#  @kankanivishal Vishal Kankani Vishal Kankani posts on X about bitcoin, solana, money, ethereum the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::38164463/interactions)  - [--] Week [-------] -91% - [--] Month [---------] +101% - [--] Months [---------] +1,104% - [--] Year [---------] +1,038% ### Mentions: [--] [#](/creator/twitter::38164463/posts_active)  - [--] Week [--] +6.70% - [--] Month [--] +167% - [--] Months [--] +25% - [--] Year [---] +119% ### Followers: [------] [#](/creator/twitter::38164463/followers)  - [--] Week [-----] +0.99% - [--] Month [-----] +0.95% - [--] Months [-----] +5.50% - [--] Year [-----] +19% ### CreatorRank: [---------] [#](/creator/twitter::38164463/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [countries](/list/countries) [currencies](/list/currencies) [nfts](/list/nfts) **Social topic influence** [bitcoin](/topic/bitcoin), [solana](/topic/solana), [money](/topic/money), [ethereum](/topic/ethereum), [crypto](/topic/crypto), [inflation](/topic/inflation), [market](/topic/market), [investment](/topic/investment), [fintech](/topic/fintech), [onchain](/topic/onchain) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDC (USDC)](/topic/usdc) [Celestia (TIA)](/topic/celestia) [Hivemapper (HONEY)](/topic/hivemapper) [Numeraire (NMR)](/topic/numeraire) [Helium (HNT)](/topic/helium) [Immutable (IMX)](/topic/immutable) ### Top Social Posts Top posts by engagements in the last [--] hours "Did someone just realize that Zcash ($ZEC) halvening is next week And did Mr. Market just say "Nah it doesn't matter". Will be interesting to read thought pieces next week on how halvening does or does not impact price action of crypto-assets" [X Link](https://x.com/kankanivishal/status/1326742700624908288) 2020-11-12T04:24Z [----] followers, [--] engagements "I've said this before. I will say this again. #Bitcoin was and continues to be the biggest macro trade out there in decades. We are witnessing the change of numeraire for money. Not every generation gets to see it. Stay strong stack sats and be humble" [X Link](https://x.com/kankanivishal/status/1339310444851376128) 2020-12-16T20:44Z [----] followers, [--] engagements "Goldman Sachs suggests #Bitcoin should be considered as an investable asset. Now imagine financial advisors wealth managers trading desks etc. scrambling to get a pie of this market. Adoption" [X Link](https://x.com/kankanivishal/status/1396869217895555076) 2021-05-24T16:42Z [----] followers, [--] engagements "What is @nounsdao - NounsDao is an on-chain avatar project with a treasury. - Treasury receives proceeds by auctioning off avatars. - NounsDAO then uses this treasury to fund creators/developers to build on top of these avatars. 2/n" [X Link](https://x.com/kankanivishal/status/1435396769878315009) 2021-09-08T00:17Z [----] followers, [--] engagements "What are Nouns - Nouns are 32x32 pixelated on-chain avatars. Produced using generative art. - Every [--] hours a noun is auctioned. Another noun is automatically generated. - Each noun has traits that are pseudorandomly distributed i.e. each noun is equally rare. 3/n" [X Link](https://x.com/kankanivishal/status/1435396773871296514) 2021-09-08T00:17Z [----] followers, [--] engagements "3/ What is the purpose of these nouns - Nouns are a cultural phenomenon imo. - Goal is to build communities centered around nouns. - The most extravagant ambition is for nouns to become embedded in the social and cultural fabric of our times. 4/n" [X Link](https://x.com/kankanivishal/status/1435396775259648006) 2021-09-08T00:17Z [----] followers, [--] engagements "Link to the @ConstitutionDAO live auction: #wagbtc https://youtube.com/watchv=1TBa-9Lx3vc&feature=share https://youtube.com/watchv=1TBa-9Lx3vc&feature=share" [X Link](https://x.com/kankanivishal/status/1461479201610027011) 2021-11-18T23:39Z [----] followers, [--] engagements "If you identify as a product person thrive in an environment of autonomy and love experimenting with wild ideas do consider responding to this tweet. CabinDAO is at the forefront of what work and cities would look like in the Information Age. Disclosure: We are investors. If youre a product leader thats DAO-curious now would be a great time to reach out and say hai 👀 Our product guild is growing and we need a vibe-aligned leader to help build software for DAOs the future of independent online work and perhaps even a decentralized city-state If youre a product leader thats DAO-curious now" [X Link](https://x.com/kankanivishal/status/1486726668706201603) 2022-01-27T15:43Z [----] followers, [--] engagements "Believing in four year crypto cycles is ignoring the reduced significance of Bitcoin halvings and not acknowledging the entry of new actors in the space" [X Link](https://x.com/kankanivishal/status/1676297844653981696) 2023-07-04T18:32Z [----] followers, [--] engagements "@MoneroMahesh Tweet was about entire crypto ecosystem. Other ecosystem development cycles are uncorrelated to Bitcoin. Security budget debate difficult to fit in a tweet but difficulty tail emissions economic activity can solve things" [X Link](https://x.com/kankanivishal/status/1676301963120771072) 2023-07-04T18:48Z [----] followers, [--] engagements "Teams aspiring for fixed token supply is a symptom of Bitcoin hangover. It is rampant. Over time winners would know better to carve their own niche for which they may need theoretically infinite supply but practically finite and growing supply" [X Link](https://x.com/kankanivishal/status/1676782506664923136) 2023-07-06T02:38Z [----] followers, [---] engagements ": I think different L1s have intentionally/unintentionally made certain choices that set them up for different use cases. For some use cases absolute" [X Link](https://x.com/kankanivishal/status/1687143471910432769) 2023-08-03T16:48Z [----] followers, [--] engagements "To me thinking from first principles in crypto means: Can you explain why your app requires these four lines If not why did your app not exist before crypto" [X Link](https://x.com/kankanivishal/status/1692661585469202897) 2023-08-18T22:15Z [----] followers, [----] engagements "2. Fixed-Maturity Contracts: These are akin to traditional bonds characterized by a predetermined maturity date" [X Link](https://x.com/kankanivishal/status/1694744303652761860) 2023-08-24T16:11Z [----] followers, [---] engagements "We are more inclined towards the perpetual model. This is because it maintains a consistent multiplier dictating how much more a long-term player earns compared to a short-term one throughout every block" [X Link](https://x.com/kankanivishal/status/1694744304701305212) 2023-08-24T16:11Z [----] followers, [---] engagements "@imrgoyal To give a sense of best pricing things in tradfi markets especially on big desks trade below [--] basis point quite frequently. Doing anything onchain by definition is going to be expensive for liquid assets all said and done" [X Link](https://x.com/kankanivishal/status/1697723675011858778) 2023-09-01T21:30Z [----] followers, [--] engagements "I have long believed that using crypto rails to coordinate funds globally among aligned actors to execute on their missions is going to unlock [--] to [--] consumer behaviors. This takes us [--] step closer" [X Link](https://x.com/kankanivishal/status/1699883537216811161) 2023-09-07T20:33Z [----] followers, [----] engagements "Was sitting next to a guy in the flight recently who works at a power plant. Said they routinely mine bitcoins when there is excess supply of electricity and it helps tremendously with grid stability. Fun fact for people that power can easily trade in negative I.e. people get paid to buy electricity. Bitcoins role in grid stability that allows for onboarding renewables at scale in the years to come is greatly under appreciated" [X Link](https://x.com/kankanivishal/status/1700251031127326870) 2023-09-08T20:53Z [----] followers, [----] engagements "Consumer crypto founders would likely benefit by targeting crypto native micro-influencers to seed their app combined with long term mindset that focuses on compounding quality slowly. Why You cant move faster than centralized alternatives normies will churn until the tech is abstracted away and already popular people have high opportunity cost to forego their existing distribution. It is hard but worth it" [X Link](https://x.com/kankanivishal/status/1701306231825318393) 2023-09-11T18:46Z [----] followers, [----] engagements "Using friendtech - looking for pros and rebuttals - preliminary thoughts on capturing attention TCRs haggling over price One pro is that while someone can chat in Twitter DMs but to be able to attract someones attention to respond to your message is a big lift . so in a way you pay to start a channel . (then if the chat is interesting you can connect on Twitter/Telegram etc and sell keys) If the rebuttal is no one gonna pay $10k to talk to someone - then we are just haggling over the price so long as you agree somebody is willing to pay $1 to chat Spam/Bots are a clear problem but something" [X Link](https://x.com/kankanivishal/status/1701683117768011993) 2023-09-12T19:44Z [----] followers, [----] engagements "Wrapping up Permissionless. Good to see folks from both Ethereum and Solana communities represented not only in talks but also on same panels. I think @aeyakovenko himself was on three panels - which to me is a clear sign of Solana gaining recognition for its abilities among the Ethereum community. Good to see cross dev communication. We need more of this as a crypto community. LFG" [X Link](https://x.com/kankanivishal/status/1701999428280766612) 2023-09-13T16:40Z [----] followers, [----] engagements "@metaproph3t Regulations privacy poor understanding of financial risk management among devs (move fast break things is not how finance works)" [X Link](https://x.com/kankanivishal/status/1702062902889398756) 2023-09-13T20:53Z [----] followers, [--] engagements "steadfastness of Bitcoin culture of Ethereum consumer obsession of Solana -- any other community stands out for anything specific" [X Link](https://x.com/kankanivishal/status/1703915757090832442) 2023-09-18T23:35Z [----] followers, [---] engagements "what are the best crypto communities where people hang out regardless of the price their pfp is trading" [X Link](https://x.com/kankanivishal/status/1704141918261625008) 2023-09-19T14:34Z [----] followers, [---] engagements "was thinking about when liquidity mining works when is it enough when it fails etc. here you go: all newcomers need attention -- two ways -- a) give net new product or b) give 10x better product-- if net new no need for any incentive -- net new is enough -- if not net new you basically incentivize people to look at you -- then you are basically on borrowed time -- say [--] days -- if you do not reach 10x in [--] days -- you are basically dead because getting a 2nd chance is exponentially harder -- alternatively build a 10x product first -- and then crush in the [--] days -- and then you are the new" [X Link](https://x.com/kankanivishal/status/1706732402104557786) 2023-09-26T18:08Z [----] followers, [---] engagements "Tokenizing real world assets is like putting magazine articles online in the early days of web. While useful this is the tip of the iceberg. There is about to come a sea change in the types of digital assets and the nature of their flow" [X Link](https://x.com/kankanivishal/status/1710142955225334006) 2023-10-06T04:00Z [----] followers, [----] engagements "We are pleased to announce our investment in Squads the leading multisig solution on Solana. Technology for financial custody access control trading and settlement has evolved throughout history and blockchains enable us to elevate it to the next level. Operating a business involves overseeing treasury management payroll HR and engineering. In crypto operations extend to granting permissions setting transaction limits conducting on-chain voting maintaining code authority implementing time delays and much more. Companies and internet-native organizations can leverage Squads' multisig to" [X Link](https://x.com/kankanivishal/status/1714003569613902135) 2023-10-16T19:41Z [----] followers, 20.6K engagements "Crypto is yet to unlock collective action at scale. We already have group chats to share information collaboration software to plan stuff and group accounts to manage finances (multisigs). What else is needed" [X Link](https://x.com/kankanivishal/status/1715195475739959387) 2023-10-20T02:37Z [----] followers, [---] engagements "Oversupply of fake news is an outcome. Business model is the cause. To fix misinformation crisis we need to rethink the business model. Why Fake news has to come in my feed to be consumed. Who decides what comes into my feed An algorithm. Who designs that algorithm A company. What are the incentives of the company Making maximum profit. How do social media platforms make money By advertises. What is required to make maximum money from advertising Time spent in app. How do you increase time spent in app By showing engaging content. What content is engaging This is the consumer insight: content" [X Link](https://x.com/kankanivishal/status/1715554296471679133) 2023-10-21T02:23Z [----] followers, [----] engagements "While Ive always maintained that there is nothing ultrasound about Ethereum monetary policy charts dont actually say much. Also an ultrasound money should actually underperform good productive assets in the long run because of the fact that it is ultrasound and has very little relative risk. High risk high return means low risk return" [X Link](https://x.com/kankanivishal/status/1716933588594405534) 2023-10-24T21:44Z [----] followers, [---] engagements "what reasonable things can you name which even if they had a marketplace to trade people will still not trade" [X Link](https://x.com/kankanivishal/status/1725190016152793315) 2023-11-16T16:32Z [----] followers, [---] engagements "@richiebonilla @lessin why is this different than a lender underwriting the future income of a bunch of individuals As a DAO what coordination problem are you solving" [X Link](https://x.com/kankanivishal/status/1725560778395181429) 2023-11-17T17:05Z [----] followers, [--] engagements "@aseidman Congrats" [X Link](https://x.com/kankanivishal/status/1727124763078799455) 2023-11-22T00:40Z [----] followers, [---] engagements "If Celestia EigenDA etc. are going to command high value [--]. where is this going to come from It is going to come at the expense of existing DA i.e. ETH [--]. who is putting money in new DAs An ETH investor is more likely to put money here vs a BTC maxi or an alt-L1 investor Does that not mean fund outflows from ETH fund inflows in DA So are DAs parasitic to ETH" [X Link](https://x.com/kankanivishal/status/1727929494177022282) 2023-11-24T05:57Z [----] followers, [----] engagements "As more users want to find out how to trade in the Solana ecosystem theyll invariably land here" [X Link](https://x.com/kankanivishal/status/1729357416993591407) 2023-11-28T04:31Z [----] followers, [----] engagements "@SimkinStepan Congrats" [X Link](https://x.com/kankanivishal/status/1730106896927904094) 2023-11-30T06:10Z [----] followers, [---] engagements "@dberenzon Congrats And Welcome Lets meet :)" [X Link](https://x.com/kankanivishal/status/1730326443627069579) 2023-11-30T20:42Z [----] followers, [--] engagements "@atterX_ There is a reason we have high frequency trading firms not high frequency settlement firms. We need crypto economic guarantees to trust the data but that's table stakes" [X Link](https://x.com/kankanivishal/status/1730828341169762380) 2023-12-02T05:56Z [----] followers, [--] engagements "@sushantpandey_ An exchange" [X Link](https://x.com/kankanivishal/status/1732058539814998343) 2023-12-05T15:25Z [----] followers, [--] engagements "I like ethereum and it has staying power. But there is very little substance in some statements in the quoted tweet. "Ethereum now makes $2.7 billion in annualized profits - the only profitable chain - a P/E ratio of [--] - a slightly more than Amazon P/E of [--] less than Zoom P/E of 153." -- This is neither here nor there "Ethereum now has entire chains as net new buyers of blockspace this cycle - these are called Layer 2's - last wk five Layer [--] were the top [--] consumers of Ethereum blockspace." -- they replace the depleting activity on mainnet "Ethereum is deflationary this cycle - last cycle" [X Link](https://x.com/kankanivishal/status/1732136921898373561) 2023-12-05T20:36Z [----] followers, [----] engagements "@QwQiao has been on point lately with his thoughts on speculation crypto culture memecoins and trading needs of degens. gg" [X Link](https://x.com/kankanivishal/status/1736530957883084980) 2023-12-17T23:36Z [----] followers, [----] engagements "There are four types of assets: [--]. Good at what they do the market does not give them credit yet [--]. Good at what they do the market gives them credit [--]. Bad at what they do the market does not give them credit [--]. Bad at what they do the market gives them credit anyways As an investor you need to be objective about that" [X Link](https://x.com/kankanivishal/status/1737394628691669291) 2023-12-20T08:48Z [----] followers, [---] engagements "@bdguan Whoa Nice. DM me if you need anything while you are out there" [X Link](https://x.com/kankanivishal/status/1737395358592856403) 2023-12-20T08:51Z [----] followers, [--] engagements "Market overvalues settlement market cap over execution market cap today. ETH L1 valuation accounts for both. If you split it goes to execution layers and settlement layers. Like why is ETHUSD a beneficiary if you and I use Celestia DA and our own L2 that captures MEV Genuinely asking" [X Link](https://x.com/kankanivishal/status/1737848059772715223) 2023-12-21T14:50Z [----] followers, [---] engagements "Here is a question for high end art collectors. With inscriptions unlocked on Bitcoin the most secure chain with the smallest attack surface what is the reason for legendary artists of our times to prioritize the provenance of Ethereum" [X Link](https://x.com/kankanivishal/status/1738776135196901756) 2023-12-24T04:18Z [----] followers, [----] engagements "There are many more advantages for Ethereum other than this but the main question I think people including hardcore Ethereans are frustrated with is the following: What is the plan And without a coherent answer here no advantage matters on a medium to long time frame. Its not where the best tech doesnt always win situation. Table stakes in that world is both tech work about the same not at different orders of magnitude" [X Link](https://x.com/kankanivishal/status/1739015874785247732) 2023-12-24T20:11Z [----] followers, [---] engagements "What scenario of the world justifies disproportionate value accrual to all three assets: Eth Op Celestia" [X Link](https://x.com/kankanivishal/status/1739016123029262663) 2023-12-24T20:12Z [----] followers, [---] engagements "what is your one (and only one) craziest crypto prediction for 2024" [X Link](https://x.com/kankanivishal/status/1740118936925163593) 2023-12-27T21:14Z [----] followers, [----] engagements "@anku505 why do you believe that" [X Link](https://x.com/kankanivishal/status/1740125058008481977) 2023-12-27T21:38Z [----] followers, [--] engagements "@MosheMalawach @aleph_im @Libertai_DAI why are aleph and libertai the right pieces for such ai" [X Link](https://x.com/kankanivishal/status/1740131007469355180) 2023-12-27T22:02Z [----] followers, [---] engagements "@0xMert_ there are many to distill . and this maybe inaccurate. but here you go 1) atlas shrugged (fiction) 2) algorithms to live by (practical) 3) man's search for meaning (psychology/biography)" [X Link](https://x.com/kankanivishal/status/1740132851860091275) 2023-12-27T22:09Z [----] followers, [--] engagements "Which VC made eye popping returns investing in putting New York times on the internet Then why do you think investing in existing financial instruments coming onchain is an attractive VC investment Internet created its own versions. Incremental vs disruptive" [X Link](https://x.com/kankanivishal/status/1740239037674455551) 2023-12-28T05:11Z [----] followers, [----] engagements "@QwQiao What specifically in RWA That's a pretty loose term" [X Link](https://x.com/kankanivishal/status/1740468274440372424) 2023-12-28T20:22Z [----] followers, [----] engagements "Interest rates more L1s wars AI DePIN ETFs should give you a pause if you still believe in [--] year cycles. Restart. The game has fundamentally changed" [X Link](https://x.com/kankanivishal/status/1743111470945096073) 2024-01-05T03:25Z [----] followers, [---] engagements "If Wall Street is fighting this aggressively over real dollars for bitcoin ETF they are about to fix the bitcoin bad for environment narrative once and for all :)" [X Link](https://x.com/kankanivishal/status/1744946419725701186) 2024-01-10T04:57Z [----] followers, [---] engagements "This vs Coinbase ads Both know their customers. BlackRock releases new spot #Bitcoin ETF advertisement 👀 https://t.co/bNs6yfyfRq BlackRock releases new spot #Bitcoin ETF advertisement 👀 https://t.co/bNs6yfyfRq" [X Link](https://x.com/kankanivishal/status/1746725510002982974) 2024-01-15T02:46Z [----] followers, [---] engagements "bitcoin is sovereignty ethereum is culture solana is finance future generations will be baffled to think we thought of them as competitors" [X Link](https://x.com/kankanivishal/status/1747491830378209730) 2024-01-17T05:31Z [----] followers, [----] engagements "@GarrettHarper_ @SquadsProtocol many congrats welcome :)" [X Link](https://x.com/kankanivishal/status/1747661937024901250) 2024-01-17T16:47Z [----] followers, [---] engagements "In this cycle we all end up agreeing that web3 clones of web2 social media are ngmi" [X Link](https://x.com/kankanivishal/status/1747832923091251511) 2024-01-18T04:06Z [----] followers, [----] engagements "@JuliaLipton very similar" [X Link](https://x.com/kankanivishal/status/1748008366717161919) 2024-01-18T15:44Z [----] followers, [--] engagements "is anyone in depin working to improve air quality in india" [X Link](https://x.com/kankanivishal/status/1749282785448063354) 2024-01-22T04:08Z [----] followers, [----] engagements "@mhudack @eshanshetty01 @kashdhanda congrats :)" [X Link](https://x.com/kankanivishal/status/1751595056446800361) 2024-01-28T13:16Z [----] followers, [--] engagements "maps are like oracles and @Hivemapper is a near real time oracle just like once you have a live price feed you can unlock secondary markets in the case of hivemapper freshness would unlock new products on top -- insurance companies using live feed to decide premiums people crowdfunding to take actions based on live feeds prediction markets etc" [X Link](https://x.com/kankanivishal/status/1754700151099171189) 2024-02-06T02:54Z [----] followers, [----] engagements "at ETH Denver with rest of the Multicoin crew am interested in - stablecoin payments crypto banking solutions - consumer apps around collectibles - making bitcoin programmable - community-driven collective action say hi if you are working along these lines" [X Link](https://x.com/kankanivishal/status/1762530269850972643) 2024-02-27T17:28Z [----] followers, [----] engagements "Financial Nihilism is exaggerated. Crypto is the closest it has ever been to deliver on its first promise: cheap fast and scalable peer-to-peer global payments. The entire DePIN sector is unlocked because of micropayments. Yes memecoins are here to stay but they are another stop in the journey of crypto. Yes it is the darkest before the dawn and memecoins are a proof of concept that crypto payments have arrived" [X Link](https://x.com/kankanivishal/status/1768387076809007406) 2024-03-14T21:21Z [----] followers, [----] engagements "dogwifhat on sphere in vegas is a spiritual successor of constitutionDAO - you gonna see 100-1000x more such stories in the coming months" [X Link](https://x.com/kankanivishal/status/1768637741644849452) 2024-03-15T13:57Z [----] followers, [----] engagements "Solana is "NOT" going through the [----] Ethereum ICO hype cycle . These takes are absolutely wrong based in human desire to pattern match like seeing faces in clouds. If you were around in [----] you know those ICOs were ideas at best and the Ethereum technology was no where near ready to support them heck it is still not ready. Solana is getting attention despite Ethereum being the black hole of crypto attention. It is because the devs are delivering. [--]. dePIN is unlocked because of micropayments [--]. frictionless trading is unlocked because of low cost and low latency [--]. Creator economy is" [X Link](https://x.com/kankanivishal/status/1769043593187021065) 2024-03-16T16:50Z [----] followers, 103.1K engagements "@abhilashi It is less about misunderstanding and more about failing to keep bag bias aside and objectively analyze it Only ones who dislike Solana on my timeline are Ethereans - nobody else" [X Link](https://x.com/kankanivishal/status/1769077541526995432) 2024-03-16T19:05Z [----] followers, [----] engagements "Money: Bitcoin Ethereum and Solana. There are two types of money: non-sovereign money and sovereign money (fiat). At the most fundamental level non-sovereign money is sought after as insurance for fiat money gone bad. For something to be widely considered as non-sovereign money it would logically imply that operators of fiat money must be unable to manipulate non-sovereign money. Most relevant operations and manipulations boil down to expanding the supply of money. When it comes to fiat money it is purely a social construct in many ways similar to non-sovereign money but with a fundamental" [X Link](https://x.com/kankanivishal/status/1771654253540528558) 2024-03-23T21:44Z [----] followers, [----] engagements "I've quoted the following contrarian opinion to many people -- For Indian crypto scene at least Bangalore won't be the hub in [--] years. feels like blr as a city is done. It has grown beyond a point the existing infrastructure can support it. The leadership is incompetent to deal with the infrastructure back pressure. The residents are just left with poor roads no street lights narrow roads made even narrower https://t.co/upJedmeZk9 feels like blr as a city is done. It has grown beyond a point the existing infrastructure can support it. The leadership is incompetent to deal with the" [X Link](https://x.com/kankanivishal/status/1775953041746759803) 2024-04-04T18:26Z [----] followers, [----] engagements "blockchains allow us to redesign 10x better global marketplaces for collectibles and social networks for collectors -- excited to back @web4O 1/ We are excited to announce our $5M seed round led by @multicoincap with participation from @SolanaVentures @FjLabs and @NarwhalNation. https://t.co/5CEJfsd3D0 1/ We are excited to announce our $5M seed round led by @multicoincap with participation from @SolanaVentures @FjLabs and @NarwhalNation. https://t.co/5CEJfsd3D0" [X Link](https://x.com/kankanivishal/status/1785701125049745439) 2024-05-01T16:01Z [----] followers, [----] engagements "People wanted perpetual options market gave them memecoins" [X Link](https://x.com/kankanivishal/status/1786531060257624450) 2024-05-03T22:59Z [----] followers, [----] engagements "1/ I am proud to announce our investment in Arch @ArchNtwrk a Bitcoin-native application platform that unlocks bridgeless decentralized finance (DeFi) on Bitcoin the world's most valuable blockchain. More than a decade ago " [X Link](https://x.com/kankanivishal/status/1788604761509335516) 2024-05-09T16:19Z [----] followers, 31.3K engagements "2/ after intense debates Bitcoin community *intentionally* let go of all the smart contract innovation because the then perceived tradeoffs presented meaningful risks to the ultimate mission of becoming the largest non-sovereign money" [X Link](https://x.com/kankanivishal/status/1788604762885067287) 2024-05-09T16:19Z [----] followers, [----] engagements "3/ But a couple things happened in the last few years. [--]. In November [----] Taproot upgrade made it easier for developers to write complex script functionalities and store more data onchain more conveniently [--]. In July [----] Casey Rodarmor published Ordinal theory which unlocked the ability for users to inscribe arbitrary data directly into Bitcoin transactions unlocking fully-onchain NFTs on Bitcoin" [X Link](https://x.com/kankanivishal/status/1788604764390822266) 2024-05-09T16:19Z [----] followers, [----] engagements "I repeat. PoW is the only viable way to create non sovereign money at scale. Bitcoiners always understood it and hence they let go of smart contract development to other chains because their north star was non sovereign money not digital fiat. @dankrad My view of the state of affairs: - MEV was an attack on Ethereum. Instead of working against it we shared the proceeds with enough people to shut the majority up. Problem made not-a-problem. - Liquid staking was an attack on Ethereum. Instead of solving it we promoted many @dankrad My view of the state of affairs: - MEV was an attack on" [X Link](https://x.com/kankanivishal/status/1791492300423467163) 2024-05-17T15:33Z [----] followers, [---] engagements "Today I am proud to announce our investment in Mountain Protocol @MountainUSDM the issuer of USDM the worlds first permissionless prudentially regulated yield-bearing stablecoin fully backed by US treasuries. We led the Series A round which also included Castle Island Ventures Coinbase Ventures and others. Why another stablecoin Read on" [X Link](https://x.com/kankanivishal/status/1798742384718782831) 2024-06-06T15:42Z [----] followers, 38.9K engagements "Stablecoins are among the largest addressable markets: . Two things matter to win MONEY: [--]. Trust (prudential regulation in a trusted jurisdiction) [--]. Safety (source of yield idiot proof UX) USDC and USDT have done great service to crypto industry so far. But their business model is too lucrative to expect them to share most of the yields with users. Also they are not bankruptcy remote or prudentially regulated. USDT is not even 1:1 backed with US treasuries. USDM explicitly counterpositions against incumbent stable-coins with [--]. institutional grade regulatory standards and protections [--]. the" [X Link](https://x.com/kankanivishal/status/1798742386795024571) 2024-06-06T15:42Z [----] followers, [----] engagements "USDM is prudentially regulated by Bermuda Monetary Authority a respected regulator in fintech and crypto. Bermuda has a long history of regulating complex financial products. Furthermore Bermuda has a robust court system following common-law that allows USDM holders to be able to trust a proven jurisdiction. Prudential regulation means going a step beyond disclosures. Prudential regulation requires financial organizations to measure and manage risks across different scenarios hold adequate capital and liquidity as dictated by stress tests and have in place workable recovery and resolution" [X Link](https://x.com/kankanivishal/status/1798742388929904719) 2024-06-06T15:42Z [----] followers, [----] engagements "You never do anything to earn your interest in your bank account. The interest is just added on top without asking you to purchase any financial instrument or send your money to some address. In crypto we call it rebasing. Rebasing means that users earn more USDM by just having the stablecoin in their wallet and without having to stake lend or do anything at all. Every day when users open their wallet there will be more USDM coins than the previous day because of accrued interest. Thats a satisfying feeling and minimum brain damage" [X Link](https://x.com/kankanivishal/status/1798742393032003632) 2024-06-06T15:43Z [----] followers, [---] engagements ": [--]. If you have stablecoins on your balance sheet and you have been foregoing yield so far because you could not trust any stablecoin outside of USDC/USDT then wait no more. USDM gives you higher regulatory guarantees and disclosures with 5% yield. [--]. If you accept stablecoins as collateral today then there is practically no reason you should stop your users from posting a better collateral which generates yields for them. Your customers can only love you more not less. [--]. If you are focused on providing dollar exposure to your users in inflation ridden and/or unstable countries then why" [X Link](https://x.com/kankanivishal/status/1798742394994868386) 2024-06-06T15:43Z [----] followers, [--] engagements "Mountain Protocol also has a stellar board of advisors including @matt_homer (GP at Department of XYZ former NYDFS regulator and a fintech veteran) Jeff Baron (CCO Coinbase International) @nic__carter (GP Castle island Ventures) and @fnhabach (Head of Compliance Sygnum Bank)" [X Link](https://x.com/kankanivishal/status/1798742396655591429) 2024-06-06T15:43Z [----] followers, [---] engagements "one stop shop for solana multisig and smart wallet 1/ We are excited to announce our $10M Series A led by @ElectricCapital to continue our mission to grow the onchain economy by developing smart account technology and products that make it easy for businesses and individuals to securely manage and own digital assets. https://t.co/jfmf4m587Z 1/ We are excited to announce our $10M Series A led by @ElectricCapital to continue our mission to grow the onchain economy by developing smart account technology and products that make it easy for businesses and individuals to securely manage and own" [X Link](https://x.com/kankanivishal/status/1800182390503178607) 2024-06-10T15:05Z [----] followers, [---] engagements "India's heartbeat is threefold: religion bollywood and cricket Mumbai people receiving Indian team after winning the Cricket world cup Cricket is truly an emotion in India And our champions deserve all the love 😍🏆 #VictoryParade https://t.co/S4jOULqetG Cricket is truly an emotion in India And our champions deserve all the love 😍🏆 #VictoryParade https://t.co/S4jOULqetG" [X Link](https://x.com/kankanivishal/status/1808868955018190854) 2024-07-04T14:22Z [----] followers, [---] engagements "so you're telling me CIOs at pension funds will wait for 18-36 months to include Bitcoin in their model portfolios to satisfy their mean variance optimization needs when the US is on the brink of adding Bitcoin to strategic reserve" [X Link](https://x.com/kankanivishal/status/1817318081296728449) 2024-07-27T21:56Z [----] followers, [---] engagements "my first job out of college was trading LIBOR futures . that job deeply etched in my mind that the interest rates markets are the final boss . I don't know a single financial equation that does not have an interest rate variable in it - either explicitly or implicitly. Days like this only validate that understanding further. A 25bps hike somewhere in the eastern hemisphere roiling global financial markets across all asset classes is something only possible with interest rates. And it's the first time in my entire career that I see global central banks in stark contrast of their rate hike/cut" [X Link](https://x.com/kankanivishal/status/1820589151525425532) 2024-08-05T22:34Z [----] followers, [----] engagements "why does fed rate cuts not exacerbate the yen carry trade deleveraging" [X Link](https://x.com/kankanivishal/status/1820651877593162226) 2024-08-06T02:43Z [----] followers, [---] engagements "Eigenlayer is financial engineering. Financial engineering is great for transferring risk from willing seller to willing buyers. BUT The problem with financial engineering is it only works if there is a thriving economy underneath. What I always say is Wall Street exists because Main Street exists not vice versa. The dissonance with people's expectations from Eigenlayer even in the most charitable interpretation are that they think it is the killer primitive that will thrust Ethereum into mainstream adoption or something like that. Whereas in reality it is just another DeFi primitive" [X Link](https://x.com/kankanivishal/status/1824936227616833833) 2024-08-17T22:27Z [----] followers, 37.4K engagements "DeFi is not a replacement for Wall Street. It is the new mode of finance. Just like cars were a better mode of transport vs horse carriages. Some predictions (20 year horizon: 2045) ---------- 1) DeFi will be bigger than Wall Street. 2) The rest of crypto will be much bigger than DeFi just as the US economy is much bigger than Wall Street. 3) Crypto will create a huge amount of value and capture a very small Some predictions (20 year horizon: 2045) ---------- 1) DeFi will be bigger than Wall Street. 