors — including staking mechanisms integrated directly into ETF wrappers. Read David’s insights below: finance.yahoo.com/news/a-div…