1/ The hype is real. Opacity has raised $12M led by @archetypevc and @BreyerCap, with support from @a16zcrypto CSX, @FinalityCap, @bodhi_ventures, @NorthIslandVC,@EV3ventures, @ambushcapital and @GD1_VC.

FWIW this isn’t some fantasy land utopia. This is being done without agents right now in the lending space with companies like @KYDLabs and @OpacityLabs. Companies like @eigencloud are extending this capability to agents.

@EliBenSasson i've been working on this for years. I call them Software Defined Securities. The design space that exists in the intersection of the hardness of institutions and the hardness of blockchains. s/o to @0x_Osprey who without knowing helped me be able to explain this for the first time, and ofc @EulerLagrange who is going to make it possible 🔜

AI will hit a wall in the back office: Trust Air France 447 didn't fall because the pilots lacked software. It fell because three iced-over pitot tubes fed the cockpit bad data. The instruments lost contact with reality, and the automation trusted the lies. The answer was not more automation. It was better sensing: redundant, heated signals the system could trust before it acted. Without verifiable inputs, finance is just processing fiction at machine speed. Compliance, KYC, underwriting, market surveillance, credit risk. All still running on PDFs, screenshots, exports, and hand-assembled attestations. So we layer agents on top: read the PDF, click the portal, fill the form, route the exception. It still doesn't know whether the underlying claim is true. AI makes the cockpit faster. It does not fix the pitot tube.

👀 gibsondunn.com/sec-proposes-…

As the producers of Medici LA 26, we want to thank the incredible founders, operators, policymakers, and institutions that helped make our event a great success. @Moelis @adam_winnick @KamalMokeddem @David_Grid @RepBryanSteil @EleanorTerrett @CryptoAmerica_ @bobbinth @0xMiden @Charlie_Pyle @hourglasshq @KYDLabs @keoneHD @monad @AndrewBenson @HillMarkets @kirillzzy @alienorg @EulerLagrange @OpacityLabs @sreeramkannan @eigencloud

Not asleep, just redacting witness data

WTF is ZKTLS? And why should you care? -- @EulerLagrange explains youtube.com/watch?v=9_ZxO5Oi… 7/9

Wtf is zkTLS? @OpacityLabs's @EulerLagrange explains 🫡

Costumes optional

WTF is zkTLS? @OpacityLabs's @EulerLagrange has the answers. Coming to the Stablecoin Privacy Summit stage on Tuesday! luma.com/5mnpnswp

90 years of financial regulation is about to change. Update coming soon.

This event wouldn't be possible without our sponsors @AleoHQ @OpacityNetwork @BrownRudnickLLP @crypto_council @TheDRC_ @inconetwork @SolanaInstitute @circle @BlockchainAssn

my purpose is to be a combination of a lolcow and source of inspiration for the entire @OpacityNetwork team

The greatest lesson I have learned from @EulerLagrange is to build without cooperation assumptions. Before I joined @OpacityNetwork, I failed miserably as a founder building tooling for on-chain private credit use cases. I assumed fund managers would see the value in transparency and adopt a new way of doing things, i was wrong. I met @EulerLagrange at a Flashbots hacker house in SF and within 10 minutes we were talking about cooperation assumptions, at which point I realized he was on to something big. After another 20 minutes he asked me to come work for him.

The crazy thing is this list is probably the same today as it was in 2018

“The US consumer can’t just keep spending forever” The US consumer after the INVEST act opens up the private markets to retail investors:

The founder of Laminar @latasajavi is in a unique position where he has a 5 year contract with the bank of spain from day 1. That allows him form an elite team and take his time to spot the right opportunity.  I can't say what that will be but i would keep a close eye on him for when the time comes. Fun fact, I went fishing for the first time and ate some amazing crawfish in Spain with these guys and it was amazing!

Probably too niche