Optimistic storyteller of frontier technology. The chaotic side of @Bankless
New York, USA
Joined April 2018
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- Following2.1K
- Followers263K
- Likes60.7K
I’m canceling the
20% code in a few days and you will never see it again
Much more ZEC content ahead too. Might as well grab it ¯\_(ツ)_/¯
The Zcash story is much bigger than the $ZEC chart
Episode available now for Bankless Premium subscribers only
Get 20% off Bankless Premium with code ZILLIONS and listen right now 🔓
David Hoffman retweeted
The Zcash story is much bigger than the $ZEC chart
Episode available now for Bankless Premium subscribers only
Get 20% off Bankless Premium with code ZILLIONS and listen right now 🔓
David Hoffman retweeted
NEW EPISODE - Is Bitcoin Signaling the Next Bull Market?
Macro analyst Michael Howell returns to Bankless to unpack why $70K is a critical level for $BTC, whether the next liquidity rebound could arrive sooner than expected, and what could change his 2027 outlook.
Plus: The Fed and Treasury's new money-printing playbook, rising bond yields, risks to the AI boom, China's influence on gold, and what the next liquidity cycle means for crypto.
CHAPTERS
---
00:00 Is Bitcoin Signaling an Early Liquidity Recovery?
07:35 The $70K Bitcoin Level That Could Change Everything
11:08 What's Really Driving Treasury Yields Higher?
19:55 Michael Howell vs. Ray Dalio on the Future of Bonds
28:48 Inflation, Economic Growth, and the Liquidity Squeeze
35:02 The Four Phases of the Liquidity Cycle and What to Own
41:07 Can the AI Boom Defy the Market Cycle?
51:08 Treasury QE and the Fed's New Liquidity Playbook
1:01:06 Why China's Liquidity Could Be Driving Gold
1:06:19 Bitcoin vs. Gold as Monetary Inflation Hedges
1:11:08 How Much Could Global Liquidity Grow?
Tomorrow is Sunday
Trump needs to strike Iran by end of day or else we have a week of green before we sell off Friday at 4:01pm
Outcome: TACO
xitter.cf/firstsquawk/status/211…
David Hoffman retweeted
I think it's weird how few people are troubled by the gist of Sayed's Islamophobia defense. If you say that asking about support for the Muslim Brotherhood is an Islamophobic attack on your religion, then at some level you're suggesting -- or at least encouraging the inference -- that the MB's form of Islam defines or informs your interpretation of Islam. There are lots of Muslims that don't subscribe to the MB version and when you ask them about the Muslim Brotherhood, they don't respond by saying "how dare you attack my religion?"
Life is short.
Just bid and forget.
If you are mid to long term bullish, but derisking short term
You are expressing the opinion that you will beat the market twice in the short term
First time that you will derisk high enough and second time you will be able to buy back in low enough
That's two additional short term trades you need to nail on top of your long term view
David Hoffman retweeted
Odysseus says crypto already lived in the dark forest & now the whole internet does
"Crypto was always the dark forest, and we grew up in that environment."
"Suddenly, within a few months, now the whole internet is a dark forest"
Ft: @TrustlessState , @Bankless , @odysseas_eth
Interview with @odysseas_eth and @hrkrshnn is out
Highly encourage you to listen if you still don’t know what’s going on with the internet
NEW INTERVIEW: Black October! What Is Happening to the Internet?
Is AI turning the entire internet into a dark forest? Security experts @hrkrshnn and @odysseas_eth join @TrustlessState to unpack Black October, why AI-powered hacking is becoming cheaper and more scalable, how defenders are falling behind, and what it means for your crypto and personal data.
[TIMESTAMPS]
0:00 Intro
0:08 Black October: Cybersecurity’s New Reality
1:01 Why Cyber Incidents Are Surging
4:06 AI Makes Hacking Cheap and Scalable
6:46 The Real-World Cost of Data Breaches
11:00 AI, Personal Data, and Targeted Scams
15:32 Is Mass Data Exposure Inevitable?
18:02 What the CVE Explosion Reveals
20:50 Can AI Defenders Keep Up?
23:22 Why Crypto May Be Better Prepared
27:34 Are Crypto Assets Still Safe?
31:41 A Silver Lining After the Cyber Turbulence
34:18 Practical Security Advice for Individuals
36:05 Redundancy, Self-Custody, and Limiting Risk
38:02 Simple Steps to Protect Your Wallet
40:39 What Crypto Custodians Should Do
41:29 Security Startups and How They Can Help
Incredibly informative conversation with @hrkrshnn and @odysseas_eth
My takeaways:
- Without intervention, data on the internet becomes a free-for-all. The cost to exploit vulnerabilities to access personal data is/has dropped to 0.
- As a result, companies will do 1 of 3 things:
-- 1. Increase security spend so that defensive spend>offensive spend
-- 2. Offload data security responsibilities to 3rd party companies who do it as a service
-- 3. Simply delete the data that they don't want the responsibility of securing.
- Is crypto safe? For the most part, yes, because the economic incentive to protect crypto-assets has been very high for a long time. Coinbase/Fireblocks et are under constant barrage of attempted hackings all the time. Still, continued cyber defense investment is a MUST. Crypto is a head of the curve, but the curve is advancing anyay
- Holy f this is so bullish $VVV. So many companies will want to mimimize their data footprints while also will need to be doing AI inference. Venice sells this as a product.
- Holy f this is so bullish $ZEC. Everyone's data, financial or otherwise, will likely be stolen from the companies that store it. Privacy is so fucking in. Traceable blockchains that can be linked to exposed identities (i.e. Ledger data breach) are so out. The worst case scenario is that everyones personal info is out in the wild, and this includes all your finances and assets. Zcash hides this again. zillions
Black October! What Is Happening to the Internet? xitter.cf/i/broadcasts/1qGvveNoL…
Going live with @odysseas_eth & @hrkrshnn to talk the end of the internet!
Hop in👇
xitter.cf/i/broadcasts/1qGvveNoL…
I'm going live on @Bankless tomorrow with @odysseas_eth and @hrkrshnn to figure out WTF is going on?
How bad is this?
Is it going to get worse?
What happens next?
Is crypto safe?
Is crypto ahead of the curve?
Truly the worlds greatest questions
2pm EST on @Bankless
I said a pro-$ETH thing
> unfixible bugs in hardware exploitable by AI
yay!
I’ve heard several OAI people say there are unfixable bugs in hardware that are exploitable by AI models directly speaking machine code so even if we could solve software that’s not enough. We need defense to move faster than offense if that’s even possible we may just have a new normal that requires adapting to insecure software (bank transfers require going into a branch and taking a dna test 🤣😬)
Just got finished recording this
A 1hr40min complete masterclass on the @Zcash roadmap
@zkDragon and @ebfull are incredible. I knew a lot about Zcash already, but I underestimated the magnitude of the challenges being overcome by the zcash devs
tl;dr: zillions
