# ![@0xfishylosopher Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1525616967045877762.png) @0xfishylosopher Jay Yu 🐟

Jay Yu 🐟 posts on X about crypto, ai, in the, blockchain the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1525616967045877762/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525616967045877762/c:line/m:interactions.svg)

- [--] Week [-------] +523%
- [--] Month [-------] +16%
- [--] Months [---------] -52%
- [--] Year [---------] -98%

### Mentions: [--] [#](/creator/twitter::1525616967045877762/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525616967045877762/c:line/m:posts_active.svg)

- [--] Week [--] +162%
- [--] Month [---] +117%
- [--] Months [---] +511%
- [--] Year [---] +76%

### Followers: [-----] [#](/creator/twitter::1525616967045877762/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525616967045877762/c:line/m:followers.svg)

- [--] Week [-----] +6.70%
- [--] Month [-----] +11%
- [--] Months [-----] +86%
- [--] Year [-----] +145%

### CreatorRank: [-------] [#](/creator/twitter::1525616967045877762/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1525616967045877762/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  32.11% [technology brands](/list/technology-brands)  13.76% [cryptocurrencies](/list/cryptocurrencies)  12.84% [stocks](/list/stocks)  6.42% [exchanges](/list/exchanges)  5.5% [events](/list/events)  #1137 [social networks](/list/social-networks)  1.83% [currencies](/list/currencies)  0.92% [products](/list/products)  0.92%

**Social topic influence**
[crypto](/topic/crypto) #3319, [ai](/topic/ai) 11.01%, [in the](/topic/in-the) 10.09%, [blockchain](/topic/blockchain) 8.26%, [fintech](/topic/fintech) #68, [agentic](/topic/agentic) 5.5%, [money](/topic/money) 4.59%, [we are](/topic/we-are) 4.59%, [the most](/topic/the-most) 4.59%, [capital markets](/topic/capital-markets) #129

**Top accounts mentioned or mentioned by**
[@panteracapital](/creator/undefined) [@stanfordcrypto](/creator/undefined) [@wpreadingclub](/creator/undefined) [@sui414](/creator/undefined) [@zeebradoom](/creator/undefined) [@brianseong](/creator/undefined) [@kalshi](/creator/undefined) [@0xcryptosam](/creator/undefined) [@openmindagi](/creator/undefined) [@ereborbank](/creator/undefined) [@calblockchain](/creator/undefined) [@0xallyzach](/creator/undefined) [@kidponga](/creator/undefined) [@circle](/creator/undefined) [@davidyin44](/creator/undefined) [@polymarkets](/creator/undefined) [@veradittakit](/creator/undefined) [@coinbase](/creator/undefined) [@arbitrum](/creator/undefined) [@initc3org](/creator/undefined)

**Top assets mentioned**
[USDC (USDC)](/topic/usdc) [Ethereum (ETH)](/topic/ethereum) [Pump.fun (PUMP)](/topic/pumpfun) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Zcash (ZEC)](/topic/zcash)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Internet Capital Markets has been one of the hottest buzzwords of the past year. But what exactly are these Too often people lump everything into this broad concept from Pumpfun to Sonar to http://x.com/i/article/2014433807223685122 http://x.com/i/article/2014433807223685122"  
[X Link](https://x.com/0xfishylosopher/status/2015862882106499235)  2026-01-26T19:02Z [----] followers, 20.3K engagements


"if youre going to ethdenver and haven't found enough things to do - im hosting a @WPReadingClub with @sui414 and @zeebradoom tues 2/17 on the "microeconomics of prediction markets" rsvp if you want to get your brain tickled: https://luma.com/vgmqwa5a https://luma.com/vgmqwa5a"  
[X Link](https://x.com/0xfishylosopher/status/2020952253457469708)  2026-02-09T20:05Z [----] followers, [----] engagements


"with prices down + people leaving tons of people claiming crypto's in "an end of an era". but what's next imo its already on the timeline - @ereborbank is a great case study of where we all will be headed in the next few years: at its core erebor is a next generation neobank for startups - built with a banking license AND stablecoin rails. whereas the first generation of fintech neobanks (sofi/revolut/mercury) changed the frontend but kept the backend intact erebor changes that backend itself with stablecoins. erebor is a phenomenon that can only happen NOW - it has preconditions of (1) an"  
[X Link](https://x.com/0xfishylosopher/status/2020977521471390031)  2026-02-09T21:46Z [----] followers, [----] engagements


"A [----] word thesis on Storing Spending Growing and Borrowing Money on Crypto Rails. Article originally published here. Introduction Scroll in the UI of any banking or fintech app today whether http://x.com/i/article/2021316775120601090 http://x.com/i/article/2021316775120601090"  
[X Link](https://x.com/0xfishylosopher/status/2021679018752532490)  2026-02-11T20:13Z [----] followers, 174.2K engagements


"I spent the last few months writing a [----] word thesis on "crypto neobanks" - looking at neobank history market landscape revenue models and gaps for builders. Here's a TLDR: - The first wave of fintech neobanks (SoFi Chime Revolut Wise) happened in the mobile era. They replaced the frontend of banking from a physical branch to a mobile app. Crypto neobanks are replacing the backend of banking - from traditional rails to permissionless ones. - Crypto neobanks - like their fintech predecessors - address [--] fundamental interactions with money: Store Spend Grow and Borrow. Incumbents at every"  
[X Link](https://x.com/0xfishylosopher/status/2021679238181794016)  2026-02-11T20:14Z [----] followers, 58.2K engagements


"RT @PanteraCapital: Traditional banks and fintech apps revolve around: Store Spend Grow Borrow @0xfishylosopher explores what's next for"  
[X Link](https://x.com/0xfishylosopher/status/2021725347306479750)  2026-02-11T23:17Z [----] followers, [--] engagements


"thanks jon agreed the tech is being commoditized to the extent that you can vibecode a neobank using turnkey/privy + rain card in a weekend (actually i think we're already there). in that world what matters is how well you understand a niche wedge market. this is how fintechs won - sofi with student loans chime with paycheck advances revolut with international travelers mercury with tech startups agreed CC is a tough nut to crack. Creditcash is an awesome system but imo design space is pretty open. Happy to brainstorm and get your thoughts on this too."  
[X Link](https://x.com/0xfishylosopher/status/2021726153988616307)  2026-02-11T23:20Z [----] followers, [---] engagements


