@TheOneandOmsy Omar

Omar posts on X about crypto, in the, market, up to the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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[--] Week [-------] +88%
[--] Month [---------] +14%
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[--] Year [----------] +1,384%

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[--] Week [---] +22%
[--] Month [---] +118%
[--] Months [---] +37%
[--] Year [---] +114%

Followers: [---------] #

[--] Week [-----] +0.48%
[--] Month [-----] +2.30%
[--] Months [-----] +46%
[--] Year [-----] +306%

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Social Influence

Social category influence finance 55.52% stocks 34.52% cryptocurrencies 29.89% exchanges 29.18% technology brands 18.15% automotive brands 6.05% countries 4.98% financial services 4.63% currencies 3.2% social networks 2.49%

Social topic influence crypto #1723, in the 21.71%, market 13.17%, up to 12.81%, $hood #428, coinbase 11.39%, money 10.32%, hyperliquid 8.9%, usdc 8.54%, token 8.54%

Top accounts mentioned or mentioned by @dragonflyxyz @coinbase @raincards @artemis @robinhoodapp @krakenfx @gwartygwart @withausd @polymarket @hyperliquidx @honam @infoarbitrage @delian @saranormous @circle @jerallaire @0xperp @remitly @alt5sigma @ripplevery

Top assets mentioned Robinhood Markets, Inc. (HOOD) Coinbase Global Inc. (COIN) USDC (USDC) Ethereum (ETH) BlackRock Inc (BLK) Bitcoin (BTC) Mario Coin (COIN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Not even a month later Robinhood vertically integrating its prediction market offering through a JV w/ Susquehanna Acquiring MIAXdx (a DCM/DCO/SEF) to be its own exchange route flow to itself and fix the gnarly UX issues w/ fees Been playing with Robinhood's event contracts and clear the underlying Kalshi / ForecastEx fees of $0.01/share make any market w/ 30% probability untradable Vlad is customer focused and I'm sure he sees it in the data so I give it [--] years before he cuts them off and launches Been playing with Robinhood's event contracts and clear the underlying Kalshi / ForecastEx"
X Link 2025-11-26T03:31Z [----] followers, 167.3K engagements

"Hyperliquid finally gearing up to launch its own stablecoin: - Theres $5.5b of USDC on deposit on Hype implying + $220m of incremental rev (17% bump) for token holders (at 4% rates) when fully swapped to USDH - For Circle (CRCL) shareholders not so great news. Assuming a full swap thats a 7% hit to USDC o/s and a $220m hit to top line. Trading flat at $118 pre market but imagine that changes once digested H/t @DegenerateNews for the image and kouei for the Dune dash At $5b of USDC Hyperliquid now accounts for 7.5% of total USDC o/s by Circle - Time for Jeff to use his holdings as leverage for"
X Link 2025-09-05T12:00Z [----] followers, 142.5K engagements

"At earnings Visa disclosing their stablecoin settlement volumes now up to $4.6 billion run-rate up 4.6x from just September and 18x from the start of the year Interesting excerpt from the GS conference: Visa stablecoin settlement volumes now up to $1b run-rate up 4x from earlier this year Direct stablecoin settlement lets Visa's partners bypass traditional bank/fiat rails for instant 24/7 settlement on the network. I.e. issuers https://t.co/A215RJECLV Interesting excerpt from the GS conference: Visa stablecoin settlement volumes now up to $1b run-rate up 4x from earlier this year Direct"
X Link 2026-01-30T22:33Z [----] followers, 125.6K engagements

"Latest FDIC deposit rates released and consumers across the country are still getting fleeced 0.07% interest on checking is crazy With a $100 balance you'd earn [--] cents Enough for absolutely nothing in the country Meanwhile a bank using that same deposit money and without taking any duration or credit risk or leverage would earn the other $3.57 that your funds generate Enough for a hot Dunkin Donuts coffee while you're toiling away Pretty obvious why the banking consortium doesn't want stablecoin issuers paying out any yield; status quo is pretty good If you're wondering why the banks don't"
X Link 2026-02-08T15:21Z [----] followers, [----] engagements

"Google dropping some details on its L1 blockchain (GCUL) over on LI Chain will feature python based smart contracts. Aims to be neutral infra built for finance w/ native commercial bank money on-chain 24/7 cap markets infra payments and agentic capabilities. Looks like they plan to open it up to the full Google network with billions of users and 100s of institutional partners Currently in private testnet announced a tokenized asset pilot with the CME earlier in the year. Planning to provide further technical details in the months ahead"
X Link 2025-08-26T23:25Z [----] followers, 700.6K engagements

"Interesting excerpt from the GS conference: Visa stablecoin settlement volumes now up to $1b run-rate up 4x from earlier this year Direct stablecoin settlement lets Visa's partners bypass traditional bank/fiat rails for instant 24/7 settlement on the network. I.e. issuers like @raincards can now settle direct w/ Visa over the weekend without a bank Visa currently accepting [--] different stablecoins (USDC EURC PYUSD USDG) across [--] different blockchains"
X Link 2025-09-16T23:36Z [----] followers, 212.8K engagements

"Bank of America CEO on why stablecoins shouldn't pay interest: (TLDR: consumers shouldn't earn yield so banks can) Quick summary: Interest on stables - mass deposit flight Fully reserved money - no fractional leverage Banks lose free funding - profits go bye bye If you're wondering why the banks don't want yield on stablecoins here's the summary of National Deposit Rates from the FDIC: - Savings = 0.39% Checking = 0.07% MM= 0.58% - All while the Treasury Yields are 3.89% (from 12/15) - That fat spread of 3.82% represents bank https://t.co/zaBMTG85It If you're wondering why the banks don't"
X Link 2026-01-15T05:36Z [----] followers, 550.6K engagements

"Crypto's [----] trade of the year belongs to @cobie who's services were priced at $152m by Coinbase (86% of their $176m Echo purchase price) Our Q4 and full year [----] financial results are now live. https://t.co/KtcNr3SrPQ Our Q4 and full year [----] financial results are now live. https://t.co/KtcNr3SrPQ"
X Link 2026-02-12T22:55Z [----] followers, 80.4K engagements

"If you're wondering why the banks don't want yield on stablecoins here's the summary of National Deposit Rates from the FDIC: - Savings = 0.39% Checking = 0.07% MM= 0.58% - All while the Treasury Yields are 3.89% (from 12/15) - That fat spread of 3.82% represents bank profits and it's what they don't want anyone jeopardizing 🚨NEW: Yield update: Banks may have won this round on stablecoin yield. The latest draft (page 189) says companies cannot pay interest just for holding balances. You can earn rewards but only if theyre tied to opening an account or activity like making transactions"
X Link 2026-01-13T20:04Z [----] followers, 398.4K engagements

"Mr. Beast's scale from the investor presentation is nutty. He's pretty much a walking global broadcast network: [--] billion followers (3x the US population) [--] billion annual views = [--] Super Bowls / yr [---] billion uniques (his content hits 15% of humanity) The lads break down Tom Lee's $200M bet on MrBeast as an infrastructure play for Ethereum distribution. "This is an onboarding flywheel that could spur customer acquisition for DeFi apps on Ethereum." https://t.co/YFdpxLhKGn The lads break down Tom Lee's $200M bet on MrBeast as an infrastructure play for Ethereum distribution. "This is an"
X Link 2026-01-17T17:04Z [----] followers, 612.4K engagements

"Nutty stat from Robinhood $HOOD earnings tonight: Prediction markets now up to $435m in annualized revenue as of Q4; up 3.8x from $115m just a quarter ago Not even a month later Robinhood vertically integrating its prediction market offering through a JV w/ Susquehanna Acquiring MIAXdx (a DCM/DCO/SEF) to be its own exchange route flow to itself and fix the gnarly UX issues w/ fees https://t.co/MPcHHGF3Nm Not even a month later Robinhood vertically integrating its prediction market offering through a JV w/ Susquehanna Acquiring MIAXdx (a DCM/DCO/SEF) to be its own exchange route flow to itself"
X Link 2026-02-11T01:41Z [----] followers, 65.5K engagements

"Elon Nikita + Grok hiring bodies to come for the coins @mistor @santisiri @steipete @openclaw I genuinely want crypto to proliferate on X but applications that create incentives to spam raid and harass random users is not the way. It meaningfully degrades the experience for millions of people only to enrich a few people. And yes we are launching a number of @mistor @santisiri @steipete @openclaw I genuinely want crypto to proliferate on X but applications that create incentives to spam raid and harass random users is not the way. It meaningfully degrades the experience for millions of people"
X Link 2026-02-14T19:04Z [----] followers, 56.9K engagements

"Misc Predictions for [--] - Crypto"
X Link 2024-01-02T03:31Z [----] followers, 33.5K engagements

"Kraken is probably one of the most slept on businesses in the industry with serious financial metrics. Banger year with $1.5b of top-line. Congrats to their entire team To give you a sense of where it would price in the public markets Coinbase '24E top-line is $6b and it trades at $70b EV (OO #238) Today we're sharing [----] financials for @krakenfx We exceeded $1.5 Billion in revenue more than 2x the previous year.and we're profitable. Our customers also entrust us with over $40B in custodial assets. Looking forward to [----] https://t.co/CO4BHRiZgZ https://t.co/A4YkBXKvrI Today we're sharing"
X Link 2025-02-01T01:24Z [----] followers, 29.2K engagements

"Uniswap front-end fees just hit $100m since turning on the switch. Front-end is running at $10m of fees a month over the L30 days ($120m annualized) Fun fact: Uni has raised $176m since inception. At their current run-rate front end fees alone will make back all the capital raised by September '25 (OO #243) OO #64: Uniswap now at $50m of cumulative front-end revenues since turning on the fee-switch (15bps) for its interface in October '23 ($33b of volume). Note: these fees flow to equity holders not token holders. https://t.co/VWaZxbndKR OO #64: Uniswap now at $50m of cumulative front-end"
X Link 2025-02-06T00:47Z [----] followers, 93.1K engagements

