Arthur
@Arthur_0x
Followers
199K
Following
92K
Media
606
Statuses
14K
Founder & CIO @DeFianceCapital
Onchain
Joined April 2013
Just published our latest writing on Liquid Venture Investing in Crypto, a thread to follow.
314
811
2K
Honestly great that market forces are forcing the retirement of the fat protocol thesis. Let the fat application era thesis begin.
Bitcoin is hovering near ATH but alt chains have been struggling hard this season. Past 1 year performance of some random chains that I just screenshot . TON: -61.8%.POL: -61.6%.BERA: -48.7%.S: -44.3%.AVAX: -29.6%.APT: -22.1%.ETH: -14.2%. May have missed other low performers.
33
7
92
17
5
64
RT @TheDeFinvestor: AAVE is now holding 5% of all circulating stablecoins. More than the entire CeFi lending sector. What an insane growt….
0
62
0
Crypto adoption among tradfi will continue to grow because the number speaks for itself.
$IBIT is now the 3rd highest revenue-generating ETF for BlackRock out of 1,197 funds, and is only $9b away from being #1. Just another insane stat for a 1.5yr old (literally an infant) ETF. Here's Top 10 list for BLK (aside, how about the forgettable $IWF at top spot, who knew?)
19
9
66
Great take and glad that market is maturing and moving forward from this.
This is why, paradoxically, I’m almost sympathetic to people who cannot wrap their minds around the “revenue meta.” Not because these people are correct that it’s just a “meta”, they are very wrong and always have been, but because the first 10 years of crypto managed to.
23
1
27
Joyful July indeed.
15
4
41
RT @bidclubio: [Introducing the BidClub Biweekly Liquid Idea Rewards Program]. Effective July 1st, 2025 and until further notice, BidClub w….
0
10
0
Gm. If you are already publishing good mid-to-long-form liquid token / Web3 stock research, I’d love you to also consider posting on now with a potential sweetener to win $1k USD every 2 weeks. We are now at 70+ members with 110+ liquid research pieces &.
[Introducing the BidClub Biweekly Liquid Idea Rewards Program]. Effective July 1st, 2025 and until further notice, BidClub will award $1,000 USDC to the author of the best liquid idea every two weeks. Submissions received by 23:59 UTC on the 15th constitute the first cycle;
23
2
68
Great take and also largely how DeFiance is positioned now.
During the Dotcom Bubble, ~1,000 internet companies IPO’d. Most didn’t survive the next 20 years, but the few that did became giants:.- Nvidia (1999 IPO).- Amazon (1997 IPO).- Google (2004 IPO, just after the bubble). Each returned 1,000x to early investors by relentlessly.
14
2
43
RT @pythianism: The Just Coin It Ethos is what is destroying broad swaths of the industry and burning retail badly to the point where they….
0
47
0
100% agree and one of the biggest lessons of my life is you should never short yourself.
During the crypto crisis in 22, I jumped on a call to convince a crypto PM not to join a well-know TradFi hedge fund. I wanted him to build his own firm with L1D as an investor. My pitch wasn’t great, and the odds were tough. Luckily, he didn’t join, and now we’re his biggest
17
5
62
RT @basedappHQ: 1/ BasedApp is finally an App. Not just any app. But a HyperApp. Trade. Spend. HODL. All in one place. We’re building th….
0
35
0
Circle $CRCL surpass $USDC in market cap. Eventually, the market will also start valuing DeFi protocols on a market cap/TVL ratio of 1 as well.
51
15
354
$AAVE, $ENA, $PENDLE, $JUP.
If u have to buy liquid/non-venture crypto for 3-5 yr time horizon, and ur not allowed to buy BTC, ETH, HYPE, SOL or hold stablecoins, what do u buy and why? Want to find some intelligent ppl with good/non-obvious ideas to follow, thx.
77
27
356
Agree, shared this sentiment a while back as well.
feels like someone hit super fast forward on the simulation like maybe 7-8 years ago. everything’s compounding, overlapping, & accelerating. there’s just like zero time to metabolize anything before the next insane absurdity drops. it’s unclear to me if humans are built for
13
2
20