Bankless - filings, earnings calls, financial reports, news

Bankless

Search documents

Bankless· 2025-08-25 18:57

Market Trends - Investors are expected to recognize the value proposition of real yield in hard assets [1] Investment Opportunities - The report highlights the potential for real yield generation within hard assets [1] Asset Analysis - The report points out the unique opportunity to obtain real yield in a hard asset [1]

Bankless· 2025-08-25 14:43

Core Technology & Architecture - NilGPT utilizes Nillion's privacy tools to secure data throughout its lifecycle, offering a private AI alternative for handling sensitive data [6] - NilGPT integrates three Nillion components: nilCC (Nillion Confidential Compute), nilAI (Nillion Artificial Intelligence), and nilDB [4] - User data is encrypted locally, split via secret-sharing, and stored across independent nilDB nodes using Multi-Party Computation (MPC), ensuring data remains inaccessible without the passphrase [2][5] - nilAI processes queries in Trusted Execution Environments (TEEs) using the Llama-3.1-8B-Instruct model via a RESTful API, keeping data hidden [5] Privacy & Security Features - NilGPT's design hinges on breach-resistant architecture, confidential computation, and verifiable guarantees [2][3] - Trusted Execution Environments (TEEs) and cryptographic primitives protect queries, responses, and chat history, isolating data from server owners [3][4][5] - Planned open-source code, TEE attestations, and provable cryptography will allow users to verify security [3] Market Positioning & User Experience - NilGPT offers a familiar chatbot interface with email or wallet-based account creation for private, cross-device chat history [4] - NilGPT aims to provide zero UX compromises with three agent modes: wellness assistant, personal assistant, companion [4] - NilGPT demands less trust than current AI privacy options, though some features like verifications are upcoming [6]

Privacy

Data Security

Artificial Intelligence

Artificial Intelligence

Bankless· 2025-08-25 12:00

Institutional Crypto Market Maturation - Crypto market has matured with deep liquidity, ETF rails, and stablecoin clarity [1] - Wall Street is increasingly interested in crypto [2] - The next wave involves digitally native issuance of treasuries, bonds, and equities on Ethereum [2] Macroeconomic Tailwinds & Crypto Reflexivity - Macro tailwinds such as fiscal dominance, Fed–Treasury convergence, and AI-driven productivity intersect with crypto's reflexivity [2] Regulatory Landscape - Discussion of Operation Chokepoint takeaways [2] - Examination of crypto regulation shifts [2] - Considerations for working with different jurisdictions [2] Future Trends - Focus on the future of tokenization [2] - Analysis of the aftermath of Crypto ETFs [2] - Speculation on how high crypto can go [2] Investment & Strategy - Insights into Eric's macro trades [2] - Discussion of potential risks [2] - Overview of Coinbase Asset Management [1][2]