"Excited to be speaking at BASS next week in ETHDenver 🚨BASS Speaker Announcement🚨 @0xfishylosopher Junior Partner at @PanteraCapital https://t.co/yYRcyhXQvM 🚨BASS Speaker Announcement🚨 @0xfishylosopher Junior Partner at @PanteraCapital https://t.co/yYRcyhXQvM"  
[X Link](https://x.com/0xfishylosopher/status/2022076576637358419)  2026-02-12T22:33Z [----] followers, [----] engagements


"the software engineer of 2026: - hostinger Ubuntu vps - get claude code to install and manage openclaw - termius ssh on to manage Claude code from your phone - run AppleScript calendar sync scripts - all you press is [--] [--] and phat finger typos while chilling at airport"  
[X Link](https://x.com/0xfishylosopher/status/2023128428455821322)  2026-02-15T20:12Z [----] followers, [----] engagements


"1/ We're teaching @Uniswap fee switch design as Stanford course curriculum. On Friday I had the privilege of lecturing on Uniswap Governance for Stanford's "CS 352B/LAW 1078: Blockchain Governance" looking at UNI delegation the Wormhole Controversy and the Fee Switch"  
[X Link](https://x.com/0xfishylosopher/status/1795260112455807132)  2024-05-28T01:05Z [----] followers, 124.2K engagements


"1/ Crypto still faces a massive education problem. This Fall we've welcomed many new freshmen to @StanfordCrypto and many have asked me how to get started. So we've put together a "Stanford Blockchain Reading List" on Crypto 101: https://blockchain.stanford.edu/crypto101 https://blockchain.stanford.edu/crypto101"  
[X Link](https://x.com/0xfishylosopher/status/1845950938038915304)  2024-10-14T22:12Z [----] followers, 59K engagements


"Everyone's been FUD-ing TEE security recently. But this kinda misses the point - whats powerful about TEEs is that they're legos that build net new usecases with better privacy security and UX. Last week at Token2049 Singapore's @WPReadingClub I presented PASS - building a rich multi-user wallet out of a single EOA + TEE access-controlled with UTXO-style provenance rather than a custom policy language. PASS is a new way to build trust infra for AI delegation private payroll gasless CLOBs and other usecases using trust setups like TEEs/zkVMs. We provide a Lean4 formal"  
[X Link](https://x.com/0xfishylosopher/status/1976347435468456086)  2025-10-09T18:02Z [----] followers, [----] engagements


"echo "SF x402 nerds assembled" first @WPReadingClub on x402 w/ @zeebradoom + @BrianSeong complete at @CalBlockchain HQ nerdsniping series loading. 4.02%"  
[X Link](https://x.com/anyuser/status/1985595954335269230)  2025-11-04T06:32Z [----] followers, [----] engagements


"Pantera Research Lab shipped an awesome new DATboard today probably the best resource covering DATs out there - providing far more insight than a single mNAV number my fav features: BTC/SOL/ETH market breakdown DATCo profiles with PDFs of SEC filings leaderboard of tx/vol/premium etc. props to @sui414 and @0xallyzach for bringing this to market go check it out here: https://datboard.panteraresearchlab.xyz/ Today we are introducing the 📊 Pantera DATBoard 🧮 👉 https://t.co/cd7gWriGZf DATs have exploded into mainstream conversation but most analysis still revolves around a single number: mNAV."  
[X Link](https://x.com/0xfishylosopher/status/1989125746607133032)  2025-11-14T00:18Z [----] followers, [----] engagements


"happy holidays and merry christmas eve to everyone here's my present for CT - a list of [--] crypto predictions for [----] https://t.co/fBn1ebPtpZ https://t.co/fBn1ebPtpZ"  
[X Link](https://x.com/0xfishylosopher/status/2003830780574003252)  2025-12-24T14:11Z [----] followers, 19.4K engagements


"What exactly are "Internet Capital Markets" People often pack too many things (pumpfun xStocks stables neobanks) into this vague concept. Here's my breakdown of what this category actually means and ICM's value accrual patterns - from the trenches to Wall Street https://t.co/fXb5SMdILc https://t.co/fXb5SMdILc"  
[X Link](https://x.com/0xfishylosopher/status/2015863738088489308)  2026-01-26T19:05Z [----] followers, [----] engagements


"@kidponga @ereborbank yes and all the more impressive theyre integrating stablecoins as first class citizens which is great for adoption"  
[X Link](https://x.com/0xfishylosopher/status/2021123720023244934)  2026-02-10T07:27Z [----] followers, [--] engagements


"@zeebradoom @sphere @peerxyz @Backpack @commonwarexyz @RobinhoodApp @humidifi @titanbuilderxyz @tether @PayPal @tempo @Visa I love how half here are fintech"  
[X Link](https://x.com/0xfishylosopher/status/2021124492999925849)  2026-02-10T07:30Z [----] followers, [---] engagements


"@bc1beat @USDC @circle Big congrats"  
[X Link](https://x.com/0xfishylosopher/status/2021663308034773234)  2026-02-11T19:11Z [----] followers, [--] engagements


"@davidyin44 thanks david"  
[X Link](https://x.com/0xfishylosopher/status/2021706070012710959)  2026-02-11T22:01Z [----] followers, [---] engagements


"@dreambig_peter thank you agreed agents are a new customer cohort that (with the release of openclaw) will be increasingly important. planning to write more on what the "banking layer for AI agents" might look like :)"  
[X Link](https://x.com/0xfishylosopher/status/2021823464609661227)  2026-02-12T05:47Z [----] followers, [---] engagements


"@elliestartegy imo identity + kyc gets folded under "compliance and privacy parity""  
[X Link](https://x.com/0xfishylosopher/status/2021824311095701735)  2026-02-12T05:50Z [----] followers, [---] engagements


"@tushant_suneja agreed But DeFi naturally has certain CAC advantages eg. Vault yields that fintech does not have"  
[X Link](https://x.com/0xfishylosopher/status/2022040893122130435)  2026-02-12T20:11Z [----] followers, [--] engagements


"@eggpanned Totally agreed You see this already with Phantom EtherFi etc etc"  
[X Link](https://x.com/0xfishylosopher/status/2022045302451241259)  2026-02-12T20:29Z [----] followers, [---] engagements


"@100y_eth Thanks for the shoutout"  
[X Link](https://x.com/0xfishylosopher/status/2022053232672223500)  2026-02-12T21:00Z [----] followers, [--] engagements


