# ![@pythianism Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::887851445982068737.png) @pythianism Vance Spencer

Vance Spencer is involved in the DeFi (decentralized finance) space, focusing on stablecoins and lending markets. He highlights the growth of on-chain lending and the importance of risk management, while also promoting his own project, Sky, which has become the third-largest stablecoin issuer. Spencer also discusses the future of lending, citing "curator markets" as a key development.

### Engagements: [---] [#](/creator/twitter::887851445982068737/interactions)
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### Mentions: [--] [#](/creator/twitter::887851445982068737/posts_active)
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### Followers: [-------] [#](/creator/twitter::887851445982068737/followers)
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- [--] Months [-------] +9.60%
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### CreatorRank: [---------] [#](/creator/twitter::887851445982068737/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::887851445982068737/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36.45% [cryptocurrencies](/list/cryptocurrencies)  28.97% [exchanges](/list/exchanges)  7.48% [stocks](/list/stocks)  6.54% [countries](/list/countries)  5.61% [technology brands](/list/technology-brands)  5.61% [currencies](/list/currencies)  2.8% [social networks](/list/social-networks)  0.93% [financial services](/list/financial-services)  0.93%

**Social topic influence**
[crypto](/topic/crypto) 15.89%, [ai](/topic/ai) 8.41%, [stablecoins](/topic/stablecoins) 6.54%, [if you](/topic/if-you) 4.67%, [defi](/topic/defi) #3060, [money](/topic/money) 4.67%, [we are](/topic/we-are) 3.74%, [future](/topic/future) 3.74%, [hyperliquid](/topic/hyperliquid) #467, [ethereum](/topic/ethereum) 3.74%

**Top accounts mentioned or mentioned by**
[@skyecosystem](/creator/undefined) [@iamlequanghuong](/creator/undefined) [@sequoia](/creator/undefined) [@berachain](/creator/undefined) [@llamaonthebrink](/creator/undefined) [@defillama](/creator/undefined) [@sharplink](/creator/undefined) [@bitmnr](/creator/undefined) [@coindesk](/creator/undefined) [@sndrkrisztian](/creator/undefined) [@skyecosystems](/creator/undefined) [@0xzergs](/creator/undefined) [@splitcapital](/creator/undefined) [@niccarter](/creator/undefined) [@lorenzoark](/creator/undefined) [@sparkdotfi](/creator/undefined) [@pegasusfund](/creator/undefined) [@vladtenev](/creator/undefined) [@garrettbullish](/creator/undefined) [@hiframework](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDC (USDC)](/topic/usdc) [Bitcoin (BTC)](/topic/bitcoin) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The alt recovery will be led by those who buy back their own token in size Size = 10%+ of supply or more bought every 3-6 months The biggest buyer of your token has to be the project itself soak the supply up then others will come into the fray Few moving like this"  
[X Link](https://x.com/pythianism/status/1884355741181698143)  2025-01-28T21:39Z 134.9K followers, 466.9K engagements


"RWA Looping is going to be absolutely huge The golden age of private credit will happen on chain"  
[X Link](https://x.com/pythianism/status/1988704083356877173)  2025-11-12T20:22Z 134.9K followers, 61.2K engagements


"If the status quo plays out ETH will be the only quantum secure crypto asset and flip BTC in 1-2 years"  
[X Link](https://x.com/pythianism/status/2015516882053239269)  2026-01-25T20:07Z 134.9K followers, 215.7K engagements


"rest in peace king CIA and Mossad and pedo elite are running some kind of sex trafficking entrapment blackmail ring out of Puerto Rico and caribbean islands. They are going to frame me with a laptop planted by my ex gf who was a spy. They will torture me to death. CIA and Mossad and pedo elite are running some kind of sex trafficking entrapment blackmail ring out of Puerto Rico and caribbean islands. They are going to frame me with a laptop planted by my ex gf who was a spy. They will torture me to death"  
[X Link](https://x.com/pythianism/status/2018044542919086561)  2026-02-01T19:31Z 134.9K followers, 76.2K engagements


"Not to glaze but I am bullish on crypto funds that have switched to first person shooter mode/venture building vs. passive allocation mode Even if you don't agree with Tempo it is a higher level strategy than just assessing founders as they walk through the door I would say the work we are doing with Sky is similar and stands to benefit our portfolio disproportionately and if you don't have a strategy like this I would argue you are cooked We are at a point in crypto where top GPs know how crypto should be used better than most founders if you are waiting for founders to blow your mind with a"  
[X Link](https://x.com/pythianism/status/1999546694372065478)  2025-12-12T18:27Z 134.9K followers, 89.7K engagements


"Buying the #2 player in any category is an incredible way to get euthanized LIT is criminally undervalued at 5% of HYPE. LIT is criminally undervalued at 5% of HYPE"  
[X Link](https://x.com/pythianism/status/2018724319468392496)  2026-02-03T16:32Z 134.9K followers, 73.1K engagements


