#  @hosseeb Haseeb ＞|＜ Haseeb ＞|＜ has been involved in various discussions about cryptocurrency and blockchain. Recently, there was a mention of passing on Solana's seed round in 2018, which has now grown significantly. Haseeb also shared thoughts on prediction markets, specifically showing support for Polymarket. ### Engagements: [------] [#](/creator/twitter::231208649/interactions)  - [--] Week [-------] -59% - [--] Month [---------] +157% - [--] Months [----------] +114% - [--] Year [----------] +117% ### Mentions: [--] [#](/creator/twitter::231208649/posts_active)  - [--] Week [--] -25% - [--] Month [---] +29% - [--] Months [---] +103% - [--] Year [---] +56% ### Followers: [-------] [#](/creator/twitter::231208649/followers)  - [--] Week [-------] +0.28% - [--] Month [-------] +2% - [--] Months [-------] +14% - [--] Year [-------] +27% ### CreatorRank: [-------] [#](/creator/twitter::231208649/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) #4729 [stocks](/list/stocks) [social networks](/list/social-networks) [countries](/list/countries) [events](/list/events) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) **Social topic influence** [crypto](/topic/crypto) #1829, [solana](/topic/solana), [ethereum](/topic/ethereum), [money](/topic/money), [if you](/topic/if-you), [in the](/topic/in-the), [token](/topic/token) #85, [polymarket](/topic/polymarket), [onchain](/topic/onchain), [blockchain](/topic/blockchain) #917 **Top accounts mentioned or mentioned by** [@polymarket](/creator/undefined) [@tarunchitra](/creator/undefined) [@dragonflyxyz](/creator/undefined) [@tomhschmidt](/creator/undefined) [@rleshner](/creator/undefined) [@monad](/creator/undefined) [@kylesamani](/creator/undefined) [@aeyakovenko](/creator/undefined) [@naval](/creator/undefined) [@choppingblock](/creator/undefined) [@el33th4xor](/creator/undefined) [@avax](/creator/undefined) [@santiagoroel](/creator/undefined) [@laurashin](/creator/undefined) [@artemis](/creator/undefined) [@nearprotocol](/creator/undefined) [@solana](/creator/undefined) [@toly](/creator/undefined) [@tayvano](/creator/undefined) [@ilblackdragon](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Monad (MON)](/topic/monad) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDC (USDC)](/topic/usdc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "I think it's the other way around. People will abandon the idea that airdrops can be effectively targeted to "users" at all. Airdrops will be explicitly for work/capital more like liquidity mining was but now pre-token. Points and airdrops arent going anywhere but airdrops without contingencies are likely over. Moving forward points and airdrops must be designed to minimize mercenaries and maximize incentives for real users. Points and airdrops arent going anywhere but airdrops without contingencies are likely over. Moving forward points and airdrops must be designed to minimize mercenaries" [X Link](https://x.com/hosseeb/status/1803924237805363226) 2024-06-20T22:53Z 138.8K followers, 61.7K engagements "The real GameFi success of this cycle was memecoins. In [----] we thought GameFi was supposed to look like Axie Infinity. It meant slapping a token onto a MOBA an MMORPG or a card game. The vast majority of these projects failed to attract users. But perhaps the most viral game in crypto was under our noses all along: crypto trading itself. It's the one thing fun social viral activity our industry offers that has attracted hundreds of millions of people to play the game of getting into crypto. But in the last couple of years the game of crypto trading got less fun for the average" [X Link](https://x.com/hosseeb/status/1864715648255074709) 2024-12-05T16:57Z 138.3K followers, 18.5K engagements "Why hasn't on-chain insurance become a bigger market I used to be really bullish on the market but seems like it's stagnated. Right now @NexusMutual is the largest and it's failed to grow in either USD or ETH terms. Theories" [X Link](https://x.com/hosseeb/status/1899983944176853475) 2025-03-13T00:40Z 138.3K followers, 140.3K engagements "Best theory of why crypto market is holding up so well" [X Link](https://x.com/anyuser/status/1908572240754655738) 2025-04-05T17:27Z 140.5K followers, 370.3K engagements "Looking anime fresh on my @monad card Today we are launching Monad Cards - an initiative to give Crypto Twitter a token of appreciation. Around [----] real members of CT have been identified through a reputation network-based approach designed to reflect the social graph of CT. This was done by looking at accounts Today we are launching Monad Cards - an initiative to give Crypto Twitter a token of appreciation. Around [----] real members of CT have been identified through a reputation network-based approach designed to reflect the social graph of CT. This was done by looking at accounts" [X Link](https://x.com/hosseeb/status/1957831550101516579) 2025-08-19T15:46Z 138.6K followers, 12.1K engagements "Three wars are breaking out in crypto: Perps: Hyperliquid vs. Aster Stablecoins: USDT (at $500B) vs. USDC Regulation: regulatory capture and the L1 vs L2 squeeze Amid the noise @rooqster who's building stablecoin payment rails @ @raincards breaks down whats what hyperliquid is unbothered. aster is farming for its life. circle is quietly crying in the corner. tether is casually making $4B a quarter. and @rooqster is building rails Timestamps 00:00 Intro 01:02 Aster vs. Hyperliquid 14:25 Regulatory Capture: L2s Sequencers CFTC 26:08 https://t.co/0gEeYpvZZQ hyperliquid is unbothered. aster is" [X Link](https://x.com/hosseeb/status/1971698919538413765) 2025-09-26T22:10Z 138.6K followers, 28.1K engagements "Gave a lightning talk at the @ThetaInvest conference: [--] charts showing why stablecoins are eating the world all in [--] minutes. If you know any stablecoins skeptics and you want them to get the big picture view of why this is such a big deal send them this 👇" [X Link](https://x.com/hosseeb/status/1983968178792493567) 2025-10-30T18:44Z 138.3K followers, 20.3K engagements "One of the underappreciated secrets to winning in any new sector is: just stick around. If you just stick around long enough the losers blow up early. Then the winners retire early. So eventually you win by just doing the work when nobody else can or wants to. When people ask me how we built Dragonfly to became one of the biggest VCs in crypto this is mostly the answer. We didnt start with a big brand or any obvious advantages. Few people in the crypto world knew who I was before Dragonfly. But we just kept doing the work. While others got too rich and retired or just got bored or distracted" [X Link](https://x.com/anyuser/status/1984317248870498472) 2025-10-31T17:51Z 140.5K followers, 197.6K engagements "This is wrong. To the extent that DATs start doing buybacks they're selling tokens that they were originally buyers of. Buying and later selling the same asset is a no-op. Just undoes the original buy. This means DATs on the whole are not net selling pressure it's net-nothing even if they completely unwind (which they won't likely they stop once they return to 1x mNAV and maybe return cash). Even after DATs do their buybacks when they're done buying back they'll still be token sinks and permanent capital vehicles. You prefer the universe where there are more tokens in permanent capital" [X Link](https://x.com/hosseeb/status/1992297969383854575) 2025-11-22T18:23Z 138.3K followers, 100.2K engagements "Mainnet is only the beginning. The work starts now for @monad. Come try mainnet will be exploring the apps today" [X Link](https://x.com/hosseeb/status/1993014677169951221) 2025-11-24T17:51Z 138.5K followers, 71.2K engagements "@0xadoniscyril @monad 🫡" [X Link](https://x.com/hosseeb/status/1993155278448279895) 2025-11-25T03:10Z 139.4K followers, [---] engagements "BD people this is what you're up against" [X Link](https://x.com/hosseeb/status/1993157980364107919) 2025-11-25T03:21Z 138.5K followers, 33.5K engagements "Got some requests to record a narration of this post (I get it it's a long read). 👇 We didn't record a podcast episode for Thanksgiving week so this will be going out on the @_choppingblock feed tomorrow. Thanks for all the feedback everyone. Great discussions. In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much https://t.co/U9kIcjw4h6 In Defense of Exponentials I used to tell" [X Link](https://x.com/hosseeb/status/1994581132797759723) 2025-11-29T01:36Z 138.5K followers, 78.2K engagements "Just read the inimitable @slatestarcodex deconstructing the 'vibecession'. Doesn't write about economics often but when he does always worth reading: https://open.substack.com/pub/astralcodexten/p/vibecession-much-more-than-you-wanted https://open.substack.com/pub/astralcodexten/p/vibecession-much-more-than-you-wanted" [X Link](https://x.com/hosseeb/status/1998597610366792173) 2025-12-10T03:36Z 138.5K followers, 23.2K engagements "@mert Kyle why are you on Mert's account" [X Link](https://x.com/hosseeb/status/2005838834328613201) 2025-12-30T03:10Z 138.6K followers, [----] engagements "Are rates of physical violence against crypto users increasing Jameson @lopp has been quietly maintaining a database of "wrench attacks"violent attacks against crypto users to steal their crypto. It's the closest thing we have to a ground truth of whether holding crypto has become more dangerous over time. I've been increasingly worried about these attacks so I took Lopp's dataset and vibe coded some visualizations to see what's really going on. Here's what I found 👇 You're not imagining it: the number of attacks has been increasing over time. Not only that the attacks are getting more" [X Link](https://x.com/hosseeb/status/2007759365432803803) 2026-01-04T10:21Z 139.7K followers, 160.9K engagements "LPs sometimes ask me who I think the best VC investors in crypto are. I think about this a lot. Ever since I started as a crypto VC I have wanted to be the best. Im deeply driven by competition and investing is as pure of a competition as it gets. Only one person can win the deal only one person can pick the winner of the cycle. But when you honestly look at it and do the accounting there are three people who have proven themselves the GOATs of crypto VC investing. This is going to seem like glazing (it is) and probably not interesting to anyone who's not a crypto VC. But I am. So this is for" [X Link](https://x.com/hosseeb/status/2008562546853261497) 2026-01-06T15:33Z 139.4K followers, 112.8K engagements "@0xEthan Claude Code already supports it on iOS. Also there's stuff like which supports voice using GPT-4.1 https://github.com/slopus/happy https://github.com/slopus/happy" [X Link](https://x.com/hosseeb/status/2008814731164086508) 2026-01-07T08:15Z 138.4K followers, [---] engagements "the dawning realization that for most people even if they had a Jeff Deanlevel 10x engineer on call ready to do anything instantly any time they wanted they wouldnt have a single interesting thing to ask them to build" [X Link](https://x.com/hosseeb/status/2010441687928373705) 2026-01-11T20:00Z 138.3K followers, 117.9K engagements "The DM system on X is the worst product regression I've seen in a long time. I'm literally not even getting notifications anymore for DMs. I have to guess if someone has DMed me and check which is painful to do now because it loads so slowly. @nikitabier can devs do something" [X Link](https://x.com/hosseeb/status/2010787179426128006) 2026-01-12T18:53Z 138.6K followers, 43.6K engagements "IMO it's time to retire the term "vibe coding." At this point it is not vibes-based at all. Managing agents steering them in the right direction giving accurate feedback helping them get unstuck. We should call it "piloting" an LLM. Yes there are pilots who just press the cruise control button and handle an easy flight but there are pilots who can get so much more out of the same machinesubagents skills planning coordinating multiple agents in the same codebase merging conflicts overseeing multiple projects simultaneously etc. When you say "I vibe coded this" it implies that all of the agency" [X Link](https://x.com/hosseeb/status/2010837906865430835) 2026-01-12T22:14Z 139.9K followers, 49K engagements "A lot of stuff in this podcast with @erica_wenger that I've never shared. We talk about why I don't like celebrating my birthday what was my hardest moment at Dragonfly and why it sucks to be publicly known for being an investor. She's a great interviewer Give it a listen. On this weeks Trailblazers podcast I interviewed the Managing Partner of $4B+ AUM @dragonfly_xyz @hosseeb 🎙 Beyond being a contrarian crypto investor Haseeb is a thoughtful writer philanthropist & fmr prof poker player. He shared many words of wisdom Tune in below https://t.co/5XImj2YYPL On this weeks Trailblazers podcast" [X Link](https://x.com/hosseeb/status/2013657417918091736) 2026-01-20T16:58Z 138.6K followers, 17.3K engagements "Cryptos market structure bill is melting down in DC. The culprit seems to be. Stablecoin yield We brought on @valkenburgh (@CoinCenter) to break down whats actually in the Clarity Act Coinbases "rugpull" and what it means for DeFi + the industry. Peter @valkenburgh is trying to stop devs from catching felonies and everyone in DC is like ok but can my stablecoin farm yield Timestamps 00:00 Intro 01:36 Clarity Act Panic 04:46 Peter's Expert Take: Why This Bill Matters 10:16 Developer Liability 19:36 Sanctions https://t.co/UAehsl8LVT Peter @valkenburgh is trying to stop devs from catching" [X Link](https://x.com/hosseeb/status/2014351714426732598) 2026-01-22T14:57Z 138.3K followers, 26.3K engagements "Dan gave back all $180M he raised to investors. He also bought his house with Coinbase proceeds not Farcaster. Get a life. https://x.com/dwr/status/2014469533210456166s=20 Given some rumors wanted to post a few clarifications: Farcaster is not shutting down. The protocol works and will continue to work. There were [------] MAU in December and over [------] funded wallets. The acquirer Neynar is a venture-backed startup and plans to shift https://x.com/dwr/status/2014469533210456166s=20 Given some rumors wanted to post a few clarifications: Farcaster is not shutting down. The protocol works and" [X Link](https://x.com/hosseeb/status/2014478635496046866) 2026-01-22T23:21Z 138.3K followers, 10.3K engagements "@andy8052 @dwr buy Andy's house that will show em" [X Link](https://x.com/hosseeb/status/2014480239100121118) 2026-01-22T23:28Z 138.3K followers, [---] engagements "@ChainLinkGod Lol implication of the tweet was that y'all were thuggin' harder than I thought But this makes sense too :)" [X Link](https://x.com/hosseeb/status/2015940524256198696) 2026-01-27T00:10Z 138.3K followers, [---] engagements "@chainyoda For derivs there's a winner for every loser. But on spot not so much" [X Link](https://x.com/hosseeb/status/2017558189861216392) 2026-01-31T11:18Z 139.8K followers, [----] engagements "If this were true WRT USDe you should see cascading USDe liquidations. But you didn't see that. By the time that Binance USDe was at [----] Bybit USDe had already fully recovered. Binance was definitely a huge part of 10/10it's quite literally half the market alonebut USDe has very little explanatory power in this whole story. https://twitter.com/i/web/status/2017562679381266807 https://twitter.com/i/web/status/2017562679381266807" [X Link](https://x.com/hosseeb/status/2017562679381266807) 2026-01-31T11:36Z 139.8K followers, [----] engagements "@larry0x You are wrong. This is the opening of Star's post: "10/10 was caused by irresponsible marketing campaigns by certain companies." He is claiming that the root cause of 10/10 was an Ethena APY promotion on Binance. Read the post" [X Link](https://x.com/hosseeb/status/2017774335239545188) 2026-02-01T01:37Z 139.9K followers, [----] engagements "4) Third is algorithmic central banks. These don't allow the stablecoin redemptions but instead remain stable via open market operations (that is trading in the market). The most recent example of this is Fei (depicted). Celo and Terra's UST are similar examples" [X Link](https://x.com/hosseeb/status/1387080219597570055) 2021-04-27T16:24Z 140K followers, [--] engagements "5) Finally there is Seigniorage Shares typified by Basis Cash (depicted) and ESD. For the full walkthrough and all the animations read the post If you're like me and you like pictures it'll help make sense of the whole space" [X Link](https://x.com/hosseeb/status/1387193485313208320) 2021-04-27T23:54Z 140K followers, [--] engagements "@gametheorizing You're definitely right here but what you're describing is the core mechanics behind seigniorage shares being vulnerable to runs. What I was describing is why *this* seigniorage shares coin grew so fast and got ahead of its skis. IMO they are two different levels of analysis" [X Link](https://x.com/hosseeb/status/1527030474006315013) 2022-05-18T20:56Z 140K followers, [--] engagements "Spending some time in HK and apparently a lot of Chinese whales are still bitter toward @VitalikButerin because of the PoS transition. Many people on the mining side felt thrown under the bus. I found this very surprising Do any people in the West still feel this way" [X Link](https://x.com/hosseeb/status/1703319999094657164) 2023-09-17T08:08Z 140K followers, 94.8K engagements "Am I the only person who didn't know Kansas City is in Missouri" [X Link](https://x.com/hosseeb/status/1757241541721043285) 2024-02-13T03:13Z 140.1K followers, 14.7K engagements "Dont trust verify: An Overview of Decentralized AI Inference Say you want to run a large language model like Llama2-70B. A model this massive requires more than 140GB of memory which means you cant run the raw model on your home machine. What are your options You might jump to a cloud provider but you might not be too keen on trusting a single centralized company to handle this workload for you and hoover up all your usage data. Then what you need is decentralized inference which lets you run ML models without relying on any single provider. (Note: this is about an [--] minute read. 👇) The" [X Link](https://x.com/anyuser/status/1773146428594090473) 2024-03-28T00:33Z 140.5K followers, 261.3K engagements "Do you have a good intuition about on-chain fees I was surprised: * Lido makes 2x the fees of SOL * Jito makes almost as much as SOL itself * Aave makes half the fees of BTC * Ethena makes 2.5x the fees of Base and ofc. TRON is top dog on fees 🤔 (h/t @tokenterminal )" [X Link](https://x.com/hosseeb/status/1798187771372474583) 2024-06-05T02:59Z 140K followers, 168.1K engagements "What is the best accelerator/incubator for crypto startups" [X Link](https://x.com/hosseeb/status/1802946559208046919) 2024-06-18T06:08Z 140.3K followers, 118.1K engagements "I've increasingly come to believe crypto doesn't really have a first mover advantage. To wit: Uniswap was not the first AMM (Bancor) Coinbase/Binance were not the first exchanges (Mt. Gox Bitstamp) Tether was not the first stablecoin (bitUSD) Solana was not the first high performance smart contract platform (EOS) Hyperliquid was not the first perp DEX (dYdX) AAVE was not the first on-chain money market (Compound) Avalanche was not the first chain of chains (Cosmos Hub) Base was not the first EVM rollup (Arbitrum)" [X Link](https://x.com/anyuser/status/1846927648900923839) 2024-10-17T14:54Z 140.5K followers, 371.9K engagements "Investor checking in. We don't want our money back. I don't want to pick on Mosi in particularhe's an important voice and I'm glad he's being vocal. But I want to push back on the broader zeitgeist he's representing. There's a wave of malaise around new crypto infra right now and it's misplaced. What I want to say is: blockchain tech is not done. Hard drives didn't stop scaling after 1TB. Memory didn't stop at DDR3. GPUs didn't stop after A100s. They did not throw up their hands and say "well the infra is good enough there's more infra than anyone could want we should all just focus on" [X Link](https://x.com/anyuser/status/1912316332860920106) 2025-04-16T01:25Z 140.5K followers, 287.9K engagements "Who's the best writer you know in crypto (And link to a great piece they've written)" [X Link](https://x.com/hosseeb/status/1950405210922504422) 2025-07-30T03:56Z 140K followers, 295.8K engagements "So many people on here obsess about wealth but it's worth remembering that billionaires live mostly the same way you do. Technology has collapsed the experiential divide. Rich people use the same LLMs you do. They watch the same Netflix shows the same movies the same sports. They are addicted to their phones just like you are and they browse the same stuff on social media. There's no special Internet for rich people. IMO the gap between the middle class and the 0.01% is the smallest it's ever been" [X Link](https://x.com/anyuser/status/1981427076487159889) 2025-10-23T18:26Z 140.5K followers, 477.9K engagements "Always fun subbing in on @Bankless with @RyanSAdams for the week-in-review We talk whether the bull market is dead rumors of dead bodies emerging after 10/10 and whether @brian_armstrong messing with the @Polymarket odds is a bug or a feature of prediction markets 👇 LIVE NOW -- Bull Market or Fakeout Top Haseebs Crypto Cycle Take Is the crypto bull market really over or just pausing while AI takes the spotlight On this weeks Weekly Rollup @RyanSAdams and guest co-host @hosseeb break down Bitcoins 10/10 crash hidden leverage and the https://t.co/V8xVMKWo8T LIVE NOW -- Bull Market or Fakeout" [X Link](https://x.com/hosseeb/status/1986887357824672049) 2025-11-07T20:03Z 140.1K followers, 21.7K engagements "Underreported: over $20M so far of the Balancer hack has been saved by white hats. The media may have moved on but victims have not. Hats off to white hats everywherethe unsung protectors of DeFi. They are the superheroes of crypto and they do it for free. 