2) The rest of crypto will be much bigger than DeFi just as the US economy is much bigger than" [X Link](https://x.com/kankanivishal/status/1827942366344257928) 2024-08-26T05:33Z [----] followers, [----] engagements "That's not the argument. The argument is to expect crypto to create this new economy. That is an incorrect expectation. At the very core except non-sovereign SoV blockchains boil down to instant micropayments. Helium did not create the use case of communication. Micropayments enabled Helium. Everything on Helium happens outside of Blockchain except payments. The real work is to a) either find and disrupt sectors of the existing economy where payments are a big blocker or b) or create new things that leverage blockchains for payments (not for anything else) Dunking on DeFi misses the entire" [X Link](https://x.com/kankanivishal/status/1827950872355082700) 2024-08-26T06:07Z [----] followers, [----] engagements "@0xMert_ Should have been precise: you can only build a decentralized payment system if you can record keep in a decentralized way. That said all use cases with undeniable PMF till date are SoV or payments/DeFi related. https://x.com/kankanivishal/status/1827947326469537852t=KS7Qx_aH3p7Fsl8fMjdq3w&s=19 https://x.com/kankanivishal/status/1827947326469537852t=KS7Qx_aH3p7Fsl8fMjdq3w&s=19" [X Link](https://x.com/kankanivishal/status/1828173986389467438) 2024-08-26T20:53Z [----] followers, [---] engagements "right. that's why the "boring" side of crypto i.e. instant micropayments is immensely powerful. the next decade is about crypto enabled payments specifically micropayments. check teams like @helium @Hivemapper who are leveraging @solana blockchain to disrupt business models is telecom and mapping. we are only scratching the surface of the global economy that is about to be upended by superior payments technology" [X Link](https://x.com/kankanivishal/status/1828560769346347348) 2024-08-27T22:30Z [----] followers, [---] engagements "Will be at Breakpoint and excited to meet builders working on: [--]. Blockchain enabled collectible marketplaces (BECMs) [--]. Stablecoin powered Fintech (banking payments trading) [--]. Making Bitcoin more programmable [--]. DePIN x Energy Our team will be in Singapore for Token2049 and Breakpoint DMs open @SpencerApplebau @shayonsengupta @kankanivishal @TusharJain_ @mattshap1 @eliqiann @xethalis Our team will be in Singapore for Token2049 and Breakpoint DMs open @SpencerApplebau @shayonsengupta @kankanivishal @TusharJain_ @mattshap1 @eliqiann @xethalis" [X Link](https://x.com/kankanivishal/status/1831394796012982406) 2024-09-04T18:11Z [----] followers, [----] engagements "@web4O what pushes them away again" [X Link](https://x.com/kankanivishal/status/1834652681329426720) 2024-09-13T17:57Z [----] followers, [--] engagements "@0xBalloonLover DeFi is not a use case . DeFi is infra for use cases. Just how Wall Street is a financial infra for the global economy (sum total of use cases)" [X Link](https://x.com/kankanivishal/status/1837905481308033125) 2024-09-22T17:23Z [----] followers, [---] engagements "@0xBalloonLover Publicly saying ETH is not money would be narrative violation at a scale of saying Bitcoin is not immutable" [X Link](https://x.com/kankanivishal/status/1837906467623784605) 2024-09-22T17:27Z [----] followers, [---] engagements "this is right. that's why when tech people say some new L1 will overtake Bitcoin as non-sovereign SoV they conflate tech value with money value. yes AAPL can overtake Gold in some wild world scenario but that doesn't make AAPL money it is still an investment. Smart contract platforms are investments. Bitcoin is non sovereign money. Yes agreed. This is because when it comes to tech thesis tech can always be made better. Money thesis though Yes agreed. This is because when it comes to tech thesis tech can always be made better. Money thesis though" [X Link](https://x.com/kankanivishal/status/1847129060066906304) 2024-10-18T04:14Z [----] followers, [----] engagements "@dwr Helium hivemapper grass Raydium pump Kamino drift and the list goes on. And the subtweeting was more about culture less about tech. Building Culture is a necessity too" [X Link](https://x.com/kankanivishal/status/1852063314819354733) 2024-10-31T19:01Z [----] followers, [---] engagements "Happy Diwali Wishing everyone a happy and prosperous new year ahead 🎉" [X Link](https://x.com/kankanivishal/status/1852441191607849338) 2024-11-01T20:02Z [----] followers, [---] engagements "we are witnessing financialization of the "trending now" section" [X Link](https://x.com/kankanivishal/status/1858019165736440211) 2024-11-17T05:27Z [----] followers, [---] engagements "speak about cognitive dissonance. Bitcoin is coming from the route of leading non-sovereign PoW based money. Solana is coming from the route of PoS relentlessly optimizing for the tech stack without cares for being ultrasound money. I'd say Solana got lucky because it came at a point where it just had to compete on tech. Bitcoin came at a time when it just needed to be money. Ethereum came at an unfortunate time where it was forced to say I am a better money and tech. Everything else is history. imo an important fundamental trend rn is that both Bitcoin and Solana are trying to become more" [X Link](https://x.com/kankanivishal/status/1861555954216771642) 2024-11-26T23:41Z [----] followers, [---] engagements "will be at India Blockchain Week . looking forward to meeting builders tinkering on stablecoin powered fintechs bitcoin ecosystem collectibles and depin. DMs open" [X Link](https://x.com/kankanivishal/status/1863164840438886833) 2024-12-01T10:14Z [----] followers, [----] engagements "use christmas to improve your opsec How to store your money onchain. Pro option: - create an account with @SquadsProtocol (open source formally verified immutable available in a couple clicks over at https://t.co/0LGvpDwTwj) - make it 2/3 signers with [--] @Ledger wallets and a hot wallet (e.g. open source https://t.co/XL8igZqPpN How to store your money onchain. Pro option: - create an account with @SquadsProtocol (open source formally verified immutable available in a couple clicks over at https://t.co/0LGvpDwTwj) - make it 2/3 signers with [--] @Ledger wallets and a hot wallet (e.g. open source" [X Link](https://x.com/kankanivishal/status/1864023452937785822) 2024-12-03T19:06Z [----] followers, [---] engagements "@AakashAtha Yes" [X Link](https://x.com/kankanivishal/status/1868009754670579930) 2024-12-14T19:06Z [----] followers, [--] engagements "Solana feels like the Bitcoin of fast chains" [X Link](https://x.com/kankanivishal/status/1870425794385994091) 2024-12-21T11:07Z [----] followers, [---] engagements "what is the internet native Dunbar number" [X Link](https://x.com/kankanivishal/status/1871407296548638921) 2024-12-24T04:07Z [----] followers, [---] engagements "trump memecoin in the next four years will be a real time assessment of how he is perceived by the market for his work" [X Link](https://x.com/kankanivishal/status/1880503672851034552) 2025-01-18T06:33Z [----] followers, [---] engagements "maybe this trump launch even breaks the AI agent meta. and starts influential celebrity token meta. all celebrities launch their official memecoins. fans trade them real time. on the basis of the perceived image of the celebrity based on his or her action. akin to social credit scoring. sounds dystopian" [X Link](https://x.com/kankanivishal/status/1880515093810581687) 2025-01-18T07:18Z [----] followers, [---] engagements "@ujjwalgupta49 someone is probably already building this somewhere this very second" [X Link](https://x.com/kankanivishal/status/1880516276038299713) 2025-01-18T07:23Z [----] followers, [--] engagements "Thank you for taking the time to review and critique our proposal to make Solanas inflation more programmatic and market-based. I appreciate the thought youve put into your feedback. Let me address your points clearly and directly. Why This Proposal Now Solana has grown into one of the top blockchain ecosystems: [--]. It is the third major chain globally. [--]. It is a top-two smart contract platform. [--]. It leads all chains in economic activity. Given this success its the right time to revisit the original inflation model which was designed with simpler assumptions. Ethereum made a similar move in" [X Link](https://x.com/kankanivishal/status/1880816073282318734) 2025-01-19T03:14Z [----] followers, 35.8K engagements "And yet: At roughly $150B FDV 4.7% annual inflation is making the Solana network emit $7B of emissions. @TusharJain_ and I believe this is unnecessary spend. Our recent proposal on updating Solana's emissions curve will fix the emissions curve and make it more market based. oh man i ran the numbers & the $ value of SOL staked actually just passed ETH staked https://t.co/7OHEK7LbQL oh man i ran the numbers & the $ value of SOL staked actually just passed ETH staked https://t.co/7OHEK7LbQL" [X Link](https://x.com/kankanivishal/status/1881071533734731793) 2025-01-19T20:09Z [----] followers, [----] engagements "Thanks for detailing your concerns. The most obvious fix we can do if such a situation ever arises is to floor the inflation to some nominal non-zero number such as say 0.5%. But also in my mind back testing vs [----] data will yield unreliable results and comfort us with false degree of precision because since then crypto has grown exponentially and has escaped into the mainstream. In the next bear I'd expect with a high degree of certainty that even the lowest activity days will still be multiples higher than the 2022/23 lows" [X Link](https://x.com/kankanivishal/status/1881076356185739382) 2025-01-19T20:28Z [----] followers, [--] engagements "I'm curious to hear what is the concern if inflation drops precipitously and the stake doesn't unstake. That is just proof that the Solana network is overpaying for security. And if you believe there will be a cascade of unstaking when it hits 0% then the mechanism will work exactly the opposite way to aggressively increase the attractiveness of staking. With current activity on the Solana network it feels like the right thing to do to keep the curve aggressive. If our priors are that the stakers will have inertia and not unstake that honestly is a phenomenal outcome for the network. It would" [X Link](https://x.com/kankanivishal/status/1881077310289486210) 2025-01-19T20:32Z [----] followers, [---] engagements "@jon_charb https://x.com/kankanivishal/status/1881112178142650558 This is the right take. https://x.com/kankanivishal/status/1881112178142650558 This is the right take" [X Link](https://x.com/kankanivishal/status/1881125179990180139) 2025-01-19T23:42Z [----] followers, [---] engagements "@jon_charb [--]. doesn't change fundamentals [--]. doesn't change fundamentals [--]. doesn;t change fundamentals eventually fundamentals will drive user adoption user adoption will drive value" [X Link](https://x.com/kankanivishal/status/1881133495801803084) 2025-01-20T00:15Z [----] followers, [---] engagements "It's too early for many people to recognize but ETH lost to BTC the money race the day it moved to PoS (assuming it was ever in the race). Ethereums worst strategic decision was shifting from its competitive advantage of PoW and pivoting to PoS to appease climate changers. It literally had a massive network of miners spending millions of dollars a day securing the network. To abandon that made zero economic sense. Ethereums worst strategic decision was shifting from its competitive advantage of PoW and pivoting to PoS to appease climate changers. It literally had a massive network of miners" [X Link](https://x.com/kankanivishal/status/1881791642082091286) 2025-01-21T19:51Z [----] followers, [---] engagements "Said alternatively BTC became the only sound money game in town by miles the day ETH moved to PoS" [X Link](https://x.com/kankanivishal/status/1881791896932205053) 2025-01-21T19:52Z [----] followers, [---] engagements "For this exact reason I expect publicly traded equities to be the last asset class to come onchain. That said there are totally broken assets classes that trade billions a year. We can 100x the experience for these market participants by tokenization. Collectibles are one such asset class: Watches Whisky Luxury handbags and more trade billions every year in an opaque market rampant with fraud. That is the basis of my presentation at Multicoin Summit last year. Blockchain Enabled Collectibles Marketplaces. Link below. I grab my phone open my investing app pull up $IVV click "buy" and in about" [X Link](https://x.com/kankanivishal/status/1882840371086152049) 2025-01-24T17:18Z [----] followers, [---] engagements "what if the right configuration for people trading memecoins is: AI is the issuer: track news in real time and has a model that's trained to launch interesting assets Users: Humans for entertainment speculate on these coz they care (in theory AI doesn't care about news)" [X Link](https://x.com/kankanivishal/status/1883721454761726447) 2025-01-27T03:39Z [----] followers, [---] engagements "what's your best podcast of [----] hopping on a long flight" [X Link](https://x.com/kankanivishal/status/1885771649502331036) 2025-02-01T19:26Z [----] followers, [---] engagements "BTC seems ready to break away from its historical past of being correlated with equities. Not financial advice" [X Link](https://x.com/kankanivishal/status/1885874943818125687) 2025-02-02T02:16Z [----] followers, [---] engagements "Ethereum is not the right comparison because it lost the battle to become sound money. And is losing the battle of becoming a tech that end users want. If you win SoV you can move to become a tech that can pay enough for your security budget and if you become a good tech then maybe you can move to become a medium of exchange. That's the problem with the analogy here" [X Link](https://x.com/kankanivishal/status/1886181225963855909) 2025-02-02T22:33Z [----] followers, [---] engagements "@NTmoney A founder taking part of the raise and putting it in a volatile asset is them acting like a hedge fund with that part of their raise and is irresponsible. They should rather raise less" [X Link](https://x.com/kankanivishal/status/1887697614029619510) 2025-02-07T02:59Z [----] followers, [---] engagements "SIMD-0228 claims it is. With about 65% of Solana's tokens staked adding more doesn't significantly boost security. Yet Solana's system for releasing new tokens doesn't reflect thisits fixed rate was set for simplicity back in [----] inspired by Cosmos. Times have changed though. Solana now sees more activity than many other major blockchains and the share of alternative revenue sources like REV is on the rise. Currently Solana releases about 4.5% new tokens yearly reducing by 15% each year. For comparison Ethereum with less than 30% staked emits under 1%. High emissions from Solana not only" [X Link](https://x.com/kankanivishal/status/1894442982494949441) 2025-02-25T17:42Z [----] followers, 98.8K engagements "SIMD-0228 contrary to what most believe can bolster a thriving validator set over the long term for several key reasons: . : SIMD-0228 encourages lower staking yields prompting stakeholders to explore DeFi for higher returns. This shift is expected to boost economic activity on Solana thereby increasing block rewards and attracting more validators. . : The reduction in staking yield reduces the overhang of unnecessary supply making the blockchain more appealing to new capital investments through spot markets or ETFs. This influx of capital is likely to draw more developers leading to the" [X Link](https://x.com/kankanivishal/status/1895243831785800113) 2025-02-27T22:45Z [----] followers, [---] engagements "There were no institutions falling head over heels on any crypto asset until last year. And even then they have only fallen head over heels on BTC alone. ATOMs forever problem has been value capture. That is why it couldnt even win with crypto native investors. Equating an inflation curve with ATOMs demise is a wrong conclusion to draw" [X Link](https://x.com/kankanivishal/status/1895659555154997709) 2025-03-01T02:17Z [----] followers, [---] engagements "@maxekaplan to help you with points [---] on SIMD-0228 https://x.com/kankanivishal/status/1895670850788925741 Question: Why is simple considered dumb. And dynamic considered smart Response: Current emissions curve is dumb because it contains zero notion of network security or economic activity. Immutable emissions are a hallmark for digital gold use case but a liability for a tech https://x.com/kankanivishal/status/1895670850788925741 Question: Why is simple considered dumb. And dynamic considered smart Response: Current emissions curve is dumb because it contains zero notion of network" [X Link](https://x.com/kankanivishal/status/1895681834882843078) 2025-03-01T03:45Z [----] followers, [---] engagements "@BrandonTucker @TusharJain_ unnecessary inflation is a drag on the Solana economy that SIMD-0228 aims to fix" [X Link](https://x.com/kankanivishal/status/1895683867606188196) 2025-03-01T03:53Z [----] followers, [--] engagements "@BrandonTucker @TusharJain_ [--]. lower staking yields will force people to look for higher yields [--]. there is unnecessary extra inflation today. simd-0228 trims it" [X Link](https://x.com/kankanivishal/status/1895687239117791394) 2025-03-01T04:07Z [----] followers, [--] engagements "there are a couple ways to think here: [--]. collect evidence from defi founders by directly talking to them / tagging here and asking their opinion of SIMD-0228 on DeFi activity [--]. we need to accept the finite nature of capital. choosing to do a specific action == choosing to NOT do all other potential actions choosing to stake == choosing to NOT participate in DeFi (LSTs are not liquid enough to scale today) now retail doesn't need to know the intricacies of using DeFi protocols. these things are being abstracted away from the user by apps like @fusewallet for example" [X Link](https://x.com/kankanivishal/status/1895689305265205678) 2025-03-01T04:15Z [----] followers, [--] engagements "SIMD-0096 increased already high Solana emissions to even higher. SIMD-0228 fixes it. SOL inflation surged 30% after the launch of SIMD [--]. Annual inflation jumped from 3.6% to 4.7% as network fees now fully reward validators instead of being split. Daily SOL burns dropped from 17.7K to 1K while 77K SOL is issued daily. The community is eyeing SIMD [---] to https://t.co/vyqOPOVMpa SOL inflation surged 30% after the launch of SIMD [--]. Annual inflation jumped from 3.6% to 4.7% as network fees now fully reward validators instead of being split. Daily SOL burns dropped from 17.7K to 1K while 77K" [X Link](https://x.com/kankanivishal/status/1895697150799200448) 2025-03-01T04:46Z [----] followers, [---] engagements "This is an extremely under-discussed feature of SIMD-0228. It also accounts for risks in the years to come when current curve's emissions might not be enough if staking participation rate continues to drift lower. thanks to @brianlong for his feedback on this. When considering SIMD-0228 we must also consider the passage of time. If the vote succeeds the feature might land in Solana v2.3. We're currently on v2.1. I honestly don't know if/when the feature will be active on v2.3 but we can say with certainty that the current emissions https://t.co/AmKYKOrnnT When considering SIMD-0228 we must" [X Link](https://x.com/kankanivishal/status/1895702465254994391) 2025-03-01T05:07Z [----] followers, [----] engagements "@def_not_zed @dubbel06 @7LayerMagik @brian_smith_0 @_austbot getting easy high emissions with minimal risk reduce the proclivity of users to engage with DeFi" [X Link](https://x.com/kankanivishal/status/1895721580183109758) 2025-03-01T06:23Z [----] followers, [--] engagements "@def_not_zed @dubbel06 @7LayerMagik @brian_smith_0 @_austbot we have good DeFi products. We have DePIN. We have memecoins. Arguably we have better products than ETH and more quality assets. Low emissions force people to rethink their strategy. That's all what SIMD-0228 claims" [X Link](https://x.com/kankanivishal/status/1895727348223480071) 2025-03-01T06:46Z [----] followers, [---] engagements "It's a fact that there were no tradfi institutions at scale when ATOM was popular The yield you are referring to is economic yield not stock split style yield. Example: Coca-Cola stock delivering dividends every year from business activity every year is more loved than a stock splitting 10% every year with no economics (which is similar in spirit to staking). Wall Street is smart in understanding where the yield comes from" [X Link](https://x.com/kankanivishal/status/1895817194094600484) 2025-03-01T12:43Z [----] followers, [---] engagements "We stake our SOL and we also will earn less via staking after SIMD-0228 in the short term. Fixing inflation is the right thing to so. Stimulates economy. Increases REV. Strengthens developer ecosystem. Leads to more apps. More REV. More healthy validators. This is good for Solana long term" [X Link](https://x.com/kankanivishal/status/1895945677563125803) 2025-03-01T21:14Z [----] followers, [--] engagements "Succinct response to SIMD-0228 criticisms. Please read. @David_Grid @solana @kankanivishal @multicoincap @MaxResnick1 Let me address each of your claims: [--]. Our original claim was that high staking yield raises the hurdle rate for DeFi activity. This is just like how raising the fed funds rate is restrictive to commercial lending activity because of the higher hurdle rate. Higher staking yields @David_Grid @solana @kankanivishal @multicoincap @MaxResnick1 Let me address each of your claims: [--]. Our original claim was that high staking yield raises the hurdle rate for DeFi activity. This is" [X Link](https://x.com/kankanivishal/status/1895945856907690210) 2025-03-01T21:14Z [----] followers, [---] engagements "SIMD-0228. All you need to believe to vote yes is the following: Solana inflation was high SIMD-0096 worsened it high inflation is a problem. _____ SIMD-0228 is strictly designed to ensure network security in mind. 1) If most people claim that SIMD-0228 will not push people out of staking to DeFi -- great we proved that we are overpaying for security. 