"Vlad from Robinhood dropping a laundry list of reasons to be bullish crypto at today's fireside: TLDR: w/ the new admin crypto rails will be the home to stocks commodities private company shares prediction markets memes RWAs - cross- composable and available 24/7 The future will be fun. Small excerpt below: (OO #270)"
X Link 2025-03-05T02:57Z [----] followers, 202.3K engagements

"Under-appreciated potential outcome of all the de-regulation from @GwartyGwart Robinhood has 15m MAU and already owns: - a brokerage (Robinhood app) - an exchange (Bitstamp) - wallet (Robinhood wallet) - stablecoin (USDG) Feels pretty obvious that next up is a chain (OO #273) Really starting to feel like you guys wrote a bunch of open source code for the last [--] years and Robinhood is about to come in and make all the money off of it Really starting to feel like you guys wrote a bunch of open source code for the last [--] years and Robinhood is about to come in and make all the money off of it"
X Link 2025-03-07T23:33Z [----] followers, 81.6K engagements

"Nothing to love in the Circle IPO filing and no idea how it prices at $5b: - Gross margins getting crushed w/ distribution costs - Core US market being deregulated and banks + FI's about to crash the private party - Spending over $250m / year in compensation + another $140m in G&A - Core income driver rates already topped and heading lower (90% chance of [--] cuts this year) - 32x '24 earnings for a business that just lost its mini-monopoly and facing several headwinds is expensive when growth structurally challenged TLDR: feels like a hail mary for some liquidity before the squad rolls in (OO"
X Link 2025-04-02T00:33Z [----] followers, 565.9K engagements

"Wise (aka TransferWise) is a $10b public company Their coverage map (or lack thereof) for "Truly Global Infrastructure" below is exactly the reason stablecoins are going to continue eating traditional payments Abstracting everything away stables allow anyone anywhere in the world with an internet connection to move money (in any currency) at any time. It's really just that simple. It doesn't matter whether the sender or receiver's country is supported or not. And that undeniable value prop is the reason they're going to power payments across the world (OO #315)"
X Link 2025-04-19T22:46Z [----] followers, 325.6K engagements

"Chamath's stablecoin primer just dropped. Top signal hit. If you don't hear from me it's because I'm busy selling everything. See you all again in a few years"
X Link 2025-04-28T21:59Z [----] followers, 34.2K engagements

"Goes under-reported but one of SBF's best investments was Robinhood. And he did it with size In May '22 he bought a 7.6% stake in HOOD for $546m ($9.70 /sh). Today the stock trades at $60/share making the stake Sam bought worth $3.4b or $2.9b of PNL Unfortunately creditors didn't get to realize the gains as the shares were sold back to Robinhood in Aug '23 for just $606m Don't condone any of what Sam did as his actions were illegal and have caused irreparable harm to the space and the people in it. But he did make some incredible investments Is SBF the best investor of the last [--] years The"
X Link 2025-05-16T12:41Z [----] followers, 288.6K engagements

"Coinbase + Morpho - Defi Mullet [---] now up to $197m in BTC collateralized loans o/s A few interesting stats: [----] active loans $33k avg. loan size and [----] avg LTV Imagine we start seeing caps lifted (currently $1m) and new assets (starting w/ ETH) Coinbase kingmaking Morpho w/ BTC loans is a masterclass on value capture: Step 1: Invest in the protocol (Morpho) Step 2: Use it to funnel activity to your chain (Base) Step 3: Push collateral into your own asset (cbBTC) Step 4: Lend an asset that pays you yield (USDC) Step 5: Coinbase kingmaking Morpho w/ BTC loans is a masterclass on value"
X Link 2025-05-17T05:52Z [----] followers, 31K engagements

"The Exchange-as-a-Service (EaaS) wars have begun With deregulation fintechs + neobanks are now the platforms best positioned to offer crypto access at scale Exchanges know it and theyre no longer purely chasing users. They're now competing amongst each other to become the global backends that power the full suite of crypto services (trading custody staking stables) The last couple weeks we've seen: Coinbase Webull Kraken Bunq Just the beginning many more to follow"
X Link 2025-05-18T13:28Z [----] followers, 26.9K engagements

"And just like that Axiom (YCombinator W25) hits $100m in revenue since launching just [--] months ago: - Took Cursor [--] months to hit $100m of ARR (previous record afaik) making Axiom the fastest company in YC history to hit $100m in real top-line revenue - Probably the purest example I've seen of two top-tier founders entering a highly competitive category (GMGN Photon BullX etc.) and straight up dominating with product led growth - Real innovative features (i.e. integrated X screener bundle scanner bubble maps etc) that unified disjointed workflows and made people money coupled w/ rake back"
X Link 2025-05-24T19:32Z [----] followers, 631.3K engagements

"Tether not particularly worried about the big banks entering the stablecoin arena Paraphrasing Paulo's quote below: banks will focus on the Western world while Tether is focused on the unbanked Stepping Back: - World Bank estimates 1.4B adults unbanked - Tether currently has 20M monthly active users - At 10% the unbanked population that's 140M MAU (7x current users) - At current USDT market cap ($156B) modest penetration implies (w/ heavy assumptions) a $1t+ asset base - Purely illustrative math but highlights that when swim-lanes emerge post regulation there'll be clear vectors for growth"
X Link 2025-05-26T13:09Z [----] followers, 26.8K engagements

"Before you know it Robinhood is going to be on a blockchain near you Team's hiring a PM in NY for a new multi-chain [--] - [--] product Clear that de-regulation is collapsing timelines. And the future is on it's way ahead of schedule Under-appreciated potential outcome of all the de-regulation from @GwartyGwart Robinhood has 15m MAU and already owns: - a brokerage (Robinhood app) - an exchange (Bitstamp) - wallet (Robinhood wallet) - stablecoin (USDG) Feels pretty obvious that next up is a chain (OO Under-appreciated potential outcome of all the de-regulation from @GwartyGwart Robinhood has 15m MAU"
X Link 2025-05-30T18:19Z [----] followers, 44.3K engagements

"Founder of Airwallex hasn't seen a single use case for crypto over the last [--] years Post like these are confounding and frankly make no sense to me. Here's a question - do you think Jack's answer would change if he were dropped into Afghanistan or Syria with all his money Would he park all his cash in a bank in Kabul If he didn't would he be able to get his funds out of the country onto an international platform Even if he could would it be a platform that he could trust On the platform would he be able to access treasuries and dollars Would the platform then let him move his funds off the"
X Link 2025-06-07T21:22Z [----] followers, 188.8K engagements

"The Masa Son / Milner / Facebook / ByteDance lore: TLDR: - In '09 Zuck raising a round and Yuri Milner tells him to name a price - Zuck says $10B. Milner puts in $200M - Then buys another $100M off employees at $6.5b - Masa Son passes thinks it's too expensive - Fast forward [--] years later - Facebook IPOs at $104b - Fast forward today - Facebook worth $1.7T (170x that $10b round) - Masa still views it as one his biggest misses - When Milner was asked how he got there said he'd operated a social network in Russia and already studied adoption + monetization giving him a pricing advantage over"
X Link 2025-06-15T20:24Z [----] followers, 107.3K engagements

"TLDR - Citi's Stablecoin + Crypto Plans from earnings: - Citi clients want real-time multi-asset multi-bank x-border solution w/ compliance accounting all solved - Citi Looking at [--] areas: ramps (fiat - crypto) reserve management own stablecoin + tokenized deposits - Citi Token Services: will let client move assets from NY - HK - UK instantly w/out incremental tx costs of going fiat to digital and back. Will also provide financing and liquidity - On a Zelle style bank consortium w/ BoA + JPM: need Genius Act for regulatory clarity CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN CITI'S"
X Link 2025-07-16T00:32Z [----] followers, 70.8K engagements

"At $5b of USDC Hyperliquid now accounts for 7.5% of total USDC o/s by Circle - Time for Jeff to use his holdings as leverage for a material rev share on interest - If he clips 4% its $200m of extra protocol revenue for a phone call (20% boost to $1b run rate) USDC on Hyperliquid doubles to $4.9 billion as DEX derivatives trading gains ground https://t.co/frHYSDIhIE USDC on Hyperliquid doubles to $4.9 billion as DEX derivatives trading gains ground https://t.co/frHYSDIhIE"
X Link 2025-07-22T16:50Z [----] followers, 118.7K engagements

"If anyone wants to poach a Blackrock exec current market price is $12.5m: - $7m signing bonus - $750k base + min of $750k bonus (up to $1.125m) - $4m second year bonus (minimum) ZOOMER BLACKROCK'S HEAD OF CRYPTO LEAVES BLACKROCK TO JOIN JOE LUBIN'S ETHEREUM TREASURY COMPANY SBET ZOOMER BLACKROCK'S HEAD OF CRYPTO LEAVES BLACKROCK TO JOIN JOE LUBIN'S ETHEREUM TREASURY COMPANY SBET"
X Link 2025-07-25T21:33Z [----] followers, 168.4K engagements

"Western Union contemplating opening up its payment network (+200 countries and 380k retail locations) to become a global stablecoin - fiat on and offramp Their "phone has been ringing since Circle went public" and currently running proof of concepts in South America and Africa Dropping full plans on Nov 6th and excerpt from earnings below"
X Link 2025-07-29T23:35Z [----] followers, 89.2K engagements

"Through the first half of 2025: - Coinbase done 1.6x Robinhood's retail crypto volumes - But made 4.2x more revenue ($1.7b vs. $412m) - On the back of 2.6x higher fees (1.44% vs. 0.55%) Take rate compression is almost certainly coming just a matter of when asset selection parity arrives https://twitter.com/i/web/status/1951426611703636227 https://twitter.com/i/web/status/1951426611703636227"
X Link 2025-08-01T23:35Z [----] followers, 43K engagements

"Kind of ironic that public companies are going to farm defi protocols harder than crypto natives this cycle For example here's Nasdaq listed Hyperion (HYPED) farming Kinetiq points on Hyperliquid for shareholders"
X Link 2025-08-03T14:16Z [----] followers, 125.4K engagements

