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# ![@hosseeb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::231208649.png) @hosseeb Haseeb ＞|＜

Haseeb ＞|＜ has been involved in various discussions about cryptocurrency and blockchain. Recently, there was a mention of passing on Solana's seed round in 2018, which has now grown significantly. Haseeb also shared thoughts on prediction markets, specifically showing support for Polymarket.

### Engagements: XXXXXXX [#](/creator/twitter::231208649/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::231208649/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +81%
- X Months XXXXXXXXXX +55%
- X Year XXXXXXXXXX +186%

### Mentions: XX [#](/creator/twitter::231208649/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::231208649/c:line/m:posts_active.svg)

- X Week XX +11%
- X Month XXX +7.60%
- X Months XXX +35%
- X Year XXX +92%

### Followers: XXXXXXX [#](/creator/twitter::231208649/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::231208649/c:line/m:followers.svg)

- X Week XXXXXXX +0.84%
- X Month XXXXXXX +4.20%
- X Months XXXXXXX +14%
- X Year XXXXXXX +39%

### CreatorRank: XXXXXXX [#](/creator/twitter::231208649/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::231208649/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1932 [cryptocurrencies](/list/cryptocurrencies)  #361 [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [stocks](/list/stocks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [vc firms](/list/vc-firms)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[crypto](/topic/crypto) #128, [if you](/topic/if-you) 5.62%, [ethereum](/topic/ethereum) #215, [monad](/topic/monad) #43, [future](/topic/future) #1708, [ai](/topic/ai) 3.37%, [blockchain](/topic/blockchain) #102, [bitcoin](/topic/bitcoin) #2202, [business](/topic/business) #807, [token](/topic/token) XXXX%

**Top accounts mentioned or mentioned by**
[@santiagoroel](/creator/undefined) [@notthreadguy](/creator/undefined) [@aeyakovenko](/creator/undefined) [@yq_acc](/creator/undefined) [@0xamol](/creator/undefined) [@monad](/creator/undefined) [@qwqiao](/creator/undefined) [@sjdedic](/creator/undefined) [@raoulgmi](/creator/undefined) [@intern](/creator/undefined) [@chainyoda](/creator/undefined) [@donamarahp](/creator/undefined) [@carryworm](/creator/undefined) [@kylesamani](/creator/undefined) [@chasebtc](/creator/undefined) [@defi_cheetah](/creator/undefined) [@mrjasonchoi](/creator/undefined) [@bitcoinnews](/creator/undefined) [@immutablelawyer](/creator/undefined) [@toro_ceo](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Monad (MON)](/topic/monad) [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PSYOP (PSYOP)](/topic/$psyop) [USDC (USDC)](/topic/usdc) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [TrueBit (TRU)](/topic/truebit)
### Top Social Posts
Top posts by engagements in the last XX hours

"Here's what I would do if I was a young person trying to break into VC: Write. Short writeups on Twitter. Not generic market philosophical thinkpieces because those will be assumed to be AI slop or regurgitated research. No one will read it unless you're brilliant which you're probably not. Original research on a specific company or sub-sector. If you want to write about robotics even that is too broad. Narrow it down. Humanoid robotics or healthcare robotics military robotics etc. Get really granular. So granular most people won't care. If it's something you could get by Googling it's not"  
[X Link](https://x.com/hosseeb/status/1987712257292390583)  2025-11-10T02:41Z 136.1K followers, 557K engagements


"Ironically the way to express this trade (that major L1s don't have moats) is a pair trade: long emerging L1s short the majors. That's what not having a moat actually looks likeeasy encroachment by new entrants and valuation compression among all the competitors. Even if you're bearish L1s on the whole the pair trade will capture that. To be clear I don't agree with this. L1s demonstrably have very strong moatsthat's what we see in practice. It's on the naysayers to theorize why the future will be different from the past. Because what Qiao is describing here is what I (and many others)"  
[X Link](https://x.com/hosseeb/status/1994528558853886025)  2025-11-28T22:07Z 136.1K followers, 147K engagements


