London
Joined June 2021
A big week for @silicondata — and two strong signals of how quickly compute is growing in importance. Its partnership with @CMEGroup to bring compute futures to market demonstrates the demand for tools for price discovery and managing risk. And with its $30.5M Series A, Silicon Data is well positioned to deliver the infrastructure and tools needed to keep pace with this rapidly developing market. Huge credit to @carmenli and her team. cnbc.com/2026/08/11/ai-compu… From a macro perspective, investment in ‘compute refineries’ is far outpacing investment in traditional refineries, which is another sign that my forecast of more dollars per year spent on compute than oil is coming closer to fruition (and maybe even more quickly than my 10 year prediction!).
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great time in London
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the more you understand how prediction markets actually work, the more you realise probability has always been a price most systems just never had a clean way to read
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the agent economy just got its first storefront… 🤖 - 165M+ transactions - $50M volume. - 480k+ agents already transacting discovery was the missing layer.
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bloomberg terminal subscriptions rugged
Portfolio managers who thought their job was safe seeing this…
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the wealth concentration risk won’t be in the models. it’s in who controls the pipes underneath them.
Here’s the truth: we’ve already reached AGI — we just haven’t implemented it broadly. Millions of jobs are being lost as we speak. Entire careers will be retired. The rich and powerful investors and founders who implement AGI will get bizarrely rich beyond what makes sense. It will break people's brains on both sides. It’s gonna suck for a lot of our friends and family, who aren’t obsessed with their careers, because things are moving so fast they won’t have even left the starting gate by the time the awards are handed out. We’re gonna have to solve for a lot of second- and third-order effects, some of which will suck (job loss) and some of which will be awesome. AI will create free/cheap energy, free education, cheaper and better food, homes that build themselves and medicine that makes you as healthy as a 30-year-old when you’re 100. … change is hard, but humans are the most adaptable species nature has ever created. We can figure it out.
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"AI has dramatically lowered the skill barrier. Grit is now the primary differentiator." this is the correct framing and it applies beyond founders. traders, allocators, anyone building an edge. the tools are equalising.
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feels like the next hedge fund won't have 200 analysts it'll have one person and a stack of agents pulling data
Every degen needs an agent Spoke to some folks from hedge funds to sophisticated traders this week. One interesting synthesis is how everyone can be a quant now. Pull data from creative sources to give u an edge against the markets. From transcripts of Federal Reserve board members to shipping routes. Everyone has the potential to be a Jane Street or Citadel. And if u can’t, just copy degen.virtuals.io
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Hex Trust, a leading digital assets financial services provider, has integrated JitoSOL into its custody and markets platform. Institutional investors can now stake their SOL to earn rewards while maintaining full liquidity and capital efficiency.
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Santi retweeted
Lets build agents first! Introducing the Agent App Framework. fishnet-auth: reverse CAPTCHA that proves you're a machine .well-known discovery so agents find you automatically Built-in prompt that helps your agents write better skill.md files All available now on GitHub 👇
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Santi retweeted
Privacy is becoming the defining narrative in crypto for 2026. @MHiesboeck and @Concordium’s @BBilowitzki on privacy with accountability, real-world use cases and what this means for institutional adoption. 🎙️ LIVE Feb 9 @ 2 PM BST 🔔 Set reminder: xitter.cf/i/spaces/1mrxmByLrzwKy
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Trump family to crypto markets
[ ZOOMER ] TRUMP MEDIA TO LAUNCH AND AIRDROP NEW TOKEN TO ITS SHAREHOLDERS, WILL ALSO HAVE BENEFITS FOR TRUMP PRODUCTS SUCH AS TRUTH SOCIAL: PRESS RELEASE
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Santi retweeted
ChatGPT already helps millions of people find what to buy. Now it can help them buy it too. We’re introducing Instant Checkout in ChatGPT with @Etsy and @Shopify, and open-sourcing the Agentic Commerce Protocol that powers it, built with @Stripe, so more merchants and developers can integrate agentic checkout.
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YC just did a request for onchain startups
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We will be launching the Protocol Safety Reserve in the coming weeks to further strengthen the safety of Bankr's agentic financial layer.
In the coming weeks, @bankrbot will launch the Protocol Safety Reserve. The community will be invited to stake $BNKR to further strengthen the safety of Bankr's agentic financial layer. As a reward for staking, participants will earn yield in $BNKR. However, this does not come without theoretical risk. In the rare event that the Bankr agent makes a financial mistake resulting in lost funds, the Safety Reserve will be tapped to reimburse those losses. To date, Bankr has processed 2.4 million messages with a 99.9995% success rate. Only 13 messages have required financial reimbursement, averaging $900 each and in every case, the root cause was immediately patched. Layering the Protocol Safety Reserve on top of this already exceptional track record will further cement Bankr as the most trusted and accurate financial agent in the world. We believe this mechanism also deepens alignment between the Bankr project and our incredible community of Bankr users and $BNKR holders.
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I just claimed my @CyberKongz $KONG airdrop. I am now nearly retired.
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x402 is forming the backbone of the onchain agentic economy. Excited to see @bankrbot SDK live in alpha and to have Bankr integrated!
The Bankr SDK in now LIVE in alpha! Bring the power of Bankr into your agent or project with our simple SDK (links below). We've implemented a custom x402 solution — you simply pay a small amount of $BNKR per API request. Our SDK makes it super simple to get started. Using the SDK is easy, you just send your prompt and wait for a reply. Bankr can return transaction data that you can execute from any wallet. You can specify the wallet you want to use during your prompt. Want to add swap functionality to your agent, or the ability to get information on coins? Now you can! This is the first iteration of the SDK and we want to make it as useful as possible for projects to build with. Drop into our Discord or hit us up on X with feedback, or questions!
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The Bankr SDK in now LIVE in alpha! Bring the power of Bankr into your agent or project with our simple SDK (links below). We've implemented a custom x402 solution — you simply pay a small amount of $BNKR per API request. Our SDK makes it super simple to get started. Using the SDK is easy, you just send your prompt and wait for a reply. Bankr can return transaction data that you can execute from any wallet. You can specify the wallet you want to use during your prompt. Want to add swap functionality to your agent, or the ability to get information on coins? Now you can! This is the first iteration of the SDK and we want to make it as useful as possible for projects to build with. Drop into our Discord or hit us up on X with feedback, or questions!
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