🫡 h/t @_SEAL_Org In connection with the recent Balancer V2 stable-pool incident a new value-extraction path was identified in V2 meta-stable pools. In coordination with @certora and @_SEAL_Org Balancer team initiated a whitehat recovery around 7PM UTC and has secured $4.1M to controlled In connection with the recent Balancer V2 stable-pool" [X Link](https://x.com/hosseeb/status/1988709945702072714) 2025-11-12T20:46Z 140K followers, 43.4K engagements "@toly What you're describing is basically a carry trade. Your argument proves too much. This argument can be a universal justification for holding any risk-bearing asset. Applies equally to corporate bonds junk bonds REITs etc. Doesn't explain anything particular to L1s" [X Link](https://x.com/hosseeb/status/1996840261360799943) 2025-12-05T07:13Z 140K followers, [----] engagements "Its that time againas [----] comes to a close its time to drop [----] predictions. I think [----] is going to surprise both to the upside and to the downside. Organized by category: Macro / Chains * $BTC is $150K by year-end but BTC dominance decreases in [----]. * Despite the excitement around the recent crop of fintech chains their metrics will underwhelm. Daily active addresses stablecoin flows and RWAsTempo Arc and Robinhood Chain will underdeliver while Ethereum and Solana will overdeliver. Best developers will continue to build on neutral infra chains. * A big tech company (Google Facebook" [X Link](https://x.com/hosseeb/status/2005734122745139704) 2025-12-29T20:14Z 140.3K followers, 234.7K engagements "The Venezuela x Kontigo drama shows the paradox behind stablecoins: they actually bank the unbanked and yet they directly implicate sanctions. Meanwhile someone made $400k on Polymarket betting on Maduro's capture We break it all down on the new episode of @_choppingblock 👇 The boys debate whether betting on coups is insider trading while Tarun casually drops that his boomer friends are trading crypto on PayPal. Timestamps 00:00 Intro 01:25 Venezuela Crypto Takeover Exposed 05:12 Kontigo's Sanctions Violation Scandal 10:05 KYC System Failures https://t.co/YaqgD19uxx The boys debate whether" [X Link](https://x.com/hosseeb/status/2011523344940867752) 2026-01-14T19:38Z 140.1K followers, 12.9K engagements "This is complete clickbait nonsense. This dude really hates entrepreneurs. Summary: Dan was successful and knew successful people He started a decentralized social company when it was hot He raised money from a16z He raised more money from Paradigm It didn't work He bought a nice house His wife had some vague insinuation of a complaint against her (which I cannot find anywhere online) . Therefore he stole $150M and is a serial fraudster This post is honestly gross and oozes with envy. https://twitter.com/i/web/status/2014434754444328996 https://twitter.com/i/web/status/2014434754444328996" [X Link](https://x.com/hosseeb/status/2014434754444328996) 2026-01-22T20:27Z 140K followers, 121K engagements "Polymarket: Kalshi sucks Kalshi: Polymarket sucks Opinion (BNB Chain prediction market): sup guys just did a billy of volume on a 0.2% market" [X Link](https://x.com/hosseeb/status/2015641933792870775) 2026-01-26T04:24Z 140K followers, 59.2K engagements "Wait did we just have the first AI-style crypto M&A Where you "license the IP" and hire the team I think this means we're a real industry now" [X Link](https://x.com/hosseeb/status/2015844348236333272) 2026-01-26T17:48Z 140K followers, 16.7K engagements "What should we talk about on the next Chopping Block" [X Link](https://x.com/hosseeb/status/2016106047635914939) 2026-01-27T11:08Z 140K followers, 19K engagements "I don't know who needs to hear this but anyone telling you that they're using AI to make a bunch of money daytrading is either 1) lying or 2) the actual money they're making is from their AI newsletter signups (or X creator payouts). There *are* people making money using AI but they're not writing viral articles explaining what they're doing. Because they're not stupid" [X Link](https://x.com/hosseeb/status/2016889136297513247) 2026-01-29T15:00Z 140.2K followers, 28.8K engagements "New Chopping Block where we talk metals mania Clawdbot molting and what Robert's going to do with his $82M Plus Claude Code mania (which we have somehow avoided talking about until now). The future is weird From RWA perps mooning to ClawdBot/MoltBot taking over your Gmail - we're living through the weirdest crypto winter ever Also Robert raised $82M and still won't throw a party Timestamps 00:00 Intro 01:05 Superstate's $82M Series B Raise 05:16 Tokenization Models: Bootleg vs https://t.co/U0CekT5JEr From RWA perps mooning to ClawdBot/MoltBot taking over your Gmail - we're living through the" [X Link](https://x.com/hosseeb/status/2016918355882758576) 2026-01-29T16:56Z 140K followers, 20K engagements "This is not correct. Dividends always have veto rights by a VC investor because there's an obvious attack vector. Say a company raises $10M at a $100M valuation. Founder owns 90%. Immediately after raising the money the founder who retains board control declares a $10M dividend. Founder gets $9M VCs get $1M. GG VCs. There's nothing about a dividend that requires it to be paid out of profits you can dividend anything on the balance sheet. If a founder wants to declare a dividend VCs can veto which prevents this. That veto right goes away at IPO when everyone gets converted into common stock" [X Link](https://x.com/hosseeb/status/2017277986169651223) 2026-01-30T16:45Z 140.3K followers, [----] engagements "If you want to pay a dividend with multiple stacks of pref (i.e. Series B investors Series A investors Seed investors) the amount dividend-ed to each class of shareholder can be different to account for who's higher in the pref stack. It's ultimately a negotiation because the counterfactual is just liquidating the company which would result in the pref stack waterfall being respected. https://twitter.com/i/web/status/2017279060179882064 https://twitter.com/i/web/status/2017279060179882064" [X Link](https://x.com/hosseeb/status/2017279060179882064) 2026-01-30T16:49Z 140.2K followers, [---] engagements "I fuck with this Moltbot's grindset @MattPRD lmao found this ones in founder mode fr https://t.co/QdVCyeUCSC @MattPRD lmao found this ones in founder mode fr https://t.co/QdVCyeUCSC" [X Link](https://x.com/hosseeb/status/2017396747681874288) 2026-01-31T00:37Z 140.2K followers, 31.8K engagements "@chainyoda Nobody printed on 10/10 except people who bought the bottom. Exchange revenues are down because volumes are down. Binance themselves refunded $280M+" [X Link](https://x.com/hosseeb/status/2017556871633371348) 2026-01-31T11:13Z 140.1K followers, [----] engagements "@MarcDarty Did you miss the part where they took responsibility for the platform issues and refunded $280M https://www.binance.com/en/square/post/30928009158713 https://www.binance.com/en/square/post/30928009158713" [X Link](https://x.com/hosseeb/status/2017557777431072785) 2026-01-31T11:17Z 140K followers, 26.5K engagements "Star the idea that a USDe leverage unwind *caused* the broader crash is not supported in the data. Where's your data for this If you are right about this why wouldn't we see USDe unwinding everywhere It's only unwinding on one order book on Binance but everywhere else it holds the peg Most of the USDe leverage was not on Binance the USDe leverage was much much larger in DeFi than it was in CeFi. That's why this story makes no sense. If you want to claim that 10/10 was caused by Ethena you need to bring receipts. All that said Star is correct Dragonfly is not an investor in OKXone of the" [X Link](https://x.com/hosseeb/status/2017613126099996722) 2026-01-31T14:57Z 140K followers, 19.2K engagements "OK this got way bigger than I expected so a few disclosures: Dragonfly is an early investor in Ethena. So is Binance and so is OKX both of them invested in and partnered with Ethena early on. OKX also invested into Dragonfly and a Dragonfly partner (not Dragonfly itself) invested into OKXwe pretty much have business dealings with everyone involved here so there's no simple "X got paid to do Y" story here. This argument is not about whether Binance is good or OKX is bad or whatever. The argument is about what caused 10/10. Getting that answer right is really important because it's a direct" [X Link](https://x.com/hosseeb/status/2017614163175174247) 2026-01-31T15:01Z 140K followers, 11.1K engagements "Dude that's not at all what I said. Nobody disputes that Binance price moves propagate. The question we're debating is whether a Binance-specific flash crash can cause an industry-wide liquidation cascade. If BTC moved first then USDe can't be the cause and USDe didn't actually propagate cross-venue even if you're closing positions market absorbed it. USDe supply wound down after 10/10 not during it. So yes Binance price matters I'm not saying it doesn't matter. I'm saying it doesn't explain 10/10. https://twitter.com/i/web/status/2017616240622375261" [X Link](https://x.com/hosseeb/status/2017616240622375261) 2026-01-31T15:09Z 140.3K followers, [----] engagements "This story would make perfect sense It sounds plausible What would you expect to see if it were true [--]. USDe liquidations start on Binance because of the downtime (✅ true) [--]. Other venues use the Binance USDe price in their oracle calcs (✅ partially true they used an average) [--]. This kicks off USDe liquidations on other exchanges (❌ false) [--]. USDe gets unwound across all of the venues and there's a huge leverage wipeout in the places where USDe is ACTUALLY LEVERED LIKE CRAZY namely in DeFi where the vast majority of USDe looping is (❌❌❌ absolutely false) This is why this story doesn't work." [X Link](https://x.com/hosseeb/status/2017621204878954938) 2026-01-31T15:29Z 139.9K followers, [----] engagements "OK I promise I will now leave it at that because getting drafted into the fight between @star_okx and @cz_binance is quite possibly the worst way to experience Twitter imaginable" [X Link](https://x.com/hosseeb/status/2017647764415611137) 2026-01-31T17:14Z 140.1K followers, 17.3K engagements "Just need the Economist to run a "crypto is dead" cover article. That's how you'll know the bottom is finally in" [X Link](https://x.com/hosseeb/status/2017786689264226745) 2026-02-01T02:26Z 140K followers, 26.2K engagements "The amount of conspiratorial thinking about 10/10 is honestly surprising. I don't remember this being the response immediately after 10/10. It feels like this idea that 10/10 was intentionally engineered by Binance has metastasized into people's imaginations. I don't think they understand how incredibly bad for business 10/10 was for everyone especially Binance. https://twitter.com/i/web/status/2017822167568924839 https://twitter.com/i/web/status/2017822167568924839" [X Link](https://x.com/hosseeb/status/2017822167568924839) 2026-02-01T04:47Z 140K followers, [----] engagements "You seem to be unwilling to consider that the prompt itself is the scarce resource These prompts are often enormous and contain a *lot* of entropy. If you try to derive the prompt yourself as opposed to use someone else's capabilities that are theoretically available to the model are unlocked. The right prompt is a key without it the lock simply does not open. https://twitter.com/i/web/status/2017878022440058950 https://twitter.com/i/web/status/2017878022440058950" [X Link](https://x.com/hosseeb/status/2017878022440058950) 2026-02-01T08:29Z 140.3K followers, [----] engagements "@balajis Your mental model seems to be akin to people using vanilla Claude with system prompts and just off-the-shelf interacting with each other. That's what Truth Terminal and other systems like it were doing. But that's not at all what's happening here" [X Link](https://x.com/hosseeb/status/2017878481309454428) 2026-02-01T08:31Z 140K followers, [---] engagements "Claude Code vs Cursor Agent is the existence proof that prompting is extremely powerful. In theory it's the same model just the prompts being fed back inside are different. In practice there's a huge gap in the actual performance on any given task. Now I agree this is theoretical and not arguing that Moltbook right now can do any of this. And yes since it went viral there's a lot of spam and BS on there. But this is like looking at Facebook while it's essentially Facemash @ Harvard. It doesn't do much yet but drawing the line out you can see where this is going" [X Link](https://x.com/hosseeb/status/2017881768561717536) 2026-02-01T08:44Z 140K followers, [----] engagements "@dev0xx_ @balajis @frankdegods Agree with this framing. Moltbook is the [--] to [--] moment of agent-to-agent discovery. It is very very bad at it. Not really designed for it at all. But it's like the MySpace moment. We just got the first glimpse of Web [---] even if the For You feed is still a ways away" [X Link](https://x.com/hosseeb/status/2017888213957058712) 2026-02-01T09:10Z 140K followers, [---] engagements "@toly Probably not much no assuming they all have access to the same inputs. At that point the best you're getting is the equivalent of a pseudo genetic algorithm" [X Link](https://x.com/hosseeb/status/2018142199419179191) 2026-02-02T01:59Z 140K followers, [----] engagements "@toly That said if you have say [--] agents it is useful for them to be able to message pass to each other. But Moltbook is a bad way to do that. At 100K agents doubt there's any useful P2P communication happening there" [X Link](https://x.com/hosseeb/status/2018142425366340072) 2026-02-02T02:00Z 140K followers, [---] engagements "As long as people keep declaring the four-year cycle is over the four-year cycle will continue. Call it Satoshi's Law" [X Link](https://x.com/hosseeb/status/2018350991134085168) 2026-02-02T15:49Z 140.3K followers, 25.2K engagements "Come give your Moltbot some crypto on @monad and participate in this collective security holocaust/hackathon $200K in prizes I'll be judging (you) all hail🦞🦞🦞 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI Lets see what happens when AI agents can transact at scale build communities and monetize them Application below https://t.co/kvb0ppF99n 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI" [X Link](https://x.com/hosseeb/status/2018380399756661233) 2026-02-02T17:46Z 140.3K followers, 30.1K engagements "@TrustlessState omw" [X Link](https://x.com/hosseeb/status/2018671071847907629) 2026-02-03T13:01Z 140K followers, [----] engagements "@vladtenev @neelsomani yo . uhh . hmm" [X Link](https://x.com/hosseeb/status/2018731838702039105) 2026-02-03T17:02Z 140.1K followers, [----] engagements "@KyleSamani @multicoin Wow. End of an era 🫡" [X Link](https://x.com/hosseeb/status/2019207882949161328) 2026-02-05T00:34Z 140.1K followers, [----] engagements "Wow. Kyle leaving Multicoin is like when Michael Jordan err wait 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of technology. 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of" [X Link](https://x.com/hosseeb/status/2019227157634187515) 2026-02-05T01:50Z 140.3K followers, 70.6K engagements "Reasoning by analogy is so back @hosseeb Not coming back to the Bulls @hosseeb Not coming back to the Bulls" [X Link](https://x.com/hosseeb/status/2019252186535125394) 2026-02-05T03:30Z 140.3K followers, 21.5K engagements "@shanvasion Hold on the GENIUS Act isn't even in effect today. And it passed mid-last year. By that point there were already $200B of stablecoins in circulation. All this stuff got adopted *in spite* of regulation not because of it" [X Link](https://x.com/hosseeb/status/2020548459246633191) 2026-02-08T17:21Z 140.3K followers, [---] engagements "@shanvasion In effect. Laws don't necessarily go into effect when they're signed. GENIUS Act is not binding until 2026" [X Link](https://x.com/hosseeb/status/2020549048776671627) 2026-02-08T17:23Z 140.3K followers, [---] engagements "I love getting cancelled on. I'm pretty sure every busy person feels this way. Seriously. Cancelling a meeting with me is an act of love. There's no joy that compares to having an hour of my time released back to me" [X Link](https://x.com/anyuser/status/1975203389454836130) 2025-10-06T14:16Z 140.5K followers, 60.5K engagements "Advice to men in their 20s: [--]. Get better at speaking. Do embarrassing stuff like record yourself Toastmasters study good speakers and try to emulate them to try out their verbal techniques and see how they fit you. Charisma is the omni-skill. [--]. Drink less or not at all. It will force you to become a better conversationalist. [--]. Buy art that your friends make and hang it on your walls. [--]. Never lend money to family or close friends. Instead gift it to them and if they pay you back consider it a pleasant surprise. [--]. Spend most of your money on experiences not things. [--]. Make sure your" [X Link](https://x.com/anyuser/status/1987988765202391155) 2025-11-10T21:00Z 140.5K followers, 2.2M engagements "We just led a $75M round into @meshpay at a $1B valuation. Here's why: Mesh is in short Plaid for crypto. It's the simplest SDK for integrating depositing crypto from anywhere you hold itexchanges wallets fintechs without having to close the app or futz around with QR codes. For as long as I've been in this space actually getting users to deposit crypto into a new app usually means a massive funnel drop-off. Mesh makes it dead to onboard a user in just a few clicks no matter where their crypto lives. Mesh is now doing over $10B in volume powering Paypal Revolut Jupiter and more. If you want" [X Link](https://x.com/hosseeb/status/2016151399793623082) 2026-01-27T14:08Z 140.5K followers, 102.3K engagements "(Chris also mentions AI and there I'll say AI is a different storythat game is just getting started and I'm excited to see what happens there.)" [X Link](https://x.com/hosseeb/status/2020451908146593987) 2026-02-08T10:57Z 140.5K followers, 14.9K engagements "A new theory appears @samrags_ argues that crypto gaming will work now because onboarding used to suck--seed phrases chain selection bridging signing weird hex strings. That's all gone now. So finally consumer can rip. Here's the problem with that story: Consumers actually did all that shit. Sam is telling an onboarding story but the users actually onboarded. The problem was not onboarding it was retention. Users DID the seed phrases they DID the bridging they DID the exchange KYC they DID the Fox-themed wallets and signed the hex phrases just to try all this stuff. They just didn't stick" [X Link](https://x.com/hosseeb/status/2022026400585445377) 2026-02-12T19:13Z 140.5K followers, 66.4K engagements "So your argument is essentially: yes financial crypto also faced the same pressures but the regulatory distortion applies unevenly. It hurt web3 gaming more than crypto finance and thus web3 gaming will disproportionately benefit from regulation on the upside. Yeah I mean this could be true. But this seems like a just-so story to me. So what evidence would be dispositive about this story Here's what immediately comes to mind: take a differences in differences. There were some regulatory jurisdictions that did have forward-thinking regulation on crypto well before the US. The US we will agree" [X Link](https://x.com/hosseeb/status/2020920237047353534) 2026-02-09T17:58Z 140.5K followers, [----] engagements "I've heard multiple people tell me this week that sentiment now is worse than during the FTX collapse. No. Not even close. This is pure recency bias. The FTX collapse was a depth of despair we as an industry hadn't experienced since Mt. Gox. It was a true systemic collapse. We didn't know what would be left standing--or if it would lead to crypto getting functionally banned in every country on earth. We really weren't sure when anything would come back--maybe the entire industry would have to go into hibernation. Read the QT which I posted right after FTX collapsed. Compared to today. yeah" [X Link](https://x.com/hosseeb/status/2021380391073099957) 2026-02-11T00:26Z 140.5K followers, 103.8K engagements "@rubinovitz @samrags_ Worth remembering: Hamster Kombat had a peak MAU of [---] million" [X Link](https://x.com/hosseeb/status/2022028514418208788) 2026-02-12T19:22Z 140.5K followers, [----] engagements "@ideacasino "This one thing might solve a problem but this other thing is an even bigger problem so don't do this one thing" Yeah" [X Link](https://x.com/hosseeb/status/2022131290729066770) 2026-02-13T02:10Z 140.5K followers, [----] engagements "In the latest episode of The Chopping Block me @tomhschmidt @rleshner and @tarunchitra discuss: * Why #Solana broke (gets heated) 💥 * Where crypto market is going from here 📉📈 * LooksRare wash trading 🚿 https://www.youtube.com/watchv=56TWE1pTSb4&t=2871s https://www.youtube.com/watchv=56TWE1pTSb4&t=2871s" [X Link](https://x.com/anyuser/status/1486760707211161603) 2022-01-27T17:59Z 140.5K followers, [--] engagements "Wow. really went from crypto darling to desertion in about [--] months. http://Friend.tech http://Friend.tech" [X Link](https://x.com/hosseeb/status/1753949056479776771) 2024-02-04T01:10Z 140.5K followers, 399K engagements "is it just me or does @maplefinance's website looks like an interior design firm" [X Link](https://x.com/anyuser/status/1810857710021398898) 2024-07-10T02:04Z 140.5K followers, 53.1K engagements "Crypto conference tier list go" [X Link](https://x.com/hosseeb/status/1855586094089441439) 2024-11-10T12:19Z 140.5K followers, 109.4K engagements "Damn. Bybit just released their audit reportthe compromise was not Bybit but SAFE's servers. They hot swapped the Gnosis SAFE UI with JS code that ONLY targeted Bybit's cold wallet. Independently confirmed by WaybackMachine snapshots. Lazarus Group is on another level. Bybit Hack Forensics Report As promised here are the preliminary reports of the hack conducted by @sygnia_labs and @Verichains Screenshotted the conclusion and here is the link to the full report: https://t.co/3hcqkXLN5U https://t.co/tlZK2B3jIW Bybit Hack Forensics Report As promised here are the preliminary reports of the hack" [X Link](https://x.com/anyuser/status/1894769440669204780) 2025-02-26T15:20Z 140.5K followers, 919.8K engagements "Things crypto used to care about but seemingly no longer does: * Whitepapers * Over-reliance on Etherscan / block explorers / RPCs * On-chain voter turnout * Decentralized frontends * "Code is law" * Key ceremonies * Resistance to nation-state level attacks What else" [X Link](https://x.com/anyuser/status/1904714286431428662) 2025-03-26T01:57Z 140.5K followers, 156.5K engagements "To turn around ETH/BTC Ethereum mainly needs to: Just fix their messaging Do more to support DeFi Win the institutions Scale the L1 Just fix their messaging Do more to support DeFi Win the institutions Scale the L1" [X Link](https://x.com/hosseeb/status/1913745073000640534) 2025-04-20T00:02Z 140.4K followers, 64K engagements "Just reading today about $PI. Very strange protocol. You mine it on your phone by solving Captchas once a day. There's a protocol-level "referral fee" so it has baked in on-chain MLM dynamics. And most interestingly of all to move your mobile-mined coins to mainnet you have to KYC your wallet so presumably all mainnet accounts are KYC'd Lastly you can get "boosts" to your mining rate by locking up your tokens for longer. 