100% pure speculation and imaginings. Objectively biased #Chainlink & #Ethereum
Joined July 2021
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wtf
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
nanook retweeted
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
nanook retweeted
“This spring, the U.S. military faced a similar dilemma in the Middle East. According to a Reuters report that cited Pentagon documents, U.S. forces used Starshield to pilot their drones for strikes against Iran. When SpaceX found out, it raised the price for Starshield service in that region from roughly $5,000 per terminal per month to $25,000. The Pentagon agreed to pay.
In Ukraine, Musk could be attempting a similar upsell.”
theatlantic.com/national-sec…
nanook retweeted
🚨BREAKING: A Nasdaq-listed company exec told me their rep reached out suggesting they object to tokenized trading of their shares on OKXICE and offered to hold a call to discuss why.
38 companies have now opted out.
Here's the DM:
nanook retweeted
Very excited for Frank LaSalla the CEO of the DTCC to sit for a fireside chat with Chainlink co-founder Sergey Nazarov tomorrow morning at Link:NYC.
The DTCC Tokenization Service is now live, and this is only the beginning.
Explore the service: brnw.ch/21x6JeP
nanook retweeted
Today, Chainlink’s Head of Legal @kkirkbos moderates the @CFTC’s Agentic Trading panel, covering how autonomous AI agents will interact with financial markets, infrastructure, and regulatory frameworks.
Watch live at 2:45 PM ET: cftc.gov/Webcast/current
nanook retweeted
teapawt.org/TomZschach/status/2115…
"Tokenized assets are going multichain fast. Congrats to
Securitize on adding Stellar as chain #17."
Chain number 17.
We aren't in the blockchain industry; we're in the onchain finance industry and the blockchain is one component of the tech stack.
So, to answer your question, none of them really.
The goal of tokenization (or onchain finance or Internet Capital Markets) is to have a consistent state across all chains with real-time data orchestration, automated compliance and atomic DvP/ PvP transactions, enabling T+0 settlement, 24x7 open markets, and regulatory monitoring.
It's not about what is even happening on any one particular chain; it's about what's being enabled for the assets themselves.
Tokenized assets are going multichain fast. Congrats to @Securitize on adding @StellarOrg as chain #17. As assets spread across networks, the proof behind them has to travel too: what backs it, who holds it, and whether a receiver can accept it. That's the evidence layer we're building at @Logosfi
nanook retweeted
JUST IN
Wall Street’s clearinghouse now mints tokens.
@BankofAmerica, @Barclays, @Citi, @Fidelity, @jpmorgan and @MorganStanley are among 20 DTC participants signed up to @The_DTCC’s tokenization service, live today.
34 securities. Tokens backed 1:1, with DTC still keeping the official books.
@CantonNetwork and DTCC’s private Besu network are the first two chains. @StellarOrg and @Circle’s Arc are slated for 2027.
Read more here:
thedefiant.io/converge/tradf…
nanook retweeted
The DTCC Tokenization Service is now live, and this is only the beginning.
Explore the service: brnw.ch/21x6JeP
nanook retweeted
The DTCC address cluster from the September Fulcrum tests is now testing lending on public ledgers
This is not a simple DvP sale. This is a CRE orchestrated workflow on a public ledger involving the largest custodian in the world and a decentralized app
On Oct 20 they started running a loan DvP on a test equity using Morpho Blue to borrow and repay
Since then 18 opens, 5 closes, 4 collateral increases, 0 sales, 0 liquidations
The markets consisted of test equity collateral / test usd loan at 86% LLTV. Interest accrued at ~5% apy
sepolia.etherscan.io/token/0…
nanook retweeted
Nothing says "the media manufactured the Russia hoax" than going on a hunting trip with one Russian oligarch right after another Russian oligarch had paid for your wedding.
The trip highlights the remarkable relationship between a son of the US president and a tycoon with a criminal record who has close ties to Vladimir Putin’s personal security service. Intelligence experts say such connections are ripe for manipulation. ft.trib.al/p0LBRYI
nanook retweeted
Раскрыто содержание напряженного разговора Буданова с командой Трампа
Переговоры украинской делегации со спецпосланниками Дональда Трампа в Майами, как пишет Le Monde, переросли в конфликт. По данным издания, во время трехчасовой встречи в гольф-клубе Shell Bay Стив Уиткофф «с раздражением» требовал от главы офиса Зеленского Кирилла Буданова прекратить удары по российским НПЗ.
Буданов, по информации Le Monde, «с трудом сдерживал гнев» и чувствовал, что с ним «обращаются как с ребенком, пытаясь научить зарабатывать деньги». Американцы представили масштабный план послевоенного «регионального процветания», который предполагал возобновление прокачки российских нефти и газа в Европу через Украину с выплатой Киеву дивидендов.
Буданов возмутился, что такая сделка привяжет Украину к Москве, после чего переговоры прервались. Когда встреча возобновилась, американцы предложили принять сделку по поставкам российского дизеля в США.