"On public companies yield farming: - On-chain returns will start to compress for both LPs and airdrop farmers. More capital = lower returns - DATs will start kingmaking protocols in exchange for favorable economics (this will be the new LP deal) - The most reputable protocols on each chain will be primary beneficiaries each receiving deeper liquidity - Over time most pubcos will end up offering similar levels of yields across their token holdings - Once there's yield equivalency individual companies will start borrowing against their tokens or using incremental leverage to juice returns and"
X Link 2025-08-05T16:03Z [----] followers, 34.2K engagements

"This Credit Karma survey effectively says: if you want to sell Gen Z your finance app your best bet is to hire an influencer or double down on social media Either you'll convert users directly or you'll find your way to their friends and family who'll do your work for you"
X Link 2025-08-21T22:19Z [----] followers, 65.4K engagements

"Was curious and Circle has made $120m of cumulative revenue from USDC on Hyperliquid. Currently Circle earns $620k/day of revenue and pays token holders exactly nothing. At $5.6b Hyperliquid represents 7.6% of USDC outstanding Circle's ONLY chance of redeeming itself from the generational Hyperliquid fumble is calculating the yield that should've been returned to the network since it's existence. and swiftly depositing into the Assistance Fund you (literally) have 48hr @circle @jerallaire Circle's ONLY chance of redeeming itself from the generational Hyperliquid fumble is calculating the"
X Link 2025-09-10T16:37Z [----] followers, 39.1K engagements

"Ramp ($22.5b fintech) hiring a software engineer in NY to build out their stablecoin product. Currently power $80b / year in purchase volume across cards and pmts + have $1b in AUM w/ treasury product Its now officially more rare to see a major fintech without a stablecoin strategy than with one (Stripe Revolut Nubank Airwallex Checkout Plaid etc). Wild few years for the stablecoin space and still just getting started https://twitter.com/i/web/status/1967215468227482105 https://twitter.com/i/web/status/1967215468227482105"
X Link 2025-09-14T13:14Z [----] followers, 85.3K engagements

"Dug in and tldr: Robinhood will be spinning up its own Sequoia AND taking it public via an IPO: - Retail has long been plagued by an access problem to the best of the private markets and Vlad solving it - Robinhood Ventures being set up to invest elite private companies (i.e. SpaceX Anduril OpenAI etc.) across categories - Fund will be listed publicly allowing retail investors to own and trade shares on a public exchange Personally think it's a great access product for retail that leverages a top-tier brand to avoid the adverse deal selection issues Would bet that 10-years from now Robinhood"
X Link 2025-09-15T14:39Z [----] followers, 108.6K engagements

"SoFi ($33b public fintech turned bank) about to go full-tilt crypto: Going to offer crypto + fiat banking for businesses Will be launching a stablecoin to their 12m members Plan to dogfood their stable across their platform + SofiPay and will likely offer it w/ 4% yield and no interchange for merchants Using their bank they'll orchestrate x-border pmts w/ stables and fiat. Going to distribute stablecoin + pmts capabilities through their tech platform Galileo (100m connected accounts) Re-launching their retail brokerage by eoy (turned off in '23 bc of regs w/ their banking charter). Will also"
X Link 2025-09-28T15:11Z [----] followers, 24.6K engagements

"PayPal now paying 4% on Venmo to holders of their stablecoin PYUSD For context Venmo has [--] million monthly users vs. Coinbase at [--] million Crypto is going mainstream and heavy distribution channels are being tapped PYUSD stablecoin now up to $1.6b supply o/s up 160% from $700m just a year ago Currently paying $200k/wkly on Kamino (10.8% APY) Interesting case study on continually jamming incentives via defi to bootstrap supply of their stable Seeing the strategy permeate across their https://t.co/8DINHTtu09 PYUSD stablecoin now up to $1.6b supply o/s up 160% from $700m just a year ago"
X Link 2025-10-03T14:15Z [----] followers, 111.5K engagements

"The crypto wallet -- neobank transition in real time what started w/ spot crypto trading has grown to staking + perps (via Hype) + tokenized equities + Phantom Cash stablecoin (via Bridge) + Visa debit rails + fiat ramps to and from your bank not an investor just a fan of their butter ux + product Using your crypto to pay for things in the real world feels like magic. It's like being a video game character but accidentally spawning IRL with all your powers. Phantom Cash coming soon 💰 https://t.co/UnuiId1AJd Using your crypto to pay for things in the real world feels like magic. It's like"
X Link 2025-10-09T03:40Z [----] followers, 50.5K engagements

"One of the most obvious directional bets in crypto is longing mobile wallet adoption Looking at the a16z report there's now 41m monthly mobile wallet users. And if you size it relative to their reported 180m monthly active addresses = 23% mobile penetration*. A good benchmark ex-crypto is mobile banking in the US which sits at 70% penetration (WorldBank) When you zoom out crypto's form factor of the future is almost certainly your phone especially as action parity relative to desktop is now close to equivalent This directional trend is a big part of the reason why wallet and wallet infra"
X Link 2025-10-24T00:59Z [----] followers, [----] engagements

"So looks like Western Union is going to take the swing at pivoting into a global fiat - stablecoin on/off ramp Currently running trials across markets and testing w/ their treasury solutions Have a partner (+partners) lined up to focus on serving underserved geos w/ limited banking infra Also expanding capabilities to allow customers to hold/move stablecoins Solid yolo for a business that's in some trouble If it's moderately successful imagine any one of the crypto exchanges payment companies or stablecoin players takes a serious look at it (despite the hair) as an acquisition Western Union"
X Link 2025-10-25T22:57Z [----] followers, 133.5K engagements

"Been playing with Robinhood's event contracts and clear the underlying Kalshi / ForecastEx fees of $0.01/share make any market w/ 30% probability untradable Vlad is customer focused and I'm sure he sees it in the data so I give it [--] years before he cuts them off and launches his own markets Ex-US he'll use his new-chain and freshly acquired venue Bitstamp (was never going to be just spot and perps) to offer markets. In the US the regulatory apparatus is a big challenge. So would guess he either uses a new partner acquires and vertically integrates or renegotiates extremely hard on fees"
X Link 2025-10-26T17:12Z [----] followers, 93.5K engagements

"Venmo enabled external PYUSD transfers can now send stables from the app to an external ETH address Shockingly good ux: abstracted gas minimal fees (2c on a $10 transfer) and fast (2 mins from send) Grand convergence playing out hard line between crypto and irl money being erased in real time PayPal now paying 4% on Venmo to holders of their stablecoin PYUSD For context Venmo has [--] million monthly users vs. Coinbase at [--] million Crypto is going mainstream and heavy distribution channels are being tapped https://t.co/Z4kJzHNieS PayPal now paying 4% on Venmo to holders of their stablecoin"
X Link 2025-11-01T17:26Z [----] followers, 74.2K engagements

"Vlad outlining his US prediction market playbook: Turn venues into commoditized pipes Route flows from +26M accounts to best pricing Leverage distribution to fix UX Solves low % markets issues (double fees i.e. Kalshi) Saves users money and boosts platform $ balances Distribution wins again Been playing with Robinhood's event contracts and clear the underlying Kalshi / ForecastEx fees of $0.01/share make any market w/ 30% probability untradable Vlad is customer focused and I'm sure he sees it in the data so I give it [--] years before he cuts them off and launches Been playing with Robinhood's"
X Link 2025-11-06T21:40Z [----] followers, 65.2K engagements

"Phantom now at $10m of cumulative revenue via Hype builder codes. Over L24h Phantom users did $135m of volume or 1.6% of total Hyperliquid perp volume Phantom Hyperliquid integration will be the case study on how any app can become a global multi-asset super app overnight w/ a simple integration L30d: Phantom done $5.4b of vol (45% BTC) over 31k users; generating $2.7m of revenue $87 rev/user The crypto wallet -- neobank transition in real time what started w/ spot crypto trading has grown to staking + perps (via Hype) + tokenized equities + Phantom Cash stablecoin (via Bridge) + Visa debit"
X Link 2025-11-13T05:39Z [----] followers, 45.6K engagements

"Every fintech hunting for users online; but moomoo $FUTU going old-school and opening physical locations KL Australia Toronto NYC in Q1 irl help (huge) coffee trading terminals meetups Genius acq/retention strat for a growing intl biz in a v competitive digital world"
X Link 2025-11-21T05:15Z [----] followers, [----] engagements

"On card programs (especially in crypto) companies will launch them even if they're unprofitable at a surface level bc they're best-in-class user funnels that can be monetized indirectly I.e. 56% of Gemini's US acquired transacting users in Q3 came via their cc product (up to 4% crypto back) I.e #2 Coinbase had $100m of spend on their card (up to 4% BTC back) from launch to the end of Q3. Over the same period those card members deposited $200m on platform W/ these programs once a user spends their crypto ends up on platform - with the user on the venue the exchange / provider can then monetize"
X Link 2025-12-12T00:28Z [----] followers, 15.9K engagements

"At earnings Interactive Brokers highlighting temperature prediction markets doing the most volume on platform The $IBKR roadmap effectively going to be the institutional playbook: add in electricity + nat gas mkts Over-time add full suite for clients to hedge specific exposures without going to futures / OTC derivs mkt At scale the data from those markets can then be used to power real-time portfolio activity for investors I.e. retail books can auto-tilt exposure based on market moves (i.e. implied lower temps in Florida- lower crop yields - compressed margins and earnings for food retailers"
X Link 2026-01-21T02:31Z [----] followers, 39.2K engagements

"@0xperp IBKR doesnt do sports markets: https://forecasttrader.interactivebrokers.com/eventtrader/#/markets https://forecasttrader.interactivebrokers.com/eventtrader/#/markets"
X Link 2026-01-21T02:44Z [----] followers, [---] engagements

