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I’ve been really impressed by how good the user experience is of this. Connected my Claude and it’s been so easy just telling the agent to do private swaps and trade on Hyperliquid and Polymarket. AI agents + private DeFi. This is pretty cool

I quit my job to join the Starknet team 1 year ago. And I’ll tell you why Never had I seen such impressive tech, SERIOUS tech, in Web3. The team has been building Zero Knowledge Proofs since inception and built ZK-STARKs for the main purpose of being post-quantum resistant. Built by an entire team of PhD cryptographers and mathematicians. Not a fad, not a trend. Real, hardcore tech. Cryptographic privacy and post-quantum beliefs at its roots. Before any of this was cool. I knew the price of ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 would only catch up one day once the public learned what Starknet really built. Didn’t expect it to happen as quickly as a year, but here you are. Reading this tweet.

ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 is getting noticed Starknet has spent years building privacy: Private tokens with STRK20 Private Bitcoin with strkBTC Private USDC Quantum-resistant proofs The market is just catching up.

Yuh

Thanks to CoinFerenceX for having me on the "Follow the Liquidity" panel in Singapore! My main points: 1. Capital is concentrating, not spreading. Q3 crypto financing hit its lowest deal count since at least 2023, with the top ten deals taking 58%. 2. Privacy is underread. It's not a coin trade, it's a prerequisite. No treasury desk wants its balances on a public ledger. 3. TVL is overwatched. Retention after incentives end tells you whether capital is real. 4. Watch North Asia. Won pairs are about 30% of global spot volume with no won stablecoin yet. My one bet- the next wave of liquidity goes to confidential rails for dollars and Bitcoin. Thanks to my fellow panelists for a sharp debate!

This is actually an interesting topic I’m speaking on tomorrow at @CoinFerenceX in Singapore. My take: capital is concentrating on what institutions can actually use. The next thing they need is confidentiality. luma.com/cfx-tbe-summit

Just being honest about Meta. Last week, I tried out the Meta Ray-Ban Display Glasses at the Meta Lab in NYC. It’s buggy and laggy, the graphics look like it’s from the first iPod touch in the early 2000s, the live translation got every sentence wrong, the video quality was blurry, and the glasses were still too thick. Ain’t nobody paying $800 for that. Let’s hope this new version is better. On the flipside though, I like Muse. I’ve been using it for a week now and love how user-friendly the onboarding was and how non-intimidating it is. Can’t necessarily say the same about OpenClaw. I like that it’s already connected to Instagram and other Meta apps. So I had it organize my saved Instagram reels - workouts, recipes, restaurant recs - into a browsable app in 5 seconds. But I think the Tamagotchi-like Muse Charm is gimmicky and unnecessary, given that we’re all glued to our smartphones nowadays so can just use our phone…? However, I praise their differentiated GTM strategy as they are making their AI agent non-intimidating, nostalgically cute, and accessible to the everyday user. The GTM team slapped with tapping Kylie Jenner and now Lisa from Blackpink. The biggest A-list celebrities of the west and east. Opening their demographic to capture the female audience, which accounts for 50% of the population. Something none of the other AI companies have made an effort to do. As with making wearables. So you can’t say Meta isn’t doing something differentiated. Their glasses are innovative and cute and I want a pair. See? Their GTM is working. I would expect nothing less from the Rockefeller of socials.