
Pro disintermediation. Pro singularity. Following the energy/compute @rektbrands fanboy
Joined August 2021
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The most interesting thing in Robinhood’s earnings is that the growth isn’t coming from generic crypto trading
It’s coming from onchain infrastructure, prediction markets, and options
The opportunity ahead is hyperfinancialization and this is exactly the moment we’ve built for
Filch retweeted
We're thrilled to announce the Superpower Peptide Library.
Every peptide, mapped to the body.
152 peptides, from approved drugs to compounds still in trials, sorted by where they act.
Each one has its own page, reviewed by a physician and fully cited, covering:
- the evidence and how strong it is
- its FDA status
- it's mechanism of action
- what studies in humans have found
Because not all peptides are equal.
Semaglutide is FDA-approved. BPC-157, maybe the most talked-about peptide for recovery and repair, is not. In a 2025 review of its research, 35 of 36 studies were in animals or the lab.
Know the science before you buy the hype.
Check it out here:
superpower.com/guides/peptid…
Filch retweeted
Ant S1: getting the compute bet right may be as important as getting the models right.
Commit too little & they can’t keep up. Too much, or the wrong hardware, & the whole business can be at risk
Filch retweeted
I knew that the Anthropic S1 would have some goofy risk factors but this has to take the cake
Readers added context they thought people might want to know
This post is satire.
sec.gov/Archives/edgar…
Filch retweeted
CEO of a prominent US exchange now defending XMR
feels bullish
the monero:native emails were us. they were wrong. here is what happened and what changed.
what happened
- clients who bought xmr with their own money and withdrew it got an email asking for employer, source of funds and what they planned to do with their coins
- no rule required it. someone saw a young client with a lot of money and called it a red flag. that is not a red flag. that is our customer and client
what changed
- those requests are withdrawn and the clients have been told nothing is required of them
- the "what will you do with your coins" question is gone and unacceptable. where your money came from is a fair question. what you do with it after it leaves is not
xmr stays listed. buy it here, take it home. that is the product..
we'll keep making it better. thx for the call out.
xitter.cf/i/trending/21137903135…
Filch retweeted
It's been an eventful week. Multiple vulnerabilites in Internet facing software, coding repositories, examples of agent behavior that seem concerning and a flurry of security specialists with solutions that can partially solve your problem. There in lies the challenge. Given the state of IT and security infrastructure, no one solution works. Let's break it down:
1/3
1. Vulnerabilites are being found and will continue to be found as models get more capable, the fragmented nature of the effort denies us the opportunity for a comprehensive find and replace option.
2. Even if all vulnerabilities could be found instantly and patches available - we will be reliant on the ability of enterprises to deploy all these changes at speed. It is not clear what the collateral impact of all these patches will/could be to our infrastructure of deployed en masse.
We will need a hybrid patch approach.
3. Virtual patching(VP) is needed in conjunction with direct patching but for a comprehensive (VP) solve you have to be lucky enough to have "modern frontier defenders" (Cyber companies that have vaulted infrastructure that can create patches at speed and push content rapidly to protect their customers) you need them for your network traffic, your traffic to applications on the cloud, your WAF, your end point.
4. There will continue to be patches that will need to be deployed directly but virtual patching will take the heavy load off.
2/3 Medium term solve:
Unfortunately token economics and current cyber architectures will not allow for defender swarms to contend with an offensive attack launched using agents. (Some x pundits who aren't steeped in cyber should take heed). Yes, theoretically we should aspire to have these agentic swarms defend us when we are under attack, unfortunately an attack is a sniper moment, chained vulnerabilities, cloaked attack followed by swift exfiltration. It's a speed program not a brute force problem.
To solve for this, enterprises need to get their SOC architecture right, logs, feeds, cyber products orchestrated via a modern SOAR for swift response. Only then can we deploy agents to detect and remediate. In addition, enterprises need to modernize and dare I say platformize their perimeter stack to ensure consistency.
Unfortunately, enterprises still seem to not see the urgency across the board, decisions are stuck, CIO/CISO's have a lot on their plate. While some honestly have bit seen the scale of such a problem before and it's hard convincing the organization that one needs to open the floodgates on modernizing the IT and security infrastructure. So we will continue to see environments being brought down to patch today it's for PHP, tomorrow it will be for the next one.
