Thanks @ETHGlobal for the support in launching a product I plan to continue building and I hope will keep growing! We’re going to make onchain agents something people are obsessed with.

Bouldering with @francescoswiss

I’m building DefiLlama for agentic crypto at the @ETHGlobal hackathon. Lmk if you want to hack with me!

We asked 10 questions about the agentic wallet shift, tune in for 10 answers. Had such a great time speaking with @francescoswiss at @ethconf !

The vibe at @ethconf is basically this, so many suits. I saw a man apologizing to his team for wearing a tshirt instead of a button up. Finance has fully arrived.

I've been at @MetaMask for over four years now. I've helped ship a lot. but today is the one closest to me. Finally the 🦊 Agent Wallet is live. Here's why it matters for years: putting an agent on a self-custody wallet meant choosing between giving it the freedom to actually act or keeping the funds safe. you couldn't have both. most "agent wallets" picked freedom and crossed their fingers. we killed that trade-off. Agent Wallet is the first self-custodial agent wallet that reaches all of defi > swaps, > perps, > prediction markets > LP across every EVM chain and Hyperliquid. and every single transaction runs through mandatory security: simulation, threat scanning, MEV protection. agents can't opt out of it. Basically, you stay in control. set your limits, and anything outside them needs your sign-off. autonomy and safety stop being a trade-off. The next wave on-chain won't be humans alone and machines are going to transact, coordinate, and move real capital on these rails. The infra underneath has to be worthy of that. this is us building it. And now on my way to @ethconf to hear @ethereumJoseph talk!

I have been working on this, and I’m very excited for you to try it!

I’ll be at @ethconf this week and the @ETHGlobal hackathon after. Would to link up and chat with anyone building with Agentic Wallets.

I love being in Manhattan I just walk everywhere and I end up getting 20,000 steps a day without even thinking about it

1 week of religiously tracking my macros has changed my body composition as much as months of working out. Would highly recommend @calai_app. I had a lot of wrong assumptions about the composition of foods. 1g of protein/lb of body weight is a LOT. I eat a lot of meat but still was only at like 60% of that. Also any source of liquid calories can easily become half your intake (cow or plant milks, oils, etc). When I started tracking everything I put in my body and making adjustments I cut my fat intake in half and doubled my protein while keeping my workouts the same and saw instant results. And I still eat delicious food whenever I’m hungry til I’m satiated.

I think the belief that software development can be commoditized misses something vital: the importance of artistry. I can’t think of a single app that’s successful that was vibe coded by someone who had no prior experience building apps. When coding was hard you still had to iterate on your app until it was intuitive, beautiful, and engaging. There is actually an opportunity for a software golden age now but only if we approach development with the correct beliefs: Making *great* software with vibe coding is still HARD. But it’s also much easier than it was before, which is awesome, because it means the cutoff for economic viability has shifted. My hope is that this less harsh environment results in a renaissance of new digital experiences. Niche products that didn’t make sense at scale, that would never be funded by VCs, can come into existence now as passion projects and have real communities built around them. It will probably be very similar to what short form video has done for content creation vs the traditional studio/hollywood model that came before it.

This industry has been selling potential for a decade with only a few companies finding PMF at scale (@tether @coinbase @Consensys @circle @Polymarket ). New ventures HAVE to solve pain points for real customers from day 1, everyone is burnt out on narrative speculation.

I don’t think AI will ever be a bubble to me because it’s always been about productivity gains for me and not asset prices… like if NVIDIA crashes I’m still going to be coding 10x more efficiently than I was pre-AI so how could it be a bubble to me?

“Instagram/iphones allows anyone to be a photographer and thus demand for photographers will plummet”. Real demand comes when society preoccupies itself with your thing. The more society is centered around software the more valuable coding is.

At Crate & Barrel acquiring additional houseslop

The same personality traits that make someone a great founder - high conviction, pain tolerance, optimism, action bias - are exactly what makes someone a terrible trader. Startups win when a founder never cuts their losses but that’s a losing strategy for trading assets.