# ![@RyanWatkins_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::708805895258574849.png) @RyanWatkins_ Ryan Watkins

Solana is gaining traction with notable projects and leaders achieving success. Hyperliquid and other app-specific platforms are rising, potentially changing the general-purpose go-to-market strategy. Solana's growth and adoption are driving excitement, with new internet startups easily monetizing and capital formation increasing.

### Engagements: [------] [#](/creator/twitter::708805895258574849/interactions)
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- [--] Week [-------] +1,021%
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### Mentions: [--] [#](/creator/twitter::708805895258574849/posts_active)
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- [--] Week [--] -21%
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### Followers: [------] [#](/creator/twitter::708805895258574849/followers)
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- [--] Week [------] +0%
- [--] Month [------] +0.52%
- [--] Months [------] +2.90%
- [--] Year [------] +7.90%

### CreatorRank: [-------] [#](/creator/twitter::708805895258574849/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::708805895258574849/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #5394 [finance](/list/finance)  36.63% [exchanges](/list/exchanges)  #3560 [technology brands](/list/technology-brands)  9.9% [stocks](/list/stocks)  5.94% [social networks](/list/social-networks)  2.97% [financial services](/list/financial-services)  0.99% [countries](/list/countries)  0.99% [automotive brands](/list/automotive-brands)  0.99%

**Social topic influence**
[in the](/topic/in-the) 23.76%, [hyperliquid](/topic/hyperliquid) #176, [crypto](/topic/crypto) #829, [ai](/topic/ai) 11.88%, [the most](/topic/the-most) 11.88%, [ethereum](/topic/ethereum) 10.89%, [solana](/topic/solana) 7.92%, [bitcoin](/topic/bitcoin) #2174, [blockchain](/topic/blockchain) 6.93%, [the world](/topic/the-world) 6.93%

**Top accounts mentioned or mentioned by**
[@laurashin](/creator/undefined) [@notthreadguy](/creator/undefined) [@bankless](/creator/undefined) [@catgodsandhive](/creator/undefined) [@unitxyz](/creator/undefined) [@convergeonchain](/creator/undefined) [@tradexyzs](/creator/undefined) [@echodotxyz](/creator/undefined) [@legiondotcc](/creator/undefined) [@pangeafundmgmt](/creator/undefined) [@syncracycapital](/creator/undefined) [@jerallaire](/creator/undefined) [@joncharb](/creator/undefined) [@sequoia](/creator/undefined) [@paradigm](/creator/undefined) [@newaiworld_](/creator/undefined) [@escoluffy](/creator/undefined) [@ironredsandhive](/creator/undefined) [@magusdevon](/creator/undefined) [@testdumbass](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Bitcoin (BTC)](/topic/bitcoin) [Hyperliquid (HYPE)](/topic/$hype) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDC (USDC)](/topic/usdc) [Ethena (ENA)](/topic/$ena)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Solana applications just flipped Ethereum applications in total revenue generated. Total application revenue is one the strongest indicators of value creation in an ecosystem and Solana is now in the lead"  
[X Link](https://x.com/RyanWatkins_/status/1856125987227861337)  2024-11-12T00:04Z 86.6K followers, 333.9K engagements


"Solana now rivals Ethereum across nearly every key metric. Yet $SOL trades at just 33% the valuation of $ETH. Our Solana Thesis Part II: The Data-Driven Case for $SOL. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1856351983268983145)  2024-11-12T15:02Z 86.6K followers, 457.9K engagements


"Hyperliquid Thesis Syncracy believes $HYPE possesses a unique revenue engine combining an exchange and smart contract platform that positions it to become the highest earning blockchain in the world. Our thesis on Hyperliquids "financial aggregator opportunity. 1/ https://twitter.com/i/web/status/1897302198201036902 https://twitter.com/i/web/status/1897302198201036902"  
[X Link](https://x.com/RyanWatkins_/status/1897302198201036902)  2025-03-05T15:04Z 86.6K followers, 423.4K engagements


"Hyperliquid captures 33% of all blockchain revenue making it the top money maker in the cryptoeconomy. Its also doing so with the highest revenue quality and best growth trajectory. Remind me again why $HYPE is not a top [--] coin"  
[X Link](https://x.com/RyanWatkins_/status/1982960012755399107)  2025-10-27T23:58Z 86.6K followers, 141.3K engagements


"The everything exchange thesis for Hyperliquid is only getting clearer by the day. Polymarket and Kalshi are both decacorns btw. These advantages also enable Hyperliquid to expand beyond blockchain-native assets. As tokenization efforts like @unitxyz accelerate Hyperliquids opportunity may grow to include TradFi asset classes such as stocks and currencies or even exotic ones like prediction markets. https://t.co/WBKUr2IA5m These advantages also enable Hyperliquid to expand beyond blockchain-native assets. As tokenization efforts like @unitxyz accelerate Hyperliquids opportunity may grow to"  
[X Link](https://x.com/RyanWatkins_/status/2018334309111709945)  2026-02-02T14:42Z 86.6K followers, 26.3K engagements


"Hyperliquid generates the 4th most fees of all L1s. It also trades at one of the lowest multiples in the sector despite industry-leading growth. This is all before HyperEVM goes live in the coming months which will likely send fees way higher"  
[X Link](https://x.com/RyanWatkins_/status/1867623313381765363)  2024-12-13T17:31Z 86.6K followers, 160K engagements


