GM ＞|＜
@0xsudogm
Followers
16K
Following
16K
Media
519
Statuses
2K
investing @dragonfly_xyz //https://t.co/933lWnjuvR //Ex: Engineer @chainlink
Joined September 2017
the 3 best businesses in crypto are:. - exchanges.- blockchains.- stablecoins. mastering one is rare enough. if you find something that nails two, hold tight and never let go.
104
55
933
this crypto founder finally hit PMF—with his third attempt. first, he tried an NFT. Flopped.then, a DeFi protocol. Tanked.finally, a memecoin. at the age of 78. what’s your excuse?.
36
83
882
the best crypto founders don’t see TGE as a payday, but the exact opposite - a debt, backed by their reputation. for them, they measure success in delivering their vision, doing right, building relentlessly, and proving—above all—to themselves that they were worthy of the trust.
74
97
772
TIL I need at least $125m to become a validator on SUI. heading back to the trenches guys
46
14
364
I was the first investor in Kaito in 2022. watching it grow from an under-the-radar research product to one of the fastest growing business in crypto and now leading the way in InfoFi with $KAITO has been nothing short of incredible. did not hesitate to write the lead check 3.
$KAITO officially live -. happy to see people receiving theirs, regardless of if they sell, buy more, hold or stake. the good thing about airdrops is they can be both rewards and ways to align further with projects. it's only day 1 of $KAITO, but year 3 for Kaito - we will.
46
7
287
hot take (?). I don’t think founders who haven’t traded in the trenches before can make it in crypto.
37
19
271
dear crypto founders, if this is happening to your team, you’ve clearly over-hired and going to lose so much business. top protocols win because someone white-gloved the best founders into their ecosystem. you don’t need to hire more, you just need clearly defined project leads
24
7
236
are you getting it yet?
42
8
209
the key takeaway from HYPE ENA for founders:. crypto markets consistently rewards those who democratize access to opportunities once reserved for the privileged players.
7
14
197
ideas in crypto I'm actively working - and excited to go deeper - with founders on:. - infra pushing crypto's performance limits.- equities onchain (perps eventually).- trading mindshare.- agents closing the reliability gap.- networks rewarding diverse human input to advance AI.
32
5
198
if I can go from 3.6K to 10K in 3 days. so can ETH. don't ever kill yourself
16
0
192
I’m a crypto VC/investor, but I started as a builder/engineer—first at a high-perf EVM L1, then chainlink. as much as I love the art and science of investing, and it’s hard af to truly master it, building is 100x harder. my deepest respect to all builders pushing crypto forward.
14
8
168
name one crypto founder who can list 1,000 community members and their contributions. I’ll wait.
71
5
154
Denver scratch pad—raw notes dump:.- demand for performant blockspace is elastic, scaling is CT's most-hated yet never-ending theme. excited for upcoming EVM launches.- beyond raw performance, another vector is functionally differentiated blockspace. directions include native.
21
11
149
honestly not enough crypto native founders are prepared for this. watching vlad’s recent interviews makes me think it will happen sooner than we expect.
Really starting to feel like you guys wrote a bunch of open source code for the last 10 years and Robinhood is about to come in and make all the money off of it.
6
5
151
"what could hyperliquid have done better?". all in all HL executed flawlessly. if BTC spot deposits had gone live earlier--say in Sep--while BTC ran from 53k to 108k, growth could have 4x'd and HYPE might have dethroned BNB. one can only dream. an incredible play, kudos.
19
2
148
hot take. the adin ross x probablynothing stream had more thought provoking discussions than 80% of investment committees
28
8
144
luck: happen to be at home when trump dropped the tweet. skill: years of practice in the trenches, able to diligence complex details in minutes, arrive at a confident conclusion, and leverage trusted network built over years to validate and size. luck shows up for the prepared.
being right with no size is the same as being wrong.
12
10
141
the reason gaming haven't worked in crypto is that nobody has created a more engaging game than token investing and trading itself. yet.
26
3
140
I didn’t fully appreciate this before, but the luxury to invest in a long time horizon is a real edge. “gotta make it this cycle’ forces one into decisions that are shaped by constraints, not conviction. A long horizon gives a unique lens for value where the urgency blinds others.
8
6
132
many founders say PMF is "you know it when you see it"—but that’s vague and uninformative for first timers. real PMF is when demand pulls the product harder than the company pushes. customers chase you because they need it. these are observable behaviors one simply cannot fake.
15
6
136
the way an asset holds up in a bloodbath tells you everything you need to know.
