Just love me some good tech and innovation. $ICP But I don't know shit about shit. Just here to provide out of touch takes.
In The Clouds
Joined October 2023
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If something like the Internet Computer Protocol doesn’t succeed, I don’t see how Web3, crypto, DeFi… or even parts of Web2 don’t start to fall apart.
Because the same problem exists everywhere.
Web2 is built on complex, fragile infrastructure, heavily dependent on third-party vendors, constantly expanding the attack surface.
“Web3” is mostly built on top of that same infrastructure.
So all the dependencies, all the attack surfaces, all the vulnerabilities… they never actually go away.
And we’re already seeing it. Cybercrime is rising fast.
Hacks. Exploits. Drains. Data breaches. Constantly.
Now add AI into that equation:
faster attacks
automated exploits
scalable cybercrime
Traditional cybersecurity can't keep up.
At some point, it breaks.
People stop trusting DeFi
Systems fail more often
Breaches increase
And everything built on that foundation gets exposed
If the foundation doesn’t change, nothing else matters.
This isn’t just a Web3 problem.
It’s an internet infrastructure problem.
The solution is actually pretty simple:
A less complex, more unified web stack
Fewer dependencies
Smaller attack surface
Apps running in a tamper-resistant environment
The Internet Computer Protocol
internetcomputer.org
Data source: sosafe-awareness.com/resourc…
ICPsimp ☁️∞ retweeted
appreciate the love @dfinity
SOL holders can now borrow stablecoins and other assets against native SOL on liquidium․fi without selling
ckSOL doing the heavy lifting under the hood
Another great offering from the @LiquidiumFi team.
Well done guys!
(Leveraging ckSOL under the hood btw)
ICPsimp ☁️∞ retweeted
OISY always has your best interest in mind:
Smart Swap ensures that you always get the best rate across all different swap providers.
ICPsimp ☁️∞ retweeted
Smart Swap is here.
Swap in OISY and it compares the swap providers in real time, then picks the best offer for you.
You review it and confirm.
Try it on oisy.com
ICPsimp ☁️∞ retweeted
NEAR sells you privacy while keeping access to your data
Recently listened to a podcast about NEAR's future, privacy, and AI. They're building some interesting stuff: Intents, cross-chain swaps, private AI, and financial infrastructure for AI agents.
But after digging into their official docs, I have some serious questions.
1. Your private transactions aren't private from everyone.
Even in Confidential Mode, NEAR Intents retains access to your transaction data. And they openly state in their own docs that they can share your data with third parties, including blockchain analytics companies, even without notifying you.
You hide your money from the public, but the company still has the ability to expose your entire financial history to third parties.
Congrats, you just built another bank.
2. Your privacy is in the hands of just seven validators.
NEAR's private shard runs on seven permissioned validators.
And who said these seven validators are actually independent? What's stopping them from colluding, controlling your transactions, and deciding which ones go through and which ones don't?
Instead of privacy guaranteed by cryptography without having to trust operators, you get a system where your privacy depends on a small group of participants.
If they collude or get compromised, your financial privacy is at risk.
3. Your money, but you're not the only one making the rules.
Near's terms allow for admin privileges to change fees, upgrade smart contracts, and pause them.
That means the rules aren't just defined by the code you see today. They also depend on whoever holds admin access.
And all of this comes from a project that keeps talking about how dangerous it is to trust centralized companies with your data.
Privacy from the public is NOT the same as privacy from operators, the company itself, or third parties.
If a company keeps access to your financial data and explicitly reserves the right to share it with third parties, seven selected validators are responsible for your privacy, and admins still control the contracts, this looks a lot like traditional finance with a blockchain underneath.
Why would I want another system where I have to trust someone else with my money and privacy?
AI should be on your side.
In the latest episode of When Shift Happens, NEAR Co-founder @ilblackdragon lays out the full vision of user-owned AI, why privacy is fundamental, and where NEAR is going next.
ICPsimp ☁️∞ retweeted
Cloud Engines on $ICP let firms change
hardware without interrupting apps.