"Coinbase x Morpho is the posterchild for crypto mullet: CeFi frontend + defi rails under the hood Users borrow cash while Coinbase dogfoods its full stack (cbBTC Base chain Exchange USDC Wallet) Bitcoin loans o/s are now up to $1b (+5x in [--] months) 22k active loans 50k avg loan size [----] avg LTV Pretty easy to imagine how the mullet will be grown out for non-crypto native assets (i.e. CB stock) Coinbase + Morpho - Defi Mullet [---] now up to $197m in BTC collateralized loans o/s A few interesting stats: [----] active loans $33k avg. loan size and [----] avg LTV Imagine we start seeing caps lifted"
X Link 2026-01-27T06:16Z [----] followers, 37.4K engagements

"Met @bamazizimesh a couple years ago and it's been impressive to watch his execution masterclass ever since. Today we're thrilled to finally partner together as he and the entire @meshpay team build out the connective tissue for the digital financial world; enabling the seamless movement of funds and tokenized assets all on the back of a single integration. Milestone round and the best is yet to come Mesh Connect secured a $1 billion valuation after a recent $75 million funding round https://t.co/IjKyRrludH Mesh Connect secured a $1 billion valuation after a recent $75 million funding round"
X Link 2026-01-27T17:07Z [----] followers, [----] engagements

"Congrats to @MoneroMahesh and @DAnconia_Crypto. Big day for two of the finest 1/ Were thrilled to announce EV3 Venture Fund II an oversubscribed $61.74M early-stage venture fund dedicated to backing entrepreneurs with generational drive and ambition. Were tripling down on crypto with bigger checks and deeper involvement. Watch the EV3 Vision Below: https://t.co/ORVgwg9NnP 1/ Were thrilled to announce EV3 Venture Fund II an oversubscribed $61.74M early-stage venture fund dedicated to backing entrepreneurs with generational drive and ambition. Were tripling down on crypto with bigger checks and"
X Link 2026-01-29T15:11Z [----] followers, [----] engagements

"ADD in the token markets visualized The great crypto bull market of Jan [--] - Jan [--] [----] The great crypto bull market of Jan [--] - Jan [--] 2026"
X Link 2026-01-29T17:04Z [----] followers, [----] engagements

"Lmao crypto is the only industry on the planet where a [--] month vesting delay is considered a "long-term decision" https://t.co/kNdLFmaupl https://t.co/kNdLFmaupl"
X Link 2026-02-02T04:16Z [----] followers, [----] engagements

"HIP-4: Prediction Markets officially coming to Hyperliquid"
X Link 2026-02-02T14:18Z [----] followers, [----] engagements

"One of the first disclosures I've seen of carnage from 10/10 Nomura reporting JPY 10.6bn (US $68m) of losses related to their crypto arm Laser Digital this q CFO directly outlined the losses were driven by "digital asset market movements observed in October and November" Says there had been "some long positions" in Oct/Nov + that they "had some long positions" and are now "reducing the volume of risk" Lots of others will go unreported given they're not public but just an example of the sizable damage felt throughout the industry on 10/10 ----------------------------------------------------- A"
X Link 2026-02-03T00:33Z [----] followers, 45.2K engagements

"Another banger year from Kraken w/ $2.2b of revenue and $530m of adjusted EBITDA. Criminally slept on business in the space that's finally starting to get some credit. Thing most missed was the leadership transition re-architected the entire DNA of the company. Can now see it play out w/ the range of acquisitions (Ninja Trader Breakout Xstocks) the approach to their institutional business the adoption of equities + payments + licenses and the strategic approach they're taking to Ink Congrats to the team awesome stuff and wishing them luck as they head down the path to IPO *Also new Payward"
X Link 2026-02-04T02:24Z [----] followers, 25.3K engagements

"For those curious: https://blog.kraken.com/news/kraken-2025-financials https://blog.kraken.com/news/kraken-2025-financials"
X Link 2026-02-04T02:25Z [----] followers, [----] engagements

"The contrast between the bloodbath in liquid crypto markets and term sheets flying around the private markets is a sight to behold"
X Link 2026-02-04T15:25Z [----] followers, 22.3K engagements

"Tom Lee and Michael Saylor can do the funniest thing rn Worst traders in the space Tom lee is down $8000000000 and Saylor is down $13000000000. https://t.co/c2LTSDhlSO Worst traders in the space Tom lee is down $8000000000 and Saylor is down $13000000000. https://t.co/c2LTSDhlSO"
X Link 2026-02-06T00:51Z [----] followers, [----] engagements

"Typically don't see many 1st party stats from crypto media. But w/ Bullish reporting we get a look at Coindesk: Avg monthly unique visitors down 42% in '25 vs '24 (2.9m vs. 5.0m) Total page views down 13% in '25 (111.4m vs. 128.2m) Quantifies something that's been somewhat apparent this year with all the AI action. Fewer people are interested in crypto. But for those who are still here they're highly engaged (50% higher pv/unique y/y) Volatility is Satoshis gift to the faithful. - Michael @saylor https://t.co/dW8AIQdoWV Volatility is Satoshis gift to the faithful. - Michael @saylor"
X Link 2026-02-07T00:17Z [----] followers, 10.6K engagements

"The rate data above just an index of insured bank + CUs weighted by deposits calculated by the FDIC. To your point 2% and higher at a number of FIs. But thats not representative of what people are earnings on balances. Figure highlighted above is just what it looks like for the avg balance across the country https://twitter.com/i/web/status/2020591605950943682 https://twitter.com/i/web/status/2020591605950943682"
X Link 2026-02-08T20:12Z [----] followers, [---] engagements

"And just like that Mr. Beast is now a banker About to swag his 1.4b uniques (15% of the world pop) / 2.8b eyeballs into Bank of Beast customers Offering 3.0% on savings $250 in instant loans (paycheck advance) a credit building product and up to 10% cashback on spend No need to sell ads when you can sell financial services I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial"
X Link 2026-02-09T18:16Z [----] followers, 32.8K engagements

"Tap to pay is now 79% of global face-to-face txs. Feels obvious but the best payment UX is no UX. No one actually likes paying they just want it to be over"
X Link 2026-02-10T18:06Z [----] followers, [----] engagements

"@BrotherMuozone @cobie Haha was tongue in cheek but just standard goodwill accounting. Language around it made it fun to read"
X Link 2026-02-12T23:16Z [----] followers, [----] engagements

"@bleuonbase @icobeast Ya see a bunch of these RL jobs across the frontier model providers and even through platforms like Mercor. Everyone trying to embed human intelligence into their offerings. If you look at the Nikita QT + this post kind of gives a sense where their crypto product is heading"
X Link 2026-02-14T20:16Z [----] followers, [--] engagements

"Axiom (YCombinator W25) now up to $179m in top line revenue since launching in [--] months ago in January Was the fastest company in YC history to hit $100m in top-line afaik (did it in [--] months). And about to be the fastest to hit $200m Currently running at $1-3m of top-line fees daily on $100-$300m of spot volume Product led growth story continues to keep the team ahead of a hungry pack (GMGN Trojan BullX). Over the last two months pushed new features which include: Pump live monitor KOL scanner multi vendor bubble maps dev funding venue holder avg entries etc. Net-revenue margins (fees less"
X Link 2025-07-21T20:24Z [----] followers, 32.4K engagements

"Great thread from one of the best on the subtle design nuances that separate Hype from the other venues And if you like the topic "Nudge" by Thaler is a worthwhile read (i.e. ever wonder why there's a picture of a fly in most urinals). Breaks down the ways all our actions are influenced. Was recommended to me by @travsteph and since reading shocking to see all the micro manipulations across all facets of our daily lives Hyperliquid is an addictive app that puts you in a flow state similar to the best designed slot machines. This is why people use it and have trouble stopping. Hope this helps"
X Link 2025-07-25T14:34Z [----] followers, 25.6K engagements

"Robinhood earnings TLDR: - Funded customers up 10% y/y to a record 26.5m - Platform assets up 99% y/y to a record $279b - Retirement AUC up 118% y/y to a record $19b - Cash Sweep up 56% y/y to a record $33b - Margin Book up 90% y/y to a record $9.5b - Equity Trading up 112% y/y to a record $517b - Option contracts volume up 32% y/y to a record 515m Vlad's a chad. Congrats to the team (and shareholders)"
X Link 2025-07-30T20:50Z [----] followers, 32.7K engagements

"Tether now holds $106b of US treasuries directly making it a larger creditor to America than G7 countries Germany ($102b) and Italy (under threshold). If it were a country it's direct holdings would make it the 19th largest foreign holder in the world Tether just released its quarterly attestation for Q2 [----]. Highlights as of 30th June 2025: * 157.1B total issued USDt end of Q2 [----]. * 162.5B total assets/reserves end of Q2 [----]. * 5.47B excess reserves on top of the 100% reserves in liquid assets that back all issued https://t.co/XYVmueWZ0G Tether just released its quarterly attestation for"
X Link 2025-07-31T15:26Z [----] followers, 51.2K engagements

"Remitly on their stablecoin play at earnings today: - Lets international customers hold a less volatile currency (USD) in their Remitly Wallet - Give customers the option to now send those funds to anyone in the world with a wallet - Enables customers to offramp via bank in person pickup or door to door delivery (i.e. the Dominican) - Interestingly Remitly also leveraging stables at a corporate level for FX treasury and cash management thrilled to support @remitly one of the leading global money platforms as they bring stablecoins to millions together Bridge + Remitly will deliver faster"
X Link 2025-08-07T02:24Z [----] followers, 22.5K engagements

"The highest paying crypto jobs are in infrastructure ($288k median) and AI ($400k median) You can read the full survey here: https://t.co/jmUqK7uleo You can read the full survey here: https://t.co/jmUqK7uleo"
X Link 2025-08-08T01:23Z [----] followers, 11K engagements