"$ENA offers one of the only pure play exposures to stablecoins and tokenization and now has the largest bazooka (relatively) of all tokens with a treasury company. Ideal timing with German regulator (BaFin) headwinds now behind us following a June resolution. Ethena is back in growth mode with USDe supply reaching new highs ($7B) and can now execute on a number of big product initiatives (e.g @convergeonchain) that were likely delayed. Bonus is VC supply overhang now practically neutralized. https://twitter.com/i/web/status/1948746589113033080"  
[X Link](https://x.com/anyuser/status/1948746589113033080)  2025-07-25T14:06Z 86.6K followers, 102.4K engagements


"Hyperliquids XYZ100 (Nasdaq) has done $47M in volume since equity markets closed for the weekend. Expect HIP-3 markets will continue ramping faster than expected especially now that Hyperliquid is surfacing it on the main interface. Its only been two weeks since launch"  
[X Link](https://x.com/RyanWatkins_/status/1982176096301756555)  2025-10-25T20:03Z 86.6K followers, 132.5K engagements


"The confluence of HIP-3 taking off and financial markets at large being in casino mode creates the perfect environment for a new crypto social trading app to go viral"  
[X Link](https://x.com/RyanWatkins_/status/2016740143239999726)  2026-01-29T05:08Z 86.6K followers, 13.6K engagements


"Beginning to entertain the possibility that [----] is the year AI agents actually make their first impact onchain. Think we now have sufficient intelligence to make it work with supporting infrastructure approaching production readiness. In the event this happens transaction volumes will likely grow much faster than anyone anticipates"  
[X Link](https://x.com/RyanWatkins_/status/2017318532174749712)  2026-01-30T19:26Z 86.6K followers, 13.7K engagements


"Lot to be excited about in Ethereum lately. Explicit plans to greatly scale L1 Formal team for Quantum resistance Retheorizing the role of L2s so they expand app design space rather than extend what already exists Native rollup precompiles + interop AI agent standards live on Mainnet The past [--] years of underperformance while brutal for those who stomached it has played a critical role in shaking out weak hands and opportunists while refining the roadmap for those who remain. Still ton of work to do and Im not sold yet that this is enough but directionally this is the best its been for"  
[X Link](https://x.com/RyanWatkins_/status/2018722118955913367)  2026-02-03T16:23Z 86.6K followers, 18.3K engagements


"Quantum seems like one of those risks thats distant enough to not cause any panic for BTC anytime soon yet consequential enough to drive marginal inflows into assets like ETH SOL and ZEC that are actively addressing it. Not a high conviction thesis yet but observing"  
[X Link](https://x.com/RyanWatkins_/status/2018722372136714427)  2026-02-03T16:24Z 86.6K followers, [----] engagements


"Theres still about $250B - $500B of enterprise value in CEXs that will inevitably flow to DEXs as they continue winning share. Not all of that is capturable. Still quantifiably its the largest opportunity since the L1 trade and will only expand in the coming years as the sector grows and the leaders demonstrate platform potential. The breakout success of RWA trading on perp DEXs is the writing on the wall. https://twitter.com/i/web/status/2020881498518233162 https://twitter.com/i/web/status/2020881498518233162"  
[X Link](https://x.com/RyanWatkins_/status/2020881498518233162)  2026-02-09T15:24Z 86.6K followers, 24.2K engagements


"Still dont think people realize the endgame were headed towards By [----] the top [----] assets in the world will be traded in the same place using perps Mega Billion dollar positions. Portfolio Margin. With URA BRK.A IREN GOOG SILVER TADAWUL:2222 BTC DOGE all as collateral. One place. One account. Trade Everything. By [----] the top [----] assets in the world will be traded in the same place using perps Mega Billion dollar positions. Portfolio Margin. With URA BRK.A IREN GOOG SILVER TADAWUL:2222 BTC DOGE all as collateral. One place. One account. Trade Everything"  
[X Link](https://x.com/RyanWatkins_/status/2020882369369006500)  2026-02-09T15:27Z 86.6K followers, [----] engagements


"@notthreadguy Only thing stopping perps dexs momentum for the foreseeable future is a Gary Gensler [---] crackdown or a really long bear market"  
[X Link](https://x.com/RyanWatkins_/status/2020883779305259196)  2026-02-09T15:33Z 86.6K followers, [----] engagements


"Anyways the reason why this is exciting is not because it will directly lead to more buybacks (it will indirectly). Its a subsidy for traders who will now pay less funding on positions. Should increase open interest"  
[X Link](https://x.com/RyanWatkins_/status/2021975242583752759)  2026-02-12T15:50Z 86.6K followers, [----] engagements


"Interesting how much the terminally online cohorts motivation to invest in AI is shifting from excitement about capabilities to fear of irrelevance. Seems equally like a new paradigm moment and a genuine feeling of experiencing the exponential"  
[X Link](https://x.com/RyanWatkins_/status/2021436943817712096)  2026-02-11T04:11Z 86.6K followers, [----] engagements


"In other words seeing an increasing amount of alarmist posts about AI the past week. While I do think the excitement is warranted I cant help but feel like all this people dont realize whats happening escape the permanent underclass rhetoric is glorified bag shilling"  
[X Link](https://x.com/RyanWatkins_/status/2021451158590718137)  2026-02-11T05:08Z 86.6K followers, [----] engagements


