BUILD SECURE INFRASTRUCTURE

“I have six AI agents running inside my business right now. Some of the names right now are Alfred, Cyborg, Flash and Oracle. And they do a whole host of things, such as looking through my Google Search Console, looking through my CRM, saving me 500 grand plus when it comes to my costs, and doing much more than that.”

“If you look at the cloud, what is the most important thing that's happening? It's data compute AI. Once that right? So there's Amazon, AWS, there's s three, which is a storage service. There's a compute service called e c two, and then there is an inference service called Bedrock. That's what everybody uses. It's s three, e c two, Bedrock. So we just build those natively on AigongLayer.”

“The market size in crypto for, like, all the development activity that's happening is not big enough to accommodate a massive infrastructure segment. This is just like the the kind of, like, the phase and evolution of crypto and where we are in that that journey. I I think it's too early to have hyper modularization, which is what really, like, Eigenlayer was trying to do.”

“I think the real breakdown here was, you know, not necessarily that KelpDAO ran a one-of-one between Arbitrum and ETH Mainnet, but it's that Aave allowed it to be a collateral asset without properly vetting the bridge risk of the one-of-one. I think Aave is not without fault here. They did have, you know, one of their key risk teams walk out earlier this month. That was Chaos Labs. And Omer Goldberg did a very good post on X, explaining like a lot of the things that we could have added in terms of sanity checks and circuit breakers.”

“The briefing also warned that the gasoline oil prices may remain elevated through the midterm elections. So the Pentagon deeply concerned about inflation and at the same time the Pentagon running a Bitcoin node. Those stories are connected everybody and I just want to shout that from the rooftops.”

“We massively reduced the barrier for somebody to do that. You can just write a program like you would write to deploy to a cloud. Write it in and package it into a docker container and send it to AIG and compute. It just run it off chain, but runs inside a trusted execution environment. Back up all the data to AIG and d a.”

“We have now finally broken that streak where Bitcoin is now trading higher one week after the X dividend date for the first time in 6 months. This is breaking a pattern of post payout weakness. Why might we be seeing this? Well, if you don't know what it is, it's Micro Strategy's perpetual preferred stock. It's called Stretch.”

“We saw that Russia is adopting cryptocurrency. It is going to happen on July 1st. And so, we got a couple months and exporters will gain a legal path to accept Bitcoin and stable coins from buyers cut off from Western banking. And so, this is particularly aimed at Russian businesses. This isn't for the average Joe, you know, trying to maybe trade on a DAX.”

“Emergency crews are on high alert as record rainfall is expected tonight.”

“Agents become the new companies. That's our thesis. Because once you have an agent and, property rights, suddenly they become ownable. They're new kinds of digital assets that are highly valuable.”

“I just added a cloned version of Oracle yesterday and said, hey, go ahead and introduce yourself. I'm yours, the SEO team's own agent. Not sure with other departments. I already have all the existing SEO intelligence from day one. Not starting from scratch. You can customize me, correct me, tell me your preferences.”

“Hospitals are diverting patients as digital systems remain offline following the breach.”

“And that's why when it comes to businesses, we go on NemoClaw because it's the enterprise-grade version where you might get the ability to do three different things, but you can only do two or three at once. Right. That's one of the key benefits of having something like a NemoClaw.”

“Proof of work, scaling on Ethereum, it's worked well enough that it still costs less than one cent to send any amount of USDT in normal gas times. So if I can spend less than one cent in gas fees to send any amount of value on Ethereum, what's the purpose of something like Arbitrum in the first place that offers decentralized scaling for Ethereum? It's like, no, either use the full corporate chain tempo or use Ethereum mainnet. I don't really see the reason for having Arbitrum anymore.”

“So if someone hacks you, for example, if you let it send emails from your personal email, well, the blast radius is really big because then it can just send everyone emails and then ask for information. Right. So you don't want to just let it do whatever it wants. And then you want to limit the blast radius.”

