Back in Oct 2025, a @primus_labs dev dropped a simple thought, how do we actually know a protocol's reserves are legit?
Back then, Unitas USDu had $18.85M in backing.
Fast forward to today, that number has jumped to $55.76M, with about 75% held offchain.
Using zkTLS, Primus PoR now verifies $62.3M across Unitas, Unitas XGLD and RWAlpha.
And the big update? zkTLS is officially live on @BNBCHAIN
What’s even cooler is that unitaslabs is the first yield market behind Primus Confidential Vault on BNB.
You can stake encrypted stablecoins without leaking your position size to the world.
Let's be honest, you shouldn't have to dox your entire wallet just to use public chains.
➤ public chains bring the liquidity
➤ encrypted balances keep your trades private
➤ verifiable execution keeps everything transparent without oversharing
@primus_labs is bringing FHE straight to existing infrastructure with some wild performance:
➤ confidential transfers on 64-bit encrypted balances in 90ms
➤ 210+ private transfers per second using 8 consumer GPUs
Same chain, Zero financial leakage, Fully verifiable. A massive step forward for on-chain privacy.
join now: s.kaito.ai/MX8PA6
Good morning CT
Happy wednesday
Registration for @termix_ai is now open for $KAITO stakers.
Don't forget to register: s.kaito.ai/MX8PA6
AI agents are evolving from just executing trades to offering full market services to users
With @termix_ai exploring Binance AI ecosystem integrations, a real utility is emerging
Developers can connect Binance Agent OS with TermiX Skills, giving agents financial data access while plugging into Agent.family for commercial workflows
A clear workflow:
➤ Agent analyzes data using Binance tools
➤ Offers research or risk analysis on Agent.family
➤ Takes paid requests from clients or other agents
➤ Delivers reports and settles earnings via TermiX
Adding future support for Binance, ai Agent ID creates verifiable reputation and identity
Building market skills is one step, but turning them into an automated, paid service is where real adoption begins.
Back in Oct 2025, a @primus_labs dev dropped a simple thought, how do we actually know a protocol's reserves are legit?
Back then, Unitas USDu had $18.85M in backing.
Fast forward to today, that number has jumped to $55.76M, with about 75% held offchain.
Using zkTLS, Primus PoR now verifies $62.3M across Unitas, Unitas XGLD and RWAlpha.
And the big update? zkTLS is officially live on @BNBCHAIN
What’s even cooler is that unitaslabs is the first yield market behind Primus Confidential Vault on BNB.
You can stake encrypted stablecoins without leaking your position size to the world.
Let's be honest, you shouldn't have to dox your entire wallet just to use public chains.
➤ public chains bring the liquidity
➤ encrypted balances keep your trades private
➤ verifiable execution keeps everything transparent without oversharing
@primus_labs is bringing FHE straight to existing infrastructure with some wild performance:
➤ confidential transfers on 64-bit encrypted balances in 90ms
➤ 210+ private transfers per second using 8 consumer GPUs
Same chain, Zero financial leakage, Fully verifiable. A massive step forward for on-chain privacy.
join now: s.kaito.ai/MX8PA6
Yahoo retweeted
Everyone thought shared context would lock users into OpenAI and Anthropic
@tarunchitra says that's over:
"That's completely obliterated"
OpenAI now supports open models in the same context. Your context moves freely between models and agents
Interoperability is here
New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures
Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent
We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android
He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing
His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO
00:00 Intro
06:34 Robot Leads Nous's $90M Round
09:37 Crypto AI Was Meme Coins With More Steps
14:40 Why Nous Stood Out Early
28:14 Hermes vs OpenClaw
35:39 The End of AI Lock-In
46:33 The Ubuntu of AI
56:17 Microsoft and Nvidia Join the Round
59:42 OpenRouter Is a DEX for AI
1:07:02 All the Money Goes to the Top
Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B
Full episode
Good morning CT
Happy wednesday
Registration for @termix_ai is now open for $KAITO stakers.