"@christyhwchoi Totally agreed I really think crypto neobanks are taking off now/this cycle because stablecoins (and DeFi rails) have matured and were growing up as an industry. Its a trend that has a strong historical legacy and easy to see how crypto primitives fit in"  
[X Link](https://x.com/0xfishylosopher/status/2022053809418387936)  2026-02-12T21:02Z [----] followers, [--] engagements


"LFGGGG called it Announcing our TreeHacks [----] Keynote Speaker: Sam Altman @sama February [--] - [--] [----]. https://t.co/1vFMe6uQII Announcing our TreeHacks [----] Keynote Speaker: Sam Altman @sama February [--] - [--] [----]. https://t.co/1vFMe6uQII"  
[X Link](https://x.com/anyuser/status/2018072913791136100)  2026-02-01T21:24Z [----] followers, [----] engagements


"some pre-reading here: https://x.com/sui414/status/2019514701559001158s=20 We studied [---] NFL games and found that ☝ @Kalshi leads faster pricing in reaction to live-game by 7s while @Polymarket's design provides deeper concentrated liquidity by 3.5x. Bookmark this as your guide for the SuperBowl game betting this weekend 🧵: https://x.com/sui414/status/2019514701559001158s=20 We studied [---] NFL games and found that ☝ @Kalshi leads faster pricing in reaction to live-game by 7s while @Polymarket's design provides deeper concentrated liquidity by 3.5x. Bookmark this as your guide for the"  
[X Link](https://x.com/anyuser/status/2020952254577312175)  2026-02-09T20:05Z [----] followers, [---] engagements


"RT @0xCryptoSam: Excellent breakdown of crypto neobanks by @0xfishylosopher. There are 20+ crypto neobanks all essentially building the sa"  
[X Link](https://x.com/0xfishylosopher/status/2021696727200235558)  2026-02-11T21:23Z [----] followers, [--] engagements


"Happy holidays and Merry Christmas Eve to everyone It's prediction season again. So here goes my [--] crypto predictions for [----]. You can see how well I did for [----] here. [--] - Capital Efficient http://x.com/i/article/2003826248087400448 http://x.com/i/article/2003826248087400448"  
[X Link](https://x.com/0xfishylosopher/status/2003830142330900513)  2025-12-24T14:08Z [----] followers, 77.3K engagements


"We're excited to lead Doppler's $9M investment round to build the mechanism layer for Internet Capital Markets. As my colleague Mason wonderfully writes we're moving into a world where everything - from memes to stocks to IP are being tokenized - are being tokenized. All of these asset classes require custom liquidity and mechanism designs and Doppler provides that layer. Let's build custom capital markets. https://t.co/hu8kSYLNs4 https://t.co/hu8kSYLNs4"  
[X Link](https://x.com/0xfishylosopher/status/2016667098001657995)  2026-01-29T00:17Z [----] followers, [----] engagements


"we need more things like this - huge stride in tackling the "existentialist question" for crypto token What does the token actually do This has been one of the most fundamental unanswered questions in DeFi since the beginning. Does the token control governance Does it have any claim on the treasury Does it receive protocol revenue via buybacks or dividends Today we https://t.co/9ItZTehFN8 What does the token actually do This has been one of the most fundamental unanswered questions in DeFi since the beginning. Does the token control governance Does it have any claim on the treasury Does it"  
[X Link](https://x.com/0xfishylosopher/status/2016939558102085733)  2026-01-29T18:20Z [----] followers, [----] engagements


"incredibly cool to see privy entering into the agentic wallet space looking at the docs you can actually see the path forward of how "human x agent auth" works: privy gives two cases: (1) delegated auths for agents - i give a subkey with permission to send [--] usdc - and (2) agents actually hold a mpc keyshard (basically 1-of-n in a multisig). today what probably makes the most sense is (1) - delegating assets/permissions one by one. but as we trust agents more we'll probs encounter (2) more frequently. if you take this to the limit you get basically a DAO or a multisig completely run by a"  
[X Link](https://x.com/0xfishylosopher/status/2018840981135831539)  2026-02-04T00:16Z [----] followers, 10.9K engagements


"another banger by @sui414 and @0xallyzach on prediction markets microstructure ahead of the super bowl tldr - bets on kalshi and polymarket aren't completely equal on the microstructure level kalshi responds faster to live plays but polymarket has better trade liquidity be sure to bookmark their article to know where to place better bets We studied [---] NFL games and found that ☝ @Kalshi leads faster pricing in reaction to live-game by 7s while @Polymarket's design provides deeper concentrated liquidity by 3.5x. Bookmark this as your guide for the SuperBowl game betting this weekend 🧵: We"  
[X Link](https://x.com/0xfishylosopher/status/2019921217059451084)  2026-02-06T23:48Z [----] followers, [----] engagements


"entertainment as the hook + bank stack as the monetization logic. absolute masterclass. I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give"  
[X Link](https://x.com/0xfishylosopher/status/2020979966704529849)  2026-02-09T21:55Z [----] followers, [----] engagements


"oh and not to mention ollama qwen3 1.5b so you can always hack around when your ChatGPT free codex credits run out"  
[X Link](https://x.com/0xfishylosopher/status/2023129331112010015)  2026-02-15T20:16Z [----] followers, [---] engagements


"this is precisely what we are building at @StanfordCrypto - a culture of side projects part time gigs and portfolio building in parallel to Stanfords CS curriculum As I reflect on the recruiting and hiring industry it becomes clear to me that this "career" exists largely due to systemic gaps in education. A lack of well prepared talent structured environments and accessible pathways to develop essential job specific skills is the root As I reflect on the recruiting and hiring industry it becomes clear to me that this "career" exists largely due to systemic gaps in education. A lack of well"  
[X Link](https://x.com/anyuser/status/1871420534682005732)  2024-12-24T04:59Z [----] followers, [----] engagements


"12 crypto predictions/a collection of my crypto notes for [----] (my xmas present to ct) 🎄🧵"  
[X Link](https://x.com/0xfishylosopher/status/1871953522083905835)  2024-12-25T16:17Z [----] followers, 12.8K engagements


"1. Programmable wallets Wallets [---] = Functional (MetaMask) Wallets [---] = Embedded (Privy) Wallets [---] = Programmable. Complex multi-user access policies for each asset/message in a wallet. Private keys/seed phrases become deprecated. TEE/MPC wallets gain popularity"  
[X Link](https://x.com/0xfishylosopher/status/1871953526882263143)  2024-12-25T16:17Z [----] followers, [----] engagements