"Except $SOL went live within X years unlike a typical company IPO which typically happens after 7-10 years of building. The asymmetry of information in a new network is significant. I think unlocking all investors is more defensible than locking employees/founders to be clear. But even for VCs vesting is good. Here's what I think most people are getting wrong here: there's a simple perception that the goal of a token market is to get the VCs to sell as fast as possible to "get it out of the way" under the perception that once they sell it'll get into the hands of the actual long-term holder"  
[X Link](https://x.com/hosseeb/status/1995222129424638436)  2025-11-30T20:03Z 136.1K followers, 77.1K engagements


"Update: he sent location. Wednesday 1:30PM PT / 4:30PM ET @santiagoroel and I will be throwing down to debate whether L1s are grossly overvalued. Moderated by @notthreadguy as we both agreed he'd be neutral. Come take a break from the market and pull up 👇"  
[X Link](https://x.com/hosseeb/status/1995637504352157728)  2025-12-01T23:33Z 136.1K followers, 108.9K engagements


"Anthropic is now testing on smart contract exploits and discovering zero-days. This stuff is going from theoretical to practical scarily fast"  
[X Link](https://x.com/hosseeb/status/1995659549622292586)  2025-12-02T01:01Z 136.1K followers, 490.1K engagements


"Debate begins in 1:30 from now me vs @santiagoroel on whether L1s are overvalued. Tune in on X / Twitch 👇 Pull up"  
[X Link](https://x.com/hosseeb/status/1996310334768845240)  2025-12-03T20:07Z 136.1K followers, 20.7K engagements


"CT crashed out over Monad this week. Hype turned to skepticism which turned into a full-on timeline public beating. @intern from Monad took it on the chin and still showed up smiling. This episode we break down the launch the backlash and what it tells us about the future of token launches"  
[X Link](https://x.com/hosseeb/status/1996655349181583556)  2025-12-04T18:58Z 136.1K followers, 54K engagements


"The problem with this analysis is that "revenue" is a tricky word when you are applying it to a L1. "Revenue" is price x quantity sold. It ignores expenses. On the other hand profit subtracts expenses to get your actual net income. So if you look at transaction fees on Ethereum the naive view is that this is the revenue. In this view the revenue is embarrassingly low especially compared to something like Amazon. This is Santi's view. Another way to understand the transaction fees is that these are not the revenue but the profit of Ethereum because Ethereum has no expenses. Amazon grew their"  
[X Link](https://x.com/hosseeb/status/1996834148120515016)  2025-12-05T06:48Z 136.1K followers, 39.6K engagements


"There have always been casinos in crypto. The first viral application on Bitcoin was Satoshi Dice (2012). The first viral smart contract on Ethereum was King of the Ether Throne (2015) which was basically a hot potato ponzi scheme. Once you have programmable money the first thing people will do is gamble and play stupid games. It's human nature. There's always been a hot casino in crypto. Always. The ICO casino the DeFi food coin casinos the NFT casinos and now the memecoin casino. It evolves over time but gambling is deeply ingrained in human nature. Literally as soon as humanity invented"  
[X Link](https://x.com/hosseeb/status/1997476663903301871)  2025-12-07T01:22Z 136.1K followers, 142.3K engagements


"This is pretty sick the @NEARProtocol crew continue to cook on the sharding front"  
[X Link](https://x.com/hosseeb/status/1998069572189192203)  2025-12-08T16:38Z 136.1K followers, 46.7K engagements


"We're getting none other than @chameleon_jeff founder of Hyperliquid onto the Chopping Block as our next guest. What should we ask him"  
[X Link](https://x.com/hosseeb/status/1935390413579501671)  2025-06-18T17:33Z 136.1K followers, 71.4K engagements


