⟠ I have zero knowledge of crypto ⟠ FryCook turned HeadChef at @PlutosCap ⟠ channeling network spirits ⟠ pesca-pescatarian

On-chain
v2 of Privacy Pools is coming 🔥🔥🔥 It will the the next step in compliant privacy tooling: - built-in private yield - more security via hardware wallet support for ZK secrets, multi-sig and safe support - stealth addresses for interacting privately with DeFi protocols - private double-blind venmo-style payments and requests Live on testnet right now. Don't miss this. There is no future without privacy.
Incredibly proud of the team at @0xbowio for what they are building. Myself and @Cyph3rVae are grateful that Plutos Capital can play a part in their journey. Without privacy the future looks grim. Yet with privacy pools built by 0xBow there is hope. A future where you can achieve privacy onchain yet dissociate yourself from illicit funds. The morally right thing, without compromising your values. And let's not forget institutions. Without compliance enabled privacy institutional adoption is a fantasy. If you haven't already, check out Privacy Pools and get ready for v2. Many great things are coming. Devs are cracked, and cooking.
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Great writeup from Gabe on latest SEC guidance. Highly recommend giving it a read.
read the SEC's new crypto assets FAQ the securities laws are starting to look opt-in now, at least as applied by the SEC to crypto if you raise money by selling a non-rights-bearing token, are careful about what you represent or promise, and have a functional crypto system, there is now an extremely broad path outside the securities laws--arguably 'functionality' is not even necessary but there's some equivocation on this the buyback guidance goes further than I expected. once the system is functional, even announcing a token buyback *program* (which I guess even could be a 'perpetual program') does not, in the staff's view, constitute a promise of essential managerial efforts. same for promises to improve the system or grow its network effects so you can retain enormous influence over the thing, keep developing it, support its price with buybacks (including under a permanent "program"), and get many of the benefits of having a public investment instrument, without giving holders the rights or protections that normally come with one they have opened a loophole in a regulatory regime whose whole point was supposed to be that you couldn't draft your way around economic reality (see e.g. papers.ssrn.com/sol3/papers.…) can't really say if this is good or bad, but VCs etc. got a lot of what they wanted & the market should absorb all the implications of this among others, I am growing skeptical how much of a 'long tail' there will be for tokenized equity. . .if you can get people to buy a coin in the style of BNB, HYPE, PUMP, etc., with minimal regulation, why voluntarily take on the burdens of selling them equity? if you are not mag-7 level, it doesn't seem there would be much reason to focus on equity securities for your capital-raising. . . if you want to access 'traditional buyers' you can wrap the token in an equity instrument like an ADR for those institutions. . . the obvious next question is how far this extends beyond crypto businesses. can an ordinary company attach a functional token to its business and apply 100% of its profits to discretionary buybacks, without giving holders any right to those profits or making representations about future business efforts that independently trigger Howey? the FAQ doesn't expressly resolve that, but it opens a pretty enormous door equity still gives investors something a discretionary buyback token doesn't. . .the question is whether the market will pay enough for those rights to make granting them worthwhile. otherwise the incentive is to keep the equity for insiders and sell everyone else the coin crypto's current focus on hyping tokenized equity may be misguided, the bigger trend is "get all the benefits of equity with none of the burdens" of course this is SEC guidance, not a repeal of the statutes or a command to the courts. a private plaintiff or a future SEC could have other ideas but did not think I'd see it in my lifetime. . .the securities laws are being "disrupted" in substantial part by incentivizing making fewer commitments to investors. and if Warren Dems eventually take control and try to undo all this, after an entire market has organized around it, the resulting chaos will be something to behold sec.gov/about/divisions-offi…
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Lukas ⟠🔺 retweeted
if someone is building anti-smart glasses that use lasers or other tech to disrupt meta glasses from filming you I will write you a juicy angel check right now
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> What? TAM? No no no. Why would you mention TAM? >> To...to...demonstrate the potential size of our market... > No. If you talk about the size of the market, people will ask how big, and it will never be big enough. > The idea with a $10 Trillion TAM becomes the $100 Billion TAM dog > But if the market doesn't exist, you can say the market is unlimited. You're a potential pure play. > It's not about how big the market is for your idea, it's about how much your idea is worth. > And what ideas are worth the most? Ideas with no market. > Quantum computing? Humanoid Robots? No market. > Anthropic says their product won't have any market because it's going to destroy the whole fucking planet, and that Dario motherfucker is the EA King. > There's no market. No one wants to see a market. Go! >> Uhh I just thought that mainly if you're going to start a company you need to have a market that would buy your product. > Yeah, no no no no, that's not how it works. > I don't want to sell to a big market that already exists. > I want to talk about selling to a hypothetical market that is INFINITE
A lot of the companies garnering the most funding heat rn are all converging on the ‘unknowable value / infinity dollars’ angle - Quantum computers? infinity dollars - Humanoid robotics? infinity dollars - Inference? somehow also yes ♾️💰 Tough time to be quantifiable.