35
12
128
we saw this countless times in crypto. no matter how much artificial friction one tries to introduce, the downside is capped at 1x. but holding an asset that has trust, utility and value capture can have unlimited upside. incentives should amplify the asymmetry, not fight it.
disincentivizing selling never worked. study incentivizing holding instead.
28
19
117
HLP holders getting a piece of DPRK's trading losses is actually wild.
6
4
117
the most valuable skill in crypto isn't spotting trends, but the ability to distill information, think independently and act on your own terms. it's the only way to stay ahead in a chaotic space with endless conflicting narratives and drama.
15
12
118
ICYMI what’s happening in the trenches. hyperliquid has cultivated a die hard community that would short assets they deem overvalued with haste and accumulate HYPE. we might be witnessing crypto’s own community-driven citron research forming.
15
8
114
the world isn’t short on smart people, yet great founders are rare. They’re driven by a relentless desire for purpose, and a deep fear of mediocrity and irrelevance that you simply can’t fake. “why are they doing this” is perhaps the most important question to ask when investing.
12
2
113
founders should invest in identifying who your long-term community is, and reward them generously. they'll reward you handsomely in return.
10
11
105
during times of mass value extraction and destruction, the only way to stay resolute is to believe in something. one can believe in the tech; or choose to believe in the people -find your community who can instill confidence and optimism in you. long live crypto.
18
6
106
what if I told you the biggest leveling-the-playing field-opportunity after ENA and HYPE is coming?.
the key takeaway from HYPE ENA for founders:. crypto markets consistently rewards those who democratize access to opportunities once reserved for the privileged players.
24
3
105
one of the biggest mistakes is letting a winning trade trick you into thinking it’s a solid investment.
14
6
104
Two founders. Two industries. One rare breed. DeepSeek and Hyperliquid are two companies that have taken the AI and crypto worlds by storm respectively. What’s less known is that their founders share strikingly similar backstories. DeepSeek: released model v3 -- on-par with.
lesser known facts about DeepSeek:. - team came from High-Flyer, top quant funds in the country.- the only non-big-tech with 10k+ A100s .- v2 was the first to start a pricing war. there’s a striking similarity:.Wenfeng Liang: High-Flyer→DeepSeek.Jeff: Chameleon→Hyperliquid.
8
10
100
friendly reminder that the best businesses in crypto literally print on days like this.
the 3 best businesses in crypto are:. - exchanges.- blockchains.- stablecoins. mastering one is rare enough. if you find something that nails two, hold tight and never let go.
6
7
95
if you believe crypto is a multi decade mega trend then nothing is worth trading your reputation for.
16
7
92
The counterintuitive thing about investing is that reward and work are not linear. oftentimes you'd be better off just logging off and doing nothing. take some time off, 2025 is gonna be a crazy year.
10
8
89
the biggest luxury as an investor is seeing the future through a founder’s unique lens before the world catches up.
6
5
91
i know it feels surreal, but this is the moment . after years on-chain, using wallets, getting burned, coming back, learning the lessons, you now have a significant edge over everyone not in crypto. it's the crypto taking over the world moment, act decisively, just don't hesitate.
5
16
90
A group of extremely intelligent people I have known for more than ten years, who I consider trustworthy, is convinced the @_kaitoai ecosystem will shortly experience an economic boom. I don't know anything concrete, but if I were underexposed, I would be concerned.
18
10
81
I first got into crypto in 2016, totally by accident. I've learnt a lot and make many mistakes over the past 8 years. I'm by no means a guru or anything, but I've also seen 2 cycles and on my 3rd now. perhaps I'll start writing about all my learnings, hope that helps someone.
4
0
86
if you build it, they might not come. if you don’t build it, they can’t come.
18
8
85
most people don’t have strong enough mental frameworks when making investment decisions. putting it in writing works like wonders. revisit frequently and see if your thesis has been invalidated.
9
6
82
a new wave of founders inspired by Hyperliquid’s success are building their own empires — incredible for crypto. if you already have the financial, eng and gtm resources, be like Jefe and shoot for the stars. if you need ppl to support you financially or otherwise, DM, let’s talk.
8
9
80
as an introvert, talking to smart founders first thing in the morning actually helps a lot—it kind of boots my verbal expressivity. downside tho is if the convo flops, then i'm back to chatting in memes and lowercase texts for the rest of the day.
12
0
83
friendly reminder that the past three months in crypto have made one thing unmistakably clear:. projects can now create tens of billions in value entirely on DEXs. you want to be on the right side of history.
3
1
81
really interesting that when ppl see things they don’t yet understand the initial reaction is to compare to previous bubbles or scams. - NVDA: Cisco 2.0?.- ENA: Luna 2.0, Guy is Madoff?.- HYPE: FTX 2.0, Jefe = SBF?. caution is wise, but reflexive skepticism blinds us to nuances.
8
9
78
the Verifiable Internet was crypto's original vision, and its most daring frontier. Nexus is building the supercomputer for all, not just the few. save the date, join the journey, Christmas is coming early.
We are building a supercomputer for everyone – and we need your help!. On Monday, December 9, at 9:00 am Pacific, we’ll be launching a new Nexus network testnet. The goal is to make it possible to reduce the time and resources needed to enable the Verifiable Internet. Watch our
0
7
71
if you are young and just starting out in crypto. your first and perhaps greatest asset is gonna be people's trust. earn it, build on it, and don't ever lose it.
1
7
77
founders worth backing in a hot sector falls into 2 categories:.- those working on it before the hype.- those who pivoted with conviction, leveraging deep, adjacent insight. the worst is the lack of throughline and consistency in the founder journey.
6
1
78
The struggle is real for a chronic travel plan procrastinator. Send halp plz
15
4
75
whenever I feel even a hint of bearishness on crypto, I open my TG chats, think about the 5 most brilliant founders and amazing ideas I’m working on this week, and realize — . damn it’s impossible to be bearish crypto.
13
1
75
the highest ROI thing you can do rn is to stay focused. dive deep into the sector you find the most exciting, become the expert that no one else can. that's how you build conviction.
6
3
75
steady lads, use the CLI to contribute in the meantime: . turns out legacy email tech is supercomputers' kryptonite. appreciate the overwhelming interest, hotfix incoming in ~9 hrs.
Supercomputer email engines are overflown with prover activity. Hotfix incoming. ETA 10:00 am PST.
14
6
65
there were investors sharp enough to see this in 2017. whoever recognizes the AI equivalent today is gonna dominate for the next generations to come.
the 3 best businesses in crypto are:. - exchanges.- blockchains.- stablecoins. mastering one is rare enough. if you find something that nails two, hold tight and never let go.
6
2
75
it’s happening. connect and contribute to the Nexus Supercomputer.
Welcome to the Nexus OS. Supercomputer, Testnet I -- now live. Over 10,000 users worldwide, 60 mins after launch. Even more active right now. The Internet needs us. Connect:
8
3
67
deepseek is the hyperliquid of AI — the simplest way to explain to your crypto friends. I briefly wrote about the founder stories and their striking similarities here.
Two founders. Two industries. One rare breed. DeepSeek and Hyperliquid are two companies that have taken the AI and crypto worlds by storm respectively. What’s less known is that their founders share strikingly similar backstories. DeepSeek: released model v3 -- on-par with.
5
5
73
sitting in a cafe, overhearing uncles and aunties talk real estate — similar lingo, same psychology as crypto. every generation has its hustle.
12
3
73
revenue is a dirty word in crypto, yet it hypercharges those with a real business to grow on steroids. study 0xfefe.
7
8
71
disincentivizing selling never worked. study incentivizing holding instead.
16
5
71
my mentors taught me the cardinal sin in investing is pattern matching what you haven’t seen yet to what you’ve seen before. “oh isn’t this just data tooling like X”.“just another L1/L2/dex”.“isn’t this luna 2.0?”. it’s intellectual laziness at best, it’s self-sabotage at worst.
14
3
70
u apply, I fly 21 hrs to Denver. come and join fellow trench warriors to accelerate the EVM together!
Introducing Wave 1 of the mentors for evm/accathon!. Final week to apply:
11
1
69
gmonday. need a challenge to get back to regular cardio. For each Nad who joined @monad_xyz's discord in 2022, I'll shave 5s off from my 5k PB (21:46). post your screenshot, we go gym @JohnWRichKid
8
3
64
jefe is so back.
Those who can, do.Those who can't, fud.
2
1
67
top players understand by the time a tutorial drops, the meta of the game has already shifted. the real frontier is never written in writing, but discovered in play.
13
3
65
crypto natives are some of the worlds most valuable and monetizable users. what baffles me is how some founders saw this, joined crypto, then wrote crypto off as ‘pure gamblers’ with ‘no real users’. if you can capture the high value crypto natives, that alone are 11-fig outcomes.
the key takeaway from HYPE ENA for founders:. crypto markets consistently rewards those who democratize access to opportunities once reserved for the privileged players.
3
2
65
one of the most valuable lessons from my mentor. once one begins to understand what’s scarce, one naturally develops an eye for value. it’s no longer pure logic—decisions become guided by an instinctive aesthetic, a way of seeing investments through the lens of what truly matters.
7
0
63
attention is the ultimate scarce resource in crypto and the world—it’s the only asset everyone fights for yet no one can print.
23
4
64
