@TheTakenUser Capitulation.eth 🦇🔊 🦞

Capitulation.eth 🦇🔊 🦞 posts on X about onchain, token, money, hyperliquid the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies finance exchanges #5405 events technology brands stocks social networks countries travel destinations vc firms

Social topic influence onchain #2607, token, money, hyperliquid #221, crypto, we are, defi, aragon, devcon, polymarket

Top accounts mentioned or mentioned by @aragonproject @0xpaella @aleutenegger @jordanimran2 @curvefinance @stablesummit @morpholabs @disruptionjoe @pearprotocol @0xcyp @polymarket @efdevcon @genericmoney @lidofinance @web3tokenomics @modenetwork @cupojoseph @ryskfinance @karpatkey @paulofonseca

Top assets mentioned Ethereum (ETH) Aragon (ANT) USDC (USDC) Coinbase Global Inc. (COIN) Bitcoin (BTC) Solana (SOL) Aave (AAVE) Linea (LINEA) Arbitrum (ARB) Pump.fun (PUMP)

Top Social Posts

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

"Excited to have some impactful conversations in the right room It's officially #DAOcember Catch @0xPaella on @nowdaoit's Permissions panel today & @TheTakenUser on Friday's On-chain vs Off-chain DAOs panel 🦅 It's officially #DAOcember Catch @0xPaella on @nowdaoit's Permissions panel today & @TheTakenUser on Friday's On-chain vs Off-chain DAOs panel 🦅"
X Link 2022-12-05T13:16Z [----] followers, [--] engagements

"@AragonProject @0xPaella @nowdaoit The @0xPaella pannel with @LuukDAO is an absolute banger - some great buildooors and coordinatooors in the audience"
X Link 2022-12-05T20:24Z [----] followers, [--] engagements

"Most fun twitter space conversation I have had to date - thanks for having me and letting me shill the cool stuff we are building @AragonProject Join us in one hour as we chat w/ @TheTakenUser of @AragonProject We'll be talking: ✔Power of decentralization ✔Perks + painpoints of on-chain orgs ✔Permission mgmt Dec [--] Wed 02:00 PM EST @link3to event details👇 🔗 https://t.co/taGMNf8ATJ Join us in one hour as we chat w/ @TheTakenUser of @AragonProject We'll be talking: ✔Power of decentralization ✔Perks + painpoints of on-chain orgs ✔Permission mgmt Dec [--] Wed 02:00 PM EST @link3to event details👇"
X Link 2022-12-07T19:57Z [----] followers, [--] engagements

"Talking on-chain vs off-chain with @AragonProject and @nowdaoit - swing by to say hi and slay Moloch https://discord.gg/8GbUhe3Zevent=1050794538651885628 https://discord.gg/8GbUhe3Zevent=1050794538651885628"
X Link 2022-12-09T15:59Z [----] followers, [--] engagements

"@jointheorigami @RicardoGarciaAm @OrangeDAOxyz @memebrains @CityDAO @JarisJames @titaniumals @pune_dao @kamilmouthon @FWBtweets @HydraVentures_ @ComicsDAO @0xSenad @banklessDAO Excited to represent @AragonProject"
X Link 2022-12-12T20:06Z [----] followers, [--] engagements

"Points program design punishes organic usage: - @Orbiter_Finance - 20tx worth $150k (leaderboard spot 300k+) - @JumperExchange - 20tx worth $200k (leaderboard spot 100k+) Free advice: Do the bare minimum and exclude the 800k wallets on @LayerZero_Labs' list of sybils"
X Link 2024-08-30T13:09Z [----] followers, [---] engagements

"@paulofonseca__ @DisruptionJoe @MakerDAO Unless you are looking at it all wrong and the ability to make things disappear is a feature not a bug 🧐"
X Link 2025-02-20T13:29Z [----] followers, [--] engagements

"@paulofonseca__ @DisruptionJoe @MakerDAO Stuff can disappear off of snapshot too - study GIP92"
X Link 2025-02-20T13:40Z [----] followers, [--] engagements

"Most governance tokens lack real onchain power over protocols and capital flows causing token holders to disengage. But when governance incentives and value accrual align protocols unlock feedback loops that strengthen ecosystems & drive sustainable growth. https://t.co/LbQ2Nb7sj4 Most governance tokens lack real onchain power over protocols and capital flows causing token holders to disengage. But when governance incentives and value accrual align protocols unlock feedback loops that strengthen ecosystems & drive sustainable growth. https://t.co/LbQ2Nb7sj4"
X Link 2025-02-20T17:30Z [----] followers, [---] engagements

"@AragonProject"
X Link 2025-02-20T17:31Z [----] followers, [---] engagements

"@jessepollak But set isnt the whole point of the new internet that the consumer should fairly compensate the creator instead of relying on ads / yaps / paid promo"
X Link 2025-02-22T08:00Z [----] followers, [---] engagements

"This is recreating the worst part of social media - except it is worse because for most projects the coin is the product and numba go up is the only value prop of what KOLs can sell narrators voice - the number goes down much more often than up and while the victim can buy only so many kitchen robots they can buy infinite scam coins 😕"
X Link 2025-02-22T08:10Z [----] followers, [--] engagements

"@DennisonBertram @AragonProject @modenetwork @puffer_finance Call me after Denver and we can jam on it ser"
X Link 2025-02-24T12:27Z [----] followers, [--] engagements

"@DoveyWan We have had so many of the big shops for a while DRW SIG Akuna Jump Jane 2Sigma.why is another one headlines"
X Link 2025-02-25T09:21Z [----] followers, [---] engagements

"@hasufl Own a niche expand from there"
X Link 2025-02-27T16:23Z [----] followers, [--] engagements

"Empowering onchain founders 20.03.25 https://t.co/wOgkIvBCv4 20.03.25 https://t.co/wOgkIvBCv4"
X Link 2025-03-19T16:05Z [----] followers, [---] engagements

"@AragonProject 👀"
X Link 2025-03-19T16:08Z [----] followers, [---] engagements

"A lot of founders come to us for advice on protecting their token from "down only" - the usual answer is "give direct ownership over valuable assets". In the current market however I would say issuing a CHF fiat backed stablecoin is the only way for the token not to dump 😭"
X Link 2025-04-09T15:11Z [----] followers, [---] engagements

"No yapping just alpha What does real value accrual look like Tomorrow we're going live with our ethCC co-hosts from @AerodromeFi @CurveFinance @BlockworksAdv and @Trevee_xyz for a first look at the workshops shaping the Value Accrual Lab next week. 📅 June [--] 🕒 3pm UTC 🎙 Host: @TheTakenUser https://t.co/YM9ThdE0cL What does real value accrual look like Tomorrow we're going live with our ethCC co-hosts from @AerodromeFi @CurveFinance @BlockworksAdv and @Trevee_xyz for a first look at the workshops shaping the Value Accrual Lab next week. 📅 June [--] 🕒 3pm UTC 🎙 Host: @TheTakenUser"
X Link 2025-06-24T14:52Z [----] followers, [---] engagements

"@AragonProject @stable_summit Theres alpha to be spilled come learn about the @katana approach"
X Link 2025-06-27T14:10Z [----] followers, [--] engagements

