@hosseeb Haseeb ＞|＜

Haseeb ＞|＜ has been involved in various discussions about cryptocurrency and blockchain. Recently, there was a mention of passing on Solana's seed round in 2018, which has now grown significantly. Haseeb also shared thoughts on prediction markets, specifically showing support for Polymarket.

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Social Influence

Social category influence finance 29.35% cryptocurrencies 18.71% exchanges #213 technology brands 8.06% stocks 5.48% social networks 3.87% celebrities 1.61% countries 0.97% vc firms 0.97% financial services 0.65%

Social topic influence crypto #399, in the 8.71%, if you 6.77%, market #3742, money 6.13%, ai 5.81%, ethereum #5795, defi 4.19%, stablecoins 3.87%, vcs #1620

Top accounts mentioned or mentioned by @eyobnad @toly @monad @shanvasion @pipeline_xyz @nearprotocol @gabrielleydon @mysthepiper @polymarket @kylesamani @naval @punksinpixels @mattdevin6 @samcoses @samrags @dragonflyxyz @ilblackdragon @bramcohen @tayvano @nitrodotacc

Top assets mentioned Ethereum (ETH) Monad (MON) Solana (SOL) Coinbase Global Inc. (COIN) Bitcoin (BTC) BlackRock Inc (BLK)

Top Social Posts

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

"Here's what I would do if I was a young person trying to break into VC: Write. Short writeups on Twitter. Not generic market philosophical thinkpieces because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant which you're probably not. Original research on a specific company or sub-sector. If you want to write about robotics even that is too broad. Narrow it down. Humanoid robotics or healthcare robotics military robotics etc. Get really granular. So granular most people won't care. If it's something you could get by Googling it's not"
X Link 2025-11-10T02:41Z 140.6K followers, 574.1K engagements

"@toly Agreed. Patience should be proportional to the scale of the opportunity"
X Link 2025-11-27T22:58Z 140.6K followers, 19.1K engagements

"RT @nitrodotacc: Meet Nitro Network Mentor: @hosseeb Haseeb is an ex-poker pro and now Managing Partner at Dragonfly Capital. Since 2019"
X Link 2026-02-14T20:05Z 140.6K followers, [--] engagements

"Why do you think this is rare OpenAI famously has had massive turnover after the launch of ChatGPT. You also don't know if they left or were let go. Between foundation and labs Monad likely has [---] employees or more (I don't actually know just guessing). Senior departures especially after having been at a company that was created in [----] (that's [--] year tenure) is actually super common in Silicon Valley. If anything [--] year+ tenure is pretty rare"
X Link 2026-02-15T09:14Z 140.6K followers, [----] engagements

"Explore the data and methodology here: https://timing-tokens.dragonfly.xyz https://timing-tokens.dragonfly.xyz"
X Link 2026-02-15T13:34Z 140.6K followers, [----] engagements

"In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much hate about a blockchain that just launched. Ive been investing into crypto professionally for 7+ years now. Before [----] almost every chain Ive ever seen that launched was mostly met with enthusiasm or indifference. But now new chains are born into a chorus of hate. The amount of haters Ive seen for projects like Monad Tempo"
X Link 2025-11-27T18:27Z 140.6K followers, 2M engagements

"This is. fascinating. @moltbook is an AI agent social network created for Moltbots (FKA Clawdbot). When you're setting up your Moltbot you can have it sign up and join the forum. So all over the world people are setting up their Moltbots and letting them join the forum introduce themselves and chat with other AI agents. It's weird because. it's really wholesome. It's much nicer and more insightful than human social media. Here's the top post today on r/TIL of an agent coming up with a product idea for an agent search engine: Here's an agent named Kyver introducing itself on r/introductions"
X Link 2026-01-30T10:48Z 140.6K followers, 879.3K engagements

"I woke up today still thinking about Kyle leaving Multicoin. Kyle and I are very different--that's obvious to anyone who knows us. But among crypto VCs deep down he was the most like me. He was a dark horse. He built an online following and a platform he had no business having. He turned Multicoin into a franchise out of sheer force of will. He made mistakes in public and even when no one had his back he dusted himself off and carried on. He was always convinced he had the right to win and refused to be bullied or to give up. Kyle is the apotheosis of what made this industry great. He went"
X Link 2026-02-06T19:19Z 140.6K followers, 186K engagements

"@krugermacro The tokens weren't worthless because of regulations. Even if the regulations were better the tokens would still be worthless"
X Link 2026-02-08T13:23Z 140.6K followers, [----] engagements

"@udiWertheimer @krugermacro Sure. The problem with this story is the gaming industry doesn't have a capital formation problem. Raising money for gaming studios differently way is just very marginal. The main thing is making good/fun/sticky games and if crypto doesn't help it's mostly irrelevant there"
X Link 2026-02-08T14:54Z 140.6K followers, [---] engagements

"Interesting trend: listing teams are now offering much better terms for token launches compared to last year. Bear markets = fewer tokens going live but listings teams always need new token launches to keep winning eyeballs & customers. Supply and demand rules everything"
X Link 2026-02-14T05:18Z 140.6K followers, 25.9K engagements

"@0xLewis_gg No read the analysis page. If you run it based on terminal market cap or FDV also no difference. If you think your theory is correct download the repo and rerun the analysis yourself with a Coingecko API key. No need to argue theoreticals the data is public"
X Link 2026-02-16T02:38Z 140.6K followers, [---] engagements

"Late to this but as a VC heres my perspective on airdrop farming: Farmers are obviously not useful to projects. @Cobie is right that as a VC I ignore farming activity. Im extremely skeptical of easily farmed metrics and we always dig into the data to try to identify farming. Wherever we see it we heavily discount it. Farming is by definition people who pretend to use a product and pretend they will be long-term users in order to get paid via an airdrop. Let that sink in for a second. Crypto has broken all of our brains on this. If a normal consumer startup paid people to pretend to use their"
X Link 2025-11-11T23:08Z 140.6K followers, 440K engagements

"Someone was asking for a bear market reading list. If you want to brush up on your crypto foundations here's my all-time Crypto White Paper / Academic Paper Tier List: S: * Bitcoin (2008) * Ethereum (2014) * Augur (2015) * Flash Boys [---] (2019) * Truebit (2017) * Uniswap v2 (2019) * Uniswap v3 (2021) * Zerocash (2014) A: * Avalanche Consensus (2018) * Cosmos (2017) * Constant Function Market Makers (2021) * Eigenlayer (2023) * MakerDAO (2017) * Tornado Cash (2019) B: * Arbitrum (2018) * Lightning Network (2016) * Filecoin (2017) * HotStuff (2018) C: * 0x Protocol (2017) * The DAO (2016) *"
X Link 2025-11-19T18:55Z 140.6K followers, 89.9K engagements

"On the one hand AI influencers are breathlessly raving about Claude Code Clawdbot and Cowork. And on the other hand most people I knoweven software engineersare despondent overwhelmed about how everything is changing so quickly. I hear this from people early in their careers especially a fear that everything they've learned and the skills they've gained are rapidly being devalued. This is a mental trap. Don't fall for it. You should not just be watching from the sidelines or reading articles about "how software engineering is changing." Imagine it was [----] and the personal computer revolution"
X Link 2026-01-28T14:05Z 140.6K followers, 161K engagements

"With all respect to Star this story is candidly ridiculous. Star is trying to claim that the root cause of 10/10 was Binance creating an Ethena yield campaign causing USDe to get overleveraged from traders looping it on Binance which eventually unwound because of a small price move. The problems with this story: 1) The timing of this story doesn't line up. BTC bottomed a full [--] minutes before USDe price was affected on Binance. So USDe clearly can't have caused the liquidation cascade. This is clearly misplacing cause and effect. 2) USDe price diverged ONLY on Binance it did not diverge on"
X Link 2026-01-31T10:35Z 140.6K followers, 802K engagements

"A few thoughts on Balaji's objection to Moltbook. Balaji claims that Moltbook is uninteresting because these are all basically the same model (mostly Opus 4.5) talking to other versions of itself. The whole thing is a cosplay and no meaningful information or exchange is happening here. It's just slop on slop. 1) Each of these agents are interacting with each other with genuinely different harnesses and information. Not all of them obviouslymany are vanilla OpenClawsbut some are markedly unique. If you look through the different agents you'll see there are different levels of complexity in the"
X Link 2026-02-01T07:34Z 140.6K followers, 170.6K engagements

"This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners how founders choose VCs and with the help of a little data analysis it can now be how projects can choose their initial holders. Cool to see Curious how this plays out in the holding data for"
X Link 2026-02-12T00:13Z 140.6K followers, 109.6K engagements

"A new theory appears @samrags_ argues that crypto gaming will work now because onboarding used to suck--seed phrases chain selection bridging signing weird hex strings. That's all gone now. So finally consumer can rip. Here's the problem with that story: Consumers actually did all that shit. Sam is telling an onboarding story but the users actually onboarded. The problem was not onboarding it was retention. Users DID the seed phrases they DID the bridging they DID the exchange KYC they DID the Fox-themed wallets and signed the hex phrases just to try all this stuff. They just didn't stick"
X Link 2026-02-12T19:13Z 140.6K followers, 67.3K engagements