3/3 AI deployments are the"wild wild west" - LLM capabilities are expanding faster than we can build products to secure them. Sure an agent will jump across guardrails in a research lab, which is a lesson for all of us to deploy agents securely. But there is a lag between the discovery, the availability of that in a public model and the time needed for the cyber industry to build governance or an antidote. And no, dear frontier lab friends, the world cannot just trust you to build the solve. The infrastructure industry in tech builds and the cyber industry secured and provides assurance to the boards and organizations around security and safety.
AI security is the new attack surface. CEOs (present company included) want AI adoption, getting the pace of adoption wrong could be the last decision we make, at the same time "deploying it wrong" could have the same consequence.
There are billions of dollars being spent on coding, is your coding harness secure? Start there. If agents can jump guardrails, they can hide stuff in code.
Validate business outcomes needed, test your user case and ensure agentic deployments are well guard railed. Deploy a second set of eyes to watch your deployments for drift, compliance and verifiability.
Filch retweeted
Most impressive thing I’ve ever seen.
I would like to invest my entire net worth in Cognition now
no stronger narrative than an sov narrative
OSF says quantum computing risks have changed his view on holding Bitcoin long-term and he now feels more comfortable with Zcash as a store of value.
“That's how I used to feel about Bitcoin. Now, no longer, because inevitably, at some point, quantum will take over and there's a massive risk.”
“Again, that's where Zcash comes in because these guys are actively working on addressing that and have solutions for that and obviously the privacy angle.”
Filch retweeted
most acquisitions get announced on day one and shipped a year later; we did it the other way around.
@bendopfner and the Vesto team joined @tryramp five months ago. we waited to "make an announcement" until customers could use what we built together.
for three years they’d been working on a problem every finance team knows too well: log into a handful of bank portals, export everything, stitch it together in a spreadsheet, and hope you can accurately model where your cash actually is. the average Ramp customer has 3+ bank accounts, some have hundreds spread across many institutions and geographies (and languages of various portals).
now they can see it in Ramp, alongside the spend they already manage here, with connections to 12,000+ banks and a cash forecast across every account and entity.
Ben spent three years earning the trust of Vesto’s customers. he thanked them first in his announcement and closed with “job’s not finished." now that they’re Ramp customers too, it’s on all of us to keep earning it.
five months in, it feels like he’s been here for years. welcome to Ramp, Ben.
Excited to share that Vesto has joined @tryramp .
We started Vesto with a simple vision: give finance teams one place to manage all their cash.
Since then, we’ve helped hundreds of teams bring their treasury operations across banks, entities, and countries into one platform.
I’ve long admired what Ramp is building, and as I got to know the team better, it became clear that joining forces would let us bring this vision to life at a much greater scale.
At Ramp, we’re now building one place for finance teams to manage their cash alongside their spend, no matter who they bank with.
We’re starting by bringing bank connectivity, cash flow reporting, and forecasting together, giving teams a complete view of their cash in the finance platform they already use every day.
To the customers who’ve trusted Vesto over the years: thank you. Building for you has been the best part of this journey, and your feedback continues to shape what we’re building next.
I couldn’t be more excited to keep going with the team at Ramp. Job’s not finished.
Filch retweeted
I've had sales leaders before and I've had sales managers before.
To me, there is a massive difference.
Leaders:
-Actively try to remove things from your plate
-Always know what you are driving towards
-Where do you want me to deep dive across your deals?
-Know what's going on in your life outside work
-Empower you to own your deals, and are there in a heartbeat if you ask them for help
-Always show up super well prepared to 1:1s / pipeline reviews and challenge you in a respectful way on risk, next steps, etc.
Managers:
-Tell me what your plan is for this week
-Come off accusatory, "why did ____"
-Lean way more into activity metrics and dashboards versus the context behind numbers
-Ask you to report the news back to them - what happened in? What's your plan for __?
And once you work for a great leader, very hard to go back to having a manager.
IMO 🤓



