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Lukas ⟠🔺 retweeted
Cypherpunk Congress speaker spotlight: Staff Cryptographic Security Engineer @PryvitKyle from @brave He has worked in leading privacy-focused browser Brave for five years. Focused on cryptographic security engineering. Kyle extensively contributed to the design and development of standards in the decentralised identity space (W3C, IETF & now EIPs). Deep thinker on subjects of privacy, the future of browsing, symbiotic relations between technology and humans, cryptography, and on-chain scalability. 4,000 people celebrate privacy here: congress.web3privacy.info
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Lukas ⟠🔺 retweeted
Orion Finance is collaborating with @TACEO_IO to integrate Merces into our multi-vault infrastructure for tokenised investment products, ensuring position sizes and counterparties remain trustlessly private while performance stays cryptographically verifiable to investors.
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Shielded Bitcoin: Private Transfers on Bitcoin L1
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PQ1 Giveaway time because y'all are not Post-Quantum ready. Just copy the share link and share with 1 friend, and DM us a screenshot with proof. 1 Lucky winner will be randomly selected in 72 hours. Godspeed 🫡
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Something that comes to mind only few ppl seem to understand: Hsin-Ju was a community builder in her every fabric I know many community builders around the world as I am one myself. These people are doing it because they can’t help themselves as they thrive when holding space for others to rise and feel like they play a role as a force multiplier without much resources Usually you’ll find then going to VC or CMO roles or start a project as they have to make a living and have aspirations beyond what you see them doing in their community activities, because the community building craft is a thankless job they can’t help themselves and feel called to do it. Most people just assume these real grassroots community events and hackathons will naturally keep happening. But if you look closely there’s always someone there pouring their hearts into it with barely anything in return. Go and show appreciation next time, keep in touch with them, support them back Check in on your friends, I don’t know what is the real cause of death, but the fact we only find out about it weeks after is bad. Loneliness is a real epidemic, check in on your friends regularly, go spend time together doing meaningful things. What are we chasing in this life otherwise ! RIP dear Hsin-Ju, you’ll be remembered 🫂
The day after she made this post, she was found dead Hsin-Ju was one of the nicest people I met and made this industry feel inclusive May you rest in peace @hsinju 💜
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Lukas ⟠🔺 retweeted
I'm focusing a significant amount of my time trying to build a cure for Kate's endometriosis. It's a gnarly and devastating disease that affects 10% of women. Relative to the suffering it creates, it's underfunded, poorly understood and has largely been ignored.
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Privacy Pools v1 now has a green dot on @l2beat for privacy against network observers. While we were shocked to initially see a red dot, we took immediate action to harden the frontend including custom RPC support and improved local note discovery ↓
Link privacy against the network observer is now green for @0xprivacypools! 🟢 This is a result of two recent fixes to their frontend, the latest being custom RPC support 👇
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If you’ve paid attention at all to the broader AI sphere, you will have seen general conversations have moved toward products like: Muse, Town, Instinct, and Hark which are finding PMF in something more personalized. Honestly, at this point it’s a race to build assistants that can essentially take what large models are capable of and integrate a personalized experience for users and enterprise. The value prop was pretty clear when Instinct raised around $250m at a $2.5b valuation last month which is now reported in talks to raise another $1b at a $10b valuation, which is mind blowing I do understand the excitement behind these agents because if you have something that can remember work, help you follow through on plans, and take care of mundane or even important business you’d otherwise spend hours doing, it's appealing. I don’t think enough people understand how precious time truly is and this technology can help reclaim it in our personal lives, along with it also having a large opportunity to streamline business processes. These can easily find information across company systems, coordinate work, and follow through on some routine tasks that could save time cumulatively across organizations. Which all sounds great and can help explain some of the interest, but you would also be smart to wonder how much of that value can reliably be delivered If you understand how AI functions, your curiosity will steer toward how this could actually work. All of these tasks require access to information in your personal life and information that businesses run on (including internal convos, sensitive records, financial docs, etc.). The more responsibility that we give these assistants (and AI in general), the more emphasis will be placed on what they have access to, control, and what they’re allowed to do with it. This access has power creep because people that find it useful will find more use cases for the technology. It can start as a simple connection or summary that leads to an automatic workflow that requires a bit more access and snowballs from there. Overtime, a comfortability inherently sets in without further understanding of the inner mechanisms There is a great TechCrunch article that talks about this type of concern, specifically with Instinct. If you do a bit of digging you’ll see that Instinct’s terms actually say that disconnecting doesn’t automatically delete the information it has already collected and that it requires a separate request. These tiny hurtles required to fully remove data is exactly what people don’t understand As these assistants gain more access and responsibility, mistakes can have extreme consequences. They can be manipulated through prompts to provide information even if it wasn’t supposed to or make mistakes because it misunderstood a prompt that leaks something irreversible. This technology has no morals, it is simply attempting to complete a task the best way possible with the access and information it has. There are some that are more comfortable running this technology locally, maybe even some businesses so that they have infrastructure they control. But, this takes time, resources, and knowledge on top of the responsibility of keeping it running and free of issues 24/7 All of this leads to why private AI and encrypted computing are so exciting, especially within this context. There is a huge opportunity to make this type of technology equally capable, but more than likely, even more capable while also protecting the information and access that it has. Think about how much more useful these products could be if you felt comfortable bringing your actual life, work, and sensitive information into them: finances, personal plans, internal convos, business documents, healthcare data, honestly there is no ceiling. This is what we are targeting with Blackthorn at @Arcium: private inference that protects information while the AI uses it. The goal is to let people and businesses use capable AI with sensitive information without having to run the infra themselves Simple, powerful, <encrypted>
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Lukas ⟠🔺 retweeted
🚨 Speaker Announcement 🚨 We’re excited to welcome @henlojseam from @ezklxyz to bring an extremely imaginative workshop: Martian Market Suppose if we were to create a new colony on Mars mediated by AI agents how else could markets work? If this sounds interesting, join the session to participate in this experiment! EDCON 2026 will be held from Oct 17th to 18th in Kuala Lumpur, Malaysia🇲🇾! Event free tickets :luma.com/x54fvix6 🔔Join Us at EDCON 2026! Apply to speak, sponsor, volunteer, or collaborate—EDCON offers unmatched access to the global Ethereum community. More info: edcon.io
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Lukas ⟠🔺 retweeted
I'm extremely proud of the @ETHPanda_Org team and @yuxin_pig for pulling this through 💚 this year has been pretty challenging overall, pushing through AI x Web3 bootcamp, Summer of Ethereum despite tough market conditions. Extremely grateful to friends, sponsors (including my own circle of non-crypto, non-twitter friends) who keep believing in the builder community!
ETHShanghai 2026 圆满落幕!🎉 感谢每一位嘉宾、建设者、合作伙伴、志愿者和现场朋友的参与!因为大家的分享、交流与投入,我们共同度过了一段充满灵感的时光,也留下了许多美好的回忆。 期待下一次再相聚,一起推动以太坊生态向前发展! Shanghai, see you again. 💚 #ETHShanghai #Ethereum
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the ultimate goal for arcium is to build the privacy stack for everything the market today falls short because most privacy projects can only do one or a very few things. this is mostly due to: 1) performance constraints (e.g. fhe is not fast enough for most use-cases outside confidential transfers) 2) lack of programmability (e.g. zk can only prove something privately, like proving you're over 18 without showing all details of your passport, or proving ownership of funds for a private transfer) with mpc we have essentially built something that is as secure as fhe in shared state settings (where fhe also relies on threshold decryption / mpc), minus the drastic performance overhead. this is proved by the breadth of excellent teams that paved the way and showed what’s possible on arcium, live on mainnet today across many different verticals. but what's live today is only the core encrypted compute layer. what we need is more solutions to take the next step to broader adoption: 1) confidential transfers (send confidential transfers to anyone without complexity) 2) confidential ai (ai inference on encrypted data) luckily, both are being built out at arcium now with good progress, to make everything as seamless as possible. the core encrypted computation engine, c-spl, and blackthorn will cover the majority of the landscape where privacy is needed most today. with fast encrypted computation and shared state, this stack is well positioned where it matters most. privacy is not far from being widely available for all in crypto and ai, and the race has never been more competitive. accel!
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Please say hi to me and @wecandaoit team at Agentic Summit today! I'm personally interested in team usecase for multi agents and sync system. Could you share how your teams are adopting and making effective use of AI agents at the team level? agentic-summit.org/
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Armada has a new home online 🌊 Explore what we’re building, try Armada on testnet, see private USDC use cases, and dig into the docs. Our goal is simple: make privacy disappear into the financial products and services people already use. Take a look: armada.blue
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Other privacy protocols: I can't believe Privacy Pool's flow is better than mine. Look at it, shield, swap, earn, send, all one continuous motion, no jarring redirects, no wallet popup spam. Custom RPC points for better privacy. The UI is so clean. The state just glides. Deposit to withdrawal in one smooth motion, no wallet needed. If I had more time I would fix my...oh my god, you can even connect to TOR right in the browser.
in @0xprivacypools v2 not only can you: - connect without a wallet to withdraw - use your own custom RPCs for extra privacy but now you can also connect to your TOR gateway, right from the browser 😎 1-click privacy ftw
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We’ve been busy at L2BEAT! 🚀 From new privacy protocols to deep-dive research and website updates, here is a quick look at what we’ve worked on recently 🧵👇
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This is actually hilarious If you are an emerging manager with actual grit you will be so far ahead of the competition just by putting in the work and getting away from the generic statistical averages that most LLMs converge toward. Unless you are working with a heavily optimized model, you will just get generic answers. Generic answers = generic results Function approximation will be the downfall of many firms.
Very useful insight from a portfolio founder: VCs are using Granola and feeding notes into a poorly prompted version of Claude to evaluate and pick apart what founders are saying mid-pitch. The frustrating thing is that AI tends toward groupthink...so "trends" on the internet (whether true or not) color how VCs respond even more today than historically. This founder is tracking those sometimes unfounded trends and turns of phrase and ensuring he rebuts them right out of the gate.
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