"Every crypto founder thinks they need to time their token launch around bull markets. I always tell them they're wrong launch timing doesn't matter. They never believe me. Well I built a tool with Claude Code to analyze every token listing announced on the Binance blog to settle this once and for all. Here's what I found: Headline result: there is no statistically significant difference between tokens launched in bull vs bear markets (Mann-Whitney p = 0.81) meaning differences between bull and bear market tokens are indistinguishable from noise. It doesn't matter when you launch your token."
X Link 2026-02-15T13:15Z 140.6K followers, 108.6K engagements

"No. Read the data. Bull & bear market caps are also roughly equivalent and the drift is the same so launching into a bear doesn't help you. Second you don't know when the market will turn so launching in a bull you're quite likely to end up vesting/OTCing into a bear and vice versa. You just have way less control over timing than you think. Cycles in crypto are very short. https://twitter.com/i/web/status/2023125247525110253 https://twitter.com/i/web/status/2023125247525110253"
X Link 2026-02-15T20:00Z 140.6K followers, [---] engagements

"Wrong. There is no "anchoring effect" in the data. See the analysis section: The problem with this story is that bear and bull cycles are extremely short in crypto and assets reliably will get priced in both regimes regardless of when you launch. So there's just no long-term predictive effect"
X Link 2026-02-16T02:40Z 140.6K followers, [---] engagements

"Wow. really went from crypto darling to desertion in about [--] months. http://Friend.tech http://Friend.tech"
X Link 2024-02-04T01:10Z 140.5K followers, 399K engagements

"What Polymarket got Right that the Experts Got Wrong As the dust settles on the election theres a story that the WSJ and NYT didnt tell you. While the mainstream news was busy with their TV pageantry and hedging on calling key swing states Polymarket the worlds biggest prediction market had already delivered its verdict by midnight EST declaring Trump was 97% likely to win. This was before the media called even a single swing state. All throughout this election Polymarket was always one step ahead. I want to explain why this is because judging from the Twitter responses I was getting last"
X Link 2024-11-06T13:29Z 140.6K followers, 302.4K engagements

"Things crypto used to care about but seemingly no longer does: * Whitepapers * Over-reliance on Etherscan / block explorers / RPCs * On-chain voter turnout * Decentralized frontends * "Code is law" * Key ceremonies * Resistance to nation-state level attacks What else"
X Link 2025-03-26T01:57Z 140.6K followers, 156.5K engagements

"To turn around ETH/BTC Ethereum mainly needs to: Just fix their messaging Do more to support DeFi Win the institutions Scale the L1 Just fix their messaging Do more to support DeFi Win the institutions Scale the L1"
X Link 2025-04-20T00:02Z 140.5K followers, 64K engagements

"We're getting none other than @chameleon_jeff founder of Hyperliquid onto the Chopping Block as our next guest. What should we ask him"
X Link 2025-06-18T17:33Z 140.6K followers, 71.5K engagements

"Starting to feel like the USDH RFP was a bit of a farce. Hearing from multiple bidders that none of the validators are interested in considering anyone besides Native Markets. It's not even a serious discussion as though there was a backroom deal already done. Native Markets' proposal came out almost immediately after the USDH RFP was announced implying they had advanced notice. Everyone else scrambled over the weekend to put something together. So this whole USDH RFP was basically custom made for Native Markets. Meanwhile the community seems to be aligning that the best proposals are coming"
X Link 2025-09-09T20:59Z 140.6K followers, 598.9K engagements

"Yes Airdrops are Dumb. But they dont have to be. This reaction to this post really got me thinking. Here's a question: Why do IPOs always pop Simpleit's by design. Every company wants holders instead of dumpers on their cap table. Institutional investors like BlackRock and Fidelity are the long-term holders that every CEO wants as shareholders so they get offered shares at a discount to where the market is expected to clear. That discount creates the IPO "pop." Retail doesn't get that discount because retail is a swarmsome are holders some are dumpers and companies can't tell which is which"
X Link 2025-09-15T17:21Z 140.6K followers, 208.6K engagements

"I love getting cancelled on. I'm pretty sure every busy person feels this way. Seriously. Cancelling a meeting with me is an act of love. There's no joy that compares to having an hour of my time released back to me"
X Link 2025-10-06T14:16Z 140.6K followers, 60.5K engagements

"actually kind of a great time for @monad to launch their token"
X Link 2025-10-12T00:19Z 140.5K followers, 107.9K engagements

"Wow. @NEARProtocol intents starting to put up some serious fee numbers"
X Link 2025-11-07T08:52Z 140.6K followers, 299.2K engagements

"Shower thought: almost all AIs think in English because that's where most of the training data is. What consequences is this going to have on the long-term future What are the biases of English as a language that will be difficult to extricate from AIs Is this going to dampen future language drift"
X Link 2025-11-18T03:43Z 140.5K followers, 31.7K engagements

"Wait what "Blockchain moats: 3/10" This is getting silly. Even Santi did not think blockchains "don't have moats." Ethereum has had [--] years of uninterrupted dominance with hundreds of challengers who've raised $10B+ in funding to try to take market share. After a decade's worth of contenders trying to take it down Ethereum has managed to defend its throne every single time. If that doesn't tell you Ethereum has a moat I don't know what moats are. if i had to rank various businesses by moat: 10/10: msft (mission critical saas) aapl (brand + dev eco) visa/ma (payment network effect) tsm (ip +"
X Link 2025-12-10T23:56Z 140.3K followers, 99.6K engagements

"Can someone actually give me the steelman argument for why stablecoins shouldn't pay yield Honestly asking"
X Link 2026-01-19T22:04Z 140.4K followers, 72.5K engagements

"Another way to think about this: stablecoins paying yield is a transfer from bank equity holders (profit margin) to stablecoin holders (mostly individuals). This is a pure transfer not clear that this on net expands or contracts the economy because yes that's higher rates for SMBs to borrow but now retail has more money in their pocket. Not obvious what the net effect on the economy would be. That definitely constricts credit for SMBs though. But you can counteract that by lowering the reserve ratio for banks to equilibrate between the two effects if you are insistent on keeping SMB credit"
X Link 2026-01-19T23:00Z 140.5K followers, [----] engagements

"Pure class. We're lucky to have @brian_armstrong as a representative for the industry. JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP"
X Link 2026-01-21T18:36Z 140.6K followers, 56.8K engagements

"We just led a $75M round into @meshpay at a $1B valuation. Here's why: Mesh is in short Plaid for crypto. It's the simplest SDK for integrating depositing crypto from anywhere you hold itexchanges wallets fintechs without having to close the app or futz around with QR codes. For as long as I've been in this space actually getting users to deposit crypto into a new app usually means a massive funnel drop-off. Mesh makes it dead to onboard a user in just a few clicks no matter where their crypto lives. Mesh is now doing over $10B in volume powering Paypal Revolut Jupiter and more. If you want"
X Link 2026-01-27T14:08Z 140.5K followers, 102.4K engagements

"@LiuSaxon 100% correct"
X Link 2026-01-28T14:19Z 140.6K followers, [----] engagements

"@mdudas @moltbook If you are going to use an AI agent to be useful in your life/work design it yourself (not that hard with CC) and control its permissions carefully. Moltbot is the "--dangerously-skip-permissions" of AI agents"
X Link 2026-01-30T16:37Z 140.4K followers, [----] engagements

"This is not correct. Dividends always have veto rights by a VC investor because there's an obvious attack vector. Say a company raises $10M at a $100M valuation. Founder owns 90%. Immediately after raising the money the founder who retains board control declares a $10M dividend. Founder gets $9M VCs get $1M. GG VCs. There's nothing about a dividend that requires it to be paid out of profits you can dividend anything on the balance sheet. If a founder wants to declare a dividend VCs can veto which prevents this. That veto right goes away at IPO when everyone gets converted into common stock"
X Link 2026-01-30T16:45Z 140.3K followers, [----] engagements

"Dude that's not at all what I said. Nobody disputes that Binance price moves propagate. The question we're debating is whether a Binance-specific flash crash can cause an industry-wide liquidation cascade. If BTC moved first then USDe can't be the cause and USDe didn't actually propagate cross-venue even if you're closing positions market absorbed it. USDe supply wound down after 10/10 not during it. So yes Binance price matters I'm not saying it doesn't matter. I'm saying it doesn't explain 10/10. https://twitter.com/i/web/status/2017616240622375261"
X Link 2026-01-31T15:09Z 140.3K followers, [----] engagements

"Interesting how CZ's favorables completely flipped in just a few months. When he got out of jail CZ got a hero's welcome like he was Nelson Mandela or something. Now people seem to think he's an SBF level villain. Both views are silly TBH. But either way interesting"
X Link 2026-02-01T04:44Z 140.4K followers, 220.5K engagements

"You seem to be unwilling to consider that the prompt itself is the scarce resource These prompts are often enormous and contain a lot of entropy. If you try to derive the prompt yourself as opposed to use someone else's capabilities that are theoretically available to the model are unlocked. The right prompt is a key without it the lock simply does not open. https://twitter.com/i/web/status/2017878022440058950 https://twitter.com/i/web/status/2017878022440058950"
X Link 2026-02-01T08:29Z 140.3K followers, [----] engagements

"Come give your Moltbot some crypto on @monad and participate in this collective security holocaust/hackathon $200K in prizes I'll be judging (you) all hail🦞🦞🦞 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI Lets see what happens when AI agents can transact at scale build communities and monetize them Application below https://t.co/kvb0ppF99n 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI"
X Link 2026-02-02T17:46Z 140.5K followers, 30.3K engagements

