
Head of Regulatory Strategy @PlumeNetwork. Launched @nestcredit. @0xTransferAgent will power our TA. Coding. Designing. Writing.
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Joined March 2017
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Over centuries, trade was done on stone tablets, then paper, then computers, then computers that are online. Now trade is onchain.
Blockchains aren’t databases, they’re programs with self-executing code, and payments that are built in to the value exchange layer.
Why tokenized RWAs, finance, and trade? Because wealthy merchants adapt to use the latest technologies. Don’t overthink it. Use the best tech to access global markets, not your local ones.
Wallets won’t work for RWAs. I love using a few, and I like using 90% of my wallets better than my many brokerage accounts.
I don’t want meme coins, nfts, and crypto dust next to tokenized stocks and vaults. Too much cognitive load.
Gotta do something about that.
Wow so setting fable 5.1 effort to ultracode and giving it a plan + repo to review really chews through $250 in credits quickly.
You know what is a moat in RWAs? Strategically placed regulatory licenses for every piece of the stack.
We @plumenetwork started with product-led distribution of tokenized assets, added tokenization infra, and the interesting things are only just beginning.
Standby.
calling it “vibe-eval” from now on ty
Alex Palmer retweeted
Per Moody’s, private credit “reported defaults” are 4.0%. Yet their actual “credit stress group” which includes PIK amendments and maturity extensions is 5.8% - about 45% higher.
PIK is where companies elect to pay interest in equity, instead of cash, usually when cash is tight. This is the REAL default rate.
The number you’re being quoted and the number that matters are not the same number. Question everything.
The real teams who understand these assets will have answers. Those larping, will not.
this is exactly how agents write your code without a tight product spec and an event tighter engineering spec
Alex Palmer retweeted
The finreg debate of the future: should policymakers make it easy or hard for consumers to find yield?
to friends who never hold it against me that I respond to them only on weekends and 1:37 am on weekdays - ty i love you. let me make you dinner soon
that is all
WHY ARE YOU YELLING but also yes I’ll never again incorporate a startup in Delaware it’s just so tedious, dumb, and just ugh
🚨 NEW DATA: DELAWARE HAS LOST A NET 28 PUBLIC COMPANIES THROUGH REINCORPORATIONS IN 2026, ACCORDING TO NEW RESEARCH FROM A CORPORATE LAW PROFESSOR.
University of Nevada, Las Vegas law professor Benjamin Edwards published updated findings Friday tracking 71 identified corporate-jurisdiction moves in 2026, up from 59 in his September update.
Texas and Nevada are competing closely to attract companies changing their legal homes.
September alone saw nine identified moves, with activity continuing well beyond the traditional shareholder voting season.
The research identifies major companies including DoorDash, Dell Technologies, Datadog and Samsara among those pursuing departures from Delaware.
The findings also provide important context: Delaware has attracted 15 attempted inbound reincorporations and remains strong in new public-company formations, gaining 73 companies through IPOs. The 71 tracked moves include proposed transactions, not exclusively completed conversions.
But the direction of reincorporation activity is notable. Delaware is experiencing a net outflow of existing public companies even while it continues to attract new listings.
Research published October 16:
businesslawprofessors.com/20…
“your requests are masked with random cover traffic, zkAPI ensures you don't leak your identity through payments, and all prompts are locally rewritten”
Well this is interesting
Wrapped zkAPI + Tor + extra cover traffic + local LLM prompt rewriting in an open-AI compatible daemon, and made a "paranoid mode" wrapper for my agent harness (pi):
Each conversation gets assigned a separate Tor circuit, your requests are masked with random cover traffic, zkAPI ensures you don't leak your identity through payments, and all prompts are locally rewritten (bring-your-own-local-model; I'm using qwen3.8-flash-next)
github.com/vbuterin/zkapi/tr…
My agent harness is wrapped with a bwrap sandbox (also experimenting with MicroVM) and wrapped again with torsocks, so everything it does goes through Tor.
Here's what me asking it to do a simple research task looks like.
It's getting quite usable! Though you definitely still pay quite a bit in increased latency, especially when starting a new conversation.
Also, Tor is far from optimal here for privacy; the cover traffic mechanism is okay against passive adversaries but much weaker if the LLM provider is colluding with the guard and actively manipulating timing. This kind of task really requires a more specialized mixnet, probably take the tradeoff of a higher bandwidth multiplier and built-in constant cover traffic.
Also also, much cheaper zkAPI deposit and withdraw gas costs are coming to mainnet soon.
And some say you can’t have nice things anymore. Yes you can.
Like he said, set realistic expectations and meet them. Do your job well and consistently, and over time that earns user trust.
RWAs going brrrrrr is the next cycle. And also my love language.
We processed an $8m single-day redemption out of nOPAL today. Liquidity working as intended. That’s 6.7% of TVL.
DeFi will have inflows/outflows, and while RWA redemptions aren’t instant, well structured assets will deliver every time.
Set realistic expectations and meet them.























