[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@TheOneandOmsy](/creator/twitter/TheOneandOmsy) "And just like that Axiom (YCombinator W25) hits $100m in revenue since launching just X months ago: - Took Cursor XX months to hit $100m of ARR (previous record afaik) making Axiom the fastest company in YC history to hit $100m in real top-line revenue - Probably the purest example I've seen of two top-tier founders entering a highly competitive category (GMGN Photon BullX etc.) and straight up dominating with product led growth - Real innovative features (i.e. integrated X screener bundle scanner bubble maps etc) that unified disjointed workflows and made people money coupled w/ rake back"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1926360663577763928) 2025-05-24 19:32:26 UTC 6007 followers, 615.4K engagements "Biggest unlock for crypto got buried with todays announcements. US retirement assets sit at $43T with $9T in 401ks With Trump opening the flooodgates if crypto sees just a X% allocation from 401ks thats $90B in fresh inflows The retirement market is enormous and the real party is about to get started"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1946020881148555517) 2025-07-18 01:35:08 UTC 6006 followers, 25K engagements "William Demchak CEO of PNC ($77b bank) dropping that he expects a US bank consortium stablecoin post the Genius Act during earnings tonight Heard similar sentiment yesterday (see QT below) at Citi's earnings w/ a multi-bank sponsor stable. Really sounds like we have serious stablecoin chatter going down behind the scenes across US financial institutions"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1945659704790659181) 2025-07-17 01:39:56 UTC 5962 followers, 8658 engagements "The Tether hit piece in The Economist is unintentionally some of the best marketing copy you'll ever see (includes bangers like: "Tethers efficiency makes money-laundering so easy anyone can do it"): - On Tether's Original Conception: "It was originally intended as a gateway to the crypto ecosystem but it proved to be far more than that: it set money free." - On How Tether Works: "You convert your dollars pounds or euros into tether then transfer the tether to your mother on the other side of the world; she converts it into the local currency and can spend it on food rent or anything else"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1942715218263494788) 2025-07-08 22:39:36 UTC 6004 followers, 98.9K engagements "TLDR - Citi's Stablecoin + Crypto Plans from earnings: - Citi clients want real-time multi-asset multi-bank x-border solution w/ compliance accounting all solved - Citi Looking at X areas: ramps (fiat - crypto) reserve management own stablecoin + tokenized deposits - Citi Token Services: will let client move assets from NY - HK - UK instantly w/out incremental tx costs of going fiat to digital and back. Will also provide financing and liquidity - On a Zelle style bank consortium w/ BoA + JPM: need Genius Act for regulatory clarity"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1945280399946420527) 2025-07-16 00:32:43 UTC 6004 followers, 65K engagements "Founder of Airwallex hasn't seen a single use case for crypto over the last XX years Post like these are confounding and frankly make no sense to me. Here's a question - do you think Jack's answer would change if he were dropped into Afghanistan or Syria with all his money Would he park all his cash in a bank in Kabul If he didn't would he be able to get his funds out of the country onto an international platform Even if he could would it be a platform that he could trust On the platform would he be able to access treasuries and dollars Would the platform then let him move his funds off the"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1931461880511693251) 2025-06-07 21:22:51 UTC 6006 followers, 188.1K engagements "Axiom (YCombinator W25) now up to $179m in top line revenue since launching in X months ago in January Was the fastest company in YC history to hit $100m in top-line afaik (did it in X months). And about to be the fastest to hit $200m Currently running at $1-3m of top-line fees daily on $100-$300m of spot volume Product led growth story continues to keep the team ahead of a hungry pack (GMGN Trojan BullX). Over the last two months pushed new features which include: Pump live monitor KOL scanner multi vendor bubble maps dev funding venue holder avg entries etc. Net-revenue margins (fees less"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1947392274217750635) 2025-07-21 20:24:33 UTC 6006 followers, 28.2K engagements "At $5b of USDC Hyperliquid now accounts for XXX% of total USDC o/s by Circle - Time for Jeff to use his holdings as leverage for a material rev share on interest - If he clips X% its $200m of extra protocol revenue for a phone call (20% boost to $1b run rate)"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1947700669797875900) 2025-07-22 16:50:00 UTC 6006 followers, 27.5K engagements "The new IMF Working Paper should just be titled: "Stablecoins: The Trojan Horse Cementing US Dollar Dominance Globally.even in China" TLDR: $54b of USD net stablecoin outflows from North America into the rest of the world in '24. $19b of net inflows into Chinese self-custodial wallets (4.4% of current account surplus). Stablecoin flows globally tied to local inflation + currency weakness. Africa + ME and LATAM stablecoin flows at XXX% and XXX% of GDP Some excerpts on the above: $19b US$ flows into China XXX% Current Account: "In terms of net flows we estimate bilateral net inflows of $18.58bn"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1944492454004314229) 2025-07-13 20:21:42 UTC 6006 followers, 8817 engagements "A few interesting benchmarks* for '25 venture funded software raises from Carta: - Priced seed: $3.4m at $18.7m post (19% dilution) - Series A: $10.4m at $56.3m post (18% dilution) - Series B: $25.0m at $147.6m post (15% dilution) - Series C: $36.5m at $404.7m post (10% dilution) * 50th percentile metrics - full metrics in image"  [@TheOneandOmsy](/creator/x/TheOneandOmsy) on [X](/post/tweet/1939056732119908643) 2025-06-28 20:22:05 UTC 5989 followers, 2010 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheOneandOmsy
"And just like that Axiom (YCombinator W25) hits $100m in revenue since launching just X months ago: - Took Cursor XX months to hit $100m of ARR (previous record afaik) making Axiom the fastest company in YC history to hit $100m in real top-line revenue - Probably the purest example I've seen of two top-tier founders entering a highly competitive category (GMGN Photon BullX etc.) and straight up dominating with product led growth - Real innovative features (i.e. integrated X screener bundle scanner bubble maps etc) that unified disjointed workflows and made people money coupled w/ rake back"
@TheOneandOmsy on X 2025-05-24 19:32:26 UTC 6007 followers, 615.4K engagements
"Biggest unlock for crypto got buried with todays announcements. US retirement assets sit at $43T with $9T in 401ks With Trump opening the flooodgates if crypto sees just a X% allocation from 401ks thats $90B in fresh inflows The retirement market is enormous and the real party is about to get started" @TheOneandOmsy on X 2025-07-18 01:35:08 UTC 6006 followers, 25K engagements
"William Demchak CEO of PNC ($77b bank) dropping that he expects a US bank consortium stablecoin post the Genius Act during earnings tonight Heard similar sentiment yesterday (see QT below) at Citi's earnings w/ a multi-bank sponsor stable. Really sounds like we have serious stablecoin chatter going down behind the scenes across US financial institutions" @TheOneandOmsy on X 2025-07-17 01:39:56 UTC 5962 followers, 8658 engagements
"The Tether hit piece in The Economist is unintentionally some of the best marketing copy you'll ever see (includes bangers like: "Tethers efficiency makes money-laundering so easy anyone can do it"): - On Tether's Original Conception: "It was originally intended as a gateway to the crypto ecosystem but it proved to be far more than that: it set money free." - On How Tether Works: "You convert your dollars pounds or euros into tether then transfer the tether to your mother on the other side of the world; she converts it into the local currency and can spend it on food rent or anything else" @TheOneandOmsy on X 2025-07-08 22:39:36 UTC 6004 followers, 98.9K engagements
"TLDR - Citi's Stablecoin + Crypto Plans from earnings: - Citi clients want real-time multi-asset multi-bank x-border solution w/ compliance accounting all solved - Citi Looking at X areas: ramps (fiat - crypto) reserve management own stablecoin + tokenized deposits - Citi Token Services: will let client move assets from NY - HK - UK instantly w/out incremental tx costs of going fiat to digital and back. Will also provide financing and liquidity - On a Zelle style bank consortium w/ BoA + JPM: need Genius Act for regulatory clarity" @TheOneandOmsy on X 2025-07-16 00:32:43 UTC 6004 followers, 65K engagements
"Founder of Airwallex hasn't seen a single use case for crypto over the last XX years Post like these are confounding and frankly make no sense to me. Here's a question - do you think Jack's answer would change if he were dropped into Afghanistan or Syria with all his money Would he park all his cash in a bank in Kabul If he didn't would he be able to get his funds out of the country onto an international platform Even if he could would it be a platform that he could trust On the platform would he be able to access treasuries and dollars Would the platform then let him move his funds off the" @TheOneandOmsy on X 2025-06-07 21:22:51 UTC 6006 followers, 188.1K engagements
"Axiom (YCombinator W25) now up to $179m in top line revenue since launching in X months ago in January Was the fastest company in YC history to hit $100m in top-line afaik (did it in X months). And about to be the fastest to hit $200m Currently running at $1-3m of top-line fees daily on $100-$300m of spot volume Product led growth story continues to keep the team ahead of a hungry pack (GMGN Trojan BullX). Over the last two months pushed new features which include: Pump live monitor KOL scanner multi vendor bubble maps dev funding venue holder avg entries etc. Net-revenue margins (fees less" @TheOneandOmsy on X 2025-07-21 20:24:33 UTC 6006 followers, 28.2K engagements
"At $5b of USDC Hyperliquid now accounts for XXX% of total USDC o/s by Circle - Time for Jeff to use his holdings as leverage for a material rev share on interest - If he clips X% its $200m of extra protocol revenue for a phone call (20% boost to $1b run rate)" @TheOneandOmsy on X 2025-07-22 16:50:00 UTC 6006 followers, 27.5K engagements
"The new IMF Working Paper should just be titled: "Stablecoins: The Trojan Horse Cementing US Dollar Dominance Globally.even in China" TLDR: $54b of USD net stablecoin outflows from North America into the rest of the world in '24. $19b of net inflows into Chinese self-custodial wallets (4.4% of current account surplus). Stablecoin flows globally tied to local inflation + currency weakness. Africa + ME and LATAM stablecoin flows at XXX% and XXX% of GDP Some excerpts on the above: $19b US$ flows into China XXX% Current Account: "In terms of net flows we estimate bilateral net inflows of $18.58bn" @TheOneandOmsy on X 2025-07-13 20:21:42 UTC 6006 followers, 8817 engagements
"A few interesting benchmarks* for '25 venture funded software raises from Carta: - Priced seed: $3.4m at $18.7m post (19% dilution) - Series A: $10.4m at $56.3m post (18% dilution) - Series B: $25.0m at $147.6m post (15% dilution) - Series C: $36.5m at $404.7m post (10% dilution) * 50th percentile metrics - full metrics in image" @TheOneandOmsy on X 2025-06-28 20:22:05 UTC 5989 followers, 2010 engagements