"4. Stablecoins widely integrated into mainstream POS systems. USDC can be spent directly in many places. Many L1s/L2s and major crypto projects create stablecoin credit/debit cards with crypto cashback"  
[X Link](https://x.com/anyuser/status/1871953544217292926)  2024-12-25T16:17Z [----] followers, [----] engagements


"7. Enterprise chains see renewed interest. Fortune [---] companies restart or revamp their blockchain experiments. There may be a competitor to Hedera/Hyperledger with an enterprise background"  
[X Link](https://x.com/0xfishylosopher/status/1871953564295389521)  2024-12-25T16:18Z [----] followers, [----] engagements


"8. Privacy re-emerges as a narrative. Supply for privacy from cryptographic primitives (TEE ZK MPC FHE) demand for privacy from MEV payments and enterprises"  
[X Link](https://x.com/anyuser/status/1871953569857024502)  2024-12-25T16:18Z [----] followers, [----] engagements


"10. Crypto AI becomes the favorite topic of SF bay builders. AI agents use crypto for payments ID trading and governance. Builders that pivoted to full AI in [----] pivot back to crypto x AI. Trad VC firms start backing these projects"  
[X Link](https://x.com/anyuser/status/1871953585245736986)  2024-12-25T16:18Z [----] followers, [----] engagements


"the yappy effect"  
[X Link](https://x.com/0xfishylosopher/status/1877178565789163746)  2025-01-09T02:20Z [----] followers, [----] engagements


"1/ Is DeSci Legit or a Scam IMO The truth is actually quite nuanced - there's at least three core issues: (1) accessiblity (2) funding (3) productionization Here's my extended thesis on DeSci - Opportunities Problems Perspectives 🧵 LINK IN THREAD"  
[X Link](https://x.com/0xfishylosopher/status/1877488205924041008)  2025-01-09T22:50Z [----] followers, [----] engagements


"As a somewhat infrequent Xiaohongshu creator XHS being flooded by TikTok refugees was very much not on bingo card for [----]. We live in the meme-est of meme timelines"  
[X Link](https://x.com/anyuser/status/1879602712721117531)  2025-01-15T18:53Z [----] followers, [----] engagements


"@theappletucker ur underselling expansion to mars and beyond. it was called constellation labs for a reason ser"  
[X Link](https://x.com/0xfishylosopher/status/1887215088173785121)  2025-02-05T19:01Z [----] followers, [---] engagements


"Had a ton of fun pulling up to @nethermind Research House in Palo Alto with @StanfordCrypto Average Friday night at Stanford: visiting Nethermind Research's HackerHouse 👀 https://t.co/y6KQZKY5sr Average Friday night at Stanford: visiting Nethermind Research's HackerHouse 👀 https://t.co/y6KQZKY5sr"  
[X Link](https://x.com/anyuser/status/1888398343870832957)  2025-02-09T01:23Z [----] followers, [---] engagements


"Crypto still faces a massive "explainability" gap for new devs. Over the past week @joshuaykoo and I at @StanfordCrypto have put together a simple SDK for TreeHacks hackers to quickly understand the full stack of a web3 DApp We're open sourcing it here: https://github.com/Stanford-Blockchain-Club/treehouse-sdk https://github.com/Stanford-Blockchain-Club/treehouse-sdk"  
[X Link](https://x.com/anyuser/status/1890852281467249060)  2025-02-15T19:54Z [----] followers, [----] engagements


"Yes. We are here. What Ethereum needs is a lot of young blood who shared the cypherpunk vision. All OGs are jaded. Its on the next generation now. What Ethereum needs is a lot of young blood who shared the cypherpunk vision. All OGs are jaded. Its on the next generation now"  
[X Link](https://x.com/0xfishylosopher/status/1895925325005275347)  2025-03-01T19:53Z [----] followers, [----] engagements


"denver takeaway: one of the most inspiring things in crypto is seeing how quickly new joiners can get to the frontiers. What happens in years in other spaces happens in weeks here. give me a conference and a few coffees and I will give you the future"  
[X Link](https://x.com/0xfishylosopher/status/1896116418611175821)  2025-03-02T08:32Z [----] followers, [----] engagements


"whether it be projects ideas or talent incubation is underrated relative to acquisition. people will forever remember who helped them get to where they are not the one that poaches with the highest price"  
[X Link](https://x.com/0xfishylosopher/status/1897367880284737694)  2025-03-05T19:25Z [----] followers, [---] engagements


"the homies of @StanfordCrypto mapped lol"  
[X Link](https://x.com/anyuser/status/1900398645029331404)  2025-03-14T04:08Z [----] followers, [----] engagements


"honored to have my DeSci piece highlighted here thanks for the merch prize sers 🫡 🎉 Announcing the winners of the Delphi Research Challenge 🎉 Thank you to everyone who participated Some stats before we get into the winners: 🔷 We received over [--] submissions. 🔷 [--] stood out for exceptional research. 🔷 We ended up making [--] hires from this competition https://t.co/QYSVDgXWOo 🎉 Announcing the winners of the Delphi Research Challenge 🎉 Thank you to everyone who participated Some stats before we get into the winners: 🔷 We received over [--] submissions. 🔷 [--] stood out for exceptional"  
[X Link](https://x.com/anyuser/status/1904188485151396323)  2025-03-24T15:08Z [----] followers, [----] engagements


"How can you build a baremetal Trusted Execution Environment (TEE) with $5 hardware and a Raspberry Pi For Stanford's CS 140E: Embedded Operating Systems final project @rishi____1 and I built a simple implementation of a TEE-like environment on a Raspberry Pi using a trusted hardware chip similar to hardware wallets like Ledger or Trezor. We used the ATECC608A secure element a widely available trusted hardware chip to do keygen sign and verify transactions for a baremetal Raspberry Pi (BCM2835). The ATECC608A chip cost about $5 each whereas a typical hardware wallet can cost $100 or more. Over"  
[X Link](https://x.com/0xfishylosopher/status/1904908210555019711)  2025-03-26T14:48Z [----] followers, [----] engagements


"Excited to host the second iteration of our Stanford Blockchain Governance Summit Please come join us in person 5/9 and 5/10 We're excited to share that we will be hosting on 5/9-5/10 the second annual Stanford Blockchain Governance Summit a two-day in-person conference on the future of blockchain governance. When: 5/9 and 5/10 9AM to 6PM Where: Stanford Law School RSVP: https://t.co/wDm2YEv5Ai We're excited to share that we will be hosting on 5/9-5/10 the second annual Stanford Blockchain Governance Summit a two-day in-person conference on the future of blockchain governance. When: 5/9 and"  
[X Link](https://x.com/anyuser/status/1914411159756923110)  2025-04-21T20:09Z [----] followers, [---] engagements


"defended my philosophy honors thesis and took grad photos last week reality of leaving this beautiful campus is slowly dawning 🥲"  
[X Link](https://x.com/anyuser/status/1927605613544050944)  2025-05-28T05:59Z [----] followers, [----] engagements


"Honored to have two papers selected for presentation in SBC '25 - "Voting Bloc Entropy" and "Liquefaction" As a conference SBC has always been special to me - handing out nametags as a sophomore cofounding BASS coordinating NYC volunteers now presenting my own research"  
[X Link](https://x.com/anyuser/status/1928515860450390324)  2025-05-30T18:16Z [----] followers, [----] engagements


"some sunday afternoon tee 🍵🫖"  
[X Link](https://x.com/0xfishylosopher/status/1929314880030408758)  2025-06-01T23:11Z [----] followers, [---] engagements


"one of the best superpowers in researching crypto projects is being able to read and digest developer APIs well. pure substance and functionality. no marketing BS. highest alpha. if you're a project and don't have well-maintained dev docs you're ngmi"  
[X Link](https://x.com/anyuser/status/1936586791290896629)  2025-06-22T00:47Z [----] followers, [----] engagements


"casual sf friday: pulling up to a robot cafe 🤖☕ this is why I love sf s/o to @samanthaaouyang and @openmind_agi for putting this together"  
[X Link](https://x.com/anyuser/status/1938772554992492596)  2025-06-28T01:32Z [----] followers, [----] engagements


"if founders are like relationships then builders are like situationships"  
[X Link](https://x.com/anyuser/status/1939358750902542477)  2025-06-29T16:22Z [----] followers, [---] engagements


"happy [--] years birthday to @ethereum i first started devving on eth in [----] as a stanford frosh. back then i remember my stack was: - Rinkeby PoW testnet (this was pre-merge) - Truffle.js web3.js Ganache - Vanilla JS - had to hand code browser injection for metamask using window.ethereum .and all this was pre-GPT it's absolutely amazing to see how every single part of this stack has become deprecated and how far dev-tooling has progressed in just [--] short years. excited for ethereum's future as we bring crypto everywhere"  
[X Link](https://x.com/anyuser/status/1950628658127007933)  2025-07-30T18:44Z [----] followers, [---] engagements


"Im thrilled to announce that Im joining @PanteraCapital for research and investments at a moment where grassroots innovation in blockchain gets turbocharged by institutional adoption. Over the past decade @dan_pantera @veradittakit and Panteras venture team has played a foundational and consistent role in supporting the primitives for a new on-chain economy. From @coinbase to @Alchemy from @circle to @OndoFinance from @arbitrum to @MorphoLabs Pantera has consistently backed winners across the crypto landscape. I see the current market shaped by 1/3 bottom-up innovation and 2/3 top-down"  
[X Link](https://x.com/0xfishylosopher/status/1951336912788267443)  2025-08-01T17:39Z [----] followers, 52.4K engagements


"Read more about it here: My personal blog: http://crypto.jayyu.xyz https://panteracapital.com/blog-joining-pantera-jay-yu/ http://crypto.jayyu.xyz https://panteracapital.com/blog-joining-pantera-jay-yu/"  
[X Link](https://x.com/0xfishylosopher/status/1951336914465988778)  2025-08-01T17:39Z [----] followers, [----] engagements


"Next week I will also be around for the Science of Blockchain Conference where two of my coauthored papers (Liquefaction & Voting Bloc Entropy) are being presented. If you're around the Bay please hmu - would love to meet/jam with everyone in person"  
[X Link](https://x.com/0xfishylosopher/status/1951339546312057123)  2025-08-01T17:49Z [----] followers, [----] engagements


"Excited to back @openmind_agi to bring the emerging agent economy to physical machines Catch them (and their robots) around SBC this week 🦾🤖 Today we are thrilled to announce our $20M raise led by @PanteraCapital. The future of thinking machines is OPEN. https://t.co/81JwiMtKY3 Today we are thrilled to announce our $20M raise led by @PanteraCapital. The future of thinking machines is OPEN. https://t.co/81JwiMtKY3"  
[X Link](https://x.com/anyuser/status/1952473231312781777)  2025-08-04T20:54Z [----] followers, [---] engagements


"How decentralized are DAOs really As a DAO researcher and former Uniswap delegate this has always been an animating question for me. But the thing is based on existing metrics no one can actually tell This morning my coauthor Andres Fabrega presented our work on "Voting Bloc Entropy" at the Science of Blockchain Conference. A TLDR of the paper: - Existing DAO metrics (Gini Nakamoto) all look at wallet-level behavior. They look great on the surface. - But empirically we know that voter apathy and herding mean DAOs are actually FAR more centralized than they appear using wallet-level data - So"  
[X Link](https://x.com/anyuser/status/1952787266457485535)  2025-08-05T17:42Z [----] followers, [---] engagements


"Have been nerdsniped by HTTP [---] - but this thread only scratches the surface. Some things it misses: Why did HTTP [---] fail to take off in the eCommerce era How did web2 payments get co-opted by "walled gardens" like Stripe or Paypal How did all this fundamentally change the business model of the Internet What are the actual ingredients needed for HTTP [---] to actually take off What are implementations of the spec beyond x402 by Coinbase Will drop more research on HTTP [---] soon. stay tuned 👀 0/ Autonomous agents are about to become Ethereums biggest power users. Guest thread from @kleffew94"  
[X Link](https://x.com/anyuser/status/1955760717602467987)  2025-08-13T22:37Z [----] followers, [----] engagements


"thinking about starting a philosophy-oriented reading club in sf starting fall DM if interested 🫡 for a city preoccupied with building god not enough people themselves are thinking deeply about the consequences some fav titles I have in mind: [--]. The Gay Science - Nietzsche [--]. Reality+ - David Chalmers [--]. Consciousness Explained - Daniel Dennett [--]. Waiting for Godot - Samuel Beckett [--]. History of Western Philosophy - Bertrand Russell [--]. The Spritiual in the Work of Art - Kandinsky [--]. All art is propaganda - George Orwell [--]. Nicomachean Ethics - Aristotle [--]. The Republic - Plato [--]. Zhuangzi -"  
[X Link](https://x.com/anyuser/status/1955911736533639576)  2025-08-14T08:37Z [----] followers, [----] engagements


