Markus Perdrizat

This analyst's report from Apollo about AI uses the term "S&P 493" to refer to the "S&P 500 minus the Mag 7" - because if you take out the AI companies, the S&P 500 is tanking. www.apollo.com/wealth/insig...

Aaron van Wirdum going hard on Adam Back: "are you still a cypherpunk, Adam?"

SPOT ON für das erste deutschsprachige Interview von @nohillside.ch und mir mit dem Deutschschweizer CEO (did you know this?) der @bsky.app: @toni.bsky.team 😎 Toni Schneider spricht über seine Vision für das Athmosphere-Ökosystem und welche Rolle die CH bei Bluesky spielt.. dnip.ch/2026/09/23/i...

PvE zone [Player versus Entropy]

More DPRK remote IT worker reports covering: -the money trail (www.dtex.ai/blog/dprk-it...) -new infrastructure (kudelskisecurity.com/research/dpr...)

Great quotes: false-decentralization is objectively inferior to the status quo. It’s neither as efficient as what TradFi runs today nor as secure as real decentralization. On enterprise networks, the cryptography is bloat and the consensus a charade. malekanoms.substack.com/p/the-machia...

Thoughtful positioning of open access (to distillation) vs. weakening the Western (US) world by over-protecting its businesses. Let's compete out there! stratechery.com/2026/whos-af...

Another oracle manipulation exploit - they never get old. But, this time enabled by a compromised private key, not any smart contract vulnerability. www.halborn.com/blog/post/ex...

Repeat after me: don't trust user input! By sending a malicious payload of just 11 bytes, a remote, unauthenticated attacker can force a server using OpenSSL to allocate disproportionate chunks of memory before any security handshake even begins sec.okta.com/articles/202...

You don't say! Gartner thinks there’ll be pain before AI-powered automation pays off 🤡 there's always pain ahead when we're at the top of the hype cycle www.theregister.com/ai-and-ml/20...

LSE Will Trade 22.83 Hours a Day - great headline by Matt Levine www.theblock.co/post/409089/...

South Korea piloting deposit tokens coupled to wholesale CBDC - with 500k users, sounds great 🔥 www.businesskorea.co.kr/news/article...

It's good to know you can fork if there are real issues. But fixing our differences should always be the first order of business, not just walk away and splinter with more forks. tarakiyee.com/fork-it-or-w...

Very tempted to buy the reTerminal E1003 fast, high-resolution grayscale e-paper panel. With ESPHome and Home Assistant it should make for a great b/w frame! style.oversubstance.net/2026/05/blac...

Citi expects that deposit token transaction volumes could exceed stablecoins by 2030. This will be interesting to watch, it's the race of "better digitalized banks" vs decentralized finance. Or, to use an even older term - "Blockchain, not Bitcoin" www.citigroup.com/global/insig...

We built half of the tech industry around automating Accounting. Yet the number of accountants kept going up. The same is true for engineers, SW developers, and more. www.ben-evans.com/benedictevan...

People unhappy with Linus (not speaking only bad about LLM supported coding) realizing again that Linux is too big to fail. humancode.us/2026/07/17/o...

Took the words right out of my mouth! Also, the way these LLM subscriptions are setup is a giant slot machine, targeting the collective (developer) OCD like few other things. Just one more thing, just one more time... 🤯 minimaxir.com/2026/07/agen...

Brilliant - everyone can get their chip design manufactured thanks to Tiny Tapeout for SwissChips 🔥 swisschips.ethz.ch/education-ou...

Nice checklist for VASPs, especially those just getting started in crypto, but useful for anyone looking to deploy a new solution 🔥 blocksec.com/blog/vasp-cr...

I updated my Wordpress - you need to do it too? Time to act now wp2shell.com www.heise.de/news/wp2shel...

TIL about Bitcoin's IPC layer and how they're making it more modular. Starting with mining, not any of the critical functions 🤯 viniciuscestari.dev/posts/introd...

Only three categories matter in digital assets: Crypto, Stablecoins and Tokenized real-world assets (RWA), according to BCG. I tend to agree. www.bcg.com/publications...

Tokenization is reconfiguring the financial system's architecture, relying on code correctness and governance. Glad to see IMF and others think about the required evolution in regulatory approaches. www.elibrary.imf.org/view/journal...