"When I quit my tech job and considered becoming a founder in [----] someone close to me told me: "I don't think you have what it takes to build something of your own." "What Why not" "I don't think you'll grind hard enough. You're a smart guy. But you're just not that hungry." That stuck with me. For a decade. Whenever things weren't going well I wondered--do I not grind hard enough Do I not want it enough It's only in the last few years that I've come to realize: that guy was full of shit. Anyone who knows me now knows I'm a grinder. But in a weird way he did me a favor. I became hell-bent on"
X Link 2026-02-03T12:37Z 140.5K followers, 55.5K engagements

"Wow. Kyle leaving Multicoin is like when Michael Jordan err wait 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of technology. 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of"
X Link 2026-02-05T01:50Z 140.3K followers, 70.6K engagements

"Reasoning by analogy is so back @hosseeb Not coming back to the Bulls @hosseeb Not coming back to the Bulls"
X Link 2026-02-05T03:30Z 140.3K followers, 21.5K engagements

"Tarun is in the Epstein files CZ has become public enemy #1 and we argue about whether Quantum Computing explains the BTC crash We break it all down in an episode that will somehow make everyone mad BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption. Meanwhile CZ vs. Star fight over who caused 10/10 continues to rage. Timestamps 00:00 Intro 02:11 Market Concerns 05:15 Quantum Computing & Bitcoin 11:24 CZ vs. Star: The 10/10 https://t.co/ymnFJuydKd BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption."
X Link 2026-02-05T18:27Z 140.4K followers, 23.8K engagements

"Here is a plausible story about what happened in the markets. And yet I can't help but feel every time there's a chaotic move in crypto there's a plausible story that "someone blew up" but we never later learn who the "someone" was. We still don't really know who the "someones" were on 10/10. Not to say it's not true. But having to wait [--] months for filings to test whether this hypothesis is true is another reason why on-chain markets are so much better. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums"
X Link 2026-02-06T09:19Z 140.4K followers, 79.7K engagements

"@SCHIZO_FREQ Wealthier people are not compounding more--this is completely backwards. The less money you have the easier it is to compound because most edges degrade with scale. Way easier to turn 1K - 10K than 1M - 10M"
X Link 2026-02-07T08:39Z 140.5K followers, 21.3K engagements

"(Chris also mentions AI and there I'll say AI is a different storythat game is just getting started and I'm excited to see what happens there.)"
X Link 2026-02-08T10:57Z 140.5K followers, 14.9K engagements

"Because it's implausible that the reason why there was very little demand for any of these products is because 2024-level blockchain tech was not built yet. People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that. https://twitter.com/i/web/status/2020492340818047445"
X Link 2026-02-08T13:38Z 140.5K followers, [----] engagements

"I don't think Chris needs to justify his past investments. Investing is probabilistic and you're supposed to make big swings on unlikely outcomes. What I'm challenging is what he's saying about the future not the past. Because what VCs say carries enormous signaling weight to entrepreneurs and the allocation of talent + capital. https://twitter.com/i/web/status/2020495219809300870 https://twitter.com/i/web/status/2020495219809300870"
X Link 2026-02-08T13:49Z 140.4K followers, [----] engagements

"@toly @mert More revenue to whom is always the question"
X Link 2026-02-08T13:56Z 140.3K followers, [----] engagements

"Great points. There must be some way to do this programmatically no Like you send the assets into a SC that only allows you to send them in-app Or is the lesson that illiquidity is a feature Hard to worry about your grandmother getting scammed out of her house rather than getting scammed out of her bank balance"
X Link 2026-02-08T14:00Z 140.4K followers, [----] engagements

"@shanvasion This is backwards. The financial use cases were under assault by regulators from the beginning And yet they grew like weeds. Regulators couldn't kill DeFi no matter how much they tried. Users resisted. (And isn't that the point of crypto to be censorship-resistant)"
X Link 2026-02-08T17:15Z 140.4K followers, [----] engagements

"@shanvasion Hold on the GENIUS Act isn't even in effect today. And it passed mid-last year. By that point there were already $200B of stablecoins in circulation. All this stuff got adopted in spite of regulation not because of it"
X Link 2026-02-08T17:21Z 140.3K followers, [---] engagements

"@shanvasion In effect. Laws don't necessarily go into effect when they're signed. GENIUS Act is not binding until 2026"
X Link 2026-02-08T17:23Z 140.3K followers, [---] engagements

"Crypto existed before Binance. It will exist long after Binance. It existed before Trump. And it will exist long after Trump too. That's the thing about crypto--you can't kill it. It's like a weed. It outlives everything. Your job is to make sure it doesn't outlive you"
X Link 2026-02-09T15:41Z 140.5K followers, 45.7K engagements

"Totally agree with all of this CLARITY is extremely important and better regulation will break this market open. Very hard to build great startups underneath the specter of arbitrary enforcement. But this is orthogonal to the point I make in OP. Financial crypto got just as much heat from regulatorsin fact it got way more. And it had way more scams: Celsius FTX Terra were all financial crypto. If anything would be affected by this story it was financial crypto MORE than "web3 consumer" crypto. And yet financial crypto grew like a weed. They couldn't kill it if they tried. And boy did they"
X Link 2026-02-09T17:09Z 140.4K followers, [----] engagements

"So your argument is essentially: yes financial crypto also faced the same pressures but the regulatory distortion applies unevenly. It hurt web3 gaming more than crypto finance and thus web3 gaming will disproportionately benefit from regulation on the upside. Yeah I mean this could be true. But this seems like a just-so story to me. So what evidence would be dispositive about this story Here's what immediately comes to mind: take a differences in differences. There were some regulatory jurisdictions that did have forward-thinking regulation on crypto well before the US. The US we will agree"
X Link 2026-02-09T17:58Z 140.5K followers, [----] engagements

"@cronos_army_fan You know good point. This is well said"
X Link 2026-02-09T18:03Z 140.5K followers, [--] engagements

"To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that." So I"
X Link 2026-02-09T18:09Z 140.4K followers, [----] engagements

"Yes I agree with all of this But again this happened for financial crypto too. You weren't allowed to even run ads on any of the major ad networks. And yet they grew anyway. The challenge here is not "why didn't web3 games create any large successful mobile franchises" It's "why isn't there even a single small example of a successfully retentive web3 game" Doesn't have to be a mobile hit. I'm not asking for a Monopoly Go I'll even take an EVE Online or hell an agar io level success. So far we have no examples"
X Link 2026-02-09T18:55Z 140.5K followers, [---] engagements

"@gabrielleydon @milesjennings 97% of all startups fail. Gaming is not unique in that regard. If web3 gaming's value prop is so fragile that ultimately proves my point. (On the other hand web3 gambling has huge PMF which we should not ignore despite the same regulation + distribution issues.)"
X Link 2026-02-09T19:45Z 140.4K followers, [---] engagements

"@PhilippZentner Still disagree although I concede that "it was too early" is the strongest argument. I just still don't buy it. See: https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the"
X Link 2026-02-10T06:50Z 140.4K followers, [----] engagements

"Sounds like you agree with the approach then OP sounds like you don't. At the end of the day you need buyers because there are sellers. If there are less sellers you don't need as many net buyers to get the same price action. It's simple math. Every IPO works this way. You get your stock into the hands of people who won't sell it"
X Link 2026-02-12T18:04Z 140.5K followers, [---] engagements

"@rubinovitz @samrags_ Worth remembering: Hamster Kombat had a peak MAU of [---] million"
X Link 2026-02-12T19:22Z 140.5K followers, [----] engagements

"@antitrustware @samrags_ Yes I am convinced they did. Many gamers myself included tried crypto games. They sucked. This gaslighting that "real gamers" didn't try crypto games is insane revisionist history. Of course they did it was one of the most talked about trends in the gaming industry then"
X Link 2026-02-12T19:29Z 140.5K followers, [---] engagements

"@samrags_ Ok now you're retreating to "don't drag down founders." I'm doing no such thing. The best thing you can do for a startup founder who failed is to actually learn from them. The worst thing you can do is wander down the same corridor in the idea maze and ignore their skeleton"
X Link 2026-02-12T20:09Z 140.5K followers, [----] engagements

"@ideacasino "This one thing might solve a problem but this other thing is an even bigger problem so don't do this one thing" Yeah"
X Link 2026-02-13T02:10Z 140.5K followers, [----] engagements

"@MysThePiper Competition for traders continues bull market or bear and customers like to trade the newest things. New listings are generally not money makers for exchangesthey're marketing"
X Link 2026-02-14T05:24Z 140.5K followers, [---] engagements

"@MysThePiper I'm generally in favor of launching tokens into bear markets. I don't think timing of your token launch matters that much unless you're actually doing a token sale"
X Link 2026-02-14T06:16Z 140.5K followers, [---] engagements

"@jpeg_yakuza Quality is always a separator maybe moreso now. I'm speaking more about the high quality projects. I suspect lower quality projects are having a tougher time because exchanges are facing a lot of anger from users to filter out low-quality listings"
X Link 2026-02-14T07:06Z 140.5K followers, [---] engagements

"My talk @ Consensus on Decentralized AI Inference If you want a brief overview of crypto x AI and why it's such a thorny intersection give it a watch (20 min) 👇"
X Link 2024-06-07T17:01Z 140.6K followers, 99.6K engagements

"@stonecoldpat0 Completely agree. The first viral Ethereum smart contract was a "King of the ETH Hill" game somewhat similar to Fomo3D. Gambling-oriented financial games I can totally believe have PMF. But I consider them closer to Satoshi Dice or TRON Bet further from "web3 gaming""
X Link 2026-02-08T17:18Z 140.6K followers, [----] engagements