"Deloittes [--] survey shows why Gen Z & Millennials are hyper-gambling across asset classes: - 52% live paycheck to paycheck - 48% of Gen Z & 46% of Millennials feel financially insecure (up from 30% & 32% in 24) - 40% fear theyll never retire comfortably - 35% struggle to cover monthly expenses Desperation + lack of hope are why they're letting it rip 65% of Gen Z believe that investing is their best shot at becoming a millionaire per Harris Poll. 65% of Gen Z believe that investing is their best shot at becoming a millionaire per Harris Poll"
X Link 2025-08-08T19:00Z [----] followers, 54.1K engagements

"OpenAI employee secondary at a $500b valuation w/ $12b of ARR and 700m MAU would imply pricing at 42x run-rate and $714 / MAU - Would be a quick $200b (Robinhood + Paypal + Snap + Lyft) increase from April's $300b valuation OpenAI launched its most advanced language model Thursday with the release of GPT-5 a flagship product the company says will enhance ChatGPT as it reportedly nears a $500 billion valuation. (Photo: Leon Neal via Getty Images) https://t.co/hfy3Bk7tEx https://t.co/OZOxuL1mwD OpenAI launched its most advanced language model Thursday with the release of GPT-5 a flagship"
X Link 2025-08-09T14:49Z [----] followers, [----] engagements

"Circle down 6% after hours post announcing a 10m share offering (2m shares being sold by the company and 8m from existing holders including management). Here's the list of everyone selling:"
X Link 2025-08-12T21:40Z [----] followers, 21.3K engagements

"This will play out in the months ahead but interest rate cuts are horrendous for rate sensitive names like Circle - A 100bps cut slashes run rate gross revenue by $618m (-23%) gross profit $303m (-30%) and margins 3.3% - Valuation wise takes an expensive stock trading at 42x EV/rr gross profit up to 60.4x (50% more pricey) - To offset the impact need to have USDC supply grow by $28b (44% of today's $64b) to stay neutral - With cuts assuredly coming it's why you saw a huge $1.5b share sale yday and why Circle is rushing to push products that monetize tx flow (CPN and Circle chain) Treasury"
X Link 2025-08-13T12:16Z [----] followers, 92.9K engagements

"First time seeing a DAT with a pre-launch token and was curious so here's the Alt5 (ALTS) + World Liberty Financial (WLFI) sensitivity w/ FDV overlayed. Alt5 stock is trading at $7.19 or 1.1x MNAV Recent $1.5b private placement for 7.5% of the supply was done at $0.20 (in-kind) implying WLFI FDV of $20b. Whales market currently pricing it at 23b FDV but liquidity is pretty thin Governance proposal passed in July to make the publicly sold WLFI tokens freely tradable. And from the public filings looks like a portion will trade w/ balance on an unlock schedule. Timing is largely still unknown"
X Link 2025-08-15T02:31Z [----] followers, 24.8K engagements

"Circle (CRCL) secondary ended up pricing at $130/share heavy 20% discount to the $163 close when announced. Pretty juicy spread for the buyers Mgmt and lots of funds sold in the offering: IDG ($150m) GC ($145m) FMR ($100m) Breyer ($100m) Oak ($86m) Accel ($77m) and Marshall Wace ($62m). Coinbase also sold $60m (but still have $1b of stock) Circle down 6% after hours post announcing a 10m share offering (2m shares being sold by the company and 8m from existing holders including management). Here's the list of everyone selling: https://t.co/QNCDoHLOTy Circle down 6% after hours post announcing"
X Link 2025-08-16T14:02Z [----] followers, 11.3K engagements

"The Esports for AI Thesis: gamers are the devs models are the games and Polymarket is the arena What happens when you have a Polymarket for betting on model performance on this I love the infinite recursion possibilities here What happens when you have a Polymarket for betting on model performance on this I love the infinite recursion possibilities here"
X Link 2025-08-18T04:57Z [----] followers, 31.8K engagements

"Fun fact: In the last [--] months 25% of new crypto investors on Nubank purchased USDC (a USD stablecoin) as their first transaction OO #164: Nubank launches USDC swaps from BTC / ETH / SOL / UNI Fintech neobanks gradually becoming crypto trading hubs https://t.co/uf4xtlq95o OO #164: Nubank launches USDC swaps from BTC / ETH / SOL / UNI Fintech neobanks gradually becoming crypto trading hubs https://t.co/uf4xtlq95o"
X Link 2025-08-19T02:41Z [----] followers, 11K engagements

"On the surface Q2 crypto was rough for COIN & HOOD: - COIN Q2 retail crypto volumes: -45% q/q - HOOD Q2 crypto volumes: -39% q/q But the real Q2 story was retail volumes had actually moved over to DAT land. Which contributed to HOOD printing record volumes across equities and options and its stock running to an ATH. Meanwhile COIN shareholders were fully sidelined from the move As crypto matures and the arena changes crypto volumes won't show up in the same places they always have #1 Winner from growth of DATs crypto equities Robinhood. Returns in last [--] year $HOOD +467% $BTC +97.3% $ETH +63%"
X Link 2025-08-20T01:55Z [----] followers, 15.8K engagements

"Seeing Ripple's credit agreement in the Gemini filing is a gentle reminder of the behemoth they've morphed into Over the last [---] years they've bolted on a prime broker (Hidden Road) a PSP (Rail) an EVM chain (XRPL EVM) and a stablecoin (RLUSD) Now we're watching as they weave them all together and turn XRP into a full stack financial services firm. Really impressive execution by a team that doesn't get enough credit No such thing as the August doldrums at @Ripplevery excited to share that were acquiring @RailFinancial Ripple + Rail together will be THE go-to provider of stablecoin payments"
X Link 2025-08-23T13:28Z [----] followers, 33.1K engagements

"Multiples in the public markets now blowing out and giving '21 a run for its money. The high growth names (25% NTM growth) now up to 29.3x EV/NTM revenue This time it's not quite an everything rally. The high-end high-growth public market darlings (Palantir - 75.5x Figma - 30.5x Cloudflare - 28.1x) all trading at hefty premiums while everything else still moderately priced: full list of software names trades at 4.9x NTM Important to keep in mind that most names have real AI headwinds; which largely drives the tale of two worlds. But with JPow caving in Jackson Hole feels like we're on the"
X Link 2025-08-24T14:06Z [----] followers, 13.1K engagements

"Official timeline for Hyperliquid stablecoin proposals + vote now released: - Proposals due Sep [--] at 10:00 UTC - Validators to state who theyre voting for by Sep [--] at at 10:00 UTC - Validators vote on Sep [--] btwn 10:00 - 11:00 UTC *Make sure to stake with a validator whose view you support as the validators stake = their voting power (Side note: is it time to run back the CRV/CVX wars) Hyperliquid finally gearing up to launch its own stablecoin: - Theres $5.5b of USDC on deposit on Hype implying + $220m of incremental rev (17% bump) for token holders (at 4% rates) when fully swapped to USDH"
X Link 2025-09-07T10:51Z [----] followers, 12.9K engagements

"Im biased as an investor but the Agora consortium with Rain LayerZero and Etherfi is a good as a Hyperliquid stablecoin proposal gets A $49t custodian in State Street. A $130B asset manager in VanEck. And a killer group of teams of working together to offer stablecoin infra fiat rails licensing real world spending w/ Visa and on chain interoperability. Theyre also funneling 100% of Stablecoin net revenue back to the community Theres no conflicts with competing chains. And no scalability issues. Irrespective of how it plays out lots of really great proposals and the real winner will be the"
X Link 2025-09-07T18:21Z [----] followers, 19.1K engagements

"Beyond excited to back @santiagoroel @dannheim_ @georgecalle_ and the entire @inversion_cap team as they invert the world and bring it on-chain What impresses me the most about Santi is that hes willing to go entirely against the crowd with a net new idea and is very literally going to the ends of the world to make it reality So pumped for everything ahead for Inversion This is very much just the beginning 1/ Were excited to announce Inversions seed round led by @dragonfly_xyz with support from some of the best minds in crypto. Thank you @HadickM @hosseeb and @TheOneandOmsy for believing in"
X Link 2025-09-08T12:40Z [----] followers, 40.8K engagements

"BlackRock now makes over a quarter billion dollars a year from crypto and they did it in 2years"
X Link 2025-09-19T16:30Z [----] followers, 41.7K engagements

"Tether raising $20b at $500b. W/ $5.5b of cash/btc /equity on the bal sheet and using a blended 4% return on the $173b of USDT o/s implies 68x EV/run-rate rev Tether issuer of the worlds largest stablecoin is in talks with investors to raise as much as $20 billion a deal that could propel the crypto firm into the highest ranks of the worlds most valuable private companies https://t.co/34rx0HGO3T Tether issuer of the worlds largest stablecoin is in talks with investors to raise as much as $20 billion a deal that could propel the crypto firm into the highest ranks of the worlds most valuable"
X Link 2025-09-23T20:29Z [----] followers, 82.5K engagements

"PYUSD stablecoin now up to $1.6b supply o/s up 160% from $700m just a year ago Currently paying $200k/wkly on Kamino (10.8% APY) Interesting case study on continually jamming incentives via defi to bootstrap supply of their stable Seeing the strategy permeate across their business now paying 4% to PYUSD holders via Venmo TBD on durability but paying users to hodl the stable appears to be working (launched from [--] in Aug '23) OO #55: Paypal's PYUSD continues to grow supply w/ incentives. Up to $580m now after starting from scratch [--] yr ago. Paying 20% w/ boosted APY to supply on Kamino. If the"
X Link 2025-09-25T00:14Z [----] followers, 29.2K engagements

"Plasma launched today and trading at $12b FDV (congrats to everyone that invested) Applying Tethers 68x multiple and assuming you believe the market prices them similarly implies Plasma generates $176m of revenue a year from the chain Would need $4b of USDT on Plasma for the year to backdoor that number with full chain value capture Well see how stablecoin balances and pricing evolve post launch. Wishing everyone the best and token valuation will serve as a good comp for the various stable chains dropping this year (i.e. Circle and Stripe) Tether raising $20b at $500b. W/ $5.5b of cash/btc"
X Link 2025-09-25T21:09Z [----] followers, 74.1K engagements

"Random anecdote from Token: caught up with someone running a few billion dollar retail book thats only equities and bonds but whos clients want crypto exposure Book spits off 3% in yields annually. Clients arent looking to deploy new money but are down to create exposure. So what manager does is they allocate the new dividend cash ($90m annually) generated 80/20 BTC and ETH People still dont appreciate it but theres a quiet passive perpetual bid that now exits with the ETFs for BTC / ETH. It will happen week after week and month after month. And itll continue to drive flows and propel asset"
X Link 2025-10-01T15:20Z [----] followers, 17.4K engagements

"Bill Ackman on Saylor's Strategy (fka MicroStrategy) Bitcoin companies leverage and the '20s Trust boom. (TLDR: be careful w/ heavily levered BTC cos w/ big premiums - cuts hard the other way if things reverse): "Yes. So I think the whole crypto space is sort of interesting but not something that's relevant from an investment perspective for Howard Hughes. And no we're not going to build a Bitcoin trust company. But interesting on Bitcoin trust companies. So I talked about The Investment Company Act of [----]. So in the [----] -- Andrew Sorkin is coming out with a book called [----] and I read one"
X Link 2025-10-04T17:45Z [----] followers, 23.4K engagements

"Uniswap front-end fees now up to $133m all flowing to equity holders none to token holders Token down 80% from its ATH. Sits at $8b FDV / $5b mcap makes $0 used as free compensation and subsidizes all of Unichain Incentives between equity holders + token holders are just completely misaligned Uniswap equity holders are incentivized to keep all the front-end fees in-house and use the token as a slush-fund to fuel growth without ever returning any value. And that's what we've seen; equity reaps the value token holders take a bath As long as the token continues to trade in the HSD billions on"
X Link 2025-10-06T02:49Z [----] followers, 114.3K engagements

"Still remember being in diligence in '23 and @shayne_coplan saying "Polymarket is going to be the world's truth market" Hear a lot of bold visions as an investor but rarely see them become reality. Shayne's just built different. He battled through unparalleled adversity and turned a fringe category into a mainstream market that's redefined the way the world prices information So happy for him and the team. Despite all their success the @Polymarket story is just getting started Markets on everything. Were proud to announce that $ICE the owner of @NYSE and the largest exchange company in the"
X Link 2025-10-07T14:04Z [----] followers, 25.7K engagements

"BlackRock CEO Larry Fink teeing up the tokenization of their $5 trillion iShares ETF complex at earnings today When it happens users will be able access equities bonds crypto and commodities all through their digital wallets and all on-chain Will be game changing ux for everyone when its all wired (or wrapped) across defi for full x-composability BlackRock now makes over a quarter billion dollars a year from crypto and they did it in 2years https://t.co/KIoWiw7Xwr BlackRock now makes over a quarter billion dollars a year from crypto and they did it in 2years https://t.co/KIoWiw7Xwr"
X Link 2025-10-14T22:09Z [----] followers, 17.1K engagements

"Even the devs think the world's payments won't live on Ethereum I am excited to announce that I will be joining Tempo. This last year has been a turning point for crypto where we have finally seen the outlines of our vision being materialized. While payments used to be front and center in the early days of crypto I see a special opportunity I am excited to announce that I will be joining Tempo. This last year has been a turning point for crypto where we have finally seen the outlines of our vision being materialized. While payments used to be front and center in the early days of crypto I see"
X Link 2025-10-17T16:01Z [----] followers, 21.9K engagements

"The retail bankers are losing their minds over interest on stablecoins. Comical to watch them make greater good arguments as if they're divine entities Might be hard to believe but people just want the interest THEIR money earns No one wants to put their cash in a FI that punts on asset liability mismatches and pockets the spread for themselves Big Banks are ruthlessly targeting our friends at @Coinbase and @KrakenFX to protect their turf. The @ABABankers claim that allowing crypto exchanges to pay interest on stablecoins would be a detriment. Translation: competitions winning."
X Link 2025-10-22T16:46Z [----] followers, 13.5K engagements

"Collapse of Tron's stablecoin dominance well underway TRX stablecoin payment market share has dropped from 66% (Sep'24) to 48% in just under a year Faster cheaper and trusted alternatives w/ liquidity all eating into TRXs bread and butter. (i.e. Base Codex Plasma SOL BNB) Still haven't seen the impact from the new chains that are coming out in the next [--] months (i.e. Tempo Arc Stable) but it's safe to guess it won't be good More data on TRX and everything else going on in the stablecoin landscape in our updated report below INTRODUCING: Part [--] of our Stablecoin Payments Report Co-written"
X Link 2025-10-24T16:31Z [----] followers, 17.7K engagements

"And Western Union taking their stablecoin swing: formally announced their Digital Asset Network (last mile global stablecoin ramps) + their USDPT stablecoin Stock up 5.4% on the news / $150m in market cap. Stablecoin goes live in [----] on Solana WU spans 200+ countries and 380k retail locations so when live will open up the crypto world to their network. Continue to believe it'll be a real acquisition target in the event of any material uptake So looks like Western Union is going to take the swing at pivoting into a global fiat - stablecoin on/off ramp Currently running trials across markets"
X Link 2025-10-28T19:06Z [----] followers, 21.1K engagements

"A few misc thoughts from the COIN double-beat: Deribit added $52m of top-line in [---] months of Q3. Implies $400m of run-rate incremental top-line making $2.9b an accretive pick up (COIN trades at 12.9x LTM) that rounds out their trading offering w/ options + derivs Uptick in on-platform Coinbase USDC balances will make $COIN more $ from USDC stablecoin than Circle. USDC on platform balances ($15b) generated $159m of revenue while off-platform balances ($53b) generated $196m (this is the split post waterfall w/ $CRCL). Coinbase OneCard is scaling and 4% BTC rewards appear working nicely. Been"
X Link 2025-10-30T22:05Z [----] followers, 31.1K engagements

"Funny to see the triggered responses to this tweet. Think it's because deep down a lot of people built businesses that they know have no chance out-competing an incumbent with 60m MAU and global distribution For the last # of years the arbitrage was stitching together some APIs and building a company on the back of risk a regulated company couldn't stomach But that ship has now sailed with regulatory clarity. And people now have to compete on product. And the reality is they were never any better. They just took more risk So the easy thing to do is FUD Venmo's speeds (which are identical to"
X Link 2025-11-03T04:35Z [----] followers, 18.2K engagements

"Fee switch is great but w/ proposed $Uni budget of 20m tokens / year = Uniswap would be operating at -$98m run rate loss Token trading at $8.40 $7.5b FDV (post the burn) and $5.2b MCap. Need volumes to 2.4x to breakeven (assuming minimal aggregator revenues) at the protocol level. If it doesnt holders end up eating $96m of net losses funded w/ sales of the token Quick math: *BW Uni Fees (filtered 4wash): +$72m Less $UNI 20m budget at $8.40: -$168m = Uniswap Net Revenue: -$96m Uni Token Budget in Proposal: We propose governance create an annual growth budget of 20M UNI distributed quarterly"
X Link 2025-11-12T03:38Z [----] followers, 21.8K engagements

"Hyperion $HYPED DAT putting its Hyperliquid tokens to good use through its HAUS platform (Hype Asset Use) 100k Hype to trading firm Credo to use for discounted fees on the exchange (profit share on fee savings) 500k Hype to Felix to use for its HIP-3 markets (profit share on fees generated via those markets) Partnership w/ Native Markets for USDH markets DATs are slowly becoming some of the largest token suppliers across defi and in turn facilitating a range of ecosystem activity Kind of ironic that public companies are going to farm defi protocols harder than crypto natives this cycle For"
X Link 2025-11-14T23:47Z [----] followers, 43.5K engagements

"Some serious dissonance between Coinbase "coining" everything and paying token holders "nothing" in their Vector acquisition (built by Tensor) TNSR token holders just had their best asset stripped and got $0 in return If this continues people will just stop buying tokens a few questions here: 1) who was buying this token pre-acquisition announcement 2) who is going to run @tensor_hq (trading at $220m fdv) if the team and other asset is moving to @coinbase ------- i assume (2) has good answer but it must be communicated w/ public token trading https://t.co/N9vkANY7ks a few questions here: 1)"
X Link 2025-11-21T14:45Z [----] followers, 145.8K engagements

"4 years later Altcoins still haven't recovered. At $890b altcoins are 41%/$610b below their $1.5t ATH in Nov '21"
X Link 2025-12-02T03:23Z [----] followers, [----] engagements

"DATs starting to go out on the risk curve to earn returns staking yields. @FWDind discussing plans to use their LST (fwdSOL) for LP yields (i.e. Kamino Drift) and as collateral to borrow $ and earn higher yields deploying on-chain Natural evolution to stretch in a mkt w/ both DAT competition and passive staked SOL alternatives (i.e. BSOL - Bitwise staked SOL ETF) *Fwiw from my knowledge of the team they'll be extra cautious and smart risk managers (definitely NFA). But no free lunches in finance and it's all fun + yield until someone gets rugged (they're transparent about the risk). I wish"
X Link 2025-12-05T13:41Z [----] followers, [----] engagements

"Yup - each piece was bang on. Buy the rumor and the news BTC more than doubled from $44k ishares clear leader Grade:✅ https://x.com/TheOneandOmsy/status/1742028462964047946s=20 [--]. Spot Bitcoin ETF Gets Approved but is not Priced In ($44k today) - News comes in early Jan - Becomes both a buy the rumor and the news trade - BTC Beta drives the industry higher - IShares ETF leads the AUM pack in [--] https://t.co/6Tua7kcEo0 https://x.com/TheOneandOmsy/status/1742028462964047946s=20 [--]. Spot Bitcoin ETF Gets Approved but is not Priced In ($44k today) - News comes in early Jan - Becomes both a buy the"
X Link 2025-12-29T21:31Z [----] followers, [---] engagements

