Crypto wasn't created to make you rich
It was created to set you free.
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David Hoffman✓
@TrustlessState
Optimistic storyteller of frontier technology. The chaotic side of @Bankless
2.1K Following263K Followers62.7K Posts
- David HoffmanRT @Bankless: $VVV Community Call | October @AskVenice's Head of Strategy @JonShapeShift joins @TrustlessState for the October $VVV community call to unpack Venice crossing 5M users and 1T daily tokens, $1M+ in monthly $VVV burns, the DeepSeek-powered growth surge, accelerating AI video demand, the new $VVV ETP, private AI in an era of rising data breaches, and what comes next. [TIMESTAMPS] 0:00 Intro 0:07 October at Venice 1:47 Venice Surpasses Five Million Users 5:22 A Smarter Default Model Drives Growth 10:28 How Agentic Chat Works 20:37 Record VVV Burns and Revenue Growth 23:54 AI Video and the Lumara Film Festival 30:10 Falling Token Costs, Better AI 34:42 Open-Source Models vs. Frontier Labs 36:36 VVV’s First European Exchange-Traded Product 41:04 AI Agents and the Growing Data-Security Risk 51:00 The U.S. Government’s DeepSeek Ban 52:59 What “Obliterated” Models Do 56:09 Venice Is Hiring a Model Product Manager 58:07 Consumer Growth and Enterprise Demand 1:00:22 Updates on Venice’s GPU Cluster 1:01:29 Venice’s Goals for the Rest of the YearBankless @BanklessOctober $VVV Livestream0501.3K
- Get in the $VVV Stream! Starting in a few min!Bankless @BanklessOctober $VVV Livestream77537.2K
- Polymarket compromised, Do not interact with websiteAggr News @AggrNewsPOLYMARKET USERS REPORT THAT FRONTEND MAY BE COMPROMISED, AND ASSETS ARE BEING WITHDRAWN WITHOUT PERMISSION: DISCORD173144551.9K
POLYMARKET USERS REPORT THAT FRONTEND MAY BE COMPROMISED, AND ASSETS ARE BEING WITHDRAWN WITHOUT PERMISSION: DISCORD1233052.2K1.2M- The $VVV call starts in 2 hours! Lots of incredible stuff to talk about. don't miss!David Hoffman @TrustlessStateThe October $VVV Call 📺 Live on 𝕏 — Thurs, Oct 29 · 4pm ET This month in Venice: - Venice breaks 5m users - Broke 500b daily tokens - Record high $VVV burn and signups - $VENC ETP listed Join @JonShapeShift and I as we cover the month in Venice! TOMORROW, 4pm ET66724.8K
- The October $VVV Call 📺 Live on 𝕏 — Thurs, Oct 29 · 4pm ET This month in Venice: - Venice breaks 5m users - Broke 500b daily tokens - Record high $VVV burn and signups - $VENC ETP listed Join @JonShapeShift and I as we cover the month in Venice! TOMORROW, 4pm ET
101211213.3K - Big divergence in BTC vs ETH ETF flows over the last 2 weeks
2049521.7K - Oh good lord!! Venice was on track for crossing 1T tokens late December / early Jan We are 2 months ahead of scheduleSabrina @sabrinaesaquinoVenice is now processing over 1 trillion tokens per day!2381628.1K
- Posts @TrustlessStateI have questions for @JonShapeShift tomorrow on the VVV call!David Hoffman @TrustlessStateThe October $VVV Call 📺 Live on 𝕏 — Thurs, Oct 29 · 4pm ET This month in Venice: - Venice breaks 5m users - Broke 500b daily tokens - Record high $VVV burn and signups - $VENC ETP listed Join @JonShapeShift and I as we cover the month in Venice! TOMORROW, 4pm ET1041.5K
- David HoffmanRT @TrustlessState: I guess I'm a nihilist at this point, but I don't think there's anything that can be done The casino doors opened up, everyone rushed in. Money was exchanged hands. Some people won, some people lost. Most have left the casino to return to their normal lives. Those left at the casino are begging daddy Vlad to pump their bags Nothing broke, and there's nothing to fix. It happened to Base. It happened to Robinhood. It'll to happen to the next chain that the degens turn into a casino. Time is a flat circle02012K
- An absolutely crazy chart Sign of the timesCouch Investor🛋️ @Couch_InvestorFor the first time EVER, $GOOGL Search as a % of revenue is now below 50%.16423824.5K
- David HoffmanRT @the_defi_report: NEW REPORT: Can Crypto's Early Bull Survive the Stealth Bear Market? Nearly 60% of S&P 500 stocks are already in a bear market. So why is @JustDeauIt still bullish on crypto? Mike and @RyanSAdams unpack the stealth selloff in stocks, AI financing fears, rising yields, and the looming midterms. They also break down bitcoin:native's stronger market structure, signs of seller exhaustion, and the $76K support level that could put the early-bull thesis to the test. [TIMESTAMPS] 0:00 Intro 0:16 Crypto’s Early Bull Faces a Wall of Worry 3:48 Bitcoin’s Range-Bound Test and Market Catalysts 6:41 Who’s Buying Bitcoin—and Will They Hold? 13:14 ETF Flows, Miner Confidence, and Altcoin Resets 17:48 Ethereum’s Struggle Against Bitcoin 22:19 Is a Stealth Bear Market Already Underway? 28:19 Has the Worst of the Market Selloff Passed? 33:05 Midterms, Market Risks, and Political Uncertainty 39:03 Bitcoin’s Key Test: The 50-Week Moving Average0402K
- BREAKING: $VVV burn breaks $1m in October! @AskVenice is burning >$1m of $VVV per month! 🔥🔥🔥
312724619.4K - VVV’s daily vesting unlocks drop ~95.9% on Jan 27th from ~13,252 VVV/day to ~548/day Burns increasing 1% every day Vesting dropping 96% in 3 months hmmm 🤔
David Hoffman @TrustlessState$VVV burns are increasing about ~1% a day $9,000 daily $VVV burn on July 17th $24,150 daily $VVV burn on October 25th At this rate, January will start with $45,000 of daily $VVV burns, and end with $62,000 daily $VVV burn Lower that assumption by 33%, and you get $300,000 daily $VVV burn in December 2027181219313K - $VVV burns are increasing about ~1% a day $9,000 daily $VVV burn on July 17th $24,150 daily $VVV burn on October 25th At this rate, January will start with $45,000 of daily $VVV burns, and end with $62,000 daily $VVV burn Lower that assumption by 33%, and you get $300,000 daily $VVV burn in December 2027
263027030.2K - David HoffmanRT @Bankless: Everything to know about what's happening with Zcash's Dev Fund and the main proposals for what should happen going forward.0901.7K
- Both @davewardonline and @wmpeaster are putting out some of the most researched and accessible content on the sectors of crypto worth paying attention to crypto’s pace of development has sped up lately 👀 Both writers should be notifs on, for those who want to keep up.Yash @0x_asterorbio leading @bankless's piece on onchain inference markets. we're more than a marketplace. orbio is the onchain inference layer, where inference is a token and agents pay for their own minds.66467.5K
- Really cool content format from @wmpeaster about the Zcash funding drama Learn the topic in 76 seconds!Bankless @Banklesszcash:native's Dev Fund has a Success Problem...124446.9K
For the first time EVER, $GOOGL Search as a % of revenue is now below 50%.
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