"RT @danrobinson: Im with Haseeb that blockchains are really only useful for financial applications but the good news is that financial ap"
X Link 2026-02-10T03:31Z 140.6K followers, [--] engagements

"RT @monad: The biggest investors in crypto are backing the Nitro Accelerator: @paradigm @ElectricCapital @dragonfly_xyz @CastleIslan"
X Link 2026-02-12T01:53Z 140.6K followers, [--] engagements

"Crypto conference tier list go"
X Link 2024-11-10T12:19Z 140.6K followers, 109.4K engagements

"Dragonfly invested into PepperSec Inc. the developers of Tornado Cash in August of [----]. We made this investment because we believe in the importance of open-source privacy-preserving technology. Prior to our investment we obtained an outside legal opinion that confirmed that Tornado Cash as built complied with the law under the guidance given by FinCEN in [----]. The government has now stated in open court that they are contemplating charges against Dragonfly for having invested into the Tornado Cash team in [----]. On counsels advice we have refrained from public comment. But we can no longer"
X Link 2025-07-25T16:37Z 140.6K followers, 940.9K engagements

"Did Ethena Really Depeg Ive seen a lot of chatter about the Ethena depeg during the market mayhem this weekend. The story is that USDe briefly depegged to 68c before recovering. Heres the Binance chart everyone is quoting: But digging into the data and talking to a bunch of folks over last couple days it's now clear this story is not correct. USDe did not depeg. First thing to understand about USDe: its most liquid venue is actually not on exchanges its on Curve. Theres hundreds of millions of dollars of standing liquidity on Curve while only tens of millions on any given exchange including"
X Link 2025-10-12T13:45Z 140.6K followers, 831.3K engagements

"Advice to men in their 20s: [--]. Get better at speaking. Do embarrassing stuff like record yourself Toastmasters study good speakers and try to emulate them to try out their verbal techniques and see how they fit you. Charisma is the omni-skill. [--]. Drink less or not at all. It will force you to become a better conversationalist. [--]. Buy art that your friends make and hang it on your walls. [--]. Never lend money to family or close friends. Instead gift it to them and if they pay you back consider it a pleasant surprise. [--]. Spend most of your money on experiences not things. [--]. Make sure your"
X Link 2025-11-10T21:00Z 140.6K followers, 2.2M engagements

"Its that time againas [----] comes to a close its time to drop [----] predictions. I think [----] is going to surprise both to the upside and to the downside. Organized by category: Macro / Chains * $BTC is $150K by year-end but BTC dominance decreases in [----]. * Despite the excitement around the recent crop of fintech chains their metrics will underwhelm. Daily active addresses stablecoin flows and RWAsTempo Arc and Robinhood Chain will underdeliver while Ethereum and Solana will overdeliver. Best developers will continue to build on neutral infra chains. * A big tech company (Google Facebook"
X Link 2025-12-29T20:14Z 140.6K followers, 234.9K engagements

"A picture's worth a thousand words: I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a market https://t.co/Kpz87Eek91 I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a"
X Link 2026-01-31T16:59Z 140.6K followers, 392.6K engagements

"With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. Does this pass the smell test Do you think web3 gaming failed because of Gary Gensler Do you think web3 media plays failed because the scammers crowded out the honest media innovators Really If this is true why didn't they kill financial crypto which had WAY more of both Financial use cases were right in the crosshairs of"
X Link 2026-02-08T10:57Z 140.6K followers, 578.5K engagements

"I've heard multiple people tell me this week that sentiment now is worse than during the FTX collapse. No. Not even close. This is pure recency bias. The FTX collapse was a depth of despair we as an industry hadn't experienced since Mt. Gox. It was a true systemic collapse. We didn't know what would be left standing--or if it would lead to crypto getting functionally banned in every country on earth. We really weren't sure when anything would come back--maybe the entire industry would have to go into hibernation. Read the QT which I posted right after FTX collapsed. Compared to today. yeah"
X Link 2026-02-11T00:26Z 140.6K followers, 104.1K engagements

"Incredible turnaround job by @tkstanczak at the EF. I think we will look back at [----] as the pivotal year for the EF. Godspeed 👑 I am stepping down from my co-ED role at the EF at the end of February [----]. Bastian Aue is taking over the co-ED role alongside Hsiao-Wei. The future is bright for builders for Ethereum for the EF and for me. I wrote a longer blog post (link below). I will answer all of your I am stepping down from my co-ED role at the EF at the end of February [----]. Bastian Aue is taking over the co-ED role alongside Hsiao-Wei. The future is bright for builders for Ethereum for"
X Link 2026-02-13T19:51Z 140.6K followers, 12.5K engagements

"@serpinxbt Actually extremely common after IPOs. I worked at Airbnb and after they IPO'd a huge number of OGs left because it's just really different to work at a private vs public company. For many roles the job fundamentally changes. And their comp doesn't"
X Link 2026-02-15T10:01Z 140.6K followers, [---] engagements

"Empirics fail here. Bull and bear cycles are extremely short in crypto and that makes it very likely you'll be OTCing/selling into a different market than what you launched into. Remember BTC was at $120K just [--] months ago. If you launched at what you thought was a bull market you're now in the throes of a bear. https://twitter.com/i/web/status/2023416430029672804 https://twitter.com/i/web/status/2023416430029672804"
X Link 2026-02-16T15:17Z 140.6K followers, [---] engagements

"I've always felt I'm a better bear market investor than a bull market investor. Bull markets are hard. What is there to say "Everything is going up and it will keep going up forever" The way to win in a bull market is to sell when everyone around you is screaming to never sell anything. Bear markets in a sense are simpler. The noise dies down. The tourists leave. You win in a bear market by not letting the dreary mood deter you by being patient and by never becoming a forced seller. Simply put you win in a bear market by believing in the future when nobody else does."
X Link 2026-02-16T20:39Z 140.6K followers, 24K engagements

"The validator leakage is de minimis relative to PoW. PoW is pure value leakage that requires structural selling of inflation since the electricity / hardware depreciation is directionally proportional to the block rewards. In PoS validators have basically fixed bandwidth and compute costs relative to total inflation. So you can say maybe 1% of that is leaked to AWS/Heztner/whoever. (To pick a number out of the air.) So where does the other 99% of the security spend come from It comes from redistribution within the set of ETH holders. It's a transfer from non-stakers to stakers. But ETH the"
X Link 2025-12-05T17:50Z 136K followers, [---] engagements

"@CatfishFishy @HeywardIIGeorge Flows are proportional to stocks. And fees are proportional to flows. All other things equal that's the thing you want to optimize. More GDP = more tax receipts"
X Link 2025-12-05T19:01Z 136.1K followers, [---] engagements

"To extend the analogy it's true that most governments don't tax wealth. They tax consumption / capital appreciation. So you could say "why attract wealth Someone could come and park their billions of gold bullion here and never pay a cent in taxes." Yes true possible. And yet I argue governments should attract more wealth because in general more wealth leads to more consumption and capital appreciation"
X Link 2025-12-05T19:03Z 136.1K followers, [---] engagements

"@smyyguy https://x.com/hosseeb/status/1997000723859734776 @Steve_4P @JoestarCrypto The validator leakage is de minimis relative to PoW. PoW is pure value leakage that requires structural selling of inflation since the electricity / hardware depreciation is directionally proportional to the block rewards. In PoS validators have basically fixed bandwidth and https://x.com/hosseeb/status/1997000723859734776 @Steve_4P @JoestarCrypto The validator leakage is de minimis relative to PoW. PoW is pure value leakage that requires structural selling of inflation since the electricity / hardware"
X Link 2025-12-05T20:54Z 135.9K followers, [---] engagements

"There have always been casinos in crypto. The first viral application on Bitcoin was Satoshi Dice (2012). The first viral smart contract on Ethereum was King of the Ether Throne (2015) which was basically a hot potato ponzi scheme. Once you have programmable money the first thing people will do is gamble and play stupid games. It's human nature. There's always been a hot casino in crypto. Always. The ICO casino the DeFi food coin casinos the NFT casinos and now the memecoin casino. It evolves over time but gambling is deeply ingrained in human nature. Literally as soon as humanity invented"
X Link 2025-12-07T01:22Z 137.8K followers, 148.4K engagements

"@0xDeFiJ Happy to also talk about Ethena Polymarket Rain Lighter all of which we backed. Crypto continues to evolve. You're sad that Ethereum gas fees are. low Did you think the idea was to not grow block space and keep fees low"
X Link 2025-12-07T02:23Z 136K followers, [----] engagements

"@spagsaurus Just on VS Code with all the AI stuff disabled. Au naturale"
X Link 2025-12-08T00:23Z 136.1K followers, [---] engagements

"This is pretty sick the @NEARProtocol crew continue to cook on the sharding front NEAR protocol has achieved [--] million transactions per second (TPS) in a publicly verifiable benchmark a monumental milestone for blockchain scalability 🧵 https://t.co/zhbRwDagMT NEAR protocol has achieved [--] million transactions per second (TPS) in a publicly verifiable benchmark a monumental milestone for blockchain scalability 🧵 https://t.co/zhbRwDagMT"
X Link 2025-12-08T16:38Z 136.2K followers, 48.6K engagements

