Joined November 2017
- Tweets 14,515
- Following 418
- Followers 23,881
- Likes 10,353
3,328 Photos and videos
Pinned Tweet
May 31
Is all of DeFi unsafe? A co-founder of OpenZeppelin thinks so.
@isaacpatka and @MikeSilagadze join @laurashin on the actual threat taxonomy: opsec failures, bridge contagion, social engineering, and why decentralization theater is the real problem.
Watch: unchainedcrypto.com/is-all-oβ¦
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Jun 13
Can an open source AI project outrun a frontier lab?
@Shaughnessy119 says Nous Hermes is already doing it: 3-4x Claude's daily usage on OpenRouter, 150,000 GitHub contributors, no lab required. π
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Jun 13
Catch the full conversation here π
x.com/laurashin/status/20654β¦
Jun 12
An insight I loved from my conversation with @Shaughnessy119: OpenAI's price cuts aren't about user demand. They're a pre-IPO move to damage Anthropic's growth metrics before the offering.
Full conversation on the AI business model
π§
Timestamps:
πΈ 01:10 Why over $600B left crypto in 30 days: AI deal outflows, the SpaceX IPO and quantum concerns
𧡠04:46 Tom's viral tweet: the 40x subsidy gap hidden in AI subscription pricing
π 07:51 Why AI IPO filings will force the financials nobody has seen
π‘ 10:16 Why open source inference will compete with the frontier labs
ποΈ 13:06 Why frontier labs need to own what they create, not collect $200 per month
π£ 15:55 Cape: Get 33% off your first six months at cape.co/unchained
π£ 17:01 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com
π 18:08 Chinese open source models and why going closed source could help OpenAI
βοΈ 20:58 Why Tom says OpenAI's price cuts target Anthropic's IPO, not users
π€¬ 22:09 Why AI model censorship is big brother fearmongering
π 24:42 Crypto's answer: ICO for open source AI, Nous Hermes, Venice, Grass, Ambient
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Jun 13
'Do you wanna be in China? You're not allowed to ask about Tiananmen Square?'
@Shaughnessy119 on why AI model restrictions are a slippery slope β and why open source is the stronger safety argument. @laurashin π
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Jun 13
Catch the full conversation here π
x.com/laurashin/status/20654β¦
Jun 12
An insight I loved from my conversation with @Shaughnessy119: OpenAI's price cuts aren't about user demand. They're a pre-IPO move to damage Anthropic's growth metrics before the offering.
Full conversation on the AI business model
π§
Timestamps:
πΈ 01:10 Why over $600B left crypto in 30 days: AI deal outflows, the SpaceX IPO and quantum concerns
𧡠04:46 Tom's viral tweet: the 40x subsidy gap hidden in AI subscription pricing
π 07:51 Why AI IPO filings will force the financials nobody has seen
π‘ 10:16 Why open source inference will compete with the frontier labs
ποΈ 13:06 Why frontier labs need to own what they create, not collect $200 per month
π£ 15:55 Cape: Get 33% off your first six months at cape.co/unchained
π£ 17:01 Fidelity: Explore crypto careers that could change your future at crypto.fidelitycareers.com
π 18:08 Chinese open source models and why going closed source could help OpenAI
βοΈ 20:58 Why Tom says OpenAI's price cuts target Anthropic's IPO, not users
π€¬ 22:09 Why AI model censorship is big brother fearmongering
π 24:42 Crypto's answer: ICO for open source AI, Nous Hermes, Venice, Grass, Ambient
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Jun 12
Why the AI business model is under more pressure than most admit. @Shaughnessy119 in conversation with @laurashin:
πΈ The 40x gap between subscription and API pricing
π Open source inference at 1% of the cost as the exit ramp
ποΈ Why frontier labs need to own what they create, not a $200/month sub
π§ youtu.be/4C4Ex5z5IHo
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Jun 12
Catch the full conversation here π
x.com/laurashin/status/20653β¦
Jun 12
What surprised me most about this week's Uneasy Money: @kaiynne says he burned roughly 200M tokens β about $5,000 of API value β in four hours on a $200 Claude plan.
He argues consumer AI plans are 100x subsidized, and that the subsidy ends on the 22nd when Fable goes API-only. π€―
Worth your time. π§
Timestamps:
π€ 00:40 Why Kain says Fable 5 should have been named Fable zero
π‘οΈ 03:50 Taylor on how Fable downgrades the second anything touches security
π΅οΈ 10:42 Taylor on stolen AI keys, tokens and North Korea's new favorite loot
π§ 15:48 Does Fable reason like a senior engineer? Kain's 100-doc planning test
πΈ 20:06 How Kain pulled $5,000 of API value from a $200 Claude plan in four hours
π§33:45 How Igloo budgets $50K a month on AI, and the bot "brain" running the org
π 44:00 Multichain Advisors: start building real traction with the team behind $50B at multichainadv.com
πͺ 44:41 Pump.fun's bounty circus: tattoo typo, the Bootywork coin, Luca's steelman
π¨ 55:36 How one infected device cost Humanity Protocol its bridge, token, and treasury
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Jun 12
New episode: Tom Shaughnessy ( @Shaughnessy119 ) of Delphi Ventures on why the AI business model may be heading for a reckoning.
πΈ A 40x subsidy gap between subscriptions and API costs
π Chinese open source models and the closed-source wildcard
π How crypto could fund the open source AI flywheel
Full episode π§
unchainedcrypto.com/why-saylβ¦
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Jun 12
Catch the full conversation here π
x.com/laurashin/status/20653β¦
Jun 12
What surprised me most about this week's Uneasy Money: @kaiynne says he burned roughly 200M tokens β about $5,000 of API value β in four hours on a $200 Claude plan.
He argues consumer AI plans are 100x subsidized, and that the subsidy ends on the 22nd when Fable goes API-only. π€―
Worth your time. π§
Timestamps:
π€ 00:40 Why Kain says Fable 5 should have been named Fable zero
π‘οΈ 03:50 Taylor on how Fable downgrades the second anything touches security
π΅οΈ 10:42 Taylor on stolen AI keys, tokens and North Korea's new favorite loot
π§ 15:48 Does Fable reason like a senior engineer? Kain's 100-doc planning test
πΈ 20:06 How Kain pulled $5,000 of API value from a $200 Claude plan in four hours
π§33:45 How Igloo budgets $50K a month on AI, and the bot "brain" running the org
π 44:00 Multichain Advisors: start building real traction with the team behind $50B at multichainadv.com
πͺ 44:41 Pump.fun's bounty circus: tattoo typo, the Bootywork coin, Luca's steelman
π¨ 55:36 How one infected device cost Humanity Protocol its bridge, token, and treasury
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Jun 12
Name one crypto show that's actually changed how you think about a trade or a thesis.
Not just entertained you. Actually changed your mind.
Hard mode: not your own.
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Jun 12
For a lot of people, the answer is @bitsandbips. The show has migrated to its own channel, with segments still available via Unchained. Subscribe today:
linktr.ee/bitsandbips
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Jun 12
Japan just voted to regulate crypto like stocks π―π΅π
What that means:
β
Path to regulated crypto ETFs by 2027
β
Tax rate drops from up to 55% β flat 20%
β
Insider trading rules now apply
β Stablecoins excluded β stay under separate law
Upper house passage is widely expected. Big deal.
unchainedcrypto.com/japans-lβ¦
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Jun 12
π¨ $355 MILLION raised.
Digital Asset just landed one of crypto's biggest institutional rounds β led by a16zcrypto, with BNP Paribas, Citadel Securities, HSBC, CME Ventures, and the Abu Dhabi Investment Authority all in.
Capital markets are going onchain. This is what that looks like.
unchainedcrypto.com/canton-nβ¦
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Jun 12
Citi just turned private company shares into blockchain tokens π
Wealthy clients can now get exposure to private market equity through "Digital Depositary Receipts" β recorded on Swiss operator SIX's infrastructure, with Citi as issuer AND custodian.
Wall Street's tokenization push keeps accelerating π¦βοΈ
unchainedcrypto.com/citigrouβ¦
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Jun 12
JPMorgan says the "debasement trade" is unwinding and it's accelerated for bitcoin.
$2.1B in ETF outflows so far this month π
But Sygnum's CIO says a lot of it is just cash-and-carry unwind, not capitulation.
Who's right? π
unchainedcrypto.com/jpmorganβ¦
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Jun 12
In today's Unchained Daily newsletter:
π¦ Americaβs banking giant finds a new private-markets gateway
π° Wall Street just made a $333 million blockchain wager
π JPMorgan says cryptoβs selloff culprit isnβt what you think
π―π΅ Japanβs crypto stock-treatment shift could reshape the market
π Read the latest updateβ¦ and get more daily! Subscribe.
unchainedcrypto.beehiiv.com/β¦
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Jun 12
A bounty marketplace, a misspelled forehead tattoo, and a payout dispute settled by a memecoin called Bootywork. πͺ
@kaiynne, @LucaNetz, and @tayvano_ on Pump.fun's newest product, on Uneasy Money.
youtu.be/sYZuxCw4TsM
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Jun 12
Anthropic shipped Claude Fable 5 instead of Mythos.
On Uneasy Money, @kaiynne, @LucaNetz, and @tayvano_ get into:
π The 4-year Zcash bug Claude found that survived expert audits
π‘οΈ Why Fable downgrades the second a prompt touches security
πΈ Kain's $200 plan that burned ~$5,000 of API value in four hours
πͺ Pump.fun's bounty circus: a misspelled forehead tattoo and the Bootywork coin
π¨ Humanity Protocol drained: one infected device, bridge gone, infinite mint
π§ Listen now. unchainedcrypto.com/podcast-β¦
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Jun 11
"Generally I view it as big brother fear mongering and I think it's super annoying. The idea that we're letting some AI lab dictate what we're able to ask and why is a really slippery slope." β οΈ
β @shaughnessy119
x.com/i/broadcasts/1dGYllNNoβ¦
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