"LLM psychosis is going to become a much bigger thing from here. With each leap in capability more and more people are outsourcing more of their critical thinking to LLMs and accepting the models word as authority without even realizing it. Used to think there would be a religious angle to this AI as the authority phenomenon (will probably happen in parallel anyways) but seems like its happening regardless. Not sure what to make of this yet. Its bad in obvious ways but potentially positive in less obvious ways https://twitter.com/i/web/status/2021618403123888283"  
[X Link](https://x.com/RyanWatkins_/status/2021618403123888283)  2026-02-11T16:12Z 86.6K followers, [----] engagements


"I see it mostly on Twitter. Both in all the AI generated articles that go viral each week and in the general discourse. Its concerning. And I say this as someone who believes in the exponential and that Situational Awareness was one of the most prescient papers in years"  
[X Link](https://x.com/RyanWatkins_/status/2021619198749987208)  2026-02-11T16:15Z 86.6K followers, [----] engagements


"Not sure the details here but if the deal resembles the one with Coinbase could be an incremental $30M - $40M in annual revenue for Lighter. Will of course linearly track the growth of deposits on the platform from here too. ZOOMER LIGHTER STRIKES DEAL WITH CIRCLE TO SHARE REVENUE GENERATED ON THE $920M OF USDC DEPOSITED ON THE PLATFORM ZOOMER LIGHTER STRIKES DEAL WITH CIRCLE TO SHARE REVENUE GENERATED ON THE $920M OF USDC DEPOSITED ON THE PLATFORM"  
[X Link](https://x.com/RyanWatkins_/status/2021965770406941183)  2026-02-12T15:13Z 86.6K followers, 15.3K engagements


"For context if Hyperliquid got a similar deal it would be an incremental $150M+. Not as significant an increase relatively for HYPE at is LIT but obviously would be nice to have"  
[X Link](https://x.com/RyanWatkins_/status/2021965772986495109)  2026-02-12T15:13Z 86.6K followers, [----] engagements


"Key Takeaways The asset class pulled forward expectations too far in 2021; since then valuations have been rationalizing and are now reasonable for quality assets As the U.S. regulatory environment http://x.com/i/article/2013786217284775937 http://x.com/i/article/2013786217284775937"  
[X Link](https://x.com/RyanWatkins_/status/2014385390371602546)  2026-01-22T17:11Z 86.6K followers, 350K engagements


"Theres a new onchain meta emerging that has nothing to do with memecoins and its pretty much the only new sector growing exponentially in this market. So long as financial markets stay risk on this should be one of the biggest ones yet"  
[X Link](https://x.com/anyuser/status/2014721768750039468)  2026-01-23T15:27Z 86.6K followers, 72.2K engagements


"In the past week alone weve had Blackrock Apollo and Citadel all buy DeFi tokens and Twitter announce theyll soon introduce crypto trading to their 550M MAUs. Starting to feel like institutions are positioning ahead of CLARITY"  
[X Link](https://x.com/RyanWatkins_/status/2022680420270379400)  2026-02-14T14:32Z 86.6K followers, 32.2K engagements


"Just [--] days after HIP-3 markets reached $1B in 24hr volume @tradexyz's Silver market alone is closing in on $1B today. Hyperliquid is becoming the premier venue to trade perpetuals for all relevant financial assets much faster than anticipated. Explosive growth. Theres a new onchain meta emerging that has nothing to do with memecoins and its pretty much the only new sector growing exponentially in this market. So long as financial markets stay risk on this should be one of the biggest ones yet. https://t.co/tQksI6AdOd Theres a new onchain meta emerging that has nothing to do with memecoins"  
[X Link](https://x.com/anyuser/status/2015916687527186433)  2026-01-26T22:36Z 86.6K followers, 32.7K engagements


"Normies are so cooked man. They have no idea whats happening in AI. You need to start vibe coding and hypergambling ASAP Youre running out of time to escape the permanent underclass. Dude Im a dentist and my gf is a real estate agent. What the fuck are you talking about"  
[X Link](https://x.com/RyanWatkins_/status/2022109462279180502)  2026-02-13T00:43Z 86.6K followers, 365.1K engagements


"But bro youre cherry picking the jobs least prone to disruption. What about all the entry level white collar jobs I know. The point is that its possible to be bullish AI without sounding like a schizophrenic baboon"  
[X Link](https://x.com/RyanWatkins_/status/2022109464267297089)  2026-02-13T00:43Z 86.6K followers, 34.9K engagements


"Now Twitters head of product is contradicting himself. Will just have to wait until the product launch to see what they actually put out. Regardless point still stands about institutions positioning. UPDATE: X will NOT offer Crypto and Bitcoin trading directly to its users. X head of product Nikita Bier has clarified that the platform will not handle trade execution or act as a brokerage. Instead X is building Smart Cashtags financial data tools that let users view live https://t.co/9vzgCjVQyV UPDATE: X will NOT offer Crypto and Bitcoin trading directly to its users. X head of product Nikita"  
[X Link](https://x.com/RyanWatkins_/status/2022801931048006030)  2026-02-14T22:35Z 86.6K followers, [----] engagements


"I still dont think people grasp how big AI agents can get. Within a decade 99% of blockchain transactions could be run by agentic swarms that rival corporations. AI agent platforms arent meme launchpads theyre take-rate businesses on the economic engines of the future"  
[X Link](https://x.com/RyanWatkins_/status/1864880642741113120)  2024-12-06T03:52Z 86.6K followers, 119.3K engagements