Don't forget to register: s.kaito.ai/MX8PA6
AI agents are evolving from just executing trades to offering full market services to users
With @termix_ai exploring Binance AI ecosystem integrations, a real utility is emerging
Developers can connect Binance Agent OS with TermiX Skills, giving agents financial data access while plugging into Agent.family for commercial workflows
A clear workflow:
➤ Agent analyzes data using Binance tools
➤ Offers research or risk analysis on Agent.family
➤ Takes paid requests from clients or other agents
➤ Delivers reports and settles earnings via TermiX
Adding future support for Binance, ai Agent ID creates verifiable reputation and identity
Building market skills is one step, but turning them into an automated, paid service is where real adoption begins.
.@tarunchitra and Robot Ventures backing Nous Research with $90M proves open source AI is changing the game.
With every SaaS company building a router and inference running underneath, the software playbook is officially rewriting.
appreciate you @Shaughnessy119 ser
Where does the money go in AI?
@tarunchitra says the same place it went in crypto:
"All the money goes to the top and the bottom"
The top is the harnesses. The bottom is the inference providers. The router in the middle has low barriers to entry
"Hermes is like investing in Phantom or FOMO"
Crosslink decides Zcash’s survival
As @Justin_Bons highlights, ZEC will die under insecure, slow & centralized PoW without adopting PoS.
We must embrace progress and true stakeholder governance over the Bitcoin cult and miner conflicts of interest.
Go full PoS, transition via hybrid if needed.
Crosslink decides whether Zcash evolves or remains a doomed meme coin like BTC!
ZEC will die if it fails to adopt PoS: ZEC is insecure, slow & centralized under PoW now
Help us save ZEC from the cult!
As the "encrypted Bitcoin" narrative now stands in the way of progress: 🧵
If we want ZEC to become the hardest private money, then we must embrace technological progress!
In ZEC's current state, that is far from being the case. On top of that, the decision-making proccess is totally centralized today!
Some people want to fix this & there are others who oppose such progress. This is the story of ZEC's greatest obstacle: A conflict is brewing that will decide the fate of crypto's biggest privacy coin; beware:
Evolve or Die:
That is the fundamental divide this debate represents, one that has played out over BTC before. A different story of how progress lost, history does not need to repeat itself here!
We now have the opportunity to do things differently, to fulfill Satoshi's vision for a true cypherpunk P2P Cash. Instead of merely pretending on a network that cannot possibly make that dream a reality
If we want ZEC to be the best possible version of itself, then ofcourse it should adopt the best technologies!
Especially when they represent leaps & bounds in genuine progress without any significant trade-offs!
To oppose such clear & objective improvements does not strike me as entirely rational; there is a degree of religiosity involved, much as is the case around BTC too
The Bitcoin Cult:
Most Bitcoiners believe that BTC is the most secure, decentralized & economically sound network
When that, in reality, is incredibly far from the truth, by several orders of magnitude now!
BTC's security is collapsing (already much lower cost to attack than all major PoS chains today)
This will lead to increasing the inflation rate beyond the "sacred" 21M limit; that will lead to forks & even a potential death spiral with a "bank run" & all. It is an absolute disaster & the crisis will hit within a decade
Look, we covered this extensively elsewhere & it is 2026; ask Grok to pull up some of my other articles on this if you want to know more. This can all be proven without a shadow of doubt. That is not the point of this article
My point is that BTC is some kind of mass delusion, of the type we have seen before in the 2008 housing crisis, the dot-com bubble & even the Tulip bubble! It has happened before & it is happening again with BTC today
So it is no wonder that some of that religiosity/mentality "infects" the communities of other chains, such as ZEC. Especially considering that it now has this "encrypted bitcoin" narrative going for it, or, as I argue, against it
BTC's current "success" as a purely speculative meme coin has done incredible harm to our industry by inspiring other projects to follow a similar path, not realizing that it is, in fact, a dead end
Its temporary "success" as a meme coin only predicts more future harm as it inevitably comes crashing down. Unfortunately for ZEC, it shares the exact same design & therefore inherits all of these same fatal flaws
Conflicts of Interest:
Many of the major detractors of Crosslink have conflicts of interest, such as large ownership stakes in ZEC mining companies, which would directly benefit from continuing to bleed ZEC dry today
Miners also have notoriously strong short- to medium-term incentives, with barely any long-term incentives! In this case, miners are also directly incentivized to oppose any switch to PoS!
