Welcome to the machine economy.
NYC and SF
Joined February 2020
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Announcing the full P2P: forum session lineup✨
@amasad, CEO @Replit
@balajis, Founder @thenetworkstate
@dwr, CEO @farcaster_xyz
@emiliemc, COO @coinbase
@ivanhzhao, CEO @NotionHQ
@jwmares, CEO @truemedpayments
@rauchg, CEO @vercel
@zebriez, CMO @psumvc
Volt Capital retweeted
Just like with oil, the market outside the majors is the true marginal market for compute.
Volt Capital retweeted
cant miss. hosting a small dinner on 10/8 for those staying the week in LA
.@DiscipulusVent Fall Cohort Starts Today in El Segundo
Build for America 🇺🇸
More coming soon...
Volt Capital retweeted
Today, we’re announcing Varda’s $250M Series D raise, bringing the total amount of capital raised to $598 million with a $1.6B valuation.
This funding will help us build more vehicles, grow pharmaceutical partnerships, and advance toward the first medicine manufactured in space for patients on Earth.
Volt Capital retweeted
Data centers are not only critical to future US innovation, but also being built responsibly despite the noise. Closed loop cooling keeps their water use far below everyday staples like almonds.
Volt Capital retweeted
our latest research proposes a framework for setting incentives to deter misbehavior in DePINs.
here are the main insights and and an intuitive explanation of the paper's results.
Volt Capital retweeted
setting incentives in DePIN has been guess-and-check for too long.
our new paper & widget grounds DePIN incentive design in a formal framework:
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day
Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
Volt Capital retweeted
our new research frames DePIN quality control as a repeated game. in the paper, we derive a ‘deterrence ratio’ that directly relates verticals to the right incentives for deterring unwanted behavior.
simulator included below, take it for a spin
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day
Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
Volt Capital retweeted
@helium has had close to ~10% of its online nodes classified as malicious on a denylist, with 25-40M in rewards paid out to cheating nodes. @ionet faced a spoof of over 1.8M fake GPUs in one day
Our new paper tackles this misbehavior by deriving the conditions to set incentives that deter cheaters. We also shipped a widget that calculates the right incentives for your protocol design:
Volt Capital retweeted
This has my full support.
Jensen is right.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
Volt Capital retweeted
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The doors are now open. The Coverd Card is live today.
Like + repost + comment "COVERD" — we're pulling people straight from this thread for priority access to our metal card program. #getcoverd #coverdcard #personalfinance
Readers added context they thought people might want to know
The Coverd card's base cash back rate is 0.5% per dollar spent, with up to 100% only available during limited 3-minute surge windows for specific categories and the first purchase in that window. coverd.us/rewards-matrix… coverd.us/rewards-terms.…
Volt Capital retweeted
Another absolutely outstanding pod by @JacobRobinsonJD! Highly, highly recommend!!
What is the CLARITY Act?
How does it protect the 70 million Americans who hold crypto? What does it change about how projects operate?
This @LawofCodeFM podcast explains the history of U.S. digital asset regulation, why regulation-by-enforcement failed and what CLARITY solves, plus remaining steps for this to become law.
Featured: @NYcryptolawyer, @milesjennings, @SH_Brennan, @KyleBligen, @millercwl, Dugan Bliss and snippets from @BillHughesDC, @thatgerald.
By the end of this episode, I promise you'll be in the 99th percentile for understanding the CLARITY Act, regardless of whether you're a lawyer, builder or operator.
Timestamps:
0:00 Intro
4:46 Explaining market structure
6:05 @milesjennings on regulatory distortion
10:43 Predecessor bills (RFIA, FIT21)
13:35 Senate Banking markup takeaways @millercwl
15:46 SEC & CFTC
20:37 The Securities Act of 1933
23:07 The Howey Test
25:26 @NYcryptolawyer's Ineluctable Modality of Securities Law
28:51 SEC enforcement
32:32 Why SEC rulemaking isn't enough
37:36 Titles of CLARITY
40:00 Digital commodities
47:29 Howey principles @NYcryptolawyer
54:10 Promoters: originators
58:18 Promoters: related persons
1:04:13 Token taxonomy @milesjennings
1:11:02 Ancillary asset requirements
1:19:34 The certification process
1:28:32 Remaining hurdles for CLARITY
1:34:50 Stablecoin yield
1:38:45 Ethics @KyleBligen
1:45:50 Tax consequences @CryptoTaxGuyETH
1:48:54 Thanking people working on the bill, such as @SenLummis, @gillibrandny, @SenatorTimScott, @SenatorHagerty, @SenThomTillis, @MarkWarner, @SenRubenGallego, f , their staffs & many, many others.
Nothing in this podcast is legal or investment advice.