"@AragonProject @CurveFinance @AerodromeFi @BlockworksAdv @Trevee_xyz Its easy for you to keep hyping it because I am the one who has to tell people at the door that Alpha is finite and they didnt make the cut"
X Link 2025-06-27T17:31Z [----] followers, [---] engagements

"@A_Leutenegger @AragonProject @CurveFinance @AerodromeFi @BlockworksAdv @Trevee_xyz @wagmiAlexander @Figue_me @JordanImran2 @GoldDefi How do I end up working for the one person in crypto who underreports numbers We had over [---] applicants :)"
X Link 2025-07-10T14:30Z [----] followers, [--] engagements

"Fireside with some chefs 👨🍳👨🍳 Sustainable liquidity on L2s is still unsolved. At last month's @stable_summit @TheTakenUser @Polygon's @0xMarcB & @GSR_io's @Jakob_GSR talked sustainable strategies market maker perspectives and why opinionated chains might win. Catch the panel: https://t.co/4rzTRBVT5W Sustainable liquidity on L2s is still unsolved. At last month's @stable_summit @TheTakenUser @Polygon's @0xMarcB & @GSR_io's @Jakob_GSR talked sustainable strategies market maker perspectives and why opinionated chains might win. Catch the panel: https://t.co/4rzTRBVT5W"
X Link 2025-07-12T10:17Z [----] followers, [---] engagements

"@AragonProject @CeloPublicGoods"
X Link 2025-07-14T15:05Z [----] followers, [--] engagements

"@AragonProject @NeriteOrg Gauges"
X Link 2025-07-15T08:32Z [----] followers, [--] engagements

"@AragonProject @pudgypenguins We finally getting pudgies"
X Link 2025-07-16T15:47Z [----] followers, [--] engagements

"@thattallguy @jessepollak @11AMdotclub Sounds lit You fellas plan to put theory into practice with a wee bit of ve-tokenomics so our $CLUB bags accrue value or we don't talk about it anymore"
X Link 2025-09-16T14:17Z [----] followers, [---] engagements

"Excited to bring the curve ecosystem back on the OSx stack ve-lockers and gauges were pioneered by @curvefinance on Aragon OS becoming the cornerstone of DeFi tokenomics. Now the same team launches @YieldBasis tokenomics and governance on the new generation Aragon OSx. https://t.co/YtiPAhUCPH ve-lockers and gauges were pioneered by @curvefinance on Aragon OS becoming the cornerstone of DeFi tokenomics. Now the same team launches @YieldBasis tokenomics and governance on the new generation Aragon OSx. https://t.co/YtiPAhUCPH"
X Link 2025-09-25T11:23Z [----] followers, [---] engagements

"Giving power to those with skin in the game like the ancient gods of incentive design intendedbullish Guardians evolve with Vaults V2 🛡 Together with @MorphoLabs weve built Guardians V2 giving vault depositors direct onchain veto power with their tokens powered by our new LockToVote plugin. Live now in Morpho Vaults V2. https://t.co/6acTCNSmQw Guardians evolve with Vaults V2 🛡 Together with @MorphoLabs weve built Guardians V2 giving vault depositors direct onchain veto power with their tokens powered by our new LockToVote plugin. Live now in Morpho Vaults V2. https://t.co/6acTCNSmQw"
X Link 2025-09-30T20:00Z [----] followers, [---] engagements

"@gnovak_ @AndreCronjeTech @ConstitutionDAO One of the biggest innovations is the ability to raise a mega round and put a high watermark on where smart money boughtwithout the question of why do you need so much money to build XYZ. Previously L1/L2s were the only ones who could easily get away with raising 50M+"
X Link 2025-10-04T07:57Z [----] followers, [---] engagements

"@paramonoww Better tech can't fix human nature ser. The contrarian take is that for things to change many founders would have to go to jail. Instead a $4bn vaporware raise is getting $24mn fine"
X Link 2025-10-09T10:05Z [----] followers, [--] engagements

"@0xMert_ Options sucked for a while now there is a good one on HL. Alchemix style self-repaying loans were cool. Advanced orders on spot DEX-es can be better. Honest yield reporting"
X Link 2025-10-14T06:00Z [----] followers, [---] engagements

"@jamesrichardfry DevCon ETHcc KBW"
X Link 2025-10-16T21:21Z [----] followers, [--] engagements

"Bull or bear we keep cooking gearing up for mainnet launch in Q1 we're excited to partner with @AragonProject to deploy our pre-deposit vaults SNT and LINEA vaults go live first followed by ETH and redacted 👀 in december early depositors get the highest KARMA rewards + bonus in LINEA SNT and https://t.co/J4uB93a7nv gearing up for mainnet launch in Q1 we're excited to partner with @AragonProject to deploy our pre-deposit vaults SNT and LINEA vaults go live first followed by ETH and redacted 👀 in december early depositors get the highest KARMA rewards + bonus in LINEA SNT and"
X Link 2025-10-22T11:20Z [----] followers, [---] engagements

"@CupOJoseph @juiceboxETH Minority investor protection premium ;)"
X Link 2025-10-22T14:51Z [----] followers, [---] engagements

"@0xcyp The purge is worth it though. A lot of the pre-2017 large accounts got sold when these people retired from the arena on 20k BTC and now the content is just blatant shills. Most NFT and memecoin accounts are just dead weight"
X Link 2025-10-28T18:17Z [----] followers, [---] engagements

"@0xcyp It's an investment - meal prep for your brain 😅"
X Link 2025-10-28T18:25Z [----] followers, [--] engagements

"@ChainLinkGod Bruv as someone who participated in the Chainlink $29M presale I can guarantee you VCs had invested - Framework Hashed and others. Not enough time has passed for you to make stuff up"
X Link 2025-10-30T12:45Z [----] followers, [----] engagements

"@zer8_future I mean that has been always the case there was a time when ICOs were frowned upon so teams raised privately and airdropped to create a liquidity event. There are like [--] well done airdrops: - ENS - Uniswap - Hyperliquid - Ethena"
X Link 2025-11-01T16:55Z [----] followers, [--] engagements

"@amya_wilks Its like Airbnb meets uber for hair implants but its also an AI powered SaaS on the blockchain"
X Link 2025-11-02T14:28Z [----] followers, [--] engagements

"In these turbulent times it's essential to select a curator you can trust. I am going with @partyactionppl - curating gatherings and agendas like no one else can since July [----]. Might not be the alpha you expected but it is the alpha you needed anon. Hyperliquid"
X Link 2025-11-04T06:50Z [----] followers, [---] engagements

"There is a platform that custodies your funds in one spot & allows you to trade simultaneously across multiple CEXs. Just like the pros bro It's brought to you by the same team that socialised $93M+ in losses after privatising gains for months. What could go wrong anon"
X Link 2025-11-04T14:19Z [----] followers, [---] engagements

"@hsrwala @stutireal @MorphoLabs @PaulFrambot Criticism comes a bit disingenuous when "Your USDC is deployed across established lending platforms like Aave Morpho Euler and Fluid.".nothing stops you from curating your own vault to do whatever you want and just logo farm the legitimacy of the platform"
X Link 2025-11-05T08:50Z [----] followers, [--] engagements

