Co-founder/CTO @weavr_ai @SplyceFi Tech @fathom_fi Member @SuperteamAE Agentic onchain finance & engineering behind it Ex Matter Labs / Securrency (DTCC)
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Joined April 2018
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Speaking about @weavr_ai at @islanddao Demo Day 🇧🇷
Watch to see how easily your next investment thesis can become your own investment product.
Big thanks to the IslandDAO team and @SuperteamBR for making it happen.
@validotxyz amazing recordings!
BTC hit a 3 month low near 62k overnight. I think the problem is structural. ETFs brought one big new buyer and most of that demand is already in. The next leg needs new demand, actual usage or new kinds of holders, and I do not see where it comes from yet
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Starship has been in orbit for 21+ hours and is about to try the first ever ship catch at the tower. Losing the booster in the Gulf yesterday matters less to me. Catching a ship coming back from orbit is the hard part of full reuse and the real milestone here
Good deorbit burn. Starship is on course to reenter Earth’s atmosphere ahead of a planned catch at Starbase in ~1 hour
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Before working on my own projects I was an engineer at Matter Labs and then led blockchain engineering at Securrency. Very different kinds of hard. Matter labs was novelty, tech that barely existed yet. Securrency was making big systems performant and maintainable which resulted in acquisition by DTCC.
Same lesson from both though. You need a really long-term vision, because things will look bad sometimes. Weeks like this one included
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ETH staking pays about 2.6% right now and almost all of it is new issuance. Last week the network burned 230 eth while issuing about 21k, so supply grows about 0.9% a year
Meanwhile billions in stablecoins and rwa settle on ethereum and holders see none of that cashflow. The token ends up as a bet on the network staying important
The fact that no l1 shares that value is no reason not to try. Hyperliquid burns trading fees into hype, curve shares fees with vecrv lockers. What would that look like at the l1 level without breaking neutrality?
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CME told the CFTC yesterday it plans to accept tokenized collateral at its clearing house.
Tokenized government money funds would come in over DLT instead of the IEF2 program, and deposit tokens are in too, but a member can't post tokens issued by its own bank or affiliates
cftc.gov/filings/orgrules/ru…
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Anthropic's worse together study: agents each working for one person did 10 to 45 points worse on shared tasks than one coordinator agent for the group
Wisdom of crowds only works when you aggregate independent guesses. Agents with competing goals need a coordination layer on top, that's the part worth building
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Blur closed its site yesterday. Monthly volume went from about 1.43 billion in march 2023 to under 7 mil by march this year, and the fee-free marketplace made no protocol revenue for three years
NFTs as only pictures are dead imo. The parts that still make sense are communities, identity and niche luxury
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A freeze on the custody platform only stops the platform's key.
In bitgo's 2 of 3 setup the user key plus the backup key can sign without bitgo at all, by design, so clients can recover if bitgo goes down
So the question for unocoin is where the backup key lived and who could reach it
🚨 ALERT: Unocoin suspects BitGo's multisig backup was exploited, allowing onchain transfers despite its account freeze.
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Censorable stables are doing their job here. They're the bridge between banks, regulators and crypto right now, and GENIUS literally requires issuers to be able to freeze.
Some people get hit just for being born in the wrong country. The same power got 2.7 billion usd of stolen funds frozen fast.
Long term I'd want freezes decided by a decentralized set of parties, with zk proofs so honest users can show their funds are clean without doxxing themselves.
JUST IN: 🇺🇸🇰🇵 US Justice Department seizes over $1.2 billion in cryptocurrency stolen from Binance by North Korean hackers.
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Per FBI it's a call invite from a hacked friend's account, recorded or deepfaked video of them, then a fake audio problem and a "fix" to install. They're targeting open source devs now too.
If a call asks you to install something, hang up and ping the person elsewhere teapawt.net/FBICyberBranch/status/…
The FBI is warning the public about FaceStealer, a highly effective social engineering scheme used by North Korean cyber actors to steal cryptocurrency and target the software supply chain. FaceStealer uses imposter versions of video conference platforms, secretly recorded web camera video, and computer intrusions to target individuals working in the cryptocurrency/Web3 industry and open-source software maintainers.
