Founder @halo__xyz @halo__labs | opinions are my own, not an offer for investment advisory services
NY / London
Joined March 2020
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Getting there step by step
#20 is decent & not bad for a 6 man band
NoVig has Sydney Sweeny
Underdog has hawk tuah
@thetailgateapp got grit and a team that ships
Daniel retweeted
This is Zcash Founder btw Zooko Wilcox-O'Hearn
Satoshi Nakamoto literally cites Zooko's blog on decentrailzed money on Bitcoin's first webpage
Satoshi was looking for a way of zero-knowledge-proofs and this is exactly what zcash:native solves!
ZEC going from $0 to $17bn in less than a decade is important, because Zcash is important for society. A civilization requires three coordination primitives to survive and prosper: communication, computation, and money. Zcash is money. Money for an infinite civilization.
ALT https://www.coingecko.com/en/coins/zcash?chart=type%3Dmarket_cap%26mode%3Dline%26timeframe%3Dmax
Daniel retweeted
A regret of mine is not being old enough at Bitcoin’s inception in 2009 (I was 9) to be a proponent in the biggest revolution in money for 6,000 years since Gold became adopted as a SOV in ancient Egypt.
I will seize that opportunity with @Zcash
Zcash is the greatest revolution in money since Bitcoin. We live in an increasingly surveilled world uncovered by advancing frontier models probabilistically determining who you are, where you are and how much you own.
Public blockchains, by nature of broadcasting transactions to the network, have been inherently flawed since their inception. Our own, Satoshi, recognised this and hypothesised an encrypted future.
We are in the throes of the greatest monetary revolution in history, with digitally hard encrypted money replacing surveilled fiat money in an ever-Orwellian world.
Privacy is a fundamental human right, and artificial intelligence is jolting human intelligence into realising it.
Be a part of human history.
Stay encrypted.
zcash:native
Daniel retweeted
ANOTHER GAJILLION DOLLARS FOR AI INFRASTRUCTURE
BREAKING: A consortium of Private Equity firms are putting together a deal to lend Nvidia $500B
Apollo, Blackstone, Blackrock, Brookfield, Goldman and KKR are involved, in what is arguably is the largest financing deal ever on Wall Street.
Daniel retweeted
In the dying breaths of this cycle it doesn't so much matter what $ZEC goes to in $USD terms from here; enough good work has already been done there. It does matter, however, at the next bottom where $ZECBTC & $ZECUSD consolidates. Over the last couple months, the work it's done in $ZECBTC terms is most notable to me.
Put another way, this late cycle price action from $ZEC is not all that unique in $USD terms, but it is unique in $BTC terms. At the same time, you have to always respect that, for now, $BTC sets the entire mood of the cryptoasset market on a medium-to-long term time frame. You can escape $BTC's mood-setting for a time, but likely not for long.
Before new-age trolls claim something about me and $ZEC that's untrue, I've been watching, learning & supporting this one since launch in 2016, you can check the X receipts.
Daniel retweeted
there is no defensible reason to continue with token/equity splits like this in 2026
VVV and Capital
Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics.
Today, we announced Venice’s first round of outside capital, a $65m Series A led by @dragonflyvc, valuing Venice’s equity at $1 billion.
Since we are an atypical company, this thread describes how this equity raise relates to the most valuable asset we have on our balance sheet, our capital token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
Shoutout @JosephA140
One KEY HIRE can make all the difference in the world.
Seeing how @DefiLlama evolved since they hired @patfscott has been a blast.
Daniel retweeted
30%+ of hyperliquid users now come from frontends other than the main app
this is the most bullish hl chart
(and its still growing btw)
Daniel retweeted
NEW: malware developers added nuclear & biological weapons text to to their spyware.
Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner.
Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky.
When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit.
We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted.
In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation.
H/T to colleagues that shared this with me socket.dev/blog/mini-shai-hu…
Daniel retweeted
1/6 @Mastercard just launched Agent Pay for Machines. New infrastructure built for AI agents to transact with each other, autonomously, at machine speed.
@Nevermined_ai is part of it 🧵
Spot on . Still long
There's a lot of confusion about the recently patched Zcash bug. Here's how to actually understand it.
If the bug had been exploited before the patch (very unlikely it was), it would have looked like the shielded pool getting drained. Whoever minted the counterfeit shielded ZEC would want to sell fast, before anyone else found the same bug. And remember, the market for ZEC is almost entirely transparent ZEC, not shielded. You can't dump freshly minted shielded ZEC on Binance or Coinbase without unshielding it first.
The losers in that scenario are shielded holders who sit still. The transparent portion of Zcash is fully visible, so it's trivial to enforce that transparent ZEC never exceeds max supply. If you try to unshield more than the cap, you'll get stopped at the door.
So if you hold transparent ZEC (anyone trading, on an exchange, or doing price discovery on ZEC) there's no marginal effect on you. The loss falls entirely on shielded holders.
The team's next step is a new turnstile and a fresh shielded pool in the coming upgrade, which will confirm the shielded pool was not inflated. Think of it as taking headcount at the end of the field trip--that will make sure no extra kids snuck onto the bus.
But while AI found this bug, AI will also deliver the fix for the whole category: formal verification. I'm very bullish on this as the path to harden all software across the industry. Formally verified cryptography can't have implementation bugs by construction.
Right now AI is surfacing vulnerabilities across all our software--browsers, OSes, and blockchains are no exception. We're in the awkward adolescence where every wart is getting magnified and put on full display. But formally verified software is the only path forward for mission-critical software, and Zcash has put it front and center on their roadmap to deliver.
Privacy is too important not to.
(Dragonfly holds $ZEC and continues to. I'm personally an investor in ZODL.)