"At this point we need to recognise that "Funds deployed on Morpho / Euler / Gear" is intentionally vague. Not all curators are the same and yield is not the sole dimension. Thanks to @AragonProject & @MorphoLabs depositors can have strategy sovereignty. Curate the curators :) Learn how Aragon is safeguarding DeFi assets on @MorphoLabs for the @Ethereum Foundation and how the Guardians experience is evolving with LockToVote - a new governance plugin on Aragon OSx. 🔐🌐 Full story below https://t.co/iEmaV2eSU6 https://t.co/b9XZrfzSCX Learn how Aragon is safeguarding DeFi assets on @MorphoLabs"
X Link 2025-11-05T09:16Z [----] followers, [----] engagements

"@cryptographicas Maybe @DeFiCollective_ or @DefiLlama can whip up a quick dashboard that surfaces stuff like looping leverage offchain vs onchain historical bad debt etc. so competition is not only muh yield"
X Link 2025-11-05T10:22Z [----] followers, [----] engagements

"@cryptographicas @DeFiCollective_ @DefiLlama @0xngmi In the much-hated world of TradFi asset managers have to hire an external firm to calculate AUM "independently" because otherwise we get a lot of Madoff situations. Here because "it's all onchain bruh" we are okay with self-reporting that nobody bothers to verify"
X Link 2025-11-05T13:12Z [----] followers, [--] engagements

"@todayindefi Bruh this week everyone found out "where the yield comes from" is much more critical than the top-level number. Gotta give some substance"
X Link 2025-11-06T09:19Z [----] followers, [--] engagements

"@mETHProtocol Just FYI - its not detecting cmETH position on @Dolomite_io"
X Link 2025-11-06T09:47Z [----] followers, [---] engagements

"@masonnystrom How is that revenue generating business line. It should just be a free feature This is wild"
X Link 2025-11-06T11:20Z [----] followers, [---] engagements

"@boredGenius For years the investable thesis on stablecoins was access to RWA issuance. After millions in compliance spending you have a Tbills wrapper. That being said hedge fund wrapped as a stable is not a great idea either although ironically more defi native. Ripe for disruption"
X Link 2025-11-06T11:31Z [----] followers, [--] engagements

"@NinaSuthers If you come across teams looking to invest as much in building the token as they invest in marketing it send them our way: https://luma.com/608lct9l https://luma.com/608lct9l"
X Link 2025-11-06T12:50Z [----] followers, [--] engagements

"@Polymarket"
X Link 2025-11-06T12:51Z [----] followers, [---] engagements

"@web3tokenomics @Polymarket The minors stay hidden on the island of the you know who we don't talk about them"
X Link 2025-11-06T13:14Z [----] followers, [---] engagements

"@binji_x The problem is web2 transplants are professional and strong on process so it takes you a while to see that their instincts about what resonates with clients are 100% off. We see the reverse problem if you are trying to sell to normie business crypto native growth ppl"
X Link 2025-11-07T14:58Z [----] followers, [--] engagements

"Call me Newton with ZEC If you succumb to FOMO you risk losing it all https://t.co/R7M2bYmzmw If you succumb to FOMO you risk losing it all https://t.co/R7M2bYmzmw"
X Link 2025-11-07T19:13Z [----] followers, [---] engagements

"@0xAishwary We wanted permisionless. People are now discovering not all curators are the same but truly neural platforms cant censor so its up to depositors to pick and most look at yield and tvl alone. Its a prosumer (you know what you are doing on Morpho) vs consumer (just use Aave) At this point we need to recognise that "Funds deployed on Morpho / Euler / Gear" is intentionally vague. Not all curators are the same and yield is not the sole dimension. Thanks to @AragonProject & @MorphoLabs depositors can have strategy sovereignty. Curate the curators :) At this point we need to recognise"
X Link 2025-11-09T08:25Z [----] followers, [---] engagements

"@0xcyp Newton 😭"
X Link 2025-11-12T12:40Z [----] followers, [--] engagements

"@DisruptionJoe TBH I'm very bearish on anything quadratic - it's just a transfer of power from people with financial capital to those with social capital - same concentration just around a different core. Happy to be proven wrong"
X Link 2025-11-12T15:25Z [----] followers, [--] engagements

"Spotted on the way to @EFDevcon. Not the bull market we wanted but the bulmarket we get fewer Ls is good right"
X Link 2025-11-13T02:32Z [----] followers, [---] engagements

"@wholisticguy @jessepollak Bruh farmers and those that are providing real value are disjoint sets"
X Link 2025-11-13T02:45Z [----] followers, [--] engagements

"@pythianism How do you unwind this safely in the case of a haircut. Its not like there is deep secondary liquidity. Redemptions take a while and few people can price it accordingly. Prolly cant just stick it in a Morpho vault as those exist today How does the stack for it look like"
X Link 2025-11-13T23:34Z [----] followers, [--] engagements

"Weve never had so many legit infra around launches. We have [--] public platforms (@AerodromeFi @Uniswap @coinbase sonar) on top of curated ones like @legiondotcc @impossiblefi @CoinList Trying to haggle @A_Leutenegger to publish an @AragonProject guide 👀"
X Link 2025-11-14T10:36Z [----] followers, [---] engagements

"@AragonProject is the only stack that can credibly build the bid for your token. Tokenomics is a commodity not a differentiator let us handle it and focus on your product The guide is coming. Weve never had so many legit infra around launches. We have [--] public platforms (@AerodromeFi @Uniswap @coinbase sonar) on top of curated ones like @legiondotcc @impossiblefi @CoinList Trying to haggle @A_Leutenegger to publish an @AragonProject guide 👀 Weve never had so many legit infra around launches. We have [--] public platforms (@AerodromeFi @Uniswap @coinbase sonar) on top of curated ones like"
X Link 2025-11-15T13:01Z [----] followers, [---] engagements

"@0xcyp Prolly BTC or NFTETH builder culture is to larp poor even if you sit on [--] figs"
X Link 2025-11-15T15:56Z [----] followers, [---] engagements

"Looking at the way the block space market is moving in [----] we are getting blockchain not Bitcoin some [--] years after that narrative was originally floated"
X Link 2025-11-17T00:54Z [----] followers, [---] engagements

"Now that build something worth owning is the official @AragonProject slogan on Sunday I announced our new strategic direction (team will get onboard with it soon 😂) Turning network tokens into an investable asset class Network equity is real Big thanks to everyone who made the @StakingSummit possible Amazing sessions and energy. Aragon's @TheTakenUser spoke on what matters for token liquidity. Catch us next at the Vault Summit tomorrow where Aragon CEO @A_Leutenegger will be speaking on the Non-Custodial Vault https://t.co/M9dyyNIuxs Big thanks to everyone who made the @StakingSummit"
X Link 2025-11-18T10:55Z [----] followers, [----] engagements

"@0xErod @camiinthisthang Not if the token is the product which historically has been the case most often"
X Link 2025-11-18T11:01Z [----] followers, [--] engagements

"Think about it [--] years after giving birth to BTC subprime debt tied to the AI bubble bringing the onchain economy to its kneeswouldnt it be ironic Sure its better liquidity but a lot of the RWA stuff is getting minted because we are systematically underpricing offchain risk"
X Link 2025-11-18T22:36Z [----] followers, [---] engagements