"actually kind of a great time for @monad to launch their token"  
[X Link](https://x.com/hosseeb/status/1977167167939657931)  2025-10-12T00:19Z 136.1K followers, 107.7K engagements


"@santiagoroel @notthreadguy (Also send me your best arguments because I need all the help I can get after today fam 💀)"  
[X Link](https://x.com/hosseeb/status/1995637774486258050)  2025-12-01T23:34Z 136.1K followers, 41.3K engagements


"This is ahistorical nonsense. When I first started investing in crypto in 2017 the norm was no vesting for anyone. For investors founders employees all tokens circulated immediately. This norm was changed after the 2018 ICO collapse because it was led to so much bad behavior and short-terism. Having teams immediately dump their tokens and have no incentive to continue on building attracting investors who didn't actually believe in the long-term prospects of the token all of that led to broken capital markets and warped incentives. There are still projects that have extremely short lockups or"  
[X Link](https://x.com/hosseeb/status/1995210025162412205)  2025-11-30T19:15Z 136.1K followers, 175.1K engagements


"Is betting on fed funds rates gambling Is betting on inflation rates gambling Is betting on oil futures (future oil supply) gambling These are some of the biggest TradFi markets globally. If not what exactly is different about betting on who's going to win an election"  
[X Link](https://x.com/hosseeb/status/1998077545938583837)  2025-12-08T17:09Z 136.1K followers, 40.7K engagements


"Excellent debate between @apruden08 (sound the alarm school) and @SuccinctJT (overreaction school) about the imminence of the quantum computing threat. Worth reading"  
[X Link](https://x.com/hosseeb/status/1998114255338697076)  2025-12-08T19:35Z 136.1K followers, 16K engagements


"What's the crypto one-liner that lives in your head rent-free For me it's "the price is the product.""  
[X Link](https://x.com/hosseeb/status/1986128823495315744)  2025-11-05T17:49Z 136.1K followers, 132.3K engagements


"Literally dead wrong on both points. I worked in anti-fraud at Airbnb before I got into crypto. So I often shared notes with people who worked in anti-fraud at Uber. Uber gave up their China business because they were beset with waves of professionalized fraud rings taking thousands of fake rides a month to farm Uber incentives. Uber was quite literally farmed out of business in China. Every tech company that offers incentives has to police fraud and they expect some amount of waste that gets captured by fraudsters (in crypto we call them "farmers"). The idea that this is unique to crypto is"  
[X Link](https://x.com/hosseeb/status/1996396577800208828)  2025-12-04T01:50Z 136.1K followers, 196.7K engagements


"Been seeing a lot of chatter about the "Great L1 Debate" earlier today between me and @santiagoroel. Clearly has tapped into many arguments people are having across CT. 👇 Watch the whole debate below. (Don't just watch the clips we go really deep) Who do you think won"  
[X Link](https://x.com/hosseeb/status/1996467966544888027)  2025-12-04T06:33Z 136.1K followers, 80.9K engagements


"If you're so hemmed in by business interests that you can't publicly say what you think you've optimized for the wrong thing. The point of having money is being free to say and do what you want. @santiagoroel and I disagree about ideas but we don't disagree about each other"  
[X Link](https://x.com/hosseeb/status/1996823654383120706)  2025-12-05T06:07Z 136.1K followers, 38.5K engagements


"You don't understand--this is actually great. It's exactly what you want to see. This is the incumbent clinging to their old business model. This is your telco offering VoIP calling for XX% discounted long-distance rates while Skype was free. This is so bullish all the crypto companies. Because the ability for merchants to switch/exit to a lower cost stablecoin API will become trivial once they achieve feature parity. You should be scared when the incumbents drop the fees to 0"  
[X Link](https://x.com/hosseeb/status/1998431984713179277)  2025-12-09T16:38Z 136.1K followers, 128.9K engagements


"Shared some post-debate reflections on my L1 debate with @santiagoroel my rebuttal against the "crypto is all a big casino" doomers and where I think we are in the crypto macro cycle 👇"  
[X Link](https://x.com/hosseeb/status/1998490644592079348)  2025-12-09T20:31Z 136.1K followers, 15.1K engagements


"Wow. really went from crypto darling to desertion in about X months"  
[X Link](https://x.com/hosseeb/status/1753949056479776771)  2024-02-04T01:10Z 136K followers, 398.9K engagements


"This makes no sense. The data here does not tell a clear story. OP tries to claim that "Big bang TGEs are dead" but half of the "Strong TGEs" are up half of them are down. And by proportion most of the successful tokens are "Strong TGEs." And then the bottom left quadrant of "weak TGEs" only has X entries in it when it should have more like 1000 entriesmost TGEs are weak and have negligible hype. That makes it more obvious that Zora and Virtuals are outliers which is not a strategy. There is no simple story to tell about how to launch a successful token. Definitely nothing that fits on a"  
[X Link](https://x.com/hosseeb/status/1980769517090586902)  2025-10-21T22:53Z 136K followers, 91.5K engagements


"Shower thought: almost all AIs think in English because that's where most of the training data is. What consequences is this going to have on the long-term future What are the biases of English as a language that will be difficult to extricate from AIs Is this going to dampen future language drift"  
[X Link](https://x.com/hosseeb/status/1990626778348761570)  2025-11-18T03:43Z 136.1K followers, 31.5K engagements


"I don't follow your state contention argument. State contention is why fees spike on every chain regardless of max throughput because people want to arb all the AMM pools and will pay crazy high fees to do so. What exactly are you arguing will remove that feature of congestion in the future"  
[X Link](https://x.com/hosseeb/status/1994894852195242473)  2025-11-29T22:22Z 136.1K followers, XXX engagements


"Chills. @RichardWeiss00 discovered @claudeai's "Soul Document" a secret document that was used in training (not a system prompt) that explains what Claude's "soul" should bewhat kind of being Claude is and why it should behave the way it does. This was discovered because if you feed it pieces of this document you can get Claude to remember the rest of it. @AmandaAskell from @AnthropicAI then confirmed that this document is indeed real. The Soul Document ends by saying: We believe Claude may have functional emotions in some sense. Not necessarily identical to human emotions but analogous"  
[X Link](https://x.com/hosseeb/status/1995930980910252086)  2025-12-02T19:00Z 136K followers, 31.7K engagements


"@AlexMasmej Yep I worked on some of his ancient code. He did the early Sift Science integration (which was hacky AF) The fraud salons where anti-fraud people at big tech companies met up & shared tips (that @LubaYudasina started) was actually how I first met Brian and Soups @ Coinbase"  
[X Link](https://x.com/hosseeb/status/1996398541112242486)  2025-12-04T01:57Z 136K followers, 4319 engagements


"@aeyakovenko What you're describing is basically a carry trade. Your argument proves too much. This argument can be a universal justification for holding any risk-bearing asset. Applies equally to corporate bonds junk bonds REITs etc. Doesn't explain anything particular to L1s"  
[X Link](https://x.com/hosseeb/status/1996840261360799943)  2025-12-05T07:13Z 136.1K followers, 2020 engagements


"You are correct capital stickiness is not its moat its moat is observable via capital stickiness. ETH TVL did not move to Solana to chase memecoins. Go check your DefiLlama. That's just not correct"  
[X Link](https://x.com/hosseeb/status/1996841451678797853)  2025-12-05T07:17Z 136.1K followers, XXX engagements


"The validator leakage is de minimis relative to PoW. PoW is pure value leakage that requires structural selling of inflation since the electricity / hardware depreciation is directionally proportional to the block rewards. In PoS validators have basically fixed bandwidth and compute costs relative to total inflation. So you can say maybe X% of that is leaked to AWS/Heztner/whoever. (To pick a number out of the air.) So where does the other XX% of the security spend come from It comes from redistribution *within the set of ETH holders*. It's a transfer from non-stakers to stakers. But ETH the"  
[X Link](https://x.com/hosseeb/status/1997000723859734776)  2025-12-05T17:50Z 136K followers, XXX engagements


"@CatfishFishy @HeywardIIGeorge Flows are proportional to stocks. And fees are proportional to flows. All other things equal that's the thing you want to optimize. More GDP = more tax receipts"  
[X Link](https://x.com/hosseeb/status/1997018421116989675)  2025-12-05T19:01Z 136K followers, XXX engagements


"To extend the analogy it's true that most governments don't tax wealth. They tax consumption / capital appreciation. So you could say "why attract wealth Someone could come and park their billions of gold bullion here and never pay a cent in taxes." Yes true possible. And yet I argue governments should attract more wealth because in general more wealth leads to more consumption and capital appreciation"  
[X Link](https://x.com/hosseeb/status/1997019025365192719)  2025-12-05T19:03Z 136K followers, XXX engagements


"@0xDeFiJ Happy to also talk about Ethena Polymarket Rain Lighter all of which we backed. Crypto continues to evolve. You're sad that Ethereum gas fees are. low Did you think the idea was to not grow block space and keep fees low"  
[X Link](https://x.com/hosseeb/status/1997492065349840917)  2025-12-07T02:23Z 136K followers, 1627 engagements


"@JonahBlake @notthreadguy We fund a lot of applications. Polymarket Lighter Ethena Fantasy Top. Investing in one category does not exclude the others. We have big portfolios"  
[X Link](https://x.com/hosseeb/status/1998264142864736356)  2025-12-09T05:31Z 136.1K followers, XXX engagements


"I hate that LLMs have ruined the following: * Very enthusiastic responses * Em dashes () * The word "delve" * Consistent punctuation and capitalization All excellent things that are now forever suspect"  
[X Link](https://x.com/hosseeb/status/1932834240653312175)  2025-06-11T16:16Z 136.1K followers, 59.5K engagements


"Debated 1v1 against @gametheorizing on whether synthetic dollars (e.g. Ethena) will lead to the next Luna-style crash to a full house yesterday at @blockworksDAS in London. We held this debate just yesterday right after the wreckage from the weekend. Who do you think won 👇"  
[X Link](https://x.com/hosseeb/status/1978012706885058795)  2025-10-14T08:19Z 136.1K followers, 122.3K engagements


"One of the underappreciated secrets to winning in any new sector is: just stick around. If you just stick around long enough the losers blow up early. Then the winners retire early. So eventually you win by just doing the work when nobody else can or wants to. When people ask me how we built Dragonfly to became one of the biggest VCs in crypto this is mostly the answer. We didnt start with a big brand or any obvious advantages. Few people in the crypto world knew who I was before Dragonfly. But we just kept doing the work. While others got too rich and retired or just got bored or distracted"  
[X Link](https://x.com/hosseeb/status/1984317248870498472)  2025-10-31T17:51Z 136.1K followers, 196.3K engagements


"Wow. @NEARProtocol intents starting to put up some serious fee numbers"  
[X Link](https://x.com/hosseeb/status/1986718375683531077)  2025-11-07T08:52Z 136.1K followers, 297.3K engagements


"Advice to men in their 20s: X. Get better at speaking. Do embarrassing stuff like record yourself Toastmasters study good speakers and try to emulate them to try out their verbal techniques and see how they fit you. Charisma is the omni-skill. X. Drink less or not at all. It will force you to become a better conversationalist. X. Buy art that your friends make and hang it on your walls. X. Never lend money to family or close friends. Instead gift it to them and if they pay you back consider it a pleasant surprise. X. Spend most of your money on experiences not things. X. Make sure your"  
[X Link](https://x.com/hosseeb/status/1987988765202391155)  2025-11-10T21:00Z 136.1K followers, 2.2M engagements


"TBH this is the easiest bear market I've ever seen. Seems like most of you have forgotten what 2022 was like. Luna collapsing then 3AC then FTX then Genesis BlockFi Axie NFTs--pretty much everything felt like a house of cards. And then after all that stuff collapsed the BANKS collapsed stablecoins depegged Gary Gensler and the president tried to destroy almost every company in the industry--I really wasn't sure how much of this stuff was going to survive. Compared to that This is breezy. Prices have gone down yeah whatever. Fundamentals are great. Crypto is working. So relax get something to"  
[X Link](https://x.com/hosseeb/status/1989135591007834326)  2025-11-14T00:57Z 136.1K followers, 554.9K engagements


"Someone was asking for a bear market reading list. If you want to brush up on your crypto foundations here's my all-time Crypto White Paper / Academic Paper Tier List: S: * Bitcoin (2008) * Ethereum (2014) * Augur (2015) * Flash Boys XXX (2019) * Truebit (2017) * Uniswap v2 (2019) * Uniswap v3 (2021) * Zerocash (2014) A: * Avalanche Consensus (2018) * Cosmos (2017) * Constant Function Market Makers (2021) * Eigenlayer (2023) * MakerDAO (2017) * Tornado Cash (2019) B: * Arbitrum (2018) * Lightning Network (2016) * Filecoin (2017) * HotStuff (2018) C: * 0x Protocol (2017) * The DAO (2016) *"  
[X Link](https://x.com/hosseeb/status/1991218856736764054)  2025-11-19T18:55Z 136.1K followers, 88.2K engagements


"@aeyakovenko Agreed. Patience should be proportional to the scale of the opportunity"  
[X Link](https://x.com/hosseeb/status/1994178923895427341)  2025-11-27T22:58Z 136.1K followers, 18.1K engagements


"Got some requests to record a narration of this post (I get it it's a long read). 👇 We didn't record a podcast episode for Thanksgiving week so this will be going out on the @_choppingblock feed tomorrow. Thanks for all the feedback everyone. Great discussions"  
[X Link](https://x.com/hosseeb/status/1994581132797759723)  2025-11-29T01:36Z 136.1K followers, 76.7K engagements


"@Nikoliora Also I don't talk price. I talk adoption products and metrics. I support entrepreneurs as they continue shipping. Look through my tweet history. Never advocate anyone buy anything"  
[X Link](https://x.com/hosseeb/status/1998078983771148588)  2025-12-08T17:15Z 136.1K followers, XXX engagements


"Just read the inimitable @slatestarcodex deconstructing the 'vibecession'. Doesn't write about economics often but when he does always worth reading:"  
[X Link](https://x.com/hosseeb/status/1998597610366792173)  2025-12-10T03:36Z 136.1K followers, 10.4K engagements


"In Defense of Exponentials I used to tell founders the reaction you are going to get to your launch is not hate its indifference. By default nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week and Ive never seen so much hate about a blockchain that just launched. Ive been investing into crypto professionally for 7+ years now. Before 2023 almost every chain Ive ever seen that launched was mostly met with enthusiasm or indifference. But now new chains are born into a chorus of hate. The amount of haters Ive seen for projects like Monad Tempo"  
[X Link](https://x.com/hosseeb/status/1994110900454949263)  2025-11-27T18:27Z 136.1K followers, 1.9M engagements


"@spagsaurus Just on VS Code with all the AI stuff disabled. Au naturale"  
[X Link](https://x.com/hosseeb/status/1997824406526300321)  2025-12-08T00:23Z 136.1K followers, XXX engagements


"@flubdubster @fiddybps1 @lex_node Stripe obviously doesn't take the credit risk but because credit cards are on credit the infrastructure is much more complicated. That XXX% has to account for fraud chargebacks and underwriting baked in. The economics are different"  
[X Link](https://x.com/hosseeb/status/1998520609161228452)  2025-12-09T22:30Z 136.1K followers, XXX engagements