For the WTFs of DeFi & TradFi. Crazy newsletter newsletters.zero-knowledge.c… Consulting group zero-knowledge.com
Austin, Tx
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Bitcoiners lost $130 million.
How?
Coldcard bugged out. In this day and age? 🤦♀️
✍🏼 WAITLIST for @austincampbell @davidzmorris' weekly news roundup, Zero Signal:
zero-in.beehiiv.com/
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Anna Yuan @gizmothegizzer :
When city hall burns down, what happens to the records?
Onchain records have thousands of verifiable copies.
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@gizmothegizzer on the two types of ledgers:
1️⃣Public ledger → anyone can access.
2️⃣Private ledger → authorized access only.
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📺WATCH (~10 mins) @perena But Why Ep 1 "Blockchains" ft @austincampbell @gizmothegizzer
piped.video/watch?v=p_ptXfhO…
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Tokens rallied.
The products? Still very vapor.
📣 @austincampbell in @Bloomberg:
"Crypto has a long history of people overpromising and hilariously failing to deliver."
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Zero Knowledge retweeted
Our newsletter is so good that 12% of subscribers open it within 20 minutes of the send.
iykyk
Out now: @austincampbell's postmortem on the Clarity Act.
Banks got selfish, and Dems got picky. But most of all, Donald Trump's ethics were the roadblock.
Subscribe to Zero in at newsletters.zero-knowledge.c… to get a lightning summary of our reports.
zero-knowledge.com/blog/deat…
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~$116M in Bitcoin. Drained. Why?
Random numbers that weren’t random.
Victims : serious Bitcoiners who did everything right.
👇 @davidzmorris @austincampbell dive deep into why Coldcard was the worst thing that happened to Bitcoin. Ever.
ALT Social graphic: @sumofpartsco for @ZKZeroKnowledge
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Zero into Coldcard with Austin and David
@austincampbell @davidzmorris
zero-knowledge.com/blog/cold…
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Zero Knowledge retweeted
Out now: @austincampbell's postmortem on the Clarity Act.
Banks got selfish, and Dems got picky. But most of all, Donald Trump's ethics were the roadblock.
Subscribe to Zero in at newsletters.zero-knowledge.c… to get a lightning summary of our reports.
zero-knowledge.com/blog/deat…
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$3 trillion in off-balance-sheet AI commitments. Roughly $600 billion is on the books; the rest sits in footnote disclosures, including leases that, in one case, extend to 2056. @nvidia is reportedly supporting a lending facility of about $500 billion so customers can buy Nvidia chips. Credit has started saying no: @SoftBank reportedly could not pledge @OpenAI equity as collateral.
@davidzmorris and @austincampbell mapped out where it all sits: zero-knowledge.com/blog/data…
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Zero Knowledge retweeted
SpaceX's IPO popped 20% on day one - then it sank.
@austincampbell and I called it in the air - but it's not over.
Now the unlocks are coming — supply quadruples over six months while insiders race for the exits.
zero-knowledge.com/blog/spac…
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Could Bitcoin become legal tender in the U.S.?
@Strike CEO @jackmallers says it’s only a matter of time. Plus, @austincampbell unpacks the Clarity Act’s “three different problems,” and what Anthropic’s highly anticipated IPO could mean for capital flowing into crypto with @ChristianL_opez.
Watch the latest Public Keys at @NYSE with @jennsanasie.
Chapters/Timecodes:
00:00 Welcome to Public Keys
00:26 Markets: Bitcoin Tops $85K After the Fed Hike
00:50 Oil, Iran and the Trump-Xi Summit
01:13 Anthropic Pushes Its IPO to November
01:31 Strike CEO Jack Mallers Joins
02:04 Why Mallers Left Twenty One Capital
04:28 Mallers' Bitcoin Outlook and Advice
06:22 Why Bitcoin Doesn't Need the CLARITY Act
08:19 Bitcoin as Legal Tender and 'The Most American Money'
09:50 Inside Strike Private and Bitcoin-Backed Loans
13:10 Austin Campbell on the CLARITY Act's Senate Defeat
14:58 Why GENIUS Already Changed the Game
16:01 Crypto, the Midterms and the Ethics Fight
18:00 Could a Future Administration Undo the Rules?
19:47 Stablecoins as the Leading Force
21:35 Bitcoin and Ether ETF Flows
22:24 Christian Lopez on the Fed and Risk Assets
24:28 How the Anthropic IPO Soaks Up Liquidity
26:21 Q3 Earnings and Tokenizing Real-World Assets
28:44 Why TradFi Is Racing Into Crypto
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1/ Big Tech has quietly stacked up $3 trillion in off-balance-sheet AI commitments: future data center leases and purchase obligations hiding in footnotes. If AI revenue stalls, those bills are still due. That's when the albatross lands. 🧵
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5/ And because these names ARE the market now, the question isn't just credit; it's what happens to equity returns when the ballast stops compounding. Pensions are long this concentration whether they know the lease schedule or not.
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6/ Full breakdown in our latest report — "The Albatross's Bill: Data Center Debt," by @austincampbell and @davidzmorris: zero-knowledge.com/blog/data…
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RT @austincampbell: Right now I cannot say more, except that there’s a lot going on in the financing world around AI.
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Zero Knowledge retweeted
After a decade at Fortune and CoinDesk — where I called the Terra/Luna collapse — I'm writing a biweekly column again @ZKZeroKnowledge.
I'll be covering the full nexus of tech and finance. First up: "What is AI Doom?"
Join the waitlist: zero-in.beehiiv.com/
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Zero Knowledge retweeted
The scam compounds are empty. The architecture behind them isn't.
Hun To, cousin of Cambodia's PM, still holds 30% of Huione Pay - zero accountability.
Our new report authored by @jdanielsims and co-published with @NDI, breaks down why.
Read now: nothingescapesinca.com/p/sca…
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