Alexander Lin
@linfluence
cofounder @reforge_vc
TG HACK UPDATE 🚨 I have reclaimed my telegram handle, @linfluence, bc it is ubiquitous with X and my other online identities old acc still compromised - stay safe! if you engage with me on tg, ref screenshot and verify: - full name - username is @linfluence - bio links to X
at this time, my telegram tg account has been compromised do not engage with the account @linfluence under any circumstances for those of you whom we share a group chat or multiple, remove the account expeditiously
$40mn gmx hack time to run this post back will do it every time. audits? sure man. ai-powered audits? ok. deterministic security rules? ok sure bro the EVM is just not a secure environment and does not have what it takes to make application code secure reforge
1/ Unpopular Opinion: EVM is Fundamentally Flawed in Its Current Form! Or should I say the execution environments hosting the EVM are fundamentally flawed. The fatal flaw is that no matter how well-tested the smart contracts are, they still aren't safe enough.
welcome to the club of i don't give a f*ck about burning bridges est. 2024 ¯\_(ツ)_/¯
The first question is are we willing to burn bridges with our fellow VC and liquid fund peers to achieve this? Expect lots of animosity and burned bridges from us trying to push this.
crypto as a verifiable substrate for ai has been around a long time. it's taken on many diff forms. hot take, but here's why im still bearish (unfortunately): the business models of incumbent ai companies are structurally misaligned with verifiability openai, anthropic, meta…
.@balajis says AI is widening the verification gap. A massive number of jobs will be needed to close it. Prompting floods the world with fakes. Crypto brings back proof. “You're gonna need cryptographically hashed posts and crypto IDs ... to know the data wasn't tampered with.”…
remember, your user prompt may be perfect but you're still limited and constrained by the llm's system prompt
the ai action plan released by the white house today explicitly calls for the financialization of compute NIST/OSTP/NSF/NAIR won't win: highly inefficient, bureaucratic, and political a ton of compute marketplaces/exchanges (permissionelss and non) have raised in the past two…
navigating unchartered territory on the risk curve, call me shackleton
i didn't raise external capital just to write in my quarterly lp letters we're fully deployed across btc, sol, and hype cute strategy you and i are not the same
"innovation" in highly regulated industries is just incumbent preservation dressed up as progress tokenizing equities (attempt #27) aka "let [insert bank] tokenize everything" is the most deceptive way possible to recreate the exact system crypto was designed to replace
![linfluence's tweet image. "innovation" in highly regulated industries is just incumbent preservation dressed up as progress
tokenizing equities (attempt #27) aka "let [insert bank] tokenize everything" is the most deceptive way possible to recreate the exact system crypto was designed to replace](https://pbs.twimg.com/media/GwI--9iXcAEM6fY.png)
i didn't raise external capital just to write in my quarterly lp letters we're fully deployed across btc, sol, and hype cute strategy you and i are not the same
each day we inch closer to $4T total market cap and and btc.d remains below 65% eth really is ultrasound innit
stacked pengu months ago when i saw pudgy plushies were allocated prime toy section real estate in a suburban chicago walmart believe in something
if you view crypto as a standalone industry/sector, you're living in 2020
increasingly difficult to recommend crypto to young talent relative upside is down 10x relative to AI and too much of crypto business revolves around scheming rather than learning how to create value
the inefficiencies of air travel in 2025 really makes you question if our loftier achievements as a human species actually happened
btc dominance is approaching 2020 highs while doing so in a significantly diff macro landscape structural repricing of crypto risk congregates around btc and stables alts need to clear a much higher proof-of-value hurdle to regain share (ie hl, pump) or you're just beta
The North Korean-affiliated hacker group who took over my Telegram is still at large. Here are some good points to remain cognizant of if you ever receive a message from someone impersonating me! Be vigilant and careful.
Be careful out there. I got DM from someone impersonating @linfluence They used zoom lookalike URL: //reforgevc.web08zoom.us/j/4526305440?pwd=bYMeXeF2WyTLnvvmnRpC6LtyRIwlSz.1 web08zoomdotus redirects to zoomdotus (When they paste it on telegram they use anchor text that hides…
even before a portco tells you how low their burn rate is, there will be signs
crypto ai company but not a trading chart in sight few
