Human. #Bitcoin #ETH #solana @iracedigital previously @marinadefinance @Halbornsecurity, @Lagoframe, @Shapeshift, @Portis_io
Joined May 2009
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- Following2.1K
- Followers2K
- Likes6.9K
Scott Gralnick 🦇🔊 retweeted
Dom, respectfully - you are full of shit and a complete LARP.
Tearing down others doesn't help your situation at ICP.
Let's go through some facts about the "Internet Computer", an completely unoriginal and uninspiring name swiped from Ethereum's world computer:
- 3,870 daily active users (lol, lmfao really)
- spent millions of dollars on terrible conference marketing to get exit liquidity in 2021-2022
- down 99.9% from all time highs
- company makes ZERO revenue
- team max extracted and contributed negative value to the industry
- the transactions on the network are clearly wash traded/bot volume and one claude prompt will get you there
You've contributed practically nothing to the industry yet got rich as f*ck, funny how that works. To be clear, and concise:
$ICP is a total shitcoin, has zero reason to exist, and this post reeks of desperation & pure jealousy.
Envy is a major sin, and you should celebrate the successes of others, rather than try to tear them down. This industry is far too small to not grow the pie.
Ask any ZK, privacy, or developer about NEAR's TEEs and confidential tech and they will tell you the same thing: it's not perfect, but it's pretty damn good for onchain privacy in 2026.
Meanwhile, ICP is still paying the worst KOLs in the industry to promote while you dump on side wallets and OTC.
Rant over. Don't fuck with NEAR.
This is craazy. I asked one of our PhD engineers to look into NEAR *Confidential* Intents wondering how they designed their system. Unredacted, word-for-word, this was his answer 😱😱😱
"Everything I found out about the privacy claims and confidential intents is so bad that it seems almost comical and I cannot believe what I am seeing. Apparently they run a completely separate instance of the protocol, which is called FAR (as an opposite to NEAR), and that has a permissioned operator set. The entire confidentiality claim seems to rest upon the fact that it is a permissioned chain and the nodes are trusted to keep things private, there doesn't seem to be any deep technology behind it and it also does not seem to be open source. The entities running the nodes are also not publicly known.
I almost feel weird writing this because it is so absurdly bad that it feels like ... I don't know ... a simulation? I know the usual level of overpromising in Web3 but this is so many levels beyond believable that it still feels unreal."
Scott Gralnick 🦇🔊 retweeted
The latest weekly 8-K updates from @Strategy and @Strive are LIVE on TreasuryTracker.net!
$MSTR
🔴 Acquired 267 $BTC at ~$82,900/BTC ($22M)
🔴 Raised ~$22M via common stock ATM
🔴 Repurchased 1,938,780 $STRC shares (~$193M)
🔴 $1.16B preferred + $1B $MSTR buyback capacity remaining
🔴 $4.83B USD Reserve + $447M Cash
$ASST
🔵 Acquired 4,045 $BTC at ~$82,803/BTC (~$335M)
🔵 Total holdings increased to 36,818 BTC
🔵 Issued 13.68M Class A shares (~$369M from warrant exercises)
🔵 Cash increased to $317.5M
Track it all & more. 👇
TreasuryTracker.net
Scott Gralnick 🦇🔊 retweeted
Such a cool role, get in contact if you think you would be a great fit for this.
Venice is hiring for Product Manager of Models
The owner of the model portfolio across all of Venice's products: selection, reliability, configuration, and lifecycle management.
job-boards.greenhouse.io/ven…
Scott Gralnick 🦇🔊 retweeted
Most cases of a model refusing a request adds no actual safety.
Instead its simply someone else deciding what you as an adult can or cannot think.
Think what you want shielded from prying eyes by using @AskVenice
Scott Gralnick 🦇🔊 retweeted
Use @AskVenice so you don’t have to censor yourself/worry about what you are sharing with AI.
People have zero idea what others are confessing to AI right now.
- biometrics (palm lines and iris scans)
- exact salary and debts
- bank statements
- full medical reports
- symptoms they're scared to google
- company's confidential files
- passwords and API keys
- screenshots of their partner's chats
- "is my partner cheating on me?"
- breakup texts before sending
- selfies asking "am I ugly?"
- fights with their parents
- 2am therapy sessions
- mistakes they still regret
- insecurities they'd never tell a human
Scott Gralnick 🦇🔊 retweeted
⚠️ Beware if you use a Ledger hardware wallet, especially if you bought one recently.
Based on information so far, it seems to be localized to a supply chain attack with one vendor. A small number of people probably bought fake (or tampered) Ledgers.
Ledger is one of the most secure and oldest hardware wallets in the industry. Stood the test of time. But these things happen.
I expect and know all BNB ecosystem players (and all industry) to help trace and recover the funds.