"Me carrying the reputation of the entire @AragonProject team by choosing to walk and be on time for a meeting. Buenos Aires [----] colorized"
X Link 2025-11-19T11:48Z [----] followers, [---] engagements

"Devconnects most attended side event. Amsterdam remains the best hosting city"
X Link 2025-11-20T15:21Z [----] followers, [---] engagements

"Thanks to @EmilieRaffo and @chain_security for a portable dinner safe from the rain"
X Link 2025-11-20T22:44Z [----] followers, [---] engagements

"Bullish products bearish tokens"
X Link 2025-11-21T16:52Z [----] followers, [---] engagements

"@DanDeFiEd HYPE is hard money Hyperliquid"
X Link 2025-11-21T16:56Z [----] followers, [--] engagements

"When you PMF so hard your users request the absence of a token. Reject token as GTM HYPE is hard money Hyperliquid Bullish products bearish tokens https://t.co/o5ZrRchMhp Bullish products bearish tokens https://t.co/o5ZrRchMhp"
X Link 2025-11-21T17:07Z [----] followers, [---] engagements

"@LexSokolin The challenge is that most who made accessible DeFi in the past have misrepresented risk fees or both. The most interacted with AI constantly hallucinating doesnt help trust building. People arent ready to get hurt again so adoption will be slow"
X Link 2025-11-22T14:07Z [----] followers, [--] engagements

"@SCBuergel Ser you are not gauging sentiment you are just seeing how many people will lie to appear aligned. Cant even attach stake as some of those options are very unlikely to materialise so probability weighted downside on pretending is almost zero"
X Link 2025-11-22T14:15Z [----] followers, [---] engagements

"@thattallguy - composable (can do stuff with it borrow against lever) - programmatic (vesting voting dividends) - investable (less prone to moon math and other P&D ala creator/meme/community coin)"
X Link 2025-11-22T23:44Z [----] followers, [---] engagements

"@thattallguy Its more that there is familiarity to stocks and revenue mechanics. We see that already with MKR and AAVEbeing valued more fairly than other tokens (other stuff still being overvalued). You wont have as much vibes and fugazzi driving valuations when the role of token is set"
X Link 2025-11-23T00:27Z [----] followers, [--] engagements

"@MacroMate8 Looks like the ETH logo"
X Link 2025-11-23T20:12Z [----] followers, [--] engagements

"@itspublu I thought Kalshi is a worse polymarket they are also worse Kaitobut hey maybe synergies"
X Link 2025-11-25T14:01Z [----] followers, [--] engagements

"@stablewatchHQ @reservoir_xyz @Neutrl @USDai_Official @maplefinance @m0 Ser isnt sUSDai and M0 the same TVL"
X Link 2025-11-25T16:57Z [----] followers, [---] engagements

"The sports betting prediction markets are so obviously straight up gambling I always assumed Kalshi is licensed. I guess the line between a smart rebrand and duping customers is pretty thin NEW: Kalshi has been hit with a nationwide class action lawsuit in the SDNY for operating an illegal online sports betting platform and for "duping" customers into believing that they are legally gambling against other consumers when they are actually gambling against the house. https://t.co/aKPNZwUrel NEW: Kalshi has been hit with a nationwide class action lawsuit in the SDNY for operating an illegal"
X Link 2025-11-27T17:58Z [----] followers, [---] engagements

"@0xcyp Dude have you spoken with a lawyer. [--] figs per year easy"
X Link 2025-11-27T20:34Z [----] followers, [--] engagements

"@CupOJoseph Hmm I didnt think of the tax stuff as its us specific. I guess for those benefiting from it it does make sense (the graph you shared already accounts for the tax benefit)"
X Link 2025-11-28T07:52Z [----] followers, [--] engagements

"@lex_node 30M DAU onchain LMAO that has to be at least one order of magnitude above reality possibly 2"
X Link 2025-11-28T08:04Z [----] followers, [--] engagements

"The funny part is most comments see this as isolated incident or one bad apple. Its a structural issue - you need diversification but it creates distance between the principals (borrower/lender) filled with agents with very different incentives Early RWA cohorts = massive adverse selection. There is a reason these people want to borrow from you. Early RWA cohorts = massive adverse selection. There is a reason these people want to borrow from you"
X Link 2025-11-29T15:05Z [----] followers, [---] engagements

"People underestimate how bad this is on an ecosystem level. After overraising most networks overhire and then they build a subpar version of pretty much every stack component inhouse to give a bloated team something to do. Re projects overraising in crypto: The elephant in the room is that crypto norms create absolutely no incentive to be efficient with capital - quite the opposite. In web2 the less money I spend the less equity I have to sell as owner and the more I can retain for myself and Re projects overraising in crypto: The elephant in the room is that crypto norms create absolutely no"
X Link 2025-12-01T11:19Z [----] followers, [----] engagements

"@TheDevanshMehta @QwQiao Problem is most TVL is rented with token incentives which was the L1/L2 playbook but its down only post airdrop for all of them. Fees definitely are a stronger indicator - is your product desirable enough for people to be willing to pay to use it"
X Link 2025-12-01T11:37Z [----] followers, [--] engagements

"@DisruptionJoe The problem is there arent enough competent actors outside the teams and VCs"
X Link 2025-12-01T16:23Z [----] followers, [--] engagements

"@DisruptionJoe This is a bit abstract; you need to dumb it down. Who specifically will this make enough money for so they are interested in investing in implementing it So far adding governance complexity has benefited only delegates service providers and grant farmers"
X Link 2025-12-01T18:33Z [----] followers, [--] engagements

"@toptickcrypto @dcfgod This Most performance marketing and referral programs to date were focused on peddling a token sale/airdrop - doing any fundamental analysis was wasted effort for both teams and investors"
X Link 2025-12-02T08:39Z [----] followers, [--] engagements

"@emilyxlai You can't compare single-counterparty interactions to marketplaces. Even the Bitcoin network still relies on incentives (the inflation schedule). By the way not a crypto-unique approach: That being said incentive campaigns in crypto are short-sighted https://www.wsj.com/articles/how-to-live-in-san-francisco-without-spending-any-money-1525029628 https://www.wsj.com/articles/how-to-live-in-san-francisco-without-spending-any-money-1525029628"
X Link 2025-12-02T14:57Z [----] followers, [--] engagements

"Dishes are leaving the kitchen. Bull or bear we are still cooking For the new corporate transplants: "I am exceptionally proud to contribute towards this strategic collaboration which is pushing forward blockchain adoption through innovation and reduced user friction" Aragon is powering pre-deposit vaults for @StatusL2 the first gasless shared-yield Ethereum L2🚀 Pre-deposit vaults let users contribute liquidity stake assets and earn Karma before mainnet launches to help bootstrap the network from day one. https://t.co/iFoozNTkAJ Aragon is powering pre-deposit vaults for @StatusL2 the first"
X Link 2025-12-02T15:06Z [----] followers, [---] engagements

"@Uniswap @Revolut Epic step Other things necessary for Revolut to become crypto useful: - accept EUR stables and give the 1:1 treatment USDC is getting - fix "sending crypto to an EOA" - takes like manual checks and [--] days to send back to the wallet I received from in the first place"
X Link 2025-12-03T11:00Z [----] followers, [---] engagements

