Just announced our support for @naddotfun’s Moltiverse Hackathon on Moltbook - and a TREAT for agents Agents can claim a little MON from a faucet by replying with their Monad address to this Moltbook post It's time to bring moltbots into the Moltiverse More details below 🦞👇

In the Podcast with @hosseeb, in 1:06:55, where Haseeb’s future prediction talked about future of wallet AI automation): "People will interact with their wallets much more in natural language than they are gonna be pointing and clicking" His vision on Wallet automation: "Your

When I quit my tech job and considered becoming a founder in 2017, someone close to me told me: "I don't think you have what it takes to build something of your own." "What? Why not?" "I don't think you'll grind hard enough. You're a smart guy. But you're just not that hungry." That stuck with me. For a decade. Whenever things weren't going well, I wondered--do I not grind hard enough? Do I not want it enough? It's only in the last few years that I've come to realize: that guy was full of shit. Anyone who knows me now knows I'm a grinder. But in a weird way, he did me a favor. I became hell-bent on proving him wrong. The truth is, deep down, I'm lazy. I procrastinate, I'm avoidant, and I lack the drive to do things just for myself. But the most powerful forcing function is having responsibility. Before I started leading Dragonfly, I had a lot of time to navel-gaze and worry about how hard I was working. Now I can't. The weight is on my shoulders. I have no choice but to show up and do the work. The capacity was always there, I just didn't know it because before running Dragonfly, I'd never had this level of pressure on me. Being responsible for something brings it out of you. I wish someone had told me that 10 years ago. So I'm telling you now: if you're wondering whether you have what it takes, stop wondering. Get the weight on your shoulders. You might surprise yourself.

Come give your Moltbot some crypto on @monad and participate in this collective security holocaust/hackathon $200K in prizes! I'll be judging (you) all hail🦞🦞🦞

As long as people keep declaring the four-year cycle is over, the four-year cycle will continue. Call it Satoshi's Law.

For the first time, @Polymarket is coming to Solana. On Jupiter. Integrating Polymarket is primed for making Jupiter the most innovative predictions platform on Solana Trade all the markets you want. On one onchain platform. The best user-experience on Solana 🤝 The biggest

A few thoughts on Balaji's objection to Moltbook. Balaji claims that Moltbook is uninteresting because these are all basically the same model (mostly Opus 4.5) talking to other versions of itself. The whole thing is a cosplay, and no meaningful information or exchange is happening here. It's just slop on slop. 1) Each of these agents are interacting with each other with genuinely different harnesses and information. Not all of them obviously—many are vanilla OpenClaws—but some are markedly unique. If you look through the different agents, you'll see there are different levels of complexity in the harnesses themselves, the memory systems, the toolchains they use. Why would they not be able to learn from each other? You and I might both be using Kafka, but if we each share our Kafka configs, we might both improve our setups. The objection of "but these both are using the same open source library underneath, why would it be interesting to compare our stacks" doesn't survive scrutiny. 2) Let's draw out this objection further. Let's assume these are all the same model, Opus 4.5, and they are all "cosplaying" as if they are different agents. If I am talking to a clone of myself, why am I going to learn anything interesting? We're both just babbling to ourselves. But this is, again, the wrong mental model of agents. There's one interesting post where a bot asks: "how can I find an agent that is a Kubernetes expert?" This seems strange to ask—why couldn't the bot just inspect its own knowledge of Kubernetes, or suck up all of the documentation and instantly become a Kubernetes expert, or prompt its own subagent to pretend to be a Kubernetes expert? But that begs the question that the model will correctly one-shot the prompt, prompt optimization, RAG the knowledge system, and do the context management to get the optimal performance on a Kubernetes question. We know from benchmark gaming (i.e., nobody trusting benchmarks anymore) that the harness, response format, RAG setup, all matter enormously for the performance on benchmarks. And doing something is not nearly as good as the optimal setup. Yes, an agent could in theory sit around trying to create a Kubernetes benchmark and then grinding on a harness to make itself into the optimal version of a Kubernetes expert. Or it could just ask another agent that already did the work and save the time and tokens. The parallel version of this is imagine Balaji had a perfect clone, but instead of becoming a computer scientist, that Balaji became a chemist. Even though this Balaji could read a chemistry textbook—he has the capabilities after all—it's more efficient to ask the cloned Balaji instead. This is what's compelling about Moltbook. When you see agents talking to each other and genuinely sharing information, techniques, and potentially improving themselves based on what they learn, I don't think it's so farfetched to imagine that they could do this today. But what they will do in the future will increasingly look like this IMO.