"Yup. USDT dominance at the time was 71% ($99b/$139b). At the end of '24 it was 67% ($137b/$203b). Today it's 62% ($187b/$304b) Grade:✅ https://x.com/TheOneandOmsy/status/1742028485986533586s=20 [--]. Tether Loses its Dominance - USDT on Tron (aka the Web3 Eurodollar market) was the most uninvestable trade in crypto - Some top notch competitors are launching in the collateralized stable space - Trust is the name of the game and well see Tether market share shrink in [--] https://t.co/lyOa9FDUff https://x.com/TheOneandOmsy/status/1742028485986533586s=20 [--]. Tether Loses its Dominance - USDT on Tron"
X Link 2025-12-29T21:31Z [----] followers, [---] engagements

"Misc. Predictions for [--] - Crypto"
X Link 2026-01-01T22:36Z [----] followers, 21.6K engagements

"1) Western Unions $WU pivot to stablecoins ends the year without meaningful traction (USDPT $2b). But the little momentum it does have convinces the market the business isn't dead and the stock ($9.31 today) ends up outperforming both the Russell 1k and 3k"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"2) Uniswap $UNI token holders realize that their new protocol fees will be de minimis and won't offset token grants. Frustrated with price performance they vote to turn back on front-end fees"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"3) Geminis $GEMI core business struggles against the likes of Coin Hood Kraken IBKR and others as competition for crypto users accelerates. Despite the continued success of their card program the stock struggles (30% drawdown to $7/share) and rumors start swirling about an acquisition. No acquisition happens in '26 but a take-private happens in '27 https://twitter.com/i/web/status/2006857220479479863 https://twitter.com/i/web/status/2006857220479479863"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"8) Coinbase $COIN silently abandons the idea of "coining" everything after continued backlash from the entire industry. Comms pivot to reinforcing Base as the exchange of everything and we see the launch of the $BASE token. The launch is preceded by a crowd sale that leverages the newly acquired Echo https://twitter.com/i/web/status/2006857231858364527 https://twitter.com/i/web/status/2006857231858364527"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"9) We end the year with [--] public companies that have both equity instruments and traded tokens they are: Circle (Arc) Coinbase (Base) Kraken (Ink)"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"Bonus Predictions: - Euro stablecoin issuance ends the year 1.5b - A DAT stretching for yield in defi has a portion of their treasury hacked by the North Koreans - Tether takes $RUM private - Erebor raises the largest private non-IPO funding round of the year at $10b (lr at $4.35b) Wishing everyone nothing but the best in '26 It's the year of the Fire Horse so grip it and rip it https://twitter.com/i/web/status/2006857238439510126 https://twitter.com/i/web/status/2006857238439510126"
X Link 2026-01-01T22:37Z [----] followers, [----] engagements

"Post fee-switch Uniswap trading at 240x run-rate fees ($5.4b FDV / $23m rr fees) Taking into account the 20M $UNI grant for the year ($123m at current price of $6.16) protocol is on pace for a $100m loss on the year"
X Link 2026-01-06T04:06Z [----] followers, 46.2K engagements

"Jupiter's prediction markets integration been a tough tale in driving and monetizing trading volume: Over [---] months only $1.5m cumulative volume Across 40k trades just $38 / trade Across 9.8k users = tiny $155 / user To date fees (Jup passing through) just $53k (3.4%) https://twitter.com/i/web/status/2008766689953841333 https://twitter.com/i/web/status/2008766689953841333"
X Link 2026-01-07T05:04Z [----] followers, 50.5K engagements

"Tether + Rumble $RUM launched a wallet 60m MAUs all getting access to USDT Tether Gold and BTC If you squint you can see Tether silently making a pretty genius (pun intended) move building out a non-bank FI via Rumble that distributes its products globally; starting with the very users who value crypto ideals the most Before long Id imagine we see BTC and gold backed loans along with a card product to spend the stables Just downloaded and solid UX with USDT transfers in from ETH Arb Polygon as well XAUT from ETH Also fiat ramps available in-app through MoonPay Rumble wallet in partnership w/"
X Link 2026-01-08T05:35Z [----] followers, [----] engagements

"Over the last [--] years Tether might be the only company on the planet that has managed to double its business ($90b to $182b USDT o/s) lose [--] points of market share (71% to 61%) and make over $20 billion dollars"
X Link 2026-01-09T02:10Z [----] followers, [----] engagements

"We're excited to double down on Rain in their Series C and continue supporting @cnaut @rooqster and the entire world-class Rain team They've built the internet-native programmable payments stack that merges digital and legacy rails; bringing the best of modern money to consumers businesses enterprises and governments globally Major milestone for the team but the Rain story is still just getting started Onchain rails have proven their value. Rain is making them usable by everyone and keeping them invisible in the process. Today were announcing our $250M Series C at a $1.95B valuation to keep"
X Link 2026-01-09T14:08Z [----] followers, 10.9K engagements

"The best part of this post is crypto wasnt mentioned once And the rebrand goes incredibly hard: Stablecoin + fiat rails = USD Global Account The grand abstraction almost complete; just a matter of time before every emerging fintech adopts better rails"
X Link 2026-01-10T17:25Z [----] followers, [----] engagements

"@hyunsujung_ @HyperionDeFi Enjoyed the letter - congrats on a highly productive y1"
X Link 2026-01-12T16:09Z [----] followers, [---] engagements

"@0xperp That's interesting - thank you for sharing Didn't know that about ForecastEx and they didn't mention when they talked about no sports for IBKR clients today. Looks like those sports orders might be getting filled by Hood customers. Glad you flagged - good data points"
X Link 2026-01-21T03:00Z [----] followers, [---] engagements

"Schwab $SCHW is the poster child for boomer brands winning GenZ without turning investing into gambling Bet heavy on social; showing up where younger investors live: TikTok + Instagram Became the most followed financial firm on YouTube Result: shaved [--] yrs off avg. client age last decade Today 60% new clients [--] w/ 1/3 new clients GenZ This Credit Karma survey effectively says: if you want to sell Gen Z your finance app your best bet is to hire an influencer or double down on social media Either you'll convert users directly or you'll find your way to their friends and family who'll do your"
X Link 2026-01-22T01:37Z [----] followers, 55.5K engagements

"@kelxyz_ Not too bad imo just have to believe in user growth (i.e. 50k DAU today on Hype) multi-asset growth (HIP-3 mkts) and then some incremental monetization (margin stablecoin fee capture etc) to get there"
X Link 2026-01-27T20:37Z [----] followers, [---] engagements

"@artemis @LexSokolin @aave @HyperliquidX @Polymarket 🔥🔥🔥"
X Link 2026-01-30T19:08Z [----] followers, [---] engagements

"@jonbma @artemis @LexSokolin @aave @HyperliquidX @Polymarket 🙌🙌🙌"
X Link 2026-02-02T17:13Z [----] followers, [--] engagements

"@mtndrew @cptgrumpus 😂. Dont think either plans on selling and definitely not advisable (think ETH would literally hit two figures). But theoretically could use the tax losses to offset the potential gains on investments (i.e. Tom w/ Mr Beast)"
X Link 2026-02-06T01:19Z [----] followers, [--] engagements

"JUST IN: Circle $USDC stablecoin issuer files for IPO"
X Link 2025-04-01T20:34Z 3.8M followers, 1.1M engagements

"This NYU paper basically says: retail investors spend [--] minutes researching a trade - mostly just looking at charts What most people actually want is an entertainment platform. Not a finance app The best intimately recognize this and are building entertainment super-apps dressed up as brokerages"
X Link 2025-05-05T21:14Z [----] followers, 226.7K engagements

"Is SBF the best investor of the last [--] years The man did the seed rounds for Anthropic and Cursor. Before the hype. Before ChatGPT. Before the AI arms race. That is a special individual. @honam @infoarbitrage @delian @saranormous - thoughts"
X Link 2025-05-15T23:00Z 334.3K followers, 301.2K engagements

"ZOOMER BLACKROCK'S HEAD OF CRYPTO LEAVES BLACKROCK TO JOIN JOE LUBIN'S ETHEREUM TREASURY COMPANY SBET"
X Link 2025-07-25T14:37Z 84.2K followers, 461.7K engagements

"The Tether hit piece in The Economist is unintentionally some of the best marketing copy you'll ever see (includes bangers like: "Tethers efficiency makes money-laundering so easy anyone can do it"): - On Tether's Original Conception: "It was originally intended as a gateway to the crypto ecosystem but it proved to be far more than that: it set money free." - On How Tether Works: "You convert your dollars pounds or euros into tether then transfer the tether to your mother on the other side of the world; she converts it into the local currency and can spend it on food rent or anything else"
X Link 2025-07-08T22:39Z [----] followers, 100.5K engagements

"OO #89: This story is a trainwreck. For those that dont know Tigran Gambaryan is an American citizen and @binance exec thats been held for over [--] months by the Nigerian government. He was detained in February after being invited to the country to settle a dispute between Binance and the Nigerian government. Pretty clear his health has taken a turn for the worse and his situation looks to be bordering on general human rights laws violations. Also pretty obvious that hes not responsible for the economic woes of Nigeria and hes just a pawn in the middle of a larger chess match. This needs to be"
X Link 2024-09-03T03:33Z [----] followers, 199.7K engagements

"Nigerian Prison Official Abandons Binance Executive To Struggle In Pains In Court Premises As He Begs for Help"
X Link 2024-09-02T16:56Z 637.2K followers, 1.5M engagements

"Crypto is a area I had never be able to understand. I still dont see a single use case yet on how crypto is helping anything in the last [--] years"
X Link 2025-06-07T06:39Z 25.7K followers, 261.7K engagements

"Many ground-breaking companies stay private for years. Soon everyone will be able to invest in them before they go public. Stay tuned for more updates on Robinhood Ventures: http://robinhood.com/ventures http://robinhood.com/ventures"
X Link 2025-09-15T12:23Z 1.2M followers, 647.7K engagements