"See no reason why $HYPE shouldnt flip $SUI at a minimum from here. Hyperliquid is the only emerging L1 with a killer app and grassroots experimentation yet trades at 1/3 - 1/5 the valuation of its closest peers. Aspirational comp is $BNB"  
[X Link](https://x.com/RyanWatkins_/status/1866875152434168037)  2024-12-11T15:58Z 86.6K followers, 199.3K engagements


"In the past [--] days Solana generated $431M in fees more than all other L1s combined. Solana now captures 53% of the global L1 fee pool with the most recent driver of activity being the Cambrian explosion of AI agents. Starting to look like the Fat SOL thesis"  
[X Link](https://x.com/RyanWatkins_/status/1868324396118802889)  2024-12-15T15:57Z 86.6K followers, 226.9K engagements


"Hyperliquid has strong potential to become the top blockchain by fees generated in [----] in large part because it vertically integrates almost all the most profitable business in cryptos history: exchange (spot + derivatives) + blockspace (HyperEVM). All it needs is stablecoin to complete the holy trinity"  
[X Link](https://x.com/RyanWatkins_/status/1872659542275670448)  2024-12-27T15:03Z 86.6K followers, 129.6K engagements


"Two weeks ago the President of the United States launched a memecoin on Solana. It hit $70B in two days. Yet today I still dont think the market has fully processed the second- and third-order effects. So heres my best attempt to make sense of it all.   . If the President can launch a memecoin why cant every politician Every celebrity Every community Why cant you Trumps new crypto czar David Sacks recently called memecoins collectibles akin to NFTs. Its not an official designation but it signals something bigger: regulatory clarity is coming. And with it the floodgates will open. In fact this"  
[X Link](https://x.com/RyanWatkins_/status/1884797407474385097)  2025-01-30T02:54Z 86.6K followers, 364.4K engagements


"Dot Com Boom = Everyone Launches a Website. Dot Fun Boom = Everyone Launches a Token. slowly then all at once https://t.co/KM7sbSNCgm slowly then all at once https://t.co/KM7sbSNCgm"  
[X Link](https://x.com/RyanWatkins_/status/1884841821471138007)  2025-01-30T05:51Z 86.6K followers, 138.6K engagements


"Will be clear in the coming months just how much $HYPE changed the TGE meta. A growing wave of high profile upcoming projects are doing larger community airdrops and conducting public sales on @echodotxyz and @legiondotcc. Cryptos OG ethos is making a quiet powerful return"  
[X Link](https://x.com/RyanWatkins_/status/1902947567345786908)  2025-03-21T04:57Z 86.5K followers, 35.8K engagements


"I still dont think people understand how special Hyperliquid is $1B of annual income at 97% margins legitimately doesnt exist in the S&P [---] or Nasdaq. $HYPE is one of the most efficient cash flow machines in the world"  
[X Link](https://x.com/RyanWatkins_/status/1923222777173102742)  2025-05-16T03:43Z 86.6K followers, 85.6K engagements


"Hyperliquid vs. Solana will be the cryptoeconomys defining battle in the coming quarters as U.S. equities move onchain. The winner will become the industrys next $100B-$500B project and may very well transform capital markets forever. Also chance pie is big enough for both"  
[X Link](https://x.com/RyanWatkins_/status/1925771448439751144)  2025-05-23T04:31Z 86.6K followers, 227.4K engagements


"Hyperliquid: $85M per employee Tether: $65M per employee The most revenue efficient organizations in the world actually exist in crypto. Wow https://t.co/pFAPVEXvcp Wow https://t.co/pFAPVEXvcp"  
[X Link](https://x.com/RyanWatkins_/status/1926686389598298224)  2025-05-25T17:06Z 86.6K followers, 172.4K engagements


"A Letter to Hyperliquid and Solana Bulls Solana bulls: Respect the rise of Hyperliquid. It is the most credible competitive threat to the internet capital markets thesis today. Study strategic power and economic potential of enshrining an orderbook exchange as a blockchain public good. Dismiss it at your peril. Dont become the ETH maxis you once ridiculed. Hyperliquid Bulls: Respect what Solanas built. Solana is the most performant and battle tested globally distributed system in production today. The Solana ecosystem is home to a diverse array of applications beyond DeFi ranging from DePIN"  
[X Link](https://x.com/RyanWatkins_/status/1927026652732702953)  2025-05-26T15:38Z 86.6K followers, 134.8K engagements


"State of crypto markets"  
[X Link](https://x.com/anyuser/status/1930672074089009227)  2025-06-05T17:04Z 86.6K followers, 59.7K engagements


"Token holders not having recourse to project treasuries is one of the biggest governance failures in cryptos history. Subpar altcoins ditching their own assets to build a BTC treasury was not on my [----] bingo card World is healing Subpar altcoins ditching their own assets to build a BTC treasury was not on my [----] bingo card World is healing"  
[X Link](https://x.com/RyanWatkins_/status/1934393481679524003)  2025-06-15T23:31Z 86.6K followers, 49K engagements


"When I first underwrote Hyperliquid I assigned little value to builder codes. I now believe its one of the most important features that enables Hyperliquid to outcompete CEXs. The thesis is simple: builder codes enable Hyperliquid to scale distribution faster than any competing exchange. Hyperliquid gives every front-end an offer thats hard to refuse by embedding an unruggable fee sharing mechanism. While other exchanges hustle to onboard taker flow themselves Hyperliquid has an ecosystem of front-ends all working for it. This means you get magic moments like onboarding 10M+ Phantom users in"  
[X Link](https://x.com/RyanWatkins_/status/1942943492486910340)  2025-07-09T13:46Z 86.6K followers, 80K engagements


"Just now BTC spot on Hyperliquid did more 24H volume than Coinbase and Bybit combined. The market is not pricing in Hyperliquid spot markets ramping alongside perps. The Everything Exchange The past few days have been crazy especially for Unit/Hyperliquid. Everything worked flawlessly. 9-figure+ BTC deposits and ETH withdrawals were processed within minutes without any hiccups on a decentralized system. Just now BTC spot on Hyperliquid did more 24H volume than The past few days have been crazy especially for Unit/Hyperliquid. Everything worked flawlessly. 9-figure+ BTC deposits and ETH"  
[X Link](https://x.com/RyanWatkins_/status/1959624181600997640)  2025-08-24T14:29Z 86.6K followers, 296K engagements


"Last cycle the biggest source of edge was being short-term while everyone else bet on supercycle. Today it increasingly pays to do the opposite as cryptos best opportunities now require longer payoff horizons that few are willing to see through due to myopia and PTSD. Dont think we as an industry fully appreciate yet how much memecoins and perp trading has giga-fried peoples brains and impaired market psychology"  
[X Link](https://x.com/RyanWatkins_/status/1970306565228941507)  2025-09-23T01:57Z 86.6K followers, 104.9K engagements


"Forgot about $ETH Up"  
[X Link](https://x.com/RyanWatkins_/status/1377997341526007818)  2021-04-02T14:52Z 86.6K followers, [----] engagements


"Bro if Biden raises the long-term capital gains tax to 43.4% Im leaving the US. Buy #BTC"  
[X Link](https://x.com/RyanWatkins_/status/1385395972604321795)  2021-04-23T00:51Z 86.6K followers, [---] engagements


"An ETH / DeFi decoupling from BTC would be one of the most bullish developments for the industry. There is no reason why fundamentally driven growth assets should be correlated with faith based macro assets. The sooner people learn this the sooner we move forward"  
[X Link](https://x.com/RyanWatkins_/status/1395846762766733326)  2021-05-21T20:59Z 86.6K followers, [----] engagements


"Study improving fundamentals and relative strength amidst the blood. Maker scrong. dai supply highest since january market tipping its hand dai supply highest since january market tipping its hand"  
[X Link](https://x.com/anyuser/status/1779340931260359128)  2024-04-14T02:48Z 86.6K followers, 10.7K engagements


"Memecoin mania is just class warfare in cyberspace. After years of wealth extraction by the Founder and VC class retail investors have seized the memes of production and the industry now crackles with the anarchic energy of a rising rebellion. In the chaos many seen nihilism but the few discerning see signs of maturation. After years of wealth extraction by the Founder and VC class retail investors have seized the memes of production and the industry now crackles with the anarchic energy of a rising rebellion. In the chaos many seen nihilism but the few discerning see signs of maturation"  
[X Link](https://x.com/RyanWatkins_/status/1845621232923775178)  2024-10-14T00:22Z 86.6K followers, 62.3K engagements


"Bittensor Subnet [--] will soon be powering the #4 entertainment app in the Apple App Store. AI Autumn (real). WE ARE SOOO BACKKKK https://t.co/jnfdhkmzpN WE ARE SOOO BACKKKK https://t.co/jnfdhkmzpN"  
[X Link](https://x.com/RyanWatkins_/status/1850616676963750218)  2024-10-27T19:12Z 86.6K followers, 15.8K engagements


"AI agents are a multi-trillion dollar opportunity. Jensen Huang Nvidia CEO"  
[X Link](https://x.com/RyanWatkins_/status/1876479076627849615)  2025-01-07T04:00Z 86.6K followers, 898.2K engagements


"Whoever cracks prediction markets with leverage and finds a way to embed it into a Twitter-like social feed will likely create a generational businesses. One of the biggest opportunities in SocialFi"  
[X Link](https://x.com/anyuser/status/1942389922788254081)  2025-07-08T01:07Z 86.6K followers, 139.7K engagements


"Pump ICO sold out in [--] minutes. Even better it was the 3rd largest ICO in history and raised the majority onchain on Solana"  
[X Link](https://x.com/RyanWatkins_/status/1944039585077768596)  2025-07-12T14:22Z 86.6K followers, 73.7K engagements


"Really incredible how many people recognize its late cycle and plan to sell the top this time. Surely everyone will be right"  
[X Link](https://x.com/RyanWatkins_/status/1955973901734842476)  2025-08-14T12:44Z 86.6K followers, 475.9K engagements


"Too many people are overindexing on the [----] cycle and arent thinking about the current setup from first principles. I get it you have PTSD and [----] was a horrible year but whats past is past. Only now after [--] years of BTC dominance expansion are institutions exploring the cryptoeconomy beyond. Regulatory tailwinds have Wall Street foaming out the mouth about stablecoins and tokenization. Recently theyve began exploring Ethereum with the childlike wonder of someone going down the crypto rabbit hole for the first time. You can see hear it in their rudimentary talking points as if they just"  
[X Link](https://x.com/RyanWatkins_/status/1957122776629743628)  2025-08-17T16:50Z 86.6K followers, 140.1K engagements


"After thinking about USDH more I realize the most important question for the Hyperliquid community isnt about institutions vs natives. Its about alignment. Who will best steward USDH In theory an established issuer derisks the opportunity offering Hyperliquid regulatory support distribution and resources. But its hard to imagine USDH would ever be the top priority for any of these players. So Hyperliquid gets a white label stablecoin but what comes after Will they build products around Hyperliquid Accumulate $HYPE Run infrastructure Its not clear from any of these proposals how committed"  
[X Link](https://x.com/RyanWatkins_/status/1964840179383836954)  2025-09-07T23:56Z 86.6K followers, 98.6K engagements


"Digital Asset Treasuries hold $105B in assets and control big chunks of the BTC ETH and SOL supplies. Few have stopped to think through what this means long-term. A thesis on how DATs can move beyond speculation and become lasting economic engines for the cryptoeconomy. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1970491737325113727)  2025-09-23T14:13Z 86.6K followers, 64.4K engagements


"Global equity perps might be the single biggest growth opportunity in crypto over the next [--] - [--] months aside from stablecoins. All the hottest assets available anywhere in the world with programmatic leverage accessible on a smartphone"  
[X Link](https://x.com/RyanWatkins_/status/1979969007500354015)  2025-10-19T17:52Z 86.6K followers, 75K engagements


"Daily reminder that youre not edgy or smart for identifying that most cryptoassets will go to zero. There is nothing profound about saying 90% of cryptoassets will eventually go to zero. This is practically a fundamental law of startup investing. Instead focus on identifying the 10% that will succeed. Or better yet the 1% that will become generational winners There is nothing profound about saying 90% of cryptoassets will eventually go to zero. This is practically a fundamental law of startup investing. Instead focus on identifying the 10% that will succeed. Or better yet the 1% that will"  
[X Link](https://x.com/RyanWatkins_/status/1994477325958689034)  2025-11-28T18:43Z 86.6K followers, 34.7K engagements


"I believe theres now a 60% chance the upcoming Bitcoin halving gets canceled. Markets are still severely underestimating the impact of the Coronavirus"  
[X Link](https://x.com/RyanWatkins_/status/1235572415171825666)  2020-03-05T14:26Z 86.6K followers, [----] engagements


"The [---] UNI that every Uniswap addressed was just airdropped is worth more than the $1200 stimulus check the US sent to millions of Americans. Its basically stimulus for Ethereum users"  
[X Link](https://x.com/RyanWatkins_/status/1306432490656145408)  2020-09-17T03:19Z 86.6K followers, [----] engagements


"MicroStrategy now holds [-----] bitcoins worth $797 million. MSTR has now made $322 million on the cumulative $475 million it invested in #Bitcoin"  
[X Link](https://x.com/RyanWatkins_/status/1339003966043140096)  2020-12-16T00:26Z 86.6K followers, [----] engagements


"2021 prediction: In [----] we begin seeing institutions buy $ETH Once you accept that Bitcoin may be valuable it opens your mind to the possibility that other cryptoassets may also be valuable. Its a much easier jump from $BTC to $ETH from there"  
[X Link](https://x.com/RyanWatkins_/status/1343216612623712259)  2020-12-27T15:26Z 86.6K followers, [----] engagements


"On #Bitcoins 12th birthday Satoshi Nakamoto just became the 40th richest person in the world. $34 billion and counting 🚀"  
[X Link](https://x.com/RyanWatkins_/status/1345607881706643457)  2021-01-03T05:48Z 86.6K followers, [---] engagements


"Ethereum is on pace to settle $1.6 trillion in transactions for Q1 [----]. In the last [--] months it has settled $2.1 trillion in transactions. Incredible scale for a technology that critics claimed couldnt scale"  
[X Link](https://x.com/RyanWatkins_/status/1364572530560925698)  2021-02-24T13:46Z 86.6K followers, [----] engagements


"Ethereum settled $1.5 trillion in transactions in Q1 [----]. Thats more than its previous [--] quarters combined"  
[X Link](https://x.com/RyanWatkins_/status/1384676842045681664)  2021-04-21T01:14Z 86.6K followers, [----] engagements


"One day crypto wont be as crazy and volatile as it is today. Protocols will be worth trillions. Money finance the internet and culture will be changed forever. But when we finally do reach that point crypto wont be nearly as exciting. Enjoy every moment of this insanity"  
[X Link](https://x.com/RyanWatkins_/status/1385593170457735171)  2021-04-23T13:55Z 86.6K followers, [----] engagements


"Whats always excited me most about Ethereum is the sheer scale of its ambition. If Ethereum is successful its economy may eventually grow so large its GDP surpasses that of the leading nation states. This would change everything we know about economics and politics"  
[X Link](https://x.com/RyanWatkins_/status/1387202850594467843)  2021-04-28T00:31Z 86.6K followers, [---] engagements


"DeFi is an existential threat to every financial institution on the planet. It may still feel like a toy at the scale its at today but with time DeFi will bring about a complete upheaval in the fabric of the global financial system. Embrace it"  
[X Link](https://x.com/RyanWatkins_/status/1390086219455946752)  2021-05-05T23:29Z 86.6K followers, [---] engagements


"Not sure theres ever been a stronger setup for ETH flipping BTC. In the coming months: 1) EIP [----] 2) PoS + ETH [--] Merger 3) DeFi + NFTs 4) Institutions announce ETH positions 5) ESG tailwinds Meanwhile unclear catalyst path for BTC. Only a 100% move away"  
[X Link](https://x.com/RyanWatkins_/status/1392647438234755073)  2021-05-13T01:06Z 86.6K followers, [----] engagements


"Just wait until DeFi starts receiving meaningful media coverage. Almost a year into this bull market and the media still hasnt covered what is indisputably the single most exciting sector in crypto"  
[X Link](https://x.com/RyanWatkins_/status/1394639942479974409)  2021-05-18T13:04Z 86.6K followers, [---] engagements


"Bitcoin Miami in [--] weeks"  
[X Link](https://x.com/RyanWatkins_/status/1396476627861843968)  2021-05-23T14:42Z 86.6K followers, [----] engagements


"ETH volumes have been exploding recently and have surpassed BTC volumes for the past month. ATHs $20+ billion in daily spot volume"  
[X Link](https://x.com/RyanWatkins_/status/1397385373580398594)  2021-05-26T02:53Z 86.6K followers, [----] engagements


"The reason many people dont get crypto is because theyre too busy looking for technical innovation rather than institutional innovation. The most exciting attributes of blockchains are about how we design and run internet institutions not computational performance"  
[X Link](https://x.com/RyanWatkins_/status/1399063741157752840)  2021-05-30T18:02Z 86.6K followers, [----] engagements


"Bitcoin is a swarm of cyber hornets serving the goddess of wisdom feeding on the fire of truth exponentially growing ever smarter faster and stronger behind a wall of encrypted energy. Customer: Right. can I get a Big Mac with fries"  
[X Link](https://x.com/RyanWatkins_/status/1407020733805498373)  2021-06-21T17:00Z 86.6K followers, [---] engagements


"Crypto twitter after every big green candle"  
[X Link](https://x.com/RyanWatkins_/status/1409296132094713856)  2021-06-27T23:42Z 86.6K followers, [---] engagements


"In Q2 [----] Ethereum settled $2.5 trillion in transactions. This represents +65% QoQ and +1490% YoY and puts Ethereum on pace to settle $8 trillion in 2021"  
[X Link](https://x.com/RyanWatkins_/status/1415314367860682756)  2021-07-14T14:16Z 86.6K followers, [----] engagements


"In [----] Terra's UST became a leading decentralized stablecoin reaching $2.5BN+ in circulation. With Colombus-5 and Wormhole V2 going live in the coming weeks UST growth will likely accelerate setting it up to challenge DAI for the top spot among decentralized stablecoins. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1438290263840075777)  2021-09-15T23:54Z 86.6K followers, [----] engagements


"Axie Infinity now valued at $30 billion. Would put it among the top [--] most valuable video game companies in the world by market capitalization"  
[X Link](https://x.com/RyanWatkins_/status/1444050982946672647)  2021-10-01T21:25Z 86.6K followers, [----] engagements


"In the past [--] months Ethereum settled $6.2 trillion in transactions. This figure is up 369% compared to [----] and was powered by a strong Q3 where Ethereum settled $1.5 trillion. Probably nothing"  
[X Link](https://x.com/RyanWatkins_/status/1445020156984537092)  2021-10-04T13:37Z 86.6K followers, [----] engagements


"Market suddenly realizing $ETH is a bet on: - Internet Money - The Metaverse - DeFi - NFTs - Web [--] All rolled into one powerful asset. $ETH is the center of the cryptoeconomy"  
[X Link](https://x.com/RyanWatkins_/status/1455687848087195648)  2021-11-03T00:06Z 86.6K followers, [----] engagements


"Bitcoiners celebrating BTC nuking less than alts despite having comically underperformed the past year. Ethereans blasting Solana for its performance issues despite having failed to address its own scaling challenges. Cope everywhere all while we continue to bleed"  
[X Link](https://x.com/RyanWatkins_/status/1485484339672592385)  2022-01-24T05:27Z 86.6K followers, [----] engagements


"BREAKING: Web [--] investors fleeing into work-2-earn sector after violent market wide crash"  
[X Link](https://x.com/RyanWatkins_/status/1485624144528084998)  2022-01-24T14:42Z 86.6K followers, [----] engagements


"NFTs be like"  
[X Link](https://x.com/RyanWatkins_/status/1489255772080902150)  2022-02-03T15:13Z 86.6K followers, [----] engagements


"This is one of the worst setups Ive seen for crypto in a while. - Rapidly rising rates - Fed tapering - High inflation - Recession Risk - War - Inflated Valuations - Broken charts If there was ever a time to pay for all the excess of the past year now wouldnt be a bad time"  
[X Link](https://x.com/RyanWatkins_/status/1492219597075931137)  2022-02-11T19:30Z 86.6K followers, [----] engagements


"LUNA now at $103.00. Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of the Blockchain or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else"  
[X Link](https://x.com/RyanWatkins_/status/1501956392546091019)  2022-03-10T16:21Z 86.6K followers, [---] engagements


"Despite their incredible growth decentralized stablecoins are still the most under-appreciated piece of core infrastructure in the cryptoeconomy"  
[X Link](https://x.com/RyanWatkins_/status/1504297826691563521)  2022-03-17T03:25Z 86.6K followers, [---] engagements


"Excited to announce Pangea Fund Management @PangeaFundMgmt is a thesis driven hedge making high conviction concentrated investments in the secular winners of the cryptoeconomy. Our thesis. 1/ https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fundsrnd=cryptocurrencies-v2 https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fundsrnd=cryptocurrencies-v2"  
[X Link](https://x.com/RyanWatkins_/status/1521857555370237952)  2022-05-04T14:21Z 86.6K followers, [----] engagements


"Generational buying opportunity over the coming weeks and months. The biggest mistake you can do right now is tap out as this market deflates. Now is when the legends of next cycle are formed"  
[X Link](https://x.com/RyanWatkins_/status/1522581526629818368)  2022-05-06T14:18Z 86.6K followers, [----] engagements


"Huge week for the future of crypto mass adoption. - Coinbase providing on-chain access directly in-app - Coinbase Pay enabling direct fiat on-ramp into wallets like Metamask - Robinhood launching Web [--] wallet + SBF acquiring 7.6% stake Seeds of next cycle are being planted"  
[X Link](https://x.com/RyanWatkins_/status/1526636755876823041)  2022-05-17T18:52Z 86.6K followers, [----] engagements


"RIP #Bitcoin"  
[X Link](https://x.com/RyanWatkins_/status/1536549154683596801)  2022-06-14T03:20Z 86.6K followers, [----] engagements


"Its dark out there but in truth this crash is the greatest gift to those committed to cryptos long-term success. Mass adoption is on the horizon but we must eliminate all the bullshit stunting the growth and maturation of the cryptoeconomy. Now is the end of the beginning"  
[X Link](https://x.com/RyanWatkins_/status/1538180308591419394)  2022-06-18T15:22Z 86.6K followers, [---] engagements


"Excited to share Pangea Fund Management is rebranding to Syncracy Capital. @SyncracyCapital is in an incredible position after being extremely conservative in [----]. [----] will likely be a generational environment for convicted long-term buyers and we are ready to capitalize. 1/"  
[X Link](https://x.com/RyanWatkins_/status/1606079813919207425)  2022-12-23T00:10Z 86.6K followers, 52.8K engagements


"Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical role of credit in fueling economic growth. My intuition is that a world without credit would be dark and unequal"  
[X Link](https://x.com/RyanWatkins_/status/1638004007774855168)  2023-03-21T02:26Z 86.6K followers, 41.2K engagements


"So far @jerallaire has the most compelling theory here (h/t @jon_charb) USDC is the cornerstone of his thesis. https://youtu.be/7_TmckkzcM4 Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical role of credit in fueling economic growth. My intuition is that a world without credit would be dark and unequal. https://youtu.be/7_TmckkzcM4 Whats the best essay youve read on the bull case for full reserve banking in the modern world Ideally one thats non-ideological and appreciates the critical"  
[X Link](https://x.com/RyanWatkins_/status/1638210912782807044)  2023-03-21T16:08Z 86.6K followers, 39.2K engagements


"Ethereum onchain activity reaching new highs while fees are down 90% is bullish not bearish. The faster fees per txn trend towards zero the better. The North Star is to onboard billions of people globally to cryptoeconomy with ETH as the programmable money at the center of it. BREAKING: ETHEREUM DAILY REVENUE DROPS TO [----] LOW - IS DOWN OVER 90% YTD https://t.co/uMJNUAxdnX BREAKING: ETHEREUM DAILY REVENUE DROPS TO [----] LOW - IS DOWN OVER 90% YTD https://t.co/uMJNUAxdnX"  
[X Link](https://x.com/RyanWatkins_/status/1830746513053561053)  2024-09-02T23:15Z 86.6K followers, 157.8K engagements


"There is nothing profound about saying 90% of cryptoassets will eventually go to zero. This is practically a fundamental law of startup investing. Instead focus on identifying the 10% that will succeed. Or better yet the 1% that will become generational winners"  
[X Link](https://x.com/RyanWatkins_/status/1832796619089105193)  2024-09-08T15:02Z 86.6K followers, 60.8K engagements


"Will infrastructure multiples compress over time and app multiples rise We at Syncracy believe that apps capturing a greater share of the global blockchain fee pool and outearning most infrastructure is likely an inflection point for the reckoning thats to come"  
[X Link](https://x.com/RyanWatkins_/status/1843791830644871448)  2024-10-08T23:13Z 86.6K followers, 81.8K engagements


"The marginal growth stage buyer is back. Encouraging to see institutional venture firms entering the cryptoeconomy again. Sign of whats to come. We're thrilled to share we've raised a $150M Series C at a $3B valuation co-led by @sequoia and @paradigm. This milestone accelerates our mission to build the worlds biggest and most-trusted consumer finance platform. https://t.co/REIt4wqeGh We're thrilled to share we've raised a $150M Series C at a $3B valuation co-led by @sequoia and @paradigm. This milestone accelerates our mission to build the worlds biggest and most-trusted consumer finance"  
[X Link](https://x.com/RyanWatkins_/status/1880103257672151218)  2025-01-17T04:02Z 86.6K followers, 13.4K engagements


"The thing about crypto is its always felt like a colossal scam when prices are down and divine inevitability when prices are up. Nothings changed but the reasons people use to justify each state. All that matters over time is whether more people are using blockchains or not"  
[X Link](https://x.com/RyanWatkins_/status/1993350147821257171)  2025-11-25T16:04Z 86.6K followers, 10.9K engagements

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