If we are really embarking on a new era of internet capital markets, the whole notion of exit liquidity needs to be reframed. In crypto being exit liquidity = bad. And perhaps that is sometimes the case given some of the characters in the space. But in traditional markets, exit liquidity is more around giving a more mature investor the opportunity to achieve their specific risk-adjusted returns goals. On a specific investment, a 2x to a VC over 5 years isn't particularly helpful. But to a pension fund, it's excellent. Part of this is due to the notion that later stage investors are able to finance more mature investments with leverage. They can also objectively unlock new channels of value (e.g. M&A). What attracted me to TradFi initially was how companies used financial engineering to meet cash flow goals. As crypto matures, I’m excited to see the rise of a new capital structure, one that bridges innovation and institutional alignment.

Is there a git-like interface for interacting with LLMs? So much time spent updating, verifying, or reminding of context A version mgmt tool for prompt state would be a game changer for recurring usage

weekend hopium: latest BofA survey clocked asset manager bearish sentiment at highest level in 25 years... and bitcoin is $85k

even the crashes are manufactured these days

Circle IPO is massive. First on-chain crypto project not tied to bitcoin that will be publicly traded. Several more will be close behind later this year. Big win for Ethereum and Solana bulls. Also more evidence for the US being the winner of crypto globally due to its unrivaled capital markets.

when using cursor for anything db related, make sure to religiously create backups, it's happened twice now that cursor just arbitrarily changed schema and all data was lost

Extremely sad the number of tragedies that have happened in Beirut. Favorite city I've ever visited.

NEW IVYNET FEATURE ALERT: ALERTS! 🚨 Receive instant notifications across your restaking deployments via Telegram, Email or Pager Duty for: - Node/System performance - Project-specific compliance - TLDR infra ops actions Plus, get notifications on general ecosystem activity, including: - New AVS launches - Project updates - Active set inclusion

The upgrade process will soon be automated across all Ethereum clients.

love to see it on the ivynet interface

unified metrics is the new unified liquidity

Loving the renewed industry-wide focus on enterprise adoption What enterprises need (and will pay for): - SLAs and uptime guarantees - Compliance and regulatory reporting - User-based org roles and permissions - Support for diverse infra and security setups Not the most glamorous features, but essential for adoption

Insights -> Automation -> Intelligence

tuesdays are for front end and uat

All 4,000+ banks in the US will run nodes. Most will issue stablecoins. The top 250 will tokenize a flood of private market assets, yield-generating instruments, and greenfield opportunities. Onchain finance will erupt into the stratosphere.

there is nothing more energizing than positive user feedback

Look forward to this hang tonight! Will be in NYC for rest of week, let me know if anyone wants to grab a coffee.

rapid adoption of kubernetes in crypto is cutting infra ops costs for operators and pushing the industry toward deployment standardization the net result is less time on 'why doesn’t this work' and more time on 'how do we optimize'

the best part about denver is the breakfast burritos