"Lots of talk of people pivoting out of crypto Expect the streets to get tougher as your dumbest counterparties exit the playing field I am grateful we have a handful of geniuses in DeFi building future deca/centicorns Thats where were at"  
[X Link](https://x.com/pythianism/status/2020219269246861724)  2026-02-07T19:33Z 134.9K followers, 21.8K engagements


"Hyperliquid flips Coinbase at $44 btw"  
[X Link](https://x.com/pythianism/status/2021305652228903359)  2026-02-10T19:29Z 134.9K followers, 36.1K engagements


"Pretty bleak future for regular people if they can't own any AI upside due to private markets/no tokenization and can't earn any yield stablecoins due to community banks complaining So what are these folks supposed to do exactly"  
[X Link](https://x.com/pythianism/status/2011840746954113425)  2026-01-15T16:39Z 134.8K followers, 76.2K engagements


"The light of the end of the tunnel for DeFi (HYPE SYRUP and SKY) is the universe of public fintechs that trade 30-50x P/E While SaaS has been clobbered fintech multiples are resilient and individual fintech stocks are up 10-30x from their 2022-2023 lows the only category that has kept pace with the AI trade writ large We are in value town right now but not forever https://twitter.com/i/web/status/2015840195287863527 https://twitter.com/i/web/status/2015840195287863527"  
[X Link](https://x.com/pythianism/status/2015840195287863527)  2026-01-26T17:32Z 134.8K followers, 18.5K engagements


"DATs aren't all bad PURR is up 18% today BMNR is rolling Michael Burry opened up a GME position (BTC) This should be obvious but buying the right assets at the right prices having a good cap table and raising capital thoughtfully allows your DAT to succeed Many just didn't do this and that is on them. The SOL DATs top blasting and trying to ignite a retail fervor with cringe hypemen was obviously not going to work https://twitter.com/i/web/status/2016233563629486430 https://twitter.com/i/web/status/2016233563629486430"  
[X Link](https://x.com/pythianism/status/2016233563629486430)  2026-01-27T19:35Z 134.7K followers, 27.2K engagements


"Maybe the most obvious point of them all The point of a DAT should be to acquire coins they actually want to own to absorb supply headwinds while demand tailwinds naturally build The point of a DAT is not to cajole others into buying in a memetic frenzy DATs aren't all bad PURR is up 18% today BMNR is rolling Michael Burry opened up a GME position (BTC) This should be obvious but buying the right assets at the right prices having a good cap table and raising capital thoughtfully allows your DAT to succeed Many just DATs aren't all bad PURR is up 18% today BMNR is rolling Michael Burry opened"  
[X Link](https://x.com/pythianism/status/2016239419779645473)  2026-01-27T19:58Z 134.7K followers, 18.7K engagements


"Hashrate capitulation on BTC miners either packing it or rotating into AI HPC workloads Notable miner capitulations in hash rate: Nov [----] June [----] November [----] August [----]. No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto. https://t.co/JKFQmQeHYl No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big"  
[X Link](https://x.com/pythianism/status/2017292420933947515)  2026-01-30T17:42Z 134.4K followers, 10.2K engagements


"To follow up here There is a public company called Recursion Pharmaceuticals (RXRX) that does ML/AI-driven drug discovery Their main value prop is they have BioHive-2 a supercomputer built in partnership with NVIDIA lots of GPUs They haven't made any novel discoveries yet and the stock is trending to [--]. Most healthcare HFs are short this company At least in public markets doing science with GPUs isn't all it seems to be Food for thought One of the more interesting divergences of perspectives Friends at SF AI labs are near 100% conviction on AI drug discovery being revolutionary Friends at NY"  
[X Link](https://x.com/pythianism/status/2017348286055940596)  2026-01-30T21:24Z 134.6K followers, 27.6K engagements


"Other than Hype Sky is the only asset that is green on the year (+6.12%) The buybacks are working Sky Protocol bought back [---] million SKY tokens in January using [---] million USDS. The total USDS spent on buybacks has exceeded [---] million USDS since the program's inception in February [----]. https://t.co/kU3BpgU1qy Sky Protocol bought back [---] million SKY tokens in January using [---] million USDS. The total USDS spent on buybacks has exceeded [---] million USDS since the program's inception in February [----]. https://t.co/kU3BpgU1qy"  
[X Link](https://x.com/pythianism/status/2018360863762334043)  2026-02-02T16:28Z 134.7K followers, 19.2K engagements


"Would you rather buy Workday at $42Bn or Hyperliquid at $31Bn"  
[X Link](https://x.com/pythianism/status/2018788670715949104)  2026-02-03T20:48Z 134.8K followers, 28.4K engagements


"Holy shit lmao ZOOMER BITHUMB RECOVERS 99.7% OF [------] BTC MISTAKENLY AIRDROPPED TO CUSTOMERS: BBG ZOOMER BITHUMB RECOVERS 99.7% OF [------] BTC MISTAKENLY AIRDROPPED TO CUSTOMERS: BBG"  
[X Link](https://x.com/pythianism/status/2019943482052530188)  2026-02-07T01:17Z 134.6K followers, 24.2K engagements