Источники издания отмечают, что никогда не видели украинцев «настолько расстроенными и встревоженными». В окружении Зеленского ситуацию назвали «безнадежной», поскольку посланники Трампа «думают только о бизнесе»
📸: Пресс-служба президента Украины
The interesting thing is that AI is potentially expanding the boundaries and, in doing so, the number of problems that will need solving
Many of you don't understand how serious this is, so let me break it down.
In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force.
For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew.
About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea.
They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science.
Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption.
Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean.
And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea.
So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited.
Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved.
But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
nanook retweeted
Road to Link:NYC 🇺🇸
Senator @JimJustice_WV and Babydog have a message of support ahead of Link:NYC.
Thank you, Senator, for your support of our industry and what we are collectively building.
nanook retweeted
Introducing Chainlink CustodySync, a new solution that lets qualified custodians give their institutional clients access to DeFi lending markets, all while assets remain securely in custody.
With @Anchorage as the official launch partner, together we’re establishing a new standard for institutional DeFi.
CustodySync keeps custody and lending systems in sync across the full lifecycle of a loan:
→ For custodians: faster time to market and lower operational overhead, with custodian-managed controls
→ For lending markets: independent, verifiable data and a consistent risk framework
→ For institutions: passive capital becomes productive capital
More than $80 billion sits in DeFi lending markets. Meanwhile, the roughly $700 billion in digital assets under custody is less than 0.5% of all $250 trillion in traditional assets under custody. The opportunity to connect traditional institutional capital to onchain finance remains vast.
Large institutions have lacked a secure way of accessing these markets. Regulations require many of them to keep their digital assets with a qualified custodian, a firm that meets specific requirements for holding assets on behalf of clients, and custody systems were never built for DeFi. Even when custody and lending systems are connected, inconsistent loan valuations can trigger premature liquidation or delayed liquidations, exposing borrowers and lenders to significant financial risk.
@Anchorage, home to the first federally chartered digital asset bank in the U.S., is the first qualified custodian to adopt CustodySync, connecting its institutional clients to DeFi lending markets while their assets remain in regulated custody.
Institutional capital no longer has to choose between the security of custody and the liquidity of DeFi.
With Chainlink, it gets both.
nanook retweeted
SpaceX Blocked A U.S. And NATO Satellite to Assist a Russian Intercept After Crippling Ukraine's Air Defenses
The Math Proves the Reality that Musk doesn't want you to see.
On Oct 13-14, SpaceX restricted Starshield/Starlink during a 39-missile Russian attack, cutting Ukrainian drone intercepts by 23% and stranding U.S. personnel in Kyiv. Forty-eight hours later (Oct 15), SpaceX blocked U.S.-licensed NRO, Space Force, and NATO radar satellite ICEYE-X36 in orbit so Russia's COSMOS 2612 weapon could intercept it (99.89%-99.98% posterior)
Our Model Demonstrates that the Russian intercept of the US/NATO ICEYE X-36 satellite (contemporaneous with the throttling of Starlink) would not have been possible, and almost certainly not been attempted, without SpaceX resources. At a material opportunity cost, Russia sprinted its COSMOS satellite to intercept ICEYE X36. Based on a previous attempt in June during which X36 maneuvered to evade COSMOS, Russia knew that this would be successful only if X36 could not maneuver. On October 15, SpaceX fixed X36 in place by issuing a collision alert for a sub-kilometer approach with its Starlink 35856 when SpaceX's own data shows that the actual distance was 4.8-5.0x as great. SpaceX issued no warning to COSMOS despite the fact that its sprint was far more threatening than the stable X36 orbit. SpaceX did not maneuver its Starlink 35856 satellite to clear the supposed collision risk. How, absent coordination with SpaceX, could Russia have known that SpaceX would take actions that (a) misrepresented the danger posed by X36, and (b) resulted in the fixing of X36 thereby enabling COSMOS's successful intercept? Thus, SpaceX was directly involved in simultaneously compromising Ukraine’s defensive and offensive capabilities. The conjunction of these two events makes innocent explanations untenable.
The Pentagon Capture & Iran Round Two Trap: Pentagon CTO Emil Michael who cashed out $7M–$35M from Musk’s inner-circle SpaceX vehicles (M8/Gigafund 0.1 and M6/Valor M33 II) and KQ Partners / xAI (selling xAIfor $5M–$25M three days before taking over CDAO/OSCand 21 days before SpaceX bought xAI, while keeping M8, M6, M9, M10 & Nomadic open) and Pete Hegseth purged rival Anthropic in two hours, surrendered combat command over US drones used to attack Iran to Starlink’s "Terms of Service," and on October 2 named Musk Co-Director of Project Meridian to design the Pentagon's "Future of Warfighting" just as America enters Iran Round Twowith depleted Patriot/THAAD magazines and Russia feeding U.S. warship/aircraft locations to Tehran.
SpaceX’s actions in Ukraine raise serious questions about its alignment with US security interests and its reliability as a cornerstone of US defense. These questions are particularly troubling given the effectively irreplaceable position SpaceX has been granted by the Hegseth/Emil Michael Pentagon.
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