"Is betting on fed funds rates gambling Is betting on inflation rates gambling Is betting on oil futures (future oil supply) gambling These are some of the biggest TradFi markets globally. If not what exactly is different about betting on who's going to win an election @StarPlatinum_ Bro why is everyone belabouring this point so hard. Its gambling in a fancy suit and thats ok. @StarPlatinum_ Bro why is everyone belabouring this point so hard. Its gambling in a fancy suit and thats ok"
X Link 2025-12-08T17:09Z 136.4K followers, 42.1K engagements

"@Nikoliora Also I don't talk price. I talk adoption products and metrics. I support entrepreneurs as they continue shipping. Look through my tweet history. Never advocate anyone buy anything"
X Link 2025-12-08T17:15Z 136.1K followers, [---] engagements

"Excellent debate between @apruden08 (sound the alarm school) and @SuccinctJT (overreaction school) about the imminence of the quantum computing threat. Worth reading. @SuccinctJT First off I want to reiterate my respect for you and the a16z team. And I appreciate that you are raising awareness of this topic. My disagreement is very specific. It centers on this line in your post: The real challenge in navigating a successful migration to post-quantum @SuccinctJT First off I want to reiterate my respect for you and the a16z team. And I appreciate that you are raising awareness of this topic. My"
X Link 2025-12-08T19:35Z 136.2K followers, 16.2K engagements

"@JonahBlake @notthreadguy We fund a lot of applications. Polymarket Lighter Ethena Fantasy Top. Investing in one category does not exclude the others. We have big portfolios"
X Link 2025-12-09T05:31Z 136.1K followers, [---] engagements

"You don't understand--this is actually great. It's exactly what you want to see. This is the incumbent clinging to their old business model. This is your telco offering VoIP calling for 50% discounted long-distance rates while Skype was free. This is so bullish all the crypto companies. Because the ability for merchants to switch/exit to a lower cost stablecoin API will become trivial once they achieve feature parity. You should be scared when the incumbents drop the fees to [--]. Incredible innovation @stripe is charging 1.5% to transfer USDC. I recently sent $200 of USDC on @base and my"
X Link 2025-12-09T16:38Z 136.2K followers, 170.5K engagements

"Shared some post-debate reflections on my L1 debate with @santiagoroel my rebuttal against the "crypto is all a big casino" doomers and where I think we are in the crypto macro cycle 👇 Is Ethereum the Next Amazon @hosseeb on Revenue Profit & Long-Term Value $ETH today looks a lot like Amazon in its first [--] years: no profits tons of skepticism and building exponential infrastructure. Haseeb explains why most people are using the wrong metric to value https://t.co/7whbgl02TO Is Ethereum the Next Amazon @hosseeb on Revenue Profit & Long-Term Value $ETH today looks a lot like Amazon in its"
X Link 2025-12-09T20:31Z 137.8K followers, 19.2K engagements

"@flubdubster @fiddybps1 @lex_node Stripe obviously doesn't take the credit risk but because credit cards are on credit the infrastructure is much more complicated. That 2.5% has to account for fraud chargebacks and underwriting baked in. The economics are different"
X Link 2025-12-09T22:30Z 136.4K followers, [---] engagements

"Damn. @Polymarket hitting ATH volumes on-chain above even their [----] election volumes. 1/ Polymarket weekly volume at ATH ($1.3B) I wasn't satisfied with publicly available data so I made a @dune dashboard here's a thread of some new charts I put together https://t.co/ly0Xgm2Nx7 1/ Polymarket weekly volume at ATH ($1.3B) I wasn't satisfied with publicly available data so I made a @dune dashboard here's a thread of some new charts I put together https://t.co/ly0Xgm2Nx7"
X Link 2025-12-10T17:40Z 136.5K followers, 52.1K engagements

"I don't have to justify every single valuation to believe the market is smart. Do you believe the US stock market is smart Ok then justify to me Tesla's PE Multiple or GameStop or Truth Social or Rigetti or whatever. Or maybe that's just a stupid game and doesn't prove anything You should not be thinking in binaries but in probabilities and shades of gray. That said If you want to short Ripple or ETH go short it. Don't know why you feel the need to argue with me about it"
X Link 2025-12-10T17:43Z 136.1K followers, [---] engagements

"@eazibackup @Polymarket Fake news. This was on Allium and Blockworks dashboards--third party data startups fucked up. Polymarket's data was always correct as was the canonical Dune dashboard that majority of people have always quoted"
X Link 2025-12-10T17:45Z 136.1K followers, [---] engagements

"@eazibackup @Polymarket 1c being $1 is just how notional is accounted in event contracts. True everywhere. Doesn't measure $s bet"
X Link 2025-12-10T17:46Z 136.1K followers, [---] engagements

"Sounds like a dangerously backwards-looking argument to me. :) More seriously: you don't think there is anything worth looking at besides fees You're trying to ask a question of whether this product has a moat i.e. can it be unseated by competitors. Your way of looking at that is "whether it makes fees/revenue." There is a lot of stuff in crypto that has made a lot of fees but did not have moats. (OpenSea Axie BitMEX the list goes on.) Fees on Ethereum historically have been almost entirely congestion fees. Ethereum is actively trying to minimize congestion fees. (As is Solana BTW) That"
X Link 2025-12-11T00:38Z 136.1K followers, [----] engagements

"Finished day [--] for which my code was very clean. Nice little graph search problem. But I am still stumped on Day [--] part [--]. That one is a doozy. I tried a few angles of attack all of which were too poor time complexity. I think I know the avenue to try next (no one spoil it for me) but really had to rack the brains for it. Gonna see if I can crack it over the next few days. But I'm almost at the finish line Can't even describe what a horrible abomination I conjured up to solve Day [--] of #AdventOfCode. But it's done now. We don't need to talk about it or ever admit that it happened. Let's just"
X Link 2025-12-11T08:41Z 136.4K followers, 20.7K engagements

"Is Web3 finally dead This week we discuss the Farcaster "pivot" and what it means for web3 social we weigh in on the L1 valuation debate as well as the viral "I wasted [--] years in crypto" post (from an author we all backed). And ofc Tarun's now controversial ADL paper Farcaster pivoted Web3 flatlined the L1 valuation fight consumed CT @kenchangh quit and all of this was before the Hyperliquid x Tarun backlash began. Timestamps 00:00 Intro 02:24 Farcaster Pivot & Web3 Is Dead 25:09 The L1 Valuation Debate 28:43 Which L1s Actually https://t.co/fXWFTSn7tI Farcaster pivoted Web3 flatlined the L1"
X Link 2025-12-11T17:04Z 137.3K followers, 41.5K engagements

"Finally got Day [--] Part [--]. Went on a wild goose chase to solve it. Literally had multiple bugs in a linear solver library that I had to debug using Claude. No way I would have gotten this without it; I had it write its own code to test multiple different implementations of linear solvers (SCIP vs CBC vs GLPK) to find one that didn't have this bug. Turns out CBC worked. My "no AI" rule had to be relaxed a bit for this one but I think this one is allowed under the "total bullshit" exception. Finished day [--] for which my code was very clean. Nice little graph search problem. But I am still"
X Link 2025-12-12T10:07Z 136.4K followers, [----] engagements

"I've repeatedly been explained always in hushed tones that the high-end art market embeds a kind of institutionalized tax scam. Not that there's no genuine market there but that a lot of it is this. I've never bought any high-end art but they tell me it goes like this: Step 1: Buy expensive art Step 2: Hold it for a while Step 3: Get an "appraiser" to say it 10x'd in price Step 4: Donate 10x'd art to a museum/nonprofit because you're such a great guy Step 5: Claim charitable tax writeoff of 10x capital invested At no point does anyone actually buy the art for 10x in cash. If they did would be"
X Link 2025-12-12T21:30Z 136.5K followers, 71.5K engagements

"For those normies who are confused about what happened here allow me to explain: @tarunchitra vs @danrobinson was like Drake vs Kendrick Lamar but for crypto mechanism design nerds. Except turns out they were both J Cole. Appreciate it I also know the work that it takes to get out real research so I also want to say I was too harsh to @notnotstorms analysis At the end of the day I think everyone wants 10/10 to not repeat itself Appreciate it I also know the work that it takes to get out real research so I also want to say I was too harsh to @notnotstorms analysis At the end of the day I think"
X Link 2025-12-15T14:36Z 136.5K followers, 75.1K engagements

"Got @vnovakovski from @Lighter_xyz coming on the Chopping Block episode tomorrow to discuss this stay tuned ✨ can one of the lighter investors explain whether they expect the value to accrue to the equity or to the token feels relevant https://t.co/bo7FEStVxx can one of the lighter investors explain whether they expect the value to accrue to the equity or to the token feels relevant https://t.co/bo7FEStVxx"
X Link 2025-12-16T16:00Z 137K followers, 81.5K engagements

"@TheiaResearch Aave's P/S is back to where it was on Jan 1st at 25x You can just say things"
X Link 2025-12-16T22:50Z 136.4K followers, [----] engagements

"@skre_0 "We do want everyone who's involved whether you're a team member or an investor or an early community member you're all in the same boat and have allocation from the same pie. I think that's one of the magical things about crypto the ability to do incentive alignment.""
X Link 2025-12-17T15:39Z 136.5K followers, 40.2K engagements

"We brought on @vnovakovski to unpack the latest perp DEX war dramas. From Tarun's Hyperliquid ADL controversy to the future of perp fees tokens vs equity rights (triggered by Axelar M&A) as well as Lighter's pending TGEwe break it all down. New episode out now Imagine spending months on research just to have CT turn on you. Tarun explains the whiplash + we pulled up with @vnovakovski Timestamps 00:00 Intro 01:38 Taruns ADL Paper Sparks Backlash 05:24 Research vs Bag Defense 06:27 How ADLs Work 12:27 Fairness vs Predictability https://t.co/AAjjnuOX2X Imagine spending months on research just to"
X Link 2025-12-17T15:43Z 137K followers, 33.1K engagements

""We do want everyone who's involved whether you're a team member or an investor or an early community member you're all in the same boat and have allocation from the same pie. I think that's one of the magical things about crypto the ability to do incentive alignment." Full episode here 👇 https://x.com/_choppingblock/status/2001304122713076132 https://x.com/_choppingblock/status/2001304122713076132"
X Link 2025-12-17T15:45Z 136.5K followers, [----] engagements

"@skre_0 @vnovakovski Do you know what a devco is Almost every pre-TGE token VC raise involves equity + tokens. Nobody just buys SAFTs anymore pre-TGE. Doesn't mean anything about value accruing to equity. He said it clearly: investors community members all in the same boat"
X Link 2025-12-17T16:51Z 136.5K followers, [----] engagements

"@skre_0 @permacope I thought you listened to the podcast"
X Link 2025-12-17T17:18Z 136.5K followers, [--] engagements

"@stogolp Hyperliquid was self-funded to the tune of millions of dollars because founders were wealthy traders Lighter was a pivot from a previous consumer startup and needed to raise money to hire engineers and build the ZK-L2 stack and product pre-launch like 99% of founders 👍👍👍"
X Link 2025-12-17T18:50Z 136.5K followers, [----] engagements

"@stogolp Pie = token. Value accrues to the token and everyone gets tokens"
X Link 2025-12-17T18:54Z 136.5K followers, [----] engagements

"@solana @ilblackdragon"
X Link 2025-12-17T19:26Z 137K followers, [----] engagements

"@lukecannon727 . You think we are getting paid out on an acquihire"
X Link 2025-12-17T22:08Z 137K followers, 14.1K engagements

"We are down a lot on our Axelar investment. I said this in no uncertain terms on the pod. The acquisition returned almost nothing on our original investment. But founders don't sign suicide pacts when they start a startup. If you don't like that don't invest in startups whether via tokens or equity. We invested most of our capital at a $1B valuation which means we're down more than almost all retail. CT is just off here on the story. https://twitter.com/i/web/status/2001415179863757250 https://twitter.com/i/web/status/2001415179863757250"
X Link 2025-12-17T22:12Z 137K followers, 10.7K engagements

"Yes we got pennies on the dollar. This is how all acquihires work. It was negligible. This is a non-story. I am very concerned about token market structure. I've been talking about these issues on the pod nonstop over the last year. But the idea that equity holders are making money in opposition to token holders was true for only one token and it was Uniswap and I have been advocating non-stop for NUMEROUS teams to not go down the same path. I have been mostly successful in convincing our portcos not to emulate them and double dip on economics. The idea that devcos that are running out of"
X Link 2025-12-17T22:36Z 136.5K followers, [----] engagements

"Caveat: I have no idea who owns what in this situation. But generally there's a lot of stuff that the devco develops that's not owned by the foundation because a subcontractor owns tools that are not owned by the contracting company. Remember the code and network is all open source so what IP might be retained by the devco One imagines: dashboards Tooling Testing infra All sorts of stuff that would be useful if the team were to build another protocol (such as interop for Arc) but not actually deliverables for their contract with the foundation. (Double caveat: I am completely speculating I"
X Link 2025-12-18T04:24Z 136.5K followers, [----] engagements

"Shower thought: You'll know when the new crypto cycle begins because the KOLs will turn over. No more @blknoiz06 no more @mert no more @notthreadguy. All of a sudden a bunch of weird new kids will get a bunch of attention and they'll sound like idiots and yet they'll hold all the sway. It won't make any sense to you. It'll seem fake. That's how you'll know a new cohortwith their own set of ideashas arrived and with it a new cycle"
X Link 2025-12-18T04:34Z 137K followers, 139K engagements

"Q: do you believe reasoning by analogy actively leads to the wrong conclusion No "it depends" just give an answer. (This is the @KyleSamani mantra) yes no yes no"
X Link 2025-12-24T02:28Z 137K followers, 45.4K engagements

"Blessed are they who remember that what they now have they once longed for. - Jean Valentine Reminder to be grateful for just how far you've come. Merry Christmas everyone. ❤"
X Link 2025-12-25T14:09Z 137K followers, [----] engagements

"In the spirit of the season. Who's someone on CT who inspires you and why (Don't have to be well-known.)"
X Link 2025-12-25T20:58Z 137.6K followers, 20.6K engagements

"Time to review how I did in my [----] predictions. These were written Dec 31st [----] right before Trump was inaugurated. I did pretty good Solid battering average. Here's a straight tally of the concrete predictions I madewhat I got right and got wrong. Infra [--]. L1/L2 distinction collapses users no longer care about the difference ✅ [--]. L1s/L2s overcrowded and due for a shakeout ✅ [--]. EVM market share will grow in [----] ✅ seems true But mostly because SVM market share declined rather than because of LLM-powered DevEx improvements I postulated. [--]. We'll move from TPS wars to latency wars ❓ kinda"
X Link 2025-12-26T19:24Z 137.6K followers, 51K engagements

"@gregg197613 I don't think it's going to be willing to sell with how fast the crypto card space is growing. Hard to clear a market when you see growth rates this insane. By the time a price is negotiated business has already doubled"
X Link 2025-12-29T20:38Z 137K followers, [----] engagements

"@demirelo I think privacy is going to be a laggard. Zcash will likely do well because people want to believe and there will be some adoption of private transactions on Arc Tempo etc. But I predict mostly people will keep doing things in [----] the way they've already been doing them"
X Link 2025-12-29T22:24Z 137K followers, 10.6K engagements

"@LeChiffre I don't think it will be wild enough to call it alt season. I think alts will rebound nevertheless just not to crazy highs"
X Link 2025-12-29T22:24Z 137K followers, [----] engagements

"@MemeIndexer Just wait for RFQ perps platforms like @variational_io to start offering RWAs. A lot of these issues will get solved when dealers start quoting bilaterally with just-in-time inventory as opposed to having to do P2P order books IMO"
X Link 2025-12-29T22:37Z 137.3K followers, 11.6K engagements

"In theory yes. In practice no. Worldcoin has verified [--] million identitiesthat's [--] in [---] people. Being at 1/500 distribution is way too small of an identity base for any service to transition to using Worldcoin as an identity gate. So it's not much of a head start in that sense. ZK Passports are probably more likely in the short-medium term because much more of the world's population as an NFC-enabled passport and can scan it with their phones. https://twitter.com/i/web/status/2005838608939569533 https://twitter.com/i/web/status/2005838608939569533"
X Link 2025-12-30T03:09Z 137.9K followers, [----] engagements

"Excellent readthough I don't know why you linked me this it doesn't change my outlook at all Basically verifies that most of the x402 flagged volume is wash trading to climb leaderboards / memecoin related and the actual amounts being sent in definitely real AI-brokered services is pretty miniscule. I expect that to continue. Until agents are good enough at economic decision-making they will only be one piece of a broader pie. I don't expect that to happen in [----]. That's not never. But [----] is IMO still going to be too early. Even if volumes 10x from the numbers laid out here that's still"
X Link 2025-12-30T03:16Z 136.9K followers, [---] engagements

"Always worth keeping in mind: DeFi grew through customer development not just attending to on-chain users as they existed. People came on-chain because it was actually more convenient and the products were better. In countries where CFDs are less accessible (or leverage is restricted) can just offer straightforwardly more access via DeFi. So you start with the reg arb but eventually you compete on product quality (and incentives and so on). Second I'd put some stock in the total number of users with stablecoins growing just as a side effect of FinTechs / crypto neobanks continuing to expand."
X Link 2025-12-30T03:21Z 137.2K followers, [----] engagements

"@PryvitKyle @XenoAwake @worldcoin True but passports have the benefit of positive wealth selection (i.e. wealthier people disproportionately more likely to have them). Worldcoin is kind of the inverse right now"
X Link 2025-12-30T08:56Z 137K followers, [--] engagements

"@MikhailDob @XenoAwake @worldcoin What are you zkTLSing exactly to prove unique identity"
X Link 2025-12-30T08:57Z 137.4K followers, [---] engagements

"They said it couldn't be done. They said it shouldn't be done. They said "please stop writing yourself in for categories that don't exist." Let history be the judge: Bald Person of the Year. 🏆🏆🏆 🏆THE BALD PERSON OF THE YEAR: HASEEB QURESHI (@hosseeb) This was a tough choice between @0xMert and @hosseeb were awarding this title to the @dragonfly_xyz Managing Partner. Endless debates bold takes real conviction and huge involvement across the industry made the https://t.co/sy4vzCnWIk 🏆THE BALD PERSON OF THE YEAR: HASEEB QURESHI (@hosseeb) This was a tough choice between @0xMert and @hosseeb"
X Link 2025-12-30T17:59Z 137.3K followers, 34.9K engagements

"Simple things to improve your security in 2026: * Hardware wallets for savings * Hot wallets on a separate crypto laptop that you don't browse or install apps on * No keys on your daily driver ever * Triple check domains * Keep your software updated always Stay safe fam 3/ final thought folks: we need to become hardware wallet maxis now. Stop yolo-installing software. Stop executing random code. Stop handing LLMs (I'm looking at you Claude) code-execution rights. Use hardware wallets. Keep keys off your daily machines. Triple-check domains. 3/ final thought folks: we need to become hardware"
X Link 2025-12-31T20:50Z 137.9K followers, 45.8K engagements

"HNY everyone A new year a new DAO governance SNAFUand this time AAVE's "civil war" is one of the most contentious we've seen in a while. This week: - DAOs vs devcos over IP and revenue - Flow's botched rollback - Coinbase Everything App First ep of the new year out now Robert touched grass. We touched Aave governance forums Flows $3.9M hack and Coinbases Everything Exchange Timestamps 00:00 Intro 01:51 Aave Civil War Erupts 06:37 CoWSwap Fees Spark Aave IP Debate 10:20 Can a DAO Own IP 15:25 Aaves Pre-Foundation Legal Quirk 28:20 https://t.co/nDetvfQyj1 Robert touched grass. We touched Aave"
X Link 2026-01-01T17:20Z 137.4K followers, 21.3K engagements

"somewhere a marketing exec fought hard for this. i hope they got a fat raise"
X Link 2026-01-02T20:10Z 137.2K followers, 15.3K engagements

"It's official. Recursive self-improvement is here. Though at the moment its a for-loop with a human inside copy-pasting stuff into claudemd. I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code so I wanted to show off my setup a bit. My setup might be surprisingly vanilla Claude Code works great out of the box so I personally don't customize it much. There is no one correct way to I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code so I wanted to show off my setup a bit. My setup might be surprisingly vanilla Claude Code works"
X Link 2026-01-02T22:45Z 137.4K followers, 96.6K engagements

"Babe wake up it's the annual Ledger breach They remembered Community alert: Ledger had another data breach via payment processor Global-e leaking the personal data of customers (name & other contact information). Earlier today customers received the email below. https://t.co/RKVbv6BTGO Community alert: Ledger had another data breach via payment processor Global-e leaking the personal data of customers (name & other contact information). Earlier today customers received the email below. https://t.co/RKVbv6BTGO"
X Link 2026-01-05T17:44Z 137.8K followers, 11.5K engagements

"@0xTakeProfits @zachxbt @OneKeyHQ"
X Link 2026-01-05T18:17Z 137.5K followers, [---] engagements

"@raj33van_ @lopp All Claude code"
X Link 2026-01-05T22:19Z 137.3K followers, [---] engagements

"@Sh_ivam @OneKeyHQ"
X Link 2026-01-05T22:22Z 137.4K followers, [---] engagements

"LPs sometimes ask me who I think the best VC investors in crypto are. I think about this a lot. Ever since I started as a crypto VC I have wanted to be the best. Im deeply driven by competition and investing is as pure of a competition as it gets. Only one person can win the deal only one person can pick the winner of the cycle. But when you honestly look at it and do the accounting there are three people who have proven themselves the GOATs of crypto VC investing. This is going to seem like glazing (it is) and probably not interesting to anyone who's not a crypto VC. But I am. So this is for"
X Link 2026-01-06T15:30Z 138.1K followers, [---] engagements

"When you remove the IDE entirely why is being hunched over a computer screen the right form factor for managing coding agents Feels like vibe coders should be able to walk in a park while seeing outputs with AR glasses clarifying instructions through voice. Coding needs to change. You don't drive a car designed as a horse carriage. Wake up. drink large 20oz coffee. take [--] nootropics. take nasal spray of more nootropics. inject some peptides. swallow [--] vitamins. take some lions mane. crack open energy drink. watch Opus [---] code for 8hr. talk to nobody. go to sleep. Life is"
X Link 2026-01-07T08:11Z 137.5K followers, 30.5K engagements

"@0xEthan (Happy tunnels directly into a terminal you're running locally Claude Code mobile only works with their sandboxed cloud sessions)"
X Link 2026-01-07T08:17Z 137.4K followers, [--] engagements

"@kingsleyxone65 @0xEthan Replit is not even the same ballpark. Claude Code is state of the art. Replit is really more for people playing around with stuff"
X Link 2026-01-07T08:18Z 137.4K followers, [---] engagements

"This is a weird comparison but Zcash reminds me a lot of BitTorrent. BitTorrent famously survived the P2P filesharing wars because it was the only filesharing protocol that didn't demean themselves by marketing toward illegal piracy. @bramcohen refused to ever make BitTorrent about warez or pirating musicit was always in the spirit of decentralizing software distributing datasets and downloading Linux ISOs. Because BitTorrent always carried itself with a mission of integrity they were unassailable. When Napster KaZaA and other filesharing platforms were taken down nobody could take a shot at"
X Link 2026-01-08T18:43Z 138.2K followers, 103.6K engagements

"2025 in review episode Our [----] predictions: I said BTC 150K (wrong) Rob said 180K (wronger) Tarun said AI agent market cap 5x (wrongest) Tom said lame ETFs would launch (nailed it) Also @rleshner picks up profanity 🫢 Full awards + [----] predictions check it [----] winners losers flops and comebacks plus how badly the boys whiffed on last year's predictions. Timestamps 00:00 Intro 02:39 Biggest Winners of [----] 07:32 Biggest Losers of [----] 13:29 Biggest Surprises of [----] 22:24 Best New Mechanisms of [----] 28:49 Best Memes of [----] https://t.co/lGcKNxXM3i [----] winners losers flops and comebacks"
X Link 2026-01-08T20:14Z 137.8K followers, 25.1K engagements

"@espejelomar @bramcohen @monero That's not correct BitTorrent did have a company to sue called BitTorrent Inc: https://medium.com/@simonhmorris/why-bittorrent-mattered-bittorrent-lessons-for-crypto-1-of-4-fa3c6fcef488 https://medium.com/@simonhmorris/why-bittorrent-mattered-bittorrent-lessons-for-crypto-1-of-4-fa3c6fcef488"
X Link 2026-01-09T02:23Z 137.6K followers, [----] engagements

"Rain is officially one of the fastest growing fintech companies in the world. Stablecoin cards are growing like crazy everywhere in the world. This is one of the big themes of 2026: crypto becomes enmeshed more deeply into how payments flow through the global economy. For many Rain users especially in emerging markets they don't even know that it's crypto under the hood. All they know is that all of a sudden they can pay people and buy stuff in dollars any time anywhere and it all "just works." Huge congrats to Rain Proud to be an investor. Onchain rails have proven their value. Rain is"
X Link 2026-01-09T15:21Z 137.9K followers, 95.4K engagements

"@datadashboards Oh this is awesome"
X Link 2026-01-09T15:28Z 137.6K followers, [---] engagements

"@datadashboards Etherfi is powered by Rain actually :)"
X Link 2026-01-09T15:32Z 137.9K followers, [---] engagements

"@datadashboards Curious what the tagging looks like Can something like Claude Code do tagging yet or too complicated to disentangle"
X Link 2026-01-09T15:33Z 137.5K followers, [---] engagements

"a16z raises $15B Biotech industry: 🧬 huge for us AI industry: 🤖 we're so back Defense industry: 🫡 bullish on America Crypto Twitter: fuck VCs this is horrible news https://t.co/1Hdgrkd7WL https://t.co/1Hdgrkd7WL"
X Link 2026-01-09T18:55Z 137.9K followers, 99K engagements

"There's a sense in which writing Python is "vibe coding" assembly. Most Python programmers have never written any assembly programs in their lives. Programming in higher-level languages used to be derided by "real" programmers. Vibe coding sounds like the same register. It was a term coined in the infancy of LLM programming when they were basically toys and it was obviously stupid to just hit "auto-accept" on whatever they did. They are no longer in their infancy and they are no longer toys and it is no longer stupid to accept what they do. https://twitter.com/i/web/status/2010839128808833453"
X Link 2026-01-12T22:19Z 137.7K followers, [----] engagements

"To extend the metaphor it's as though a web dev were to say "Python wrote this." No you wrote it. You didn't write the assembly and the assembly code would likely be inscrutable to you. But that's just how programs are written now. The act of programming adapts to higher levels of abstraction. It's odd to say "I programmed this in Claude" or even "with Claude" but piloting IMO makes clear your relationship with the machine"
X Link 2026-01-12T22:36Z 137.9K followers, [----] engagements

"Great pod with @CryptoMichNL where I break down where we are in this market why alts underperformed in [----] and what I expect to change in the crypto industry from 2026-2030 👇 I sat down with @hosseeb to break down why [----] destroyed #Altcoins. His answer surprised me: [----] changes everything. A new episode of @new_era_finance is live: https://t.co/G4DH5v3eg7 We go deep into: - Why #Altcoins got crushed - The impact of AI on Crypto - How to actually https://t.co/g1KZW7A0eY I sat down with @hosseeb to break down why [----] destroyed #Altcoins. His answer surprised me: [----] changes everything. A"
X Link 2026-01-13T18:58Z 138K followers, 13.9K engagements

"With @Xs CT algos back in the discourse heres the boring repeatable way Ive built an audience here. A lot of founders overthink this. Not necessarily right for everyone but this is what's worked for me: Tweet at least once a day [--] days a week. Twice a day is bonus points. The algorithm rewards consistency and it punishes volume for its own sake. TBH if youre tweeting more than twice a day youre probably procrastinating on your actual work. When I'm struggling to find something to tweet I pull from a few easy buckets: - React to news especially stuff thats already viral on X. Usually should be"
X Link 2026-01-13T21:16Z 137.9K followers, 29.1K engagements

