Gean Chu (@geanchu) header
Gean Chu (@geanchu) profile picture

Partner at Honey Island Capital. Investing in early-stage LatAm fintechs, AI and digital assets. Computer engineer, angel since 2016, in crypto since 2017.

Joined March 2011
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O IPO da Anthropic ainda não aconteceu. Mesmo assim, em DeFi já dá para ficar long ou short e alocar sua opinião.
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In their new update, all of them now expect a Superhuman AI Researcher sometime in 2027, and give a 35-65% chance of AI automating all white-collar work before 2028. The biggest driver was METR's estimate that Anthropic is progressing about 2x faster than its historical pace.
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For early-stage VC this is a huge window. AI-native startups are much easier to build from a blank page than incumbents can adapt, and the infra to bank AI agents needs to be built now.
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Binance lost about $6.3B yesterday in the largest crypto hack ever. This time the freeze tools worked. Tether blacklisted the attacker 37 minutes after the drain and Circle froze $823M USDC at 41. Ripple, USD1, Paxos and Arbitrum's Security Council followed. About $2.7B frozen.
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CVM's chair wants AML/KYC coded into the token itself. The code is the easy part. The hard part is who holds the upgrade key when the rules change, and how the regulator audits that.
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$PEAR, the flagship token behind Pear Protocol, is live on Hyperliquid spot. app.hyperliquid.xyz/trade/PE…
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In 16 of 60 hacks this year tracked by @blockaid_, the stablecoin issuer could have frozen the funds. None did. @circle waits for a lawful order, but funds move in 17 min. @tether freezes on its own and gets sued. Should issuers freeze, or stay neutral until a court says so?
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Data from Blockaid's Fund Recovery 2026 report: blockaid.io/fund-recovery-20…
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Built a @meetgranola alternative for AI meeting notes and I'm open sourcing it. hicorder works with any model or provider, syncs with your calendar, has editable prompts, and plugs into @attio and Affinity. Come help improve it.
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New research suggests prompt injection is a much bigger risk than we assumed for AI agents running in the terminal. Vanderbilt hid attacks in files and command output across 19 models. 19.6% worked on average, and models almost never flagged them. Preprint, but the data is open.
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Ledger just launched Agent Intent. Your AI agent queues a payment, you approve it later on the device. The key never leaves the hardware. Curious to see if people actually want this or just want agents to pay faster.
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Gean Chu retweeted
12/ I hope to continue receiving grants from foundations and donations from individuals, as it enables me to take on higher risk for unique cases that others may not consider viable. For this case, I fronted $349.7K and lost 5% on each order, with no guarantee Jimmy wouldn't disappear with the funds, and an unknown amount of personal risk from dealing with the syndicate. Since 2022, I have helped action $75M+ in freezes related to DPRK incidents. My findings were immediately shared with trusted investigators within the private sector and law enforcement assigned to the case. Due to sensitivity around the investigation, I was unable to publish sooner. That is one of the frustrations I have with my work. I am not always able to share findings as quickly as I'd like, and I am currently sitting on significant findings from other cases. If this case resonates with you and you're in a position to support it, feel free to reach out.
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