“Part of the reason I got into crypto is because blockchains and cryptography are the only things that are stable in a world where AI can do anything. It can do my work, your work, but it can't break cryptography, it can't break a blockchain. So this was kind of like in the kind of ancient origin story of, like, my shift into crypto, into blockchains.”

“Well, I think one of the major design principles is effectively to segregate the base layer or the validator network that's actually witnessing transactions on those source chains and then attesting them into the blockchain. And then basically making a general abstraction, which we call subnets that allow multiple different, you can call them subnets or layer twos or whatever. But you can basically have like the base network, which is only responsible for custodying the L1 assets. And then those are being credited to networks that can have their own validators set. Our first subnet is our exchange, which is a limit order book.”

“We want to enable value to be communicated as quickly as possible, but like any time when it is about to leave the boundary, you want to just like spend a little bit extra time because it's important that our orders match at sub microsecond in like HFT, but it's not important that the actual funds settle between institutions and TradFi in sub microsecond, right? That takes longer. It takes hours, if not days. There's reasons for that. There's circuit breakers. There's people on both sides checking. There's middle offices like everything that TradFi has built in terms of circuit breakers. We're just speed running, relearning those things in crypto.”

“He spoke to the Senate yesterday. Yesterday he spoke to the or the day before yesterday he spoke to the House. He said the military is running a live node on the Bitcoin network testing it for national security purposes. And he made the disclosure at the House Armed Services Committee hearing on Wednesday. This is a day after telling the Senate Armed Service Committee that Bitcoin has incredible potential as a tool for power projection, American power projection.”

“I think that the proof of power and the soft war approach to this, the write up from Jason Lowry years ago was completely under reported. And people just don't care about this concept until it's too late, until Bitcoin is literally being used to harden government infrastructure and data. And then it's well out of reach of the average person.”

“The way that they were able to do that was by effectively exploiting the OFT, which is basically a cross-chain boundary bridge between two chains. In this case, it's an implementation provided by LayerZero. But the infrastructure can actually be run by anyone. They were trying to lock a value which was not actually held on Arbitrum, and they effectively spoofed a packet saying that Arbitrum received 116,000 RS ETH, and now you're clear to go ahead and release that to this address on maintenance of Ethereum.”

“Presently, we're in experimentation. So I'll give you a deeper look into that. Presently, we have a node on the Bitcoin network right now. We're not mining Bitcoin. We're using it to monitor and we're going we're doing a number of operational tests to to secure and protect networks using the Bitcoin Bitcoin protocol.”

“We need to build better infrastructure and not have one of one DVNs that are governing, you know, the ability to move value that quickly. And then, you know, aside from that, like how do we eliminate the blast radius on other DeFi protocols like Aave? Aave should not be accepting deposits that are that large from brand new addresses without those being flagged. If we're feeling downtrodden right now because we're really facing the music of DeFi in general potentially being at risk here, to me it's just a wake up call that we need to double down on our efforts on securing this infrastructure.”

“This legislation represents a generational investment in our nation's crumbling transit networks.”

“Alfred is our chief of staff. So Alfred sits at the very top. And then what happens is you have other agents that report to it... We have a reporting structure here that works out well because you have a chief of staff that has more of the context, and then it can feed that context when the other agents are calling for it.”

“I still think that the models flatten to a commodity over the long run and just that the harness, how the harnesses are really good and that Anthropic has a ton, or OpenAI has a ton of compute power. But I don't see it being, I see it being likely that people will be able to use open-source models to devise the same caliber of attacks as we're seeing today. So I really don't see certain nation states having an advantage over others that are purely due to model dominance or even compute.”

“Powerful move looms for Bitcoin's price says the Ballinger bands indicator and is saying they've reached the tightest point ever on the monthly frame. I don't want to get into the whole article here because most basically just posting this tightest Bitcoin monthly Ballinger band squeeze ever. You can see it right here on the bottom part. This measures the the narrowness of this gap.”

“The central bank needs more evidence that inflation is heading toward two percent.”

“The switch to solid-state chemistry could fundamentally change the economics of transportation.”