🚨 Breaking news: @GoogleCloud is integrating Self's proof-of-humanity ZKPs to bring new use cases powering AI adoption & Web3 innovation for human users 🧵 Read more about how Google Cloud & Self are ushering in the era of data privacy ↓

This has #zkTLS and Opacity Network written all over it 🚀 coindesk.com/policy/2025/07…

There’s a strong argument that Bitmine BMNR is trading at a 1x NAV multiple TODAY. Thomas (Tom) Lee (not drummer) FSInsight.com just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any

Per the WSJ, companies have raised $86B to buy #BTC and other crypto tokens since the start of 2025 - more than double what was raised in U.S. IPOs. Crypto is no longer a niche. Every Wall Street firm is paying attention and working on a strategy.

All property becomes cryptography. Let me explain why. (1) First, right now, trillions of dollars worth of digital gold is secured onchain. Bitcoin is now valued everywhere there is an internet connection. And no matter what political faction you're in, everyone agrees on the

1/ What could $BMNR be worth? Here’s a few hypothetical scenarios to think about the value of the largest and fastest growing Ethereum ($ETH) Treasury company, Bitmine BMNR

Opacity Network is one of the most exciting projects in crypto for unlocking real world apps and its great to see them expanding across chain to Solana and building on Jito to reach more users and dApps

The Goldman x BNY Mellon tokenization effort is more significant than it first looked. Per JPMorgan analysts, the fund families participating represent 46% of the taxable money market fund industry. That’s a serious push. shorturl.at/ZYkxS

More from our partner David Grider cointelegraph.com/news/bitmine-s…

As EigenDA launches v2 with increase from 15MB/s to 100MB/s throughput, I want to dive deep into how EigenDA achieves this compared to v1. In v1 (original EigenDA): • When L2's sequencer sends a block to EigenDA, the disperser (within EigenDA) erasure codes blob into chunks

95% of the internet runs on TLS locking data in walled gardens which extract value at the users' expense Opacity Network + zkTLS empowers private data portability, unlocking massive value for new user aligned apps And now, that value accrues natively on Solana with Jito

It's a real pleasure to be backed by Finality Capital Partners. They’ve believed in our team and what we’re building since the very first conversation. STEM

If the US *actually* wants to be the Crypto capital of the world they would abolish capital gains tax on Crypto. Otherwise people will continue doing business in crypto tax-free jurisdictions like Singapore, Dubai, etc. for obvious reasons.

1/ Excited about Project Crypto, just announced by the SEC. shorturl.at/9dgcz Yes, this is just a statement of intent - the devil will be in the details - but it’s massively bullish for innovation and the onchain economy 🚀 Here are my key takeaways 🧵

Now that ETH price is up does that mean ETH doesn’t have a value accrual problem anymore?

I have three kids that bug me to buy them shit when they see an ad that resonates with them. I hope that AI agents never are able to suggest things for me to buy, let alone buy them for me based on what they think I want!

Off chain execution. On chain verification.

Want to know our thoughts on AI? We shared some of our ongoing thoughts here:

Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️ Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 + verifiable data 📊. Let me explain why 🧵

People ask me about the impact of the GENIUS act. This is it. Banking deregulation on steroids. Fintech unbundled banks. Blockchain will create a new bundle.