Cognitive debt is about whether individual developers and product teams can maintain a coherent mental model of what the system is doing and why. Systems are evolving faster than the developers can keep up with, thanks to agentic development. margaretstorey.com/blog/2026/02...

LLMs shine where there's an obvious test for correctness - such as writing apps that either compile, or don't compile. With incident reports, you get a plausible explanation of what happened with at best many needed findings excluded, at worst incorrect info surfingcomplexity.blog/2026/06/19/i...

Unlike traditional bank accounts, there's no fraud protection, no insurance, no customer service to call if things go sideways with Bitcoin self-custody. Be your own Bank requires investing in security like your bank does blog.casa.io/the-bitcoine...

You may wonder how a speaker can become a keyboard... but that's easy when its firmware update functionality is not protected. Hackers always be hacking! 🔥 arstechnica.com/security/202...

Yes to this! The proof stack involves sharing real signals of product-market fit. Who is using your product, and why would they (including other market customers) keep using it? Solid stuff by a16zcrypto. In Swiss German we say: Lifere statt Lafere! 🔥 a16zcrypto.substack.com/p/the-new-co...

Thoughtful considerations worth going through. It's not as bad as many people make it to be! www.normaltech.ai/p/what-will-...

Stripe and a private equity firm teaming up to acquire PayPal was not on my bingo card. A pre-IPO startup acquiring a public company for $53B is the opposite of what we’ve come to expect. At this point I wonder if Stripe will ever IPO.

This is funny, Linus Torvalds above all realizing that human interactions are the hard problems, not computer science algorithms 🔥 www.zdnet.com/article/open...

US behavior and the Cloud act are making governments move away from Microsoft or Google Cloud. What's left? Open Source! www.inside-it.ch/kommando-cyb...

Controlling the ideas. Do you remember this phrasing from the Mythical Man Month? I believe programmers resist AI-generated code due to a misunderstanding of the role of code in software development... antirez.com/news/169

Gig economy in the factory. BTW, Swiss hospitals saw the same thing when they offered their employees more flexibility in the working hours. Individual solutions are always better than one-size-fits-all. www.npr.org/2026/07/08/n...

The post is about a project that was acquired by Anthropic being rewritten using AI but the specifics are less interesting than the pattern.

An interesting niche of utility tokens are what a16z's token taxonomy calls arcade tokens: arcade tokens can help builders create controlled marketplace economies with dynamic pricing and loyalty rewards - encouraging user engagement and growth. a16zcrypto.substack.com/p/the-most-u...

Cloudflare making the case why we have to go live with the current crop of NIST approved post quantum signature algorithms: the standardization process is simply taking a long time, and the adoption curve is also very long. We have to get moving now. share.google/UZTuHxfyL5ut...

In expert to expert situations, assume that the person asking the question already consulted the LLM. This is the year 2026 after all! blog.yaelwrites.com/stop-telling...

Self-improvement Sunday: whenever you're tempted to pick up the phone to pass some time, pick up a book instead 🔥 scotto.me/blog/2026-07...

Custody is the single most important technology building block for a bank entering digital assets. But making digital assets a positive revenue stream requires a lot more than custody! www.adnovum.com/blog/swiss-d...

This is how DeFi protocols can effectively monitor and manage transaction-native risk without introducing latency into protocol operations. These intro guides by BlockSec are a great way to get started quickly. blocksec.com/blog/defi-co...

Shell injection guards failing is the boring, correct outcome honestly. Sanitizing input was never going to work as the whole plan, the actual fix is a human or a second pass looking at what the agent's about to run before it runs.

Immaculate conceptions... not quite! More like standing on the shoulders of giants to build something completely new. x.com/AlokVasudev/...

Bitcoin history post, catching up with the 2015 spam attack. Interesting to look at the kind of improvements that came out of this adversarial situations, including the blocksize limit policy, minimum relay fee increase and mempool limits www.bitmex.com/blog/the-201...

Passkeys for web wallets often abstract away seed phrases entirely. This can simplify logins but means your private key is typically managed by a third party, not self-custodied. Consider the operational difference: who controls the signing key?

AI, Machine Learning, whatever... here's a feel good story about using AI to decrypt century old love letters - and other historical documents. www.bbc.com/future/artic...