Managing Partner @halo__xyz | opinions are my own, not an offer for investment advisory services

Joined March 2020
3 Photos and videos
Daniel retweeted
NEW: malware developers added nuclear & biological weapons text to to their spyware. Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner. Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky. When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit. We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted. In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation. H/T to colleagues that shared this with me socket.dev/blog/mini-shai-hu…
226
2,152
12,634
1,541,677
Jun 11
A chilling thought .. there exists no more privacy
Jun 10
Most work conversations are now being recorded by default. You should probably assume that everything you say at work is getting recorded from here on out. What’s emerging is a new category of enterprise software, organized around voice instead of text. The system of record today is structured data: CRM entries, tickets, docs. But the highest-value context lives in conversation: the nuance on a customer call, the real argument in a product review, the offhand comment in a leadership meeting that quietly changes the roadmap. LLMs are uniquely good at taking that unstructured voice data and making it structured, searchable, and queryable. That’s a large enterprise opportunity, and we’re still early in understanding what the software layer looks like and who owns it. a16z GP David Haber on what AI recording means for the future of work: a16z.news/p/everything-is-re…
2
73
Daniel retweeted
1/6 @Mastercard just launched Agent Pay for Machines. New infrastructure built for AI agents to transact with each other, autonomously, at machine speed. @Nevermined_ai is part of it 🧵
5
11
27
4,269
Spot on . Still long
There's a lot of confusion about the recently patched Zcash bug. Here's how to actually understand it. If the bug had been exploited before the patch (very unlikely it was), it would have looked like the shielded pool getting drained. Whoever minted the counterfeit shielded ZEC would want to sell fast, before anyone else found the same bug. And remember, the market for ZEC is almost entirely transparent ZEC, not shielded. You can't dump freshly minted shielded ZEC on Binance or Coinbase without unshielding it first. The losers in that scenario are shielded holders who sit still. The transparent portion of Zcash is fully visible, so it's trivial to enforce that transparent ZEC never exceeds max supply. If you try to unshield more than the cap, you'll get stopped at the door. So if you hold transparent ZEC (anyone trading, on an exchange, or doing price discovery on ZEC) there's no marginal effect on you. The loss falls entirely on shielded holders. The team's next step is a new turnstile and a fresh shielded pool in the coming upgrade, which will confirm the shielded pool was not inflated. Think of it as taking headcount at the end of the field trip--that will make sure no extra kids snuck onto the bus. But while AI found this bug, AI will also deliver the fix for the whole category: formal verification. I'm very bullish on this as the path to harden all software across the industry. Formally verified cryptography can't have implementation bugs by construction. Right now AI is surfacing vulnerabilities across all our software--browsers, OSes, and blockchains are no exception. We're in the awkward adolescence where every wart is getting magnified and put on full display. But formally verified software is the only path forward for mission-critical software, and Zcash has put it front and center on their roadmap to deliver. Privacy is too important not to. (Dragonfly holds $ZEC and continues to. I'm personally an investor in ZODL.)
4
142
Daniel retweeted
Amid all this FUD, the shielded pool remains exceptionally stable.
16
15
175
10,740
Daniel retweeted
Incredible transparency and honesty from Zcash devs. I'm glad they found this issue and moved fast to help the network get secured. There isn't a better way to handle these issues.
8
11
154
20,295
Daniel retweeted
Good luck finding better pricing on the Knicks vs Spurs tonight. Negative VIG of 1.72% @thetailgateapp is the only app in sports that will actively give you arbitrage opps that can be executable within a single account. Going to be rolling this out to select users starting today. Comment your Tailgate username below if you want to be considered early access.
10
4
14
11,567
Daniel retweeted
May was another record month for @thetailgateapp in terms of users and volume. 5 straight months of up only. NFL season is gonna be a movie.