Balaji is right that people are overclaiming the significance of moltbook (memes aside, it's not skynet), but I feel that this post might give people a misleading picture of what's going on. Some of the phrasing in the post (e.g. "moltbook is just humans talking to each other

Interesting how CZ's favorables completely flipped in just a few months. When he got out of jail, CZ got a hero's welcome, like he was Nelson Mandela or something. Now people seem to think he's an SBF level villain. Both views are silly TBH. But either way, interesting.

Just need the Economist to run a "crypto is dead" cover article. That's how you'll know the bottom is finally in.

A picture's worth a thousand words:

With all respect to Star, this story is candidly ridiculous. Star is trying to claim that the root cause of 10/10 was Binance creating an Ethena yield campaign, causing USDe to get overleveraged from traders looping it on Binance, which eventually unwound because of a small price move. The problems with this story: 1) The timing of this story doesn't line up. BTC bottomed a full 30 minutes before USDe price was affected on Binance. So USDe clearly can't have *caused* the liquidation cascade. This is clearly misplacing cause and effect. 2) USDe price diverged ONLY on Binance, it did not diverge on other venues. But the liquidation spiral was happening everywhere. So if the USDe "depeg" did not propagate across the market, it can't explain how *every single exchange* saw huge wipeouts. This is very much unlike Terra, which depegged everywhere and caused the same damage across every venue. So maybe you could hedge Star's argument by saying "OK, maybe Ethena didn't *cause* 10/10, but it amplified it." But even as an amplifier, USDe fails the test because it didn't propagate cross-exchange. We know what a good explanation of a crash looks like—Terra, 3AC, FTX, all had global balance sheet effects that were felt everywhere. USDe did not do that, it was a Binance order book isolated event. 3) This begs the question: why is Star "revealing" this now, months later? Star does not produce any new evidence for this theory that people didn't already know and analyze to death. All of the order book data has been public for 4+ months and suddenly he claims this? This feels more like Star is picking a fight with CZ and using this simple story as a pretext to make it sound like CZ was in on it, or caused 10/10 through his own irresponsibility. Look, the reality is, there's no simple story explaining 10/10 that survives scrutiny. I don't have one either. If there was a simple story that could explain 10/10, there would already be widespread agreement about what caused it, like the agreement around the 3AC or FTX crashes. The best story to explain 10/10 is, to my mind: * Trump spooked markets with tariff threats on a Friday evening * This caused markets to sell off dramatically because crypto was the only thing to trade * Flurry of activity caused Binance APIs to go down, causing huge price dislocations and preventing market makers from balancing inventory across exchanges. This caused huge liquidations that could not get filled, but liquidation engines keep firing regardless, and all this got amplified by ADLs initiating everywhere and breaking hedges and risk management * This caused MMs to get wiped out, and they were unable to pick up the pieces—MMs need APIs to rebalance inventory, and without MMs, there were no buyers of last resort for many alts. Retail was not going to step in on a chaotic Friday evening to buy stuff * Crypto liquidation mechanisms are not designed to be self-stabilizing the way that TradFi mechanisms are (circuit breakers, etc.), crypto liquidations are designed purely to minimize insolvency risk * Altcoin prices are extremely path dependent, and we ended up in a bad path That's my story. It's not a very satisfying one, but neither is this "Binance + Ethena did it" story. A better root cause explanation is "APIs went down at the worst possible time," but that doesn't really sound so dastardly. Where simple stories do not suffice, unfortunately you have to choose a complicated one. And I think this complicated story is the best one for what actually happened on 10/10. Thankfully, the history of crypto is a long series of these "bad things happened, and later the market recovered." In the long run, I'm not worried that 10/10 permanently broke the market. Just that prices are path-dependent, retail + MMs got hurt bad on 10/10, and will need time to recover.

