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David Hoffman

@TrustlessState • 262,564 subscribers

Optimistic storyteller of frontier technology. The chaotic side of @Bankless

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It’s 3:30pm and the people cheering outnumber the remaining runners by about 1000:1 The NYC Marathon is about the supporters as much as it is the runners

It’s 3:30pm and the people cheering outnumber the remaining runners by about 1000:1 The NYC Marathon is about the supporters as much as it is the runners

22,796 просмотров

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Venice started October at 250 Billion Tokens/Day It ended October over 1 Trillion Tokens/Day On the Oct $VVV call, I asked Jon Venice: "What was the catalyst? Where did 4x growth in a month come from?" His answer: "We made a change that made Venice 10x better"👇

Venice started October at 250 Billion Tokens/Day It ended October over 1 Trillion Tokens/Day On the Oct $VVV call, I asked Jon Venice: "What was the catalyst? Where did 4x growth in a month come from?" His answer: "We made a change that made Venice 10x better"👇

17,580 просмотров • 4 дней назад

Alts are ripping and ALT/BTC still hasn't taken out its summer high @benjamincowensays its because of the Fed? 👀

Alts are ripping and ALT/BTC still hasn't taken out its summer high @benjamincowensays its because of the Fed? 👀

94,147 просмотров • 1 месяц назад

Arthur Hayes thinks the AI bubble will lead to a Credit Event worse than 2008 "If we do get an AI credit event... it will be bigger than 2008.... and the Fed can't outprint Moore's Law If this thesis is correct, and you time this well... you'll never work again So what's the first response by the authorities to save the Banks? They're going to shovel money in... And all investor capital will rotate to Crypto"

Arthur Hayes thinks the AI bubble will lead to a Credit Event worse than 2008 "If we do get an AI credit event... it will be bigger than 2008.... and the Fed can't outprint Moore's Law If this thesis is correct, and you time this well... you'll never work again So what's the first response by the authorities to save the Banks? They're going to shovel money in... And all investor capital will rotate to Crypto"

285,656 просмотров • 4 месяцев назад

A question from the $VVV telegram: What role does NEAR Protocol play in Venice's product? NEAR AI is one of Venice's providers for "nuclear-level privacy" for AI inference Jon Venice: "this is a smaller part of Venice overall inference, but it's really important and critical to our offering"

A question from the $VVV telegram: What role does NEAR Protocol play in Venice's product? NEAR AI is one of Venice's providers for "nuclear-level privacy" for AI inference Jon Venice: "this is a smaller part of Venice overall inference, but it's really important and critical to our offering"

35,675 просмотров • 22 дней назад

Did you know Venice is building out its own data center? Venice is vertically integrating, to reduce token costs and increase its margins. From the last $VVV call with Jon Venice: "[we are] building out this initial data center and then looking even at multiple potential for additional data centers after that. I believe that the first data center is supposed to come online hopefully before the end of October [or early November] there might be a world where we decide that, you know, our margins are good enough that we can increase the amount [of $VVV burn]"

Did you know Venice is building out its own data center? Venice is vertically integrating, to reduce token costs and increase its margins. From the last $VVV call with Jon Venice: "[we are] building out this initial data center and then looking even at multiple potential for additional data centers after that. I believe that the first data center is supposed to come online hopefully before the end of October [or early November] there might be a world where we decide that, you know, our margins are good enough that we can increase the amount [of $VVV burn]"

32,027 просмотров • 23 дней назад

Iran, Unchained w/ Ameen Soleimani and @_Injaneb96. Some will object to using Bankless to cover a subject far outside crypto. I’ve reflected on this - this is an issue where I cannot stay silent. I consider this a personal moral obligation, and I’m ready to own the consequences. Over the past week, I used rhetoric that blurred radical Islamist ideology with Islam more broadly, for which I apologize. For most Muslims, the crimes of the Iranian regime are as foreign and horrifying as they are to anyone else. ====== Now, onto the content: The Islamic Republic has killed an estimated 30k–60k Iranians - one of the fastest state-run mass killings in modern history. But we will never know the true number, since the Regime is actively working to cover it up This regime survives on ignorance of its brutality I produced this episode with Jojobet 2026 Adresi and Ameen Soleimani in order to educate on how the Islamic Regime of Iran retains and expands its power Regime change in Iran would be the single greatest improvement for humanity Watch this to learn why:

