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Feb 18
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LONG
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Charles Hoskinson
CEO and Founder of Input Output (Cardano)
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Charles argues that to solve the "insider trading" accusation in prediction markets without destroying privacy, we need "sophisticated selective disclosure tools" using Zero-Knowledge proofs (proving you are accredited/not an insider without revealing your name). As prediction markets attract regulatory heat (SEC/CFTC), the only survival mechanism is "Compliant Privacy." Layer 1s and protocols that have integrated ZK-identity solutions (which Cardano/IOG is building with partners like ZKME) will become the required infrastructure for legal prediction markets. Long ADA and Privacy Infrastructure as a "picks and shovels" play on regulated prediction markets. Regulators may reject ZK proofs and demand full KYC/doxxing, rendering "selective disclosure" tech less valuable. |
CoinDesk
Charles Hoskinson and Ding X on Predict.Fun, ...
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Feb 18
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LONG
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Katherine Wu
Host / Starkware
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Physical attacks on crypto holders (kidnappings, home invasions) have risen 75% year-over-year. Criminals are using public ledger data to target individuals in the real world. The transparency of public blockchains, once a feature, is becoming a physical liability for high-net-worth individuals. This creates a non-speculative, safety-driven demand for privacy technologies (specifically Zero-Knowledge Proofs) that allow value transfer without exposing net worth to local criminals. Long Privacy Infrastructure and ZK-rollups (like Starknet) as they transition from "regulatory evasion tools" to "personal safety necessities." Regulatory bodies may conflate personal privacy tools with money laundering facilitation despite the safety argument. |
Unchained (Chopping Block)
Crypto Power, Political Pressure, and Real-Wo...
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Feb 18
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LONG
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Thread Guy
Crypto influencer, independent
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The speaker emphasizes that "you don't know if the tweet was written by the person... or if the person you're talking to is alive." As the "Dead Internet Theory" becomes reality and AI impersonation becomes perfect, the premium on *verifying* human identity and authenticating content provenance skyrockets. Technologies that prove "personhood" or secure digital identity become the only defense against AI noise. Long the infrastructure required to solve the problem of digital trust that Meta is exacerbating. Adoption of privacy/verification tech lags behind the spread of AI fakes. |
Thread Guy
AI is Replacing Dead People & Nobody is Notic...
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Feb 13
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LONG
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Peter Van Valkenburgh
Research Director, Coin Center
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Peter argues that "truly neutral, non-discretionary infrastructure" should be treated like publishing a book. The Blockchain Regulatory Certainty Act (BRCA) aims to codify that if you don't have "control" of funds, you are not a money transmitter. If the BRCA passes or influences judicial precedent (like the Tornado Cash defense), protocols that are immutable and non-custodial gain a massive legal advantage over "managed" protocols. They become un-bannable "speech" rather than regulated financial services. Long "True" DeFi (immutable protocols) and Privacy Infrastructure that fits the "publisher" definition. Courts may reject the First Amendment argument; the definition of "Control" remains vague. |
Unchained (Chopping Block)
Why Regulatory Clarity for Developers Will De...
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Feb 04
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LONG
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Azeem Khan
Co-founder of Miden
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Khan states that institutions (JPM, Morgan Stanley, Goldman) are interested in blockchain but require "risk mitigation." They cannot use transparent ledgers where their trades are front-run, nor can they use sanctioned mixers. The "Cypherpunk" ethos of total anarchy is incompatible with global finance. The winners will be protocols that offer "Compliant Privacy"—using Zero Knowledge proofs to verify identity (KYC) without revealing transaction data. This bridges the gap between the $50M+ crypto treasuries currently sitting in off-chain T-Bills and on-chain yield. Long the infrastructure layer building ZK-identity and private DeFi (Dark Pools) rather than privacy currencies. Regulators may blanket-ban all privacy tech, failing to distinguish between "compliant" ZK proofs and illicit mixers. |
The Block
Is crypto still cypherpunk? With Miden co-fou...
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