Personal update: A couple of weeks ago marked my last day at Stride. I'll be staying on as an advisor giving feedback on some of the new product ideas the team is working on and helping them find PMF. I'm incredibly proud of what we accomplished during my time with the team. We

Arc using Malachite for consensus 👀 Huge congrats to Ethan Buchman (🐝,🦇) and the rest of the Informal Systems 🌱 team. Massive win.

The people in charge of putting those "ripe now" stickers on avocados

If the Asia markets wake up hot in 30 mins we'll see a new ETH ATH before 6 AM ET.

The L1 vs. L2 navel gazing misses the obvious thing: every company chooses build vs. buy vs. partnership L1 = build + buy (c.f. all the talent acquisitions involved) L2 = partnership Every company involved here followed their historical behavior for build / buy / partner

😮‍💨

Can't believe we're getting permissionless CosmWasm on the Hub before GTA 6.

This is the kind of cinema that makes me miss working in interop 😂 Gigachad 4d chess move by the Wormhole folks on this one. Will be observing over the next week.

An entirely expected consequence of the Wasm on the Hub proposal is that apps need more than just Cosmwasm to be permissionless in order to deploy properly. More requests from devs for additional CosmWasm-adjacent dependencies like IBC hooks will start flooding in, and the ICL

For one day a year, people actually care about what's happening in Wyoming. Happy Jackson Hole Powell speech day for those who celebrate 🥳🎂

I took part in today's festivities. One of my favorite holidays.

Feel pretty bad for the people that got trapped in the $YZY trade while the insiders that dumped on them rotated to ETH and SOL for today's pump. Pretty sure the timing of the launch was chosen to engineer exactly that outcome.

There's a lot of Alpha in watching the hyperliquid traders that lose. Feel like i've learned more from watching what they do wrong than from watching the winners

It's possible that in 1-2 years we may look back on a permissionless HyperEVM as one of Hyperliquid's (very few) strategic errors. If they don't get their 100x app by then the image of Hyperliquid as a failed EVM chain may distract from the valuation factor that actually matters

Many, many, uncountably many such cases

Trump's announcement today