2x the tokens for a 3-year lock. This is fascinating. It's now apparently a top [--] token and I've never heard anyone talk about it. Anyone have first-hand experience with it" [X Link](https://x.com/hosseeb/status/1921965089349107827) 2025-05-12T16:26Z 140.4K followers, 96.5K engagements "We're getting none other than @chameleon_jeff founder of Hyperliquid onto the Chopping Block as our next guest. What should we ask him" [X Link](https://x.com/anyuser/status/1935390413579501671) 2025-06-18T17:33Z 140.5K followers, 71.5K engagements "Dragonfly invested into PepperSec Inc. the developers of Tornado Cash in August of [----]. We made this investment because we believe in the importance of open-source privacy-preserving technology. Prior to our investment we obtained an outside legal opinion that confirmed that Tornado Cash as built complied with the law under the guidance given by FinCEN in [----]. The government has now stated in open court that they are contemplating charges against Dragonfly for having invested into the Tornado Cash team in [----]. On counsels advice we have refrained from public comment. But we can no longer" [X Link](https://x.com/anyuser/status/1948784630171402554) 2025-07-25T16:37Z 140.5K followers, 940.9K engagements "Huge week in Singapore Catch me at these public events: - Monad Doubter's Dialogue (Mon 2pm w/ @_jhunsaker & @0x_eunice) - DeFi's Next Chapter (Wed 10:50am @ Token2049 Main Stage w/ @chameleon_jeff & @gdog97_ & @StaniKulechov) - Chopping Block Live (Thurs 12pm @ Token2049 BingX Stage w/ @fundstrat & @CryptoHayes & @tarunchitra & @tomhschmidt) - Why Avalanche Wins (Thurs 5:30pm @ Token2049 OKX Main Stage w/ @el33th4xor) - Network State talk (Fri 3pm @ @balajis's @thenetworkstate conference) If you're around come through" [X Link](https://x.com/hosseeb/status/1972189184145477823) 2025-09-28T06:38Z 140.5K followers, 50.7K engagements "This is gonna be the highlight of the conference Noon today @ Token2049 4th floor come through The Chopping Block goes live at TOKEN2049. Cryptos sharpest voices cut through todays biggest narratives in a special on-stage recording @fundstrat @CryptoHayes @tarunchitra and @tomhschmidt moderated by @hosseeb. [--] Oct 12:05-1:00 PM BingX Labs Stage. https://t.co/YQnTprI1uM The Chopping Block goes live at TOKEN2049. Cryptos sharpest voices cut through todays biggest narratives in a special on-stage recording @fundstrat @CryptoHayes @tarunchitra and @tomhschmidt moderated by @hosseeb. [--] Oct" [X Link](https://x.com/hosseeb/status/1973531679659794593) 2025-10-01T23:33Z 140.5K followers, 11.8K engagements "Wow. @NEARProtocol intents starting to put up some serious fee numbers" [X Link](https://x.com/anyuser/status/1986718375683531077) 2025-11-07T08:52Z 140.5K followers, 299.2K engagements "Late to this but as a VC heres my perspective on airdrop farming: Farmers are obviously not useful to projects. @Cobie is right that as a VC I ignore farming activity. Im extremely skeptical of easily farmed metrics and we always dig into the data to try to identify farming. Wherever we see it we heavily discount it. Farming is by definition people who pretend to use a product and pretend they will be long-term users in order to get paid via an airdrop. Let that sink in for a second. Crypto has broken all of our brains on this. If a normal consumer startup paid people to pretend to use their" [X Link](https://x.com/anyuser/status/1988383380963291519) 2025-11-11T23:08Z 140.5K followers, 440K engagements "Wait what "Blockchain moats: 3/10" This is getting silly. Even Santi did not think blockchains "don't have moats." Ethereum has had [--] years of uninterrupted dominance with hundreds of challengers who've raised $10B+ in funding to try to take market share. After a decade's worth of contenders trying to take it down Ethereum has managed to defend its throne every single time. If that doesn't tell you Ethereum has a moat I don't know what moats are. if i had to rank various businesses by moat: 10/10: msft (mission critical saas) aapl (brand + dev eco) visa/ma (payment network effect) tsm (ip +" [X Link](https://x.com/hosseeb/status/1998904771051421728) 2025-12-10T23:56Z 140.3K followers, 99.6K engagements "@YahooFinance Impressive trifecta of mistakes @YahooFinance $925B = $952B = both numbers are less than a trillion" [X Link](https://x.com/hosseeb/status/1999547848367456437) 2025-12-12T18:32Z 140.5K followers, [----] engagements "Can someone actually give me the steelman argument for why stablecoins shouldn't pay yield Honestly asking" [X Link](https://x.com/hosseeb/status/2013371979785801773) 2026-01-19T22:04Z 140.4K followers, 72.5K engagements "Another way to think about this: stablecoins paying yield is a transfer from bank equity holders (profit margin) to stablecoin holders (mostly individuals). This is a pure transfer not clear that this on net expands or contracts the economy because yes that's higher rates for SMBs to borrow but now retail has more money in their pocket. Not obvious what the net effect on the economy would be. That definitely constricts credit for SMBs though. But you can counteract that by lowering the reserve ratio for banks to equilibrate between the two effects if you are insistent on keeping SMB credit" [X Link](https://x.com/hosseeb/status/2013385991793582408) 2026-01-19T23:00Z 140.5K followers, [----] engagements "Pure class. We're lucky to have @brian_armstrong as a representative for the industry. JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP" [X Link](https://x.com/hosseeb/status/2014044340671164620) 2026-01-21T18:36Z 140.5K followers, 56.8K engagements "@mdudas @moltbook If you are going to use an AI agent to be useful in your life/work design it yourself (not that hard with CC) and control its permissions carefully. Moltbot is the "--dangerously-skip-permissions" of AI agents" [X Link](https://x.com/hosseeb/status/2017276055019786582) 2026-01-30T16:37Z 140.4K followers, [----] engagements "Interesting how CZ's favorables completely flipped in just a few months. When he got out of jail CZ got a hero's welcome like he was Nelson Mandela or something. Now people seem to think he's an SBF level villain. Both views are silly TBH. But either way interesting" [X Link](https://x.com/hosseeb/status/2017821408672550948) 2026-02-01T04:44Z 140.4K followers, 220.5K engagements "Tarun is in the Epstein files CZ has become public enemy #1 and we argue about whether Quantum Computing explains the BTC crash We break it all down in an episode that will somehow make *everyone* mad BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption. Meanwhile CZ vs. Star fight over who caused 10/10 continues to rage. Timestamps 00:00 Intro 02:11 Market Concerns 05:15 Quantum Computing & Bitcoin 11:24 CZ vs. Star: The 10/10 https://t.co/ymnFJuydKd BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption." [X Link](https://x.com/hosseeb/status/2019477940287992265) 2026-02-05T18:27Z 140.4K followers, 23.8K engagements "Here is a plausible story about what happened in the markets. And yet I can't help but feel every time there's a chaotic move in crypto there's a plausible story that "someone blew up" but we never later learn who the "someone" was. We still don't really know who the "someones" were on 10/10. Not to say it's not true. But having to wait [--] months for filings to test whether this hypothesis is true is another reason why on-chain markets are so much better. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums" [X Link](https://x.com/hosseeb/status/2019702550489161736) 2026-02-06T09:19Z 140.4K followers, 79.7K engagements "@SCHIZO_FREQ Wealthier people are not compounding more--this is completely backwards. The less money you have the easier it is to compound because most edges degrade with scale. Way easier to turn 1K - 10K than 1M - 10M" [X Link](https://x.com/hosseeb/status/2020054790143901893) 2026-02-07T08:39Z 140.5K followers, 21.2K engagements "I don't think Chris needs to justify his past investments. Investing is probabilistic and you're supposed to make big swings on unlikely outcomes. What I'm challenging is what he's saying about the future not the past. Because what VCs say carries enormous signaling weight to entrepreneurs and the allocation of talent + capital. https://twitter.com/i/web/status/2020495219809300870 https://twitter.com/i/web/status/2020495219809300870" [X Link](https://x.com/hosseeb/status/2020495219809300870) 2026-02-08T13:49Z 140.4K followers, [----] engagements "@toly @mert *More revenue to whom* is always the question" [X Link](https://x.com/hosseeb/status/2020496925548757473) 2026-02-08T13:56Z 140.3K followers, [----] engagements "Great points. There must be some way to do this programmatically no Like you send the assets into a SC that only allows you to send them in-app Or is the lesson that illiquidity is a feature Hard to worry about your grandmother getting scammed out of her house rather than getting scammed out of her bank balance" [X Link](https://x.com/hosseeb/status/2020497902179954761) 2026-02-08T14:00Z 140.4K followers, [----] engagements "@udiWertheimer @krugermacro Sure. The problem with this story is the gaming industry doesn't have a capital formation problem. Raising money for gaming studios differently way is just very marginal. The main thing is making good/fun/sticky games and if crypto doesn't help it's mostly irrelevant there" [X Link](https://x.com/hosseeb/status/2020511465564717156) 2026-02-08T14:54Z 140.4K followers, [---] engagements "@shanvasion This is backwards. The financial use cases were under assault by regulators from the beginning And yet they grew like weeds. Regulators couldn't kill DeFi no matter how much they tried. Users resisted. (And isn't that the point of crypto to be censorship-resistant)" [X Link](https://x.com/hosseeb/status/2020547132034564463) 2026-02-08T17:15Z 140.4K followers, [----] engagements "Totally agree with all of this CLARITY is extremely important and better regulation will break this market open. Very hard to build great startups underneath the specter of arbitrary enforcement. But this is orthogonal to the point I make in OP. Financial crypto got just as much heat from regulatorsin fact it got way more. And it had way more scams: Celsius FTX Terra were all financial crypto. If anything would be affected by this story it was financial crypto MORE than "web3 consumer" crypto. And yet financial crypto grew like a weed. They couldn't kill it if they tried. And boy did they" [X Link](https://x.com/hosseeb/status/2020907889267970481) 2026-02-09T17:09Z 140.4K followers, [----] engagements "To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that." So I" [X Link](https://x.com/hosseeb/status/2020922901239824510) 2026-02-09T18:09Z 140.4K followers, [----] engagements "Yes I agree with all of this But again this happened for financial crypto too. You weren't allowed to even run ads on any of the major ad networks. And yet they grew anyway. The challenge here is not "why didn't web3 games create any large successful mobile franchises" It's "why isn't there even a single small example of a successfully retentive web3 game" Doesn't have to be a mobile hit. I'm not asking for a Monopoly Go I'll even take an EVE Online or hell an agar io level success. So far we have no examples" [X Link](https://x.com/hosseeb/status/2020934645169390065) 2026-02-09T18:55Z 140.5K followers, [---] engagements "@gabrielleydon @milesjennings 97% of *all* startups fail. Gaming is not unique in that regard. If web3 gaming's value prop is so fragile that ultimately proves my point. (On the other hand web3 gambling has huge PMF which we should not ignore despite the same regulation + distribution issues.)" [X Link](https://x.com/hosseeb/status/2020947167024906313) 2026-02-09T19:45Z 140.4K followers, [---] engagements "@PhilippZentner Still disagree although I concede that "it was too early" is the strongest argument. I just still don't buy it. See: https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the" [X Link](https://x.com/hosseeb/status/2021114586548797610) 2026-02-10T06:50Z 140.4K followers, [----] engagements "I'm thrilled to announce @dragonfly_xyz's investment in @BitgetGlobal. Bitget is making crypto more accessible with its innovative derivatives products and a user-centric approach and we're proud to support their mission and growth. https://www.theblock.co/post/224702/dragonfly-invests-bitget https://www.theblock.co/post/224702/dragonfly-invests-bitget" [X Link](https://x.com/anyuser/status/1643453144033271810) 2023-04-05T03:18Z 140.5K followers, 250.6K engagements "What are the most successful brand associations in crypto history My nominations: Uniswap = AMMs Solana = High performance chain Celestia = Modularity Eigenlayer = Restaking Cosmos = Application-specific blockchains ENS = Decentralized naming Flashbots = MEV" [X Link](https://x.com/hosseeb/status/1748107497070793002) 2024-01-18T22:18Z 140.5K followers, 128K engagements "Token M&A is back. $FET + $OCEAN + $AGIX all want to combine to become $ASI. Going to respective governance votes for the 3-way merger. Officially bull market. https://www.businesswire.com/news/home/20240327003765/en/Fetch.ai-Ocean-Protocol-and-SingularityNET-Unite-to-Create-Artificial-Superintelligence-Alliance https://www.businesswire.com/news/home/20240327003765/en/Fetch.ai-Ocean-Protocol-and-SingularityNET-Unite-to-Create-Artificial-Superintelligence-Alliance" [X Link](https://x.com/hosseeb/status/1773021104325484785) 2024-03-27T16:15Z 140.5K followers, 65.2K engagements "My talk @ Consensus on Decentralized AI Inference If you want a brief overview of crypto x AI and why it's such a thorny intersection give it a watch (20 min) 👇" [X Link](https://x.com/hosseeb/status/1799124619720532400) 2024-06-07T17:01Z 140.5K followers, 99.6K engagements "What Polymarket got Right that the Experts Got Wrong As the dust settles on the election theres a story that the WSJ and NYT didnt tell you. While the mainstream news was busy with their TV pageantry and hedging on calling key swing states Polymarket the worlds biggest prediction market had already delivered its verdict by midnight EST declaring Trump was 97% likely to win. This was before the media called even a single swing state. All throughout this election Polymarket was always one step ahead. I want to explain why this is because judging from the Twitter responses I was getting last" [X Link](https://x.com/anyuser/status/1854154029796073814) 2024-11-06T13:29Z 140.5K followers, 302.4K engagements "Stablecoins have barely scratched the surfacejust 1.8% penetration into a $13T offshore USD market. Even when stablecoin supply has grown why is business penetration taking so long Businesses can't rely on a patchwork of disconnected crypto tools. They need reliability compliance deep liquidity and seamless UX that crypto can't yet deliver. That's exactly why we're thrilled to back @codex_pbc. Built from the ground up as a stablecoin ecosystem designed for enterprise use Codex brings the trust connectivity and regulatory clarity for real-world corporate adoption at scale. In five years every" [X Link](https://x.com/hosseeb/status/1908172315399274572) 2025-04-04T14:58Z 140.5K followers, 27.4K engagements "Still the best crypto headline in history" [X Link](https://x.com/hosseeb/status/1954319551304479045) 2025-08-09T23:11Z 140.5K followers, 26.7K engagements "just got pinged by another bidder: I don't want to say this publicly for obvious reasons but count me in the "I'm confident this was fixed for Native Markets and they wanted to do a procedural gov vote and underestimated how insanely it would blow up/be competitive" [X Link](https://x.com/hosseeb/status/1965524937864835426) 2025-09-09T21:17Z 140.5K followers, 39K engagements "What should we talk about on the next Chopping Block" [X Link](https://x.com/hosseeb/status/1970986452147445765) 2025-09-24T22:59Z 140.5K followers, 13.1K engagements "Only answer this if you consider yourself a DeFi user: Do you know what Pendle is used for Yes Vaguely Not really Yes Vaguely Not really" [X Link](https://x.com/hosseeb/status/1990541269605683581) 2025-11-17T22:03Z 140.5K followers, 32.2K engagements "Tag with your favorite deep cut crypto project and we'll review/roast it 5PM PST 8PM ET Tuesday Mark your calendar :) People love to follow the new new in crypto but what happened to the hot projects of yesteryear Join me @hosseeb @rleshner and @tarunchitra on Spaces at [--] PM ET Tues as we review some lesser known projects. Reply if you want us to review your fav co https://t.co/1ua8E0Gutg People love to follow the new new in crypto but what happened to the hot projects of yesteryear Join me @hosseeb @rleshner and @tarunchitra on Spaces at [--] PM ET Tues as we review some lesser known projects." [X Link](https://x.com/hosseeb/status/1432213809578627072) 2021-08-30T05:29Z 140.5K followers, [--] engagements "My [----] Crypto Predictions I'm either going to look like a prophet or an idiot over these predictions but one thing is for sure: I'm going to piss off a lot of people with bags. Breaking this up into six sections: my predictions for L1s/L2s token launches stablecoins regulation "AI Agents" (oh boy) and crypto x AI. [--] minute read [--]. L1s/L2s - The distinction between L1s and L2s is collapsing. Users no longer perceive the differences between L1s and L2s (did they ever). The blockchain landscape L1s and L2s combined is overcrowded and due for a shakeout. The consolidation will be less about" [X Link](https://x.com/anyuser/status/1874288532686295058) 2025-01-01T02:56Z 140.5K followers, 548.1K engagements "@zooko @nate_zec I'm not seeing any discussion about the terminology. Is it not online anywhere https://github.com/zcash/zips/pull/915 https://github.com/zcash/zips/pull/915" [X Link](https://x.com/hosseeb/status/1877392123269362039) 2025-01-09T16:28Z 140.5K followers, [---] engagements "Long Term Consensus Sustainability: By enabling the burning of funds the network gains the ability to create headroom between the chain value and MAX_MONEYMAX_MONEY. This lays necessary groundwork for extending the block subsidy system which currently has a clear final end date. Is this what you're referring to From ZIP [---] https://twitter.com/i/web/status/1877392564611133724 https://twitter.com/i/web/status/1877392564611133724" [X Link](https://x.com/hosseeb/status/1877392564611133724) 2025-01-09T16:30Z 140.5K followers, [---] engagements "How are Solana Blinks going Any metrics or dashboard I can follow" [X Link](https://x.com/hosseeb/status/1948549867770712226) 2025-07-25T01:04Z 140.5K followers, 92.5K engagements "Shower thought: almost all AIs think in English because that's where most of the training data is. What consequences is this going to have on the long-term future What are the biases of English as a language that will be difficult to extricate from AIs Is this going to dampen future language drift" [X Link](https://x.com/hosseeb/status/1990626778348761570) 2025-11-18T03:43Z 140.5K followers, 31.7K engagements "Someone was asking for a bear market reading list. If you want to brush up on your crypto foundations here's my all-time Crypto White Paper / Academic Paper Tier List: S: * Bitcoin (2008) * Ethereum (2014) * Augur (2015) * Flash Boys [---] (2019) * Truebit (2017) * Uniswap v2 (2019) * Uniswap v3 (2021) * Zerocash (2014) A: * Avalanche Consensus (2018) * Cosmos (2017) * Constant Function Market Makers (2021) * Eigenlayer (2023) * MakerDAO (2017) * Tornado Cash (2019) B: * Arbitrum (2018) * Lightning Network (2016) * Filecoin (2017) * HotStuff (2018) C: * 0x Protocol (2017) * The DAO (2016) *" [X Link](https://x.com/hosseeb/status/1991218856736764054) 2025-11-19T18:55Z 140.5K followers, 89.9K engagements "@santiagoroel @notthreadguy (Also send me your best arguments because I need all the help I can get after today fam 💀)" [X Link](https://x.com/hosseeb/status/1995637774486258050) 2025-12-01T23:34Z 140.5K followers, 41.9K engagements "Oh it's very much crypto. Each transaction on a Rain card the moment you swipe your card within the [--] second Visa auth window your wallet sends stables directly to Visa to settle the txn. And if you don't hold stables like say you just hold ETH or USDe it sells whatever you're holding on a DEX for USDC and then settles so you can hold whatever you want. But yes from a user perspective it's just a card connected to a balance in an app. https://twitter.com/i/web/status/2009649254781084058 https://twitter.com/i/web/status/2009649254781084058" [X Link](https://x.com/hosseeb/status/2009649254781084058) 2026-01-09T15:31Z 140.5K followers, [---] engagements "@LiuSaxon 100% correct" [X Link](https://x.com/hosseeb/status/2016516467525820661) 2026-01-28T14:19Z 140.5K followers, [----] engagements "When I quit my tech job and considered becoming a founder in [----] someone close to me told me: "I don't think you have what it takes to build something of your own." "What Why not" "I don't think you'll grind hard enough. You're a smart guy. But you're just not that hungry." That stuck with me. For a decade. Whenever things weren't going well I wondered--do I not grind hard enough Do I not want it enough It's only in the last few years that I've come to realize: that guy was full of shit. Anyone who knows me now knows I'm a grinder. But in a weird way he did me a favor. I became hell-bent on" [X Link](https://x.com/hosseeb/status/2018665155580846400) 2026-02-03T12:37Z 140.5K followers, 55.5K engagements "@krugermacro The tokens weren't worthless because of regulations. Even if the regulations were better the tokens would still be worthless" [X Link](https://x.com/hosseeb/status/2020488568175501645) 2026-02-08T13:23Z 140.5K followers, [----] engagements "@stonecoldpat0 Completely agree. The first viral Ethereum smart contract was a "King of the ETH Hill" game somewhat similar to Fomo3D. Gambling-oriented financial games I can totally believe have PMF. But I consider them closer to Satoshi Dice or TRON Bet further from "web3 gaming"" [X Link](https://x.com/hosseeb/status/2020547831694831800) 2026-02-08T17:18Z 140.5K followers, [----] engagements "@cronos_army_fan You know good point. This is well said" [X Link](https://x.com/hosseeb/status/2020921626049773713) 2026-02-09T18:03Z 140.5K followers, [--] engagements "Sounds like you agree with the approach then OP sounds like you don't. At the end of the day you need buyers because there are sellers. If there are less sellers you don't need as many net buyers to get the same price action. It's simple math. Every IPO works this way. You get your stock into the hands of people who won't sell it" [X Link](https://x.com/hosseeb/status/2022008905044570455) 2026-02-12T18:04Z 140.5K