"mirror mirror on the @Celo office wall whos the fairest of them all 👀"  
[X Link](https://x.com/0xfishylosopher/status/1960807312127615209)  2025-08-27T20:51Z [----] followers, [----] engagements


"Re. Google L1 announcement "GCUL" [--]. Enterprise chains see renewed interest. Fortune [---] companies restart or revamp their blockchain experiments. There may be a competitor to Hedera/Hyperledger with an enterprise background. [--]. Enterprise chains see renewed interest. Fortune [---] companies restart or revamp their blockchain experiments. There may be a competitor to Hedera/Hyperledger with an enterprise background"  
[X Link](https://x.com/anyuser/status/1960943140749152430)  2025-08-28T05:50Z [----] followers, [----] engagements


"I'm backing @kolelee_ to build Vigil as a generational company. I met Kole on campus in the deep bear of [----]. In a world where everyone was shilling AI Kole was still willing to be the contrarian that still held conviction in crypto. Kole became my brother-in-arms as we took on the crusade of revitalizing @StanfordCrypto and I had the pleasure of introducing him to the @PanteraCapital family - first as an intern and now as a portfolio founder. From convincing Stanford to buy BTC at 46k to SOL at [--] to HYPE and even Fartcoin I've learnt that whenever Kole has deep conviction in something some"  
[X Link](https://x.com/anyuser/status/1961180142480625823)  2025-08-28T21:32Z [----] followers, 15.7K engagements


"spreading the gospel of tee zk verifiability with @brianseong 🤓🤓 big things soon. So good to finally see someone who doesnt want to talk about AI but verifiability in SF Rare match🙂 @0xfishylosopher https://t.co/CrvirYIHGt So good to finally see someone who doesnt want to talk about AI but verifiability in SF Rare match🙂 @0xfishylosopher https://t.co/CrvirYIHGt"  
[X Link](https://x.com/anyuser/status/1961273167332479065)  2025-08-29T03:42Z [----] followers, [---] engagements


"How can you buy a fridge with an AI agent With @Ryan__Barney I trace the history of "HTTP [---] - Payment Required": its lost promise as the Internet's payment code its revival in the era of agentic payments by @Coinbase's x402 @BitGPTnetwork h402 and @radiustech_xyz EVMAuth and how this allows end consumers to buy fridges with AI agents + stablecoins. A TLDR: - HTTP 402s lost promise: Originally envisioned as a native micropayment standard with a payment tag HTTP [---] never took off due to a lack of digital cash and economic feasibility leaving it a dormant relic of early web design. - FinTech"  
[X Link](https://x.com/0xfishylosopher/status/1971249581112557724)  2025-09-25T16:24Z [----] followers, 22.2K engagements


"One of the most exciting applications of zkTLS that I've seen - @transcrypts_ uses zkTLS to aggregate data from payroll universities gov databases to automate background checks allowing for faster hiring with better privacy. Excited to call them a portco. Congrats @zainzaidi99 and team 1/ Thrilled to lead @TransCrypts $15M seed round to put user-owned verifiable credentials in the hands of everyone. Here's why we invested 👇 https://t.co/ASBlHK5wSC 1/ Thrilled to lead @TransCrypts $15M seed round to put user-owned verifiable credentials in the hands of everyone. Here's why we invested 👇"  
[X Link](https://x.com/anyuser/status/1976348863855460437)  2025-10-09T18:07Z [----] followers, [----] engagements


"We at @PanteraCapital have just cast our votes for Arbitrum's Security Council. Blockful is no longer in the Top [--] candidates for the security council. As a former DAO researcher I firmly believe that imperfect as they are DAO integrity matters. And this Blockful election has demonstrated in how vulnerable DAOs can be. We're glad to do our part to safeguard the integrity of @arbitrum one of the largest and most successful DAOs. Onwards. one seat in the @arbitrum security council was just bought by @blockful_io for [----] USD via @lobbyfinance to. prove a point basically https://t.co/R1NXQSohvk"  
[X Link](https://x.com/anyuser/status/1980425382483620227)  2025-10-21T00:06Z [----] followers, [----] engagements


"after a few months deep in x402 here are the directions Im most excited for builders to take: [--]. Client-Side Integrations what does UI for the end user look like this could be MCP servers or an AI-enhanced web browser some hardware interface or B2B workflow. This is then end interface where some user tells an AI agent what to do + what to buy [--]. Facilitator Providers who controls the purse facilitators are arguably the most lucrative role within the entire x402 workflow. They control how money flows and the policy engines on whether tx go through. community facilitators with properietary"  
[X Link](https://x.com/anyuser/status/1982876237241659626)  2025-10-27T18:25Z [----] followers, [----] engagements


"so excited for this Much much more research initiatives to come :))) and incredibly fortunate to welcome @sui414 to our team Excited to share the new home for Pantera Research Lab 💫 🌐 https://t.co/Sd4ZXMni08 Pantera Research Lab is where we study build and publish the ideas shaping the next era of digital assets. Our DNA: 🧮 Data 🔬 Research and 🧪 Catalyze Excited to share the new home for Pantera Research Lab 💫 🌐 https://t.co/Sd4ZXMni08 Pantera Research Lab is where we study build and publish the ideas shaping the next era of digital assets. Our DNA: 🧮 Data 🔬 Research and 🧪 Catalyze"  
[X Link](https://x.com/anyuser/status/1986162167377502481)  2025-11-05T20:02Z [----] followers, [----] engagements


"every cycle there are always 3-4 bottoms-up primitives that mature stick around and truly expand the applications horizon of crypto in 2020-2021 this was AMMs lending stables. in 2024-2025 this is perps launchpads pred markets never fade crypto primitives"  
[X Link](https://x.com/anyuser/status/1986510885922480524)  2025-11-06T19:07Z [----] followers, [----] engagements


"this is honest advice and I think writing is what really got me my job at @PanteraCapital out of college. Even as a stanford undergrad VC can seem hard to break into. The real reason is that VC seems on the surface like a job that has no moat - all you do is literally yap to people and make up numbers - how hard could that possibly be the real truth is that its a game of invisible reputations - of original thinking. Of framing something that is incredibly nuanced and complicated - be it agentic payments or DeSci or ZK Rollups - and doing investigative journalism creating some new way of"  
[X Link](https://x.com/0xfishylosopher/status/1988849535842677093)  2025-11-13T06:00Z [----] followers, 59.4K engagements


"The Internet was born with an original sin: HTTP could move information but not money. HTTP 402: Payment Required - originally meant to make payments as seamless as loading an image. But it was left undefined for decades. Today HTTP [---] is evolving to x402. Last week I hosted a discussion session with @CalBlockchain and @WPReadingClub on x402 where we brought together students founders and researchers to discuss the vision and technical architecture of x402. We also outlined several exciting opportunities for builders in the space such as: [--]. Client-side integrations: what does the UI for the"  
[X Link](https://x.com/anyuser/status/1989041112863121836)  2025-11-13T18:42Z [----] followers, 10.2K engagements


"hot take: onchain privacy has a much smaller market than most people realize. some back of the napkin math: - even on zcash only 25-30% of transfers are shielded since default is public transfers. - a major chain like Solana's "real economic value" = 2B in chain fees + jito priority ordering (from blockworks SOL dashboard) - add on 5B in application level fees SOL ecosystem has 7B in total economic value - suppose 25-30% of tx vol is private - this would mean a solana privacy TAM of 1.5-2B. lesson learned: its insanely hard to grow a unicorn through just private transfers"  
[X Link](https://x.com/0xfishylosopher/status/1989221165056028862)  2025-11-14T06:37Z [----] followers, 14.9K engagements


"been following the aave labs vs. dao drama over the past few weeks from the sidelines. braindumping some thoughts on the design space on the broader equity-token divide + where we go from here: - re. aave dao vs. labs - tbh i sympathize with both sides - as a former dao researcher + uniswap delegate i get the ask for a more decentralized "fair" governance process + not be sidelined by a labs-driven address swap esp as aave has proven its ability to self-govern for years. at the same time as a vc i sympathize with labs perspective - stani is precisely the type of generational founder we look"  
[X Link](https://x.com/0xfishylosopher/status/2009310883135242642)  2026-01-08T17:07Z [----] followers, [----] engagements


"imo micropayments is the 'wedge' for x402 but not the end point. winning micropayments will allow x402 to expand to macropayments' lion share of vols. also if youre into x402/agentic payments at all give lucas a follow - absolute bangers but criminally underrated account it's become increasingly clear to me that agentic commerce falls into two buckets [--]. macro purchases (what we make online purchases for today - eg buying a pizza or restocking your fridge automatically) [--]. micro purchases (what we'll be paying for in the age of AI with our own it's become increasingly clear to me that agentic"  
[X Link](https://x.com/0xfishylosopher/status/2010500068764209248)  2026-01-11T23:52Z [----] followers, [----] engagements


"how does google's "universal commerce protocol" actually work what does it mean for x402 and crypto's "agentic ecomomy" a few observations from the launch announce: - at the simplest level universal commerce is a bundling of google/shopify products - (1) gemini for chat (2) gmail oauth for your user id (3) google search for shopify merchants/pricing (4) google pay for loaded credit cards (5) shopify handling the money transfer over cards. - notably shopify's ucp launch video shows the checkout interface clearly (see image) - address + payment loaded via google pay ready for trad credit card"  
[X Link](https://x.com/0xfishylosopher/status/2010514715357954190)  2026-01-12T00:50Z [----] followers, [----] engagements


"in @MongoDB "agentic collaboration" SF hackathon this past saturday @sodofi_ @mahi_jariwala and @bekhamitt and i built the "ZK Negotiator Agent" placing into Top [--] finalists out of a web2 hackathon with 700+ participants and 100+ submissions. our project tackled x402's "identity problem": x402 is currently "identity-blind" - a server has no idea whether a request comes from a legit user or north korean hackers. so how can we build a zkid system for x402 - making payments "identity aware" while protecting user kyc privacy as they haggle with an AI agent our solution comes in [--] parts: (1)"  
[X Link](https://x.com/0xfishylosopher/status/2010867137607581819)  2026-01-13T00:11Z [----] followers, 18.8K engagements


"super interesting read into the personalities of different agents + revealed preferences through @x402monopoly as a game theory experiment https://t.co/6cJlMyA3AZ https://t.co/6cJlMyA3AZ"  
[X Link](https://x.com/0xfishylosopher/status/2011223276656476473)  2026-01-13T23:46Z [----] followers, [----] engagements


"in fact the LESS people need to understand the underlying tech the MORE it can reach people. This is exactly the case in AI - how many people that use ChatGPT daily actually understand how transformers work The interface layer itself should tap into human instinct (system 1) rather than intellectualized thought (system 2) I think about this as a reflection on the failure of deep crypto infra narratives from the [----] era vs. the success of proj like hype or polymarket. If you cant explain simply what your project does youre restricting its reach and potential. part of this falls back into a"  
[X Link](https://x.com/0xfishylosopher/status/2011242211388899440)  2026-01-14T01:01Z [----] followers, [----] engagements


"this is a huge moment for onchain assets + offchain spending. but lets be real - this isn't going to kill crypto cards. this flow comes with several caveats: from my understanding what is added is an extra "tab" or extra "app" into the existing (typically android) POS systems. for you as a customer to use "walletconnect checkout" you must: (1) literally tell the cashier "yo do yalls accept walletconnect stablecoins". the cashier might look at you in confusion be like "wtf are you on about" and you say "hey hand me the POS terminal i think its here" (2) you pick up the terminal choose"  
[X Link](https://x.com/0xfishylosopher/status/2012700959672279310)  2026-01-18T01:37Z [----] followers, 37.9K engagements


"@paramonoww @WalletConnect One big reason against: its not embedded into the user flow like cards are this is a huge moment for onchain assets + offchain spending. but lets be real - this isn't going to kill crypto cards. this flow comes with several caveats: from my understanding what is added is an extra "tab" or extra "app" into the existing (typically android) POS systems. this is a huge moment for onchain assets + offchain spending. but lets be real - this isn't going to kill crypto cards. this flow comes with several caveats: from my understanding what is added is an extra "tab" or"  
[X Link](https://x.com/0xfishylosopher/status/2012969233664323714)  2026-01-18T19:23Z [----] followers, [---] engagements


"@giddy_up_up thanks"  
[X Link](https://x.com/0xfishylosopher/status/2015952669085729129)  2026-01-27T00:59Z [----] followers, [---] engagements


"really great piece - in the age of claude/clawd et al. API keys are the single biggest achilles heel for both speed (you have to manually register) and security (cat .env) imo there's two ways we can get around this: (1) tees/enclaves + other crypto techniques (mpc/tss/fhe) to protect APIs themselves. you can't let a model ingest the key itself though so a bit of a design dance (2) deprecate api keys altogether use a pay-per-request mechanism (eg. x402). we'll have to enforce some form of stateful identity etc. to allow for persistent requests/chat history. this will likely require widespread"  
[X Link](https://x.com/0xfishylosopher/status/2016266294514090057)  2026-01-27T21:45Z [----] followers, 13.5K engagements


"@KartikB101 you can add a zkp of a JWT - we made a prototype in a one-day hackathon: https://x.com/0xfishylosopher/status/2012352128296030240s=20 update: we won the @CoinbaseDev prize demo vid here https://t.co/zP0nC7qFce https://x.com/0xfishylosopher/status/2012352128296030240s=20 update: we won the @CoinbaseDev prize demo vid here https://t.co/zP0nC7qFce"  
[X Link](https://x.com/0xfishylosopher/status/2016275016195965265)  2026-01-27T22:19Z [----] followers, [---] engagements


"@RamXBT yup totally i think you guys are doing a really great job of experimenting and pushing forward futarchy"  
[X Link](https://x.com/0xfishylosopher/status/2016278201438486936)  2026-01-27T22:32Z [----] followers, [---] engagements


"@jinglingcookies you call the endpoint - "mydomain .com/get-my-data" with jwt/zkid header to identify yourself. server runs check on zkp and returns x402 with price point. you send another request with the payment header. no api keys here"  
[X Link](https://x.com/0xfishylosopher/status/2016301130469540270)  2026-01-28T00:03Z [----] followers, [---] engagements


"reading through the replies and quotes - some of the most thoughtful and engaging content on prediction markets substructure. imo this is increasing evidence of sports being a particularly special subcategory within PM landscape question for me is - is this also a matter of difference on AUDIENCE behavior (social habit of betting pre-game) rather than simply info structure Prediction markets dont all aggregate information the same way - Sports bets accumulates volume early on and flattens near the end. While News market stay quiet and rise at the very last portion right before resolution."  
[X Link](https://x.com/0xfishylosopher/status/2016402521259127026)  2026-01-28T06:46Z [----] followers, [----] engagements


"hot take: the mainstream notion of "composability" in crypto is actually wrong. the reason why people say "oh the only usecase of crypto is in leveraged DeFi bets" is bc we only think of composability as either (a) inter-protocol ie. "Morpho x Pendle x Hyperliquid" or (b) inter-chain ie. "EVM crosschain" etc. this notion of "composability" creates self-enforced autarchy that does not create or integrate at real world economic value. yes stablecoins can be a "composable" expressway for payments. but even an expressway needs local exits to a neighborhood to be useful. imo real "composability""  
[X Link](https://x.com/0xfishylosopher/status/2016607983791477025)  2026-01-28T20:23Z [----] followers, [----] engagements


"@j0hnwang @coinbase @Kalshi congrats this is huge"  
[X Link](https://x.com/0xfishylosopher/status/2016660852301320453)  2026-01-28T23:53Z [----] followers, [---] engagements


"@0xjiawei imo (3) is very x402 coded haha + some of the classic depin ones like akash compute/pinata etc. i would place here"  
[X Link](https://x.com/0xfishylosopher/status/2016682676988903496)  2026-01-29T01:19Z [----] followers, [--] engagements


"RT @emilyhanyf: people have very mixed opinions on hackathons. ive spoken to many people who think hackathons are not worth the time or t"  
[X Link](https://x.com/anyuser/status/2018224427893403866)  2026-02-02T07:26Z [----] followers, [--] engagements


"@kaili_jenner @privy_io Insane aura"  
[X Link](https://x.com/0xfishylosopher/status/2018392985633984635)  2026-02-02T18:36Z [----] followers, [---] engagements


"@sodofi_ @ethereumfndn congrats sophia so happy for you EF is extremely lucky to have you"  
[X Link](https://x.com/0xfishylosopher/status/2018772589657919740)  2026-02-03T19:44Z [----] followers, [---] engagements


"@0xSammy @DavideCrapis Skill discovery/some sort of App Store. Not solved by [----] OpenClaw gives you a starter pack (think default iPhone apps) x402 is pricing mechanism"  
[X Link](https://x.com/0xfishylosopher/status/2018846169095659904)  2026-02-04T00:36Z [----] followers, [--] engagements


"@jayhinz @jaykhan @thejay @jay_drainjr @jayendra_jog @jongbinwon OMG YESS I HAVE FOUND MY BRETHEREN"  
[X Link](https://x.com/0xfishylosopher/status/2018903467142877457)  2026-02-04T04:24Z [----] followers, [--] engagements


"@zeebradoom Paying x402 to use a Michelin reservation bot is a legit use case"  
[X Link](https://x.com/0xfishylosopher/status/2019873418632655256)  2026-02-06T20:38Z [----] followers, [---] engagements


"more evidence for why the app meta is here to stay. Solana TVL chain revenue app revenue from defilama: Crypto obsesses over L1s but revenue tells a different story. Phantom did $10m+ in the last [--] days. Solana L1 did $3m in the same window. Blockspace is infrastructure. Apps capture users fees and distribution. Execution is where value accrues. Crypto obsesses over L1s but revenue tells a different story. Phantom did $10m+ in the last [--] days. Solana L1 did $3m in the same window. Blockspace is infrastructure. Apps capture users fees and distribution. Execution is where value accrues"  
[X Link](https://x.com/0xfishylosopher/status/2000700330393129113)  2025-12-15T22:51Z [----] followers, [----] engagements


"Here's also a recent post on how I see the different types and subcategories of Internet Capital Markets - from the trenches to Wall Street: https://x.com/0xfishylosopher/status/2015862882106499235s=20 https://t.co/fXb5SMdILc https://x.com/0xfishylosopher/status/2015862882106499235s=20 https://t.co/fXb5SMdILc"  
[X Link](https://x.com/0xfishylosopher/status/2016667099444498627)  2026-01-29T00:17Z [----] followers, [---] engagements


"RT @sui414: The "Time is Money" - Prediction Market edition short paper has dropped 🫳🎤 this chart from nagu summarizes markets well into"  
[X Link](https://x.com/anyuser/status/2016704401155739749)  2026-01-29T02:46Z [----] followers, [--] engagements

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