-
Sharing what I read. Spans across different crypto verticals and sometimes macro too. Happy to discuss if you are keen on the same topics too! 🍪🥛 NFA. Views are my own. I’m just a cookie.
Oak Tree: Nobody Knows (Yet Again)
Good piece wrt tariffs
https://www.oaktreecapital.com/insights/memo/nobody-knows-yet-again
zkTLS — The Cornerstone of Verifiable Internet
Contains both technical information on zkTLS tech as well as ideas on what can be built
https://medium.com/zkpass/zktls-the-cornerstone-of-verifiable-internet-da8609a32754
Pluralis: SWARM Parallel with Asynchronous Updates
https://blog.pluralis.ai/p/swarm-parallel-with-asynchronous
What fully automated firms will look like
https://x.com/dwarkesh_sp/status/1918077396672299481?s=46&t=ywALktyM5ZCyt-zigN5Big
The Future of Crypto is Social
https://re7research.substack.com/p/the-future-of-crypto-is-social
LLM Serving Frameworks: Ollama, vLLM, SGLang, and LLaMA.cpp Server
https://x.com/hyperbolic_labs/status/1917283791485428205?s=46&t=ywALktyM5ZCyt-zigN5Big
TRINDs by Google: Uses synthetic personas to train and optimize performance of LLMs for diseases
https://x.com/GoogleAI/status/1917670868605624711
ZAR raised $7mil seed round led by Dragonfly and VanEck
Understand it's mechanism here: https://x.com/jinglingcookies/status/1880208470781374810
Dean W Bull: Where We Are Headed (Part II)
AI governance
https://www.hyperdimensional.co/p/where-we-are-headed-part-ii
Gensyn RL Swarm: Gonna be looking into this on the weekends
https://x.com/gensynai/status/1917657023031767308?s=46&t=ywALktyM5ZCyt-zigN5Big
Alliance Cohort 14
https://x.com/kyparus/status/1917628529249833143?s=46&t=ywALktyM5ZCyt-zigN5Big
Future-proofing Solana
https://x.com/Lemniscap/status/1917594835503997236
Trivi Agent: AI-powered trivia
https://x.com/virgen_alpha/status/1917503472922157534?s=46&t=ywALktyM5ZCyt-zigN5Big
$ALPACA situation
https://x.com/Capitanike/status/1917496222191083963
Ethereum R1: Neutral Rollup for Ethereum
https://x.com/ethereumr1/status/1917915035516498025?s=46&t=ywALktyM5ZCyt-zigN5Big
ALL14 Demo Day Overview
https://x.com/alliancedao/status/1918035277316084161?s=46&t=ywALktyM5ZCyt-zigN5Big
Category Labs: RaptorCast
Understand how Monad’s high performance is achieved with a highly efficient messaging protocol
https://x.com/category_xyz/status/1917931697124897019?s=46&t=ywALktyM5ZCyt-zigN5Big
zkTLS crypto consumer apps
https://x.com/jinglingcookies/status/1917944895651852368
List of vibe coding platforms
https://x.com/jinglingcookies/status/1917864807329566779
I think this is cool
But imagine if it starts hallucinating / under-performing - it's going to come up with pretty weird scenarios / illnesses
Would you want the AI in your group chat
https://x.com/ycombinator/status/1917564603636068475
HyperliquidX twitter was compromised. Any new posts or links from the twitter account are fake. Do not click or engage with them. The account is being recovered.
hyperfoundation.org and hyperliquid.xyz are safe.
A list of dinner topics by Crucible Capital - very interesting
https://x.com/melt_dem/status/1917604929646010548?s=46&t=ywALktyM5ZCyt-zigN5Big
Visa launches stablecoin payments in Latin America in major advance for crypto
https://fortune.com/crypto/2025/04/30/visa-launches-stablecoin-payments-in-latin-america-in-major-advance-for-crypto/
Sam Lehman: What the Reinforcement Learning Renaissance Means for Decentralized AI
https://x.com/jinglingcookies/status/1917659157840421080
Novel concept of parallelized orderbook liquidity
https://x.com/FishMarketAcad/status/1917461657024094507
Investing in Unto Labs
https://x.com/0xren_cf/status/1917254059783811382
Projects working on smart glasses
https://x.com/CactusXR
https://x.com/MentraLabs
Mastercard unveils Agent Pay, pioneering agentic payments technology to power commerce in the age of AI
https://www.mastercard.com/news/press/2025/april/mastercard-unveils-agent-pay-pioneering-agentic-payments-technology-to-power-commerce-in-the-age-of-ai/