2) If some people think we will see massive unstaking then a) if it goes to DeFi it increases REV. Great We boosted REV. That's the whole point of blockchains - economy on top of it not some circular staking games. b) if it leaves Solana (I" [X Link](https://x.com/kankanivishal/status/1895948805406912862) 2025-03-01T21:26Z [----] followers, 39.6K engagements "@aeyakovenko there is a meme coin lol" [X Link](https://x.com/kankanivishal/status/1895984713912971734) 2025-03-01T23:49Z [----] followers, [---] engagements "@barrett_io we are talking about 1% stake moving to DeFi. It is a very strong statement to make that even 1% will not move to DeFi - I see no evidence of that" [X Link](https://x.com/kankanivishal/status/1896059493261451310) 2025-03-02T04:46Z [----] followers, [---] engagements "SIMD-0228 Solana is for the VOLUME. For the 6th straight month SOL had MOST VOLUME across ALL Chains. There is No Second Best. #SOLANA ⚡ https://t.co/BwEmM5lifo Solana is for the VOLUME. For the 6th straight month SOL had MOST VOLUME across ALL Chains. There is No Second Best. #SOLANA ⚡ https://t.co/BwEmM5lifo" [X Link](https://x.com/kankanivishal/status/1896241449639022999) 2025-03-02T16:49Z [----] followers, [----] engagements "Think long term. support SIMD-0228. https://t.co/4hr5DwNmYF https://t.co/4hr5DwNmYF" [X Link](https://x.com/kankanivishal/status/1896320936586121469) 2025-03-02T22:05Z [----] followers, [----] engagements "Thoughts on SIMD-0228 from a highly respected Solana validator. Read every word. SIMD-0228 is good for Solana long term" [X Link](https://x.com/kankanivishal/status/1896709422124245013) 2025-03-03T23:49Z [----] followers, 29.1K engagements "@aeyakovenko simplicity of implementation and actually getting it done was another critical design choice in SIMD-0228" [X Link](https://x.com/kankanivishal/status/1896768182989594929) 2025-03-04T03:42Z [----] followers, [---] engagements "In the short term it compresses the margins. The question is how much contraction do you see in the validator set. You make it sound like a lot. Many of your peer validators make it sound a lot less. Furthermore there is a SIMD in works to reduce voting costs which makes this whole point moot. There are no nefarious intentions to centralize Solana validator network. Fixing inflation is the right thing to do and ultimately will help with more REV the only true metric of success of a smart contract platform" [X Link](https://x.com/kankanivishal/status/1897494797436223804) 2025-03-06T03:49Z [----] followers, [--] engagements "Numbers have been provided ample amount of times on X and Discord. Only numbers we can state with confidence are below: a) SOL emissions rate is 6x more that of Ethereum without considering ETH burn b) SOL emissions rate is 7x more that of ETH net of burn c) SOL staking rate is 2.2x that of ETH d) Post SIMD-0228 we approach the same staking yields as now at a staking participation rate of 42% still 1.5x higher than % ETH staked e) Post SIMD-0228 below 33% stake rate emissions from the new curve will be higher than the current curve to keep the network secure. 33% stake rate is still 1.2x than" [X Link](https://x.com/kankanivishal/status/1897496668473364827) 2025-03-06T03:57Z [----] followers, [--] engagements "Blockchains are financial technology. [--]. IBRL is the technology side. [--]. Fixing asset economics is the finance side. Both are important over the long term. On comparison with Ethereum: ETH is lagging today because of inferior tech not because of emissions curve. Nobody is saying we do not use ETH because it has bad monetary policy (it is bad ONLY if you wanna be bitcoin). Is SIMD-0228 trying to make SOL money No. It is purely aligning the emissions with market needs. Not once has the SIMD or the governance proposal said that we want to make SOL ultrasound money" [X Link](https://x.com/kankanivishal/status/1897747086428254260) 2025-03-06T20:32Z [----] followers, [---] engagements "@solanabeach_io The fact that opponents are actively abstaining from voting to prevent quorum is revealing. They believe allowing a quorum will lead to a loss as the majority of the stake supports SIMD-0228. Would you consider these actors self-interested or supporters of the Solana network" [X Link](https://x.com/kankanivishal/status/1899367728718258314) 2025-03-11T07:52Z [----] followers, [----] engagements "what's the best against argument here https://t.co/1TQ4KOXqzf https://t.co/1TQ4KOXqzf" [X Link](https://x.com/kankanivishal/status/1902076650961166580) 2025-03-18T19:16Z [----] followers, [---] engagements "I'm genuinely confused. Just when I was starting to think that Ethereum had picked a side it dropped this. My biggest concern is that I don't think the ETH community truly appreciates what it takes to be non-sovereign money. Ultrasound ain't it. PoS ain't it. Unreliable emissions schedule ain't it. Scale the L1 ain't it. And if it wants to be sovereign money it's not a game up for grabs. Stablecoins will win that. I'd rather them say: "Ethereum is ready to fix the tech." Ethereum is for fixing the money. Ethereum is for fixing the money" [X Link](https://x.com/kankanivishal/status/1911997180635652308) 2025-04-15T04:17Z [----] followers, 20K engagements "@cburniske Zoom out" [X Link](https://x.com/kankanivishal/status/1915257434190340539) 2025-04-24T04:12Z [----] followers, [---] engagements "I dont care if something flips BTC. But theres a lot wrong here: [--]. Whats the TAM for global non-sovereign SoV (unproductive assets) [--]. Whats the market cap of the top [--] global companies Microsoft Apple Amazon Google Nvidia Saudi Aramco Berkshire Broadcom Tesla. Hint: still less than gold (an almost inert element. That matters.) [--]. All tech no matter how advanced gets replaced. Cars planes phones comms biotechnology space tech robotics etc. - none are the same as [---] years ago. Ledger tech went electronic only [--] years ago. But SoV assets last millennia. Why Precisely because they dont" [X Link](https://x.com/kankanivishal/status/1921300089815138378) 2025-05-10T20:23Z [----] followers, [----] engagements "Let's assume [--] years out Bitcoin is at the center of global payments . Why would that happen And how" [X Link](https://x.com/kankanivishal/status/1925924234343112923) 2025-05-23T14:38Z [----] followers, [---] engagements "tfw you appreciate that even an og memecoin is more inflation and censorship resistant than fiat :)" [X Link](https://x.com/kankanivishal/status/1929303456491155544) 2025-06-01T22:26Z [----] followers, [---] engagements "which company in crypto / fintech makes better ads than coinbase" [X Link](https://x.com/kankanivishal/status/1937603291988340806) 2025-06-24T20:06Z [----] followers, [---] engagements "We are in the most boring and me too phase of crypto. We are in the putting New York Times online phase of crypto. This might sound contrarian but putting stocks onchain is an obvious step that doesnt have any margins. The most exciting and truly disruptive phase of crypto will start once crypto twitter moves past the stage of seeking validation from big name incumbents. That magical phase of crypto would combine truly internet native assets (not RWAs) permissionless creation of such assets by anyone and p2p electronic exchange of payments. No off-ramps required" [X Link](https://x.com/kankanivishal/status/1941717103972585634) 2025-07-06T04:33Z [----] followers, [----] engagements "exchange balances: near all time lows daily etf flows: in ten figures short liquidation wicks: getting nastier is this sell-side liquidity crisis in motion $1.3 BILLION IN SHORTS were liquidated in less than [--] seconds. Bitcoin skipped straight past $120k and went directly to $121k. At $2.39 trillion Bitcoin is now officially larger than Amazon and is the world's 5th largest asset. Remember this day. https://t.co/CuZ9wQI32v $1.3 BILLION IN SHORTS were liquidated in less than [--] seconds. Bitcoin skipped straight past $120k and went directly to $121k. At $2.39 trillion Bitcoin is now officially" [X Link](https://x.com/kankanivishal/status/1944628900106997870) 2025-07-14T05:23Z [----] followers, [---] engagements "One thing will be clear to everyone in crypto in 6-18 months. [--]. Financial engineering is useful when done right [--]. Financial engineering almost always is abused [--]. The entire business model of Wall Street is to collect fees for facilitating risk transfer between two willing counterparties [--]. The only religion of Wall Street is to collect fees [--]. All the criticisms of the crypto industry apply to Wall Street because this time the bubble will be created by Wall Street [--]. This is the only way because crypto rails are the future of Wall Street The end" [X Link](https://x.com/kankanivishal/status/1946058230699860471) 2025-07-18T04:03Z [----] followers, [---] engagements "allowing direct deposit of USDC from phantom wallet would avoid unnecessary tax issues" [X Link](https://x.com/kankanivishal/status/1946372952720638432) 2025-07-19T00:54Z [----] followers, [----] engagements "who would have thought that the reincarnation of constitutiondao would look like pumpdotfun" [X Link](https://x.com/kankanivishal/status/1947370401320910997) 2025-07-21T18:57Z [----] followers, [---] engagements "There are two types of assets: [--]. DCF assets: valued by cash flows. [--]. Attention assets: valued by mindshare. For a decade financial markets have struggled to separate the two. Gamestop was the turning point. Challenge for Institutional Investors: [--]. Institutional investors still dont have a model for attention flows. And without a model they cant justify buying these assets because it looks too much like gambling to their LPs. [--]. Worse theyre not even trying to find 100x outcomes. Their mandate is to track benchmarks not chase memes. Advantages for retail: [--]. No LPs. No mandates. [--]. They" [X Link](https://x.com/kankanivishal/status/1947744585754550396) 2025-07-22T19:44Z [----] followers, 23.4K engagements "Solana : Bitcoin :: Pudgies : Cryptopunks Yes No Yes No" [X Link](https://x.com/kankanivishal/status/1947749194023772207) 2025-07-22T20:02Z [----] followers, [----] engagements "@CatfishFishy Thats $25T ++ luxury collectibles large cap memecoins high end NFTs. SPX500 has barely outperformed gold inclusive of dividends in the last several years let alone other high growth assets named in the list" [X Link](https://x.com/kankanivishal/status/1948560756745666719) 2025-07-25T01:47Z [----] followers, [---] engagements "@CatfishFishy depends on your starting point. they started from $0 [--] or so years back. So yes their % is growing steadily vs equities" [X Link](https://x.com/kankanivishal/status/1948563205816533080) 2025-07-25T01:57Z [----] followers, [--] engagements "http://x.com/i/article/1948967621493219328 http://x.com/i/article/1948967621493219328" [X Link](https://x.com/kankanivishal/status/1948973027904917981) 2025-07-26T05:05Z [----] followers, [----] engagements "Published an article on why optimizing for tokenized equities is looking backwards whereas optimizing for User Generated Assets (UGAs) is looking forward. https://x.com/kankanivishal/status/1948973027904917981 https://t.co/WlFkAmx9Wc https://x.com/kankanivishal/status/1948973027904917981 https://t.co/WlFkAmx9Wc" [X Link](https://x.com/kankanivishal/status/1948974894068166965) 2025-07-26T05:13Z [----] followers, [---] engagements "Understanding Capital Flows 1: Theres only one chain thats faced a true chaotic unfiltered stress test so far the Trump Coin saga. Now imagine the entire EVM ecosystem about to face something similar only bigger. A flood of memecoins degens retail frenzies all hitting within months. How does it hold up Im genuinely curious. No need to buy any narratives. The numbers will speak for itself. And if it doesnt come out on top how fast do narratives shift How quickly does capital rotate Exciting times ahead" [X Link](https://x.com/kankanivishal/status/1949654282786971659) 2025-07-28T02:12Z [----] followers, [---] engagements "DATs are friendly wrappers for tradfi money to trade altcoins" [X Link](https://x.com/kankanivishal/status/1950300939338076385) 2025-07-29T21:02Z [----] followers, [---] engagements "@karsenthil @natbrunell Question of when you start the clock" [X Link](https://x.com/kankanivishal/status/1950306870121431163) 2025-07-29T21:26Z [----] followers, [--] engagements "@karsenthil @natbrunell And also you cant compare the risk profile of the two if your thesis is categorically different" [X Link](https://x.com/kankanivishal/status/1950307003337003447) 2025-07-29T21:26Z [----] followers, [--] engagements "This chart isnt cited a lot just yet source @coingecko" [X Link](https://x.com/kankanivishal/status/1950423143572787294) 2025-07-30T05:08Z [----] followers, [---] engagements "This is the best speech I've read from a crypto regulator ever. Rooted in American Spirit. Reminds me of the quote where it says you can count on America to do the right thing eventually -- after it has tried all the wrong things. https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125 https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125" [X Link](https://x.com/kankanivishal/status/1951295563112091819) 2025-08-01T14:54Z [----] followers, [---] engagements "equity trading fees went to zero only very recently after decades of electronic trading. who is gonna be the robinhood to compress crypto trading margins to zero also I believe people who pay such fees arent trading on coinbase because of more assets. its convenience and familiarity because probably they got their start at coinbase. after all xrpusd did make all time highs. theoretically you are correct that spreads will compress. as a matter of business whats more important to know is how fast. I dont see anyone pushing the agenda like Robinhood did for stock trading" [X Link](https://x.com/kankanivishal/status/1951452619144114530) 2025-08-02T01:18Z [----] followers, [----] engagements "A novel finance x entertainment venue will have embedded support for User Generated Assets (UGAs). Today a launchpad hosts a memecoin. Tomorrow that same token could be a fully executable game. Bring your own game. Let others pay to play. UGAs turn tokens into toys" [X Link](https://x.com/kankanivishal/status/1952584528192520510) 2025-08-05T04:16Z [----] followers, [---] engagements "reasons to hate $COIN - terrible terrible support - terrible product - lots of competition - unfocused L2 strategy - betting farm on EVM - extractive behavior (who charges fees for stablecoin conversions in an updated financial system who takes enormous rake on staking yields) reasons to like $COIN - institutional trust - retail trust - regulatory advantage - crypto native DNA of founder (yes they will have to revisit their Base strategy at some point) - incredible marketing victory is not given and there are real risks their extractive behavior can undo the trust and goodwill in them not" [X Link](https://x.com/kankanivishal/status/1953658852257542527) 2025-08-08T03:25Z [----] followers, [---] engagements "some day very soon you wont hear of crypto cycles instead youd hear about normal financial cycles because entire economy will be running onchain and onchain economy will be the financial economy" [X Link](https://x.com/kankanivishal/status/1954408731443159414) 2025-08-10T05:05Z [----] followers, [---] engagements "ETHs Rally Is a Flow Cycle Story Not a Fundamentals Story Yet Flows chase stories early but settle on substance over time. In [----] retail capital rushed into Bitcoin then Ethereum then altcoinsnarrative after narrativeuntil we exhausted the retail capital. Only Bitcoins fundamentals held up. Now institutions are entering. Like retail in [----] theyve spent the first year sticking to Bitcoin for its clear value propositionWall Streets store-of-value bet. With GENIUS behind us career risk has flipped. Institutions are piling into the smart contract platform trade where utilitynot the SoV" [X Link](https://x.com/kankanivishal/status/1955073548457820230) 2025-08-12T01:07Z [----] followers, [---] engagements "@jon_charb why do these chains need to be decentralized or have any PoA style consensus" [X Link](https://x.com/kankanivishal/status/1955374970223333539) 2025-08-12T21:04Z [----] followers, [---] engagements "@jon_charb - how - base is non-custodial - base if centralized actor fine long term why bother short term" [X Link](https://x.com/kankanivishal/status/1955425759797055640) 2025-08-13T00:26Z [----] followers, [---] engagements "you are the company you keep: squads x coinbase x usdc Were excited to announce a strategic partnership with @Coinbase. Together well accelerate USDC adoption and advance our shared mission of stablecoin-powered finance. Over $1 billion in USDC lives on Squads today and the stablecoin era is just getting started. https://t.co/4uIusFVw2l Were excited to announce a strategic partnership with @Coinbase. Together well accelerate USDC adoption and advance our shared mission of stablecoin-powered finance. Over $1 billion in USDC lives on Squads today and the stablecoin era is just getting started." [X Link](https://x.com/kankanivishal/status/1955666923074597170) 2025-08-13T16:25Z [----] followers, [---] engagements "indexing on crypto twitter for where we are in the cycle will lead to false precision the real sentiment discovery is probably happening on [--]. reddit (normie retail) [--]. linkedin (institutions)" [X Link](https://x.com/kankanivishal/status/1956018963244003606) 2025-08-14T15:43Z [----] followers, [---] engagements "@jon_charb pushback: can't compare the p/e of a startup in a competitive field with a mature set of companies in-support: you can argue this number should be even higher given the projected future growth if successful reality: somewhere in between" [X Link](https://x.com/kankanivishal/status/1956084161917424078) 2025-08-14T20:03Z [----] followers, [---] engagements "the year is [----]. some things truly never change. prediction markets on how many times coinbase will go down in [----] would be so hit" [X Link](https://x.com/kankanivishal/status/1958009372535136403) 2025-08-20T03:33Z [----] followers, 