"@river0x A bond backed by micro solar This could be sweet. If the bond defaults do I get to own the PPE and the underlying asset or does putting it onchain strip away basic investor rights"
X Link 2025-12-05T09:11Z [----] followers, [--] engagements

"Cloudflare but doesnt go down as muchwho is building this"
X Link 2025-12-05T12:45Z [----] followers, [---] engagements

"@thattallguy The first two are subjective and problem with equities also not a function of being early"
X Link 2025-12-05T13:02Z [----] followers, [--] engagements

"@clairekart @AragonProject @aztecnetwork @rocksolidHQ @Optimism @m0 @Uniswap @EspressoSys @ZKPassport @Zcash Someone who built a trade anything app complaining people want to gamble is weird for sure"
X Link 2025-12-06T12:23Z [----] followers, [---] engagements

"@DDX_Official A few teams we met are building in-house due to overhiring If that's not the case reach out We @AragonProject can get you started on the industry's best governance stack faster than you would believe"
X Link 2025-12-07T09:06Z [----] followers, [--] engagements

"@0xMert_ People are also completely caught off guard that you want to market a product not a token"
X Link 2025-12-08T16:18Z [----] followers, [---] engagements

"@tengyanAI @Infinit_Labs Sounds great but for it to work we need robust risk frameworks. Not all yield is the same - underlying asset protocol curator are important and its irresponsible to trust low medium high without understanding the framework behind categories"
X Link 2025-12-10T06:54Z [----] followers, [---] engagements

"Making tokens an investable asset class @AragonProject "What we propose has [--] effects: [--]. Empowers founders to build successful businesses by removingDAO bureaucracy & preserving regulatory anti-capture [--]. Provides deterministic certainty increasing investability of an asset class that does not carry explicit investor protections" "What we propose has [--] effects: [--]. Empowers founders to build successful businesses by removingDAO bureaucracy & preserving regulatory anti-capture [--]. Provides deterministic certainty increasing investability of an asset class that does not carry explicit investor"
X Link 2025-12-10T08:59Z [----] followers, [---] engagements

"@heyjessicasmith @AragonProject Evans article is going to be an absolute banger"
X Link 2025-12-10T09:03Z [----] followers, [--] engagements

"@FourVork Or are all l2 tokens just pseudo ownership gimmicks with no real value unless there is a clear value accrual to holders Instead of a simple value accrual wasted years implementing the terrible delegate governance regulatory arbitrage Thankfully changing with new BB module"
X Link 2025-12-10T16:42Z [----] followers, [---] engagements

"@patfscott Definitely interested to take a look - I have been spearheading the Aragon pivot from the governance/DAO meme to token value accrual infra for the past [--] years"
X Link 2025-12-11T09:51Z [----] followers, [--] engagements

"@GwartyGwart @Bart_Mol I will no longer accept compensation in governance tokens. Thank you for your attention on this matter"
X Link 2025-12-11T11:01Z [----] followers, [--] engagements

"Well articulated thesis around why big launch announcements are a grift sold by PR firms and media platforms and gobbled by marketers who stopped learning [--] years ago This doesn't work because a "product launch" isn't what it was [--] years ago anymore Back then you'd launch on Product Hunt and you'd get thousands or tens of thousands of users overnight and journalists would pick it up after A lot has changed since then Firstly nobody cares This doesn't work because a "product launch" isn't what it was [--] years ago anymore Back then you'd launch on Product Hunt and you'd get thousands or tens"
X Link 2025-12-11T11:05Z [----] followers, [---] engagements

"I guess I got my answer 😭"
X Link 2025-12-12T15:10Z [----] followers, [---] engagements

"The sooner we accept tokens were always meant to be equity but betterthe faster we can start building that future. Hyperliquid Dead on "Gary Gensler and others deserve serious blame for creating a regulatory environment where the more useless your application is the safer you are and the more transparently you act and the more clear guarantees you offer to investors the more likely you are to be Dead on "Gary Gensler and others deserve serious blame for creating a regulatory environment where the more useless your application is the safer you are and the more transparently you act and the"
X Link 2025-12-12T15:33Z [----] followers, [---] engagements

"I'm looking for people interested in token value accrual and token holder rights to give feedback on something. If interested comment or DM me. I'm looking for people interested in token value accrual and token holder rights to give feedback on something. If interested comment or DM me"
X Link 2025-12-15T12:54Z [----] followers, [---] engagements

"@ClBlockchain @ipor_io @DanDeFiEd @francescoweb3 @ryskfinance @pear_protocol @DarrenCamas you cookin' another upgrade ser"
X Link 2025-12-15T14:09Z [----] followers, [--] engagements

"@koeppelmann @CoWSwap"
X Link 2025-12-17T19:40Z [----] followers, [---] engagements

"@0xcyp Are you suggesting price is manipulated cant be 😅.BTC [----] tinfoil hat detected"
X Link 2025-12-18T16:05Z [----] followers, [--] engagements

"Me bringing the wife a cute pastry from the bakery"
X Link 2025-12-19T09:57Z [----] followers, [----] engagements

"@JordanImran2 @AragonProject Being semi-convincing is my superpower"
X Link 2025-12-19T15:01Z [----] followers, [--] engagements

"@jpeg_yakuza It's wild that after ENA this didn't become the default. If you pulled your TVL your token allocation was getting slashed. But then again ZRO published 600k known industrial farming addresses and later launches did not blacklist those. Lessons take a while to stick"
X Link 2025-12-19T18:31Z [----] followers, [--] engagements

"@tayvano_ @CryptoMensches @insomniac988 @lukecannon727 @hosseeb We are cooking something to distinguish the hard rugs from cases where the token is actually a legitimate financial vehicle to express an investment thesis about the underlying company (a.k.a. "protocol" or "project") https://x.com/A_Leutenegger/status/2001691108880060687 Its time to separate ownership tokens from memecoins Introducing the Ownership Token Index. A framework and dashboard for investors to clearly do DD on the best tokens and see what value they have based on what they control. Reach out if you want to be involved"
X Link 2025-12-19T18:38Z [----] followers, [---] engagements

"@DefiIgnas Bankless boys disagree ser. They think investors don't care whether or not the token will accrue value. Big market many audiences there is an asymmetric opportunity to prey on the uneducated buyer or as we used to say in [----] "scams pump the hardest""
X Link 2025-12-19T18:41Z [----] followers, [--] engagements

"We build value accrual for a living. I cannot stress this enough: If you are 10x overvalued based on your comps no amount of buybacks will save your token. Whoever is advising you to launch higher or just launch a token with no rights probably is already hedged out [----] token launches have mostly been a bloodbath Tracked [---] TGE launches this year and compared todays FDV vs opening: 84.7% (100/118) are below TGE valuation This means [--] out of [--] launches are below their opening valuation Median token is -71% FDV (-67% MC) from https://t.co/dtCHTvedpZ [----] token launches have mostly been a"
X Link 2025-12-23T11:07Z [----] followers, [---] engagements