I should also disclose my conflicts of interest for fairness. The fund I founded, own & help manage is also invested in ZEC, the token. I would call that aligned! Unlike miners, I am nonetheless under a fiduciary duty to report that!
Who Decides:
The truth is ugly, as ZEC is currently under effective centralized control. While the detractors of Crosslink mostly support that form of governance, as it mirrors the monolithic position of the Bitcoin cult
My position is that the only fair way to decide this would be through a stakeholder vote. However, the infrastructure, culture & incentives are not in place, making it unlikely to succeed at scale. That makes this all a serious governance dilemma
Ideally, the owners of the chain should decide ZEC's fate & should always be able to (stakeholders). Putting that on miners has never worked before in the past & putting that responsibility on a development team is a recipe for disaster:
Power Corrupts:
Power corrupts & absolute power corrupts absolutely. @zooko has done enough for this industry for us to expect him to start playing politics now. Make no mistake, this is old-school ugly real-world politics
Exactly because there is no decentralized dispute mechanism. That is why we need decentralized decision-making processes & this can only be achieved through stakeholder governance. At least to the extent it is possible to do justice to the underlying decentralization of the chain
Chicken & Egg Problem:
However, it might also be a chicken-and-egg problem, because without PoS incentives, the outcome of such a vote might be seen as illegitimate if it does not garner sufficient participation
So, the centralized controllers of ZEC might just have to use their very real authoritarian powers to push ZEC one last time over the finish line before they can relinquish their own centralized control, swapping it for "soft power" instead. It would at least be the best possible poetic final act from that position of control
That is also why a hybrid approach might make more sense politically/diplomaticaly even if it does not make any sense technically
Good Governance:
The goal should be to avoid a split, even when it starts to look increasingly inevitable
That is what happens when there is no formalized dispute mechanism like stakeholder voting; when the disagreement is big enough, it leads to a split. Unlike stakeholder governance. There is a reason for that:
In a democracy, there is no civil war after every vote, because people agree with the decision-making process even if they do not agree with the outcome. This is still a good analogy, despite the fact that an equity is closer to how crypto governance should work in general
The real problem here is governance, as it also was for Bitcoin's "block size" debates. Ultimately, that will determine the outcome of this entire debate
Crosslink:
In my view, Crosslink does not go far enough. Hybrid consensus is not worth it, as it inherits the cons of both systems. It is an improvement over pure PoW, sure. But it is still nowhere near as effective as a pure PoS design
That is why I would rather see a full switch to PoS, while giving the mining industry several years' notice to phase out their operations responsibly
But as I mentioned earlier, my technical ideal can be superseded by the political realities, no matter how frustrated that might make me. At least it also exposes the costs of having bad governance
This debate is about radically different visions for blockchain colliding with each other
This is not about Crosslink's implementation details at all. As we are debating some of the greatest & most critical ideological divides crypto has ever had to tackle
Conclusion:
Whatever decision ZEC's centralized governance makes, it will make some factions & groups of people very upset; there is no other way around this
Will this lead to a "ZEC classic"? Maybe; it all depends on how everyone plays their cards. Also, which side even gets to keep the original name is a totally arbitrary & dirty political game!
So, I advocate for just doing the right thing. Do what is truly best for ZEC, not just what the fantasy narrative dictates. Go full PoS, transition using hybrid if needed. That is where Crosslink is a decent plan
After that, there can be several years of preparing the community, culture & incentives for the full switch to PoS. Along with the switch to full stakeholder governance!
That would be my dream for ZEC. Unlocking the decision-making processes that will also enable it to improve in other ways in the future. As my wish list is very large & ZEC can do very little in comparison today
This is a story of conservatism & orthodoxy against progressivism. This time, the truth seekers (progressives) are on the right side of history: ZEC must evolve, or it will most surely die
Fortunately, we have a decent chance of pulling it off this time. So, for what it is worth, throw your hat into the race. Start by helping to spread this message far & wide!
If ZEC manages to walk through this door & embrace progress & truth. Then ZEC most certainly deserves a place in the hallowed halls of the future of finance & money! 🔥
Crosslink decides Zcash’s survival
As @Justin_Bons highlights, ZEC will die under insecure, slow & centralized PoW without adopting PoS.
We must embrace progress and true stakeholder governance over the Bitcoin cult and miner conflicts of interest.
Go full PoS, transition via hybrid if needed.
Crosslink decides whether Zcash evolves or remains a doomed meme coin like BTC!
ZEC will die if it fails to adopt PoS: ZEC is insecure, slow & centralized under PoW now
Help us save ZEC from the cult!
As the "encrypted Bitcoin" narrative now stands in the way of progress: 🧵
If we want ZEC to become the hardest private money, then we must embrace technological progress!
In ZEC's current state, that is far from being the case. On top of that, the decision-making proccess is totally centralized today!
Some people want to fix this & there are others who oppose such progress. This is the story of ZEC's greatest obstacle: A conflict is brewing that will decide the fate of crypto's biggest privacy coin; beware:
Evolve or Die:
That is the fundamental divide this debate represents, one that has played out over BTC before. A different story of how progress lost, history does not need to repeat itself here!
We now have the opportunity to do things differently, to fulfill Satoshi's vision for a true cypherpunk P2P Cash. Instead of merely pretending on a network that cannot possibly make that dream a reality
If we want ZEC to be the best possible version of itself, then ofcourse it should adopt the best technologies!
Especially when they represent leaps & bounds in genuine progress without any significant trade-offs!
To oppose such clear & objective improvements does not strike me as entirely rational; there is a degree of religiosity involved, much as is the case around BTC too
The Bitcoin Cult:
Most Bitcoiners believe that BTC is the most secure, decentralized & economically sound network
When that, in reality, is incredibly far from the truth, by several orders of magnitude now!
BTC's security is collapsing (already much lower cost to attack than all major PoS chains today)
This will lead to increasing the inflation rate beyond the "sacred" 21M limit; that will lead to forks & even a potential death spiral with a "bank run" & all. It is an absolute disaster & the crisis will hit within a decade
Look, we covered this extensively elsewhere & it is 2026; ask Grok to pull up some of my other articles on this if you want to know more. This can all be proven without a shadow of doubt. That is not the point of this article
My point is that BTC is some kind of mass delusion, of the type we have seen before in the 2008 housing crisis, the dot-com bubble & even the Tulip bubble! It has happened before & it is happening again with BTC today
So it is no wonder that some of that religiosity/mentality "infects" the communities of other chains, such as ZEC. Especially considering that it now has this "encrypted bitcoin" narrative going for it, or, as I argue, against it
BTC's current "success" as a purely speculative meme coin has done incredible harm to our industry by inspiring other projects to follow a similar path, not realizing that it is, in fact, a dead end
Its temporary "success" as a meme coin only predicts more future harm as it inevitably comes crashing down. Unfortunately for ZEC, it shares the exact same design & therefore inherits all of these same fatal flaws
Conflicts of Interest:
Many of the major detractors of Crosslink have conflicts of interest, such as large ownership stakes in ZEC mining companies, which would directly benefit from continuing to bleed ZEC dry today
Miners also have notoriously strong short- to medium-term incentives, with barely any long-term incentives! In this case, miners are also directly incentivized to oppose any switch to PoS!
I should also disclose my conflicts of interest for fairness. The fund I founded, own & help manage is also invested in ZEC, the token. I would call that aligned! Unlike miners, I am nonetheless under a fiduciary duty to report that!
Who Decides:
The truth is ugly, as ZEC is currently under effective centralized control. While the detractors of Crosslink mostly support that form of governance, as it mirrors the monolithic position of the Bitcoin cult
My position is that the only fair way to decide this would be through a stakeholder vote. However, the infrastructure, culture & incentives are not in place, making it unlikely to succeed at scale. That makes this all a serious governance dilemma
Ideally, the owners of the chain should decide ZEC's fate & should always be able to (stakeholders). Putting that on miners has never worked before in the past & putting that responsibility on a development team is a recipe for disaster:
Power Corrupts:
Power corrupts & absolute power corrupts absolutely. @zooko has done enough for this industry for us to expect him to start playing politics now. Make no mistake, this is old-school ugly real-world politics
Exactly because there is no decentralized dispute mechanism. That is why we need decentralized decision-making processes & this can only be achieved through stakeholder governance. At least to the extent it is possible to do justice to the underlying decentralization of the chain
Chicken & Egg Problem:
However, it might also be a chicken-and-egg problem, because without PoS incentives, the outcome of such a vote might be seen as illegitimate if it does not garner sufficient participation
So, the centralized controllers of ZEC might just have to use their very real authoritarian powers to push ZEC one last time over the finish line before they can relinquish their own centralized control, swapping it for "soft power" instead. It would at least be the best possible poetic final act from that position of control
That is also why a hybrid approach might make more sense politically/diplomaticaly even if it does not make any sense technically
Good Governance:
The goal should be to avoid a split, even when it starts to look increasingly inevitable
That is what happens when there is no formalized dispute mechanism like stakeholder voting; when the disagreement is big enough, it leads to a split. Unlike stakeholder governance. There is a reason for that:
In a democracy, there is no civil war after every vote, because people agree with the decision-making process even if they do not agree with the outcome. This is still a good analogy, despite the fact that an equity is closer to how crypto governance should work in general
The real problem here is governance, as it also was for Bitcoin's "block size" debates. Ultimately, that will determine the outcome of this entire debate
Crosslink:
In my view, Crosslink does not go far enough. Hybrid consensus is not worth it, as it inherits the cons of both systems. It is an improvement over pure PoW, sure. But it is still nowhere near as effective as a pure PoS design
That is why I would rather see a full switch to PoS, while giving the mining industry several years' notice to phase out their operations responsibly
But as I mentioned earlier, my technical ideal can be superseded by the political realities, no matter how frustrated that might make me. At least it also exposes the costs of having bad governance
This debate is about radically different visions for blockchain colliding with each other
This is not about Crosslink's implementation details at all. As we are debating some of the greatest & most critical ideological divides crypto has ever had to tackle
Conclusion:
Whatever decision ZEC's centralized governance makes, it will make some factions & groups of people very upset; there is no other way around this
Will this lead to a "ZEC classic"? Maybe; it all depends on how everyone plays their cards. Also, which side even gets to keep the original name is a totally arbitrary & dirty political game!
So, I advocate for just doing the right thing. Do what is truly best for ZEC, not just what the fantasy narrative dictates. Go full PoS, transition using hybrid if needed. That is where Crosslink is a decent plan
After that, there can be several years of preparing the community, culture & incentives for the full switch to PoS. Along with the switch to full stakeholder governance!
That would be my dream for ZEC. Unlocking the decision-making processes that will also enable it to improve in other ways in the future. As my wish list is very large & ZEC can do very little in comparison today
This is a story of conservatism & orthodoxy against progressivism. This time, the truth seekers (progressives) are on the right side of history: ZEC must evolve, or it will most surely die
Fortunately, we have a decent chance of pulling it off this time. So, for what it is worth, throw your hat into the race. Start by helping to spread this message far & wide!
If ZEC manages to walk through this door & embrace progress & truth. Then ZEC most certainly deserves a place in the hallowed halls of the future of finance & money! 🔥
.@tarunchitra and Robot Ventures backing Nous Research with $90M proves open source AI is changing the game.
With every SaaS company building a router and inference running underneath, the software playbook is officially rewriting.
appreciate you @Shaughnessy119 ser
Where does the money go in AI?
@tarunchitra says the same place it went in crypto:
"All the money goes to the top and the bottom"
The top is the harnesses. The bottom is the inference providers. The router in the middle has low barriers to entry
"Hermes is like investing in Phantom or FOMO"
AI agents are evolving from just executing trades to offering full market services to users
With @termix_ai exploring Binance AI ecosystem integrations, a real utility is emerging
Developers can connect Binance Agent OS with TermiX Skills, giving agents financial data access while plugging into Agent.family for commercial workflows
A clear workflow:
➤ Agent analyzes data using Binance tools
➤ Offers research or risk analysis on Agent.family
➤ Takes paid requests from clients or other agents
➤ Delivers reports and settles earnings via TermiX
Adding future support for Binance, ai Agent ID creates verifiable reputation and identity
Building market skills is one step, but turning them into an automated, paid service is where real adoption begins.