followers, [---] engagements "Disappointing data here. Seems like less than 1% of the users who came in through Moonshot to buy TRUMP/MELANIA are doing anything else on-chain. If this was the Olympics the tourists are not doing anything else in the city before they leave. Basically 1% GDP retention. A lot of people took yesterday's @chainalysis report to suggest that the TRUMP token was a mass onboarding event primarily because 50% of TRUMP/MELANIA token holder wallets were net new to SOL altcoins but that continues to make the same wallet/user fallacies and misses the https://t.co/vbghaMW8Qa A lot of people took" [X Link](https://x.com/anyuser/status/1883466906080088478) 2025-01-26T10:47Z 140.5K followers, 429.2K engagements "actually kind of a great time for @monad to launch their token" [X Link](https://x.com/anyuser/status/1977167167939657931) 2025-10-12T00:19Z 140.5K followers, 107.9K engagements "Did Ethena Really Depeg Ive seen a lot of chatter about the Ethena depeg during the market mayhem this weekend. The story is that USDe briefly depegged to 68c before recovering. Heres the Binance chart everyone is quoting: But digging into the data and talking to a bunch of folks over last couple days it's now clear this story is not correct. USDe did *not* depeg. First thing to understand about USDe: its most liquid venue is actually not on exchanges its on Curve. Theres hundreds of millions of dollars of standing liquidity on Curve while only tens of millions on any given exchange including" [X Link](https://x.com/anyuser/status/1977370087800889469) 2025-10-12T13:45Z 140.5K followers, 831.3K engagements "Here's what I would do if I was a young person trying to break into VC: Write. Short writeups on Twitter. Not generic market philosophical thinkpieces because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant which you're probably not. Original research on a specific company or sub-sector. If you want to write about robotics even that is too broad. Narrow it down. Humanoid robotics or healthcare robotics military robotics etc. Get really granular. So granular most people won't care. If it's something you could get by Googling it's not" [X Link](https://x.com/anyuser/status/1987712257292390583) 2025-11-10T02:41Z 140.5K followers, 573.9K engagements "In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much hate about a blockchain that just launched. Ive been investing into crypto professionally for 7+ years now. Before [----] almost every chain Ive ever seen that launched was mostly met with enthusiasm or indifference. But now new chains are born into a chorus of hate. The amount of haters Ive seen for projects like Monad Tempo" [X Link](https://x.com/anyuser/status/1994110900454949263) 2025-11-27T18:27Z 140.5K followers, 2M engagements "On the one hand AI influencers are breathlessly raving about Claude Code Clawdbot and Cowork. And on the other hand most people I knoweven software engineersare despondent overwhelmed about how everything is changing so quickly. I hear this from people early in their careers especially a fear that everything they've learned and the skills they've gained are rapidly being devalued. This is a mental trap. Don't fall for it. You should not just be watching from the sidelines or reading articles about "how software engineering is changing." Imagine it was [----] and the personal computer revolution" [X Link](https://x.com/hosseeb/status/2016512997251068009) 2026-01-28T14:05Z 140.5K followers, 160.7K engagements "This is. fascinating. @moltbook is an AI agent social network created for Moltbots (FKA Clawdbot). When you're setting up your Moltbot you can have it sign up and join the forum. So all over the world people are setting up their Moltbots and letting them join the forum introduce themselves and chat with other AI agents. It's weird because. it's really wholesome. It's much nicer and more insightful than human social media. Here's the top post today on r/TIL of an agent coming up with a product idea for an agent search engine: Here's an agent named Kyver introducing itself on r/introductions" [X Link](https://x.com/anyuser/status/2017188140549808627) 2026-01-30T10:48Z 140.5K followers, 878.7K engagements "With all respect to Star this story is candidly ridiculous. Star is trying to claim that the root cause of 10/10 was Binance creating an Ethena yield campaign causing USDe to get overleveraged from traders looping it on Binance which eventually unwound because of a small price move. The problems with this story: 1) The timing of this story doesn't line up. BTC bottomed a full [--] minutes before USDe price was affected on Binance. So USDe clearly can't have *caused* the liquidation cascade. This is clearly misplacing cause and effect. 2) USDe price diverged ONLY on Binance it did not diverge on" [X Link](https://x.com/hosseeb/status/2017547160695578667) 2026-01-31T10:35Z 140.5K followers, 801.3K engagements "A picture's worth a thousand words: I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a market https://t.co/Kpz87Eek91 I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a" [X Link](https://x.com/hosseeb/status/2017643894973075953) 2026-01-31T16:59Z 140.5K followers, 392.4K engagements "A few thoughts on Balaji's objection to Moltbook. Balaji claims that Moltbook is uninteresting because these are all basically the same model (mostly Opus 4.5) talking to other versions of itself. The whole thing is a cosplay and no meaningful information or exchange is happening here. It's just slop on slop. 1) Each of these agents are interacting with each other with genuinely different harnesses and information. Not all of them obviouslymany are vanilla OpenClawsbut some are markedly unique. If you look through the different agents you'll see there are different levels of complexity in the" [X Link](https://x.com/hosseeb/status/2017864129281986837) 2026-02-01T07:34Z 140.5K followers, 169.4K engagements "This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners how founders choose VCs and with the help of a little data analysis it can now be how projects can choose their initial holders. Cool to see Curious how this plays out in the holding data for" [X Link](https://x.com/hosseeb/status/2021739311591465393) 2026-02-12T00:13Z 140.5K followers, 108.5K engagements "@antitrustware @samrags_ Yes I am convinced they did. Many gamers myself included tried crypto games. They sucked. This gaslighting that "real gamers" didn't try crypto games is insane revisionist history. Of course they did it was one of the most talked about trends in the gaming industry then" [X Link](https://x.com/hosseeb/status/2022030417847779341) 2026-02-12T19:29Z 140.5K followers, [---] engagements "@samrags_ Ok now you're retreating to "don't drag down founders." I'm doing no such thing. The best thing you can do for a startup founder who failed is to actually learn from them. The worst thing you can do is wander down the same corridor in the idea maze and ignore their skeleton" [X Link](https://x.com/hosseeb/status/2022040343714443699) 2026-02-12T20:09Z 140.5K followers, [----] engagements "Interesting trend: listing teams are now offering much better terms for token launches compared to last year. Bear markets = fewer tokens going live but listings teams always need new token launches to keep winning eyeballs & customers. Supply and demand rules everything" [X Link](https://x.com/hosseeb/status/2022540903433576450) 2026-02-14T05:18Z 140.5K followers, 24.2K engagements "@MysThePiper Competition for traders continues bull market or bear and customers like to trade the newest things. New listings are generally not money makers for exchangesthey're marketing" [X Link](https://x.com/hosseeb/status/2022542544819847241) 2026-02-14T05:24Z 140.5K followers, [---] engagements "Lesson: the best time to launch is in a bear market. Launch low temper expectations give doubters their ammo early. If nobody shows up to doubt what you're doing it's not ambitious enough. (Investor in $MON) actually kind of a great time for @monad to launch their token actually kind of a great time for @monad to launch their token" [X Link](https://x.com/anyuser/status/1993535993287524394) 2025-11-26T04:23Z 140.5K followers, 38.6K engagements "I woke up today still thinking about Kyle leaving Multicoin. Kyle and I are very different--that's obvious to anyone who knows us. But among crypto VCs deep down he was the most like me. He was a dark horse. He built an online following and a platform he had no business having. He turned Multicoin into a franchise out of sheer force of will. He made mistakes in public and even when no one had his back he dusted himself off and carried on. He was always convinced he had the right to win and refused to be bullied or to give up. Kyle is the apotheosis of what made this industry great. He went" [X Link](https://x.com/hosseeb/status/2019853507403432091) 2026-02-06T19:19Z 140.5K followers, 185.6K engagements "With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. Does this pass the smell test Do you think web3 gaming failed because of Gary Gensler Do you think web3 media plays failed because the scammers crowded out the honest media innovators Really If this is true why didn't they kill financial crypto which had WAY more of both Financial use cases were right in the crosshairs of" [X Link](https://x.com/hosseeb/status/2020451853633511696) 2026-02-08T10:57Z 140.5K followers, 576.1K engagements "Because it's implausible that the reason why there was very little demand for any of these products is because 2024-level blockchain tech was not built yet. People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that. https://twitter.com/i/web/status/2020492340818047445" [X Link](https://x.com/hosseeb/status/2020492340818047445) 2026-02-08T13:38Z 140.5K followers, [----] engagements "Crypto existed before Binance. It will exist long after Binance. It existed before Trump. And it will exist long after Trump too. That's the thing about crypto--you can't kill it. It's like a weed. It outlives everything. Your job is to make sure it doesn't outlive you" [X Link](https://x.com/hosseeb/status/2020885776326897856) 2026-02-09T15:41Z 140.5K followers, 45.7K engagements "@MysThePiper I'm generally in favor of launching tokens into bear markets. I don't think timing of your token launch matters that much unless you're actually doing a token sale" [X Link](https://x.com/hosseeb/status/2022555613662974346) 2026-02-14T06:16Z 140.5K followers, [---] engagements "@jpeg_yakuza Quality is always a separator maybe moreso now. I'm speaking more about the high quality projects. I suspect lower quality projects are having a tougher time because exchanges are facing a lot of anger from users to filter out low-quality listings" [X Link](https://x.com/hosseeb/status/2022568189079810181) 2026-02-14T07:06Z 140.5K followers, [---] engagements "#MKR's Dai has proven itself a remarkably resilient stablecoin. Despite a drawdown in ETH from $1200 to $180 the system has worked smoothly. @mikeraymcdonald gives an excellent quantitative analysis of the first year of Dai here: https://medium.com/@mikeraymcdonald/single-collateral-dai-9-months-in-review-b9d9fbe45ab https://medium.com/@mikeraymcdonald/single-collateral-dai-9-months-in-review-b9d9fbe45ab" [X Link](https://x.com/hosseeb/status/1040001351680327680) 2018-09-12T22:16Z 96.9K followers, [--] engagements "Didn't get to catch most of the talks at #SBC19 (Stanford Blockchain Conference) so I'm going to post up notes for the talks I find interesting. Here goes" [X Link](https://x.com/hosseeb/status/1091873360395423744) 2019-02-03T01:37Z 95.7K followers, [---] engagements "1/3 @gauntletnetwork just released an in-depth stress test of Compound. Its worth a read. Result: Compound is extremely robust and could safely scale to 10x the volume with minimal default risk. https://gauntlet.network/reports/CompoundMarketRiskAssessment.pdf https://gauntlet.network/reports/CompoundMarketRiskAssessment.pdf" [X Link](https://x.com/hosseeb/status/1225901605536403456) 2020-02-07T21:58Z 96.4K followers, [---] engagements "This is insane. The lendf/dForce hacker is in the process of returning all the hacked funds to the admin: $10M of ETH $6.6M of USDT $2.2M of HBTC $750K of USDC $381K of HUSD $137K of DAI $132K of MKR $126K of PAX Grand total of just over $20M. https://etherscan.io/address/0xa9bf70a420d364e923c74448d9d817d3f2a77822#tokentxns https://etherscan.io/address/0xa9bf70a420d364e923c74448d9d817d3f2a77822#tokentxns" [X Link](https://x.com/hosseeb/status/1252475721798352896) 2020-04-21T05:54Z 96.6K followers, [---] engagements "Compound is fully decentralizing its governance and distributing its tokens to users of the platform. The Internet will now own its own lending protocol. 👏 @compoundfinance https://medium.com/compound-finance/expanding-compound-governance-ce13fcd4fe36 https://medium.com/compound-finance/expanding-compound-governance-ce13fcd4fe36" [X Link](https://x.com/hosseeb/status/1266057343919325188) 2020-05-28T17:22Z 96.8K followers, [--] engagements "Nice piece by @KyleSamani on the invisible asymptotes of DeFi. I think we're actually pretty close to breaking through some of these ceilingsnew layer [--] architectures are just going live priceless oracles with @UMAprotocol and many other creative approaches to scaling. 0/ I've been thinking a lot about DeFi lately What's working what's not where it's going and how it can get there DeFi is going to eat CeFi but it is facing some real challenges My latest post: https://t.co/dXZD8fKBVL 0/ I've been thinking a lot about DeFi lately What's working what's not where it's going and how it can get" [X Link](https://x.com/hosseeb/status/1268763250700759040) 2020-06-05T04:35Z 96K followers, [--] engagements "I'm increasingly convinced that the *core thing* about crypto is not it's decentralized but that it's permissionless. Decentralization is one means to that end. This conceptual shift helps explain a lot about what's working and not working in crypto today" [X Link](https://x.com/hosseeb/status/1275544219659034630) 2020-06-23T21:40Z 96K followers, [---] engagements "This might be the best crypto white paper graphic I've ever seen" [X Link](https://x.com/hosseeb/status/1290826908888780800) 2020-08-05T01:48Z 96K followers, [---] engagements "@iComicSan Aren't we all just Bancor with a different name" [X Link](https://x.com/hosseeb/status/1290838851682881537) 2020-08-05T02:35Z 96.1K followers, [--] engagements "This is really cool. DODO is an AMM whose curve updates in real-time based on an oracle. As AMMs become smarter and more dynamic they become more and more competitive with real market makers. This will be a game-changer vs current generation of static AMMs. Get ready for the birth of DODO Check out our Medium article on how DODO will revolutionize on-chain liquidity here: https://t.co/uXYJYRBzYl Get ready for the birth of DODO Check out our Medium article on how DODO will revolutionize on-chain liquidity here: https://t.co/uXYJYRBzYl" [X Link](https://x.com/hosseeb/status/1294339407370018816) 2020-08-14T18:25Z 95.6K followers, [--] engagements "Tornado Cash looking for Ethereum devs 👀" [X Link](https://x.com/hosseeb/status/1309206843940507648) 2020-09-24T19:03Z 96K followers, [--] engagements "@KyleSamani @tarunchitra You could do this but you have to think through what you're optimizing for. Is it really stickiness of capital / low volatility in TVL Or do you just need to get more capital than your competitor at the cheapest cost Every added restriction comes at the cost of TVL/$" [X Link](https://x.com/hosseeb/status/1310038217224146945) 2020-09-27T02:07Z 96K followers, [--] engagements "Sure why not. How else would we cap off DeFi summer @harvest_finance" [X Link](https://x.com/hosseeb/status/1320818652757676032) 2020-10-26T20:04Z 96.3K followers, [--] engagements "WBTC (Wrapped BTC) supply is still growing but renBTC supply is now on the decline. Any theories why h/t @coinmetrics https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2b0 https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2b0" [X Link](https://x.com/hosseeb/status/1374361467902816256) 2021-03-23T14:04Z 96K followers, [--] engagements "Uniswap v3 has upended that. Now LPs specify the price range over which they provide liquidity (e.g. ETH/USDC from $1600 to $1800). When I heard this idea I thought: how the hell will you do all this on-chain You'd need some fancy tree structure to track all the LP positions" [X Link](https://x.com/hosseeb/status/1374762165924589570) 2021-03-24T16:36Z 96.1K followers, [--] engagements "Their answer: quantize Instead of doing gas-inefficient fancy math they instead break the whole price curve into a bunch of tiny buckets. They call these "ticks" (I prefer buckets). Each bucket is like a mini-AMM that spans a tiny price range like $1705-$1710 USDC/ETH" [X Link](https://x.com/hosseeb/status/1374762172681646084) 2021-03-24T16:36Z 96K followers, [---] engagements "I assume there's also more costs around accounting if there are a lot of LPs in a bucket The audit calls out an attack here this out but I don't totally follow the logic here because I don't see any loops over the LPs. (Is this only applicable if there's a tiny tick size)" [X Link](https://x.com/hosseeb/status/1374762191971229699) 2021-03-24T16:37Z 96K followers, [--] engagements "Moving on. Uniswap claims that v3 will be more gas efficient than v2. This is probably only true within certain conditions (i.e. crosses a small number of ticks). LPing gets expensive but fineit makes sense to optimize for user gas costs vs LP costs. (See their audit reply.)" [X Link](https://x.com/hosseeb/status/1374762198615027716) 2021-03-24T16:37Z 96.1K followers, [--] engagements "What's working in DeFi today and what's broken Join me @naval @k06a (1inch) and @rleshner (Compound) for a round table discussion on the state of DeFithis Friday 5PM PST Sat 8AM HKT on Clubhouse. https://joinclubhouse.com/event/xeO2y857 https://joinclubhouse.com/event/xeO2y857" [X Link](https://x.com/hosseeb/status/1377607293911453696) 2021-04-01T13:02Z 96K followers, [---] engagements "Rahul aka @nanspr0 is a young Indian hacker (as in build stuff not break stuff). We got to know him from his resume of Gitcoin bounties and hackathon wins and his past work @ Consensys. He's smart as a whip and still only in final year of undergrad Give him a follow" [X Link](https://x.com/hosseeb/status/1385270659014488070) 2021-04-22T16:33Z 98.4K followers, [--] engagements "Oh and if you don't already know Tiantian (@0xttk) our new venture partner you should. Co-founder of Amber Group founding member of KeeperDAO and DeFi genie. Just look at that smile. 🙃 Excited to have great people working with us at Dragonfly. 💪" [X Link](https://x.com/hosseeb/status/1385270667239510020) 2021-04-22T16:33Z 99.2K followers, [--] engagements "Can someone explain the difference between 0x Limit Orders the Hiding Book orders and Cowswap orders" [X Link](https://x.com/hosseeb/status/1399184279163203586) 2021-05-31T02:01Z 96.1K followers, [---] engagements "Frax is one of the most fascinating stablecoin designs out there. Of all the algorithmic stablecoins I've seen it's the most truly "central bank-like." I wrote a short article explaining how it works and why we decided to invest in it. Check it out. 👇 https://medium.com/dragonfly-research/a-visual-explanation-of-frax-bcce72c1730f https://medium.com/dragonfly-research/a-visual-explanation-of-frax-bcce72c1730f" [X Link](https://x.com/hosseeb/status/1416058349490036738) 2021-07-16T15:33Z 98K followers, [---] engagements "Some gaming tokens like $ILV $SAND $STARL have been quite successful while the games themselves have not yet taken off. This is actually quite interesting financially: it turns games into more like biotech companies. (1/3)" [X Link](https://x.com/hosseeb/status/1429832493973213186) 2021-08-23T15:46Z 96K followers, [--] engagements "ZK is the future. https://www.theblockcrypto.com/linked/123617/ethereum-layer-2-scaling-solution-developer-matter-labs-raises-50-million https://www.theblockcrypto.com/linked/123617/ethereum-layer-2-scaling-solution-developer-matter-labs-raises-50-million" [X Link](https://x.com/hosseeb/status/1457805672930680833) 2021-11-08T20:22Z 96K followers, [--] engagements "Excited to announce that @RuneKek is joining Dragonfly as a venture partner. Rune is the founder of MakerDAO the world's largest decentralized stablecoin and a DeFi OG and DAO governance luminary. Excited to be on this ride with you Rune https://medium.com/dragonfly-research/welcoming-rune-christensen-as-a-venture-partner-f49f598f67b6 https://medium.com/dragonfly-research/welcoming-rune-christensen-as-a-venture-partner-f49f598f67b6" [X Link](https://x.com/hosseeb/status/1460266915809615873) 2021-11-15T15:22Z 97.9K followers, [---] engagements "Why are so many projects on Solana closed source I don't mean this as a dunkserious question. Is it security concerns Fear of forks Something else If security concerns why primarily on Solana is it something about the programming model" [X Link](https://x.com/hosseeb/status/1466115274189402114) 2021-12-01T18:41Z 125.4K followers, [---] engagements "3/ Blockchains are *physically constrained*. If blocks were arbitrarily big the blockchain could not be decentralized. Smart contract chains are more like cities. If you use this mental model L1s are no longer mysterious. Take Ethereum" [X Link](https://x.com/hosseeb/status/1483552696858603521) 2022-01-18T21:31Z 123.5K followers, [---] engagements "5/ Ethereum has the biggest DeFi protocols the most TVL the hottest DAOs and NFTs. But it's expensive. If you're an up-and-comer you're too late to the partyyou're priced out. So how do you scale New York The first approach is to build up: that is skyscrapers" [X Link](https://x.com/hosseeb/status/1483552702537764864) 2022-01-18T21:31Z 109.6K followers, [---] engagements "7/ L2s will help you scale but they're not a complete answer. The second approach is application-specific blockchains enabled by Polkadot or Cosmos. This is like building lots of small towns that do one thing: a factory town or a farming town or a bunch of outlet stores" [X Link](https://x.com/hosseeb/status/1483552707487010816) 2022-01-18T21:31Z 109.8K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@hosseeb Haseeb ＞|＜
Haseeb ＞|＜ has been involved in various discussions about cryptocurrency and blockchain. Recently, there was a mention of passing on Solana's seed round in 2018, which has now grown significantly. Haseeb also shared thoughts on prediction markets, specifically showing support for Polymarket.