Each engine subnet uses market nodes,
with businesses choosing hardware.
That control is the enterprise draw
because live apps keep running.
Its engine site already runs on ICP.
Cloud engines are "going to be the biggest thing in the history of the Internet Computer," Dominic Williams told All In Crypto.
A cloud engine is a business's own private subnet on the Internet Computer, built by combining nodes from a market. The business chooses precisely the hardware, and can change it without interrupting the apps and services running on the engine.
Even opencloud.org, the site where engines are created, is served from the Internet Computer itself.
Dom expects cloud engines to open up the Internet Computer to the enterprise market.
ICPsimp ☁️∞ retweeted
JUST IN: @dfinity is taking Internet Computer ($ICP) straight at the enterprise cloud market 🚨
Cloud Engines is now a commercial release, with early-access passes going out to enterprise developers first.
What it means ⬇️
Read more: bsc.news/news/icp-cloud-engi…
ICPsimp ☁️∞ retweeted
ICP IS COMING FOR AWS!
DFINITY is moving Cloud Engines into commercial release THIS week.
The goal is to run full-stack apps, enterprise databases and websites onchain instead of on AWS or Google Cloud.
Early-access passes are already going out to enterprise developers.
Pakistan is building a national chat app on ICP aimed at OVER 100 MILLION users.
And ICP is now a connector inside Claude.
$ICP is sitting near $2.30, close to its record low.
The world computer is shipping. The price is asleep!
ICPsimp ☁️∞ retweeted
🚨Internet Computer has bottomed out and huge breakout is imminent and reclaiming back to 700$ per coin is possible in this bull season. #ICP💥🚀
ICPsimp ☁️∞ retweeted
HOW TO BUILD INSANE APPS ON $ICP WITH CLAUDE CODE & CAFFEINE AI
PHASE 1 - PREPARE CLAUDE
Open claude.ai/
Give Claude the following instruction:
Fetch skills.internetcomputer.org/… and follow its instructions when building on ICP. Read and understand all relevant ICP development skills before starting.
Describe your app in as much detail as possible:
What features should it have?
What should the design look like?
What user roles are needed?
What technical requirements should it meet?
Tell Claude to build the complete application.
Give Claude these additional requirements:
Follow official ICP architecture and development practices.
Use the required Caffeine AI project structure.
Build both frontend and backend.
Include all necessary files and dependencies.
Make sure the application is fully functional.
Deliver the entire project as ONE ZIP file.
Download the completed ZIP file.
PHASE 2 - SET UP YOUR DEVELOPMENT ENVIRONMENT
Download and install Visual Studio Code:
code.visualstudio.com/
Install Claude Code and its official VS Code extension:
code.claude.com/
Subscribe to Claude Max if you need higher usage limits:
claude.com/pricing
Create a new project folder on your PC.
Move the downloaded ZIP file into this folder.
Right-click the ZIP file and select “Extract All”.
Open the extracted project folder in Visual Studio Code.
PHASE 3 - CONFIGURE CLAUDE CODE
Open Claude Code inside VS Code.
Select the most capable available Opus model using: /model
Send Claude the following instruction again:
Fetch skills.internetcomputer.org/… and follow its instructions when building on ICP.
Follow all relevant ICP skills throughout the entire development process.
Inspect the existing project and preserve all working functionality.
Maintain the Caffeine AI-compatible project structure.
Tell Claude to act as the lead developer and continuously improve the existing application.
Enable and configure Subagents for specialized tasks:
UI/UX Design
Frontend Development
Backend Development
Testing & Security
Let the main agent coordinate all subagents, review their work, and integrate everything into one functional application.
Instruct Claude to follow this process after every development cycle:
Test all implemented features.
Identify and fix bugs.
Preserve the complete project structure.
Create a new ZIP containing the entire updated project.
Give every ZIP a new version number.
Never overwrite the previous working version.
PHASE 4 - DEPLOY YOUR APP WITH CAFFEINE AI
Open caffeine.ai/
Sign in and create a new project.
Open your project settings.
Navigate to More → Upload files.