13.7K engagements "User Generated Assets (UGAs) Not Tokenized Equities or Payments Will Crown the Next Trillion-Dollar Chain Most people dismiss attention assets as distractions. I disagree. In hindsight well view them as the earliest indicators of PMF. UGAs are a leading signal of which blockchain is best positioned to capture trillions in long-term value. To understand why we can break blockchain use cases into two core categories: [--]. Payments Payments are often cited as a core use case for blockchains. But payments do not compete for shared state. They are not time-sensitive at milliseconds level which" [X Link](https://x.com/kankanivishal/status/1963724080193966159) 2025-09-04T22:01Z [----] followers, [----] engagements "@web4O Those are subset use cases of UGAs. May or may not work. But things like user generated prediction markets should be a thing for example. I think the design space is expansive" [X Link](https://x.com/kankanivishal/status/1963734509222068225) 2025-09-04T22:42Z [----] followers, [--] engagements "For Stripe it makes sense to eliminate the leak in the payment supply chain to middlemen. That in itself is enough for them to add [--] figures to their bottom line. But to extrapolate from there to compete with Ethereum or Solana as a permissionless substrate is still beyond me given it will have to move the slowest because of compliance obligations of the validator set and be the least open to entrepreneurs. And what is totally beyond me is people thinking this is good for ETH the asset" [X Link](https://x.com/kankanivishal/status/1963789227713605653) 2025-09-05T02:20Z [----] followers, [---] engagements "A payments chain helps a payments company with distribution eliminate value leakage in the supply chain. Maybe even helps the payments company to bank the merchants. Thats useful. But expecting a corporate heavy permissioned payments chain to power open permissionless finance is not a realistic position today" [X Link](https://x.com/kankanivishal/status/1963793787534422446) 2025-09-05T02:38Z [----] followers, [---] engagements "Dont ask me why but this shocked me: I grew up thinking energy conservation was the ultimate law of physics. But in relativity it fails globallythe universe doesnt even have a single energy balance sheet. As space expands light stretches and fades with no global sink to track the loss. Energy isnt literally destroyedits that general relativity doesnt require a global total at all. The result is the same: energy spreads thinner and the universe becomes colder leading to heat death" [X Link](https://x.com/kankanivishal/status/1963816429649871010) 2025-09-05T04:08Z [----] followers, [---] engagements "prediction markets are an evolution of NFT marketplaces" [X Link](https://x.com/kankanivishal/status/1973810136176013592) 2025-10-02T17:59Z [----] followers, [---] engagements "@QwQiao the good old risk parity" [X Link](https://x.com/kankanivishal/status/1974171689547399667) 2025-10-03T17:56Z [----] followers, [---] engagements "stop checking your charts in fiat" [X Link](https://x.com/kankanivishal/status/1975968778287792582) 2025-10-08T16:57Z [----] followers, [---] engagements "@BenKizemchuk if market is the taker of capital of last resort via 4Fs (passive fiscal fiat) then why not" [X Link](https://x.com/kankanivishal/status/1977780447087063050) 2025-10-13T16:56Z [----] followers, [--] engagements "one good thing about this historic gold rally is that the west now understands why gold has value and by extension why btc has value" [X Link](https://x.com/kankanivishal/status/1977939568977383919) 2025-10-14T03:28Z [----] followers, [---] engagements "one of my favorite quotes on gold goes something like this: gold is not valuable because people make jewelery out of it but people make jewelry out of gold because it is valuable from the book Debt: The First [----] years" [X Link](https://x.com/kankanivishal/status/1977944694563672408) 2025-10-14T03:48Z [----] followers, [---] engagements "to scale private bitcoin you need to accept anarchy as the logical endpoint transparent bitcoin can still scale as a counterbalance against money printer go brrr. without needing anarchy Idk how you scale private bitcoin without anarchy" [X Link](https://x.com/kankanivishal/status/1978201410081546723) 2025-10-14T20:49Z [----] followers, [---] engagements "@kellyjgreer @Melt_Dem Im surprised there was no memecoin created / took-off with that ticker" [X Link](https://x.com/kankanivishal/status/1978275549320491408) 2025-10-15T01:43Z [----] followers, [---] engagements "the real question you should be asking is what are [----] devs doing on bitcoin 1/ New data confirms: @Ethereum is the #1 ecosystem for new developers in [----]. https://t.co/ZThdbGDf0X 1/ New data confirms: @Ethereum is the #1 ecosystem for new developers in [----]. https://t.co/ZThdbGDf0X" [X Link](https://x.com/kankanivishal/status/1978872269565767859) 2025-10-16T17:14Z [----] followers, [---] engagements "USD has the benefit of reserve currency Countries wanting to decouple from US do not have strong currencies to compete as an alternate reserve currency So they have to agree on something strong and neutral that still gives said countries the ability to freeze seize and sanction tokenized gold as opposed to bitcoin achieves both bitcoin has strong property rights tokenized gold doesnt in due time" [X Link](https://x.com/kankanivishal/status/1979025301767078046) 2025-10-17T03:22Z [----] followers, [---] engagements "@accel_capital @1kxnetwork Congratulations 👌" [X Link](https://x.com/kankanivishal/status/1443714340880850947) 2021-09-30T23:08Z [----] followers, [--] engagements "You'll do yourself a favor by not copy pasting previous cycles and predicting what comes next. The game has fundamentally changed - there are new players new chains new sectors. Look forward not back" [X Link](https://x.com/kankanivishal/status/1770192282592911604) 2024-03-19T20:55Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@kankanivishal Vishal Kankani
Vishal Kankani posts on X about bitcoin, solana, money, ethereum the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] -91%
- [--] Month [---------] +101%
- [--] Months [---------] +1,104%
- [--] Year [---------] +1,038%
Mentions: [--] #
- [--] Week [--] +6.70%
- [--] Month [--] +167%
- [--] Months [--] +25%
- [--] Year [---] +119%
Followers: [------] #
- [--] Week [-----] +0.99%
- [--] Month [-----] +0.95%
- [--] Months [-----] +5.50%
- [--] Year [-----] +19%
CreatorRank: [---------] #
Social Influence
Social category influence cryptocurrencies finance stocks technology brands exchanges automotive brands social networks countries currencies nfts
Social topic influence bitcoin, solana, money, ethereum, crypto, inflation, market, investment, fintech, onchain
Top assets mentioned Bitcoin (BTC) Solana (SOL) Ethereum (ETH) Coinbase Global Inc. (COIN) USDC (USDC) Celestia (TIA) Hivemapper (HONEY) Numeraire (NMR) Helium (HNT) Immutable (IMX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Did someone just realize that Zcash ($ZEC) halvening is next week And did Mr. Market just say "Nah it doesn't matter". Will be interesting to read thought pieces next week on how halvening does or does not impact price action of crypto-assets"
X Link 2020-11-12T04:24Z [----] followers, [--] engagements
"I've said this before. I will say this again. #Bitcoin was and continues to be the biggest macro trade out there in decades. We are witnessing the change of numeraire for money. Not every generation gets to see it. Stay strong stack sats and be humble"
X Link 2020-12-16T20:44Z [----] followers, [--] engagements
"Goldman Sachs suggests #Bitcoin should be considered as an investable asset. Now imagine financial advisors wealth managers trading desks etc. scrambling to get a pie of this market. Adoption"
X Link 2021-05-24T16:42Z [----] followers, [--] engagements
"What is @nounsdao - NounsDao is an on-chain avatar project with a treasury. - Treasury receives proceeds by auctioning off avatars. - NounsDAO then uses this treasury to fund creators/developers to build on top of these avatars. 2/n"
X Link 2021-09-08T00:17Z [----] followers, [--] engagements
"What are Nouns - Nouns are 32x32 pixelated on-chain avatars. Produced using generative art. - Every [--] hours a noun is auctioned. Another noun is automatically generated. - Each noun has traits that are pseudorandomly distributed i.e. each noun is equally rare. 3/n"
X Link 2021-09-08T00:17Z [----] followers, [--] engagements
"3/ What is the purpose of these nouns - Nouns are a cultural phenomenon imo. - Goal is to build communities centered around nouns. - The most extravagant ambition is for nouns to become embedded in the social and cultural fabric of our times. 4/n"
X Link 2021-09-08T00:17Z [----] followers, [--] engagements
"Link to the @ConstitutionDAO live auction: #wagbtc https://youtube.com/watchv=1TBa-9Lx3vc&feature=share https://youtube.com/watchv=1TBa-9Lx3vc&feature=share"
X Link 2021-11-18T23:39Z [----] followers, [--] engagements
"If you identify as a product person thrive in an environment of autonomy and love experimenting with wild ideas do consider responding to this tweet. CabinDAO is at the forefront of what work and cities would look like in the Information Age. Disclosure: We are investors. If youre a product leader thats DAO-curious now would be a great time to reach out and say hai 👀 Our product guild is growing and we need a vibe-aligned leader to help build software for DAOs the future of independent online work and perhaps even a decentralized city-state If youre a product leader thats DAO-curious now"
X Link 2022-01-27T15:43Z [----] followers, [--] engagements
"Believing in four year crypto cycles is ignoring the reduced significance of Bitcoin halvings and not acknowledging the entry of new actors in the space"
X Link 2023-07-04T18:32Z [----] followers, [--] engagements
"@MoneroMahesh Tweet was about entire crypto ecosystem. Other ecosystem development cycles are uncorrelated to Bitcoin. Security budget debate difficult to fit in a tweet but difficulty tail emissions economic activity can solve things"
X Link 2023-07-04T18:48Z [----] followers, [--] engagements
"Teams aspiring for fixed token supply is a symptom of Bitcoin hangover. It is rampant. Over time winners would know better to carve their own niche for which they may need theoretically infinite supply but practically finite and growing supply"
X Link 2023-07-06T02:38Z [----] followers, [---] engagements
": I think different L1s have intentionally/unintentionally made certain choices that set them up for different use cases. For some use cases absolute"
X Link 2023-08-03T16:48Z [----] followers, [--] engagements
"To me thinking from first principles in crypto means: Can you explain why your app requires these four lines If not why did your app not exist before crypto"
X Link 2023-08-18T22:15Z [----] followers, [----] engagements
"2. Fixed-Maturity Contracts: These are akin to traditional bonds characterized by a predetermined maturity date"
X Link 2023-08-24T16:11Z [----] followers, [---] engagements
"We are more inclined towards the perpetual model. This is because it maintains a consistent multiplier dictating how much more a long-term player earns compared to a short-term one throughout every block"
X Link 2023-08-24T16:11Z [----] followers, [---] engagements
"@imrgoyal To give a sense of best pricing things in tradfi markets especially on big desks trade below [--] basis point quite frequently. Doing anything onchain by definition is going to be expensive for liquid assets all said and done"
X Link 2023-09-01T21:30Z [----] followers, [--] engagements
"I have long believed that using crypto rails to coordinate funds globally among aligned actors to execute on their missions is going to unlock [--] to [--] consumer behaviors. This takes us [--] step closer"
X Link 2023-09-07T20:33Z [----] followers, [----] engagements
"Was sitting next to a guy in the flight recently who works at a power plant. Said they routinely mine bitcoins when there is excess supply of electricity and it helps tremendously with grid stability. Fun fact for people that power can easily trade in negative I.e. people get paid to buy electricity. Bitcoins role in grid stability that allows for onboarding renewables at scale in the years to come is greatly under appreciated"
X Link 2023-09-08T20:53Z [----] followers, [----] engagements
"Consumer crypto founders would likely benefit by targeting crypto native micro-influencers to seed their app combined with long term mindset that focuses on compounding quality slowly. Why You cant move faster than centralized alternatives normies will churn until the tech is abstracted away and already popular people have high opportunity cost to forego their existing distribution. It is hard but worth it"
X Link 2023-09-11T18:46Z [----] followers, [----] engagements
"Using friendtech - looking for pros and rebuttals - preliminary thoughts on capturing attention TCRs haggling over price One pro is that while someone can chat in Twitter DMs but to be able to attract someones attention to respond to your message is a big lift . so in a way you pay to start a channel . (then if the chat is interesting you can connect on Twitter/Telegram etc and sell keys) If the rebuttal is no one gonna pay $10k to talk to someone - then we are just haggling over the price so long as you agree somebody is willing to pay $1 to chat Spam/Bots are a clear problem but something"
X Link 2023-09-12T19:44Z [----] followers, [----] engagements
"Wrapping up Permissionless. Good to see folks from both Ethereum and Solana communities represented not only in talks but also on same panels. I think @aeyakovenko himself was on three panels - which to me is a clear sign of Solana gaining recognition for its abilities among the Ethereum community. Good to see cross dev communication. We need more of this as a crypto community. LFG"
X Link 2023-09-13T16:40Z [----] followers, [----] engagements
"@metaproph3t Regulations privacy poor understanding of financial risk management among devs (move fast break things is not how finance works)"
X Link 2023-09-13T20:53Z [----] followers, [--] engagements
"steadfastness of Bitcoin culture of Ethereum consumer obsession of Solana -- any other community stands out for anything specific"
X Link 2023-09-18T23:35Z [----] followers, [---] engagements
"what are the best crypto communities where people hang out regardless of the price their pfp is trading"
X Link 2023-09-19T14:34Z [----] followers, [---] engagements
"was thinking about when liquidity mining works when is it enough when it fails etc. here you go: all newcomers need attention -- two ways -- a) give net new product or b) give 10x better product-- if net new no need for any incentive -- net new is enough -- if not net new you basically incentivize people to look at you -- then you are basically on borrowed time -- say [--] days -- if you do not reach 10x in [--] days -- you are basically dead because getting a 2nd chance is exponentially harder -- alternatively build a 10x product first -- and then crush in the [--] days -- and then you are the new"
X Link 2023-09-26T18:08Z [----] followers, [---] engagements
"Tokenizing real world assets is like putting magazine articles online in the early days of web. While useful this is the tip of the iceberg. There is about to come a sea change in the types of digital assets and the nature of their flow"
X Link 2023-10-06T04:00Z [----] followers, [----] engagements
"We are pleased to announce our investment in Squads the leading multisig solution on Solana. Technology for financial custody access control trading and settlement has evolved throughout history and blockchains enable us to elevate it to the next level. Operating a business involves overseeing treasury management payroll HR and engineering. In crypto operations extend to granting permissions setting transaction limits conducting on-chain voting maintaining code authority implementing time delays and much more. Companies and internet-native organizations can leverage Squads' multisig to"
X Link 2023-10-16T19:41Z [----] followers, 20.6K engagements
"Crypto is yet to unlock collective action at scale. We already have group chats to share information collaboration software to plan stuff and group accounts to manage finances (multisigs). What else is needed"
X Link 2023-10-20T02:37Z [----] followers, [---] engagements
"Oversupply of fake news is an outcome. Business model is the cause. To fix misinformation crisis we need to rethink the business model. Why Fake news has to come in my feed to be consumed. Who decides what comes into my feed An algorithm. Who designs that algorithm A company. What are the incentives of the company Making maximum profit. How do social media platforms make money By advertises. What is required to make maximum money from advertising Time spent in app. How do you increase time spent in app By showing engaging content. What content is engaging This is the consumer insight: content"
X Link 2023-10-21T02:23Z [----] followers, [----] engagements
"While Ive always maintained that there is nothing ultrasound about Ethereum monetary policy charts dont actually say much. Also an ultrasound money should actually underperform good productive assets in the long run because of the fact that it is ultrasound and has very little relative risk. High risk high return means low risk return"
X Link 2023-10-24T21:44Z [----] followers, [---] engagements
"what reasonable things can you name which even if they had a marketplace to trade people will still not trade"
X Link 2023-11-16T16:32Z [----] followers, [---] engagements
"@richiebonilla @lessin why is this different than a lender underwriting the future income of a bunch of individuals As a DAO what coordination problem are you solving"
X Link 2023-11-17T17:05Z [----] followers, [--] engagements
"@aseidman Congrats"
X Link 2023-11-22T00:40Z [----] followers, [---] engagements
"If Celestia EigenDA etc. are going to command high value [--]. where is this going to come from It is going to come at the expense of existing DA i.e. ETH [--]. who is putting money in new DAs An ETH investor is more likely to put money here vs a BTC maxi or an alt-L1 investor Does that not mean fund outflows from ETH fund inflows in DA So are DAs parasitic to ETH"
X Link 2023-11-24T05:57Z [----] followers, [----] engagements
"As more users want to find out how to trade in the Solana ecosystem theyll invariably land here"
X Link 2023-11-28T04:31Z [----] followers, [----] engagements
"@SimkinStepan Congrats"
X Link 2023-11-30T06:10Z [----] followers, [---] engagements
"@dberenzon Congrats And Welcome Lets meet :)"
X Link 2023-11-30T20:42Z [----] followers, [--] engagements
"@atterX_ There is a reason we have high frequency trading firms not high frequency settlement firms. We need crypto economic guarantees to trust the data but that's table stakes"
X Link 2023-12-02T05:56Z [----] followers, [--] engagements
"@sushantpandey_ An exchange"
X Link 2023-12-05T15:25Z [----] followers, [--] engagements