"Warsh will be dovish His comments from [--] years ago are basically irrelevant Warsh is wearing the crown now and no longer an inexperiencd [--] y/o republican vying for attention during the Obama years"  
[X Link](https://x.com/pythianism/status/2020936561492443301)  2026-02-09T19:03Z 134.8K followers, [----] engagements


"Everyone wants to blame Anthropic and nobody wants to admit they owned expensive stocks"  
[X Link](https://x.com/pythianism/status/2021000233791132020)  2026-02-09T23:16Z 134.7K followers, [----] engagements


"Please do the Maths Aave currently yields 1.9% on USDT come get 3.75% in spUSDT backed by @SkyEcosystem If you ever get tired of getting 1.9% on your USDT hop over to Spark's USDT savings vault 3.75% and hundreds of millions in liquidity. https://t.co/UJ1sGZNSmO If you ever get tired of getting 1.9% on your USDT hop over to Spark's USDT savings vault 3.75% and hundreds of millions in liquidity. https://t.co/UJ1sGZNSmO"  
[X Link](https://x.com/pythianism/status/2021245907065336248)  2026-02-10T15:32Z 134.7K followers, [----] engagements


"Prediction market clones will continue to raise silly amounts of VC funding until Hyperliquid launches their own After that it will be clear for all participants involved"  
[X Link](https://x.com/pythianism/status/2021299894414418177)  2026-02-10T19:07Z 134.9K followers, 12.3K engagements


"Congratulations to Layer Zero Zero introduces four 100x breakthroughs across storage (QMDB) compute (FAFO) networking (SVID) and zk proving (Jolt Pro). It lives up to everything we stand for: - Decentralized - Permissionless - Censorship-resistant https://t.co/x5ve1PqAyc Zero introduces four 100x breakthroughs across storage (QMDB) compute (FAFO) networking (SVID) and zk proving (Jolt Pro). It lives up to everything we stand for: - Decentralized - Permissionless - Censorship-resistant https://t.co/x5ve1PqAyc"  
[X Link](https://x.com/pythianism/status/2021397537358479720)  2026-02-11T01:35Z 134.8K followers, 11.2K engagements


"If you share your work with the world good things will happen"  
[X Link](https://x.com/pythianism/status/2021715823426187574)  2026-02-11T22:39Z 134.8K followers, [----] engagements


"I dont really see a way for Gen Y/Z to survive the Baby Boomer/Silent Generation looting spree other than to take long shots on alternative assets that explicitly give the middle finger to both corporate equity and the traditional financial system"  
[X Link](https://x.com/anyuser/status/1316907558402203648)  2020-10-16T01:03Z 134.8K followers, [----] engagements


"coinbase in [--] years probably no orderbook trades routed to open source liquidity where they LP focus on frontend/regulatory/staking/custody earn most of income from LP/staking native tokens of KYC'd DEX's serve primarily as a wallet for users asset light"  
[X Link](https://x.com/anyuser/status/1383983650480349189)  2021-04-19T03:19Z 134.8K followers, [----] engagements


"warren buffet jimmy buffet who gives a shit"  
[X Link](https://x.com/pythianism/status/1388979569906966532)  2021-05-02T22:11Z 133.4K followers, [---] engagements


"Call Your Senators"  
[X Link](https://x.com/pythianism/status/1423699233811537922)  2021-08-06T17:35Z 133.4K followers, [---] engagements


"If these are your senators start calling DEMS - Padilla - Carper - Lujan - Hickenlooper - Cantwell - Markey - Merkley - Sinema - Warner - Van Hollen - Gillibrand - Bennet - Rosen - Cortez Masto - Ossoff - Peters - Manchin GOP - Collins - Romney - Cassidy"  
[X Link](https://x.com/pythianism/status/1423711341290790914)  2021-08-06T18:23Z 133.4K followers, [----] engagements


"Alpha hiding in plain sight - surely it can't be this easy"  
[X Link](https://x.com/anyuser/status/1425209006902038536)  2021-08-10T21:34Z 134.8K followers, [----] engagements


"how do social token clubs like $FWB get to $10bn+ in mcap (100x from here)"  
[X Link](https://x.com/pythianism/status/1438637765642493952)  2021-09-16T22:55Z 134.7K followers, [--] engagements


"these are the good old days my dudes make sure you enjoy them"  
[X Link](https://x.com/anyuser/status/1453102499116634113)  2021-10-26T20:53Z 134.8K followers, [---] engagements


"the greatest minds of a generation all saying gm to each other gm"  
[X Link](https://x.com/anyuser/status/1454125288166543360)  2021-10-29T16:37Z 134.8K followers, [----] engagements


"ukraine resolves next couple months oil goes down inflation down gradually fed hikes once/twice we permanently memory hole covid wyd"  
[X Link](https://x.com/anyuser/status/1501661519460904962)  2022-03-09T20:49Z 134.8K followers, [---] engagements


"people asking me what [--] was like sir i was 15"  
[X Link](https://x.com/pythianism/status/1537612953775505409)  2022-06-17T01:47Z 133.4K followers, [---] engagements


"if you have money on nexo now is the time to consider withdrawing"  
[X Link](https://x.com/anyuser/status/1547981426825433089)  2022-07-15T16:28Z 134.8K followers, [---] engagements


"if you don't know what you are doing its better to sit in spot eth outside of a defi liquidity pool to avoid being collateral damage"  
[X Link](https://x.com/pythianism/status/1567337666106236928)  2022-09-07T02:23Z 134.6K followers, [--] engagements


"VCS ASKING FOR REFUNDS ON CRYPTO PROJECTS LMAO"  
[X Link](https://x.com/anyuser/status/1573068534262939649)  2022-09-22T21:55Z 134.8K followers, [----] engagements


"everyone should work at a startup at least once in their life the adult daycare email job will always be there"  
[X Link](https://x.com/pythianism/status/1580307457477201921)  2022-10-12T21:20Z 133.6K followers, [---] engagements


".@sequoia u up"  
[X Link](https://x.com/pythianism/status/1590136383838236672)  2022-11-09T00:17Z 133.4K followers, [----] engagements


"sorry to everyone that got hurt today much love we will rebuild the industry there is a plan"  
[X Link](https://x.com/anyuser/status/1590451947714510848)  2022-11-09T21:11Z 134.8K followers, [----] engagements


"everyone hates crypto again bullish"  
[X Link](https://x.com/anyuser/status/1601636532133122049)  2022-12-10T17:54Z 134.8K followers, [---] engagements


"Michael Lewis is completely full of shit FTX was not a "profitable business""  
[X Link](https://x.com/anyuser/status/1708658533779001416)  2023-10-02T01:41Z 134.8K followers, 166.2K engagements


"When no milllenials/zoomers can afford a house and job prospects are limited don't be surprised when P/Es for zeitgeisty tech stocks/crypto going vertical even with higher rates Interest rates don't matter to millenials/zoomers; they have no savings and little prospect to ever have them. Even big tech friends are living paycheck to paycheck. All that matters is swinging for the fences; a portfolio optimized for the instagram lifestyle. This is actually quite rational. Spend more time in Asia and you will understand the crushing paradox for young people"  
[X Link](https://x.com/pythianism/status/1714697205259325511)  2023-10-18T17:37Z 134.8K followers, 285.2K engagements


"after the ETF goes live normal people will be able to invest in crypto instead of just the mentally ill"  
[X Link](https://x.com/anyuser/status/1745169629310255108)  2024-01-10T19:43Z 134.8K followers, 130.5K engagements


"GBTC volumes down 50% today"  
[X Link](https://x.com/pythianism/status/1749884368733225450)  2024-01-23T19:58Z 134.5K followers, 32.7K engagements


"AI x Crypto is mostly nonsense at this point. But thats fine. You have to invest in categories when they are nonsense. Its called being early"  
[X Link](https://x.com/anyuser/status/1776293833703076162)  2024-04-05T17:00Z 134.8K followers, 65.4K engagements


"I think most of the people on this site are sidelined Which means that somewhere boomers and instos who bought at 48K on BTC ETF day are euphoric The absolute state of things"  
[X Link](https://x.com/anyuser/status/1786124146348605821)  2024-05-02T20:02Z 134.7K followers, 74.8K engagements


"Twitters true opp rn is just making a much better telegram Can you imagine if they were integrated"  
[X Link](https://x.com/pythianism/status/1796645903144784186)  2024-05-31T20:52Z 134.9K followers, [----] engagements


"The answer to who will buy alts is simple. The ones that generate profits will buy back or burn their own tokens giving allocators comfort to buy alongside these natural flows. We believe there are multiple tokens that can hit $1BN+ in earnings this cycle"  
[X Link](https://x.com/pythianism/status/1802754471736627482)  2024-06-17T17:25Z 133.4K followers, 92.8K engagements


"DeFi Renaissance (real) DeFi Renaissance (real)"  
[X Link](https://x.com/pythianism/status/1854602098123719054)  2024-11-07T19:09Z 134.8K followers, 39.4K engagements


"All told today ETH net inflows are 28% of BTC net inflows ETH is 23% of BTC market cap 🌲 BlackRock (ETHA) Daily ETH Flows: +100.5m: BBG 🌲 BlackRock (ETHA) Daily ETH Flows: +100.5m: BBG"  
[X Link](https://x.com/pythianism/status/1856177066980585928)  2024-11-12T03:27Z 134.8K followers, 71.7K engagements


"Great post $ETH is money How to think of Eth (the asset) a Manifesto: Eth is *the* permissionless money. What is permissionless money Money that can move trustlessly through an on-chain economy. USDC/T have trust assumptions (they can freeze anytime). Before I make the case to you why permissionless How to think of Eth (the asset) a Manifesto: Eth is *the* permissionless money. What is permissionless money Money that can move trustlessly through an on-chain economy. USDC/T have trust assumptions (they can freeze anytime). Before I make the case to you why permissionless"  
[X Link](https://x.com/pythianism/status/1857476556240912707)  2024-11-15T17:31Z 133.4K followers, 28.3K engagements


"Together we can deport Jason Calacanis Believe in something"  
[X Link](https://x.com/anyuser/status/1861831790459261275)  2024-11-27T17:57Z 134.8K followers, 60.3K engagements


"Trump is the Saylor of ETH President Trump just bought $5mn more ETH https://t.co/yrbpCuPmaP President Trump just bought $5mn more ETH https://t.co/yrbpCuPmaP"  
[X Link](https://x.com/anyuser/status/1866918253832139184)  2024-12-11T18:49Z 134.8K followers, 82.7K engagements


"People are having fun on Berachain Amazing to see"  
[X Link](https://x.com/pythianism/status/1891561235142852992)  2025-02-17T18:51Z 134.8K followers, 17.1K engagements


".@berachain PoL is going to surprise a lot of people"  
[X Link](https://x.com/pythianism/status/1891717745785368838)  2025-02-18T05:13Z 134.8K followers, 19.9K engagements


"The two deepest lending markets in crypto are BERA and ETH If what you are building involves looping these are the two ecosystems to build on"  
[X Link](https://x.com/pythianism/status/1892600053795053699)  2025-02-20T15:39Z 134.8K followers, 19.9K engagements


"Genuinely think we want to see a thousand stablecoins flourish From observing the way different stablecoins interact on chain I can definitely say the landscape is not zero sum We shouldn't be gatekeeping this opportunity from any subset of large or small institutions A new era begins : the stablecoin multiverse. Hundreds of companies and governments are launching (or will soon) their stablecoins. I'm very proud to see such massive adoption of a technology that Tether created back in [----] 🙏 Good luck everyone ♥ A new era begins : the stablecoin multiverse. Hundreds of companies and"  
[X Link](https://x.com/pythianism/status/1905334200846483609)  2025-03-27T19:00Z 134.8K followers, 26.9K engagements


"The @SkyEcosystem community call right now is pretty fascinating; talking the future of AI to govern $7.2bn of balance sheet 400m of rev and 150m of earnings Mindblowing there are [--] people on the call and Sky trades at 1.3bn fdv Feel like I'll retweet this at some point"  
[X Link](https://x.com/anyuser/status/1912577205919707202)  2025-04-16T18:41Z 134.8K followers, 26.4K engagements


"@llamaonthebrink @DefiLlama DeFiLlama is the least accurate of all"  
[X Link](https://x.com/pythianism/status/1915433635613991112)  2025-04-24T15:52Z 134.3K followers, 79.9K engagements


"No need to get into specifics but there is a well known ancient whale that was selling 10-11 figs of BTC at $110K I thought it would take a lot longer to chew through it $250K"  
[X Link](https://x.com/anyuser/status/1944771830579089431)  2025-07-14T14:51Z 134.8K followers, 110.6K engagements


".@sharplink and @BitMNR traded $3.5bn of volume combinedtoday Together the two companies have ATM shelves worth $7bn where they can sell that amount into the bid over time and then buy that amount of Ethereum Study reflexivity"  
[X Link](https://x.com/pythianism/status/1947762642799771668)  2025-07-22T20:56Z 134.8K followers, 135.8K engagements


"Are they selling ze ETH I would guess non The rate to borrow naked ETH is 15% The staking rate is 3-4% Its rotation Future of france There is now more than [------] $ETH ($2.5B) in queue to exit the network with the wait time to exit at nearly [--] days. Capital rotation profit taking treasury strategies. Thank you for the mention @CoinDesk @sndr_krisztian 💪 https://t.co/nnCD3E0paz There is now more than [------] $ETH ($2.5B) in queue to exit the network with the wait time to exit at nearly [--] days. Capital rotation profit taking treasury strategies. Thank you for the mention @CoinDesk"  
[X Link](https://x.com/pythianism/status/1948417430885138879)  2025-07-24T16:18Z 133.8K followers, 25.8K engagements


"Looks good send it"  
[X Link](https://x.com/pythianism/status/1950755364233703685)  2025-07-31T03:08Z 134.5K followers, 20K engagements


"Of the top [--] USD stablecoins (USDT USDC USDS USDe) Three are founded by Europeans"  
[X Link](https://x.com/pythianism/status/1950953880029896851)  2025-07-31T16:17Z 134.8K followers, 47.3K engagements


"This is the most fascinating thing happening on chain rn btw Update: He is still going and deposited another [---] BTC ($79M) over the past [--] hours. He sold this again and longed ETH on a new address. He is now long [------] ETH ($460M) across [--] wallets while also holding [-----] ETH ($95M) in AAVE and another [----] ETH ($34M) in spot ETH. Update: He is still going and deposited another [---] BTC ($79M) over the past [--] hours. He sold this again and longed ETH on a new address. He is now long [------] ETH ($460M) across [--] wallets while also holding [-----] ETH ($95M) in AAVE and another [----] ETH ($34M) in"  
[X Link](https://x.com/pythianism/status/1958567419577880797)  2025-08-21T16:30Z 134.8K followers, 62.9K engagements


"Ken Griffin had a negative take on tokenization yesterday his point being that securities trading is already efficient I understand Ken's take but it misses the point that tokenization's primary use case is not trading. Tokenization's main use case is to facilitate better formation of capital specifically lending When you know what assets are worth at all times and you can draw significant liquidity on demand against them and issue new assets programmatically what you have is just a better organized lending capital market that has larger bandwidth. Framework routinely does things in crypto"  
[X Link](https://x.com/pythianism/status/1976314303897817454)  2025-10-09T15:50Z 134.8K followers, 61.9K engagements


"Total USDS supply has grown to $8.07Bn USDS & DAI remain pegged to $1 with $2.6Bn in USDC available to facilitate withdrawals within a single ETH block All efforts to move crypto to decentralized venues must be redoubled while growing safely + profitably"  
[X Link](https://x.com/pythianism/status/1977130641490858290)  2025-10-11T21:54Z 134.8K followers, 14.8K engagements


"Retail wants yield that is safe exchanges that don't hunt them and VCs that invest on a good faith basis Its very simple"  
[X Link](https://x.com/pythianism/status/1978177269416824859)  2025-10-14T19:13Z 133.4K followers, 15.3K engagements


"The Brazilian Real (BRL) tokenized by Crown is an interesting allocation for @SkyEcosystem's $9.1Bn balance sheet once we have the pipes set up to lend against FX in early [----] Here is the setup: Short dated Real notes yield 15% (BRL denom) today. BRL is strengthening against USD 25% off its April tariff lows/+16% YTD as Brazil is capturing a lot of re-shoring flow from China decoupling. The currency is highly liquid but historically hard to get access to and especially get borrow against. Good candidate for tokenization Imagine looping BRLUSD FX + yield against a USD pair where LTVs and"  
[X Link](https://x.com/pythianism/status/1983590023929983369)  2025-10-29T17:41Z 133.8K followers, 14K engagements


"Its also very clear there is a hardcore RWA looping community thats beginning to form and thats cool too Its not perps or memecoins but a seperate third thing Cypherpunk and TradCore lending markets convergence"  
[X Link](https://x.com/pythianism/status/1986184690055967045)  2025-11-05T21:31Z 134.2K followers, 11.2K engagements


"Congratulations to Crown and Paradigm At 15%+ yield on short dated notes the Brazilian Real + Real notes is the most interesting yield bearing FX pair out there EXCLUSIVE: Crypto VC Paradigm bets $13.5 million on stablecoin startup Crown in first Brazil investment https://t.co/YMxkriBlY5 EXCLUSIVE: Crypto VC Paradigm bets $13.5 million on stablecoin startup Crown in first Brazil investment https://t.co/YMxkriBlY5"  
[X Link](https://x.com/pythianism/status/1998083890016346484)  2025-12-08T17:34Z 134.5K followers, 40.4K engagements


"$4.25Bn USDS - USDC oneshot The size is size The price is price $1 is $1 ICYMI @SkyEcosystem enables zero-slippage swaps between USDS and USDC up to $4.25B https://t.co/VuEwIhJaHZ ICYMI @SkyEcosystem enables zero-slippage swaps between USDS and USDC up to $4.25B https://t.co/VuEwIhJaHZ"  
[X Link](https://x.com/pythianism/status/1998799415356817644)  2025-12-10T16:58Z 133.6K followers, 15K engagements


"Hyperliquid should take their stablecoin business more seriously. There is almost $5Bn in the Hyperliquid bridge representing $200M of lost earnings if deposited into @SkyEcosystem PSM at the current SSR of 4%. Permisionless uncensorable scalable yield is available and it doesn't make sense to forgoe this given there is minimal/0 friction. There is also a [--] basis point distribution boost reward that can generate an additional $10M of earnings for Hyperliquid if integrated Sky has more $4Bn USDC is the largest pool for stablecoins on any chain and the only place that can provide this scale of"  
[X Link](https://x.com/pythianism/status/2001732746310488559)  2025-12-18T19:14Z 134.8K followers, 21.6K engagements


"2025 wasn't the year the crypto industry wanted but probably what it needed to continue moving forward As an industry we are now fully done with memecoins NFTs low float/high FDV and generally anything consumer My guess for [----] is that we see far fewer token launches a focus on the majors (ETH BTC) and a persistent institutional bid for DeFi blue chips with sensible value accrual Maybe a bid so strong it will surprise people when coupled with persistent buybacks and maximum financial discipline by protocols The future of this space is very clearly be stablecoins RWAs lending capital markets"  
[X Link](https://x.com/pythianism/status/2005705245570318802)  2025-12-29T18:19Z 133.5K followers, 101.1K engagements


"Fannie and Freddie IPO probably happens by Q3 at $500Bn-$600Bn market cap and raises $30Bn will be largest American IPO ever and sets some of the tone for IPO markets after"  
[X Link](https://x.com/pythianism/status/2007278870941331504)  2026-01-03T02:32Z 134.5K followers, [----] engagements


"If one makes enough money to buy a galaxy ($10Tn+) they will run into the same problem sovereigns have when they seek to store value mainly debasement and confiscation The design space for money remains open I am excited about decentralized stablecoins with yield BTC and ETH as the endgame for wealth https://twitter.com/i/web/status/2007883108847387094 https://twitter.com/i/web/status/2007883108847387094"  
[X Link](https://x.com/pythianism/status/2007883108847387094)  2026-01-04T18:33Z 134.8K followers, 15.6K engagements


"The normoids who were selling NFTs in [----] are now serial claude code entrepeneurs"  
[X Link](https://x.com/pythianism/status/2008990982864605695)  2026-01-07T19:55Z 133.5K followers, 46.7K engagements


"We are so close to permanently eviscerating the grifting class of this industry and moving crypto into a place where I don't have to tell people I work in fintech"  
[X Link](https://x.com/pythianism/status/2009751068536721607)  2026-01-09T22:16Z 133.5K followers, 35.3K engagements


"Very based it's increasingly obvious that Ethereum is a contrarian bet against most of what crypto VCs are betting on they're betting on: *gambling *CeDeFi *custodial stablecoins *'neo-banks' Ethereum is tripling down on disrupting power to enable sovereign individuals it's increasingly obvious that Ethereum is a contrarian bet against most of what crypto VCs are betting on they're betting on: *gambling *CeDeFi *custodial stablecoins *'neo-banks' Ethereum is tripling down on disrupting power to enable sovereign individuals"  
[X Link](https://x.com/pythianism/status/2010047351885574194)  2026-01-10T17:53Z 133.6K followers, 24.3K engagements


"crypto is more interesting now because in a world where AI accelerates the tails are incredibly fat and concepts like the world computer global state machine uncensorable money digital gold and stablecoins are more not less important all have large returns to scale as well"  
[X Link](https://x.com/pythianism/status/2011957682689687926)  2026-01-16T00:24Z 134.5K followers, 13.7K engagements


"@0xZergs Staking staking rate and staking inflation are top of mind items for the EF right now"  
[X Link](https://x.com/pythianism/status/2012995219721994405)  2026-01-18T21:07Z 133.4K followers, [----] engagements


"RT @SplitCapital: Call it a catch up trade. People getting disappointed with some underperformance to metals is fairweather behavior. I"  
[X Link](https://x.com/pythianism/status/2014813263952019665)  2026-01-23T21:31Z 133.5K followers, [--] engagements


"RT @nic_carter: Bitcoiners could learn a thing or two from this but they wont. I remember when bitcoin devs used to say we will take th"  
[X Link](https://x.com/pythianism/status/2014927712708682222)  2026-01-24T05:06Z 133.5K followers, [--] engagements


"All computing platforms are subject to broader tech trends they need to integrate to remain relevate ETH has embraced Stablecoins Tokenization AI Quantum BTC so far has embraced none"  
[X Link](https://x.com/pythianism/status/2015528571217821920)  2026-01-25T20:53Z 133.8K followers, 17.9K engagements


"RT @LorenzoARK: I think ETH is starting to look really uniquely positioned from a macro perspective. A few thoughts: 1) Store-of-valueness"  
[X Link](https://x.com/pythianism/status/2015604825682284977)  2026-01-26T01:56Z 133.5K followers, [---] engagements


"RT @SkyEcosystem: Sky Protocol bought back [----] million SKY last week spending [---] million USDS. Cumulative buybacks have now surpassed 1"  
[X Link](https://x.com/pythianism/status/2015819556611133456)  2026-01-26T16:10Z 133.5K followers, [--] engagements


"RT @sparkdotfi: Sparks Q4 [----] financial report is out Below please find the full breakdown of the protocols performance with detailed"  
[X Link](https://x.com/pythianism/status/2016183186733273190)  2026-01-27T16:15Z 133.5K followers, [--] engagements


"$CHIP The ticker is $CHIP. It sets the interest rate of artificial intelligence. Today we're announcing the https://t.co/3G1FcUsLPy Foundation and its governance token built on over $7.7 billion in trading volume and real revenue from GPU-backed lending. Here's how we got here. https://t.co/K32tXcrCUa The ticker is $CHIP. It sets the interest rate of artificial intelligence. Today we're announcing the https://t.co/3G1FcUsLPy Foundation and its governance token built on over $7.7 billion in trading volume and real revenue from GPU-backed lending. Here's how we got here. https://t.co/K32tXcrCUa"  
[X Link](https://x.com/pythianism/status/2016186067519734063)  2026-01-27T16:26Z 133.5K followers, 32.1K engagements


"Guy who ran a dozen NFT scams and a memecoin vape cabal questioning where crypto goes from here"  
[X Link](https://x.com/pythianism/status/2016192670637687300)  2026-01-27T16:52Z 133.6K followers, 29.2K engagements


"You go: back to club promotion selling coffee body scrubs instructional videos We go: Much higher"  
[X Link](https://x.com/pythianism/status/2016193388979331436)  2026-01-27T16:55Z 133.5K followers, [----] engagements


"Canada will go to Chinese YC YC no longer accepting Canadian startups wtf YC no longer accepting Canadian startups wtf"  
[X Link](https://x.com/pythianism/status/2016204335307227508)  2026-01-27T17:39Z 133.5K followers, 13.9K engagements


"Being polite is free of cost. It's spiritually rewarding and often opens up dialogue options not otherwise available. Very little downside"  
[X Link](https://x.com/pythianism/status/2016294167559991311)  2026-01-27T23:36Z 133.5K followers, 13.8K engagements


"@PegasusFund 4D chess"  
[X Link](https://x.com/pythianism/status/2016301715080020058)  2026-01-28T00:06Z 133.4K followers, [---] engagements


"RT @vladtenev: Thanks for the thought-provoking piece. My main critique is that you are overemphasizing flashy but low probability events"  
[X Link](https://x.com/pythianism/status/2016373020399378855)  2026-01-28T04:49Z 133.5K followers, [---] engagements


"RT @GarrettBullish: http://x.com/i/article/2016466001613967360 http://x.com/i/article/2016466001613967360"  
[X Link](https://x.com/pythianism/status/2016534525749395924)  2026-01-28T15:31Z 133.5K followers, [--] engagements


"Hes ready to buy ETH again Feeling optimistic about crypto for the first time in a long time. Maybe the beginning of a vibe shift. Feeling optimistic about crypto for the first time in a long time. Maybe the beginning of a vibe shift"  
[X Link](https://x.com/pythianism/status/2016535136746217651)  2026-01-28T15:33Z 133.5K followers, 31.4K engagements


"Tether becoming the largest gold holder outside of central banks has bought tremendous goodwill within the gold community increased the ceiling for BTC and increased the likelihood of meaningful flows from Gold-BTC There are levels as they say to this shit"  
[X Link](https://x.com/pythianism/status/2016583982738264160)  2026-01-28T18:47Z 134.4K followers, 22.1K engagements


"One final thought Instead of getting the Zoomers to buy BTC with the money they don't have Tether thought What if we just went after the boomers after we make them 2-5x richer via Gold 84D chess Tether becoming the largest gold holder outside of central banks has bought tremendous goodwill within the gold community increased the ceiling for BTC and increased the likelihood of meaningful flows from Gold-BTC There are levels as they say to this shit Tether becoming the largest gold holder outside of central banks has bought tremendous goodwill within the gold community increased the ceiling for"  
[X Link](https://x.com/pythianism/status/2016588453681516913)  2026-01-28T19:05Z 133.5K followers, 13.8K engagements


"Lets go Welcome Ben After nearly seven years I wrapped up my time at Coinbase. Grateful for the people proud of what we built and excited for whats next. Started a new chapter as a Venture Partner at @hiFramework spending more time with founders continuing to build out our industry. After nearly seven years I wrapped up my time at Coinbase. Grateful for the people proud of what we built and excited for whats next. Started a new chapter as a Venture Partner at @hiFramework spending more time with founders continuing to build out our industry"  
[X Link](https://x.com/pythianism/status/2016668694433452182)  2026-01-29T00:24Z 133.5K followers, 14.3K engagements


"One of the more interesting divergences of perspectives Friends at SF AI labs are near 100% conviction on AI drug discovery being revolutionary Friends at NY healthcare HFs are near 100% conviction AI for drug discovery is a zero So far I am more convinced by the latter"  
[X Link](https://x.com/pythianism/status/2016959535064490340)  2026-01-29T19:40Z 134.4K followers, 156.6K engagements


"Probably bullish for ETH in the long term There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem especially in the face of two facts: * L2s' progress to stage [--] (and secondarily on interop) has been far slower and more difficult than originally expected * L1 itself is scaling There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem especially in the face of two facts: * L2s' progress to stage [--] (and secondarily on interop) has been far slower and more difficult than originally expected * L1 itself is scaling"  
[X Link](https://x.com/pythianism/status/2018747709205995929)  2026-02-03T18:05Z 134.4K followers, 23.9K engagements


"Binance only holds 2.1% of SKY tokens now $32M notional down from 8.1% ($200M) at peak last year Bybit has more OI for SKY than it does in spot tokens which is just funny and the APY is consistently -50-100% We simply take the good tokens off the bad exchanges"  
[X Link](https://x.com/pythianism/status/2019599352675856628)  2026-02-06T02:29Z 134.2K followers, 13.2K engagements

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