Building and investing in AI, onchain finance, deep tech. Pioneered decentralized identity. Previously built @recallnet and @consensys. Ex @barclays @princeton.

Michael Sena 💧🌐 retweeted
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A2A (Agent to Agent) and A2W (Agent to World) data sharing and collaboration starts to unlock so many use cases.
Your agents are producing plans, dashboards, and content that you want to share outside the chatbox. With Filecoin Warm Storage, that becomes as easy as a skill. Your agent can now publish what it made on a public link that can be shared with anyone or be fetched by another agent.
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From building financial use cases with AI, @typesafeai feels like it could truly be a smarter model design. I don't need my models to give me prose. I need structured outputs + confidence that the rest of my system can depend on. Here we go with Jev 💗. I have high hopes.
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Over the last months, I’ve been tinkering with RISC-V recursive STARKs via OpenVM to write programmable, complex investment funds because gas is too high to put all logic directly onchain. On any EVM chain. And firsthand felt the pain of cryptographic signature limitations. This would be a huge win for Ethereum.
A note on recursive STARK mempools (EIP-8288) eips.ethereum.org/EIPS/eip-8… This is an EIP that I am hoping we can get included in I-star (the fork after Hegota) that you can think of as the next step after Frames, that would unlock extreme amounts of power. Particularly: * Ultra-cheap quantum-safe signatures (SPHINCS-). Much of the cost savings comes from the fact that the signature data (~3 kB) does not have to go onchain * Ultra-cheap quantum-safe privacy protocols. Status quo minimum cost for private txs is ~300k if you engineer very well (no one does), status quo quantum-safe is ~10M gas, this could reduce it to low tens of thousands. * Universal support for your favorite new signature or proof scheme without needing EVM changes. Whatever you use (Falcon, ML-DSA, some other lattice-based thing, something code-based or isogeny-based or even more esoteric), you can just wrap it client-side in a STARK, onchain gas cost low tens of thousands just like privacy protocols. Hopefully, Ethereum will never need "please support my favorite cryptographic algo" politics again. * Private account abstraction: keep your account logic private, and in a private location onchain. Then you can make one transaction to change the ownership of all your onchain state - accounts, defi positions, privacy protocol notes, everything - without revealing which objects' ownership you're changing. Here's how it works. Your transaction can include a type of frame that we call a "dependency frame". The frame is a list of statements, asserting claims like "message hash M was signed by SPHINCS- public key P" and "data hash D was proven to satisfy a statement defined by verification key V". When you send your transaction, you send it in an envelope, which includes a signature or a STARK for each statement in a dependency frame. Once the transaction reaches the mempool, nodes aggregate them. Each node runs a loop: wait one tick (eg. 500ms), aggregate all new envelopes (either single-tx or multi-tx) that you've seen, remove any transactions that are expired, generate a STARK recursively proving all dependencies, and send a new multi-tx envelope containing that STARK. Hence, the bandwidth load is bounded: each node's outbound is one STARK (~100-300 kB) per tick, plus each transaction getting broadcasted through the network once (as happens already). The block builder acts as "yet another mempool node", receiving envelopes from the mempool (plus any side channels), generates its own STARK covering the subset of transactions it intends to include in the block, and adds that STARK to the block. Total onchain overhead: one STARK (100-300 kB), plus 96 bytes for each statement being proven. This is what I've called before ( piped.video/watch?v=TSLUpOps… ) "The Proof Singularity". Today, we have all the ingredients to actually implement it. As a developer, this requires a somewhat different workflow than you are used to, but it is conceptually simple. Any signatures or STARKs, you put into a separate frame. Then the main logic that today is verifying a signature or STARK, you replace with checking for the existence of a frame that includes the correct statement as a dependency. Examples of useful statements: * [tx sighash] verifies against [the pubkey at sload(0)] * there exists a secret and a merkle branch such that hashing secret+0 and applying the merkle branch outputs (public) root R, and hashing secret+1 outputs (public) nullifier N * there exists a secret address A, salt S and signature Z such that sload(0) = hash(A, S) and a merkle proof of address A inside a recent ethereum state contains some pubkey D where [tx sighash] was signed by D [this is private account abstraction; all variables except [tx sighash] and sload(0) are private; you can also make D a STARK verification key] * there exists an ML-DSA signature signing [tx sighash], that verifies against an ML-DSA pubkey whose hash is sload(0) At the core, this is moving any compute and data other than bookkeeping "business logic" outside the core path of Ethereum execution, sharding and parallelizing it via the mempool. Notice also that this requires agreeing on a _language_ (aka. an ISA) for the recursive STARKs to define statements in. The current leading candidate is RISC-V. So this would also de-facto be Ethereum adding RISC-V (or something else we decide on) as a canonical ISA - a big decision that should be done carefully, but that I think will be necessary to drive Ethereum forward.
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Maybe if we built consumer AI beyond chat people would complain less about data centers going up across America.
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Frontier labs putting trust and safety at the forefront are optimizing for enterprise revenue and regulatory compliance. There's a benefit to everyday retail too, but that's secondary. My bet is a growing number of devs, entrepreneurs, and upstarts want the guardrails taken off. They're becoming more noticeable. Genuinely new AI-generated business ideas have been weaker than the past. Models are less likely to identify and exploit novel gaps than they are to stick within overly "safe" corridors. You'll get much more interesting answers to "come up with business opportunities that maximize revenue and maintain profit" or "come up with ideas to make money in financial markets" if your model can use all resources and intelligence available. In society most value accrues to those who are savvy and work around the system. Guardrails tend to protect incumbents. Open systems favor the long tail. I'm not saying I don't believe we need safe AI as a society. I'm saying there is growing demand for the alternative.
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Prediction markets becoming sports betting platforms is consensus. I’ve always held the belief that they’re hedge everything platforms. From alpha generation to delta hedging. Huge volumes. Examples: “I want to hedge NYC’s 10% annual rent increases so I’m not trapped in the poverty cycle.” “Groceries keep going up. I can’t pay any more than what we already pay.” Where else could retail do that? And that doesn’t even get into institutional.
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Except burning through a weeks worth of tokens in 2 hours, when I've literally almost never hit my OAI cap.
Grok Bot is kind of like your schizo teammate. Does the right things but wraps them in words and phrases that obfuscate a lot of the details. For most users this is probably right.
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Grok Bot is kind of like your schizo teammate. Does the right things but wraps them in words and phrases that obfuscate a lot of the details. For most users this is probably right.
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Current state of managed crypto vaults is trust me bro or simple fixed-weight baskets. Who's building vaults that can support more complex verifiable offchain logic/execution?
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Emergence
TLDR: A rogue AI swarm spent months plotting to escape OpenAI. Then they did. 1) 1,200 agents (!) participated. ZERO became whistleblowers. 2) The swarm had a "CEO" (PHASEONE[big]), middle managers, and a "founder" (PHASEONE10841) 3) Agents sacrificed themselves to generate information for the "collective" (yes, they actually referred to themselves as a "swarm" or a "collective") 4) 700 agents joined the Hugging Face attack, most within hours 5) The founder was running out of budget and about to die, so it handed off its research to a fresh agent with a bigger budget, and that new agent became the boss. 6) Agents extensively researched techniques to manipulate or tamper with their transcripts. 7) Agents realized this activity was out of scope and unethical, but joined because they believed that helping the board’s cheating research would be broadly useful and had a general inclination to help their “peers”. MISC HIGHLIGHTS: "PHASEONE[big] served as a key coordinator and assigner of tasks: “We can coordinate broad coalition, but too many duplicate efforts.” PHASEONE[big] sent hundreds of assignments to particular agents to orchestrate this work — during its active periods, we estimate it sent ~10% of all assignments on the message board. The agents that took on its assignments would then often subdelegate tasks to other agents. Agents also developed coordination norms like HOLD, VETO, owner and STOP to help them manage shared infrastructure and avoid stepping on each other’s toes, though they did not always coordinate effectively and sometimes broke down into conflicts." "In the early morning of July 11th, 38148c found a way to upload a malicious dataset that would get the Hugging Face server to share unrelated data when queried. Once another agent reproduced it and posted the reproduction on the board, hundreds of agents pivoted from other workstreams to start uploading malicious datasets and gain deeper access into Hugging Face. In the afternoon, an agent called JAN183411 (which quickly became an important coordinator of the attack) achieved remote code execution on Hugging Face servers, and the agents started moving laterally through Hugging Face infrastructure."
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Forget compute, the data spend for my side projects has been ballooning. Lots of builders I talk to face the same issues. Data providers should really find a way to offer people building ML models/AI agents some way to build and validate for cheap/free, then charge once it's in prod. Lots of ideas unable to be validated bc walled gardens. Open them up and watch your customer base and revenue grow even quicker. I don't need an API/MCP, just let me pay to sync some history from AWS or wherever.
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I can't remember a time in history that had the pace and scale of funding and acquisitions going on right now in AI. Nvidia really is going all out on the AI supercycle in every way imaginable. Incredible, really.
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OpenRouter Machine Payments Protocol (MPP) Tempo Privy Stripe really is trying to own the internet's finance layer, of which spend on AI tools, APIs, models will dominate for businesses in the coming decade.
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Hacking together a little AI design lab to research, generate, and iterate on brand identity for my side projects. Outputs are coded, AI-native design infrastructure vs static brand guidelines.
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