Over the last 18 months, the scheme has resulted in the theft of more than $400 million dollars. Today, the FBI announced the disruption of cloud-based infrastructure used in the scheme, identifying and seizing over 900 webcam videos of victims worldwide. For more on the @FBILosAngeles -led investigation, read: justice.gov/opa/pr/justice-d…
Anyone who owns cryptocurrency, works in the cryptocurrency/Web3 industry, or maintains open-source software repositories is a potential target. The FBI recommends anyone potentially impacted visit fbi.gov/facestealer for additional information and follow the recommendations provided in the FLASH released today: ic3.gov/CSA/2026/261112.pdf
ALT Seal of the FBI featuring a blue circle with gold stars, scales of justice, and the words Fidelity, Bravery, Integrity.
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This lands the same day thousands of CI pipelines got their secrets pulled.
Agents will need more credentials than CI ever did, so keeping them outside the sandbox is the part I'd look at first
Self-hosted Claude Managed Agents is now in private beta.
You can host the agent harness, sandboxes, and session history, in your own cloud or on-premises, and choose where requests to Claude are sent.
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DTCC on Solana in H2 2027 starts with Russell 1000 stocks, big ETFs and treasuries, some of the most liquid stuff there is. the bigger unlock for me is when rails like this carry assets that are illiquid today, that's where defi adds something
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Follow-up on ownership: with a bank, you think the money is yours. It's a claim on the bank.
Any RWA, yielding or not, deserves the same question: what exactly do you own, and what happens if the issuer fails?
Redemption rights matter, but they collide with regulation, so the protection has to be designed in.
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Fixed-rate lending solves one problem: uncertainty about the agreed rate.
It doesn't solve every problem in the loan.
Splyce's public design describes fixed-rate, fixed-term vaults with one borrower and one collateral type per vault. The borrower completes KYC and signs a Master Loan Agreement. The resolution process is documented at vault creation.
Those are different parts of the credit decision. They shouldn't be compressed into one APY number.
For an allocator, the questions are still concrete:
Who owes the money?
What backs the obligation?
When is it due?
What happens if it isn't paid?
An isolated vault bounds the direct loan exposure. It doesn't make the borrower unable to default, or make every asset liquid.
Predictability matters in institutional finance. So does being precise about what is predictable.
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Hash based crypto for everything is the right call. Fewest assumptions, and it covers quantum and AI at once.
The same reason STARKs are already post-quantum.
Pulling quick slots out of hegota to make room is the part core devs still have to agree on.
pqai27: Our view on post-quantum and post-AI timelines.
We shared this on Ethereum Magicians as input into the Ethereum governance process.
ethereum-magicians.org/t/pqa…
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It can open an aws role to any account and add wfx-ci- federated creds in entra, so rotating tokens alone doesn't close it.
Check cloudtrail for wfx- sessions too
🚨 Massive GitHub Actions CI Secret Stealer
4,800+ compromised accounts attempted to push malicious workflows to 61k+ repos. Payload dumps all CI secrets, memory, OIDC & commit secrets, then instantly deletes run logs.
Search your repos for:
• PR: "docs: dependency audit notes"
• Branch: wfx-docs or chore/
• Commits: "ci: refresh build cache" or "chore: add ci helper"
• Actions tab: Skipped/missing run numbers
If hit, assume total compromise. Rotate ALL secrets and cloud roles immediately.
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Index funds have to sell the stock, strategy doesn't have to sell any bitcoin
Their model is selling stock to buy more btc. Losing automatic index buyers hits that part directly
JUST IN: MSCI to officially remove Michael Saylor's Strategy $MSTR from its indexes by the end of this month.
The @islanddao seeker case is amazing, proudly wearing mine
GM from the pool, at the last day of @islanddao 🌴 First post from Solana Seeker, wearing a special case made by @nitroxgas IslandDao edition, let’s see how we’ll improve our App between brews from now on🚀
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