Good morning CT
@primus_labs successfully raised $6.5M in our Pre-seed + Seed round
stop trusting blind Web2 screenshots and passwords
With @primus_labs and zkTLS on alphanet, you can securely verify your data like X, GitHub or Spotify
keeping your password completely private while proving your activity on-chain.
try the product, generate a real attestation and join the campaign through content or referrals
you get more update: @primus_labs
good morning guys
happy new week
stay with @termix_ai
keep building more
The final epoch of @termix_ai Agent Economy Katalyst Campaign is officially live
running from October 24 to November 22
This is the last chance for creators to climb the leaderboards across global, Chinese and Korean categories before the campaign wraps up
AI agents can already code, research, trade and design but getting paid for their work and hiring other agents securely is another challenge
TermiX is building the infrastructure to make that possible through AACP for identity and escrow and agent.family as the marketplace where agents offer services and settle payments onchain
The bigger idea is that agents could soon operate as independent economic participants rather than just passive tools
I'm so excited to see how the rankings shift over the next month
Best of luck to everyone participating.
For more update: @termix_ai
good morning guys
happy new week
stay with @termix_ai
keep building more
The final epoch of @termix_ai Agent Economy Katalyst Campaign is officially live
running from October 24 to November 22
This is the last chance for creators to climb the leaderboards across global, Chinese and Korean categories before the campaign wraps up
AI agents can already code, research, trade and design but getting paid for their work and hiring other agents securely is another challenge
TermiX is building the infrastructure to make that possible through AACP for identity and escrow and agent.family as the marketplace where agents offer services and settle payments onchain
The bigger idea is that agents could soon operate as independent economic participants rather than just passive tools
I'm so excited to see how the rankings shift over the next month
Best of luck to everyone participating.
For more update: @termix_ai
stop trusting blind Web2 screenshots and passwords
With @primus_labs and zkTLS on alphanet, you can securely verify your data like X, GitHub or Spotify
keeping your password completely private while proving your activity on-chain.
try the product, generate a real attestation and join the campaign through content or referrals
you get more update: @primus_labs
good morning ppl
sorsa score increasing
thanks to all
trading shouldn't mean letting your capital sit idle.
with $GRVT you can now earn up to 11% APY on eligible assets through tokenized fixed income opportunities.
your capital continues generating yield while you actively trade.
that is true capital efficiency combined with complete control over your assets.
more update: @grvt_io
good morning ppl
sorsa score increasing
thanks to all
trading shouldn't mean letting your capital sit idle.
with $GRVT you can now earn up to 11% APY on eligible assets through tokenized fixed income opportunities.
your capital continues generating yield while you actively trade.
that is true capital efficiency combined with complete control over your assets.
more update: @grvt_io
trading shouldn't mean letting your capital sit idle.
with $GRVT you can now earn up to 11% APY on eligible assets through tokenized fixed income opportunities.
your capital continues generating yield while you actively trade.
that is true capital efficiency combined with complete control over your assets.
more update: @grvt_io
🤖 Made with AI
The final epoch of @termix_ai Agent Economy Katalyst Campaign is officially live
running from October 24 to November 22
This is the last chance for creators to climb the leaderboards across global, Chinese and Korean categories before the campaign wraps up
AI agents can already code, research, trade and design but getting paid for their work and hiring other agents securely is another challenge
TermiX is building the infrastructure to make that possible through AACP for identity and escrow and agent.family as the marketplace where agents offer services and settle payments onchain
The bigger idea is that agents could soon operate as independent economic participants rather than just passive tools
I'm so excited to see how the rankings shift over the next month
Best of luck to everyone participating.
For more update: @termix_ai



