Iran, Unchained w/ Ameen Soleimani and @_Injaneb96. Some will object to using Bankless to cover a subject far outside crypto. I’ve reflected on this - this is an issue where I cannot stay silent. I consider this a personal moral obligation, and I’m ready to own the consequences. Over the past week, I used rhetoric that blurred radical Islamist ideology with Islam more broadly, for which I apologize. For most Muslims, the crimes of the Iranian regime are as foreign and horrifying as they are to anyone else. ====== Now, onto the content: The Islamic Republic has killed an estimated 30k–60k Iranians - one of the fastest state-run mass killings in modern history. But we will never know the true number, since the Regime is actively working to cover it up This regime survives on ignorance of its brutality I produced this episode with Jojobet 2026 Adresi and Ameen Soleimani in order to educate on how the Islamic Regime of Iran retains and expands its power Regime change in Iran would be the single greatest improvement for humanity Watch this to learn why:

208,984 просмотров • 9 месяцев назад

Jon says the Venice daily token chart is the best chart in crypto, and I can see why. - Token demand is the foundation of AI - Venice's daily token demand growth is accelerating - $VVV is the only asset in crypto that provides exposure to AI token demand The entire AI boom rides on the back of increasing demand for tokens. So long as this curve is accelerating up, I remain irrationally bullish on $VVV

Jon says the Venice daily token chart is the best chart in crypto, and I can see why. - Token demand is the foundation of AI - Venice's daily token demand growth is accelerating - $VVV is the only asset in crypto that provides exposure to AI token demand The entire AI boom rides on the back of increasing demand for tokens. So long as this curve is accelerating up, I remain irrationally bullish on $VVV

34,647 просмотров • 1 месяц назад

There's been a resurgence of coins that I'm labeling '2017-era Bitcoin clones' $PRL +30% this week, $4.2b FDV $QTC + 300% this month, $1.8b @ 21m supply Kind of interesting that 21m hardcapped supply tokens are commanding multi-billion dollar vals

There's been a resurgence of coins that I'm labeling '2017-era Bitcoin clones' $PRL +30% this week, $4.2b FDV $QTC + 300% this month, $1.8b @ 21m supply Kind of interesting that 21m hardcapped supply tokens are commanding multi-billion dollar vals

15,054 просмотров • 14 дней назад

This episode made me pretty bullish $LIT The regulated US perps market is a $+100b market, and Lighter is pursing the regulatory licenses required to access it The $LIT token is issued out of a Delaware C-Corp Everything about Lighter is a green flag for US regulators Episode out for Premium Subscribers!

This episode made me pretty bullish $LIT The regulated US perps market is a $+100b market, and Lighter is pursing the regulatory licenses required to access it The $LIT token is issued out of a Delaware C-Corp Everything about Lighter is a green flag for US regulators Episode out for Premium Subscribers!

83,879 просмотров • 5 месяцев назад

When will Robinhood integrate perps into the main Robinhood app? Johann Kerbrat: "If we get the right regulatory structure, we will absolutely have perps." "You can already do [full-featured perps] with our Lighter integration, on Robinhood Wallet..." imo as soon as Lighter gets its license, you'll see perps in Robinhood quickly thereafter.

When will Robinhood integrate perps into the main Robinhood app? Johann Kerbrat: "If we get the right regulatory structure, we will absolutely have perps." "You can already do [full-featured perps] with our Lighter integration, on Robinhood Wallet..." imo as soon as Lighter gets its license, you'll see perps in Robinhood quickly thereafter.

24,760 просмотров • 1 месяц назад

The more I learn about Venice, the more I like its position in the AI market. The frontier labs spend billions training models. Venice just serves those models to users, (privately) Since Venice isn't in the training arms race, its more aligned with its users - No pressure to harvest users to feed the next model - Its incentives line up with yours, not against you - Better margins, because OAI/Anthro paid the R&D costs The labs race to the bottom. Venice resells their product with a margin. Jon Venice and I discussed this in the Sept VVV call:

The more I learn about Venice, the more I like its position in the AI market. The frontier labs spend billions training models. Venice just serves those models to users, (privately) Since Venice isn't in the training arms race, its more aligned with its users - No pressure to harvest users to feed the next model - Its incentives line up with yours, not against you - Better margins, because OAI/Anthro paid the R&D costs The labs race to the bottom. Venice resells their product with a margin. Jon Venice and I discussed this in the Sept VVV call:

14,819 просмотров • 1 месяц назад

I’m actually not pivoting into some Alt-L1 ecosystem I’m pivoting into fitness content

I’m actually not pivoting into some Alt-L1 ecosystem I’m pivoting into fitness content

55,481 просмотров • 5 месяцев назад

Torre Norte in Torres Del Paine ✅ 500m, ~10 pitches, 5.11a crux Incredibly cold but the views are overwhelming

Torre Norte in Torres Del Paine ✅ 500m, ~10 pitches, 5.11a crux Incredibly cold but the views are overwhelming

76,162 просмотров • 1 год назад

The main value of staking $VVV is transferring from $VVV yield, to actual, real utility in the Venice ecosystem. As $VVV yield drops to low single digit APY, the Venice team is adding additional incentives to stake VVV - Increased $DIEM supply target - Venice Pro for free, for life Jon Venice: "one of the core metrics I think as a VVV holder you should be looking at is like how much DIEM can I actually mint? How much inference can I get kind of per VVV?" Yields come down as utility expands makes sense to me 👍

The main value of staking $VVV is transferring from $VVV yield, to actual, real utility in the Venice ecosystem. As $VVV yield drops to low single digit APY, the Venice team is adding additional incentives to stake VVV - Increased $DIEM supply target - Venice Pro for free, for life Jon Venice: "one of the core metrics I think as a VVV holder you should be looking at is like how much DIEM can I actually mint? How much inference can I get kind of per VVV?" Yields come down as utility expands makes sense to me 👍

18,263 просмотров • 2 месяцев назад

. sassal.eth/acc 🦇🔊 coming back to Twitter, after relentlessly telling everyone the ETH ETF will get approved on May 23rd

. sassal.eth/acc 🦇🔊 coming back to Twitter, after relentlessly telling everyone the ETH ETF will get approved on May 23rd

128,693 просмотров • 2 лет назад

Near's upgrade last week made it the first quantum-resistant L1 Near accounts now have a new lattice-based signing scheme that enable each wallet to be post-quantum, and this is live on the L1 Boom, simple as that

Near's upgrade last week made it the first quantum-resistant L1 Near accounts now have a new lattice-based signing scheme that enable each wallet to be post-quantum, and this is live on the L1 Boom, simple as that

19,403 просмотров • 3 месяцев назад

This is what Devcon 8 | Mumbai, India 🇮🇳 opened with How do I tag every single bitcoiner

This is what Devcon 8 | Mumbai, India 🇮🇳 opened with How do I tag every single bitcoiner

77,045 просмотров • 2 лет назад

I do my best to explain $ANSEM to RYAN SΞAN ADAMS Memecoins are fundamentally unsustainable, but we know that Regardless, Pump memecoins are graduating 4x more. $SOL is up 15% vs BTC / ETH Energy is brewing on Solana Is this a single shot-in-the-arm, or something sustainable? I remain skeptical

I do my best to explain $ANSEM to RYAN SΞAN ADAMS Memecoins are fundamentally unsustainable, but we know that Regardless, Pump memecoins are graduating 4x more. $SOL is up 15% vs BTC / ETH Energy is brewing on Solana Is this a single shot-in-the-arm, or something sustainable? I remain skeptical

18,403 просмотров • 4 месяцев назад

We now have two R&D non-profits leading Ethereum, Ethlabs and the EF Does Ethlabs and the EF see eye to eye? Or will there be tension over the direction over Ethereum? ansgar.eth says no, these two entitles are very synergistic

We now have two R&D non-profits leading Ethereum, Ethlabs and the EF Does Ethlabs and the EF see eye to eye? Or will there be tension over the direction over Ethereum? ansgar.eth says no, these two entitles are very synergistic

18,832 просмотров • 4 месяцев назад

Climbing Torre Norte - a movie!

Climbing Torre Norte - a movie!

39,072 просмотров • 11 месяцев назад