Search for Permissionlessness and Censorship Resistance technology. Own your assets (money, data & more) for self-sovereignty. Separate money from states.

Joined September 2016
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The obvious way to value #Ethereum is using the value it protects or the value built on it.
The obvious way to value ETH is using stock-to-flow on net issuance More transactions means less issuance. No need to complicate it further The base/bear case puts ETH at 8k as of right now The math is simple, assume current net issuance of say 1% and ETH supply at 120m - that’s 1.2m new ETH 120m / 1.2m = 100 stock-to-flow Plugging the numbers into the most conservative model, that puts eth at 8k Even assuming a ghost chain (so a 2% net issuance) that’s a 50 stock-to-flow so 4K/ETH!! If you give the curve any shape (stock to flow valuation curves are rarely linear), the numbers just get higher. At even modest curves, Tom Lee’s 250k price target sounds very reasonable Tl;dr; buy ETH, it’s much higher from here
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There is no stop sign here
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7cents quantum-resistant your $ETH
🚨 INSIGHT: Researchers say Ethereum users could add quantum-resistant account protection for as little as $0.07 without a hard fork.
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LATEST: China set to launch mBridge as a SWIFT alternative. The blockchain-powered network, backed by five central banks, has processed $69 billion to date
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Jun 14
I would stay miles away right now from: 1. Zk systems 2. Older, unmaintained versions of DeFi protocols both are first in line to being exploited given the new tools available to hackers.
Jun 14
Aztec connect (old version that is deprecated but still had tvl) looks hacked Tornado funded wallet drained a few milly in farming and yield bearing tokens don’t keep money in old contracts thanks for your attention to this matter
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I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
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Wait! did you say $HYPE "will fade away after the hype"?
Jun 13
Very few understand this To think Ethereum is easily replicated completely misses the mark on what Ethereum actually is Yet many a VC or Bitcoiner will try and tell you otherwise But as we see time and time again, these ‘killer’ projects will fade away after the hype The beauty of Ethereum lies in its decentralisation and origin story And again, Bitcoiners will have you believe something else and will yell ‘premine’ as loudly as they can But, again, this misses the mark The power of Ethereum lies within the innocence of its organic and grassroots growth, just the same as Bitcoin A decentralised network supported by enthusiasts, not knowing if what they are supporting is actually valuable or not This can not be replicated today Time is the one thing VCs can’t buy There is no second best I love you
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Jun 12
I put my entire life into Cardano. My time, my expertise, my savings. I’ve literally gone all in, and for over 5 years now. No salary for 3 years, along with my co founder, and every payroll was paid on time. This isn’t meant as a guilt trip just context towards my reality. I forced my cofounders to envelope the ‘entrepreneur mindset’ and make sacrifices to make our vision of Anvil work. I thought we were in good company in Cardano. A bunch of scrappy, smart people who are building the future financial rails of the world. Unfortunately, not everyone was living like starving entrepreneurs and looted our community/treasury while keeping cushy salaries. Now the price is in the teens…and we can’t even get contracts on Cardano to sustain our business, with no indication that change is coming, all community business proposals are not passing atm. I gave up my 30s for this. I had a great career trajectory making solid money. I don’t regret the decision I just wish it went different. Believe it or not, we didn’t make many stupid decisions, we were responsible with salaries, and ran very lean operations. Did we fail? Or did Cardano fail to flourish and create real opportunity? I bought Ada, I believed in the token. I dropped my 401k on it. Held it religiously for 5 years, all to sell at .16 so I don’t lose my house? It’s insane lol was I supposed to sell on everyone’s heads? I thought being a believer was the whole point now I just feel like a sheep. I don’t even have the 100k Ada required anymore to go straight to the treasury. The only thing I can think of that hurt worse were my kidney stones. This is the most defeated I have felt in a long time. And now I’m watching 8 months of hard work and relationship building get thrown away. Can’t get a hold of half the DReps otherwise you come off as annoying. Didn’t do a Japan tour? Good luck! I had to waste 6 days explaining to one of our top DReps why the product needs Cardano. He basically said we didn’t need to use blockchain or cardano. Instead of explaining the value we create I gotta convince our top DReps why a project chose to build on Cardano? 🤯 Im not perfect but I damn sure tried to be! Answered everyone promptly, reached out to DReps, and did our best to listen/apply feedback. I show up everyday. Can someone explain to me why I should keep trying to build here? I’ve legit lost everything but my wife who isn’t getting any happier with me. Today is the first day I work towards getting my life back. IDK exactly what that means but I’m done feeling like this for nothing.
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MOR & VVV both jump on news that being permissionless is sort of useful when it comes to AI.
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Don’t worry guys, you can still access frontier AI model through APP.MOR.ORG or MORDIEM.COM 🚀 That’s why we need permissionless and sovereign AI infrastructure that no one can shut down. $MOR 🔥 🌐

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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LoL
Saylor sold 32 $BTC, then said $ETH confidence collapsed. Unfortunately, Tom Lee was in the room.
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"Shut up, shut up Let's build an app that makes me a millionaire It needs to be done by tmrw morning" While others thought AI would take over their job! 🤣
Replying to @0xSero
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Sold Satoshi Dice for 125,000 BTC, But after the government, not much was left for him There are so many ways, you've got rugged in Crypto! LoL
Our full conversation with Erik Voorhees 2:54 The first Bitcoin meetup 4:20 Selling Satoshi Dice for 125,000 BTC 8:47 What is Venice AI 9:30 The AI privacy problem nobody's talking about 14:37 Why crypto is still cool 16:05 Debating SBF before FTX collapsed 19:28 Thoughts on Michael Saylor 20:35 The dollar going to zero 23:40 Venice's dual token model 29:33 DeFi summer 31:15 His take on Hyperliquid 36:30 Why learning AI matters 49:05 A world where agents outnumber humans 53:45 Master AI or join the permanent underclass
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Oh, NO! That will delay following Crypto pumping
在TGE的关键时刻,有KOL唱空了,要求推迟TGE😅 理由是: 1. 估值太虚——1.77万亿美元,公司还没盈利,合并 #xAI 后账更说不清; 2.项目方太中心化,马斯克权力没人管得住 3. 项目方快速进入大盘指数,等于强迫对应指数基金买入,存退休金的散户被动接盘。 #spacex
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“I’ve been looking for a customer of decentralization other than the cypherpunks I hung out with for the past 8 years, and I found it on Wall Street.”
Danny Ryan on why Wall Street cares about Ethereum's decentralization Etherealize co-founder and a key architect behind Ethereum’s transition to proof-of-stake is asked if Wall Street institutions care about “decentralization.” “That’s not the right word,” Danny replies. “They care about counterparty risk.” He explains: “They care about — in a transaction or a particular market — who can screw me over? And if the infrastructure is decentralized, nobody can turn it off, and their transactions will execute as intended . . . [that’s an] elimination of counterparty risk. That’s the operative lens of how they view the world, and if you explain how these systems work to them — and the difference between Ethereum and alternatives — they’re like, ‘Oh yeah, we do love decentralization because we have risk models and this helps us on our risk model.’” Danny jokes: “I’ve been looking for a customer of decentralization other than the cypherpunks I hung out with for the past 8 years, and I found it on Wall Street.” As long as you speak the right language and frame it the right way, Ethereum’s decentralization is deeply important to Wall Street institutions.
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Everyone hates #Ethereum ! starting with Laura and David Lifetime opportunity? LoL
Austin Campbell, after Bitcoin's worst week since FTX: "The time to buy assets is when everybody hates them." He says he's more optimistic on Bitcoin right now than at any point since before Trump was elected. x.com/i/broadcasts/1AxRnnpVl…
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Don’t fall for false narratives - Equity bull market intact - Crypto only way for tokenization - Crypto key in a machine to machine AI world
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People are selling their ETH. I've never been more bullish on Ethereum. Three-quarters of my liquid assets are in ETH. Here's one reason why. Centralization is fragile Centralization seems strong, but it's unstable. Take a bank. Everyone trusts the bank. This makes things simple: The bank can run one neat database, Everyone gets a convenient API to do their thing. The bank filters bad guys. Things run smooth. Adoption is fast. To stay afloat, the bank takes a cut. But no-one likes to pay. So, to make everyone happy, the bank hides how it makes money: The account is free, but the interest rate happens to be only half of what the bank gets from the Fed for your money. ,Every month the bank notices something new: - People with less money are willing to pay higher interest rates. - Business loan applicants become more willing to compromise on terms the longer you draw out the negotiations. - Stock emitters pay you a kickback, and the smaller more volatile stocks pay more. Little by little the bank learns: There are so many ways I can earn more, and customers don't leave. This is not about banks. The pattern is the same for all centralization: The central party sees things, and can do things you can't. You can't easily leave. So over time the service degrades, and most value the system was meant to create for you stays with the central party. Service sucks as much as it can suck for you to barely stay. And this also makes the system crash hard: Any shock (like a scandal) can tip the scales from compliance to revolution. And then the central system gets replaced. By a new central system. Not because people are corrupt, but because we don't know what else to do. How Ethereum wins Every time a centralized system fails there is a nonzero probability that the people will identify trust, and not the person they trusted, as the problem. They will want to replace trust with open verifiability. And central capture with permissionlessness and decentralisation. Ethereum will be their first choice.
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