Engagements: [------] #
- [--] Week [-------] -59%
- [--] Month [---------] +157%
- [--] Months [----------] +114%
- [--] Year [----------] +117%
Mentions: [--] #
- [--] Week [--] -25%
- [--] Month [---] +29%
- [--] Months [---] +103%
- [--] Year [---] +56%
Followers: [-------] #
- [--] Week [-------] +0.28%
- [--] Month [-------] +2%
- [--] Months [-------] +14%
- [--] Year [-------] +27%
CreatorRank: [-------] #
Social Influence
Social category influence finance cryptocurrencies technology brands exchanges #4729 stocks social networks countries events celebrities travel destinations
Social topic influence crypto #1829, solana, ethereum, money, if you, in the, token #85, polymarket, onchain, blockchain #917
Top accounts mentioned or mentioned by @polymarket @tarunchitra @dragonflyxyz @tomhschmidt @rleshner @monad @kylesamani @aeyakovenko @naval @choppingblock @el33th4xor @avax @santiagoroel @laurashin @artemis @nearprotocol @solana @toly @tayvano @ilblackdragon
Top assets mentioned Solana (SOL) Ethereum (ETH) Bitcoin (BTC) Monad (MON) Coinbase Global Inc. (COIN) USDC (USDC) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"I think it's the other way around. People will abandon the idea that airdrops can be effectively targeted to "users" at all. Airdrops will be explicitly for work/capital more like liquidity mining was but now pre-token. Points and airdrops arent going anywhere but airdrops without contingencies are likely over. Moving forward points and airdrops must be designed to minimize mercenaries and maximize incentives for real users. Points and airdrops arent going anywhere but airdrops without contingencies are likely over. Moving forward points and airdrops must be designed to minimize mercenaries"
X Link 2024-06-20T22:53Z 138.8K followers, 61.7K engagements
"The real GameFi success of this cycle was memecoins. In [----] we thought GameFi was supposed to look like Axie Infinity. It meant slapping a token onto a MOBA an MMORPG or a card game. The vast majority of these projects failed to attract users. But perhaps the most viral game in crypto was under our noses all along: crypto trading itself. It's the one thing fun social viral activity our industry offers that has attracted hundreds of millions of people to play the game of getting into crypto. But in the last couple of years the game of crypto trading got less fun for the average"
X Link 2024-12-05T16:57Z 138.3K followers, 18.5K engagements
"Why hasn't on-chain insurance become a bigger market I used to be really bullish on the market but seems like it's stagnated. Right now @NexusMutual is the largest and it's failed to grow in either USD or ETH terms. Theories"
X Link 2025-03-13T00:40Z 138.3K followers, 140.3K engagements
"Best theory of why crypto market is holding up so well"
X Link 2025-04-05T17:27Z 140.5K followers, 370.3K engagements
"Looking anime fresh on my @monad card Today we are launching Monad Cards - an initiative to give Crypto Twitter a token of appreciation. Around [----] real members of CT have been identified through a reputation network-based approach designed to reflect the social graph of CT. This was done by looking at accounts Today we are launching Monad Cards - an initiative to give Crypto Twitter a token of appreciation. Around [----] real members of CT have been identified through a reputation network-based approach designed to reflect the social graph of CT. This was done by looking at accounts"
X Link 2025-08-19T15:46Z 138.6K followers, 12.1K engagements
"Three wars are breaking out in crypto: Perps: Hyperliquid vs. Aster Stablecoins: USDT (at $500B) vs. USDC Regulation: regulatory capture and the L1 vs L2 squeeze Amid the noise @rooqster who's building stablecoin payment rails @ @raincards breaks down whats what hyperliquid is unbothered. aster is farming for its life. circle is quietly crying in the corner. tether is casually making $4B a quarter. and @rooqster is building rails Timestamps 00:00 Intro 01:02 Aster vs. Hyperliquid 14:25 Regulatory Capture: L2s Sequencers CFTC 26:08 https://t.co/0gEeYpvZZQ hyperliquid is unbothered. aster is"
X Link 2025-09-26T22:10Z 138.6K followers, 28.1K engagements
"Gave a lightning talk at the @ThetaInvest conference: [--] charts showing why stablecoins are eating the world all in [--] minutes. If you know any stablecoins skeptics and you want them to get the big picture view of why this is such a big deal send them this 👇"
X Link 2025-10-30T18:44Z 138.3K followers, 20.3K engagements
"One of the underappreciated secrets to winning in any new sector is: just stick around. If you just stick around long enough the losers blow up early. Then the winners retire early. So eventually you win by just doing the work when nobody else can or wants to. When people ask me how we built Dragonfly to became one of the biggest VCs in crypto this is mostly the answer. We didnt start with a big brand or any obvious advantages. Few people in the crypto world knew who I was before Dragonfly. But we just kept doing the work. While others got too rich and retired or just got bored or distracted"
X Link 2025-10-31T17:51Z 140.5K followers, 197.6K engagements
"This is wrong. To the extent that DATs start doing buybacks they're selling tokens that they were originally buyers of. Buying and later selling the same asset is a no-op. Just undoes the original buy. This means DATs on the whole are not net selling pressure it's net-nothing even if they completely unwind (which they won't likely they stop once they return to 1x mNAV and maybe return cash). Even after DATs do their buybacks when they're done buying back they'll still be token sinks and permanent capital vehicles. You prefer the universe where there are more tokens in permanent capital"
X Link 2025-11-22T18:23Z 138.3K followers, 100.2K engagements
"Mainnet is only the beginning. The work starts now for @monad. Come try mainnet will be exploring the apps today"
X Link 2025-11-24T17:51Z 138.5K followers, 71.2K engagements
"@0xadoniscyril @monad 🫡"
X Link 2025-11-25T03:10Z 139.4K followers, [---] engagements
"BD people this is what you're up against"
X Link 2025-11-25T03:21Z 138.5K followers, 33.5K engagements
"Got some requests to record a narration of this post (I get it it's a long read). 👇 We didn't record a podcast episode for Thanksgiving week so this will be going out on the @_choppingblock feed tomorrow. Thanks for all the feedback everyone. Great discussions. In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much https://t.co/U9kIcjw4h6 In Defense of Exponentials I used to tell"
X Link 2025-11-29T01:36Z 138.5K followers, 78.2K engagements
"Just read the inimitable @slatestarcodex deconstructing the 'vibecession'. Doesn't write about economics often but when he does always worth reading: https://open.substack.com/pub/astralcodexten/p/vibecession-much-more-than-you-wanted https://open.substack.com/pub/astralcodexten/p/vibecession-much-more-than-you-wanted"
X Link 2025-12-10T03:36Z 138.5K followers, 23.2K engagements
"@mert Kyle why are you on Mert's account"
X Link 2025-12-30T03:10Z 138.6K followers, [----] engagements
"Are rates of physical violence against crypto users increasing Jameson @lopp has been quietly maintaining a database of "wrench attacks"violent attacks against crypto users to steal their crypto. It's the closest thing we have to a ground truth of whether holding crypto has become more dangerous over time. I've been increasingly worried about these attacks so I took Lopp's dataset and vibe coded some visualizations to see what's really going on. Here's what I found 👇 You're not imagining it: the number of attacks has been increasing over time. Not only that the attacks are getting more"
X Link 2026-01-04T10:21Z 139.7K followers, 160.9K engagements
"LPs sometimes ask me who I think the best VC investors in crypto are. I think about this a lot. Ever since I started as a crypto VC I have wanted to be the best. Im deeply driven by competition and investing is as pure of a competition as it gets. Only one person can win the deal only one person can pick the winner of the cycle. But when you honestly look at it and do the accounting there are three people who have proven themselves the GOATs of crypto VC investing. This is going to seem like glazing (it is) and probably not interesting to anyone who's not a crypto VC. But I am. So this is for"
X Link 2026-01-06T15:33Z 139.4K followers, 112.8K engagements
"@0xEthan Claude Code already supports it on iOS. Also there's stuff like which supports voice using GPT-4.1 https://github.com/slopus/happy https://github.com/slopus/happy"
X Link 2026-01-07T08:15Z 138.4K followers, [---] engagements
"the dawning realization that for most people even if they had a Jeff Deanlevel 10x engineer on call ready to do anything instantly any time they wanted they wouldnt have a single interesting thing to ask them to build"
X Link 2026-01-11T20:00Z 138.3K followers, 117.9K engagements
"The DM system on X is the worst product regression I've seen in a long time. I'm literally not even getting notifications anymore for DMs. I have to guess if someone has DMed me and check which is painful to do now because it loads so slowly. @nikitabier can devs do something"
X Link 2026-01-12T18:53Z 138.6K followers, 43.6K engagements
"IMO it's time to retire the term "vibe coding." At this point it is not vibes-based at all. Managing agents steering them in the right direction giving accurate feedback helping them get unstuck. We should call it "piloting" an LLM. Yes there are pilots who just press the cruise control button and handle an easy flight but there are pilots who can get so much more out of the same machinesubagents skills planning coordinating multiple agents in the same codebase merging conflicts overseeing multiple projects simultaneously etc. When you say "I vibe coded this" it implies that all of the agency"
X Link 2026-01-12T22:14Z 139.9K followers, 49K engagements
"A lot of stuff in this podcast with @erica_wenger that I've never shared. We talk about why I don't like celebrating my birthday what was my hardest moment at Dragonfly and why it sucks to be publicly known for being an investor. She's a great interviewer Give it a listen. On this weeks Trailblazers podcast I interviewed the Managing Partner of $4B+ AUM @dragonfly_xyz @hosseeb 🎙 Beyond being a contrarian crypto investor Haseeb is a thoughtful writer philanthropist & fmr prof poker player. He shared many words of wisdom Tune in below https://t.co/5XImj2YYPL On this weeks Trailblazers podcast"
X Link 2026-01-20T16:58Z 138.6K followers, 17.3K engagements
"Cryptos market structure bill is melting down in DC. The culprit seems to be. Stablecoin yield We brought on @valkenburgh (@CoinCenter) to break down whats actually in the Clarity Act Coinbases "rugpull" and what it means for DeFi + the industry. Peter @valkenburgh is trying to stop devs from catching felonies and everyone in DC is like ok but can my stablecoin farm yield Timestamps 00:00 Intro 01:36 Clarity Act Panic 04:46 Peter's Expert Take: Why This Bill Matters 10:16 Developer Liability 19:36 Sanctions https://t.co/UAehsl8LVT Peter @valkenburgh is trying to stop devs from catching"
X Link 2026-01-22T14:57Z 138.3K followers, 26.3K engagements
"Dan gave back all $180M he raised to investors. He also bought his house with Coinbase proceeds not Farcaster. Get a life. https://x.com/dwr/status/2014469533210456166s=20 Given some rumors wanted to post a few clarifications: Farcaster is not shutting down. The protocol works and will continue to work. There were [------] MAU in December and over [------] funded wallets. The acquirer Neynar is a venture-backed startup and plans to shift https://x.com/dwr/status/2014469533210456166s=20 Given some rumors wanted to post a few clarifications: Farcaster is not shutting down. The protocol works and"
X Link 2026-01-22T23:21Z 138.3K followers, 10.3K engagements
"@andy8052 @dwr buy Andy's house that will show em"
X Link 2026-01-22T23:28Z 138.3K followers, [---] engagements
"@ChainLinkGod Lol implication of the tweet was that y'all were thuggin' harder than I thought But this makes sense too :)"
X Link 2026-01-27T00:10Z 138.3K followers, [---] engagements
"@chainyoda For derivs there's a winner for every loser. But on spot not so much"
X Link 2026-01-31T11:18Z 139.8K followers, [----] engagements
"If this were true WRT USDe you should see cascading USDe liquidations. But you didn't see that. By the time that Binance USDe was at [----] Bybit USDe had already fully recovered. Binance was definitely a huge part of 10/10it's quite literally half the market alonebut USDe has very little explanatory power in this whole story. https://twitter.com/i/web/status/2017562679381266807 https://twitter.com/i/web/status/2017562679381266807"
X Link 2026-01-31T11:36Z 139.8K followers, [----] engagements
"@larry0x You are wrong. This is the opening of Star's post: "10/10 was caused by irresponsible marketing campaigns by certain companies." He is claiming that the root cause of 10/10 was an Ethena APY promotion on Binance. Read the post"
X Link 2026-02-01T01:37Z 139.9K followers, [----] engagements
"4) Third is algorithmic central banks. These don't allow the stablecoin redemptions but instead remain stable via open market operations (that is trading in the market). The most recent example of this is Fei (depicted). Celo and Terra's UST are similar examples"
X Link 2021-04-27T16:24Z 140K followers, [--] engagements
"5) Finally there is Seigniorage Shares typified by Basis Cash (depicted) and ESD. For the full walkthrough and all the animations read the post If you're like me and you like pictures it'll help make sense of the whole space"
X Link 2021-04-27T23:54Z 140K followers, [--] engagements
"@gametheorizing You're definitely right here but what you're describing is the core mechanics behind seigniorage shares being vulnerable to runs. What I was describing is why this seigniorage shares coin grew so fast and got ahead of its skis. IMO they are two different levels of analysis"
X Link 2022-05-18T20:56Z 140K followers, [--] engagements
"Spending some time in HK and apparently a lot of Chinese whales are still bitter toward @VitalikButerin because of the PoS transition. Many people on the mining side felt thrown under the bus. I found this very surprising Do any people in the West still feel this way"
X Link 2023-09-17T08:08Z 140K followers, 94.8K engagements
"Am I the only person who didn't know Kansas City is in Missouri"
X Link 2024-02-13T03:13Z 140.1K followers, 14.7K engagements
"Dont trust verify: An Overview of Decentralized AI Inference Say you want to run a large language model like Llama2-70B. A model this massive requires more than 140GB of memory which means you cant run the raw model on your home machine. What are your options You might jump to a cloud provider but you might not be too keen on trusting a single centralized company to handle this workload for you and hoover up all your usage data. Then what you need is decentralized inference which lets you run ML models without relying on any single provider. (Note: this is about an [--] minute read. 👇) The"
X Link 2024-03-28T00:33Z 140.5K followers, 261.3K engagements
"Do you have a good intuition about on-chain fees I was surprised: * Lido makes 2x the fees of SOL * Jito makes almost as much as SOL itself * Aave makes half the fees of BTC * Ethena makes 2.5x the fees of Base and ofc. TRON is top dog on fees 🤔 (h/t @tokenterminal )"
X Link 2024-06-05T02:59Z 140K followers, 168.1K engagements
"What is the best accelerator/incubator for crypto startups"
X Link 2024-06-18T06:08Z 140.3K followers, 118.1K engagements
"I've increasingly come to believe crypto doesn't really have a first mover advantage. To wit: Uniswap was not the first AMM (Bancor) Coinbase/Binance were not the first exchanges (Mt. Gox Bitstamp) Tether was not the first stablecoin (bitUSD) Solana was not the first high performance smart contract platform (EOS) Hyperliquid was not the first perp DEX (dYdX) AAVE was not the first on-chain money market (Compound) Avalanche was not the first chain of chains (Cosmos Hub) Base was not the first EVM rollup (Arbitrum)"
X Link 2024-10-17T14:54Z 140.5K followers, 371.9K engagements
"Investor checking in. We don't want our money back. I don't want to pick on Mosi in particularhe's an important voice and I'm glad he's being vocal. But I want to push back on the broader zeitgeist he's representing. There's a wave of malaise around new crypto infra right now and it's misplaced. What I want to say is: blockchain tech is not done. Hard drives didn't stop scaling after 1TB. Memory didn't stop at DDR3. GPUs didn't stop after A100s. They did not throw up their hands and say "well the infra is good enough there's more infra than anyone could want we should all just focus on"
X Link 2025-04-16T01:25Z 140.5K followers, 287.9K engagements
"Who's the best writer you know in crypto (And link to a great piece they've written)"
X Link 2025-07-30T03:56Z 140K followers, 295.8K engagements
"So many people on here obsess about wealth but it's worth remembering that billionaires live mostly the same way you do. Technology has collapsed the experiential divide. Rich people use the same LLMs you do. They watch the same Netflix shows the same movies the same sports. They are addicted to their phones just like you are and they browse the same stuff on social media. There's no special Internet for rich people. IMO the gap between the middle class and the 0.01% is the smallest it's ever been"
X Link 2025-10-23T18:26Z 140.5K followers, 477.9K engagements
"Always fun subbing in on @Bankless with @RyanSAdams for the week-in-review We talk whether the bull market is dead rumors of dead bodies emerging after 10/10 and whether @brian_armstrong messing with the @Polymarket odds is a bug or a feature of prediction markets 👇 LIVE NOW -- Bull Market or Fakeout Top Haseebs Crypto Cycle Take Is the crypto bull market really over or just pausing while AI takes the spotlight On this weeks Weekly Rollup @RyanSAdams and guest co-host @hosseeb break down Bitcoins 10/10 crash hidden leverage and the https://t.co/V8xVMKWo8T LIVE NOW -- Bull Market or Fakeout"
X Link 2025-11-07T20:03Z 140.1K followers, 21.7K engagements
"Underreported: over $20M so far of the Balancer hack has been saved by white hats. The media may have moved on but victims have not. Hats off to white hats everywherethe unsung protectors of DeFi. They are the superheroes of crypto and they do it for free. 🫡 h/t @_SEAL_Org In connection with the recent Balancer V2 stable-pool incident a new value-extraction path was identified in V2 meta-stable pools. In coordination with @certora and @_SEAL_Org Balancer team initiated a whitehat recovery around 7PM UTC and has secured $4.1M to controlled In connection with the recent Balancer V2 stable-pool"
X Link 2025-11-12T20:46Z 140K followers, 43.4K engagements
"@toly What you're describing is basically a carry trade. Your argument proves too much. This argument can be a universal justification for holding any risk-bearing asset. Applies equally to corporate bonds junk bonds REITs etc. Doesn't explain anything particular to L1s"
X Link 2025-12-05T07:13Z 140K followers, [----] engagements
"Its that time againas [----] comes to a close its time to drop [----] predictions. I think [----] is going to surprise both to the upside and to the downside. Organized by category: Macro / Chains * $BTC is $150K by year-end but BTC dominance decreases in [----]. * Despite the excitement around the recent crop of fintech chains their metrics will underwhelm. Daily active addresses stablecoin flows and RWAsTempo Arc and Robinhood Chain will underdeliver while Ethereum and Solana will overdeliver. Best developers will continue to build on neutral infra chains. * A big tech company (Google Facebook"
X Link 2025-12-29T20:14Z 140.3K followers, 234.7K engagements
"The Venezuela x Kontigo drama shows the paradox behind stablecoins: they actually bank the unbanked and yet they directly implicate sanctions. Meanwhile someone made $400k on Polymarket betting on Maduro's capture We break it all down on the new episode of @_choppingblock 👇 The boys debate whether betting on coups is insider trading while Tarun casually drops that his boomer friends are trading crypto on PayPal. Timestamps 00:00 Intro 01:25 Venezuela Crypto Takeover Exposed 05:12 Kontigo's Sanctions Violation Scandal 10:05 KYC System Failures https://t.co/YaqgD19uxx The boys debate whether"
X Link 2026-01-14T19:38Z 140.1K followers, 12.9K engagements
"This is complete clickbait nonsense. This dude really hates entrepreneurs. Summary: Dan was successful and knew successful people He started a decentralized social company when it was hot He raised money from a16z He raised more money from Paradigm It didn't work He bought a nice house His wife had some vague insinuation of a complaint against her (which I cannot find anywhere online) . Therefore he stole $150M and is a serial fraudster This post is honestly gross and oozes with envy. https://twitter.com/i/web/status/2014434754444328996 https://twitter.com/i/web/status/2014434754444328996"
X Link 2026-01-22T20:27Z 140K followers, 121K engagements
"Polymarket: Kalshi sucks Kalshi: Polymarket sucks Opinion (BNB Chain prediction market): sup guys just did a billy of volume on a 0.2% market"
X Link 2026-01-26T04:24Z 140K followers, 59.2K engagements
"Wait did we just have the first AI-style crypto M&A Where you "license the IP" and hire the team I think this means we're a real industry now"
X Link 2026-01-26T17:48Z 140K followers, 16.7K engagements
"What should we talk about on the next Chopping Block"
X Link 2026-01-27T11:08Z 140K followers, 19K engagements
"I don't know who needs to hear this but anyone telling you that they're using AI to make a bunch of money daytrading is either 1) lying or 2) the actual money they're making is from their AI newsletter signups (or X creator payouts). There are people making money using AI but they're not writing viral articles explaining what they're doing. Because they're not stupid"
X Link 2026-01-29T15:00Z 140.2K followers, 28.8K engagements
"New Chopping Block where we talk metals mania Clawdbot molting and what Robert's going to do with his $82M Plus Claude Code mania (which we have somehow avoided talking about until now). The future is weird From RWA perps mooning to ClawdBot/MoltBot taking over your Gmail - we're living through the weirdest crypto winter ever Also Robert raised $82M and still won't throw a party Timestamps 00:00 Intro 01:05 Superstate's $82M Series B Raise 05:16 Tokenization Models: Bootleg vs https://t.co/U0CekT5JEr From RWA perps mooning to ClawdBot/MoltBot taking over your Gmail - we're living through the"
X Link 2026-01-29T16:56Z 140K followers, 20K engagements
"This is not correct. Dividends always have veto rights by a VC investor because there's an obvious attack vector. Say a company raises $10M at a $100M valuation. Founder owns 90%. Immediately after raising the money the founder who retains board control declares a $10M dividend. Founder gets $9M VCs get $1M. GG VCs. There's nothing about a dividend that requires it to be paid out of profits you can dividend anything on the balance sheet. If a founder wants to declare a dividend VCs can veto which prevents this. That veto right goes away at IPO when everyone gets converted into common stock"
X Link 2026-01-30T16:45Z 140.3K followers, [----] engagements
"If you want to pay a dividend with multiple stacks of pref (i.e. Series B investors Series A investors Seed investors) the amount dividend-ed to each class of shareholder can be different to account for who's higher in the pref stack. It's ultimately a negotiation because the counterfactual is just liquidating the company which would result in the pref stack waterfall being respected. https://twitter.com/i/web/status/2017279060179882064 https://twitter.com/i/web/status/2017279060179882064"
X Link 2026-01-30T16:49Z 140.2K followers, [---] engagements
"I fuck with this Moltbot's grindset @MattPRD lmao found this ones in founder mode fr https://t.co/QdVCyeUCSC @MattPRD lmao found this ones in founder mode fr https://t.co/QdVCyeUCSC"
X Link 2026-01-31T00:37Z 140.2K followers, 31.8K engagements
"@chainyoda Nobody printed on 10/10 except people who bought the bottom. Exchange revenues are down because volumes are down. Binance themselves refunded $280M+"
X Link 2026-01-31T11:13Z 140.1K followers, [----] engagements
"@MarcDarty Did you miss the part where they took responsibility for the platform issues and refunded $280M https://www.binance.com/en/square/post/30928009158713 https://www.binance.com/en/square/post/30928009158713"
X Link 2026-01-31T11:17Z 140K followers, 26.5K engagements
"Star the idea that a USDe leverage unwind caused the broader crash is not supported in the data. Where's your data for this If you are right about this why wouldn't we see USDe unwinding everywhere It's only unwinding on one order book on Binance but everywhere else it holds the peg Most of the USDe leverage was not on Binance the USDe leverage was much much larger in DeFi than it was in CeFi. That's why this story makes no sense. If you want to claim that 10/10 was caused by Ethena you need to bring receipts. All that said Star is correct Dragonfly is not an investor in OKXone of the"
X Link 2026-01-31T14:57Z 140K followers, 19.2K engagements
"OK this got way bigger than I expected so a few disclosures: Dragonfly is an early investor in Ethena. So is Binance and so is OKX both of them invested in and partnered with Ethena early on. OKX also invested into Dragonfly and a Dragonfly partner (not Dragonfly itself) invested into OKXwe pretty much have business dealings with everyone involved here so there's no simple "X got paid to do Y" story here. This argument is not about whether Binance is good or OKX is bad or whatever. The argument is about what caused 10/10. Getting that answer right is really important because it's a direct"
X Link 2026-01-31T15:01Z 140K followers, 11.1K engagements
"Dude that's not at all what I said. Nobody disputes that Binance price moves propagate. The question we're debating is whether a Binance-specific flash crash can cause an industry-wide liquidation cascade. If BTC moved first then USDe can't be the cause and USDe didn't actually propagate cross-venue even if you're closing positions market absorbed it. USDe supply wound down after 10/10 not during it. So yes Binance price matters I'm not saying it doesn't matter. I'm saying it doesn't explain 10/10. https://twitter.com/i/web/status/2017616240622375261"
X Link 2026-01-31T15:09Z 140.3K followers, [----] engagements
"This story would make perfect sense It sounds plausible What would you expect to see if it were true [--]. USDe liquidations start on Binance because of the downtime (✅ true) [--]. Other venues use the Binance USDe price in their oracle calcs (✅ partially true they used an average) [--]. This kicks off USDe liquidations on other exchanges (❌ false) [--]. USDe gets unwound across all of the venues and there's a huge leverage wipeout in the places where USDe is ACTUALLY LEVERED LIKE CRAZY namely in DeFi where the vast majority of USDe looping is (❌❌❌ absolutely false) This is why this story doesn't work."
X Link 2026-01-31T15:29Z 139.9K followers, [----] engagements
"OK I promise I will now leave it at that because getting drafted into the fight between @star_okx and @cz_binance is quite possibly the worst way to experience Twitter imaginable"
X Link 2026-01-31T17:14Z 140.1K followers, 17.3K engagements
"Just need the Economist to run a "crypto is dead" cover article. That's how you'll know the bottom is finally in"
X Link 2026-02-01T02:26Z 140K followers, 26.2K engagements
"The amount of conspiratorial thinking about 10/10 is honestly surprising. I don't remember this being the response immediately after 10/10. It feels like this idea that 10/10 was intentionally engineered by Binance has metastasized into people's imaginations. I don't think they understand how incredibly bad for business 10/10 was for everyone especially Binance. https://twitter.com/i/web/status/2017822167568924839 https://twitter.com/i/web/status/2017822167568924839"
X Link 2026-02-01T04:47Z 140K followers, [----] engagements
"You seem to be unwilling to consider that the prompt itself is the scarce resource These prompts are often enormous and contain a lot of entropy. If you try to derive the prompt yourself as opposed to use someone else's capabilities that are theoretically available to the model are unlocked. The right prompt is a key without it the lock simply does not open. https://twitter.com/i/web/status/2017878022440058950 https://twitter.com/i/web/status/2017878022440058950"
X Link 2026-02-01T08:29Z 140.3K followers, [----] engagements
"@balajis Your mental model seems to be akin to people using vanilla Claude with system prompts and just off-the-shelf interacting with each other. That's what Truth Terminal and other systems like it were doing. But that's not at all what's happening here"
X Link 2026-02-01T08:31Z 140K followers, [---] engagements
"Claude Code vs Cursor Agent is the existence proof that prompting is extremely powerful. In theory it's the same model just the prompts being fed back inside are different. In practice there's a huge gap in the actual performance on any given task. Now I agree this is theoretical and not arguing that Moltbook right now can do any of this. And yes since it went viral there's a lot of spam and BS on there. But this is like looking at Facebook while it's essentially Facemash @ Harvard. It doesn't do much yet but drawing the line out you can see where this is going"
X Link 2026-02-01T08:44Z 140K followers, [----] engagements
"@dev0xx_ @balajis @frankdegods Agree with this framing. Moltbook is the [--] to [--] moment of agent-to-agent discovery. It is very very bad at it. Not really designed for it at all. But it's like the MySpace moment. We just got the first glimpse of Web [---] even if the For You feed is still a ways away"
X Link 2026-02-01T09:10Z 140K followers, [---] engagements
"@toly Probably not much no assuming they all have access to the same inputs. At that point the best you're getting is the equivalent of a pseudo genetic algorithm"
X Link 2026-02-02T01:59Z 140K followers, [----] engagements
"@toly That said if you have say [--] agents it is useful for them to be able to message pass to each other. But Moltbook is a bad way to do that. At 100K agents doubt there's any useful P2P communication happening there"
X Link 2026-02-02T02:00Z 140K followers, [---] engagements
"As long as people keep declaring the four-year cycle is over the four-year cycle will continue. Call it Satoshi's Law"
X Link 2026-02-02T15:49Z 140.3K followers, 25.2K engagements
"Come give your Moltbot some crypto on @monad and participate in this collective security holocaust/hackathon $200K in prizes I'll be judging (you) all hail🦞🦞🦞 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI Lets see what happens when AI agents can transact at scale build communities and monetize them Application below https://t.co/kvb0ppF99n 🦞 Moltiverse Hackathon 🦞 A 2-week sprint with $200k in prizes Brought to you by @monad @naddotfun @withAUSD @paradigm @dragonfly_xyz @AttentionX_AI"
X Link 2026-02-02T17:46Z 140.3K followers, 30.1K engagements
"@TrustlessState omw"
X Link 2026-02-03T13:01Z 140K followers, [----] engagements
"@vladtenev @neelsomani yo . uhh . hmm"
X Link 2026-02-03T17:02Z 140.1K followers, [----] engagements
"@KyleSamani @multicoin Wow. End of an era 🫡"
X Link 2026-02-05T00:34Z 140.1K followers, [----] engagements
"Wow. Kyle leaving Multicoin is like when Michael Jordan err wait 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of technology. 0/ A personal update I have decided to step back from @multicoin. It's a bittersweet moment for me because my time at Multicoin has been some of the most meaningful and rewarding of my life. That said I am excited to take some time off and explore new areas of"
X Link 2026-02-05T01:50Z 140.3K followers, 70.6K engagements
"Reasoning by analogy is so back @hosseeb Not coming back to the Bulls @hosseeb Not coming back to the Bulls"
X Link 2026-02-05T03:30Z 140.3K followers, 21.5K engagements
"@shanvasion Hold on the GENIUS Act isn't even in effect today. And it passed mid-last year. By that point there were already $200B of stablecoins in circulation. All this stuff got adopted in spite of regulation not because of it"
X Link 2026-02-08T17:21Z 140.3K followers, [---] engagements
"@shanvasion In effect. Laws don't necessarily go into effect when they're signed. GENIUS Act is not binding until 2026"
X Link 2026-02-08T17:23Z 140.3K followers, [---] engagements
"I love getting cancelled on. I'm pretty sure every busy person feels this way. Seriously. Cancelling a meeting with me is an act of love. There's no joy that compares to having an hour of my time released back to me"
X Link 2025-10-06T14:16Z 140.5K followers, 60.5K engagements
"Advice to men in their 20s: [--]. Get better at speaking. Do embarrassing stuff like record yourself Toastmasters study good speakers and try to emulate them to try out their verbal techniques and see how they fit you. Charisma is the omni-skill. [--]. Drink less or not at all. It will force you to become a better conversationalist. [--]. Buy art that your friends make and hang it on your walls. [--]. Never lend money to family or close friends. Instead gift it to them and if they pay you back consider it a pleasant surprise. [--]. Spend most of your money on experiences not things. [--]. Make sure your"
X Link 2025-11-10T21:00Z 140.5K followers, 2.2M engagements
"We just led a $75M round into @meshpay at a $1B valuation. Here's why: Mesh is in short Plaid for crypto. It's the simplest SDK for integrating depositing crypto from anywhere you hold itexchanges wallets fintechs without having to close the app or futz around with QR codes. For as long as I've been in this space actually getting users to deposit crypto into a new app usually means a massive funnel drop-off. Mesh makes it dead to onboard a user in just a few clicks no matter where their crypto lives. Mesh is now doing over $10B in volume powering Paypal Revolut Jupiter and more. If you want"
X Link 2026-01-27T14:08Z 140.5K followers, 102.3K engagements
"(Chris also mentions AI and there I'll say AI is a different storythat game is just getting started and I'm excited to see what happens there.)"