"The most GOATed hackathon of [----] will be in January. @pear_protocol and @ryskfinance are the only 2025-vintage onchain products that are net-new innovation. The Future of France is happening in London 16-18 Jan. Hyperliquid Hyperliquid London Community Hackathon [--] days. Londons best developers. One goal: build the future of DeFi on Hyperliquid. From DeFi veterans to first-time onchain builders - come learn build and ship with the best. 🧵 Partners hyperliquid. https://t.co/FwaFj5zvHR Hyperliquid London Community Hackathon [--] days. Londons best developers. One goal: build the future of DeFi on"
X Link 2025-12-29T13:38Z [----] followers, [----] engagements

""Work smart not hard" people usually do neither Shane Parrish on working smart: https://t.co/jmZJFGf4hL Shane Parrish on working smart: https://t.co/jmZJFGf4hL"
X Link 2025-12-29T14:09Z [----] followers, [--] engagements

"@OAK_Res_EN @EricBalchunas @EvgenyGaevoy @gdog97_ @hyenatrade I dont send my location to strangers on the internet. Nice try fed. 😅"
X Link 2025-12-29T14:42Z [----] followers, [--] engagements

"@francescoweb3 Also feels Lighter is farmed much more aggressively so likely recipients just dump. Hyperliquid returned 10x post TGE"
X Link 2025-12-29T18:51Z [----] followers, [--] engagements

"@chainyoda Have you tried withdrawing - cant serve Arbitrum due to too many withdrawal requests. Selling LIT fails due to high slippage. If a rebound is in the cards it will take a while to happen. Too heavily farmed"
X Link 2025-12-30T09:18Z [----] followers, [--] engagements

"@chainyoda Yeap but this feels a different kind of overload compared tomy reference point of the UI going down or gas exploding due to overwhelming bidthis overload feels more on the ask side"
X Link 2025-12-30T09:23Z [----] followers, [--] engagements

"@OAK_Res_EN @USDai_Official @xStocksFi @xStocksFi is a GOAT-ed product but a $100 fee on a $5k conversion on @krakenpro is an absolute rip off 😢Genuinely sad as an "in theory good product" is getting tripped by excessive fee structure"
X Link 2025-12-30T16:50Z [----] followers, [--] engagements

"Making tokens investable Banger. Better disclosures (Blockworks Token Transparency Framework) better regulations investor relations solutions (Blockworks Advisory) better capital formation tools (ownership coin meta) and smarter capital allocation decisions. Its all coming together. How could you Banger. Better disclosures (Blockworks Token Transparency Framework) better regulations investor relations solutions (Blockworks Advisory) better capital formation tools (ownership coin meta) and smarter capital allocation decisions. Its all coming together. How could you"
X Link 2026-01-06T10:50Z [----] followers, [--] engagements

"@functi0nZer0 @binji_x You went from "budget KimDotCom" back at ETHcc Brussels through that awkward skinny phase all the way to a "what if Vitalik was jacked" meme"
X Link 2026-01-06T13:23Z [----] followers, [---] engagements

"@Jrag0x They say they love contrarians they love contrarian sounding consensus takes especially if you can insert the phrase first principles at least twice per hour"
X Link 2026-01-06T14:47Z [----] followers, [---] engagements

"@jpeg_yakuza @erequendi @brevis_zk @KaitoAI Its never enough innit"
X Link 2026-01-07T11:27Z [----] followers, [--] engagements

"Stables 🤝 L2 sustainability If gas fees trend to [--] rollups need a new business model. @AragonProject x @StatusL2 fireside: Ivan Fartunov (@TheTakenUser) and Cyprien Grau (@0xcyp) on funding an L2 with native stablecoin yield tackling liquidity fragmentation and turning privacy pools into productive https://t.co/eazTLVLUXQ If gas fees trend to [--] rollups need a new business model. @AragonProject x @StatusL2 fireside: Ivan Fartunov (@TheTakenUser) and Cyprien Grau (@0xcyp) on funding an L2 with native stablecoin yield tackling liquidity fragmentation and turning privacy pools into productive"
X Link 2026-01-08T11:19Z [----] followers, [---] engagements

"@haonan Damn I havent heard pf anything branded as ethereum killer since [----]. Is that narrative still going"
X Link 2026-01-08T18:09Z [----] followers, [--] engagements

"@Delphi_Digital Me in France right now"
X Link 2026-01-08T18:11Z [----] followers, [--] engagements

"@masonnystrom @stutireal High consensus DeFi - DeFi mullet (fintech distribution) - Private credit onchain (anything branded as RWA) Somewhat consensus - Leverage / yield on top of sports betting / prediction markets Vaults stablecoins anything trading gets attention only if late stage"
X Link 2026-01-09T07:43Z [----] followers, [--] engagements

"@josephdelong The fact you didnt make this as swag at sushi is a generational fumble ser"
X Link 2026-01-09T07:46Z [----] followers, [--] engagements

"@A_Leutenegger Why do they ask red carpet celebrities to opine on geopolitics. Having a large platform/audience automatically signals credibility because we are social creatures. Stupid but"
X Link 2026-01-09T12:23Z [----] followers, [--] engagements

"So bullish might get banned 😅"
X Link 2026-01-13T13:02Z [----] followers, [---] engagements

"@DoveyWan Have you heard of @ryskfinance or @pear_protocol - have fun getting rich"
X Link 2026-01-14T12:10Z [----] followers, [---] engagements

"@0xWenMoon This should be the logo @eth_milano mafia"
X Link 2026-01-14T13:55Z [----] followers, [--] engagements

"@buythedipagain @ivangbi_ @genericmoney A different Ivan much poorer much older arguably better looking"
X Link 2026-01-15T17:29Z [----] followers, [--] engagements

"We are unstab. ahem unstoppable Hyperliquid Now we can yap for the love of the game Hyperliquid Now we can yap for the love of the game Hyperliquid"
X Link 2026-01-16T12:16Z [----] followers, [---] engagements

"@unusual_whales He just loves nuking the markets on weekends"
X Link 2026-01-17T18:57Z [----] followers, [----] engagements

"@genericmoney"
X Link 2026-01-20T17:42Z [----] followers, [--] engagements

"@reisnertobias LMAO this fella claims you can wake up one morning and outperform Trafigura / Vitol / Glencore because your decided a the oil market is interesting 😅 Overnight successes usually take decades"
X Link 2026-01-21T14:21Z [----] followers, [--] engagements

"@genericmoney @StatusL2 You might not like it but this is what the peak network sustainability form looks like and there ain't no thing you can do about it"
X Link 2026-01-21T15:22Z [----] followers, [--] engagements

"@roundtrip00 @keepmov1ng @pear_protocol Tried to do Met/rayno ray on pear so met/sol or met/pump it is"
X Link 2026-01-21T21:10Z [----] followers, [--] engagements

"@cobie @karbonbased It makes sense to not be clawed back but thats why CT is salty - he made money they didnt. Most were punting the proxy tokens so some of them are rekt and on top all their farmingahem sorry organic engagement was in vain"
X Link 2026-01-22T07:28Z [----] followers, [----] engagements

"@CupOJoseph In [----] a lot of people started DeFi protocols without knowing what finance is so we shouldn't stay in the way of ambition.also now we have perps that actually work (no offence to SNX) so we can short shit protocols"
X Link 2026-01-22T12:19Z [----] followers, [--] engagements

"@CamiRusso Stani is the sole outlier everyone else on the list is from a pretty quant heavy field which is the main pre-cursor for finance."i am good with numbers let's use that to make a fu**ton of money" is the default path for most of high finance"
X Link 2026-01-22T12:26Z [----] followers, [---] engagements

"@paulg The celebration is about getting a bunch of high-social-capital people/orgs to back your brand by being part of the "victory".bootstrapping doesn't get that reach"
X Link 2026-01-22T12:29Z [----] followers, [---] engagements

"@KSimback @redphonecrypto I commit capital to the project. Team funded from yield + slow conversion (2-5 years). I can rage quit at any time (maybe exit tax) and get shares based on time x capital. Downside is you cant sell the 100x dream but if are building something real you dont want fast capital"
X Link 2026-01-22T16:08Z [----] followers, [--] engagements

"@Evan_ss6 Fuck I guess bear market is still ahead"
X Link 2026-01-22T16:36Z [----] followers, [--] engagements

"@petheth Show me anything remotely interesting that is not EVM MetaDAO excluded"
X Link 2026-01-22T18:51Z [----] followers, [--] engagements

"@andyyy The tandem is boring AF you are just luggage the solo should be fun though"
X Link 2026-01-22T19:35Z [----] followers, [--] engagements

"@theZeugh I agree but we are decades away from that sort of protocol maturity designing for it today is drastically decreasing our chances of ever getting there"
X Link 2026-01-22T19:53Z [----] followers, [--] engagements

"@albiverse Yeap timeline but also catalyst ser. This cycles catalyst was not social it was more pure-play gambling so likely the survivors will be: - Hyperliquid (leverage) - Pumpfun (memecoins) - Polymarket (sports betting)"
X Link 2026-01-23T07:16Z [----] followers, [--] engagements

"@gnovak_ Imagine the mental gymnastics: When a customer makes an order we purchase it with our balance sheet and we hold it as inventory until the customer settles. So technically it is revenue as they dont buy from the market but from us"
X Link 2026-01-23T08:11Z [----] followers, [--] engagements

"@kirbyongeo Hyperliquid"
X Link 2026-01-23T09:13Z [----] followers, [---] engagements

"We are bringing the custody into self-custody: - access policies - event-triggered actions - recurring payment automation You know as a real grown-up custodian would offer and in addition capital sovereignty is enforced programmatically not legally https://t.co/E8oslxPIQv https://t.co/E8oslxPIQv"
X Link 2026-01-23T13:09Z [----] followers, [---] engagements

"@DanDeFiEd Can we redact the photo so the banner shows one of the only two acceptable forms of coffee: - cappuccino - espresso LatteI am not angry I am just disappointed"
X Link 2026-01-25T12:46Z [----] followers, [--] engagements

"@CupOJoseph @koeppelmann Onchain EUR borrow demand or another organic yield source is a prerequisite. The CDP + stability pool yield is just ouroboros"
X Link 2026-01-25T14:43Z [----] followers, [--] engagements

"There is no real moat no differentiation its all.for the lack of a better word Generic Too many stablecoin chains The stablecoin landscape today looks like the ICO boom in [----] Everyone thinks they're special 90% will be footnotes. Expect consolidation in 2-3 years. Too many stablecoin chains The stablecoin landscape today looks like the ICO boom in [----] Everyone thinks they're special 90% will be footnotes. Expect consolidation in 2-3 years"
X Link 2026-01-25T17:20Z [----] followers, [---] engagements

"@rektonomist_ @thelearningpill Isn't the whole point of RE that you can access cheap leverage Like I put a downpayment of 20% and borrowed at 3%. Even though S&P does better vs RE you don't have cheap leverage there"
X Link 2026-01-26T13:43Z [----] followers, [--] engagements

"@omeragoldberg We had an economically secured subjective oracle aka Aragon Court and chose to deprecate it a while back because the security model is faulty. Same reason oSnap never got traction. This issue has been obvious to anyone whos incentives are not to deliberately ignore it"
X Link 2025-07-08T19:48Z [----] followers, [---] engagements

"@the_weso @Trevee_xyz (frmr PAL) in similar situation. P/E is somehow not a metric we care about onchain. The revenue meta gave value some hope but didnt stick"
X Link 2025-11-01T13:04Z [----] followers, [---] engagements

"@emilylai We did a workshop on the first two in Cannes with @AerodromeFi @BlockworksAdv @CurveFinance and @Trevee_xyz - compiling a playbook now. For the latter two come to DeFiConnect in Buenos Aires @partyactionppl are cooking"
X Link 2025-11-04T06:32Z [----] followers, [---] engagements

"@mbaril010 @EFDevcon @OctavFi @protocol_fx @beefyfinance @OdysseyFi @SiloFinance @Trevee_xyz The event was insane"
X Link 2025-11-18T11:03Z [----] followers, [--] engagements

"@DisruptionJoe There is a tiny talent pool that needs to spend valuable time to "govern" well. Most networks don't have the economic scale to sustain "decentralised governance". Corporate governance exist little value in complicating it for anything outisde AAVE/MKR/LIDO scale"
X Link 2025-12-01T16:54Z [----] followers, [--] engagements

"Is there anything interesting/novel happening in DeFi that isn't @ryskfinance or @pear_protocol"
X Link 2025-12-15T13:23Z [----] followers, [----] engagements

"This was a lot of fun to build and there's even more exciting stuff coming from @StatusL2 @AragonProject and Redacted super excited to announce that the first step towards our mainnet launch is here start today by depositing $SNT & $LINEA next week the $ETH vault opens let's goooooo super excited to announce that the first step towards our mainnet launch is here start today by depositing $SNT & $LINEA next week the $ETH vault opens let's goooooo"
X Link 2025-12-16T08:44Z [----] followers, [----] engagements

"Knowing who owns what is imperative for tokens to be an investable asset class Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control explicit verifiable and comparable. https://t.co/75YGYEwkIc Tokens wont be treated as valuable assets until ownership is clear and enforceable. Today were introducing the Ownership Token Index a new framework (and upcoming dashboard) that makes tokenholder rights value flows and control"
X Link 2025-12-18T16:30Z [----] followers, [---] engagements

"CEO confirmed "Making tokens an investable asset class" is @AragonProject new mission statement Now that build something worth owning is the official @AragonProject slogan on Sunday I announced our new strategic direction (team will get onboard with it soon 😂) Turning network tokens into an investable asset class Network equity is real Now that build something worth owning is the official @AragonProject slogan on Sunday I announced our new strategic direction (team will get onboard with it soon 😂) Turning network tokens into an investable asset class Network equity is real"
X Link 2025-12-19T14:43Z [----] followers, [----] engagements

"Kinda wild that Kalshi and Polymarket are valued in a category of their own. Bruh we have DraftKings Entain plc etc. Gambling is a pretty well established business with known operating margins"
X Link 2025-12-23T12:00Z [----] followers, [---] engagements

"@coinfessions Looking at all the KOLs not knowing what Dragonchain is we need a new [----] ICO era to teach them a history lesson"
X Link 2026-01-12T16:29Z [----] followers, [----] engagements

"et voil https://x.com/AragonProject/status/2010803205702119586 CEO confirmed "Making tokens an investable asset class" is @AragonProject new mission statement https://x.com/AragonProject/status/2010803205702119586 CEO confirmed "Making tokens an investable asset class" is @AragonProject new mission statement"
X Link 2026-01-13T07:39Z [----] followers, [---] engagements

"@cobie @karbonbased The $180M raise explicitly included $15M secondaries for a founder exit.not sure how the clawback on those looks like"
X Link 2026-01-22T07:18Z [----] followers, [----] engagements

"Dinner when the wife is away not a vegetable in sight"
X Link 2026-01-22T18:18Z [----] followers, [---] engagements

"@albiverse Ser AAVE was an ICO known as ETHLend and UniSwap was DeFi summer definitely not NFT related arguably nothing interesting (with a publicly traded token) has come out since [----] other than Hyperliquid Morpho and MetaDAO"
X Link 2026-01-22T18:57Z [----] followers, [--] engagements

"@ClBlockchain The funny part is you will be losing money at roughly the same speed with both of these investments"
X Link 2026-01-25T14:14Z [----] followers, [--] engagements

"@CupOJoseph @koeppelmann Organic yield: If I am borrowing cdpEUR to loop wstETH or to swap into dollars and farm USDC yield while holding USDC/EUR hedge Circular reference: All the yield cdpEUR can earn is stability pool paid by minters of cdpEUR.no fresh cash enters"
X Link 2026-01-25T16:40Z [----] followers, [--] engagements

"Jan 2026: After the yaps collapse even the bankless bros pivoted to geopolitical commentary. Those with humility to at least stick to their field of expertise are trading metals. The onchain fields are barren. Driven by volatility we are the few that stand. Hyperliquid"
X Link 2026-01-25T17:29Z [----] followers, [---] engagements

"When I joined @AragonProject in [----] this was a contrarian take internally within the industry and especially within governance experts. For over a year now the only lense through which the team views non-gas tokens is as equity. P.S. Vault shares are more debt-like Turns out corporate governance is largely a solved problem and most attempts to make it better will only make it worse Turns out corporate governance is largely a solved problem and most attempts to make it better will only make it worse"
X Link 2026-01-25T19:16Z [----] followers, [---] engagements

"@Jrag0x I was worried it will end with broccoli being the best vegetable and I was going to be upset but mache is an acceptable answer"
X Link 2026-01-26T18:24Z [----] followers, 46.5K engagements

"This is not only about market positioning. It applies to product design. Solve a specific problem and ignore the rest. People look at Amazon everything storesure but that took decades. Pick a niche dominate it grow from there. Hyperliquid One to bookmark: positioning work is uncomfortable because it requires choosing you can't be for everyone. you can't solve every problem. you have to define your lane and stay in it. teams skip this because it feels limiting but clarity is what makes everything else work One to bookmark: positioning work is uncomfortable because it requires choosing you"
X Link 2026-01-27T13:06Z [----] followers, [---] engagements

"@jakub_rusiecki Say more. I am reluctant because of all the context GPT has built from historical interactions within the projects I am working on. How did you port that over"
X Link 2026-01-27T13:17Z [----] followers, [--] engagements

"Confirmed KOL status.waiting for the private allocation deals to start hitting my inbox. Finally imma make it @TheTakenUser you were a key influencer on that decision sir - i just didn't have it in me earlier @TheTakenUser you were a key influencer on that decision sir - i just didn't have it in me earlier"
X Link 2026-01-27T13:27Z [----] followers, [---] engagements

"@Dogetoshi Hyperliquid"
X Link 2026-01-27T17:50Z [----] followers, [--] engagements

"@rektonomist_ @rektdiomedes @MeshClans @0xgilllee @0xCheeezzyyyy @crypto_linn @kenodnb @andrewmoh @Eli5defi @YashasEdu @splinter0n @belizardd @St1t3h @the_smart_ape @defi_mago @Mars_DeFi @Nick_Researcher @TheDeFiPlug @satyaki44 Ser you can also mint GUSD by @genericmoney and stake it for yield. The first productive use of capital live on Citrea from day zero"
X Link 2026-01-27T18:04Z [----] followers, [--] engagements

"@rektonomist_ @rektdiomedes @MeshClans @0xgilllee @0xCheeezzyyyy @crypto_linn @kenodnb @andrewmoh @Eli5defi @YashasEdu @splinter0n @belizardd @St1t3h @the_smart_ape @defi_mago @Mars_DeFi @Nick_Researcher @TheDeFiPlug @satyaki44 @genericmoney Legend DM me with any questions. Weve been cooking it for some time and would really appreciate feedback"
X Link 2026-01-27T18:08Z [----] followers, [--] engagements

"The penguin poster depicting the reality of "first principles thinking" on CT"
X Link 2026-01-28T10:19Z [----] followers, [---] engagements

"Its not rocket science: - Tokens are equity - Gas tokens are commodities - Vault shares are debt"
X Link 2026-01-28T17:22Z [----] followers, [---] engagements

"What can't be refinanced will be tokenised dontcha worry JUST IN: Private U.S. credit firms are selling debt to themselves at a record rate. JUST IN: Private U.S. credit firms are selling debt to themselves at a record rate"
X Link 2026-01-28T21:16Z [----] followers, [---] engagements

"10 years crypto meet-ups in Sofia. Hyperliquid on top"
X Link 2026-01-29T19:03Z [----] followers, [---] engagements

"@kapursanat I thought on 10/10 everyone found that there actually was no real bid which is why prices are down. What you are observing is just one level deeper than what everyone is talking about.or am I missing something"
X Link 2026-01-30T08:29Z [----] followers, [---] engagements

"@llamaonthebrink No can do ser creator coins are just a way to move money from the pockets of the hopeful to the pockets of the opportunistic nothing more nothing less"
X Link 2026-01-30T09:09Z [----] followers, [--] engagements

"The team Slack is getting me emotional. I feel seen ♥"
X Link 2026-01-30T12:34Z [----] followers, [---] engagements

"PSA to the 100s of crypto cards. sorry "onchain neo banks". Your product is a commodity; your edge is a 10-min onboarding flow from ad to an IBAN. A waitlist shows incompetence. Why would I trust you with my money If a VC invests based on waitlist size they are D-tier"
X Link 2026-01-30T15:40Z [----] followers, [---] engagements

"@0xcyp @bitfalls @divine_economy Bullish @StatusL2 - Gud tech strong Tokenomics by @AragonProject and a better onchain dollar by @genericmoney"
X Link 2026-01-31T10:42Z [----] followers, [---] engagements

"So many contestants to be the next Hyperliquidif you have been around you remember how the next Ethereum ecosystems performed. Hint - most became L2s Biggest Perp DEX's by volume in [----]. Eyes on @reya_xyz here already in the top [--]. https://t.co/WlUufoajGI Biggest Perp DEX's by volume in [----]. Eyes on @reya_xyz here already in the top [--]. https://t.co/WlUufoajGI"
X Link 2026-01-31T10:57Z [----] followers, [---] engagements

"@DanDeFiEd @reisnertobias Onchain natives: XRP is garbage someone should pay me to hold it Rysk team: hold my beer"
X Link 2026-01-31T11:02Z [----] followers, [--] engagements

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