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Jay Yu 🐟
research & investments @panteracapital | ex-pres @StanfordCrypto | alum @StanfordPHIL
Great read - always learn a lot from Billy’s takes, give him a follow if you haven’t already!
Dec 30, 2025
ZK doesn’t make Lighter fair.
It makes unfair behavior provable.
Here’s what the proofs actually guarantee and more importantly what they don’t. 🧵
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Sharing some highlights from my reading list for 2025, ordered by most recently completed:
1. The Wealth of Nations - Adam Smith
2. Symposium - Plato
3. The Origin of Culture - Thomas Dietrich
4. The Prince - Machiavelli
5. Power/Knowledge - Foucault
6. Inferno - Dante
7. Faust, Part One - Goethe
8. What the Dormouse Said - John Markoff
9-10. (Secondary essays on Wittgenstein's PI)
11. Do Androids Dream of Electric Sheep - PKD
12. Mimesis as Make Believe - Ken Walton
13-16. (French lit canon)
17. The Republic of Wine - Mo Yan
And few other lighter travel reads:
18. Thinking in Bets - Annie Duke
19. Breakneck - Dan Wang
20. Good Energy - Casey Means
21. The Power Law - Sebastian Mallaby
22. The Venture Mindset - Ilya Strebulaev
Anddd for some reason, reading list for H2 2025 has been such a blackpill... 😅
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