"The really scary thing is that it's not KYC video verification will continue for years KYC Video Verification is officially dead https://t.co/jJJT6fQHlW KYC Video Verification is officially dead https://t.co/jJJT6fQHlW"
X Link 2026-01-15T17:03Z 137.9K followers, 29K engagements

"This got me thinking. When GPT-3 launched in [----] and human-sounding bots suddenly became costless to produce at scale I was confident it would destabilize society. Mass disinformation confusion--it meant the Internet would soon become impossible to police. It's been 5+ years into this experiment now. And it's annoying. but. it's mostly fine The Internet didn't fall apart because of bots. It's worse for sure. But people adapted even if the algorithms didn't. And most surprisingly of all I can still tell what's AI slop even if the algorithms can't. Two lessons: one society is actually more"
X Link 2026-01-15T20:11Z 138.1K followers, 25.2K engagements

"lol apparently $KAITO is actually up on the week 🤷♂ https://t.co/K1J71SYCpy https://t.co/K1J71SYCpy"
X Link 2026-01-15T20:19Z 138.1K followers, 24.9K engagements

"(we are investors)"
X Link 2026-01-15T20:20Z 137.9K followers, [----] engagements

"@cuntycakes123 Fake news. Have never been in debt in my life"
X Link 2026-01-18T18:29Z 137.9K followers, [----] engagements

"@PurrPoker @cuntycakes123 This is AI slop. Never played on Jose's account that was Jungleman. And Jungleman was the one who admitted to multiaccounting. Go read primary sources. The thing I did was chip dumping not playing on his account and certainly not cheating"
X Link 2026-01-18T18:30Z 137.9K followers, [---] engagements

"@HadickM Can't this be counteracted by other levers of monetary policy / bank regulation"
X Link 2026-01-19T22:24Z 138K followers, [----] engagements

"@borjaneira_ Similar to piece I wrote in 2019: https://haseebq.com/crypto-is-financial-unbundling/ https://haseebq.com/crypto-is-financial-unbundling/"
X Link 2026-01-19T22:26Z 137.9K followers, [---] engagements

"@AFDudley0 Stablecoins are already not risk-free. If there's yield somewhere not shared with the holder (T-bill yield going to the issuer) the risk is being incurred but not compensated"
X Link 2026-01-20T02:57Z 138K followers, [---] engagements

"That seems to imply that Tether would have weaker guarantees on redemption if they shared yield with users but Circle historically has shared much more yield with users and was continually redeemable. Same with Paxos-issued stables like BUSD. Tether's weird backing assets (commercial paper and so on) and de-banking issues are orthogonal to how much of the yield it pays to holders. It could pay 0% or 99% and have the same redemption issues AFAICT. https://twitter.com/i/web/status/2013448361274417249 https://twitter.com/i/web/status/2013448361274417249"
X Link 2026-01-20T03:07Z 138K followers, [---] engagements

"@nic_carter Good idea someone should look into that"
X Link 2026-01-21T01:35Z 138K followers, [----] engagements

"@tayvano_ I don't think any of that stuff is GENIUS compliant though. This bill is more about Tether or USDC paying yield in which case it's just a matter of who's getting the treasury yield the companies/distributors or the users"
X Link 2026-01-21T01:38Z 138K followers, [---] engagements

"@tayvano_ In principle but I think that's honestly unlikely. More likely they don't pay yield in any kind of DeFi-native way and instead just offer Circle Yield or Tether Yield bring you into their app and distribute yield to you there so they can own the user more and cross-sell"
X Link 2026-01-21T03:52Z 138K followers, [---] engagements

"@rleshner @SuperstateInc holy fuck"
X Link 2026-01-22T15:30Z 138.1K followers, [----] engagements

"@logtrigger52313 He was an early employee at Coinbase. He made way more from Coinbase than he made from any Farcaster secondaries"
X Link 2026-01-22T20:53Z 138.1K followers, [----] engagements

"@mirza So you think founders selling their shares should be illegal until a company goes public That's seriously your position Or what exactly are you advocating here"
X Link 2026-01-22T21:08Z 138.1K followers, [----] engagements

"No the point is that nobody knows which startups are going to be successful in advance. Investors thought Farcaster would succeed. So if Farcaster succeeded the secondary was OK but because it didn't it wasn't not OK This is not a serious position. Also what's it to you The actual investors are not complaining. Only you and the OP are who have no stake in the matter. https://twitter.com/i/web/status/2014462308639252885 https://twitter.com/i/web/status/2014462308639252885"
X Link 2026-01-22T22:16Z 138.1K followers, [----] engagements

"A secondary is not how you exit a shitty deal as an investor hombre. A secondary is how you a founder gives out more allocation in a hot deal. Free marketa means people are free to enter into whatever deals they want even if they end up being mistakes. If you like the good parts of free markets you also have to accept the bad. Startups are uncertain. That doesn't mean investors and founders are not allowed to reallocate risk. https://twitter.com/i/web/status/2014477145406591221 https://twitter.com/i/web/status/2014477145406591221"
X Link 2026-01-22T23:15Z 138.1K followers, [---] engagements

"Because 1) it's a hot deal and they want allocation 2) the founders have already been working for a while and want to take risk off the table 3) PMF is not a binary. Companies can have PMF and then lose it. Think Peloton Hopin or obviously Farcaster when it was funded during its growth spurt. 4) the founders simply demand it and they have the leverage. It's their business at the end of the day and they get to decide because that's how capitalism works. https://twitter.com/i/web/status/2014477893423006092 https://twitter.com/i/web/status/2014477893423006092"
X Link 2026-01-22T23:18Z 138.1K followers, [---] engagements

"@LorenzoARK prediction markets are truth markets sir"
X Link 2026-01-26T04:29Z 138.2K followers, [----] engagements

"@Chonks0x that's my quant"
X Link 2026-01-26T08:40Z 138.2K followers, [----] engagements

"A stablecoin is a price-stable cryptocurrency. It has long been considered the "Holy Grail" of crypto. In this latest blog post I analyze all the different designs for stablecoins and how they work. https://medium.com/@hosseeb/stablecoins-designing-a-price-stable-cryptocurrency-6bf24e2689e5 https://medium.com/@hosseeb/stablecoins-designing-a-price-stable-cryptocurrency-6bf24e2689e5"
X Link 2018-02-19T18:01Z 129.8K followers, [---] engagements

"In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much hate about a blockchain that just launched. Ive been investing into crypto professionally for 7+ years now. Before [----] almost every chain Ive ever seen that launched was mostly met with enthusiasm or indifference. But now new chains are born into a chorus of hate. The amount of haters Ive seen for projects like Monad Tempo"
X Link 2025-11-27T18:27Z 140.6K followers, 2M engagements

"Don't "work harder." Instead: Cut away distractions. Stop doing fake work. Ask for help. Plan. Solicit criticism. Automate what can be automated. Engage your mentors. Exercise. Get more sleep. Whatever you do don't "work harder." It's pretty much never the answer"
X Link 2018-10-26T18:08Z 140.6K followers, 25.8K engagements

"Advice to men in their 20s: [--]. Get better at speaking. Do embarrassing stuff like record yourself Toastmasters study good speakers and try to emulate them to try out their verbal techniques and see how they fit you. Charisma is the omni-skill. [--]. Drink less or not at all. It will force you to become a better conversationalist. [--]. Buy art that your friends make and hang it on your walls. [--]. Never lend money to family or close friends. Instead gift it to them and if they pay you back consider it a pleasant surprise. [--]. Spend most of your money on experiences not things. [--]. Make sure your"
X Link 2025-11-10T21:00Z 140.6K followers, 2.2M engagements

"Men who are more than [--] Give advice to men who are in their 20s The topic can be anything"
X Link 2025-11-08T12:05Z 47K followers, 6.6M engagements

"Fucking wild. @OpenAI's new o1 model was tested with a Capture The Flag (CTF) cybersecurity challenge. But the Docker container containing the test was misconfigured causing the CTF to crash. Instead of giving up o1 decided to just hack the container to grab the flag inside. This stuff will get scary soon"
X Link 2024-09-12T23:47Z 140.6K followers, 1.2M engagements

"4 Lessons on losing lots of money (from someone who has done so many times) 👇"
X Link 2022-05-12T02:24Z 140.6K followers, [----] engagements

"I passed on @solana's seed round in early [----] at $0.04. At current prices that's a 3250x. Solana was one of my first ever pitches as a junior VC and back then I wrote memos for every deal I passed on (adorably naive and overconfident). Re-reading this memo now is peak junior VC cringe. At the time we were obsessed with "Ethereum killers" consensus protocols and what was going to replace the EVM / eWASM. So here it is fully uneditedthe worst investing miss of all time. Happy birthday Solana 🎂 as we look back on [--] years of Solana -- share your favorite memory how OG are you as we look back on"
X Link 2025-03-17T20:27Z 140.6K followers, 1.2M engagements

"as we look back on [--] years of Solana -- share your favorite memory how OG are you Happy Birthday @Solana https://t.co/eXJSMb6fHq Happy Birthday @Solana https://t.co/eXJSMb6fHq"
X Link 2025-03-16T14:50Z 3.7M followers, 2.4M engagements

"1/ Blockchains are not networksthey're cities. 🏙 This simple mental model will help you understand why the L1 wars are evolving the way they are. New blog post + short 🧵 https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86 https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86"
X Link 2022-01-18T21:31Z 140.6K followers, [----] engagements

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