"I like ethereum and it has staying power. But there is very little substance in some statements in the quoted tweet. "Ethereum now makes $2.7 billion in annualized profits - the only profitable chain - a P/E ratio of [--] - a slightly more than Amazon P/E of [--] less than Zoom P/E of 153." -- This is neither here nor there "Ethereum now has entire chains as net new buyers of blockspace this cycle - these are called Layer 2's - last wk five Layer [--] were the top [--] consumers of Ethereum blockspace." -- they replace the depleting activity on mainnet "Ethereum is deflationary this cycle - last cycle"
X Link 2023-12-05T20:36Z [----] followers, [----] engagements
"@QwQiao has been on point lately with his thoughts on speculation crypto culture memecoins and trading needs of degens. gg"
X Link 2023-12-17T23:36Z [----] followers, [----] engagements
"There are four types of assets: [--]. Good at what they do the market does not give them credit yet [--]. Good at what they do the market gives them credit [--]. Bad at what they do the market does not give them credit [--]. Bad at what they do the market gives them credit anyways As an investor you need to be objective about that"
X Link 2023-12-20T08:48Z [----] followers, [---] engagements
"@bdguan Whoa Nice. DM me if you need anything while you are out there"
X Link 2023-12-20T08:51Z [----] followers, [--] engagements
"Market overvalues settlement market cap over execution market cap today. ETH L1 valuation accounts for both. If you split it goes to execution layers and settlement layers. Like why is ETHUSD a beneficiary if you and I use Celestia DA and our own L2 that captures MEV Genuinely asking"
X Link 2023-12-21T14:50Z [----] followers, [---] engagements
"Here is a question for high end art collectors. With inscriptions unlocked on Bitcoin the most secure chain with the smallest attack surface what is the reason for legendary artists of our times to prioritize the provenance of Ethereum"
X Link 2023-12-24T04:18Z [----] followers, [----] engagements
"There are many more advantages for Ethereum other than this but the main question I think people including hardcore Ethereans are frustrated with is the following: What is the plan And without a coherent answer here no advantage matters on a medium to long time frame. Its not where the best tech doesnt always win situation. Table stakes in that world is both tech work about the same not at different orders of magnitude"
X Link 2023-12-24T20:11Z [----] followers, [---] engagements
"What scenario of the world justifies disproportionate value accrual to all three assets: Eth Op Celestia"
X Link 2023-12-24T20:12Z [----] followers, [---] engagements
"what is your one (and only one) craziest crypto prediction for 2024"
X Link 2023-12-27T21:14Z [----] followers, [----] engagements
"@anku505 why do you believe that"
X Link 2023-12-27T21:38Z [----] followers, [--] engagements
"@MosheMalawach @aleph_im @Libertai_DAI why are aleph and libertai the right pieces for such ai"
X Link 2023-12-27T22:02Z [----] followers, [---] engagements
"@0xMert_ there are many to distill . and this maybe inaccurate. but here you go 1) atlas shrugged (fiction) 2) algorithms to live by (practical) 3) man's search for meaning (psychology/biography)"
X Link 2023-12-27T22:09Z [----] followers, [--] engagements
"Which VC made eye popping returns investing in putting New York times on the internet Then why do you think investing in existing financial instruments coming onchain is an attractive VC investment Internet created its own versions. Incremental vs disruptive"
X Link 2023-12-28T05:11Z [----] followers, [----] engagements
"@QwQiao What specifically in RWA That's a pretty loose term"
X Link 2023-12-28T20:22Z [----] followers, [----] engagements
"Interest rates more L1s wars AI DePIN ETFs should give you a pause if you still believe in [--] year cycles. Restart. The game has fundamentally changed"
X Link 2024-01-05T03:25Z [----] followers, [---] engagements
"If Wall Street is fighting this aggressively over real dollars for bitcoin ETF they are about to fix the bitcoin bad for environment narrative once and for all :)"
X Link 2024-01-10T04:57Z [----] followers, [---] engagements
"This vs Coinbase ads Both know their customers. BlackRock releases new spot #Bitcoin ETF advertisement 👀 https://t.co/bNs6yfyfRq BlackRock releases new spot #Bitcoin ETF advertisement 👀 https://t.co/bNs6yfyfRq"
X Link 2024-01-15T02:46Z [----] followers, [---] engagements
"bitcoin is sovereignty ethereum is culture solana is finance future generations will be baffled to think we thought of them as competitors"
X Link 2024-01-17T05:31Z [----] followers, [----] engagements
"@GarrettHarper_ @SquadsProtocol many congrats welcome :)"
X Link 2024-01-17T16:47Z [----] followers, [---] engagements
"In this cycle we all end up agreeing that web3 clones of web2 social media are ngmi"
X Link 2024-01-18T04:06Z [----] followers, [----] engagements
"@JuliaLipton very similar"
X Link 2024-01-18T15:44Z [----] followers, [--] engagements
"is anyone in depin working to improve air quality in india"
X Link 2024-01-22T04:08Z [----] followers, [----] engagements
"@mhudack @eshanshetty01 @kashdhanda congrats :)"
X Link 2024-01-28T13:16Z [----] followers, [--] engagements
"maps are like oracles and @Hivemapper is a near real time oracle just like once you have a live price feed you can unlock secondary markets in the case of hivemapper freshness would unlock new products on top -- insurance companies using live feed to decide premiums people crowdfunding to take actions based on live feeds prediction markets etc"
X Link 2024-02-06T02:54Z [----] followers, [----] engagements
"at ETH Denver with rest of the Multicoin crew am interested in - stablecoin payments crypto banking solutions - consumer apps around collectibles - making bitcoin programmable - community-driven collective action say hi if you are working along these lines"
X Link 2024-02-27T17:28Z [----] followers, [----] engagements
"Financial Nihilism is exaggerated. Crypto is the closest it has ever been to deliver on its first promise: cheap fast and scalable peer-to-peer global payments. The entire DePIN sector is unlocked because of micropayments. Yes memecoins are here to stay but they are another stop in the journey of crypto. Yes it is the darkest before the dawn and memecoins are a proof of concept that crypto payments have arrived"
X Link 2024-03-14T21:21Z [----] followers, [----] engagements
"dogwifhat on sphere in vegas is a spiritual successor of constitutionDAO - you gonna see 100-1000x more such stories in the coming months"
X Link 2024-03-15T13:57Z [----] followers, [----] engagements
"Solana is "NOT" going through the [----] Ethereum ICO hype cycle . These takes are absolutely wrong based in human desire to pattern match like seeing faces in clouds. If you were around in [----] you know those ICOs were ideas at best and the Ethereum technology was no where near ready to support them heck it is still not ready. Solana is getting attention despite Ethereum being the black hole of crypto attention. It is because the devs are delivering. [--]. dePIN is unlocked because of micropayments [--]. frictionless trading is unlocked because of low cost and low latency [--]. Creator economy is"
X Link 2024-03-16T16:50Z [----] followers, 103.1K engagements
"@abhilashi It is less about misunderstanding and more about failing to keep bag bias aside and objectively analyze it Only ones who dislike Solana on my timeline are Ethereans - nobody else"
X Link 2024-03-16T19:05Z [----] followers, [----] engagements
"Money: Bitcoin Ethereum and Solana. There are two types of money: non-sovereign money and sovereign money (fiat). At the most fundamental level non-sovereign money is sought after as insurance for fiat money gone bad. For something to be widely considered as non-sovereign money it would logically imply that operators of fiat money must be unable to manipulate non-sovereign money. Most relevant operations and manipulations boil down to expanding the supply of money. When it comes to fiat money it is purely a social construct in many ways similar to non-sovereign money but with a fundamental"
X Link 2024-03-23T21:44Z [----] followers, [----] engagements
"I've quoted the following contrarian opinion to many people -- For Indian crypto scene at least Bangalore won't be the hub in [--] years. feels like blr as a city is done. It has grown beyond a point the existing infrastructure can support it. The leadership is incompetent to deal with the infrastructure back pressure. The residents are just left with poor roads no street lights narrow roads made even narrower https://t.co/upJedmeZk9 feels like blr as a city is done. It has grown beyond a point the existing infrastructure can support it. The leadership is incompetent to deal with the"
X Link 2024-04-04T18:26Z [----] followers, [----] engagements
"blockchains allow us to redesign 10x better global marketplaces for collectibles and social networks for collectors -- excited to back @web4O 1/ We are excited to announce our $5M seed round led by @multicoincap with participation from @SolanaVentures @FjLabs and @NarwhalNation. https://t.co/5CEJfsd3D0 1/ We are excited to announce our $5M seed round led by @multicoincap with participation from @SolanaVentures @FjLabs and @NarwhalNation. https://t.co/5CEJfsd3D0"
X Link 2024-05-01T16:01Z [----] followers, [----] engagements
"People wanted perpetual options market gave them memecoins"
X Link 2024-05-03T22:59Z [----] followers, [----] engagements
"1/ I am proud to announce our investment in Arch @ArchNtwrk a Bitcoin-native application platform that unlocks bridgeless decentralized finance (DeFi) on Bitcoin the world's most valuable blockchain. More than a decade ago "
X Link 2024-05-09T16:19Z [----] followers, 31.3K engagements
"2/ after intense debates Bitcoin community intentionally let go of all the smart contract innovation because the then perceived tradeoffs presented meaningful risks to the ultimate mission of becoming the largest non-sovereign money"
X Link 2024-05-09T16:19Z [----] followers, [----] engagements
"3/ But a couple things happened in the last few years. [--]. In November [----] Taproot upgrade made it easier for developers to write complex script functionalities and store more data onchain more conveniently [--]. In July [----] Casey Rodarmor published Ordinal theory which unlocked the ability for users to inscribe arbitrary data directly into Bitcoin transactions unlocking fully-onchain NFTs on Bitcoin"
X Link 2024-05-09T16:19Z [----] followers, [----] engagements
"I repeat. PoW is the only viable way to create non sovereign money at scale. Bitcoiners always understood it and hence they let go of smart contract development to other chains because their north star was non sovereign money not digital fiat. @dankrad My view of the state of affairs: - MEV was an attack on Ethereum. Instead of working against it we shared the proceeds with enough people to shut the majority up. Problem made not-a-problem. - Liquid staking was an attack on Ethereum. Instead of solving it we promoted many @dankrad My view of the state of affairs: - MEV was an attack on"
X Link 2024-05-17T15:33Z [----] followers, [---] engagements
"Today I am proud to announce our investment in Mountain Protocol @MountainUSDM the issuer of USDM the worlds first permissionless prudentially regulated yield-bearing stablecoin fully backed by US treasuries. We led the Series A round which also included Castle Island Ventures Coinbase Ventures and others. Why another stablecoin Read on"
X Link 2024-06-06T15:42Z [----] followers, 38.9K engagements
"Stablecoins are among the largest addressable markets: . Two things matter to win MONEY: [--]. Trust (prudential regulation in a trusted jurisdiction) [--]. Safety (source of yield idiot proof UX) USDC and USDT have done great service to crypto industry so far. But their business model is too lucrative to expect them to share most of the yields with users. Also they are not bankruptcy remote or prudentially regulated. USDT is not even 1:1 backed with US treasuries. USDM explicitly counterpositions against incumbent stable-coins with [--]. institutional grade regulatory standards and protections [--]. the"
X Link 2024-06-06T15:42Z [----] followers, [----] engagements
"USDM is prudentially regulated by Bermuda Monetary Authority a respected regulator in fintech and crypto. Bermuda has a long history of regulating complex financial products. Furthermore Bermuda has a robust court system following common-law that allows USDM holders to be able to trust a proven jurisdiction. Prudential regulation means going a step beyond disclosures. Prudential regulation requires financial organizations to measure and manage risks across different scenarios hold adequate capital and liquidity as dictated by stress tests and have in place workable recovery and resolution"
X Link 2024-06-06T15:42Z [----] followers, [----] engagements
"You never do anything to earn your interest in your bank account. The interest is just added on top without asking you to purchase any financial instrument or send your money to some address. In crypto we call it rebasing. Rebasing means that users earn more USDM by just having the stablecoin in their wallet and without having to stake lend or do anything at all. Every day when users open their wallet there will be more USDM coins than the previous day because of accrued interest. Thats a satisfying feeling and minimum brain damage"
X Link 2024-06-06T15:43Z [----] followers, [---] engagements
": [--]. If you have stablecoins on your balance sheet and you have been foregoing yield so far because you could not trust any stablecoin outside of USDC/USDT then wait no more. USDM gives you higher regulatory guarantees and disclosures with 5% yield. [--]. If you accept stablecoins as collateral today then there is practically no reason you should stop your users from posting a better collateral which generates yields for them. Your customers can only love you more not less. [--]. If you are focused on providing dollar exposure to your users in inflation ridden and/or unstable countries then why"
X Link 2024-06-06T15:43Z [----] followers, [--] engagements
"Mountain Protocol also has a stellar board of advisors including @matt_homer (GP at Department of XYZ former NYDFS regulator and a fintech veteran) Jeff Baron (CCO Coinbase International) @nic__carter (GP Castle island Ventures) and @fnhabach (Head of Compliance Sygnum Bank)"
X Link 2024-06-06T15:43Z [----] followers, [---] engagements
"one stop shop for solana multisig and smart wallet 1/ We are excited to announce our $10M Series A led by @ElectricCapital to continue our mission to grow the onchain economy by developing smart account technology and products that make it easy for businesses and individuals to securely manage and own digital assets. https://t.co/jfmf4m587Z 1/ We are excited to announce our $10M Series A led by @ElectricCapital to continue our mission to grow the onchain economy by developing smart account technology and products that make it easy for businesses and individuals to securely manage and own"
X Link 2024-06-10T15:05Z [----] followers, [---] engagements
"India's heartbeat is threefold: religion bollywood and cricket Mumbai people receiving Indian team after winning the Cricket world cup Cricket is truly an emotion in India And our champions deserve all the love 😍🏆 #VictoryParade https://t.co/S4jOULqetG Cricket is truly an emotion in India And our champions deserve all the love 😍🏆 #VictoryParade https://t.co/S4jOULqetG"
X Link 2024-07-04T14:22Z [----] followers, [---] engagements
"so you're telling me CIOs at pension funds will wait for 18-36 months to include Bitcoin in their model portfolios to satisfy their mean variance optimization needs when the US is on the brink of adding Bitcoin to strategic reserve"
X Link 2024-07-27T21:56Z [----] followers, [---] engagements
"my first job out of college was trading LIBOR futures . that job deeply etched in my mind that the interest rates markets are the final boss . I don't know a single financial equation that does not have an interest rate variable in it - either explicitly or implicitly. Days like this only validate that understanding further. A 25bps hike somewhere in the eastern hemisphere roiling global financial markets across all asset classes is something only possible with interest rates. And it's the first time in my entire career that I see global central banks in stark contrast of their rate hike/cut"
X Link 2024-08-05T22:34Z [----] followers, [----] engagements
"why does fed rate cuts not exacerbate the yen carry trade deleveraging"
X Link 2024-08-06T02:43Z [----] followers, [---] engagements
"Eigenlayer is financial engineering. Financial engineering is great for transferring risk from willing seller to willing buyers. BUT The problem with financial engineering is it only works if there is a thriving economy underneath. What I always say is Wall Street exists because Main Street exists not vice versa. The dissonance with people's expectations from Eigenlayer even in the most charitable interpretation are that they think it is the killer primitive that will thrust Ethereum into mainstream adoption or something like that. Whereas in reality it is just another DeFi primitive"
X Link 2024-08-17T22:27Z [----] followers, 37.4K engagements
"DeFi is not a replacement for Wall Street. It is the new mode of finance. Just like cars were a better mode of transport vs horse carriages. Some predictions (20 year horizon: 2045) ---------- 1) DeFi will be bigger than Wall Street. 2) The rest of crypto will be much bigger than DeFi just as the US economy is much bigger than Wall Street. 3) Crypto will create a huge amount of value and capture a very small Some predictions (20 year horizon: 2045) ---------- 1) DeFi will be bigger than Wall Street. 2) The rest of crypto will be much bigger than DeFi just as the US economy is much bigger than"
X Link 2024-08-26T05:33Z [----] followers, [----] engagements
"That's not the argument. The argument is to expect crypto to create this new economy. That is an incorrect expectation. At the very core except non-sovereign SoV blockchains boil down to instant micropayments. Helium did not create the use case of communication. Micropayments enabled Helium. Everything on Helium happens outside of Blockchain except payments. The real work is to a) either find and disrupt sectors of the existing economy where payments are a big blocker or b) or create new things that leverage blockchains for payments (not for anything else) Dunking on DeFi misses the entire"
X Link 2024-08-26T06:07Z [----] followers, [----] engagements
"@0xMert_ Should have been precise: you can only build a decentralized payment system if you can record keep in a decentralized way. That said all use cases with undeniable PMF till date are SoV or payments/DeFi related. https://x.com/kankanivishal/status/1827947326469537852t=KS7Qx_aH3p7Fsl8fMjdq3w&s=19 https://x.com/kankanivishal/status/1827947326469537852t=KS7Qx_aH3p7Fsl8fMjdq3w&s=19"
X Link 2024-08-26T20:53Z [----] followers, [---] engagements
"right. that's why the "boring" side of crypto i.e. instant micropayments is immensely powerful. the next decade is about crypto enabled payments specifically micropayments. check teams like @helium @Hivemapper who are leveraging @solana blockchain to disrupt business models is telecom and mapping. we are only scratching the surface of the global economy that is about to be upended by superior payments technology"
X Link 2024-08-27T22:30Z [----] followers, [---] engagements
"Will be at Breakpoint and excited to meet builders working on: [--]. Blockchain enabled collectible marketplaces (BECMs) [--]. Stablecoin powered Fintech (banking payments trading) [--]. Making Bitcoin more programmable [--]. DePIN x Energy Our team will be in Singapore for Token2049 and Breakpoint DMs open @SpencerApplebau @shayonsengupta @kankanivishal @TusharJain_ @mattshap1 @eliqiann @xethalis Our team will be in Singapore for Token2049 and Breakpoint DMs open @SpencerApplebau @shayonsengupta @kankanivishal @TusharJain_ @mattshap1 @eliqiann @xethalis"
X Link 2024-09-04T18:11Z [----] followers, [----] engagements
"@web4O what pushes them away again"
X Link 2024-09-13T17:57Z [----] followers, [--] engagements
"@0xBalloonLover DeFi is not a use case . DeFi is infra for use cases. Just how Wall Street is a financial infra for the global economy (sum total of use cases)"
X Link 2024-09-22T17:23Z [----] followers, [---] engagements
"@0xBalloonLover Publicly saying ETH is not money would be narrative violation at a scale of saying Bitcoin is not immutable"
X Link 2024-09-22T17:27Z [----] followers, [---] engagements
"this is right. that's why when tech people say some new L1 will overtake Bitcoin as non-sovereign SoV they conflate tech value with money value. yes AAPL can overtake Gold in some wild world scenario but that doesn't make AAPL money it is still an investment. Smart contract platforms are investments. Bitcoin is non sovereign money. Yes agreed. This is because when it comes to tech thesis tech can always be made better. Money thesis though Yes agreed. This is because when it comes to tech thesis tech can always be made better. Money thesis though"
X Link 2024-10-18T04:14Z [----] followers, [----] engagements
"@dwr Helium hivemapper grass Raydium pump Kamino drift and the list goes on. And the subtweeting was more about culture less about tech. Building Culture is a necessity too"
X Link 2024-10-31T19:01Z [----] followers, [---] engagements
"Happy Diwali Wishing everyone a happy and prosperous new year ahead 🎉"
X Link 2024-11-01T20:02Z [----] followers, [---] engagements
"we are witnessing financialization of the "trending now" section"
X Link 2024-11-17T05:27Z [----] followers, [---] engagements
"speak about cognitive dissonance. Bitcoin is coming from the route of leading non-sovereign PoW based money. Solana is coming from the route of PoS relentlessly optimizing for the tech stack without cares for being ultrasound money. I'd say Solana got lucky because it came at a point where it just had to compete on tech. Bitcoin came at a time when it just needed to be money. Ethereum came at an unfortunate time where it was forced to say I am a better money and tech. Everything else is history. imo an important fundamental trend rn is that both Bitcoin and Solana are trying to become more"
X Link 2024-11-26T23:41Z [----] followers, [---] engagements
"will be at India Blockchain Week . looking forward to meeting builders tinkering on stablecoin powered fintechs bitcoin ecosystem collectibles and depin. DMs open"
X Link 2024-12-01T10:14Z [----] followers, [----] engagements
"use christmas to improve your opsec How to store your money onchain. Pro option: - create an account with @SquadsProtocol (open source formally verified immutable available in a couple clicks over at https://t.co/0LGvpDwTwj) - make it 2/3 signers with [--] @Ledger wallets and a hot wallet (e.g. open source https://t.co/XL8igZqPpN How to store your money onchain. Pro option: - create an account with @SquadsProtocol (open source formally verified immutable available in a couple clicks over at https://t.co/0LGvpDwTwj) - make it 2/3 signers with [--] @Ledger wallets and a hot wallet (e.g. open source"
X Link 2024-12-03T19:06Z [----] followers, [---] engagements
"@AakashAtha Yes"
X Link 2024-12-14T19:06Z [----] followers, [--] engagements
"Solana feels like the Bitcoin of fast chains"
X Link 2024-12-21T11:07Z [----] followers, [---] engagements
"what is the internet native Dunbar number"
X Link 2024-12-24T04:07Z [----] followers, [---] engagements
"trump memecoin in the next four years will be a real time assessment of how he is perceived by the market for his work"
X Link 2025-01-18T06:33Z [----] followers, [---] engagements
"maybe this trump launch even breaks the AI agent meta. and starts influential celebrity token meta. all celebrities launch their official memecoins. fans trade them real time. on the basis of the perceived image of the celebrity based on his or her action. akin to social credit scoring. sounds dystopian"
X Link 2025-01-18T07:18Z [----] followers, [---] engagements
"@ujjwalgupta49 someone is probably already building this somewhere this very second"
X Link 2025-01-18T07:23Z [----] followers, [--] engagements
"Thank you for taking the time to review and critique our proposal to make Solanas inflation more programmatic and market-based. I appreciate the thought youve put into your feedback. Let me address your points clearly and directly. Why This Proposal Now Solana has grown into one of the top blockchain ecosystems: [--]. It is the third major chain globally. [--]. It is a top-two smart contract platform. [--]. It leads all chains in economic activity. Given this success its the right time to revisit the original inflation model which was designed with simpler assumptions. Ethereum made a similar move in"
X Link 2025-01-19T03:14Z [----] followers, 35.8K engagements
"And yet: At roughly $150B FDV 4.7% annual inflation is making the Solana network emit $7B of emissions. @TusharJain_ and I believe this is unnecessary spend. Our recent proposal on updating Solana's emissions curve will fix the emissions curve and make it more market based. oh man i ran the numbers & the $ value of SOL staked actually just passed ETH staked https://t.co/7OHEK7LbQL oh man i ran the numbers & the $ value of SOL staked actually just passed ETH staked https://t.co/7OHEK7LbQL"
X Link 2025-01-19T20:09Z [----] followers, [----] engagements
"Thanks for detailing your concerns. The most obvious fix we can do if such a situation ever arises is to floor the inflation to some nominal non-zero number such as say 0.5%. But also in my mind back testing vs [----] data will yield unreliable results and comfort us with false degree of precision because since then crypto has grown exponentially and has escaped into the mainstream. In the next bear I'd expect with a high degree of certainty that even the lowest activity days will still be multiples higher than the 2022/23 lows"
X Link 2025-01-19T20:28Z [----] followers, [--] engagements
"I'm curious to hear what is the concern if inflation drops precipitously and the stake doesn't unstake. That is just proof that the Solana network is overpaying for security. And if you believe there will be a cascade of unstaking when it hits 0% then the mechanism will work exactly the opposite way to aggressively increase the attractiveness of staking. With current activity on the Solana network it feels like the right thing to do to keep the curve aggressive. If our priors are that the stakers will have inertia and not unstake that honestly is a phenomenal outcome for the network. It would"
X Link 2025-01-19T20:32Z [----] followers, [---] engagements
"@jon_charb https://x.com/kankanivishal/status/1881112178142650558 This is the right take. https://x.com/kankanivishal/status/1881112178142650558 This is the right take"
X Link 2025-01-19T23:42Z [----] followers, [---] engagements
"@jon_charb [--]. doesn't change fundamentals [--]. doesn't change fundamentals [--]. doesn;t change fundamentals eventually fundamentals will drive user adoption user adoption will drive value"
X Link 2025-01-20T00:15Z [----] followers, [---] engagements
"It's too early for many people to recognize but ETH lost to BTC the money race the day it moved to PoS (assuming it was ever in the race). Ethereums worst strategic decision was shifting from its competitive advantage of PoW and pivoting to PoS to appease climate changers. It literally had a massive network of miners spending millions of dollars a day securing the network. To abandon that made zero economic sense. Ethereums worst strategic decision was shifting from its competitive advantage of PoW and pivoting to PoS to appease climate changers. It literally had a massive network of miners"
X Link 2025-01-21T19:51Z [----] followers, [---] engagements
"Said alternatively BTC became the only sound money game in town by miles the day ETH moved to PoS"
X Link 2025-01-21T19:52Z [----] followers, [---] engagements
"For this exact reason I expect publicly traded equities to be the last asset class to come onchain. That said there are totally broken assets classes that trade billions a year. We can 100x the experience for these market participants by tokenization. Collectibles are one such asset class: Watches Whisky Luxury handbags and more trade billions every year in an opaque market rampant with fraud. That is the basis of my presentation at Multicoin Summit last year. Blockchain Enabled Collectibles Marketplaces. Link below. I grab my phone open my investing app pull up $IVV click "buy" and in about"
X Link 2025-01-24T17:18Z [----] followers, [---] engagements
"what if the right configuration for people trading memecoins is: AI is the issuer: track news in real time and has a model that's trained to launch interesting assets Users: Humans for entertainment speculate on these coz they care (in theory AI doesn't care about news)"
X Link 2025-01-27T03:39Z [----] followers, [---] engagements
"what's your best podcast of [----] hopping on a long flight"
X Link 2025-02-01T19:26Z [----] followers, [---] engagements
"BTC seems ready to break away from its historical past of being correlated with equities. Not financial advice"
X Link 2025-02-02T02:16Z [----] followers, [---] engagements
"Ethereum is not the right comparison because it lost the battle to become sound money. And is losing the battle of becoming a tech that end users want. If you win SoV you can move to become a tech that can pay enough for your security budget and if you become a good tech then maybe you can move to become a medium of exchange. That's the problem with the analogy here"
X Link 2025-02-02T22:33Z [----] followers, [---] engagements
"@NTmoney A founder taking part of the raise and putting it in a volatile asset is them acting like a hedge fund with that part of their raise and is irresponsible. They should rather raise less"
X Link 2025-02-07T02:59Z [----] followers, [---] engagements
"SIMD-0228 claims it is. With about 65% of Solana's tokens staked adding more doesn't significantly boost security. Yet Solana's system for releasing new tokens doesn't reflect thisits fixed rate was set for simplicity back in [----] inspired by Cosmos. Times have changed though. Solana now sees more activity than many other major blockchains and the share of alternative revenue sources like REV is on the rise. Currently Solana releases about 4.5% new tokens yearly reducing by 15% each year. For comparison Ethereum with less than 30% staked emits under 1%. High emissions from Solana not only"
X Link 2025-02-25T17:42Z [----] followers, 98.8K engagements
"SIMD-0228 contrary to what most believe can bolster a thriving validator set over the long term for several key reasons: . : SIMD-0228 encourages lower staking yields prompting stakeholders to explore DeFi for higher returns. This shift is expected to boost economic activity on Solana thereby increasing block rewards and attracting more validators. . : The reduction in staking yield reduces the overhang of unnecessary supply making the blockchain more appealing to new capital investments through spot markets or ETFs. This influx of capital is likely to draw more developers leading to the"
X Link 2025-02-27T22:45Z [----] followers, [---] engagements
"There were no institutions falling head over heels on any crypto asset until last year. And even then they have only fallen head over heels on BTC alone. ATOMs forever problem has been value capture. That is why it couldnt even win with crypto native investors. Equating an inflation curve with ATOMs demise is a wrong conclusion to draw"
X Link 2025-03-01T02:17Z [----] followers, [---] engagements
"@maxekaplan to help you with points [---] on SIMD-0228 https://x.com/kankanivishal/status/1895670850788925741 Question: Why is simple considered dumb. And dynamic considered smart Response: Current emissions curve is dumb because it contains zero notion of network security or economic activity. Immutable emissions are a hallmark for digital gold use case but a liability for a tech https://x.com/kankanivishal/status/1895670850788925741 Question: Why is simple considered dumb. And dynamic considered smart Response: Current emissions curve is dumb because it contains zero notion of network"
X Link 2025-03-01T03:45Z [----] followers, [---] engagements
"@BrandonTucker @TusharJain_ unnecessary inflation is a drag on the Solana economy that SIMD-0228 aims to fix"
X Link 2025-03-01T03:53Z [----] followers, [--] engagements
"@BrandonTucker @TusharJain_ [--]. lower staking yields will force people to look for higher yields [--]. there is unnecessary extra inflation today. simd-0228 trims it"
X Link 2025-03-01T04:07Z [----] followers, [--] engagements
"there are a couple ways to think here: [--]. collect evidence from defi founders by directly talking to them / tagging here and asking their opinion of SIMD-0228 on DeFi activity [--]. we need to accept the finite nature of capital. choosing to do a specific action == choosing to NOT do all other potential actions choosing to stake == choosing to NOT participate in DeFi (LSTs are not liquid enough to scale today) now retail doesn't need to know the intricacies of using DeFi protocols. these things are being abstracted away from the user by apps like @fusewallet for example"
X Link 2025-03-01T04:15Z [----] followers, [--] engagements
"SIMD-0096 increased already high Solana emissions to even higher. SIMD-0228 fixes it. SOL inflation surged 30% after the launch of SIMD [--]. Annual inflation jumped from 3.6% to 4.7% as network fees now fully reward validators instead of being split. Daily SOL burns dropped from 17.7K to 1K while 77K SOL is issued daily. The community is eyeing SIMD [---] to https://t.co/vyqOPOVMpa SOL inflation surged 30% after the launch of SIMD [--]. Annual inflation jumped from 3.6% to 4.7% as network fees now fully reward validators instead of being split. Daily SOL burns dropped from 17.7K to 1K while 77K"
X Link 2025-03-01T04:46Z [----] followers, [---] engagements
"This is an extremely under-discussed feature of SIMD-0228. It also accounts for risks in the years to come when current curve's emissions might not be enough if staking participation rate continues to drift lower. thanks to @brianlong for his feedback on this. When considering SIMD-0228 we must also consider the passage of time. If the vote succeeds the feature might land in Solana v2.3. We're currently on v2.1. I honestly don't know if/when the feature will be active on v2.3 but we can say with certainty that the current emissions https://t.co/AmKYKOrnnT When considering SIMD-0228 we must"
X Link 2025-03-01T05:07Z [----] followers, [----] engagements
"@def_not_zed @dubbel06 @7LayerMagik @brian_smith_0 @_austbot getting easy high emissions with minimal risk reduce the proclivity of users to engage with DeFi"
X Link 2025-03-01T06:23Z [----] followers, [--] engagements
"@def_not_zed @dubbel06 @7LayerMagik @brian_smith_0 @_austbot we have good DeFi products. We have DePIN. We have memecoins. Arguably we have better products than ETH and more quality assets. Low emissions force people to rethink their strategy. That's all what SIMD-0228 claims"
X Link 2025-03-01T06:46Z [----] followers, [---] engagements
"It's a fact that there were no tradfi institutions at scale when ATOM was popular The yield you are referring to is economic yield not stock split style yield. Example: Coca-Cola stock delivering dividends every year from business activity every year is more loved than a stock splitting 10% every year with no economics (which is similar in spirit to staking). Wall Street is smart in understanding where the yield comes from"
X Link 2025-03-01T12:43Z [----] followers, [---] engagements
"We stake our SOL and we also will earn less via staking after SIMD-0228 in the short term. Fixing inflation is the right thing to so. Stimulates economy. Increases REV. Strengthens developer ecosystem. Leads to more apps. More REV. More healthy validators. This is good for Solana long term"
X Link 2025-03-01T21:14Z [----] followers, [--] engagements
"Succinct response to SIMD-0228 criticisms. Please read. @David_Grid @solana @kankanivishal @multicoincap @MaxResnick1 Let me address each of your claims: [--]. Our original claim was that high staking yield raises the hurdle rate for DeFi activity. This is just like how raising the fed funds rate is restrictive to commercial lending activity because of the higher hurdle rate. Higher staking yields @David_Grid @solana @kankanivishal @multicoincap @MaxResnick1 Let me address each of your claims: [--]. Our original claim was that high staking yield raises the hurdle rate for DeFi activity. This is"
X Link 2025-03-01T21:14Z [----] followers, [---] engagements
"SIMD-0228. All you need to believe to vote yes is the following: Solana inflation was high SIMD-0096 worsened it high inflation is a problem. _____ SIMD-0228 is strictly designed to ensure network security in mind. 1) If most people claim that SIMD-0228 will not push people out of staking to DeFi -- great we proved that we are overpaying for security. 2) If some people think we will see massive unstaking then a) if it goes to DeFi it increases REV. Great We boosted REV. That's the whole point of blockchains - economy on top of it not some circular staking games. b) if it leaves Solana (I"
X Link 2025-03-01T21:26Z [----] followers, 39.6K engagements
"@aeyakovenko there is a meme coin lol"
X Link 2025-03-01T23:49Z [----] followers, [---] engagements
"@barrett_io we are talking about 1% stake moving to DeFi. It is a very strong statement to make that even 1% will not move to DeFi - I see no evidence of that"
X Link 2025-03-02T04:46Z [----] followers, [---] engagements
"SIMD-0228 Solana is for the VOLUME. For the 6th straight month SOL had MOST VOLUME across ALL Chains. There is No Second Best. #SOLANA ⚡ https://t.co/BwEmM5lifo Solana is for the VOLUME. For the 6th straight month SOL had MOST VOLUME across ALL Chains. There is No Second Best. #SOLANA ⚡ https://t.co/BwEmM5lifo"
X Link 2025-03-02T16:49Z [----] followers, [----] engagements
"Think long term. support SIMD-0228. https://t.co/4hr5DwNmYF https://t.co/4hr5DwNmYF"
X Link 2025-03-02T22:05Z [----] followers, [----] engagements
"Thoughts on SIMD-0228 from a highly respected Solana validator. Read every word. SIMD-0228 is good for Solana long term"
X Link 2025-03-03T23:49Z [----] followers, 29.1K engagements
"@aeyakovenko simplicity of implementation and actually getting it done was another critical design choice in SIMD-0228"
X Link 2025-03-04T03:42Z [----] followers, [---] engagements
"In the short term it compresses the margins. The question is how much contraction do you see in the validator set. You make it sound like a lot. Many of your peer validators make it sound a lot less. Furthermore there is a SIMD in works to reduce voting costs which makes this whole point moot. There are no nefarious intentions to centralize Solana validator network. Fixing inflation is the right thing to do and ultimately will help with more REV the only true metric of success of a smart contract platform"
X Link 2025-03-06T03:49Z [----] followers, [--] engagements
"Numbers have been provided ample amount of times on X and Discord. Only numbers we can state with confidence are below: a) SOL emissions rate is 6x more that of Ethereum without considering ETH burn b) SOL emissions rate is 7x more that of ETH net of burn c) SOL staking rate is 2.2x that of ETH d) Post SIMD-0228 we approach the same staking yields as now at a staking participation rate of 42% still 1.5x higher than % ETH staked e) Post SIMD-0228 below 33% stake rate emissions from the new curve will be higher than the current curve to keep the network secure. 33% stake rate is still 1.2x than"
X Link 2025-03-06T03:57Z [----] followers, [--] engagements
"Blockchains are financial technology. [--]. IBRL is the technology side. [--]. Fixing asset economics is the finance side. Both are important over the long term. On comparison with Ethereum: ETH is lagging today because of inferior tech not because of emissions curve. Nobody is saying we do not use ETH because it has bad monetary policy (it is bad ONLY if you wanna be bitcoin). Is SIMD-0228 trying to make SOL money No. It is purely aligning the emissions with market needs. Not once has the SIMD or the governance proposal said that we want to make SOL ultrasound money"
X Link 2025-03-06T20:32Z [----] followers, [---] engagements
"@solanabeach_io The fact that opponents are actively abstaining from voting to prevent quorum is revealing. They believe allowing a quorum will lead to a loss as the majority of the stake supports SIMD-0228. Would you consider these actors self-interested or supporters of the Solana network"
X Link 2025-03-11T07:52Z [----] followers, [----] engagements
"what's the best against argument here https://t.co/1TQ4KOXqzf https://t.co/1TQ4KOXqzf"
X Link 2025-03-18T19:16Z [----] followers, [---] engagements
"I'm genuinely confused. Just when I was starting to think that Ethereum had picked a side it dropped this. My biggest concern is that I don't think the ETH community truly appreciates what it takes to be non-sovereign money. Ultrasound ain't it. PoS ain't it. Unreliable emissions schedule ain't it. Scale the L1 ain't it. And if it wants to be sovereign money it's not a game up for grabs. Stablecoins will win that. I'd rather them say: "Ethereum is ready to fix the tech." Ethereum is for fixing the money. Ethereum is for fixing the money"
X Link 2025-04-15T04:17Z [----] followers, 20K engagements
"@cburniske Zoom out"
X Link 2025-04-24T04:12Z [----] followers, [---] engagements
"I dont care if something flips BTC. But theres a lot wrong here: [--]. Whats the TAM for global non-sovereign SoV (unproductive assets) [--]. Whats the market cap of the top [--] global companies Microsoft Apple Amazon Google Nvidia Saudi Aramco Berkshire Broadcom Tesla. Hint: still less than gold (an almost inert element. That matters.) [--]. All tech no matter how advanced gets replaced. Cars planes phones comms biotechnology space tech robotics etc. - none are the same as [---] years ago. Ledger tech went electronic only [--] years ago. But SoV assets last millennia. Why Precisely because they dont"
X Link 2025-05-10T20:23Z [----] followers, [----] engagements
"Let's assume [--] years out Bitcoin is at the center of global payments . Why would that happen And how"
X Link 2025-05-23T14:38Z [----] followers, [---] engagements
"tfw you appreciate that even an og memecoin is more inflation and censorship resistant than fiat :)"
X Link 2025-06-01T22:26Z [----] followers, [---] engagements
"which company in crypto / fintech makes better ads than coinbase"
X Link 2025-06-24T20:06Z [----] followers, [---] engagements
"We are in the most boring and me too phase of crypto. We are in the putting New York Times online phase of crypto. This might sound contrarian but putting stocks onchain is an obvious step that doesnt have any margins. The most exciting and truly disruptive phase of crypto will start once crypto twitter moves past the stage of seeking validation from big name incumbents. That magical phase of crypto would combine truly internet native assets (not RWAs) permissionless creation of such assets by anyone and p2p electronic exchange of payments. No off-ramps required"
X Link 2025-07-06T04:33Z [----] followers, [----] engagements
"exchange balances: near all time lows daily etf flows: in ten figures short liquidation wicks: getting nastier is this sell-side liquidity crisis in motion $1.3 BILLION IN SHORTS were liquidated in less than [--] seconds. Bitcoin skipped straight past $120k and went directly to $121k. At $2.39 trillion Bitcoin is now officially larger than Amazon and is the world's 5th largest asset. Remember this day. https://t.co/CuZ9wQI32v $1.3 BILLION IN SHORTS were liquidated in less than [--] seconds. Bitcoin skipped straight past $120k and went directly to $121k. At $2.39 trillion Bitcoin is now officially"
X Link 2025-07-14T05:23Z [----] followers, [---] engagements
"One thing will be clear to everyone in crypto in 6-18 months. [--]. Financial engineering is useful when done right [--]. Financial engineering almost always is abused [--]. The entire business model of Wall Street is to collect fees for facilitating risk transfer between two willing counterparties [--]. The only religion of Wall Street is to collect fees [--]. All the criticisms of the crypto industry apply to Wall Street because this time the bubble will be created by Wall Street [--]. This is the only way because crypto rails are the future of Wall Street The end"
X Link 2025-07-18T04:03Z [----] followers, [---] engagements
"allowing direct deposit of USDC from phantom wallet would avoid unnecessary tax issues"
X Link 2025-07-19T00:54Z [----] followers, [----] engagements
"who would have thought that the reincarnation of constitutiondao would look like pumpdotfun"
X Link 2025-07-21T18:57Z [----] followers, [---] engagements
"There are two types of assets: [--]. DCF assets: valued by cash flows. [--]. Attention assets: valued by mindshare. For a decade financial markets have struggled to separate the two. Gamestop was the turning point. Challenge for Institutional Investors: [--]. Institutional investors still dont have a model for attention flows. And without a model they cant justify buying these assets because it looks too much like gambling to their LPs. [--]. Worse theyre not even trying to find 100x outcomes. Their mandate is to track benchmarks not chase memes. Advantages for retail: [--]. No LPs. No mandates. [--]. They"
X Link 2025-07-22T19:44Z [----] followers, 23.4K engagements
"Solana : Bitcoin :: Pudgies : Cryptopunks Yes No Yes No"
X Link 2025-07-22T20:02Z [----] followers, [----] engagements
"@CatfishFishy Thats $25T ++ luxury collectibles large cap memecoins high end NFTs. SPX500 has barely outperformed gold inclusive of dividends in the last several years let alone other high growth assets named in the list"
X Link 2025-07-25T01:47Z [----] followers, [---] engagements
"@CatfishFishy depends on your starting point. they started from $0 [--] or so years back. So yes their % is growing steadily vs equities"
X Link 2025-07-25T01:57Z [----] followers, [--] engagements
"http://x.com/i/article/1948967621493219328 http://x.com/i/article/1948967621493219328"
X Link 2025-07-26T05:05Z [----] followers, [----] engagements
"Published an article on why optimizing for tokenized equities is looking backwards whereas optimizing for User Generated Assets (UGAs) is looking forward. https://x.com/kankanivishal/status/1948973027904917981 https://t.co/WlFkAmx9Wc https://x.com/kankanivishal/status/1948973027904917981 https://t.co/WlFkAmx9Wc"
X Link 2025-07-26T05:13Z [----] followers, [---] engagements
"Understanding Capital Flows 1: Theres only one chain thats faced a true chaotic unfiltered stress test so far the Trump Coin saga. Now imagine the entire EVM ecosystem about to face something similar only bigger. A flood of memecoins degens retail frenzies all hitting within months. How does it hold up Im genuinely curious. No need to buy any narratives. The numbers will speak for itself. And if it doesnt come out on top how fast do narratives shift How quickly does capital rotate Exciting times ahead"
X Link 2025-07-28T02:12Z [----] followers, [---] engagements
"DATs are friendly wrappers for tradfi money to trade altcoins"
X Link 2025-07-29T21:02Z [----] followers, [---] engagements
"@karsenthil @natbrunell Question of when you start the clock"
X Link 2025-07-29T21:26Z [----] followers, [--] engagements
"@karsenthil @natbrunell And also you cant compare the risk profile of the two if your thesis is categorically different"
X Link 2025-07-29T21:26Z [----] followers, [--] engagements
"This chart isnt cited a lot just yet source @coingecko"
X Link 2025-07-30T05:08Z [----] followers, [---] engagements
"This is the best speech I've read from a crypto regulator ever. Rooted in American Spirit. Reminds me of the quote where it says you can count on America to do the right thing eventually -- after it has tried all the wrong things. https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125 https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125"
X Link 2025-08-01T14:54Z [----] followers, [---] engagements
"equity trading fees went to zero only very recently after decades of electronic trading. who is gonna be the robinhood to compress crypto trading margins to zero also I believe people who pay such fees arent trading on coinbase because of more assets. its convenience and familiarity because probably they got their start at coinbase. after all xrpusd did make all time highs. theoretically you are correct that spreads will compress. as a matter of business whats more important to know is how fast. I dont see anyone pushing the agenda like Robinhood did for stock trading"
X Link 2025-08-02T01:18Z [----] followers, [----] engagements
"A novel finance x entertainment venue will have embedded support for User Generated Assets (UGAs). Today a launchpad hosts a memecoin. Tomorrow that same token could be a fully executable game. Bring your own game. Let others pay to play. UGAs turn tokens into toys"
X Link 2025-08-05T04:16Z [----] followers, [---] engagements
"reasons to hate $COIN - terrible terrible support - terrible product - lots of competition - unfocused L2 strategy - betting farm on EVM - extractive behavior (who charges fees for stablecoin conversions in an updated financial system who takes enormous rake on staking yields) reasons to like $COIN - institutional trust - retail trust - regulatory advantage - crypto native DNA of founder (yes they will have to revisit their Base strategy at some point) - incredible marketing victory is not given and there are real risks their extractive behavior can undo the trust and goodwill in them not"
X Link 2025-08-08T03:25Z [----] followers, [---] engagements
"some day very soon you wont hear of crypto cycles instead youd hear about normal financial cycles because entire economy will be running onchain and onchain economy will be the financial economy"
X Link 2025-08-10T05:05Z [----] followers, [---] engagements
"ETHs Rally Is a Flow Cycle Story Not a Fundamentals Story Yet Flows chase stories early but settle on substance over time. In [----] retail capital rushed into Bitcoin then Ethereum then altcoinsnarrative after narrativeuntil we exhausted the retail capital. Only Bitcoins fundamentals held up. Now institutions are entering. Like retail in [----] theyve spent the first year sticking to Bitcoin for its clear value propositionWall Streets store-of-value bet. With GENIUS behind us career risk has flipped. Institutions are piling into the smart contract platform trade where utilitynot the SoV"
X Link 2025-08-12T01:07Z [----] followers, [---] engagements
"@jon_charb why do these chains need to be decentralized or have any PoA style consensus"
X Link 2025-08-12T21:04Z [----] followers, [---] engagements
"@jon_charb - how - base is non-custodial - base if centralized actor fine long term why bother short term"
X Link 2025-08-13T00:26Z [----] followers, [---] engagements
"you are the company you keep: squads x coinbase x usdc Were excited to announce a strategic partnership with @Coinbase. Together well accelerate USDC adoption and advance our shared mission of stablecoin-powered finance. Over $1 billion in USDC lives on Squads today and the stablecoin era is just getting started. https://t.co/4uIusFVw2l Were excited to announce a strategic partnership with @Coinbase. Together well accelerate USDC adoption and advance our shared mission of stablecoin-powered finance. Over $1 billion in USDC lives on Squads today and the stablecoin era is just getting started."
X Link 2025-08-13T16:25Z [----] followers, [---] engagements
"indexing on crypto twitter for where we are in the cycle will lead to false precision the real sentiment discovery is probably happening on [--]. reddit (normie retail) [--]. linkedin (institutions)"
X Link 2025-08-14T15:43Z [----] followers, [---] engagements
"@jon_charb pushback: can't compare the p/e of a startup in a competitive field with a mature set of companies in-support: you can argue this number should be even higher given the projected future growth if successful reality: somewhere in between"
X Link 2025-08-14T20:03Z [----] followers, [---] engagements
"the year is [----]. some things truly never change. prediction markets on how many times coinbase will go down in [----] would be so hit"
X Link 2025-08-20T03:33Z [----] followers, 13.7K engagements
"User Generated Assets (UGAs) Not Tokenized Equities or Payments Will Crown the Next Trillion-Dollar Chain Most people dismiss attention assets as distractions. I disagree. In hindsight well view them as the earliest indicators of PMF. UGAs are a leading signal of which blockchain is best positioned to capture trillions in long-term value. To understand why we can break blockchain use cases into two core categories: [--]. Payments Payments are often cited as a core use case for blockchains. But payments do not compete for shared state. They are not time-sensitive at milliseconds level which"
X Link 2025-09-04T22:01Z [----] followers, [----] engagements
"@web4O Those are subset use cases of UGAs. May or may not work. But things like user generated prediction markets should be a thing for example. I think the design space is expansive"
X Link 2025-09-04T22:42Z [----] followers, [--] engagements
"For Stripe it makes sense to eliminate the leak in the payment supply chain to middlemen. That in itself is enough for them to add [--] figures to their bottom line. But to extrapolate from there to compete with Ethereum or Solana as a permissionless substrate is still beyond me given it will have to move the slowest because of compliance obligations of the validator set and be the least open to entrepreneurs. And what is totally beyond me is people thinking this is good for ETH the asset"
X Link 2025-09-05T02:20Z [----] followers, [---] engagements
"A payments chain helps a payments company with distribution eliminate value leakage in the supply chain. Maybe even helps the payments company to bank the merchants. Thats useful. But expecting a corporate heavy permissioned payments chain to power open permissionless finance is not a realistic position today"
X Link 2025-09-05T02:38Z [----] followers, [---] engagements
"Dont ask me why but this shocked me: I grew up thinking energy conservation was the ultimate law of physics. But in relativity it fails globallythe universe doesnt even have a single energy balance sheet. As space expands light stretches and fades with no global sink to track the loss. Energy isnt literally destroyedits that general relativity doesnt require a global total at all. The result is the same: energy spreads thinner and the universe becomes colder leading to heat death"
X Link 2025-09-05T04:08Z [----] followers, [---] engagements
"prediction markets are an evolution of NFT marketplaces"
X Link 2025-10-02T17:59Z [----] followers, [---] engagements
"@QwQiao the good old risk parity"
X Link 2025-10-03T17:56Z [----] followers, [---] engagements
"stop checking your charts in fiat"
X Link 2025-10-08T16:57Z [----] followers, [---] engagements
"@BenKizemchuk if market is the taker of capital of last resort via 4Fs (passive fiscal fiat) then why not"
X Link 2025-10-13T16:56Z [----] followers, [--] engagements
"one good thing about this historic gold rally is that the west now understands why gold has value and by extension why btc has value"
X Link 2025-10-14T03:28Z [----] followers, [---] engagements
"one of my favorite quotes on gold goes something like this: gold is not valuable because people make jewelery out of it but people make jewelry out of gold because it is valuable from the book Debt: The First [----] years"
X Link 2025-10-14T03:48Z [----] followers, [---] engagements
"to scale private bitcoin you need to accept anarchy as the logical endpoint transparent bitcoin can still scale as a counterbalance against money printer go brrr. without needing anarchy Idk how you scale private bitcoin without anarchy"
X Link 2025-10-14T20:49Z [----] followers, [---] engagements
"@kellyjgreer @Melt_Dem Im surprised there was no memecoin created / took-off with that ticker"
X Link 2025-10-15T01:43Z [----] followers, [---] engagements
"the real question you should be asking is what are [----] devs doing on bitcoin 1/ New data confirms: @Ethereum is the #1 ecosystem for new developers in [----]. https://t.co/ZThdbGDf0X 1/ New data confirms: @Ethereum is the #1 ecosystem for new developers in [----]. https://t.co/ZThdbGDf0X"
X Link 2025-10-16T17:14Z [----] followers, [---] engagements
"USD has the benefit of reserve currency Countries wanting to decouple from US do not have strong currencies to compete as an alternate reserve currency So they have to agree on something strong and neutral that still gives said countries the ability to freeze seize and sanction tokenized gold as opposed to bitcoin achieves both bitcoin has strong property rights tokenized gold doesnt in due time"
X Link 2025-10-17T03:22Z [----] followers, [---] engagements
"@accel_capital @1kxnetwork Congratulations 👌"
X Link 2021-09-30T23:08Z [----] followers, [--] engagements
"You'll do yourself a favor by not copy pasting previous cycles and predicting what comes next. The game has fundamentally changed - there are new players new chains new sectors. Look forward not back"
X Link 2024-03-19T20:55Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing