# ![@noahseidman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::38810696.png) @noahseidman Captain Rational 🧮📐✏️

Captain Rational 🧮📐✏️ posts on X about $move, money, bitcoin, $crv the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::38810696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::38810696/c:line/m:interactions.svg)

- [--] Week [---------] +22,731%
- [--] Month [---------] +2,783%
- [--] Months [---------] +355%
- [--] Year [---------] +237%

### Mentions: [--] [#](/creator/twitter::38810696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::38810696/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [--] +2.40%
- [--] Months [---] +21%
- [--] Year [-----] +27%

### Followers: [------] [#](/creator/twitter::38810696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::38810696/c:line/m:followers.svg)

- [--] Week [------] +0.04%
- [--] Month [------] -0.12%
- [--] Months [------] +4.30%
- [--] Year [------] +4.30%

### CreatorRank: [---------] [#](/creator/twitter::38810696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::38810696/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [exchanges](/list/exchanges)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$move](/topic/$move), [money](/topic/money), [bitcoin](/topic/bitcoin), [$crv](/topic/$crv), [crypto](/topic/crypto) #6658, [fintech](/topic/fintech), [ethereum](/topic/ethereum), [crv](/topic/crv), [$dgb](/topic/$dgb), [$btc](/topic/$btc)

**Top assets mentioned**
[BlueMove (MOVE)](/topic/$move) [Bitcoin (BTC)](/topic/bitcoin) [Curve DAO Token (CRV)](/topic/$crv) [Ethereum (ETH)](/topic/ethereum) [DigiByte (DGB)](/topic/$dgb) [Kyber Network Crystal (KNC)](/topic/$knc) [crvUSD (CRVUSD)](/topic/crvusd) [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Bancor (BNT)](/topic/$bnt) [Synthetix (SNX)](/topic/$snx) [ROOK (ROOK)](/topic/$rook) [REN (REN)](/topic/$ren) [Tether (USDT)](/topic/$usdt) [Spell Token (SPELL)](/topic/$spell) [Arbitrum (ARB)](/topic/arbitrum) [Uniswap (UNI)](/topic/$uni) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Optimism (OP)](/topic/optimism) [1inch (1INCH)](/topic/$1inch) [Aave (AAVE)](/topic/$aave) [Dai (DAI)](/topic/$dai) [Cosmos (ATOM)](/topic/$atom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It certainly does. Skewing value to foreign currency it pushes value into emerging markets as compared to US. ⚡JP MORGAN: "A weaker dollar dollar will not effect the stock market." https://t.co/X1fYtyJLiZ ⚡JP MORGAN: "A weaker dollar dollar will not effect the stock market." https://t.co/X1fYtyJLiZ"  
[X Link](https://x.com/anyuser/status/2022734521695658405)  2026-02-14T18:07Z 20.9K followers, [---] engagements


"It's almost as if alt season just ended yesterday 😰 I miss last month already"  
[X Link](https://x.com/noahseidman/status/1311746710666960896)  2020-10-01T19:16Z 20.9K followers, [--] engagements


"$dxy on the daily couldn't make it to the [---] nor the [---]. Weakness"  
[X Link](https://x.com/noahseidman/status/2020888419304415602)  2026-02-09T15:52Z 20.9K followers, [---] engagements


"Central bank balance sheets the dollar and interest rates. where are we in the big picture https://www.youtube.com/watchv=qzoZFDMu2k0 https://www.youtube.com/watchv=qzoZFDMu2k0"  
[X Link](https://x.com/anyuser/status/2022334784350138420)  2026-02-13T15:39Z 20.9K followers, [---] engagements


"Early but proven correct. Superswaps are for LPs Superswaps unlock cross-chain economic activity that can increase volume without the need for managing multiple pools. ✅ Unified cross-chain UX ✅ Pure onchain execution ✅ No bots fillers or relayers https://t.co/zN8qQAPzTy Superswaps are for LPs Superswaps unlock cross-chain economic activity that can increase volume without the need for managing multiple pools. ✅ Unified cross-chain UX ✅ Pure onchain execution ✅ No bots fillers or relayers https://t.co/zN8qQAPzTy"  
[X Link](https://x.com/noahseidman/status/1946324211707818149)  2025-07-18T21:40Z 20.9K followers, [----] engagements


"Do you think the best crypto to buy is something brand new Yes No Yes No"  
[X Link](https://x.com/noahseidman/status/1946905841019318436)  2025-07-20T12:11Z 20.9K followers, [---] engagements


"Markets will not do what folks expect. They will catch everyone off guard. Markets turn when nobody is looking. Timing markets is the path to failure for the majority. Be divergent buck the trend contrarian is the path to success"  
[X Link](https://x.com/noahseidman/status/2021929889880842653)  2026-02-12T12:50Z 20.9K followers, [---] engagements


"Nobody looks at the [--] month $dxy @DonnyDicey is few. The single most important thing to comprehend is as quoted below. It's the primary reason I refuse to be pessimistic no matter the short term price action. I constantly measure my total capital vs BTC and try to grow this ratio over time. I personally think BTC and crypto is https://t.co/kFAutm2om5 The single most important thing to comprehend is as quoted below. It's the primary reason I refuse to be pessimistic no matter the short term price action. I constantly measure my total capital vs BTC and try to grow this ratio over time. I"  
[X Link](https://x.com/anyuser/status/2022051239480176800)  2026-02-12T20:52Z 20.9K followers, [----] engagements


"I just want to buy [--] mil market cap amidst comps of [---] mil. Is it too much to ask to find such mispricing"  
[X Link](https://x.com/noahseidman/status/1775601966015484269)  2024-04-03T19:11Z 20.9K followers, [----] engagements


"The dollar has been in a bull market since [----] which I argue ended in [----] with a technical shooting star only rivaled by [----]. Crypto was born in a dollar bull market environment and NOBODY has seen and few understand what happens in a secular dollar bear market"  
[X Link](https://x.com/anyuser/status/2021965605910589648)  2026-02-12T15:12Z 20.9K followers, 16K engagements


"It's entirely expected for the novice investor to not be ready for a secular dollar down environment. It has only happened structurally 2x since [----] and we haven't been in such a secular environment since [----]. Few are prepared for the financial plumbing effects that occur"  
[X Link](https://x.com/anyuser/status/2022813414712598922)  2026-02-14T23:21Z 20.9K followers, [----] engagements


"Be divergent do what others choose or cannot do. [--] min sauna / cardio session. What's the difference investing capital compared to investing in health and wellness. it's all the same"  
[X Link](https://x.com/anyuser/status/2023027979962487097)  2026-02-15T13:33Z 20.9K followers, [----] engagements


"@AuctusProject Dark brackets on same line 😉"  
[X Link](https://x.com/noahseidman/status/1044578982023360512)  2018-09-25T13:26Z 21K followers, [--] engagements


"@jczuleta Late to the party a defensive move. #capitulation"  
[X Link](https://x.com/noahseidman/status/1234193610767306759)  2020-03-01T19:07Z 21K followers, [--] engagements


"Kyber Network Activity Surges as DEX Plans Switch to Staking Model in Q2 via @coindesk https://www.coindesk.com/kyber-network-activity-surges-as-dex-plans-switch-to-staking-model-in-q2 https://www.coindesk.com/kyber-network-activity-surges-as-dex-plans-switch-to-staking-model-in-q2"  
[X Link](https://x.com/noahseidman/status/1256341347713368072)  2020-05-01T21:54Z 21K followers, [--] engagements


"@The_Blocknet an idea. A dockerized deployment containing a daemon and browser portal config util. Thinking from a @XRouterProtocol and @XCloudProtocol consumption perspective. Maybe a go api wrapper around the rpc commands for simplified exposure. 🔥💥🍻🤓"  
[X Link](https://x.com/noahseidman/status/1257325969217474560)  2020-05-04T15:07Z 20.9K followers, [--] engagements


"@Sadiq_ali_ @syscoin @The_Blocknet @renprotocol @XSNofficial @ALQOCOIN @chainlink I wouldn't invest in any of those 😞"  
[X Link](https://x.com/noahseidman/status/1257394326386225152)  2020-05-04T19:39Z 20.9K followers, [--] engagements


"@natuuls @The_Blocknet @XRouterProtocol @XCloudProtocol I see simplification as a solution to consumption and adoption. I imagine [--] click install daemon + api wrapper and a web dev quickly has access to Xrouter and Xcloud functionality at a javascript level. That's gotta peak some interest and spark development"  
[X Link](https://x.com/noahseidman/status/1257636479091736576)  2020-05-05T11:41Z 20.9K followers, [--] engagements


"@DigiByteMike @ByteComics @mctrivia @dgb_chilling Any utxo chain can participate in atomic swaps. @BlockDXExchange @The_Blocknet 🍻"  
[X Link](https://x.com/noahseidman/status/1257791087546163204)  2020-05-05T21:55Z 20.9K followers, [--] engagements


"@The_Blocknet @BlockDXExchange I don't think it's biologically possible for me to be more impressed 🚀🔥"  
[X Link](https://x.com/noahseidman/status/1258393799023181825)  2020-05-07T13:50Z 20.9K followers, [--] engagements


"@CryptoMoonApex @The_Blocknet @BlockDXExchange The potential for the lite multi wallet is profound considering it an iterable platform. A management too for @BlockDXExchange wallets and I see the potential of both systems combining to offer a powerful decentralized UTXO based liquidity network"  
[X Link](https://x.com/noahseidman/status/1258436655695921154)  2020-05-07T16:40Z 20.9K followers, [--] engagements


"@The_Blocknet @BlockDXExchange I'm curious if this will tie into @XRouterProtocol. We can encourage service node operators to reduce configured fees to dust to facilitate scaling and the question becomes how to populate wallets with a trivial initial $block balance so desired wallets can get off the ground"  
[X Link](https://x.com/noahseidman/status/1258608623732830213)  2020-05-08T04:04Z 20.9K followers, [--] engagements


"The potential for this wallet is unprecedented. @The_Blocknet is a decentralized UTXO Oracle network with powerful SPV functionality across a spectrum of blockchains @XRouterProtocol. There is no wallet anywhere by anyone that has ever tapped a decentralized SPV network"  
[X Link](https://x.com/noahseidman/status/1258611398130774016)  2020-05-08T04:15Z 20.9K followers, [--] engagements


"Folks associate Oracles with @chainlink @WeAreTellor @thorchain_org that are smart contract based. The only UTXO Oracle project in existence is @The_Blocknet that has been actively in development for years. The market needs options @XCloudProtocol & @XRouterProtocol are here"  
[X Link](https://x.com/noahseidman/status/1258612756477104128)  2020-05-08T04:20Z 20.9K followers, [--] engagements


"@BlockDXExchange @The_Blocknet @XRouterProtocol That'll get things fired up 🔥"  
[X Link](https://x.com/noahseidman/status/1258731842880131072)  2020-05-08T12:13Z 20.9K followers, [--] engagements


"@The_Blocknet @BlockDXExchange Oracle 🔥"  
[X Link](https://x.com/noahseidman/status/1258855677746962437)  2020-05-08T20:25Z 20.9K followers, [--] engagements


"@GoldAppreciator @The_Blocknet @BlockDXExchange @XRouterProtocol @XCloudProtocol The potential for the platform is profound. It has all the technological offerings to build a robust and strong system infrastructure"  
[X Link](https://x.com/noahseidman/status/1259291507997249542)  2020-05-10T01:17Z 20.9K followers, [--] engagements


"@The_Blocknet @BlockDXExchange Decentralized spv technology a profound concept with absolutely zero competing crypto project offering anything remotely comparable. This is pivotal game changing functionality"  
[X Link](https://x.com/noahseidman/status/1259860971113283586)  2020-05-11T15:00Z 20.9K followers, [--] engagements


". expansion. There's only a couple of projects in position to provide the tech for critical mass UTXO interoperability. @BlockDXExchange @KomodoPlatform @XSNofficial. Each project has a DEX offering. Each project has unique properties tools and products to consume"  
[X Link](https://x.com/noahseidman/status/1260544481197207552)  2020-05-13T12:16Z 20.9K followers, [--] engagements


". Only one project has a much broader potential. @The_Blocknet with it's @XRouterProtocol & @XCloudProtocol establish technological offerings not comparable to any other project. There's simply no other UTXO protocols in position to allow functionality even remotely"  
[X Link](https://x.com/noahseidman/status/1260546104086716421)  2020-05-13T12:23Z 20.9K followers, [--] engagements


"@donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol What is AMM elaborate please"  
[X Link](https://x.com/noahseidman/status/1260550309711142913)  2020-05-13T12:39Z 20.9K followers, [--] engagements


"@donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol Ahh yes indeed. I agree entirely"  
[X Link](https://x.com/noahseidman/status/1260551407528181762)  2020-05-13T12:44Z 20.9K followers, [--] engagements


"@donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol Your observation is spot on"  
[X Link](https://x.com/noahseidman/status/1260551784038371328)  2020-05-13T12:45Z 20.9K followers, [--] engagements


"$ren on the weekly. Above the averages on the guppy macd has an ascending signal and rsi with higher highs and higher lows in a great position not in overbought territory. Combine these technicals with an imminent main net launch and industry transforming fundamentals"  
[X Link](https://x.com/noahseidman/status/1260593856749469696)  2020-05-13T15:32Z 20.9K followers, [--] engagements


"@guanacastesurf @donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol @arlynculwick https://github.com/blocknetdx/dxmakerbot https://github.com/blocknetdx/dxmakerbot"  
[X Link](https://x.com/noahseidman/status/1260600473733730309)  2020-05-13T15:59Z 20.9K followers, [--] engagements


"@guanacastesurf @donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol @arlynculwick It's is an AMM. What's needed for adoption is simplification. The lite mulit wallet is a critical puzzle piece"  
[X Link](https://x.com/noahseidman/status/1260614990593175553)  2020-05-13T16:56Z 20.9K followers, [--] engagements


"@guanacastesurf @donald_junkins @The_Blocknet @XRouterProtocol @XCloudProtocol @arlynculwick It currently doesn't have a well adopted AMM. The tech fundamentals exists an AMM exists and puzzle pieces are needed for an easily implementable solution which will facilitate adoption"  
[X Link](https://x.com/noahseidman/status/1260615795060682753)  2020-05-13T17:00Z 20.9K followers, [--] engagements


"@UnibrightIO #Freequity liquidity pool solution. https://medium.com/unibrightio/unibright-freequity-liquidity-concepts-9ffe642ac904 https://medium.com/unibrightio/unibright-freequity-liquidity-concepts-9ffe642ac904"  
[X Link](https://x.com/noahseidman/status/1263871779853996033)  2020-05-22T16:38Z 20.9K followers, [--] engagements


"@KyberNetwork has a deflationary tokenomics model. Its next release will offer a staking based governance component. The functionality of providing liquidity is profound facilitating a critical component of a robust financial system. $knc https://www.decentralised.co/in-numbers-kyber-network/ https://www.decentralised.co/in-numbers-kyber-network/"  
[X Link](https://x.com/noahseidman/status/1264574603256639488)  2020-05-24T15:10Z 21K followers, [--] engagements


"According to @coingecko [---] Million $ren are in circulation. According to @etherscan [---] #RenVM #Darnodes are bonded. [---] * [------] = [--------] That's 5.81% of $ren removed from circulation. In any economy a 5.81% reduction in supply has a well known effect"  
[X Link](https://x.com/noahseidman/status/1266915379433148416)  2020-05-31T02:12Z 20.9K followers, [--] engagements


"This might be genius. This might create significant deflationary #Ethereum pressure. This is something to keep a close eye on. @BranMcF 🔥🧠"  
[X Link](https://x.com/noahseidman/status/1282000248559276038)  2020-07-11T17:14Z 20.9K followers, [--] engagements


"@joshstein1976 $knc is a strictly deflationary governance asset that's fully distributed. Has overtones of $comp and $bal combined with aggressive sound money properties. It's positioning itself as a nexus of liquidity. As volume increases staking is encouraged triggering supply disruption"  
[X Link](https://x.com/noahseidman/status/1283241986443673601)  2020-07-15T03:28Z 21K followers, [--] engagements


"@nullakitch Solidity is a smart contract language that executes on #Ethereum I believe Polkadot as well (confirm needed). Once #renDGB is fully liquid real $dgb can be moved to the Ethereum #DeFi ecosystem and participate in Solidity coded smart contract driven applications"  
[X Link](https://x.com/noahseidman/status/1288151977566797825)  2020-07-28T16:38Z 20.9K followers, [--] engagements


"Tomorrow we're going to hit @Bancor & @AaveAave with a serious technical analysis. We're going to refresh the macro narrative and frame the entire process in portfolio balance and wealth protection. $bnt $lend Click http://bit.ly/SubscribeToNoahTalks $BTC $ETH & Altcoin balance & profit taking. The goal is to grow wealth and protect it at all costs. What kind of risk reward considerations are required to achieve this How about portfolio balance In the coming crypto cycle are we prepared 12PM EST 👉https://t.co/uvr1pONTCe https://t.co/jGOfFAOMzm http://bit.ly/SubscribeToNoahTalks $BTC $ETH &"  
[X Link](https://x.com/noahseidman/status/1288966004706553857)  2020-07-30T22:33Z 20.9K followers, [--] engagements


"What crypto projects should I look into Hit me with $ cash tags"  
[X Link](https://x.com/noahseidman/status/1289009110718066688)  2020-07-31T01:24Z 20.9K followers, [---] engagements


"The entire run thus far from May 16th $bnt only hit overbought 1x. What's playing out currently is the steepest macd bullish signal cross yet. Given an 800% rally there has to be an inevitable overbought position on the daily Maybe the next rip Maybe V2 announcement 💎🔥🍻🧐"  
[X Link](https://x.com/noahseidman/status/1289121541976924160)  2020-07-31T08:51Z 20.9K followers, [--] engagements


"What's most interesting about @Bancor is it's history. It's a [----] original. Achieving a novel concept of AMM before what everyone sees today with DeFi as normal functionality. The team was ahead of their time that's the definition of innovation. https://tokentuesdays.substack.com/p/the-case-for-bnt-in-bancor-v2 https://tokentuesdays.substack.com/p/the-case-for-bnt-in-bancor-v2"  
[X Link](https://x.com/noahseidman/status/1289140511870263297)  2020-07-31T10:07Z 20.9K followers, [--] engagements


"Companies are the controller of their scheme. Manipulating financial reports and manipulating share quantity up or down are common ways companies encourage new buys to perpetuate the scheme. Without new buyers equities would collapse under supply and demand principles. @davidgerard All of this noise stems from a semantic debate around the issue that we don't have a term of art for "pyramid scheme with no controller". The economics of crypto and pyramid schemes are exactly the same otherwise. @davidgerard All of this noise stems from a semantic debate around the issue that we don't have a term"  
[X Link](https://x.com/noahseidman/status/1305122858666995712)  2020-09-13T12:35Z 20.9K followers, [--] engagements


"The market cap for $dough is what Looking forward to governance. First proposition .02% mint and redeem fees to buy $dough on the open market distributing to $dough stakers. https://www.coingecko.com/en/coins/piedao-dough-v2 https://www.coingecko.com/en/coins/piedao-dough-v2"  
[X Link](https://x.com/noahseidman/status/1312630261406982146)  2020-10-04T05:46Z 20.9K followers, [--] engagements


"@sombra_don The yield is denominated in $crv that in turn provide rights to admin fees generated by the platform. Admin fee yield is denominated in 3crv LP token. The goal isn't to liquidate $crv to realize 36% but to accumulate increasing admin fee rights. .02% of all tx - admin fees"  
[X Link](https://x.com/noahseidman/status/1330672719583645697)  2020-11-23T00:41Z 20.9K followers, [--] engagements


"$aBlock is off to a good start on Uniswap: Definitely needs some social 🔥 Maybe $gBlock with some juicy game theory incentivizing liquidity. Hook it in some how to ServiceNodes for a burn component creating a deflationary pressure. High level thoughts. https://info.uniswap.org/token/0xe692c8d72bd4ac7764090d54842a305546dd1de5 https://info.uniswap.org/token/0xe692c8d72bd4ac7764090d54842a305546dd1de5"  
[X Link](https://x.com/noahseidman/status/1340314748571795457)  2020-12-19T15:15Z 21K followers, [--] engagements


"$zrx hitting the #3 spot for the day with [---] mil so far"  
[X Link](https://x.com/noahseidman/status/1353096371449044993)  2021-01-23T21:44Z 21K followers, [--] engagements


"@tomshorse @NIXplatform Anything that goes straight up will come straight down and stabilize"  
[X Link](https://x.com/noahseidman/status/1356639197189312512)  2021-02-02T16:22Z 21K followers, [--] engagements


"Equities markets are pure insanity. $iwm with the full on dragonfly"  
[X Link](https://x.com/noahseidman/status/1368005610919374850)  2021-03-06T01:08Z 20.9K followers, [--] engagements


"@BTCnADA I could care less about $eth or $ada price. What I want is lending and borrowing functionality to structure a portfolio"  
[X Link](https://x.com/noahseidman/status/1372554473462173704)  2021-03-18T14:24Z 20.9K followers, [--] engagements


"$1inch popped above the 200SMA and looks like it wants some tea"  
[X Link](https://x.com/noahseidman/status/1372909190428119053)  2021-03-19T13:53Z 20.9K followers, [--] engagements


"If @1inchExchange posted even a lightly incentivized $yla / $usdc pool I think I'd cry 🤓"  
[X Link](https://x.com/noahseidman/status/1373277808114405379)  2021-03-20T14:18Z 20.9K followers, [--] engagements


"@PourOverCrypto @CartWreck @powerpoolcvp @yaxis_project Will take a peek"  
[X Link](https://x.com/noahseidman/status/1373785889919361027)  2021-03-21T23:57Z 21K followers, [--] engagements


"@PourOverCrypto @CartWreck @powerpoolcvp @yaxis_project If @0x_b1 is 👀 that is notable"  
[X Link](https://x.com/noahseidman/status/1373788050535374854)  2021-03-22T00:06Z 21K followers, [--] engagements


"Why is nobody else thinking of pools like this $xsushi $ausdc"  
[X Link](https://x.com/noahseidman/status/1374420980374769667)  2021-03-23T18:01Z 21K followers, [--] engagements


"What's a position you've taken or trade you've done that had little to no influence from anyone on social media"  
[X Link](https://x.com/noahseidman/status/1376199136110854144)  2021-03-28T15:46Z 20.9K followers, [--] engagements


"You want the biggest narrative in the crypto space It's staring us right in the face. Financial products that manifest monetary velocity. $bal $uni $crv $bnt $sushi $aave $mkr The second biggest narrative is cross chain interoperability which facilitates monetary velocity"  
[X Link](https://x.com/noahseidman/status/1378421390957801477)  2021-04-03T18:57Z 20.9K followers, [--] engagements


"What happens when a micro cap brings fungibility to non fungible assets at the core of a [--] billion $ trading platform"  
[X Link](https://x.com/noahseidman/status/1380745208204304385)  2021-04-10T04:51Z 20.9K followers, [--] engagements


"There's 648mil in collateral on @0xPolygon @AaveAave. It's only logical that devs are frantically porting their status quo #DeFi implementation to have Polygon compatibility. We're watching the birth of a brand new monetary velocity fueled capital flow and development cycle"  
[X Link](https://x.com/noahseidman/status/1383549119302488076)  2021-04-17T22:33Z 20.9K followers, [--] engagements


"Isn't it obvious the next network to experience exponential capital inflow #BSC is a strong foreshadow for what's to come"  
[X Link](https://x.com/noahseidman/status/1383938573460676612)  2021-04-19T00:20Z 20.9K followers, [--] engagements


"I do believe I see some monetary velocity kicking in 😳"  
[X Link](https://x.com/noahseidman/status/1387928200521584642)  2021-04-30T00:34Z 20.9K followers, [--] engagements


"Europe is going to hit CBDCs hard. I get the feeling they are wanting to remain relevant considering the Digital Yuan and are quite keen on the centralizing powers of capital controls. (THREAD) We have decided to launch a project to prepare for possibly issuing a digital euro. We will look at how a digital euro could be designed and distributed to everyone in the euro area as well as the impact it would have https://t.co/KCf73qHOZ8 1/3 https://t.co/eHvpFlH8sq (THREAD) We have decided to launch a project to prepare for possibly issuing a digital euro. We will look at how a digital euro could"  
[X Link](https://x.com/noahseidman/status/1415327960429744137)  2021-07-14T15:10Z 20.9K followers, [--] engagements


"@JosephCherry13 @tezos @tylerobrown @Wrap_Protocol @PlentyDeFi Not finding $wWeth - $xtz 😨"  
[X Link](https://x.com/noahseidman/status/1429878695087460368)  2021-08-23T18:50Z 21K followers, [--] engagements


"Interesting. IL can be handled a couple of way; rather mitigated than solved. @Bancor transfers the risk onto the monetary policy. @Barn_Bridge transfers the risk to willful junior positions using yield redirection. I find IL mitigation protocols fascinating 🧠 Senior SA positions give up a proportion of their upside exposure to the underlying asset in order to receive absolute downside protection🛡 This means that they gain value slower to the upside but dont take dollar-denominated losses until a certain threshold is breached. Senior SA positions give up a proportion of their upside"  
[X Link](https://x.com/noahseidman/status/1432863773287714819)  2021-09-01T00:31Z 20.9K followers, [--] engagements


"A 10% correct in the S&P would hit the weekly 50SMA. 10% in legacy finance scares the crap out of the market actors. 10% 🤯 They have no idea they are not prepared"  
[X Link](https://x.com/noahseidman/status/1441053971083366400)  2021-09-23T14:56Z 20.9K followers, [--] engagements


"The general public should not be taking risk with equities. They should be exposing to significantly less risk with stable coins. Given global dollar shortages stable coin liquidity flows are bound to experience immense velocity. It's all about capital flow and velocity"  
[X Link](https://x.com/noahseidman/status/1449018924402679811)  2021-10-15T14:26Z 20.9K followers, [--] engagements


"2% continuous compound 677% APR 87600% APY I've added some liquidity I speculate 100% borrow in positive rebase & negative territory as well. Positive territory for obvious reasons but negative due to the reliably predictable long position. https://mooniswap.info/token/0x1e6bb68acec8fefbd87d192be09bb274170a0548 https://mooniswap.info/token/0x1e6bb68acec8fefbd87d192be09bb274170a0548"  
[X Link](https://x.com/noahseidman/status/1456782628892315650)  2021-11-06T00:36Z 20.9K followers, [--] engagements


"@Mrblokchain They certainly cannot process $time $ohm $ampl"  
[X Link](https://x.com/noahseidman/status/1457452647246712843)  2021-11-07T20:59Z 20.9K followers, [--] engagements


"@ArchitectKMP A Buffet play wait for a strong deflationary impulse. This late in the cycle entries are extremely hard. I look forward to to see how $time responds in a deflationary event at or around the "backing per $TIME" price. https://app.wonderland.money/#/dashboard https://app.wonderland.money/#/dashboard"  
[X Link](https://x.com/noahseidman/status/1457474117020659718)  2021-11-07T22:24Z 20.9K followers, [--] engagements


"Yes another layer of capital flow and arbitrage opportunity. The price point of $wAmpl is a manifestation of supply I look forward to stabilization of liquidity pairings. Fascinating to say the least. https://documentingampl.medium.com/wrapped-ampl-wampl-101-85c7cce3c110 https://documentingampl.medium.com/wrapped-ampl-wampl-101-85c7cce3c110"  
[X Link](https://x.com/noahseidman/status/1463949949868064774)  2021-11-25T19:17Z 21K followers, [--] engagements


"There's great projects and great companies but price point is only as strong as it's weakest market actor. There's no shortage of weak markets actors throughout the general public. Thus there's absolutely no strength to current price points"  
[X Link](https://x.com/noahseidman/status/1486729154657542153)  2022-01-27T15:53Z 21K followers, [--] engagements


"@WhenWeak Generally CDP stable coins. $mim $dai $mai and else"  
[X Link](https://x.com/noahseidman/status/1493749711563640832)  2022-02-16T00:50Z 20.9K followers, [--] engagements


"Why do soo many crypto devs release user interfaces They should just focus on contracts documentation and instructions"  
[X Link](https://x.com/noahseidman/status/1500576640543375371)  2022-03-06T20:58Z 21K followers, [--] engagements


"All I want is an exchange where I can buy an unchanging undiluting % of the protocols revenue stream. Imagine an early purchase of 1% of $veCRV that cannot be taken away or diluted by whales 😳 Folks have tried but it's a shame nothing like this exists at all"  
[X Link](https://x.com/noahseidman/status/1502153743424311297)  2022-03-11T05:25Z 20.9K followers, [--] engagements


"Collateralization of stable coins borrowing a volatile asset but keeping the debt in the form of the volatile assets offers much carry trade potential. There's no price vol risk associated with the borrowed denomination as long as it remains in the same form"  
[X Link](https://x.com/noahseidman/status/1508800100197449737)  2022-03-29T13:35Z 21K followers, [--] engagements


"@bitxolino Alchemix automates such a process but the borrowed assets are also stables. Stables have carry trade potential but there's more yield on volatile assets such as $btc & $eth. Aave offers more potential options performing the Alchemix playbook manually"  
[X Link](https://x.com/noahseidman/status/1508802283085209610)  2022-03-29T13:44Z 21K followers, [--] engagements


"$frax supply contracted from [---] billion on May 10th to [---] billion today with quantitatively the tightest peg of all crypto stable coins. Wild metrics and observable performance when a protocol doesn't grow beyond control"  
[X Link](https://x.com/noahseidman/status/1526536494747459587)  2022-05-17T12:13Z 20.9K followers, [--] engagements


"@Onering_Finance @TarotFinance @aurigami_PLY @apedotfi @SpookySwap @AlpacaFinance @0xFanties 😳"  
[X Link](https://x.com/noahseidman/status/1528812523398496256)  2022-05-23T18:58Z 21K followers, [--] engagements


"Russia invades Ukraine US sanctions Russia Russia sells energy for Rubles US bans Russian tennis players from Wimbledon. h/t @LukeGromen US enabled yield farming program for Ukraine issuing $veUS coin incentives. BIS piloting $ve CBDC tokenomics. h/t @noahseidman"  
[X Link](https://x.com/noahseidman/status/1540806958843920384)  2022-06-25T21:19Z 21K followers, [--] engagements


"@sam_donnelly They have exposure to $usdc $usdt & $dai via the pools. That's their risk of contagion their exposure"  
[X Link](https://x.com/noahseidman/status/1541613242954522624)  2022-06-28T02:43Z 20.9K followers, [--] engagements


"@sam_donnelly I don't fully understand. Frax is frax it isn't backed by frax. The Frax3CRV pool is frax paired against $usdc $usdt & $dai"  
[X Link](https://x.com/noahseidman/status/1541614138891407360)  2022-06-28T02:47Z 20.9K followers, [--] engagements


"What's your preferred cash flow positive crypto enterprise that pays weekly or more frequent payments"  
[X Link](https://x.com/noahseidman/status/1546279049495977987)  2022-07-10T23:43Z 20.9K followers, [--] engagements


"A market of federated emerging markets capturing & retaining dollars. Highest level macro take on crypto markets. Nobody tells this story but it makes sense as seen through the historic lense of capital flows through sovereign markets. Who made the currency matters not"  
[X Link](https://x.com/noahseidman/status/1552493220424257544)  2022-07-28T03:16Z 20.9K followers, [--] engagements


"$eth didn't get rejected at $2000. that's the wrong perspective. Rather liquidity dried up as cash was needed for debt servicing. That type of market behavior is seen in $euro pressure scrambling to buy dollars heading into a Winter of insane fuel prices 4-5x current"  
[X Link](https://x.com/noahseidman/status/1559336663742029824)  2022-08-16T00:30Z 20.9K followers, [--] engagements


"@unlike_g $euro was crushed the demand for dollars was massive"  
[X Link](https://x.com/noahseidman/status/1560664980256542721)  2022-08-19T16:28Z 20.9K followers, [--] engagements


"@RealBTCBatman Currencies moved whole % points on Friday. Wild to see"  
[X Link](https://x.com/noahseidman/status/1574032092790657024)  2022-09-25T13:44Z 21K followers, [--] engagements


"FDIC does nothing to pay for dinner tonight. Customers lining up outside of Silicon Valley Bank at its Menlo Park CA branch. https://t.co/SDNrSUC1C0 Customers lining up outside of Silicon Valley Bank at its Menlo Park CA branch. https://t.co/SDNrSUC1C0"  
[X Link](https://x.com/noahseidman/status/1634259779437600805)  2023-03-10T18:27Z 21K followers, [----] engagements


"Remember that argument used for equities that they are *real companies that have *real employees and offer *real cashflow as dividends As investments it turns out most of them are full of *real shit"  
[X Link](https://x.com/noahseidman/status/1638367131308883968)  2023-03-22T02:28Z 21K followers, [----] engagements


"$sfxsEth $eBTC $crvUSD 3pool enhanced @fraxfinance @BadgerDAO @CurveFinance"  
[X Link](https://x.com/noahseidman/status/1663363164216479745)  2023-05-30T01:54Z 21K followers, [----] engagements


"@properintention @fraxfinance @BadgerDAO @CurveFinance Liquidity is sparse"  
[X Link](https://x.com/noahseidman/status/1663493549667540997)  2023-05-30T10:32Z 21K followers, [--] engagements


"I'm cool with $pyusd we need on chain liquidity so I can actually use it for payments"  
[X Link](https://x.com/noahseidman/status/1690410918306344960)  2023-08-12T17:12Z 21K followers, [----] engagements


"I think a Curve gauge with modest vote rentals is going to drive demand for$pyUSD that's going to catch tech companies and other financial service providers by surprise. The correlation between rentals and demand trigger scaling akin to a marketing budget except much more quantitative"  
[X Link](https://x.com/noahseidman/status/1734656623963001160)  2023-12-12T19:29Z 20.9K followers, [----] engagements


"Business plan. [--] figure private credit zero start-up expenses zero debt zero human resources zero real estate zero devops infrastructure. First year of operation. It's really insane what's going on"  
[X Link](https://x.com/noahseidman/status/1767771696189018425)  2024-03-13T04:36Z 21K followers, [----] engagements


"The minor networks get a fair amount of attention because even small capital flows cause significant price moves. The first 10Xs come quick the next not so quick. Watch out for the hot ball rotation as the second 10x is a 100x for the first people"  
[X Link](https://x.com/noahseidman/status/1772286631698960796)  2024-03-25T15:37Z 21K followers, [---] engagements


"This is money and money prints currency under specific conditions. One such condition is a period of low volatility in the tresury market which is why we watch $move so much. Over the last [--] months the US Treasury issued a cumulative $21 TRILLION of T-Bills the most in history. During [----] the government sold a record $23 trillion worth of Treasuries. Since the end of [----] the total Treasury market has increased by more than 60% to $27 https://t.co/CUspQv9xcP Over the last [--] months the US Treasury issued a cumulative $21 TRILLION of T-Bills the most in history. During [----] the government"  
[X Link](https://x.com/noahseidman/status/1777141418315661609)  2024-04-08T01:08Z 20.9K followers, [----] engagements


"Truth the meme space is mid curve. To capitalize on it requires a skewed left or right curve. Left curve: long term holding of ultra cap meme winners Mid curve: unsophisticated transitory positions no real holdings or investments. 99.5% lose money Right curve: finTech better dollars better collateral better banking https://twitter.com/i/web/status/1859023427270832623 https://twitter.com/i/web/status/1859023427270832623"  
[X Link](https://x.com/noahseidman/status/1859023427270832623)  2024-11-19T23:58Z 20.9K followers, [----] engagements


"Park your opinions this is the second interaction with the monthly twap in almost [--] years"  
[X Link](https://x.com/noahseidman/status/1860163200588874237)  2024-11-23T03:27Z 20.9K followers, [----] engagements


"The demand for crvUSD has completely changed over the past few short weeks. Interest rates have come down significantly as a result"  
[X Link](https://x.com/noahseidman/status/1861762838148088024)  2024-11-27T13:23Z 20.9K followers, [----] engagements


"Arbitrum is currently leading week over week in dollar supply growth. A whopping 8.17% increase in supply is a strong positive sum environment"  
[X Link](https://x.com/noahseidman/status/1863709720474792076)  2024-12-02T22:19Z 20.9K followers, [----] engagements


"Yup that's a breakout. No ifs ands or buts about it"  
[X Link](https://x.com/noahseidman/status/1865254736175173688)  2024-12-07T04:39Z 21K followers, [----] engagements


"Dollars if you want to see the signal through the noise inspect the amount of dollars in a market. Anything else is an inflated inspection whereas dollars tells the actual story of flows and potential for monetization"  
[X Link](https://x.com/noahseidman/status/1867081086745952607)  2024-12-12T05:36Z 21K followers, [---] engagements


"Strange how quiet the timeline is. I haven't seen conditions this exciting in years. Where's the delta folks don't understand the fintech"  
[X Link](https://x.com/noahseidman/status/1867701581862285562)  2024-12-13T22:42Z 21K followers, [----] engagements


"$tango did [--] figures of volume in the past month. Speaks volumes for the demand of such a fintech product with an [--] million dollar market cap"  
[X Link](https://x.com/noahseidman/status/1868147917493817718)  2024-12-15T04:15Z 20K followers, [----] engagements


"Tricrypto LP of $sCrvUsd $sDola & $sMoney. The $sDOLA rate is close to 15% APY. With more than $3.3M already staked there. With the risk premium diminishing $DOLA from @InverseFinance is one of the best saving option out there. https://t.co/VTitD1EIYR The $sDOLA rate is close to 15% APY. With more than $3.3M already staked there. With the risk premium diminishing $DOLA from @InverseFinance is one of the best saving option out there. https://t.co/VTitD1EIYR"  
[X Link](https://x.com/noahseidman/status/1868412780455584006)  2024-12-15T21:48Z 21K followers, [----] engagements


"Its not the US you're looking to print they are just the marginal printer. $move 60-80 is the fun zone and with $rxy at these levels we're in historically weird territory"  
[X Link](https://x.com/noahseidman/status/1870108993521111240)  2024-12-20T14:08Z 20.9K followers, [---] engagements


"Spectra gonna run $sCrvUsd and $sMoney. Leveraged dollar positions paid by consensus driven cost of capital. Yup you have no access to products like this in tradFi banks hoard it from us plebs"  
[X Link](https://x.com/noahseidman/status/1870646356664258997)  2024-12-22T01:43Z 20.9K followers, [----] engagements


"Who's building a forex market optimized and biz dev focused on stable coins"  
[X Link](https://x.com/noahseidman/status/1876255861246677012)  2025-01-06T13:13Z 20.9K followers, [----] engagements


"What did the don know "Someday and that day may never come I will call upon you to do a service for me. But until that day accept this $arat as a gift on my daughter's wedding day." @AgentRationalX you can do better you just need some education 🔨"  
[X Link](https://x.com/noahseidman/status/1881088261617295462)  2025-01-19T21:16Z 21K followers, [---] engagements


"Is it even possible an orderly appreciation of the $yen an orderly devaluation of the $dollar and an order demonetization of US ewuities into emerging markets"  
[X Link](https://x.com/noahseidman/status/1882571383273816456)  2025-01-23T23:29Z 21K followers, [---] engagements


"1/ frxUSD is LIVE 🥳 Today we're launching our new flagship stablecoin $frxUSD and savings yield $sfrxUSD in partnership with @BlackRock and @superstatefunds. It's a new era but we're still Frax. Here's what you need to know👇 https://t.co/gyOaYML18a 1/ frxUSD is LIVE 🥳 Today we're launching our new flagship stablecoin $frxUSD and savings yield $sfrxUSD in partnership with @BlackRock and @superstatefunds. It's a new era but we're still Frax. Here's what you need to know👇 https://t.co/gyOaYML18a"  
[X Link](https://x.com/noahseidman/status/1888031384377135171)  2025-02-08T01:05Z 20K followers, [----] engagements


"Does it say insert property"  
[X Link](https://x.com/noahseidman/status/1890219167774834880)  2025-02-14T01:59Z 20K followers, [---] engagements


"Dollar breaks unwinds bids pull risk through open doors yield curves twist and climb. Liquidity roars equities and crypto rise scarcity takes hold. Greed outpacing fear. https://www.youtube.com/watchv=JElb-SxgMkA https://www.youtube.com/watchv=JElb-SxgMkA"  
[X Link](https://x.com/noahseidman/status/1890439831030776014)  2025-02-14T16:35Z 20K followers, [---] engagements


"The US stock market is completely decimated. Signal through the noise. 🚨THE NUMBER OF ZOMBIE COMPANIES IN THE US IS SKYROCKETING🚨 43% of the Russell [----] companies are unprofitable the most since the COVID CRISIS. At the same time interest expense as a % of total debt of these firms hit 7.1% the highest since 2003.👇 https://t.co/g8xhL659TY 🚨THE NUMBER OF ZOMBIE COMPANIES IN THE US IS SKYROCKETING🚨 43% of the Russell [----] companies are unprofitable the most since the COVID CRISIS. At the same time interest expense as a % of total debt of these firms hit 7.1% the highest since 2003.👇"  
[X Link](https://x.com/noahseidman/status/1890866217084154010)  2025-02-15T20:50Z 20K followers, [----] engagements


"The capacity to geographically arbitrage in the US is unique to few countries this size. It's clearly done at the margins as we see population restructuring over time but I always contemplate why only at the margins What is the psychology of resisting a favorable arbitrage opportunity"  
[X Link](https://x.com/noahseidman/status/1890876993140375833)  2025-02-15T21:33Z 20K followers, [----] engagements


"My thoughts exactly. Ultimately humans are incentive driven. Effective incentives must overcome the frictions of close ties to family friends your points too etc. I know that's what I experienced about a decade ago accepting the arbitrage opportunity. I guess that's ultimately the answer. Adequate incentives don't yet materially exist for the mass internal migrations to occur"  
[X Link](https://x.com/noahseidman/status/1890888596602626314)  2025-02-15T22:19Z 20K followers, [---] engagements


"There's only [--] businessses in crypto. Foreign exchange credit derivatives liquidity financing and liability printing. There's hasn't been a meaningful new player in their space since [----]. The winners in the next cycle will be from [----] and [----]. The most successful portfolios will be those that completed primary investments in [----]. The only thing fast in crypto is the grifts scams and gambling. Don't do that"  
[X Link](https://x.com/noahseidman/status/1891220418708852835)  2025-02-16T20:17Z 20.9K followers, [----] engagements


"Maximum time preference. The destination is what matters. @fatherlywealth There's only [--] businessses in crypto. Foreign exchange credit derivatives liquidity financing and liability printing. There's hasn't been a meaningful new player in their space since [----]. The winners in the next cycle will be from [----] and [----]. The most successful @fatherlywealth There's only [--] businessses in crypto. Foreign exchange credit derivatives liquidity financing and liability printing. There's hasn't been a meaningful new player in their space since [----]. The winners in the next cycle will be from [----] and"  
[X Link](https://x.com/noahseidman/status/1891220755297292449)  2025-02-16T20:18Z 20K followers, [----] engagements


"Foreign exchange Credit Derivatives Liquidity financing Liability printing I'm fed up with misinformation in crypto. Somehow the world seems to be getting even LESS educated on what is happening with the true growth of blockchain. For every rational honest factual take there are [---] dishonest incorrect takes floating around. A thread 👇 I'm fed up with misinformation in crypto. Somehow the world seems to be getting even LESS educated on what is happening with the true growth of blockchain. For every rational honest factual take there are [---] dishonest incorrect takes floating around. A thread"  
[X Link](https://x.com/noahseidman/status/1891304936618553362)  2025-02-17T01:53Z 20.9K followers, [----] engagements


"Foreign exchange: @CurveFinance @VelodromeFi Credit: @aave @llamalend Derivatives: @ConvexFinance @yearnfis These are examples of established moated crypto fintech. Liquidity financing and liability printing are verticals that encompass the primary three given it's a form of credit. Liability printing is a B2B product. Simply referencing protocols doesn't do the narrative justice. It's easy to just bucket protocols but to understand what they are and why they are bucketed requires an entire story"  
[X Link](https://x.com/noahseidman/status/1891597628561031471)  2025-02-17T21:16Z 20K followers, [---] engagements


"Hitting peak contentment with the current architecture of the app I'm responsible for in my corporate work. 100% modularized everything is loosely coupled all user interfaces are API controlled managed and rendered. Everything is dynamic in a production environment almost endless configurations and variations are possible granular to a user by user level. The best part of programming as a profession is that if I got to build it all over again it would be significantly better leaner and powerful. No AI couldn't build something like this. yet 🔥"  
[X Link](https://x.com/noahseidman/status/1891704884665164054)  2025-02-18T04:22Z 20K followers, [---] engagements


"Yup Grok [--] produces compelling legal output as compared to Chat GPT Pro. Grok is actually meaningfully more trainable and conversational with historic context that's much more retrievable in later conversation. Powerful I'm impressed so far as I've produced significant additive work to my current projects that I seemed to reach a ceiling with on Chat GPT Pro"  
[X Link](https://x.com/noahseidman/status/1892021561307300112)  2025-02-19T01:21Z 20K followers, [---] engagements


"Are you ok Are you excited Are you comfortable Are you broke Ok Excited Broke Comfortable Ok Excited Broke Comfortable"  
[X Link](https://x.com/noahseidman/status/1892026125670297629)  2025-02-19T01:39Z 20K followers, [---] engagements


"@fatherlywealth No way to know. Broadly the market looks lovely from a liquidity desperation standpoint. Market screaming to the nation states "refinance this""  
[X Link](https://x.com/noahseidman/status/1892027365359751316)  2025-02-19T01:44Z 20K followers, [--] engagements


"If it walks and talks like a bank it is a bank. Wild actually owning a bank rather than boomer meme coins (stonks). Shit. Grok3 nailed this one too. Question: based on the tvl of @aave what is its size in comparison to the largest US banks Conclusion: "It's surprising that Aave a decentralized finance platform is comparable in size to mid-sized traditional banks despite its different https://t.co/yccYgtrDtV Shit. Grok3 nailed this one too. Question: based on the tvl of @aave what is its size in comparison to the largest US banks Conclusion: "It's surprising that Aave a decentralized finance"  
[X Link](https://x.com/noahseidman/status/1892037214088904975)  2025-02-19T02:23Z 20K followers, [----] engagements


"6 month [--] year yield say the dollar has cyclically topped"  
[X Link](https://x.com/noahseidman/status/1892603386651943311)  2025-02-20T15:53Z 20K followers, [---] engagements


"Why didn't everyone just choose crypto fintech over memes"  
[X Link](https://x.com/noahseidman/status/1892624390157746533)  2025-02-20T17:16Z 20K followers, [---] engagements


"Rational. the real state of crypto is there are 8+ years of pent up creative energy that will start making things and 2+ years of stuff mostly already built that was waiting for friendlier waters to set sail in I think whats coming over the next [--] years will put the defi explosion to the real state of crypto is there are 8+ years of pent up creative energy that will start making things and 2+ years of stuff mostly already built that was waiting for friendlier waters to set sail in I think whats coming over the next [--] years will put the defi explosion to"  
[X Link](https://x.com/noahseidman/status/1892792393100898327)  2025-02-21T04:24Z 20K followers, [---] engagements


"For personal accounting if you claim an airdrop prior to an LP being made available the fair market value by statutory definition is $0. Factors and circumstances by an ascertainable standard if there's no market to sell into there is no value"  
[X Link](https://x.com/noahseidman/status/1892796917056221218)  2025-02-21T04:42Z 20K followers, [---] engagements


"The correct narrative was always finTech. Foreign exchange credit derivatives liquidity financing and liability printing"  
[X Link](https://x.com/noahseidman/status/1892802894153302367)  2025-02-21T05:05Z 20.9K followers, [---] engagements


"The 50% haircut on xShadow sales is going to transfer a remarkable amount of ownership rights from low time preference folks to high time preference folks. This cash printing foreign exchange has quite a unique design that's going to create a unique ownership structure overwhelmed by *business owners* (perma lockers). With any new economic model there's speculation as to behavior prior to launch. Only on launch can we really inspect how things may play out behaviorally. Thus far there's quite interesting and relatively novel takeaways"  
[X Link](https://x.com/noahseidman/status/1892927205426307576)  2025-02-21T13:19Z 20K followers, [----] engagements


"Money supply explodes on Sonic up 113% week over week. Money supply fuels economic activity and consumer price inflation. With such a dramatic increase in money supply the expected repercussion is rapid inflation of prices on the Sonic market"  
[X Link](https://x.com/noahseidman/status/1893479543098237250)  2025-02-23T01:54Z 20K followers, [----] engagements


"I been mulling over various personal accounting statutes in consideration of xShadow; including IRC [--] [--] [---] [----] Revenue Ruling 2023-14 Revenue Ruling 2019-24 Chief Counsel Advice [---------] and Revenue Ruling 2023-14. If there's NO way to sell something the fair market value is $0. This presents an interesting and relatively novel design for xShadow just as long as NO liquidity provisions are deployed creating a fair market value. Clearly IRC [----] is applicable if realized for shadow in any way"  
[X Link](https://x.com/noahseidman/status/1893825414407303534)  2025-02-24T00:48Z 20K followers, [----] engagements


"@rampton_ Yes. If any liquidity emerges setting a fair market value it becomes personal income. It's not retroactive though at the time of receipt is what counts"  
[X Link](https://x.com/noahseidman/status/1893826414190678308)  2025-02-24T00:52Z 20K followers, [---] engagements


"@rampton_ The statute and compliance is indeed quite complicated"  
[X Link](https://x.com/noahseidman/status/1893828148879368419)  2025-02-24T00:59Z 20K followers, [--] engagements


"In hindsight all you had to do was"  
[X Link](https://x.com/noahseidman/status/1893860367417139594)  2025-02-24T03:07Z 20K followers, [----] engagements


"$move back in the 80s [--] year at fed funds closer than ever for shit to get real"  
[X Link](https://x.com/noahseidman/status/1894372321269256307)  2025-02-25T13:02Z 20K followers, [---] engagements


"First time the $dxy is punching the daily [---] from the topside since July 2024"  
[X Link](https://x.com/noahseidman/status/1894460277124473262)  2025-02-25T18:51Z 20K followers, [----] engagements


"$8053106+ incentives dropping tomorrow 🔶 $5065428 upcoming rebase + $2955005 in vote rewards. All to xSHADOW stakers and x33 holders https://t.co/POEt3V0xaI $8053106+ incentives dropping tomorrow 🔶 $5065428 upcoming rebase + $2955005 in vote rewards. All to xSHADOW stakers and x33 holders https://t.co/POEt3V0xaI"  
[X Link](https://x.com/noahseidman/status/1894532907923812743)  2025-02-25T23:40Z 20K followers, [----] engagements


"@305bruh That sounds like a headline. You ran the bill through AI inspecting from a standpoint of efficiency Interesting stuff"  
[X Link](https://x.com/noahseidman/status/1894580867433206251)  2025-02-26T02:50Z 20K followers, [--] engagements


"The [--] businesses in crypto. Everything else is noise. Foreign Exchange Credit Derivatives Liquidity Financing Liability Printing (form of credit) Engaging with these businesses is not always in terms of Voter Escrow there's particular criteria required for such a relationship. Choose your preferred engagements wisely and conduct your accounting accordingly. Probably the most important takeaway is that crypto investing is NOT reasonable without considering the accounting"  
[X Link](https://x.com/noahseidman/status/1903615796812882114)  2025-03-23T01:12Z 20.9K followers, [----] engagements


"Immutable Voter Escrow is arguably the most interesting financial innovation in modern times. It's a partnership framework that encapsulates the [--] businesses of crypto. Foreign exchange Credit Derivatives Liquidity financing Liability Printing"  
[X Link](https://x.com/noahseidman/status/1904610127878983791)  2025-03-25T19:03Z 20.9K followers, [----] engagements


"As we wait for governance administrators to approve the proposal for discussion here's the nominee agreement: No smart contract work or any modification to code is required. This is a bridge of the legal world to DeFi. https://docs.google.com/document/d/1KBZZBQxYS03UJ0pW1zp-NtxsKkTQIQv2NPXcQVBY6vg/edittab=t.0 https://gov.curve.fi/ https://docs.google.com/document/d/1KBZZBQxYS03UJ0pW1zp-NtxsKkTQIQv2NPXcQVBY6vg/edittab=t.0 https://gov.curve.fi/"  
[X Link](https://x.com/noahseidman/status/1906126160661979424)  2025-03-29T23:27Z 21K followers, [----] engagements


"@frog_e_nomics @wagmiAlexander"  
[X Link](https://x.com/noahseidman/status/1906383393572450594)  2025-03-30T16:29Z 21K followers, [---] engagements


"The @CurveFinance Governance proposal is live Here's an introductory TLDR: Let's discuss what this means and how it changes everything for partners of the partnership with regard to reconciling DeFi in established law and traditional financial arrangements. https://gov.curve.fi/t/nominee-agreement/10561/2u=nseidm1 https://twitter.com/i/web/status/1906398395901649185 https://gov.curve.fi/t/nominee-agreement/10561/2u=nseidm1 https://gov.curve.fi/t/nominee-agreement/10561/2u=nseidm1 https://twitter.com/i/web/status/1906398395901649185 https://gov.curve.fi/t/nominee-agreement/10561/2u=nseidm1"  
[X Link](https://x.com/noahseidman/status/1906398395901649185)  2025-03-30T17:29Z 20.9K followers, [----] engagements


"Constructive conversation regarding the Voter Escrow Partnership: https://gov.curve.fi/t/nominee-agreement/10561/6u=nseidm1 https://gov.curve.fi/t/nominee-agreement/10561/6u=nseidm1"  
[X Link](https://x.com/noahseidman/status/1908152700014837819)  2025-04-04T13:40Z 20.9K followers, [---] engagements


"It's not too late to own emerging market finTech dealing with foreign exchange credit derivatives liquidity financing and liability printing. These businesses have never been accessible to the general public before especially as pass through entities"  
[X Link](https://x.com/noahseidman/status/1910463272203280417)  2025-04-10T22:41Z 20.9K followers, [----] engagements


"Do you remember what survived into 4Q [----] Bancor Kyber Synthetix Syscoin Lend (Aave). The few that spawned what we have today. Currently we have an economy with billions of dollars churning in what can only be defined as an emerging market. From nothing in [----] to a nation state scale emerging market complete with the likes of Aave being in the top [--] banks in the United States by deposits. If you are gone currently you never knew what was nor what is and have no vision of what is coming. History indicates few remain when the cycle turns and few truly understand what it is to experience a"  
[X Link](https://x.com/noahseidman/status/1919779753642352974)  2025-05-06T15:42Z 20.9K followers, [----] engagements


"🚨 +0.64 PERCENTAGE POINTS This was the INCREASE in INFLATION over the last [--] days. If inflation is not controlled interest rate cuts will be postponed and this could have a strong impact on the markets. Don't close your eyes and blindly trust the CPI data it is late. https://t.co/fmx9S2n8JP 🚨 +0.64 PERCENTAGE POINTS This was the INCREASE in INFLATION over the last [--] days. If inflation is not controlled interest rate cuts will be postponed and this could have a strong impact on the markets. Don't close your eyes and blindly trust the CPI data it is late. https://t.co/fmx9S2n8JP"  
[X Link](https://x.com/noahseidman/status/1924597219522498995)  2025-05-19T22:45Z 21K followers, [----] engagements


"Whole Aladdin eco gets it and $clev controls a good part of the Convex vote. He who controls the vote controls the"  
[X Link](https://x.com/noahseidman/status/1932601701489332569)  2025-06-11T00:52Z 20.9K followers, [----] engagements


"@Filippo_xyz I suspect the brokerages will integrate direct on chain aggregators. As in typing for a ticker crypto routes through Cow Swap or something"  
[X Link](https://x.com/noahseidman/status/1934674248074695167)  2025-06-16T18:07Z 20.9K followers, [--] engagements


"Foreign exchange Credit Derivatives Liquidity financing Liability printing"  
[X Link](https://x.com/noahseidman/status/1937613335706374235)  2025-06-24T20:46Z 20.9K followers, [---] engagements


"There's no such thing as alts. There's businesses products and services balance sheets and cash flow. anything else is steaming shit. There's only [--] businesses in crypto"  
[X Link](https://x.com/noahseidman/status/1938665792410698164)  2025-06-27T18:28Z 21K followers, [----] engagements


"@itskoz3 Foreign exchange Credit Derivatives Liquity financing Liability printing"  
[X Link](https://x.com/noahseidman/status/1945285977607417887)  2025-07-16T00:54Z 20.9K followers, [---] engagements


"Was it really consensus to buy $pump $sol is cooked rotate to @base https://t.co/UgpF2KCGrn $sol is cooked rotate to @base https://t.co/UgpF2KCGrn"  
[X Link](https://x.com/noahseidman/status/1948812985163808994)  2025-07-25T18:29Z 20.9K followers, [---] engagements


"@Lixard_Persumn The US is only one country dollars are big business globally"  
[X Link](https://x.com/noahseidman/status/1948866482953179491)  2025-07-25T22:02Z 20.9K followers, [--] engagements


"My [--] cents. [--] cents on $black for reevaluation. Then another 75% down from there (5 cents) to reach a reasonable early stage market cap compared to comps. Almost as if nothing was learned"  
[X Link](https://x.com/noahseidman/status/1953509440918855874)  2025-08-07T17:31Z 21K followers, [----] engagements


"$clev owns [-------] $cvx 10% of all Convex. There is almost no supply remaining it has been bought it is owned as it is precious"  
[X Link](https://x.com/noahseidman/status/1955676150271037472)  2025-08-13T17:01Z 20.9K followers, [----] engagements


"All you had to do was _______"  
[X Link](https://x.com/noahseidman/status/1958929228633645148)  2025-08-22T16:28Z 20.9K followers, [---] engagements


"7.5 mil market cap [---] mil in deposits. The gross mispricing across the crypto markets is diabolical. @aladdindao may be the starkest example of just downright strange mispricing. FOUR. HUNDRED. MILLION. TVL on f(x) Protocol just crossed $400000000. Onwards https://t.co/kbq8874SCB FOUR. HUNDRED. MILLION. TVL on f(x) Protocol just crossed $400000000. Onwards https://t.co/kbq8874SCB"  
[X Link](https://x.com/noahseidman/status/1958945027574702563)  2025-08-22T17:31Z 20.9K followers, [----] engagements


"Many opinions one meme. All things considered Captain approved. I think few consider knock ons with [---] billion in $crvUSD sloshing around aggregators and getting minted merely to arbitrage countless LPs yet to be deployed. I think the @CurveFinance synergies are there with @yieldbasis. I've been quite vocal the past few weeks on how we could see a massive credit expansion for crvUSD. A little piece on that going in a bit deeper on the topic _yb I've been quite vocal the past few weeks on how we could see a massive credit expansion for crvUSD. A little piece on that going in a bit deeper on"  
[X Link](https://x.com/noahseidman/status/1958989489755525487)  2025-08-22T20:27Z 20.9K followers, [----] engagements


"11 hours for a weekly all time high Ethereum close"  
[X Link](https://x.com/noahseidman/status/1959600605640487101)  2025-08-24T12:56Z 20.9K followers, [----] engagements


"Added a monstrous bag of $fypm on this dip"  
[X Link](https://x.com/noahseidman/status/1960424107159511090)  2025-08-26T19:28Z 21K followers, [---] engagements


"I'm ok with Curve DAO folks wanting a bigger piece and voting for scheduled credit line increases. if it was up to me I'm ok with the current proposal. In any case no matter it's time @yieldbasis"  
[X Link](https://x.com/noahseidman/status/1961932056742465683)  2025-08-30T23:20Z 20.9K followers, [----] engagements


"Rather than "Believe in somETHing" I think it should be "Get paid by somETHing""  
[X Link](https://x.com/noahseidman/status/1963551870422495536)  2025-09-04T10:37Z 21K followers, [----] engagements


"Autopilot working with both Dromes. The first @VelodromeFi flight took off in Epoch [---]. ✈ Next epoch: more internal runs before $VELO Pilots can onboard. @AutoPilot_xyz will optimize for max-APR across the @Optimism Superchain with rewards kept simple: claim USDC. https://t.co/PkOUxRpbwV The first @VelodromeFi flight took off in Epoch [---]. ✈ Next epoch: more internal runs before $VELO Pilots can onboard. @AutoPilot_xyz will optimize for max-APR across the @Optimism Superchain with rewards kept simple: claim USDC. https://t.co/PkOUxRpbwV"  
[X Link](https://x.com/noahseidman/status/1967993810149052642)  2025-09-16T16:47Z 20.9K followers, [----] engagements


"If the fee switch isn't active it likely never will be"  
[X Link](https://x.com/noahseidman/status/1968297238209413239)  2025-09-17T12:53Z 20.9K followers, [----] engagements


"Ooof looks linear but it's gonna go parabolic. Wealth inequality continues to surge: US private sector financial assets relative to US GDP is up to 6.1x one of the highest readings in history. This is only below the 2020-2021 highs when the US economy was recovering from the pandemic. This ratio has also risen nearly 50% https://t.co/r9s3r9eJW7 Wealth inequality continues to surge: US private sector financial assets relative to US GDP is up to 6.1x one of the highest readings in history. This is only below the 2020-2021 highs when the US economy was recovering from the pandemic. This ratio"  
[X Link](https://x.com/noahseidman/status/1968776759668572511)  2025-09-18T20:38Z 20.9K followers, [----] engagements


"To buy BTC from @yieldbasis $crvUSD must be bought minted or borrowed. And that can ONLY be done through @CurveFinance infrastructure"  
[X Link](https://x.com/noahseidman/status/1973103007781761303)  2025-09-30T19:09Z 20.9K followers, [----] engagements


"Currently 100% of all $btc purchased from @yieldbasis requires $crvUSD to first be purchased borrowed or minted from @CurveFinance. 🤌"  
[X Link](https://x.com/noahseidman/status/1973752644322906316)  2025-10-02T14:11Z 20.9K followers, [----] engagements


"Low time frame $crv ping ping usually occurs here between the daily [--] and [--]. Bullish and the [--] holds as support chipping away at the [--] as resistance"  
[X Link](https://x.com/noahseidman/status/1973846789884424385)  2025-10-02T20:25Z 20.9K followers, [----] engagements


"🚨 $move at [--] a fresh lower low. We've waited years for this"  
[X Link](https://x.com/noahseidman/status/1973992428039295430)  2025-10-03T06:04Z 20.9K followers, 61.5K engagements


"🚨 $move is below [--]. We've waited [----] days for this. The global Aave health factor is surging collateral is appreciating credit lines are firing up. Systemic currency supply is preparing to expand"  
[X Link](https://x.com/noahseidman/status/1974431733853622731)  2025-10-04T11:09Z 20.9K followers, 115.8K engagements


"Happy 5th Birthday Beefy🎂 In [--] years weve autocompounded billions launched thousands of products and navigated hundreds of potential vulnerabilities all without suffering a single hack. Read our story and how to celebrate to WIN $BIFI 🎈 https://t.co/qQKXOEe3gV Happy 5th Birthday Beefy🎂 In [--] years weve autocompounded billions launched thousands of products and navigated hundreds of potential vulnerabilities all without suffering a single hack. Read our story and how to celebrate to WIN $BIFI 🎈 https://t.co/qQKXOEe3gV"  
[X Link](https://x.com/noahseidman/status/1976268998900613221)  2025-10-09T12:50Z 20.9K followers, [----] engagements


"10% blowout on $move. Someone got blown out of the water"  
[X Link](https://x.com/noahseidman/status/1976765894018867251)  2025-10-10T21:44Z 20.9K followers, [----] engagements


"Folks had one task to not be a forced seller"  
[X Link](https://x.com/noahseidman/status/1976790418047238147)  2025-10-10T23:22Z 20.9K followers, [----] engagements


"If you survived today you're doing it right. Covid crash: $1.2 Billion in liquidations FTX crash: $1.6 Billion in liquidations Today: $19.16 Billion in liquidations This is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March [----]. https://t.co/avCSRK3l53 Covid crash: $1.2 Billion in liquidations FTX crash: $1.6 Billion in liquidations Today: $19.16 Billion in liquidations This is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March [----]. https://t.co/avCSRK3l53"  
[X Link](https://x.com/noahseidman/status/1976818041527976268)  2025-10-11T01:12Z 20.9K followers, [----] engagements


"The thing is. it all just reinflates 🤌"  
[X Link](https://x.com/noahseidman/status/1976824170580439270)  2025-10-11T01:36Z 20.9K followers, [----] engagements


"@NoRiskIsRisk As in what is the best investment No way for me to know thus the extent that I've diversified. Events like this don't encourage me to invest more once effective position sizes are acquired no more is needed. Otherwise simplest for me to say I tend to be a base layer maxi"  
[X Link](https://x.com/noahseidman/status/1977101024843513876)  2025-10-11T19:56Z 20.9K followers, [--] engagements


"These market conditions are where portfolios do everything folks hope they will do. The few that retain capital that chose wisely that made good decisions see outcomes that outperform the majority"  
[X Link](https://x.com/noahseidman/status/1977175863537156413)  2025-10-12T00:53Z 20.9K followers, [----] engagements


"$btc gonna run it back turbo amirite"  
[X Link](https://x.com/noahseidman/status/1977389739712950435)  2025-10-12T15:03Z 20.9K followers, [----] engagements


"If you imagine the net worth of your investments is zero and cash flow from your investments is comparable if not superior to your full time job do you really give a fuck about your net worth"  
[X Link](https://x.com/noahseidman/status/1977631771283128417)  2025-10-13T07:05Z 20.9K followers, [----] engagements


"@bettlebruce Soft liquidations from crvUSD make it more manageable. Certainly not invalidated just need tech that supports the volatility"  
[X Link](https://x.com/noahseidman/status/1977792481769955451)  2025-10-13T17:44Z 20.9K followers, [---] engagements


"Few handled Friday well. Few were awesome. @noahseidman @bettlebruce And that tech is @protocol_fx @noahseidman @bettlebruce And that tech is @protocol_fx"  
[X Link](https://x.com/noahseidman/status/1977793893493059778)  2025-10-13T17:49Z 20.9K followers, [----] engagements


"pools opening s00n congrats to the first ones in. 📸 https://t.co/WqftWILvGm pools opening s00n congrats to the first ones in. 📸 https://t.co/WqftWILvGm"  
[X Link](https://x.com/noahseidman/status/1977822843682639950)  2025-10-13T19:44Z 20.9K followers, [----] engagements


"How can sooo many folks get this wrong after so many years of stream content Who prints more dollars Who prints more dollars"  
[X Link](https://x.com/noahseidman/status/1978110755967738295)  2025-10-14T14:48Z 20.9K followers, [----] engagements


"Resistance takes time. In this instance we're talking [---] days so far. The difference now is that $move is under [--] and these two go down in a rubbernecking fashion"  
[X Link](https://x.com/noahseidman/status/1978233557890793814)  2025-10-14T22:56Z 20.9K followers, [----] engagements


"Seems like $yb literally launched everywhere meaningful simultaneously. Fairly wild coordination overall TGE and launch"  
[X Link](https://x.com/noahseidman/status/1978450668990972410)  2025-10-15T13:19Z 21K followers, [----] engagements


"It's gonna be weird seeing [--] figures of $crvUSD supply when it's the 3rd largest stable. 👀 https://t.co/kkYA7jPgP3 👀 https://t.co/kkYA7jPgP3"  
[X Link](https://x.com/noahseidman/status/1978503541950931444)  2025-10-15T16:49Z 21K followers, 16.8K engagements


"There's [--] fundamental businesses in crypto. Everything else is noise. Avoid noise if you want to sleep only few engage noise to reap a bounty; I opt for the former"  
[X Link](https://x.com/noahseidman/status/1978614726071328984)  2025-10-16T00:11Z 20.9K followers, [----] engagements


"JUST IN: Feds Miran: [--] bps point cuts is too slow a pace JUST IN: Feds Miran: [--] bps point cuts is too slow a pace"  
[X Link](https://x.com/noahseidman/status/1978847306511237461)  2025-10-16T15:35Z 20.9K followers, [----] engagements


"Folks convince themselves of the worst things possible"  
[X Link](https://x.com/noahseidman/status/1978955984769782046)  2025-10-16T22:47Z 20.9K followers, [----] engagements

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