i study markets, people, and assets, and build all kinds of financial tools for nerds. tweets ≠ advice.
New York, USA
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Worth pausing on who this is: a 79-year-old asset manager with ~$1.5T AUM that's been running a tokenized money market fund on public chains since 2021.
The CLARITY fight was never crypto vs TradFi. It's firms that compete on product vs firms that lobby for a moat.
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1/ Everyone’s arguing about ETFs, deposits, and who gets to pay yield.
Meanwhile the DeFi provisions in the CLARITY Act are quietly the most important part of the bill, and almost nobody is talking about what they actually do.
A nerd’s 🧵 on the text, not the headlines:
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🤯An AI security tool has 1st-place performance on security contests from just 1yr ago. Solidity-auditor v3 is out, FREE & Open Source.
Thousands of Solidity developers are using the tool already. Upgrade your security baseline, use the tool🫡
pashov.com/solidity-auditor-…
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Today we're shipping Nemotron 3 Ultra.
A 550B MoE frontier-intelligence open model built for long-running agents.
It delivers 5x faster inference and lowers the cost of complex agentic tasks by up to 30% versus other open frontier models.
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shawn retweeted
The entire RAG industry is about to get cooked.
Researchers have built a new RAG approach that:
- does not need a vector DB.
- does not embed data.
- involves no chunking.
- performs no similarity search.
It's called PageIndex. Instead of chunking your docs and stuffing them into pinecone, it builds a tree index and lets the LLM reason through it like a human reading a book.
hit 98.7% on financebench. beats every vector RAG on the leaderboard.
no embeddings. no chunking. no vector DB.
100% open source.
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A historic moment for crypto.
Kraken Financial has been granted a Federal Reserve master account, making us the first digital asset bank with direct access to the U.S. payments system.
A major step toward connecting crypto infrastructure with the core rails of global finance.
blog.kraken.com/news/federal…
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✨Introducing evmresearch✨✨
A knowledge graph of nearly everything I've learned about the EVM in the past six years
The graph structure emulates the brain, exponentiating research speeds for both humans and agents
evmresearch.io/
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Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. openai.com/index/introducing…
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