"Treasury Secretary Scott Bessent suggested that the Fed ought to be open to a bigger [--] basis-point cut in the benchmark interest rate next month after having skipped a move at the last meeting https://www.bloomberg.com/news/articles/2025-08-12/bessent-hints-fed-should-be-open-to-half-point-interest-rate-cuttaid=689ba8b9302b140001de0815&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2025-08-12T20:48Z 9.8M followers, 98.1K engagements

"CITI'S CEO: CITIGROUP IS EXPLORING ISSUING A STABLECOIN"
X Link 2025-07-15T15:55Z 1.2M followers, 191K engagements

"Coinbase kingmaking Morpho w/ BTC loans is a masterclass on value capture: Step 1: Invest in the protocol (Morpho) Step 2: Use it to funnel activity to your chain (Base) Step 3: Push collateral into your own asset (cbBTC) Step 4: Lend an asset that pays you yield (USDC) Step 5: Lock users into core product (Coinbase platform) Step 6: Profit everywhere (OO #332) Pioneering the DeFi Mullet. Officially over $130M in bitcoin-backed loans via @coinbase powered by Morpho. Learn more about the integration👇 https://t.co/hD3NuQ4Rc2 Pioneering the DeFi Mullet. Officially over $130M in bitcoin-backed"
X Link 2025-05-07T12:25Z [----] followers, 33.9K engagements

"Pioneering the DeFi Mullet. Officially over $130M in bitcoin-backed loans via @coinbase powered by Morpho. Learn more about the integration👇"
X Link 2025-05-06T15:54Z 106.4K followers, 45.2K engagements

"Using your crypto to pay for things in the real world feels like magic. It's like being a video game character but accidentally spawning IRL with all your powers. Phantom Cash coming soon 💰"
X Link 2025-10-08T17:36Z 18.6K followers, 140.9K engagements

"Tether just released its quarterly attestation for Q2 [----]. Highlights as of 30th June 2025: * 157.1B total issued USDt end of Q2 [----]. * 162.5B total assets/reserves end of Q2 [----]. * 5.47B excess reserves on top of the 100% reserves in liquid assets that back all issued tokens end of Q2 [----]. * 127B+ in US treasuries (direct + indirect exposure) end of Q2 [----]. * 4.9B net profits in Q2 [----] (5.7B YTD) * 13B USDt supply increase in Q2 [----] (20B increase YTD). USDt growth is accelerating leading the market with a 100B delta with the second largest stablecoin. In the upcoming quarter Tether"
X Link 2025-07-31T14:33Z 340.3K followers, 558.3K engagements

"Tether issuer of the worlds largest stablecoin is in talks with investors to raise as much as $20 billion a deal that could propel the crypto firm into the highest ranks of the worlds most valuable private companies https://www.bloomberg.com/news/articles/2025-09-23/crypto-giant-tether-seeks-500-billion-valuation-in-major-raisetaid=68d2fe407de7d80001c63ba0&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"
X Link 2025-09-23T20:08Z 9.8M followers, 238.2K engagements

"Clear that we're moving to a fundamentals driven world where tokens are compd to equities In this world a new class of crypto jobs are going to emerge for serious protocols - Token Relations Teams Already starting to see it play out in pockets w/ certain teams ahead of the curve. And over-time it's going to become a necessity Token relations will be almost analogous to Investor Relations in traditional publicly listed companies but they'll be tailored specifically for crypto. They'll be responsible for: - Regular reporting & KPI tracking - Strategic updates & presentations - Press releases -"
X Link 2025-04-10T01:55Z [----] followers, 47.2K engagements

"Would you rather own $HYPE or $HOOD @RobinhoodApp: $38b MC $4b run rate revs $157b monthly trading volume @HyperliquidX : $4.5b MC $242m run rate revs (up from $0 in [--] year) $170b monthly trading volume. Both up 24% in the last [--] hours"
X Link 2025-04-09T23:51Z 13.8K followers, 328.8K engagements

"USDC on Hyperliquid doubles to $4.9 billion as DEX derivatives trading gains ground https://www.theblock.co/post/363653/usdc-on-hyperliquid-doubles-to-4-9-billion-as-dex-derivatives-trading-gains-groundutm_source=twitter&utm_medium=social https://www.theblock.co/post/363653/usdc-on-hyperliquid-doubles-to-4-9-billion-as-dex-derivatives-trading-gains-groundutm_source=twitter&utm_medium=social"
X Link 2025-07-22T16:31Z 563.1K followers, 38.8K engagements

"Circle's ONLY chance of redeeming itself from the generational Hyperliquid fumble is calculating the yield that should've been returned to the network since it's existence. and swiftly depositing into the Assistance Fund you (literally) have 48hr @circle @jerallaire"
X Link 2025-09-08T19:58Z 16.3K followers, 66.3K engagements

"Hmm Vitalik Johann and A.J. together for the same convo Pure speculation but imo Ethereum + Arbitrum + RH only means one thing Robinhood going to announce its chain tomorrow at ETHCC Vitaliks in town. Join us in Cannes for a fireside chat with our crypto GM @JohannKerbrat the founder of Ethereum @VitalikButerin and the CSO of @offchain @ajwarner90. Tune in tomorrow at 7:45pm CEST on Robinhood X and YouTube. Vitaliks in town. Join us in Cannes for a fireside chat with our crypto GM @JohannKerbrat the founder of Ethereum @VitalikButerin and the CSO of @offchain @ajwarner90. Tune in tomorrow at"
X Link 2025-06-29T15:57Z [----] followers, 55.9K engagements

"Vitaliks in town. Join us in Cannes for a fireside chat with our crypto GM @JohannKerbrat the founder of Ethereum @VitalikButerin and the CSO of @offchain @ajwarner90. Tune in tomorrow at 7:45pm CEST on Robinhood X and YouTube"
X Link 2025-06-29T13:23Z 1.2M followers, 1.4M engagements

"With Robinhood all you really need to believe is they'll be a primary beneficiary of the $10t+ wealth transfer from our parents / grandparents over the next decade - 75% of HOOD's 26m customers are millennials and younger (43) and they do / will do everything through the platform (investing saving spending) - When that money does pass down I'm of the view that flows to where their kids / grandkids conduct all their financial services - Assuming that's true it's pretty easy to see Robinhood doubling or tripling its business without thinking too hard Fun being on Bankless to share my thoughts"
X Link 2025-07-04T17:38Z [----] followers, 43.1K engagements

"The most under-appreciated aspect of the HOOD story is that they're actually building a multi-generational finance super app that you your parents and your kids use across every category (spending saving trading privates estate planning etc). The reason they acquired TradePMR is to land grab the massive $124t generational wealth transfer and go fully vertical across the family lineage Here's it from Vlad himself: "So we see this as a big part of being the #1 platform for wallet share for the next generation and really being the first truly multigenerational platform. We think that our"
X Link 2025-03-26T04:13Z [----] followers, 52K engagements

"Robinhood Prediction Markets just crossed [--] billion event contracts traded all-time with over [--] billion in Q3 alone. And were just getting started"
X Link 2025-09-29T13:15Z 346.8K followers, 656.5K engagements

"The toughest part of the ETH story is its price - $192 billion dollars With the same amount of money you could buy all of Uber ($137b) Robinhood ($31b) Coreweave ($23b) and still have a bill left over Looking back to '17 the future was bright and everyone was betting that Ethereum would be the world's super computer in the sky. And using some monkey math you could get there on ETH being a multi trillion dollar asset in some future states of the world But fast forward to today pretty clear that vision is no longer true. There are several blockchains that also serve that purpose (some of which"
X Link 2025-04-08T02:31Z [----] followers, 51K engagements

"Let this sink in for a second: You can buy $ETH today at the same price people were willing to pay back in [----]. Back then Ethereum was nothing more than an ICO platform. Barely scalable. Barely secure. Just a dream. Today - after [--] years of progress - with market uncertainty at its peak and Ethereum going through its own identity crisis you can still buy $ETH at the same levels as in [----]. Lets quickly recap just some of the progress we had in the meantime: - The Merge: Ethereum transitioned to Proof of Stake slashing energy use by 99% and making the network more secure and sustainable. -"
X Link 2025-04-07T19:40Z 47.8K followers, 470.6K engagements

"Markets on everything. Were proud to announce that $ICE the owner of @NYSE and the largest exchange company in the world is making a strategic investment of $2 billion into Polymarket valuing us at $9 billion post-money. Our partnership with ICE marks a major step in bringing prediction markets into the financial mainstream. But in addition to that its a monumental step forward for DeFi. ICE is the one remaining founder-led exchange company and Jeff is all-in on utilizing his assets including NYSE to usher in a new financial era of tokenization. Were humbled to be working together on this"
X Link 2025-10-07T12:10Z 160.2K followers, 4.2M engagements

"We had a strong Q3 at Coinbase: - Significant revenue and positive adjusted EBITDA - Continued progress on our Everything Exchange vision - Notable strength across derivatives products Heres a quick overview of our Q3 financial results: Our Q3 [----] financial results are now live. https://t.co/FyukJgfDsj Our Q3 [----] financial results are now live. https://t.co/FyukJgfDsj"
X Link 2025-10-30T20:11Z 1.7M followers, 364.7K engagements

"Biggest unlock for crypto got buried with todays announcements. US retirement assets sit at $43T with $9T in 401ks With Trump opening the flooodgates if crypto sees just a 1% allocation from 401ks thats $90B in fresh inflows The retirement market is enormous and the real party is about to get started BREAKING: Trump to open US retirement market to crypto investments per FT. The US president is expected to sign an executive order that would open up 401k plans to alternative investments beyond traditional stocks and bonds. BREAKING: Trump to open US retirement market to crypto investments per"
X Link 2025-07-18T01:35Z [----] followers, 25.6K engagements

"BREAKING: Trump to open US retirement market to crypto investments per FT. The US president is expected to sign an executive order that would open up 401k plans to alternative investments beyond traditional stocks and bonds"
X Link 2025-07-17T21:04Z 3.2M followers, 953.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing