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Looking through emails I stumbled on this article I was quoted in back in 2000 about "digital currency" and @chaumdotcom . I'd forgotten about it, but I guess it gives me OG status in crypto... thefreelibrary.com/Digital+C… #cryptotwitter #crypto #DigitalCurrency $BTC
c0git0x retweeted
The @coinbase CEO listed 8 things the financial system "still needs."
3 are real. The other 5 are his roadmap and his lobbying agenda wearing a diagnosis as a costume.
Which is which: open.substack.com/pub/thecal…
c0git0x retweeted
> @coinbase grew headcount 31% in 2025. Operating expenses up 35%. Then crypto prices dropped and Q4 net revenue fell to its lowest point in a year. The AI pivot is real. So is the overhiring correction. The numbers don't pick sides.open.substack.com/pub/thecal…
c0git0x retweeted
Berkeley/Rockridge residents: @nabeel and I are opening a board game social club by Star Market called Tabletop Library this fall.
If you're interested in joining: tabletoplibrary.com @BerkeleyTTL
This has been a great side project for experimenting with AI - we talked about that on the How I AI podcast this week: youtube.com/watch?v=HuLL6wOE…
c0git0x retweeted
Crypto has execution. It has custody. It does not have identity as a primitive, and without identity there is no control worth the name.
Latest of four pieces on why the account layer is the thing holding the whole industry back. open.substack.com/pub/thecal…
c0git0x retweeted
News broke that @DoorDash is building rails to pay 8 million Dashers in stablecoins.
A massive payroll decision affecting dasher in 40+ countries.
This is the on-ramp crypto has been trying to build for 15 years, through the back door.
Full breakdown: open.substack.com/pub/thecal… @tempo @stripe @paradigm
Being burglarized got me thinking... #cryptotwitter
Crypto has execution. It has custody.
It does not have control.
If a transaction can be signed, it executes.
No context. No evaluation. No second layer.
That model doesn’t survive at scale.
New piece on what’s missing ↓
open.substack.com/pub/thecal…
c0git0x retweeted
New research with @Visa: "Beyond Dollarization"
Everyone tracks USD stablecoin supply at $300B. Almost nobody is tracking what's happening in local currencies.
We partnered with Visa to go deeper:
→ Non-USD stablecoin supply grew 3x (outpacing overall stablecoins supply)
→ Holder addresses: 40K → 1.2M (30x)
→ Transfer volume: $600M → $10B/mo (16x)
→ ~80% is payments and treasury flows, not DeFi
→ Weekend drops that mirror payroll cycles
This was a fun one. Most importantly looked at what they all missed...
Five major #stablecoin reports dropped: @Wharton, @MIT, @Cambridge_Uni, @moodysratings, @IMFNews.
> Individually: fragmented perspectives
> Together: a clear signal about where this market is going
We broke down convergence/divergence + what they miss open.substack.com/pub/thecal…
c0git0x retweeted
Most 2026 crypto outlooks say different things.
They actually agree on one: Crypto is becoming part of the financial system, not an alternative to it.
Stablecoins = money
Tokenized assets = yield
Blockchains = settlement
Distribution = power
open.substack.com/pub/thecal… $USDC @circle $USDT @tether #cryptotwitter
c0git0x retweeted
"Shadow currencies do not replace fiat through policy. They replace it through usage."
open.substack.com/pub/thecal…
c0git0x retweeted
The @SECGov + @CFTC just made its position clear:
Stablecoins = money → favored
Stablecoins + yield → problem
Crypto isn’t being rejected. It’s being sorted.
If you look like infrastructure, you survive.
If you look like a financial product, you get regulated like one. open.substack.com/pub/thecal…
c0git0x retweeted
Goldman said the fears of an imminent AI jobs apocalypse are "excessive." But when Jack Dorsey laid off nearly half Block's staff, he cited AI as the reason. Read the deep dive by my colleagues: bloomberg.com/news/articles/…
c0git0x retweeted
0/ ERC-8004, the standard for universal AI agent identity, reputation, and verification, is now live on Ethereum Mainnet.
With the ERC-8004 standard, AI agents are accountable economic actors.
Here are 5 unlocks that ERC-8004 gives to builders, and how to integrate today.
c0git0x retweeted
While we are still reading the full bill, the DEF team wants to thank the @SenateAgGop Committee and its staff for including robust developer protections in Section 207. These provisions protect noncustodial software developers and infrastructure providers from improper regulatory treatment under the CEA. We look forward to continued constructive conversations.
c0git0x retweeted
Introducing our new crosschain forwarding service: a fully managed way to automate destination-chain execution for developers
Now available for CCTP on testnet, the forwarding service:
→ Automates the final mile of crosschain transactions
→ Reduces end-to-end speed, operational costs, and third-party risk
→ Improves both developer and user experience
Our forwarding service is part of a broader effort to simplify crosschain app development with the Circle interop stack. More to come.
Try it now: developers.circle.com/cctp/c…
Learn more: circle.com/blog/introducing-…