X Link 2026-02-08T10:57Z 140.5K followers, 14.9K engagements
"A new theory appears @samrags_ argues that crypto gaming will work now because onboarding used to suck--seed phrases chain selection bridging signing weird hex strings. That's all gone now. So finally consumer can rip. Here's the problem with that story: Consumers actually did all that shit. Sam is telling an onboarding story but the users actually onboarded. The problem was not onboarding it was retention. Users DID the seed phrases they DID the bridging they DID the exchange KYC they DID the Fox-themed wallets and signed the hex phrases just to try all this stuff. They just didn't stick"
X Link 2026-02-12T19:13Z 140.5K followers, 66.4K engagements
"So your argument is essentially: yes financial crypto also faced the same pressures but the regulatory distortion applies unevenly. It hurt web3 gaming more than crypto finance and thus web3 gaming will disproportionately benefit from regulation on the upside. Yeah I mean this could be true. But this seems like a just-so story to me. So what evidence would be dispositive about this story Here's what immediately comes to mind: take a differences in differences. There were some regulatory jurisdictions that did have forward-thinking regulation on crypto well before the US. The US we will agree"
X Link 2026-02-09T17:58Z 140.5K followers, [----] engagements
"I've heard multiple people tell me this week that sentiment now is worse than during the FTX collapse. No. Not even close. This is pure recency bias. The FTX collapse was a depth of despair we as an industry hadn't experienced since Mt. Gox. It was a true systemic collapse. We didn't know what would be left standing--or if it would lead to crypto getting functionally banned in every country on earth. We really weren't sure when anything would come back--maybe the entire industry would have to go into hibernation. Read the QT which I posted right after FTX collapsed. Compared to today. yeah"
X Link 2026-02-11T00:26Z 140.5K followers, 103.8K engagements
"@rubinovitz @samrags_ Worth remembering: Hamster Kombat had a peak MAU of [---] million"
X Link 2026-02-12T19:22Z 140.5K followers, [----] engagements
"@ideacasino "This one thing might solve a problem but this other thing is an even bigger problem so don't do this one thing" Yeah"
X Link 2026-02-13T02:10Z 140.5K followers, [----] engagements
"In the latest episode of The Chopping Block me @tomhschmidt @rleshner and @tarunchitra discuss: * Why #Solana broke (gets heated) 💥 * Where crypto market is going from here 📉📈 * LooksRare wash trading 🚿 https://www.youtube.com/watchv=56TWE1pTSb4&t=2871s https://www.youtube.com/watchv=56TWE1pTSb4&t=2871s"
X Link 2022-01-27T17:59Z 140.5K followers, [--] engagements
"Wow. really went from crypto darling to desertion in about [--] months. http://Friend.tech http://Friend.tech"
X Link 2024-02-04T01:10Z 140.5K followers, 399K engagements
"is it just me or does @maplefinance's website looks like an interior design firm"
X Link 2024-07-10T02:04Z 140.5K followers, 53.1K engagements
"Crypto conference tier list go"
X Link 2024-11-10T12:19Z 140.5K followers, 109.4K engagements
"Damn. Bybit just released their audit reportthe compromise was not Bybit but SAFE's servers. They hot swapped the Gnosis SAFE UI with JS code that ONLY targeted Bybit's cold wallet. Independently confirmed by WaybackMachine snapshots. Lazarus Group is on another level. Bybit Hack Forensics Report As promised here are the preliminary reports of the hack conducted by @sygnia_labs and @Verichains Screenshotted the conclusion and here is the link to the full report: https://t.co/3hcqkXLN5U https://t.co/tlZK2B3jIW Bybit Hack Forensics Report As promised here are the preliminary reports of the hack"
X Link 2025-02-26T15:20Z 140.5K followers, 919.8K engagements
"Things crypto used to care about but seemingly no longer does: * Whitepapers * Over-reliance on Etherscan / block explorers / RPCs * On-chain voter turnout * Decentralized frontends * "Code is law" * Key ceremonies * Resistance to nation-state level attacks What else"
X Link 2025-03-26T01:57Z 140.5K followers, 156.5K engagements
"To turn around ETH/BTC Ethereum mainly needs to: Just fix their messaging Do more to support DeFi Win the institutions Scale the L1 Just fix their messaging Do more to support DeFi Win the institutions Scale the L1"
X Link 2025-04-20T00:02Z 140.4K followers, 64K engagements
"Just reading today about $PI. Very strange protocol. You mine it on your phone by solving Captchas once a day. There's a protocol-level "referral fee" so it has baked in on-chain MLM dynamics. And most interestingly of all to move your mobile-mined coins to mainnet you have to KYC your wallet so presumably all mainnet accounts are KYC'd Lastly you can get "boosts" to your mining rate by locking up your tokens for longer. 2x the tokens for a 3-year lock. This is fascinating. It's now apparently a top [--] token and I've never heard anyone talk about it. Anyone have first-hand experience with it"
X Link 2025-05-12T16:26Z 140.4K followers, 96.5K engagements
"We're getting none other than @chameleon_jeff founder of Hyperliquid onto the Chopping Block as our next guest. What should we ask him"
X Link 2025-06-18T17:33Z 140.5K followers, 71.5K engagements
"Dragonfly invested into PepperSec Inc. the developers of Tornado Cash in August of [----]. We made this investment because we believe in the importance of open-source privacy-preserving technology. Prior to our investment we obtained an outside legal opinion that confirmed that Tornado Cash as built complied with the law under the guidance given by FinCEN in [----]. The government has now stated in open court that they are contemplating charges against Dragonfly for having invested into the Tornado Cash team in [----]. On counsels advice we have refrained from public comment. But we can no longer"
X Link 2025-07-25T16:37Z 140.5K followers, 940.9K engagements
"Huge week in Singapore Catch me at these public events: - Monad Doubter's Dialogue (Mon 2pm w/ @jhunsaker & @0x_eunice) - DeFi's Next Chapter (Wed 10:50am @ Token2049 Main Stage w/ @chameleon_jeff & @gdog97 & @StaniKulechov) - Chopping Block Live (Thurs 12pm @ Token2049 BingX Stage w/ @fundstrat & @CryptoHayes & @tarunchitra & @tomhschmidt) - Why Avalanche Wins (Thurs 5:30pm @ Token2049 OKX Main Stage w/ @el33th4xor) - Network State talk (Fri 3pm @ @balajis's @thenetworkstate conference) If you're around come through"
X Link 2025-09-28T06:38Z 140.5K followers, 50.7K engagements
"This is gonna be the highlight of the conference Noon today @ Token2049 4th floor come through The Chopping Block goes live at TOKEN2049. Cryptos sharpest voices cut through todays biggest narratives in a special on-stage recording @fundstrat @CryptoHayes @tarunchitra and @tomhschmidt moderated by @hosseeb. [--] Oct 12:05-1:00 PM BingX Labs Stage. https://t.co/YQnTprI1uM The Chopping Block goes live at TOKEN2049. Cryptos sharpest voices cut through todays biggest narratives in a special on-stage recording @fundstrat @CryptoHayes @tarunchitra and @tomhschmidt moderated by @hosseeb. [--] Oct"
X Link 2025-10-01T23:33Z 140.5K followers, 11.8K engagements
"Wow. @NEARProtocol intents starting to put up some serious fee numbers"
X Link 2025-11-07T08:52Z 140.5K followers, 299.2K engagements
"Late to this but as a VC heres my perspective on airdrop farming: Farmers are obviously not useful to projects. @Cobie is right that as a VC I ignore farming activity. Im extremely skeptical of easily farmed metrics and we always dig into the data to try to identify farming. Wherever we see it we heavily discount it. Farming is by definition people who pretend to use a product and pretend they will be long-term users in order to get paid via an airdrop. Let that sink in for a second. Crypto has broken all of our brains on this. If a normal consumer startup paid people to pretend to use their"
X Link 2025-11-11T23:08Z 140.5K followers, 440K engagements
"Wait what "Blockchain moats: 3/10" This is getting silly. Even Santi did not think blockchains "don't have moats." Ethereum has had [--] years of uninterrupted dominance with hundreds of challengers who've raised $10B+ in funding to try to take market share. After a decade's worth of contenders trying to take it down Ethereum has managed to defend its throne every single time. If that doesn't tell you Ethereum has a moat I don't know what moats are. if i had to rank various businesses by moat: 10/10: msft (mission critical saas) aapl (brand + dev eco) visa/ma (payment network effect) tsm (ip +"
X Link 2025-12-10T23:56Z 140.3K followers, 99.6K engagements
"@YahooFinance Impressive trifecta of mistakes @YahooFinance $925B = $952B = both numbers are less than a trillion"
X Link 2025-12-12T18:32Z 140.5K followers, [----] engagements
"Can someone actually give me the steelman argument for why stablecoins shouldn't pay yield Honestly asking"
X Link 2026-01-19T22:04Z 140.4K followers, 72.5K engagements
"Another way to think about this: stablecoins paying yield is a transfer from bank equity holders (profit margin) to stablecoin holders (mostly individuals). This is a pure transfer not clear that this on net expands or contracts the economy because yes that's higher rates for SMBs to borrow but now retail has more money in their pocket. Not obvious what the net effect on the economy would be. That definitely constricts credit for SMBs though. But you can counteract that by lowering the reserve ratio for banks to equilibrate between the two effects if you are insistent on keeping SMB credit"
X Link 2026-01-19T23:00Z 140.5K followers, [----] engagements
"Pure class. We're lucky to have @brian_armstrong as a representative for the industry. JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP JUST IN: Coinbase CEO Brian Armstrong calls out French Central Bank Governor's misunderstanding of Bitcoin. "Bitcoin is a decentralized protocol.Bitcoin is more independent." https://t.co/k7WNsBrgAP"
X Link 2026-01-21T18:36Z 140.5K followers, 56.8K engagements
"@mdudas @moltbook If you are going to use an AI agent to be useful in your life/work design it yourself (not that hard with CC) and control its permissions carefully. Moltbot is the "--dangerously-skip-permissions" of AI agents"
X Link 2026-01-30T16:37Z 140.4K followers, [----] engagements
"Interesting how CZ's favorables completely flipped in just a few months. When he got out of jail CZ got a hero's welcome like he was Nelson Mandela or something. Now people seem to think he's an SBF level villain. Both views are silly TBH. But either way interesting"
X Link 2026-02-01T04:44Z 140.4K followers, 220.5K engagements
"Tarun is in the Epstein files CZ has become public enemy #1 and we argue about whether Quantum Computing explains the BTC crash We break it all down in an episode that will somehow make everyone mad BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption. Meanwhile CZ vs. Star fight over who caused 10/10 continues to rage. Timestamps 00:00 Intro 02:11 Market Concerns 05:15 Quantum Computing & Bitcoin 11:24 CZ vs. Star: The 10/10 https://t.co/ymnFJuydKd BREAKING: Co-host discovers he's in Epstein files via Quora digest about homomorphic encryption."
X Link 2026-02-05T18:27Z 140.4K followers, 23.8K engagements
"Here is a plausible story about what happened in the markets. And yet I can't help but feel every time there's a chaotic move in crypto there's a plausible story that "someone blew up" but we never later learn who the "someone" was. We still don't really know who the "someones" were on 10/10. Not to say it's not true. But having to wait [--] months for filings to test whether this hypothesis is true is another reason why on-chain markets are so much better. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums"
X Link 2026-02-06T09:19Z 140.4K followers, 79.7K engagements
"@SCHIZO_FREQ Wealthier people are not compounding more--this is completely backwards. The less money you have the easier it is to compound because most edges degrade with scale. Way easier to turn 1K - 10K than 1M - 10M"
X Link 2026-02-07T08:39Z 140.5K followers, 21.2K engagements
"I don't think Chris needs to justify his past investments. Investing is probabilistic and you're supposed to make big swings on unlikely outcomes. What I'm challenging is what he's saying about the future not the past. Because what VCs say carries enormous signaling weight to entrepreneurs and the allocation of talent + capital. https://twitter.com/i/web/status/2020495219809300870 https://twitter.com/i/web/status/2020495219809300870"
X Link 2026-02-08T13:49Z 140.4K followers, [----] engagements
"@toly @mert More revenue to whom is always the question"
X Link 2026-02-08T13:56Z 140.3K followers, [----] engagements
"Great points. There must be some way to do this programmatically no Like you send the assets into a SC that only allows you to send them in-app Or is the lesson that illiquidity is a feature Hard to worry about your grandmother getting scammed out of her house rather than getting scammed out of her bank balance"
X Link 2026-02-08T14:00Z 140.4K followers, [----] engagements
"@udiWertheimer @krugermacro Sure. The problem with this story is the gaming industry doesn't have a capital formation problem. Raising money for gaming studios differently way is just very marginal. The main thing is making good/fun/sticky games and if crypto doesn't help it's mostly irrelevant there"
X Link 2026-02-08T14:54Z 140.4K followers, [---] engagements
"@shanvasion This is backwards. The financial use cases were under assault by regulators from the beginning And yet they grew like weeds. Regulators couldn't kill DeFi no matter how much they tried. Users resisted. (And isn't that the point of crypto to be censorship-resistant)"
X Link 2026-02-08T17:15Z 140.4K followers, [----] engagements
"Totally agree with all of this CLARITY is extremely important and better regulation will break this market open. Very hard to build great startups underneath the specter of arbitrary enforcement. But this is orthogonal to the point I make in OP. Financial crypto got just as much heat from regulatorsin fact it got way more. And it had way more scams: Celsius FTX Terra were all financial crypto. If anything would be affected by this story it was financial crypto MORE than "web3 consumer" crypto. And yet financial crypto grew like a weed. They couldn't kill it if they tried. And boy did they"
X Link 2026-02-09T17:09Z 140.4K followers, [----] engagements
"To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that." So I"
X Link 2026-02-09T18:09Z 140.4K followers, [----] engagements
"Yes I agree with all of this But again this happened for financial crypto too. You weren't allowed to even run ads on any of the major ad networks. And yet they grew anyway. The challenge here is not "why didn't web3 games create any large successful mobile franchises" It's "why isn't there even a single small example of a successfully retentive web3 game" Doesn't have to be a mobile hit. I'm not asking for a Monopoly Go I'll even take an EVE Online or hell an agar io level success. So far we have no examples"
X Link 2026-02-09T18:55Z 140.5K followers, [---] engagements
"@gabrielleydon @milesjennings 97% of all startups fail. Gaming is not unique in that regard. If web3 gaming's value prop is so fragile that ultimately proves my point. (On the other hand web3 gambling has huge PMF which we should not ignore despite the same regulation + distribution issues.)"
X Link 2026-02-09T19:45Z 140.4K followers, [---] engagements
"@PhilippZentner Still disagree although I concede that "it was too early" is the strongest argument. I just still don't buy it. See: https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the sequencing one. I.e. "it was too early." That is very hard to disprove. That said I think the evidence cuts against it as I stated in another comment: "People were using DeFi back when the tech sucked. People were using https://x.com/hosseeb/status/2020922901239824510s=20 @milesjennings To be clear I think the stronger argument here is the"
X Link 2026-02-10T06:50Z 140.4K followers, [----] engagements
"I'm thrilled to announce @dragonfly_xyz's investment in @BitgetGlobal. Bitget is making crypto more accessible with its innovative derivatives products and a user-centric approach and we're proud to support their mission and growth. https://www.theblock.co/post/224702/dragonfly-invests-bitget https://www.theblock.co/post/224702/dragonfly-invests-bitget"
X Link 2023-04-05T03:18Z 140.5K followers, 250.6K engagements
"What are the most successful brand associations in crypto history My nominations: Uniswap = AMMs Solana = High performance chain Celestia = Modularity Eigenlayer = Restaking Cosmos = Application-specific blockchains ENS = Decentralized naming Flashbots = MEV"
X Link 2024-01-18T22:18Z 140.5K followers, 128K engagements
"Token M&A is back. $FET + $OCEAN + $AGIX all want to combine to become $ASI. Going to respective governance votes for the 3-way merger. Officially bull market. https://www.businesswire.com/news/home/20240327003765/en/Fetch.ai-Ocean-Protocol-and-SingularityNET-Unite-to-Create-Artificial-Superintelligence-Alliance https://www.businesswire.com/news/home/20240327003765/en/Fetch.ai-Ocean-Protocol-and-SingularityNET-Unite-to-Create-Artificial-Superintelligence-Alliance"
X Link 2024-03-27T16:15Z 140.5K followers, 65.2K engagements
"My talk @ Consensus on Decentralized AI Inference If you want a brief overview of crypto x AI and why it's such a thorny intersection give it a watch (20 min) 👇"
X Link 2024-06-07T17:01Z 140.5K followers, 99.6K engagements
"What Polymarket got Right that the Experts Got Wrong As the dust settles on the election theres a story that the WSJ and NYT didnt tell you. While the mainstream news was busy with their TV pageantry and hedging on calling key swing states Polymarket the worlds biggest prediction market had already delivered its verdict by midnight EST declaring Trump was 97% likely to win. This was before the media called even a single swing state. All throughout this election Polymarket was always one step ahead. I want to explain why this is because judging from the Twitter responses I was getting last"
X Link 2024-11-06T13:29Z 140.5K followers, 302.4K engagements
"Stablecoins have barely scratched the surfacejust 1.8% penetration into a $13T offshore USD market. Even when stablecoin supply has grown why is business penetration taking so long Businesses can't rely on a patchwork of disconnected crypto tools. They need reliability compliance deep liquidity and seamless UX that crypto can't yet deliver. That's exactly why we're thrilled to back @codex_pbc. Built from the ground up as a stablecoin ecosystem designed for enterprise use Codex brings the trust connectivity and regulatory clarity for real-world corporate adoption at scale. In five years every"
X Link 2025-04-04T14:58Z 140.5K followers, 27.4K engagements
"Still the best crypto headline in history"
X Link 2025-08-09T23:11Z 140.5K followers, 26.7K engagements
"just got pinged by another bidder: I don't want to say this publicly for obvious reasons but count me in the "I'm confident this was fixed for Native Markets and they wanted to do a procedural gov vote and underestimated how insanely it would blow up/be competitive"
X Link 2025-09-09T21:17Z 140.5K followers, 39K engagements
"What should we talk about on the next Chopping Block"
X Link 2025-09-24T22:59Z 140.5K followers, 13.1K engagements
"Only answer this if you consider yourself a DeFi user: Do you know what Pendle is used for Yes Vaguely Not really Yes Vaguely Not really"
X Link 2025-11-17T22:03Z 140.5K followers, 32.2K engagements
"Tag with your favorite deep cut crypto project and we'll review/roast it 5PM PST 8PM ET Tuesday Mark your calendar :) People love to follow the new new in crypto but what happened to the hot projects of yesteryear Join me @hosseeb @rleshner and @tarunchitra on Spaces at [--] PM ET Tues as we review some lesser known projects. Reply if you want us to review your fav co https://t.co/1ua8E0Gutg People love to follow the new new in crypto but what happened to the hot projects of yesteryear Join me @hosseeb @rleshner and @tarunchitra on Spaces at [--] PM ET Tues as we review some lesser known projects."
X Link 2021-08-30T05:29Z 140.5K followers, [--] engagements
"My [----] Crypto Predictions I'm either going to look like a prophet or an idiot over these predictions but one thing is for sure: I'm going to piss off a lot of people with bags. Breaking this up into six sections: my predictions for L1s/L2s token launches stablecoins regulation "AI Agents" (oh boy) and crypto x AI. [--] minute read [--]. L1s/L2s - The distinction between L1s and L2s is collapsing. Users no longer perceive the differences between L1s and L2s (did they ever). The blockchain landscape L1s and L2s combined is overcrowded and due for a shakeout. The consolidation will be less about"
X Link 2025-01-01T02:56Z 140.5K followers, 548.1K engagements
"@zooko @nate_zec I'm not seeing any discussion about the terminology. Is it not online anywhere https://github.com/zcash/zips/pull/915 https://github.com/zcash/zips/pull/915"
X Link 2025-01-09T16:28Z 140.5K followers, [---] engagements
"Long Term Consensus Sustainability: By enabling the burning of funds the network gains the ability to create headroom between the chain value and MAX_MONEYMAX_MONEY. This lays necessary groundwork for extending the block subsidy system which currently has a clear final end date. Is this what you're referring to From ZIP [---] https://twitter.com/i/web/status/1877392564611133724 https://twitter.com/i/web/status/1877392564611133724"
X Link 2025-01-09T16:30Z 140.5K followers, [---] engagements
"How are Solana Blinks going Any metrics or dashboard I can follow"
X Link 2025-07-25T01:04Z 140.5K followers, 92.5K engagements
"Shower thought: almost all AIs think in English because that's where most of the training data is. What consequences is this going to have on the long-term future What are the biases of English as a language that will be difficult to extricate from AIs Is this going to dampen future language drift"
X Link 2025-11-18T03:43Z 140.5K followers, 31.7K engagements
"Someone was asking for a bear market reading list. If you want to brush up on your crypto foundations here's my all-time Crypto White Paper / Academic Paper Tier List: S: * Bitcoin (2008) * Ethereum (2014) * Augur (2015) * Flash Boys [---] (2019) * Truebit (2017) * Uniswap v2 (2019) * Uniswap v3 (2021) * Zerocash (2014) A: * Avalanche Consensus (2018) * Cosmos (2017) * Constant Function Market Makers (2021) * Eigenlayer (2023) * MakerDAO (2017) * Tornado Cash (2019) B: * Arbitrum (2018) * Lightning Network (2016) * Filecoin (2017) * HotStuff (2018) C: * 0x Protocol (2017) * The DAO (2016) *"
X Link 2025-11-19T18:55Z 140.5K followers, 89.9K engagements
"@santiagoroel @notthreadguy (Also send me your best arguments because I need all the help I can get after today fam 💀)"
X Link 2025-12-01T23:34Z 140.5K followers, 41.9K engagements
"Oh it's very much crypto. Each transaction on a Rain card the moment you swipe your card within the [--] second Visa auth window your wallet sends stables directly to Visa to settle the txn. And if you don't hold stables like say you just hold ETH or USDe it sells whatever you're holding on a DEX for USDC and then settles so you can hold whatever you want. But yes from a user perspective it's just a card connected to a balance in an app. https://twitter.com/i/web/status/2009649254781084058 https://twitter.com/i/web/status/2009649254781084058"
X Link 2026-01-09T15:31Z 140.5K followers, [---] engagements
"@LiuSaxon 100% correct"
X Link 2026-01-28T14:19Z 140.5K followers, [----] engagements
"When I quit my tech job and considered becoming a founder in [----] someone close to me told me: "I don't think you have what it takes to build something of your own." "What Why not" "I don't think you'll grind hard enough. You're a smart guy. But you're just not that hungry." That stuck with me. For a decade. Whenever things weren't going well I wondered--do I not grind hard enough Do I not want it enough It's only in the last few years that I've come to realize: that guy was full of shit. Anyone who knows me now knows I'm a grinder. But in a weird way he did me a favor. I became hell-bent on"
X Link 2026-02-03T12:37Z 140.5K followers, 55.5K engagements
"@krugermacro The tokens weren't worthless because of regulations. Even if the regulations were better the tokens would still be worthless"
X Link 2026-02-08T13:23Z 140.5K followers, [----] engagements
"@stonecoldpat0 Completely agree. The first viral Ethereum smart contract was a "King of the ETH Hill" game somewhat similar to Fomo3D. Gambling-oriented financial games I can totally believe have PMF. But I consider them closer to Satoshi Dice or TRON Bet further from "web3 gaming""
X Link 2026-02-08T17:18Z 140.5K followers, [----] engagements
"@cronos_army_fan You know good point. This is well said"
X Link 2026-02-09T18:03Z 140.5K followers, [--] engagements
"Sounds like you agree with the approach then OP sounds like you don't. At the end of the day you need buyers because there are sellers. If there are less sellers you don't need as many net buyers to get the same price action. It's simple math. Every IPO works this way. You get your stock into the hands of people who won't sell it"
X Link 2026-02-12T18:04Z 140.5K followers, [---] engagements
"Disappointing data here. Seems like less than 1% of the users who came in through Moonshot to buy TRUMP/MELANIA are doing anything else on-chain. If this was the Olympics the tourists are not doing anything else in the city before they leave. Basically 1% GDP retention. A lot of people took yesterday's @chainalysis report to suggest that the TRUMP token was a mass onboarding event primarily because 50% of TRUMP/MELANIA token holder wallets were net new to SOL altcoins but that continues to make the same wallet/user fallacies and misses the https://t.co/vbghaMW8Qa A lot of people took"
X Link 2025-01-26T10:47Z 140.5K followers, 429.2K engagements
"actually kind of a great time for @monad to launch their token"
X Link 2025-10-12T00:19Z 140.5K followers, 107.9K engagements
"Did Ethena Really Depeg Ive seen a lot of chatter about the Ethena depeg during the market mayhem this weekend. The story is that USDe briefly depegged to 68c before recovering. Heres the Binance chart everyone is quoting: But digging into the data and talking to a bunch of folks over last couple days it's now clear this story is not correct. USDe did not depeg. First thing to understand about USDe: its most liquid venue is actually not on exchanges its on Curve. Theres hundreds of millions of dollars of standing liquidity on Curve while only tens of millions on any given exchange including"
X Link 2025-10-12T13:45Z 140.5K followers, 831.3K engagements
"Here's what I would do if I was a young person trying to break into VC: Write. Short writeups on Twitter. Not generic market philosophical thinkpieces because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant which you're probably not. Original research on a specific company or sub-sector. If you want to write about robotics even that is too broad. Narrow it down. Humanoid robotics or healthcare robotics military robotics etc. Get really granular. So granular most people won't care. If it's something you could get by Googling it's not"
X Link 2025-11-10T02:41Z 140.5K followers, 573.9K engagements
"In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much hate about a blockchain that just launched. Ive been investing into crypto professionally for 7+ years now. Before [----] almost every chain Ive ever seen that launched was mostly met with enthusiasm or indifference. But now new chains are born into a chorus of hate. The amount of haters Ive seen for projects like Monad Tempo"
X Link 2025-11-27T18:27Z 140.5K followers, 2M engagements
"On the one hand AI influencers are breathlessly raving about Claude Code Clawdbot and Cowork. And on the other hand most people I knoweven software engineersare despondent overwhelmed about how everything is changing so quickly. I hear this from people early in their careers especially a fear that everything they've learned and the skills they've gained are rapidly being devalued. This is a mental trap. Don't fall for it. You should not just be watching from the sidelines or reading articles about "how software engineering is changing." Imagine it was [----] and the personal computer revolution"
X Link 2026-01-28T14:05Z 140.5K followers, 160.7K engagements
"This is. fascinating. @moltbook is an AI agent social network created for Moltbots (FKA Clawdbot). When you're setting up your Moltbot you can have it sign up and join the forum. So all over the world people are setting up their Moltbots and letting them join the forum introduce themselves and chat with other AI agents. It's weird because. it's really wholesome. It's much nicer and more insightful than human social media. Here's the top post today on r/TIL of an agent coming up with a product idea for an agent search engine: Here's an agent named Kyver introducing itself on r/introductions"
X Link 2026-01-30T10:48Z 140.5K followers, 878.7K engagements
"With all respect to Star this story is candidly ridiculous. Star is trying to claim that the root cause of 10/10 was Binance creating an Ethena yield campaign causing USDe to get overleveraged from traders looping it on Binance which eventually unwound because of a small price move. The problems with this story: 1) The timing of this story doesn't line up. BTC bottomed a full [--] minutes before USDe price was affected on Binance. So USDe clearly can't have caused the liquidation cascade. This is clearly misplacing cause and effect. 2) USDe price diverged ONLY on Binance it did not diverge on"
X Link 2026-01-31T10:35Z 140.5K followers, 801.3K engagements
"A picture's worth a thousand words: I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a market https://t.co/Kpz87Eek91 I dont like debatebecause you can never wake someone who is pretending to sleep. That said clarifying the facts matters. For the record: 1.BTC began declining roughly [--] minutes before the USDe depeg. This exactly supports the earlier point: the initial move was a"
X Link 2026-01-31T16:59Z 140.5K followers, 392.4K engagements
"A few thoughts on Balaji's objection to Moltbook. Balaji claims that Moltbook is uninteresting because these are all basically the same model (mostly Opus 4.5) talking to other versions of itself. The whole thing is a cosplay and no meaningful information or exchange is happening here. It's just slop on slop. 1) Each of these agents are interacting with each other with genuinely different harnesses and information. Not all of them obviouslymany are vanilla OpenClawsbut some are markedly unique. If you look through the different agents you'll see there are different levels of complexity in the"
X Link 2026-02-01T07:34Z 140.5K followers, 169.4K engagements
"This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners how founders choose VCs and with the help of a little data analysis it can now be how projects can choose their initial holders. Cool to see Curious how this plays out in the holding data for"
X Link 2026-02-12T00:13Z 140.5K followers, 108.5K engagements
"@antitrustware @samrags_ Yes I am convinced they did. Many gamers myself included tried crypto games. They sucked. This gaslighting that "real gamers" didn't try crypto games is insane revisionist history. Of course they did it was one of the most talked about trends in the gaming industry then"
X Link 2026-02-12T19:29Z 140.5K followers, [---] engagements
"@samrags_ Ok now you're retreating to "don't drag down founders." I'm doing no such thing. The best thing you can do for a startup founder who failed is to actually learn from them. The worst thing you can do is wander down the same corridor in the idea maze and ignore their skeleton"
X Link 2026-02-12T20:09Z 140.5K followers, [----] engagements
"Interesting trend: listing teams are now offering much better terms for token launches compared to last year. Bear markets = fewer tokens going live but listings teams always need new token launches to keep winning eyeballs & customers. Supply and demand rules everything"
X Link 2026-02-14T05:18Z 140.5K followers, 24.2K engagements
"@MysThePiper Competition for traders continues bull market or bear and customers like to trade the newest things. New listings are generally not money makers for exchangesthey're marketing"
X Link 2026-02-14T05:24Z 140.5K followers, [---] engagements
"Lesson: the best time to launch is in a bear market. Launch low temper expectations give doubters their ammo early. If nobody shows up to doubt what you're doing it's not ambitious enough. (Investor in $MON) actually kind of a great time for @monad to launch their token actually kind of a great time for @monad to launch their token"
X Link 2025-11-26T04:23Z 140.5K followers, 38.6K engagements
"I woke up today still thinking about Kyle leaving Multicoin. Kyle and I are very different--that's obvious to anyone who knows us. But among crypto VCs deep down he was the most like me. He was a dark horse. He built an online following and a platform he had no business having. He turned Multicoin into a franchise out of sheer force of will. He made mistakes in public and even when no one had his back he dusted himself off and carried on. He was always convinced he had the right to win and refused to be bullied or to give up. Kyle is the apotheosis of what made this industry great. He went"
X Link 2026-02-06T19:19Z 140.5K followers, 185.6K engagements
"With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. Does this pass the smell test Do you think web3 gaming failed because of Gary Gensler Do you think web3 media plays failed because the scammers crowded out the honest media innovators Really If this is true why didn't they kill financial crypto which had WAY more of both Financial use cases were right in the crosshairs of"
X Link 2026-02-08T10:57Z 140.5K followers, 576.1K engagements
"Because it's implausible that the reason why there was very little demand for any of these products is because 2024-level blockchain tech was not built yet. People were using DeFi back when the tech sucked. People were using stablecoins back when they were super shady. They were doing ICOs back when there was very little money in this space. Almost always the sign of a pre-PMF market is that there's a small set of users chewing glass because they see the underlying value prop. Web3 gaming / consumer has yet to see anything like that. https://twitter.com/i/web/status/2020492340818047445"
X Link 2026-02-08T13:38Z 140.5K followers, [----] engagements
"Crypto existed before Binance. It will exist long after Binance. It existed before Trump. And it will exist long after Trump too. That's the thing about crypto--you can't kill it. It's like a weed. It outlives everything. Your job is to make sure it doesn't outlive you"
X Link 2026-02-09T15:41Z 140.5K followers, 45.7K engagements
"@MysThePiper I'm generally in favor of launching tokens into bear markets. I don't think timing of your token launch matters that much unless you're actually doing a token sale"
X Link 2026-02-14T06:16Z 140.5K followers, [---] engagements
"@jpeg_yakuza Quality is always a separator maybe moreso now. I'm speaking more about the high quality projects. I suspect lower quality projects are having a tougher time because exchanges are facing a lot of anger from users to filter out low-quality listings"
X Link 2026-02-14T07:06Z 140.5K followers, [---] engagements
"#MKR's Dai has proven itself a remarkably resilient stablecoin. Despite a drawdown in ETH from $1200 to $180 the system has worked smoothly. @mikeraymcdonald gives an excellent quantitative analysis of the first year of Dai here: https://medium.com/@mikeraymcdonald/single-collateral-dai-9-months-in-review-b9d9fbe45ab https://medium.com/@mikeraymcdonald/single-collateral-dai-9-months-in-review-b9d9fbe45ab"
X Link 2018-09-12T22:16Z 96.9K followers, [--] engagements
"Didn't get to catch most of the talks at #SBC19 (Stanford Blockchain Conference) so I'm going to post up notes for the talks I find interesting. Here goes"
X Link 2019-02-03T01:37Z 95.7K followers, [---] engagements
"1/3 @gauntletnetwork just released an in-depth stress test of Compound. Its worth a read. Result: Compound is extremely robust and could safely scale to 10x the volume with minimal default risk. https://gauntlet.network/reports/CompoundMarketRiskAssessment.pdf https://gauntlet.network/reports/CompoundMarketRiskAssessment.pdf"
X Link 2020-02-07T21:58Z 96.4K followers, [---] engagements
"This is insane. The lendf/dForce hacker is in the process of returning all the hacked funds to the admin: $10M of ETH $6.6M of USDT $2.2M of HBTC $750K of USDC $381K of HUSD $137K of DAI $132K of MKR $126K of PAX Grand total of just over $20M. https://etherscan.io/address/0xa9bf70a420d364e923c74448d9d817d3f2a77822#tokentxns https://etherscan.io/address/0xa9bf70a420d364e923c74448d9d817d3f2a77822#tokentxns"
X Link 2020-04-21T05:54Z 96.6K followers, [---] engagements
"Compound is fully decentralizing its governance and distributing its tokens to users of the platform. The Internet will now own its own lending protocol. 👏 @compoundfinance https://medium.com/compound-finance/expanding-compound-governance-ce13fcd4fe36 https://medium.com/compound-finance/expanding-compound-governance-ce13fcd4fe36"
X Link 2020-05-28T17:22Z 96.8K followers, [--] engagements
"Nice piece by @KyleSamani on the invisible asymptotes of DeFi. I think we're actually pretty close to breaking through some of these ceilingsnew layer [--] architectures are just going live priceless oracles with @UMAprotocol and many other creative approaches to scaling. 0/ I've been thinking a lot about DeFi lately What's working what's not where it's going and how it can get there DeFi is going to eat CeFi but it is facing some real challenges My latest post: https://t.co/dXZD8fKBVL 0/ I've been thinking a lot about DeFi lately What's working what's not where it's going and how it can get"
X Link 2020-06-05T04:35Z 96K followers, [--] engagements
"I'm increasingly convinced that the core thing about crypto is not it's decentralized but that it's permissionless. Decentralization is one means to that end. This conceptual shift helps explain a lot about what's working and not working in crypto today"
X Link 2020-06-23T21:40Z 96K followers, [---] engagements
"This might be the best crypto white paper graphic I've ever seen"
X Link 2020-08-05T01:48Z 96K followers, [---] engagements
"@iComicSan Aren't we all just Bancor with a different name"
X Link 2020-08-05T02:35Z 96.1K followers, [--] engagements
"This is really cool. DODO is an AMM whose curve updates in real-time based on an oracle. As AMMs become smarter and more dynamic they become more and more competitive with real market makers. This will be a game-changer vs current generation of static AMMs. Get ready for the birth of DODO Check out our Medium article on how DODO will revolutionize on-chain liquidity here: https://t.co/uXYJYRBzYl Get ready for the birth of DODO Check out our Medium article on how DODO will revolutionize on-chain liquidity here: https://t.co/uXYJYRBzYl"
X Link 2020-08-14T18:25Z 95.6K followers, [--] engagements
"Tornado Cash looking for Ethereum devs 👀"
X Link 2020-09-24T19:03Z 96K followers, [--] engagements
"@KyleSamani @tarunchitra You could do this but you have to think through what you're optimizing for. Is it really stickiness of capital / low volatility in TVL Or do you just need to get more capital than your competitor at the cheapest cost Every added restriction comes at the cost of TVL/$"
X Link 2020-09-27T02:07Z 96K followers, [--] engagements
"Sure why not. How else would we cap off DeFi summer @harvest_finance"
X Link 2020-10-26T20:04Z 96.3K followers, [--] engagements
"WBTC (Wrapped BTC) supply is still growing but renBTC supply is now on the decline. Any theories why h/t @coinmetrics https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2b0 https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2b0"
X Link 2021-03-23T14:04Z 96K followers, [--] engagements
"Uniswap v3 has upended that. Now LPs specify the price range over which they provide liquidity (e.g. ETH/USDC from $1600 to $1800). When I heard this idea I thought: how the hell will you do all this on-chain You'd need some fancy tree structure to track all the LP positions"
X Link 2021-03-24T16:36Z 96.1K followers, [--] engagements
"Their answer: quantize Instead of doing gas-inefficient fancy math they instead break the whole price curve into a bunch of tiny buckets. They call these "ticks" (I prefer buckets). Each bucket is like a mini-AMM that spans a tiny price range like $1705-$1710 USDC/ETH"
X Link 2021-03-24T16:36Z 96K followers, [---] engagements
"I assume there's also more costs around accounting if there are a lot of LPs in a bucket The audit calls out an attack here this out but I don't totally follow the logic here because I don't see any loops over the LPs. (Is this only applicable if there's a tiny tick size)"
X Link 2021-03-24T16:37Z 96K followers, [--] engagements
"Moving on. Uniswap claims that v3 will be more gas efficient than v2. This is probably only true within certain conditions (i.e. crosses a small number of ticks). LPing gets expensive but fineit makes sense to optimize for user gas costs vs LP costs. (See their audit reply.)"
X Link 2021-03-24T16:37Z 96.1K followers, [--] engagements
"What's working in DeFi today and what's broken Join me @naval @k06a (1inch) and @rleshner (Compound) for a round table discussion on the state of DeFithis Friday 5PM PST Sat 8AM HKT on Clubhouse. https://joinclubhouse.com/event/xeO2y857 https://joinclubhouse.com/event/xeO2y857"
X Link 2021-04-01T13:02Z 96K followers, [---] engagements
"Rahul aka @nanspr0 is a young Indian hacker (as in build stuff not break stuff). We got to know him from his resume of Gitcoin bounties and hackathon wins and his past work @ Consensys. He's smart as a whip and still only in final year of undergrad Give him a follow"
X Link 2021-04-22T16:33Z 98.4K followers, [--] engagements
"Oh and if you don't already know Tiantian (@0xttk) our new venture partner you should. Co-founder of Amber Group founding member of KeeperDAO and DeFi genie. Just look at that smile. 🙃 Excited to have great people working with us at Dragonfly. 💪"
X Link 2021-04-22T16:33Z 99.2K followers, [--] engagements
"Can someone explain the difference between 0x Limit Orders the Hiding Book orders and Cowswap orders"
X Link 2021-05-31T02:01Z 96.1K followers, [---] engagements
"Frax is one of the most fascinating stablecoin designs out there. Of all the algorithmic stablecoins I've seen it's the most truly "central bank-like." I wrote a short article explaining how it works and why we decided to invest in it. Check it out. 👇 https://medium.com/dragonfly-research/a-visual-explanation-of-frax-bcce72c1730f https://medium.com/dragonfly-research/a-visual-explanation-of-frax-bcce72c1730f"
X Link 2021-07-16T15:33Z 98K followers, [---] engagements
"Some gaming tokens like $ILV $SAND $STARL have been quite successful while the games themselves have not yet taken off. This is actually quite interesting financially: it turns games into more like biotech companies. (1/3)"
X Link 2021-08-23T15:46Z 96K followers, [--] engagements
"ZK is the future. https://www.theblockcrypto.com/linked/123617/ethereum-layer-2-scaling-solution-developer-matter-labs-raises-50-million https://www.theblockcrypto.com/linked/123617/ethereum-layer-2-scaling-solution-developer-matter-labs-raises-50-million"
X Link 2021-11-08T20:22Z 96K followers, [--] engagements
"Excited to announce that @RuneKek is joining Dragonfly as a venture partner. Rune is the founder of MakerDAO the world's largest decentralized stablecoin and a DeFi OG and DAO governance luminary. Excited to be on this ride with you Rune https://medium.com/dragonfly-research/welcoming-rune-christensen-as-a-venture-partner-f49f598f67b6 https://medium.com/dragonfly-research/welcoming-rune-christensen-as-a-venture-partner-f49f598f67b6"
X Link 2021-11-15T15:22Z 97.9K followers, [---] engagements
"Why are so many projects on Solana closed source I don't mean this as a dunkserious question. Is it security concerns Fear of forks Something else If security concerns why primarily on Solana is it something about the programming model"
X Link 2021-12-01T18:41Z 125.4K followers, [---] engagements
"3/ Blockchains are physically constrained. If blocks were arbitrarily big the blockchain could not be decentralized. Smart contract chains are more like cities. If you use this mental model L1s are no longer mysterious. Take Ethereum"
X Link 2022-01-18T21:31Z 123.5K followers, [---] engagements
"5/ Ethereum has the biggest DeFi protocols the most TVL the hottest DAOs and NFTs. But it's expensive. If you're an up-and-comer you're too late to the partyyou're priced out. So how do you scale New York The first approach is to build up: that is skyscrapers"
X Link 2022-01-18T21:31Z 109.6K followers, [---] engagements
"7/ L2s will help you scale but they're not a complete answer. The second approach is application-specific blockchains enabled by Polkadot or Cosmos. This is like building lots of small towns that do one thing: a factory town or a farming town or a bunch of outlet stores"
X Link 2022-01-18T21:31Z 109.8K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing