mary retweeted
Let me trace the timeline here because nobody's connecting it.
Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.
Step 2: Train a model on all of it. Call it "artificial intelligence."
Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."
Step 3 is where you sell people's own knowledge back to them. On a meter.
They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.
One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."
Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.
That's the metered intelligence business model.
And they're pitching it to infrastructure investors as though they invented water.
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mary retweeted
The Arbitrum DAO Treasury Management Program is outperforming both the T-Bill rate and the Aave USDC supply rate.
If the APY can be maintained at 4%, a $90M portfolio could generate a $3.6M annual return for the DAO.
mary retweeted
[Polymarket Data Guide for Analyst and Engineer]
1/
Polymarket, the largest decentralized prediction market on Polygon, has processed over $20B in cumulative trading volume and distributed over $10M in liquidity rewards— both maker and holder incentives.
The ability to access and make sense of data helps traders and maker markets win. Better data improves your analysis, sharpens your backtests, and gives you a real edge in this highly competitive market
In this thread, we'll break down how Polymarket works, the data models behind it, where to find data, and the data tools commonly used in the web3 ecosystem.
Full article at the end of tweet
mary retweeted
🚨NEW EPISODE: The RWA Reality Check🚨
In today's episode, we're joined by @JW_Seoul from @NexusDataLabs for a deep dive into the current state of RWAs, onchain data, and where real usage actually stands.
We discuss:
- JW’s path from TradFi credit to onchain analytics
- Building Nexus Data Labs
- The reality behind RWA growth vs headlines
- Why most RWA stablecoins sit idle
- The missing piece: DeFi composability
- Permissioned vs permissionless token constraints
- Tokenized funds, treasuries, and actual usage
- Prediction markets growth and Polymarket dominance
- Hidden revenue dynamics of stablecoin collateral
- Polymarket’s impact on Polygon usage
- Onchain data gaps and the rise of crypto data analysts
- The convergence of TradFi and crypto skillsets
And much more—enjoy!
mary retweeted
Monarch has processed more than 1B in volume.
This is a big milestone, 1B volume processed through a platform that prioritize transparency. No trusted entities, no intermediaries.
Just people interacting with immutable morpho cotracts.
People are taking back control.
mary retweeted
Do not use AI. I will use AI to check if you used AI, then I will post the results of my use of AI to discover your use of AI and shame you for it. What utter stupidity.
mary retweeted
🚨NEW EPISODE: The Problem with DeFi Integrations🚨
Today we’re joined by Andrew Hong (@andrewhong5297), Co-Founder of Herd (@herd_eco), Advisor at Archetype (@archetypevc), and former Headmaster at Dune (@Dune).
In this episode, we discuss:
- Leaving Dune to start Herd
- Composability in the age of AI agents
- Why crypto due diligence doesn’t scale
- Morpho vault complexity & operational risk
- AI agents for contract research
- Two-sided marketplace: protocols & institutions
- Hooks, adapters, and modular vault design
- Wallet policies & multisig risk management
- Institutional DeFi integrations (Coinbase, BlackRock)
- Agent-to-agent payments: hype vs reality
- Why crypto needs “boring” infra
- AI replacing crypto analysts?
And much more—enjoy!
—
Timestamps:
(00:00) Introduction
(01:08) Leaving Dune, starting Herd
(03:16) Agent research inbox vision
(05:14) Institutional crypto adoption challenges
(08:16) From aggregation to operations
(10:21) Protocols vs institutions marketplace
(14:11) Mapping contracts & transactions
(21:48) One-shot integrations with AI
(24:32) Vault adapters & hidden permissions
(30:49) Security vs operational risk
(34:30) Uniswap hooks & modular design
(41:07) Agent payments skepticism
(53:12) AI replacing analysts?
(57:50) Outro
mary retweeted
Time for a self-indulging bull post.
If we were to sum up what we are most proud of accomplishing in Arbtirum over the past ~2 years, it can be boiled down into one chart:
From a trailing 12-month Net Income of -$131M, to (+)$4M in less than 2 years.
Short thread👇
John Daghita (Lick) was arrested in the Caribbean yesterday as a direct result of my investigation.
In late January 2026, I exposed how John stole $ 46M+ in seized crypto assets from the US government by abusing access at CMDSS, his father's company, which held a USMS contract.
John then taunted me multiple times via his Telegram channel and dust attacked my public wallet address with stolen funds.
Thanks for the last laugh, John.
mary retweeted
Over at @PaymentScan we are starting to roll out @RedotPay volumes starting with @solana!
On Solana alone they've processed:
$61M in top-ups
40K in transactions
Looks like around $15M in top-ups per month from 10K transactions
See more 👉 paymentscan.xyz/chains




























