early hl trader tweeting less, writing more. check my blog for latest updates, and investments
Heavens
Joined February 2022
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Last one from me on Amanda’s story, but this part really stuck with me.
We usually treat privacy like a settings problem.
Turn this off.
Change that permission.
Don’t post too much.
But once your data is out there, you're not in control anymore.
Amanda can decide whether to post the photo.
What she can’t decide is what happens to her data afterwards.
Who stores it.
Where it leaks.
Which algos train on it.Who profiles her and ties it back to her identity later.
That’s the part people underestimate.
Privacy by default isn’t about hiding.
It’s about making a choice over the existence of a personal record, and how it's handled.
That’s why I think the way @Logos_network approaches this matters.
Amanda’s story makes it painfully obvious how normal decisions can turn into permanent records.
Worth going through it yourself:
logos.co/past-present-future…
Amanda chooses what she posts.
She can’t choose who copies, profiles, or adds it to their databases.
Clearview AI scraped billions of images from websites and social media w/o consent.
We don’t need their platforms if we have private-by-default tools.
logos.co/past-present-future…
If you still don’t really get why @theInterfold matters, listen to this.
The Ethereum Foundation hosting the discussion already tells you this isn’t some random niche topic.
They break down how you can compute on private data without exposing the data itself, and where this can actually be used.
Very good listen if you want to understand the bigger picture.
Live now: exploring how The Interfold enables shared computations on private data without exposing the underlying inputs
With @jchaskin22 and @auryn_macmillan, founder of @theInterfold
xitter.cf/i/broadcasts/1aKbdErZE…
The more I look at the privacy narrative, the less it feels like just another temporary rotation.
Almost 30% of all mined zcash:native is now sitting shielded.
That’s the part I find interesting.
Price can bring attention to a narrative, but people actually moving funds into the private side of the network tells a different story.
And now @Zcash is already thinking about post-quantum security on top of that.
Privacy went from something most of crypto ignored for years to one of the sectors actually shipping and getting used.
Curious if you guys think this is a cycle narrative or something much bigger.
For anyone who wants to verify the shielded supply numbers:
z.cash/network/
Been talking about debt and surveillance lately.
Two very different topics on the surface.
But the more I look into both, the more I come back to the same thought:
we’re born into systems we rarely question.
Debt becomes normal.
Surveillance becomes normal.
Giving up control becomes normal.
And because it’s normal, most people stop asking how much of it actually makes sense.
That’s why I think @Logos_network deserves more attention.
They’re not just building privacy tech.
They’re also opening our eyes to the systems around us.
You don’t have to agree with every point.
But we probably should question more things we’ve simply learned to accept.
We were born into these systems.
Doesn’t mean we shouldn’t ask how they work.
Pick the topic that hits closest to home for you:
Debt?
Surveillance?
Or the upcoming one: Corruption?
Go through the stories yourself:
link.logos.co/life-choices-c…
Amanda just wants to share a pic with her friends.
But she doesn’t know the platform shares it with companies she’s never heard of.
She can’t disconnect; she doesn’t want to be an outcast.
But should she have to let Big Tech know it all just to fit in?
logos.co/past-present-future…
I’ve talked about @Logos_network a few times already, mostly because of the tech.
But what I like just as much is that they’re not afraid to touch topics most projects would rather avoid.
Surveillance.
Censorship.
Debt.
The slow loss of control over our own lives.
They’re not just building privacy.
infrastructure and calling it a day.
They’re trying to show why it’s actually needed in the first place.
Their latest piece around Amanda’s Life Choices is probably one of the darker examples.
Surveillance rarely feels like surveillance when it starts.
It’s a photo.
A filter.
A like.
Another 20 minutes scrolling.
Nothing dramatic.
But every action becomes another data point.
Enough data points and suddenly a system knows what keeps your attention, what makes you insecure, what you might buy and what will make you come back.
And that’s where it starts affecting the person behind the data.
Anxiety.
Comparison.
Restlessness.
Less control over what influences you next.
Nobody needs to sit in a room watching you anymore.
We build the surveillance profile ourselves, one normal action at a time.
Amanda’s story gets pretty dark, but that’s exactly why I think it’s worth going through.
Try it yourself:
logos.co/past-present-future…
Live Amanda's story.
Make decisions and see how a life of feeds, metrics, and comparison shapes her mental health, future, and vision of herself.
“Social Media Control and Surveillance” is live.
Time to rethink the choices shaping our digital lives.
logos.co/past-present-future…
Been thinking about the @bitget hack again.
~$350M gone and the market basically didn’t care.
No panic. No real sell-off. Nothing.
And yeah, I know some people will say “who even uses Bitget?”
But come on.
We’re not talking about some exchange sitting outside the top 30 that most people have never heard of.
Bitget is currently ranked #6 among spot exchanges on @CoinMarketCap .
And yes, I know $350M isn’t one of those multi-billion dollar hacks we’ve seen before.
Still, it’s a massive amount of money disappearing from one of the larger exchanges in the market.
A few years ago something like this could’ve easily triggered panic everywhere.
This time it basically felt like:
“Bitget problem. Not a crypto problem.”
Why?
More mature market?
Less fear?
Or are we just completely numb to hacks by now?
For me, the fact that the market barely reacted says quite a lot about where we are right now.
I am bullish.
This is the part people often miss about debt.
It’s not just about what we owe today.
It’s about how much freedom future generations lose because of decisions they never made.
Every obligation pushed forward narrows the choices available later.
That’s why I like the angle @Logos_network is taking here.
It’s not just about debt as a number, it’s about how systems shape the choices people actually have.
At some point the real question becomes:
how much of tomorrow are we willing to spend today?
Each generation inherits the previous one’s obligations.
Those obligations choke tomorrow’s choices.
Inflating the debt away is attractive policy.
But we pay the cost as our savings and wages are worth less.
This is systemic. We need a new system.
logos.co/past-present-future…
As most of you probably saw, @bitget was hacked today.
Incidents like this always bring up the same question for me:
Where do you guys keep the majority of your assets?
1. Hot wallet / MetaMask
2. Hardware wallet / Ledger
3. Exchange
4. Split across all three
Curious what the split looks like here.
This is one of those pieces of tech where the price for myself almost feels secondary.
@theInterfold doesn’t just hide your vote.
With vote masking, a real vote change and a meaningless encrypted update can look the same from the outside.
So even if someone tries to bribe or pressure you, it becomes much harder to prove that you actually followed their instructions.
At the same time, the final result can still be verified without revealing individual votes.
Private vote.
Verifiable result.
No reliable receipt.
No need to blindly trust one party counting everything.
And this is where it gets even more interesting for me.
The token utility should become much clearer once the governance layer goes live, while the tech itself can go far beyond crypto governance.
Businesses, DAOs and organizations all need ways to make decisions privately without giving up verifiability.
I can see the Interfold having a lot of real-world demand here over time.
Prices can go up or down.
The need for this kind of infrastructure doesn’t.
Been thinking about this one all day.
A lot of KOLs I know shared Hsin-Ju Chuang’s post and asked the same question:
is this kind of pressure really normal in the VC world?
She had publicly written about extreme work pressure, serious health issues, fear of being blacklisted, and said she had rejected a settlement that would have required her silence. She also said she planned to release evidence from her time at Hack VC.
She was found dead on August 24, just one day after posting this. The news only became public today.
The cause of death is still under investigation.
So nobody should pretend to know more than the facts.
But reading her words now hits very differently.
No fund, title, conference or career in this industry is worth someone’s health or life.
And if people genuinely feel they can be blacklisted for trying to leave a job, that alone is something this industry should take very seriously.
Rest in peace, Hsin-Ju.
1/ gm. gm. Name is Hsin-Ju.
I have a dark, kinda tragic personal announcement.
I've decided I'd rather take $0 than accept a settlement that requires me to stay silent about what happened to me. I have since fired my lawyers at @sanfordheisler & will be releasing all the evidence from my time @hack_vc on Wed 8/26.
INTRO: I've been in crypto for 9 years. Most recently I was a partner & head of platform @hack_vc which is a $600-700M crypto VC firm. Many of you may know me from my time as Head of Growth at @StellarOrg in 2017 (worked w/ the Mt. Gox founder), @Solana in 2018 (joined under ~10 ppl, but quit before my cliff), & @Fhenix in 2024. Or have attended one of my @DystopiaLabs ETH events (2019-now).
Last year, I was forced to work through a serious medical emergency while at @Hack_VC due to threats by @alpackaP @dbulaevsky, saying that they would blacklist me from the space if I quit before finishing the hacksummit conference & side events that I was helping with during @kbwofficial. I was working 13-14hr days, 6 days a week, sleeping 0-4 hrs a night, and had documented Graves' disease, hyperthyroidism, and severe insomnia. I repeatedly asked to quit. Hack VC refused. This + other threats and intimidation went on for almost a month.
The conditions got so bad I attempted suicide.
The fucked up part is that, even after the suicide attempt, I told everyone at Hack VC (in writing) that I had no plans to sue. I was scared & extremely sick. I just wanted to leave. I told them that as long as there was no retaliation or badmouthing - I had no plans to sue.
@Hack_VC chose to retaliate.
After just 1 month after my near suicide, Hack VC mishandled my COBRA health insurance, refused to fix things, kept shooing me to customer support (when it's legally Hack VC's responsibility to fix this), and my insurance had issues and was not fixed for almost 4 MONTHS. Hack VC did not fix everything until I hired lawyers and had them force Hack VC to adhere to the law & fix my COBRA insurance issues. The sheer cruelty of an employer harming someone's health insurance almost immediately after they nearly committed suicide is extremely fucked up.
And, even during the legal engagement, Hack VC continued to lie & attempt to harm me through their lawyers and other employees/partners (multi-million dollar carry & clawbacks can make even the nicest ppl willing to turn the other way or lie). @0xRodney @IsTheBaron @roshunpatel @Alex__Botte.
Now. Almost an entire year of engagement & my near suicide anniversary coming up, our lawyers (mine & Hack VC's) have reached the point of preparing for private mediation and settlement. And...I realized that I just can't do it. I don't want money in exchange for silence. I'd rather speak.
I fired my lawyers yesterday.
In case it needs to be said, I did a good job at Hack VC. I was only there full time for 7 months; been part-time since 2021. I got a $50k raise to $300k, $30k bonus, and promises of additional carry that would have been implemented about a week or so after my last day. I was also offered admission into the GP entity (but not sure if admission was actually completed bc it was during my medical emergency). This + my resume, should show that me suing is not a money grab; I was genuinely harmed.
I'm aware that I'm just one person (who is not rich) facing a $600-700M VC institution. I've been told by @alpackaP that he's known most of the managing partners at most VC firms for almost a decade and he could absolutely blacklist me.
I'm also painful aware that the conclusion of this will probably be extremely poor for me or death - but I've accepted it.
Sharing with other web2 & web3 VCs:
@paulg @ycombinator @500STARTUPS @a16zcrypto @PanteraCapital @dragonflyvc @RaceCapital @hosseeb @haunventures @hiFramework @ElectricCapital @blockchaincap @Delphi_Digital @variantfund @1kxnetwork @archetypevc @shimacapital @robotventures, etc.
TLDR; I’m done with continued threats, pressure, and intimidation. I'm not going to take a payout and allow Alex or Hack VC to walk away from harming me. As mentioned, I'll be dropping the evidence from my case on Wed 8/26 (or before) -- privacy be damned.
Support here (or DM) please:
ETH: 0x68c10776C5c05Cbf5B4C2318bE02D61B9f06B875
SOL: B7S8TPcWWJXTsmgG8ShoTmy8sNPuJ3Dbmt7z5gLFAveq
I originally started following @Logos_network because of the tech.
Privacy at the transaction level is one thing.
Logos is trying to push it into networking, consensus, messaging and storage as well.
That’s what got me interested in the testnet in the first place.
But their recent post about debt made me think about the same idea from a completely different angle.
At first, debt and privacy sound like two separate topics.
But both come back to control.
With privacy, it’s about who gets access to your data.
With debt, it’s about how much control you really have over your financial choices.
For a lot of people, debt starts early:
university
cars
housing
basic living costs
You make the choice, but often not the terms.
That’s what I liked about Logos’ “Life’s Choices”.
You make Michael’s decisions, but the system around him still shapes what those choices actually mean.
And that’s really the bigger question behind all of this:
how much control do we actually have?
Worth going through it yourself:
logos.co/past-present-future…
In “Life’s Choices”, you make Michael’s important decisions.
On terms dictated by a system built on debt.
See how forces outside his control shape his path and let his story inspire you to reclaim agency over your own life.
logos.co/past-present-future…
Privacy is one of the strongest narratives in crypto right now.
A few years ago, the market basically wrote the whole sector off.
Now the environment looks very different:
→ more surveillance
→ more KYC
→ more financial activity moving onchain
→ more awareness that public-by-default finance comes with real trade-offs
Add @Zcash actually shipping, @Monero still doing what it has always done, and a market that loves a strong narrative.
Hype is definitely part of the move.
But privacy becoming relevant again isn’t just hype.
A few other names I’m watching around the privacy theme:
$STRK, ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3, $FOLD, $ZANO, $RAIL
Different approaches, but all sitting somewhere around the same bigger shift:
private transactions, private computation and less of our financial lives being public by default.
Am I the only one who finds it pretty pathetic to use @Zcash as a hook for some random shitcoin?
But unfortunately, that’s how a lot of people are discovering ZEC again right now: through price.
The more interesting story is that Zcash is still here.
Launched in 2016.
Multiple bear markets.
Delistings.
Years of regulatory pressure.
Still here. Still shipping.
And NU7 is one of the more meaningful upgrades in a while:
→ block time from 75s to 25s
→ Bitcoin-style issuance stays intact
→ new sustainability mechanism for long-term network security
That last part is underrated.
Most projects know how to launch.
Very few think seriously about how the network still works 10 years later.
Price gets the headlines.
Survival is the more interesting signal.
Hype comes and goes. Survival is harder to fake.
What a "green-candle-therapy" today. After a rough stretch for most portfolios, nearly everything closed green.
What I find more interesting is the dispersion underneath it.
bitcoin:native is still roughly a third below its October 2025 high.
solana:98sMhvDwXj1RQi5c5Mndm3vPe9cBqPrbLaufMXFNMh5g printed a new ATH today.
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf is trading close to the high it set last week.
The old playbook (BTC first, then ETH, then large caps, then everything else) doesn't describe this market anymore.
So the questions I keep coming back to:
→ What's driving the gap?
→ Where are the marginal buyers coming from?
→ Which moves are backed by fundamentals like revenue, buybacks or distribution, and which are just beta?
In 2024–25 I had a lot of conversations with people on the investment side of several funds about segmenting crypto not by category (L1, DeFi, AI…) but the way capital markets do: blue chips, high beta, small caps, pink sheets.
My current hunch: we're starting to see that play out. Catalysts that cut across categories seem to matter more than narratives do.
Curious what you're looking at and why. Which assets would you put in which bucket, and why? Best ideas get a deeper dive from me.
For context, the catalyst map from this week:
hyperliquid:native : stablecoin borrowing went live on Hyperliquid, Kraken's parent Payward plans to offer HIP-3 perps to US clients (pending approval), and the SEC announced its "Innovation Exemption" for tokenized-securities venues.
base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf : Venice citing a $100M+ annualized revenue run rate, plus ongoing burns and emission cuts.
Not a call. Just what's on the table.
Yesterday, in the middle of all the @arc mainnet hype, @Zcash holders voted for 25 second blocks while keeping the Bitcoin-style halving schedule.
For anyone not following it closely:
shorter blocks = faster confirmations and better UX.
keeping the halvings = no change to the predictable supply schedule.
Better UX, same predictable issuance.
And honestly, this is what governance should feel like:
holders having a real say over meaningful protocol decisions, not just voting on cosmetic proposals.
Privacy is back in focus, but seeing the network improve at the same time is what makes ZEC interesting beyond the hype.
Quite hard to miss @arc on the timeline today.
Mainnet is live.
For me, new chains are easy to ignore. Distribution isn’t.
Circle already has USDC and serious financial infrastructure behind it. With BlackRock, Visa, Mastercard, DTCC and Standard Chartered among Arc’s founding validators, plus 100+ institutional and ecosystem builders, there’s enough distribution here to pay attention.
For the next days I’m watching where the early opportunities emerge and what actually has a chance to stick, especially across Arc-native DEXs, launchpads and infra like @Arguspad, @TollyLabs, @synthra_finance and @ArcDEXScan.
Arc Mainnet is live.
Arc launches as the Economic OS for the internet: an open platform for global markets, real-time value movement, tokenized assets, and agentic economic activity.
Arc is more than a blockchain.
It launches as a full-stack financial platform with assets, applications, interoperability, developer infrastructure, and Circle platform services live from day one.
Arc delivers USDC as native gas, deterministic sub-second finality, EVM compatibility, and institutional validators.
It integrates with Arc Studio, App Kits, Arc Portal, Circle Agent Stack, CCTP, Gateway, CPN, and StableFX.
A complete economic platform at genesis.
Arc launches with infrastructure for:
→ Agentic economic workflows
→ Lending and borrowing
→ Trading and liquidity
→ Onchain FX
→ Payments and settlement
→ Tokenized assets
→ Exchanges, wallets, custody, compliance, data, and developer tooling
190+ institutional and ecosystem builders are building across Arc.