3
1
18
3,309
Daniel retweeted
In the past year, Zcash has seen the following: -Ran from sub-$50 per $ZEC to over $500, with a peak near $700–$750 -Outpaced Bitcoin across multiple stretches and earned the title “Encrypted Bitcoin” -Climbed from outside the top 100 in market cap to the top 20 range -Shielded pool grew from ~1.8M to just over 5M $ZEC, nearly 3X growth -Delivered major usability upgrades through @jswihart and team, including work on Zodl wallet and NEAR Intents integration for shielded swaps -Zodl raised $25M from Paradigm, a16z, Winklevoss Capital, Coinbase Ventures and others to keep improving Zcash usability -Grayscale filed to convert its Zcash Trust into the first-ever U.S. spot privacy-coin ETF -Attracted major institutional buying from Maelstrom Fund, Cypherpunk Technologies, Multicoin Capital and others, with Cypherpunk planning to acquire 5% of all $ZEC -Foundry Digital launched an institutional-grade Zcash mining pool in April 2026 -SEC closed its two-year investigation into the Zcash Foundation with zero enforcement action -Multiple teams are actively building and running testnets to improve Zcash’s usability, long-term viability, security, scalability and value proposition: Tachyon, Crosslink, NSM, ZSAs and more -Tachyon is being lead by the very same @ebfull who was key to the Halo 2 Zcash upgrade. Some of the worlds best cryptographers are working on this project alone. -Shielded Labs raised over $2M from the Winklevoss twins and Vitalik Buterin to continue work on Crosslink, NSM and Dynamic Fees. This is the same team consisting of the very same @zooko who is why Zcash exists. -Governance participation, voting interest and demand for better voting infrastructure have all grown meaningfully -Development activity across Zodl, Shielded Labs, Zcash Foundation, Tachyon and other independent teams has reached all time highs, with new wallets, block explorers, marketplaces and integrations being built -- You don't do all of this within a year only to see Zcash disappear. Zcash is winning. Zcash is here to stay. ZODL
2
14
73
3,379
Daniel retweeted
Introducing the Transparency Alliance. An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.
90
131
670
309,407
Daniel retweeted
x.com/BasedMikeLee/status/20… New Zcash ad just dropped

4
14
105
5,912
Daniel retweeted
I just swapped bitcoin:native for zcash:native on the @THORSwap dapp using @NEARProtocol with my @Trezor. Damn. Very smooth all around.
5
9
77
4,847
Daniel retweeted
May 24
"zcash already pumped so much, i'm late" we're just starting ser
zecbtc is at 7 year highs, its going to move quickly from here
15
18
336
35,347
Daniel retweeted
Fun fact is that @thetailgateapp has more users and does more volume than all of these combined. Just building for people in the real world not on CT
a few prediction markets social apps on my radar right now and all different shapes, all worth a try the pattern they share: they're financial products where the social graph is the core primitive > @sharexyz is the cleanest example where polymarket trades become a feed. you follow wallets the same way you follow accounts copy-trading with profit-sharing on top (really impressive ui/ux branding) > @TradeOnsight is a polymarket client built for traders. visible positions, mutuals' calls in your feed, payouts tied to being right > @hivy_alpha prediction markets become group activity. shared positions, collective alpha, rewards for participation not just pnl. closer to a discord trade channel than a market interface. > @useperminal (underrated) does it on @HyperliquidX. social prediction feed, one-tap copy, you get paid every time someone copies your call or a referral trades. apple pay in, crypto out > @turfsports_ is using a very interesting approach. they're partnering with polymarket to turn fan takes into priced positions, and they shipped sdk markets on base: a parimutuel toolkit where any community can spin up markets on anything, resolved by AI oracles that scrape ESPN, sleeper, X, podcast transcripts, whatever. every group chat becomes a potential market. some more thoughts on my side: in theory, the best distribution layer for this right now seems to be @base (for onchain). it's the only ecosystem treating consumer as the actual thesis ~550k daily active addresses and the part that matters most for consumer apps: 9.3m monthly active coinbase trading users sitting one tap away we're getting there
1
1
13
1,000
Daniel retweeted
zcash:native
53
79
670
45,363
Daniel retweeted
Kdb got 20 assists with prime City & Aguero Henry got it with prime Arsenal How has Bruno done it with all these missed chances & with Amorim playing him cdm half the season 🤣
252
3,289
22,446
330,661
Daniel retweeted
My entire bloodline chanting my name as I continue to buy an irresponsible amount of $ZEC
The Holy Trinity Crypto Portfolio
37
41
771
66,999
Daniel retweeted
Interesting it appears Polymarket is experimenting with fractional ticks for MLB totals markets. fractional cent ticks would be magical
2
2
18
5,668
Daniel retweeted
SF bro: "hey man, got any available GPUs?" NYC broz:
BlackRock CEO Larry Fink predicts a compute futures market.
23
104
2,013
152,213
Daniel retweeted
Replying to @roundrobin42
Want to offer a robust reply to this, but just in case I die in the next day or so, I did want to quickly point out that this article sucks and you're an idiot.
14
3
169
33,438