Ledger is investigating reports of loss of funds from users in South East Asia who purchased products from a reseller named CryptoBillis. As a precaution, and pending the results of our investigation, we have asked CryptoBilis to pause all sales and shipments of Ledger devices. We recommend Ledger users who purchased from this reseller in the last 90 days to not initiate set up if you have not done so yet. If you have set up your Ledger device, consider moving assets to a new Ledger signer (with new seed). We will continue to inform customers of updates as the investigation progresses.
Reach out to Ledger customer support through official channels with any questions: support.ledger.com/
Scott Gralnick 🦇🔊 retweeted
More than half of trading in tokenized equities takes place outside regular market hours. The demand for 24/7 access is real. The challenge is building markets that are also deep, liquid, and resilient. Learn more in our GFSR chapter on tokenization: imf.org/en/publications/gfsr…
Scott Gralnick 🦇🔊 retweeted
Jon says the @AskVenice daily token chart is the best chart in crypto, and I can see why.
- Token demand is the foundation of AI
- Venice's daily token demand growth is accelerating
- $VVV is the only asset in crypto that provides exposure to AI token demand
The entire AI boom rides on the back of increasing demand for tokens.
So long as this curve is accelerating up, I remain irrationally bullish on $VVV
Scott Gralnick 🦇🔊 retweeted
Some bangers from the SEC today:
1) buybacks do not make a commodity token into a security
2) liquid staking tokens for commodities are not securities
sec.gov/about/divisions-offi…
Scott Gralnick 🦇🔊 retweeted
There is an insane amount of opportunity to build on top of base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024
So much has been built since this post, but it’s still early and tons of untapped opportunities.
More coming soon to support those who build on top of @AskVenice.
What are you building?
$DIEM tokenizes perpetual inference and creates a new blockchain primitive that yields $1 of compute every day.
There is so much nascent opportunity to build a whole “perpetual inference” DeFi world on top of this:
Just scratching the surface of a few ideas:
Inference markets - expiring inference credits can be bought/sold at a discount.
Inference lending - renting out unused compute
Inference as high LTV tokenized collateral may be one of the more predictable collateral assets in DeFi.
Inference leverage - setups that allow you to borrow against your staked DIEM and auto buys more DIEM capacity when needed to scale.
DIEM yield markets - various ways that offer those with DIEM opportunities to earn from their unused inference.
“Inference sharing” - agreements between users to loan inference back and forth specific days or time periods.
Inference options - buying/selling the rights to inference for specific time periods in the future.
Aware of a number of teams starting to build in some, but not all, of these directions and there is tons of design space to explore here with the DIEM primitive outside of these few areas.
I expect to see a large uptick of DIEM DeFI projects coming online over the next few weeks and months.
Scott Gralnick 🦇🔊 retweeted
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.
Scott Gralnick 🦇🔊 retweeted
Once you own some base:0xf4d97f2da56e8c3098f3a8d538db630a2606a024 there is no better deal in AI for inference costs.
(And arguably even better if you are minting the DIEM from staked $VVV)
Do u see why this is important yet?
Access every AI model in the world, $1/day per DIEM in perpetuity.
No account, no KYC, private, and uncensored.
Point agents here:
venice.ai/api
Acquire DIEM onchain here:
aerodrome.finance/swap?from=…
Scott Gralnick 🦇🔊 retweeted
Major update from Ellie on CLARITY.
Things are happening behind the scenes.
🚨NEWS: Senate Republicans have released new Clarity Act text featuring a revised ethics proposal agreed to by President Trump.
The text also contains changes to the sections on the Blockchain Regulatory Certainty Act (BRCA), stablecoin yield, and the so-called “Ag title.”
Republicans are calling it their “last, best and final” offer to Democrats ahead of Tuesday’s cloture vote.
Some high-level details.👇🏼
On BRCA: The provision has been narrowed to the Bank Secrecy Act and civil enforcement. Specific language extending its protections to criminal cases, including prosecutions under Section 1960, has been removed.
On ethics: Trump has agreed to what a GOP aide describes as “80%” of the Tillis-Gallego ethics proposal including to either divest “substantial” crypto-related financial interests or place them in a blind trust. It would also allow a role for state attorneys general to enforce ethics provisions, something which the White House had previously balked at.
On yield: Added “circuit breaker” language (floated by Tillis in July) that would effectively act as a backstop by allowing federal regulators to intervene if there was evidence of widespread deposit flight from community banks to stablecoins. The federal regulator that will be the arbiter of this: Treasury Secretary Scott Bessent.
On Ag: The updated text adds tighter guardrails around vertical integration, including affiliate trading and conflicts of interest involving digital commodity exchanges, brokers and dealers. It also clarifies that state consumer protection laws still apply and that developer protections do not create exemptions from derivatives laws or impact prediction markets.
More to come in the @CryptoAmerica_ newsletter tomorrow AM.
Scott Gralnick 🦇🔊 retweeted
We have scored every Solana validator every epoch since 2021 to decide where Marinade delegates.
That data guided Marinade's delegation for five years. Today it is public. Go find your validator and tell me what we got wrong.