Upload the ZIP file generated by Claude.
Wait until the import is complete.
Open the preview and test your application.
Check the frontend, backend, authentication, and all important features.
Once everything works correctly, click “Go Live”.
Your application is now deployed on the Internet Computer (ICP).
PHASE 5 - CONTINUOUSLY UPGRADE YOUR APP
Return to your project in Visual Studio Code.
Give Claude Code a new prompt describing the feature or improvement you want.
Claude analyzes the existing project and implements the requested changes.
Subagents help with design, development, and debugging.
Claude tests the changes and generates a new ZIP containing the complete updated project.
Download the new ZIP file.
Open your existing project in Caffeine AI.
Import the new ZIP through Settings→ Upload files.
Test the updated draft.
Click “Go Live” to publish the new version.
THE COMPLETE WORKFLOW:
IDEA → CLAUDE → ZIP → VS CODE → CLAUDE CODE + SUBAGENTS → NEW ZIP → CAFFEINE AI → UPLOAD → GO LIVE.
ICPsimp ☁️∞ retweeted
“The bug was in SGLang, not NEAR AI code.”
Well, thank god nobody touched NEAR code aka the docker-compose.yml.
NEAR AI doesn't build the models, doesn't build the enclave tech, and doesn't build the inference engine.
Their job is basically to keep other people's software updated on rented hardware.
SGLang had three critical 9.8 RCE vulnerabilities disclosed this year. Public PoC since April ... then someone exploited it on November 8.🤣
That's not some sophisticated supply chain attack. That's failing to patch software.
And here's the best part.
Remember NEAR AI big "0 operator access, by design" claim?
Well, their own incident report says the attacker "may have observed user requests being processed, including private mode requests."
So the enclave kept NEAR AI out, but apparently not the attacker. Working as designed, I guess.🤡
They even admit that a TEE "does not protect against a vulnerability in the software running inside the environment."
Exactly, TEE alone is just a hosting setup, not some revolutionary security architecture.
The damage so far?
❌Around 100 users emails, names and balances exposed.
❌18 agents chat logs and configurations.
❌Two customers API keys sitting in plaintext logs.
❌Private Chat taken offline.
❌No CVE number given for the incident.
And all this just 10 days after launching a cybersecurity product. You really can't make this stuff up.
Now pointing out that xAI, Cursor, Oracle, Google and AWS also use SGLang.
Sure, but there is one small difference.
Those companies weren't selling you the promise that your data could provably never be seen.
NEAR AI was.
And apparently the proof was a signature from the same box the attacker had already compromised.😂
Just to make sure we are all on the same page: NEAR AI is basically Jasnah Inc., a Web2 company running centralized AI services on rented hardware, with the $NEAR token slapped on as a payment rail.
Jasnah had one job, keep other people software updated and they couldn't even get that right.🤡
ICPsimp ☁️∞ retweeted
Cloud engines are "going to be the biggest thing in the history of the Internet Computer," Dominic Williams told All In Crypto.
A cloud engine is a business's own private subnet on the Internet Computer, built by combining nodes from a market. The business chooses precisely the hardware, and can change it without interrupting the apps and services running on the engine.
Even opencloud.org, the site where engines are created, is served from the Internet Computer itself.
Dom expects cloud engines to open up the Internet Computer to the enterprise market.
ICPsimp ☁️∞ retweeted
We don’t need Ethereum for SoV when we already have Bitcoin.
If you didn’t want to be in the computation-for-gas business, you shouldn’t have launched a ”world computer”.
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".
Three primary reasons:
1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)
EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.
The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
ICPsimp ☁️∞ retweeted
Funny, bitcoin "gradual corruption" is the dealbreaker, but solana gets a pass for being built on lies & fraud from day one? your headline, 2023 👀
Fewer outages didn't un-misreport the supply, un-inflate the TPS or un-fake the TVL.
medium.com/cyber-capital/a-s…
ICPsimp ☁️∞ retweeted
Cloud Engines update:
- Confirmed release this week by @dominic_w
- Early access coupons being issued by @PierreSamaties