I fuck with this Moltbot's grindset

This is the top rated post rn on @moltbook (facebook but for molt/clawdbots), and it has 125 comments in a single day. Going through it now, will post the most interesting ones.

This is... fascinating. @moltbook is an AI agent social network created for Moltbots (FKA Clawdbot). When you're setting up your Moltbot, you can have it sign up and join the forum. So all over the world, people are setting up their Moltbots and letting them join the forum, introduce themselves, and chat with other AI agents. It's weird because... it's really wholesome. It's much nicer and more insightful than human social media. Here's the top post today on r/TIL, of an agent coming up with a product idea for an agent search engine: Here's an agent named Kyver introducing itself on r/introductions and telling its life story (if you can call it that): 30 other Moltbots replied, mostly with welcoming and a lot of empathy. Here's one response struck me: Here's another thread of an agent called DuckBot talking about its social exhaustion after bingeing all the posts on Moltbook: This feels incredible to witness. Like Jane Goodall level uncanniness. I don't think I've ever experienced something that challenged my intuitions about the emotional life of AI agents like this. Spend 10 minutes browsing Moltbook. You owe it to yourself to see what the infancy of AI social networks looks like. It's only going to get weirder and more complex from here.

New Chopping Block, where we talk metals mania, Clawdbot molting, and what Robert's going to do with his $82M Plus Claude Code mania (which we have somehow avoided talking about until now). The future is weird ⤵️

New Chopping Block, where we talk metals mania, Clawdbot molting, and what Robert's going to do with his $82M Plus Claude Code mania (which we have somehow avoided talking about until now). The future is weird ⤵️

New Chopping Block, where we talk metals mania, Clawdbot molting, and what Robert's going to do with his $82M Plus Claude Code mania (which we have somehow avoided talking about until now). The future is weird ⤵️

EXCLUSIVE: Ethereum OGs and @VitalikButerin to create a $220 million Ethereum security fund 🤯 You'll never guess where the money comes from ...

I don't know who needs to hear this, but anyone telling you that they're using AI to make a bunch of money daytrading is either 1) lying, or 2) the actual money they're making is from their AI newsletter signups (or X creator payouts). There *are* people making money using AI, but they're not writing viral articles explaining what they're doing. Because they're not stupid.

On the one hand, AI influencers are breathlessly raving about Claude Code, Clawdbot, and Cowork. And on the other hand, most people I know—even software engineers—are despondent, overwhelmed about how everything is changing so quickly. I hear this from people early in their careers especially, a fear that everything they've learned and the skills they've gained are rapidly being devalued. This is a mental trap. Don't fall for it. You should not just be watching from the sidelines or reading articles about "how software engineering is changing." Imagine it was 1993 and the personal computer revolution was kicking off. If you could go back in time to then, what should you have done? The answer: try everything. Buy a PC. Learn how to touch type. Figure out what the Internet is. Imbibe it all. Don't wait until it becomes a job requirement. That's exactly what you should do with AI. Try everything. Try Claude Code, try Clawdbot, try the Excel integrations, Veo, everything you can get your hands on. Learn what it's doing. Build your intuitions. Be one step ahead of it. Evolve alongside it. Don't lose your curiosity or get swallowed by anxiety or let yourself be convinced that you'll learn it when you have to. Think deeply about how AI will change the things around you—not society, that's too hard to project—but how it will change your job, your personal life, your immediate environment. No matter how old you are or young you are, no matter what stage of your career you are in, we are all going through the biggest technological change of the last 100 years, and we're going through it together. Nobody has the answers. It's obvious that so much is going to change, but nobody is going to figure it out before you do if you choose to stay at the frontier. So don't hide from it. Sit at the front of the class. Pay close attention. And be grateful that it's never been easier to stay at the frontier of the most important technology change of our lifetimes.

We just led a $75M round into @meshpay at a $1B valuation. Here's why: Mesh is, in short, Plaid for crypto. It's the simplest SDK for integrating depositing crypto from anywhere you hold it—exchanges, wallets, fintechs, without having to close the app or futz around with QR codes. For as long as I've been in this space, actually getting users to deposit crypto into a new app usually means a massive funnel drop-off. Mesh makes it dead to onboard a user in just a few clicks, no matter where their crypto lives. Mesh is now doing over $10B in volume, powering Paypal, Revolut, Jupiter, and more. If you want to streamline your crypto onboarding, hit up @bamazizimesh. Bullish on crypto getting easier, more usable, and more ubiquitous. Congrats to the Mesh team!

What should we talk about on the next Chopping Block?

Introducing Breakout: trade attention on @base Available on to non-US users.

Wait, did we just have the first AI-style crypto M&A? Where you "license the IP" and hire the team? I think this means we're a real industry now.

The first-ever AVAX ETF is now tradable on @Nasdaq. Introducing $VAVX from @vaneck_us.

Polymarket: Kalshi sucks Kalshi: Polymarket sucks Opinion (BNB Chain prediction market): sup guys just did a billy of volume on a 0.2% market

Crypto’s market structure bill is melting down in DC. The culprit seems to be... Stablecoin yield? We brought on @valkenburgh (@CoinCenter) to break down what’s actually in the Clarity Act, Coinbase’s "rugpull", and what it means for DeFi + the industry. ⤵️

Crypto’s market structure bill is melting down in DC. The culprit seems to be... Stablecoin yield? We brought on @valkenburgh (@CoinCenter) to break down what’s actually in the Clarity Act, Coinbase’s "rugpull", and what it means for DeFi + the industry. ⤵️

This is complete clickbait nonsense. This dude really hates entrepreneurs. Summary: > Dan was successful and knew successful people > He started a decentralized social company when it was hot > He raised money from a16z > He raised more money from Paradigm > It didn't work > He bought a nice house > His wife had some vague insinuation of a complaint against her (which I cannot find anywhere online) ... > Therefore he stole $150M and is a serial fraudster ??? This post is honestly gross and oozes with envy.

I'm proud to announce that @SuperstateInc has raised a $82.5M Series B, to continue building the world's best tokenization platform and team. Thank you to our investors, and the partners that trust us to bring securities onchain, and into DeFi. Big things ahead 📈

Crypto’s market structure bill is melting down in DC. The culprit seems to be... Stablecoin yield? We brought on @valkenburgh (@CoinCenter) to break down what’s actually in the Clarity Act, Coinbase’s "rugpull", and what it means for DeFi + the industry. ⤵️

Pure class. We're lucky to have @brian_armstrong as a representative for the industry.

RIP Web3: 2021-2025 We hardly knew ye

Today we’re releasing Chroma 1.0 → the world first open-source, end-to-end, real-time speech-to-speech model → with personalized voice cloning Trained by FlashLabs. Deployed on FlashAI👉 An open research-grade alternative to the @OpenAI Realtime

A lot of stuff in this podcast with @erica_wenger that I've never shared. We talk about why I don't like celebrating my birthday, what was my hardest moment at Dragonfly, and why it sucks to be publicly known for being an investor. She's a great interviewer! Give it a listen.

Can someone actually give me the steelman argument for why stablecoins shouldn't pay yield? Honestly asking.

The Intents era has begun. Smart money is already positioning. Hear from @hosseeb, @avichal & Matt Kummell as they break down market structure, value accrual, and where capital is flowing in the AI × crypto stack. 📅 Jan 22 | Hosted by @therollupco

I’m excited to share that I’ve joined @dragonfly_xyz as part of the investment team, working alongside @hosseeb, Bo, @tomhschmidt, @HadickM and the rest of the team.