Ryan | Blockworks Research 🟪
@_ryanrconnor
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Head of Research @blockworksres / @blockworks_ The most profitable arb is time horizon. Progress is boundless. tg: @ryanrconnor. timefun: https://t.co/nsGLRR8bhg
nyc
Joined April 2022
0/ Consumer crypto is approaching escape velocity. & leading apps are leveraging crypto’s core enabling feature:. Net New Asset (NNA) issuance. Below, we describe what NNAs are, why they’re likely the next new paradigm in retail risk taking, & highlight our fav NNA apps. 🧵
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RT @defi_kay_: The dislike that many in the industry have towards raw speculative activity (largely memecoins) is so ironic to me. Especia….
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RT @TheiaResearch: Prediction markets in media will go a long way towards restoring the trust of the public. The more ideological publicati….
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RT @_ryanrconnor: Appreciate the post but the framing here re our analysts is incorrect. We are not “pro ethereum” or “pro solana”. We ar….
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@iamDCinvestor @JasonYanowitz Watching everyone finally wake up to how trash Blockworks is has been very refreshing. Zero credibility, zero good takes, all bias based on whatever bag they're holding. And now they want to convince everyone that they're bullish Ethereum and ETH?. Lol, lmao even.
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Appreciate the post but the framing here re our analysts is incorrect. We are not “pro ethereum” or “pro solana”. We are pro *alpha* . There is no room for bias at @blockworksres.
On Blockworks:. - I’ve gotten to know @JasonYanowitz quite well and in my conversations with him have always felt that (a) he has treated us fairly and (b) he is a fan of Ethereum and legitimately is looking for ways to go deeper (and these conversations were ongoing even in the.
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Social platform algos too often optimize for negative content, as it drives engagement. It’s your duty to consume positive content to correct your algo . Start with this:.
New episode of Uncapped with @vkhosla, one of the greatest entrepreneurs and venture investors of all time. We discussed his predictions of the future, and his predictions of the future in the past. Talking to him made it easy for me see why he's been so successful. Enjoy.
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On the one hand, a lot of federal debt hurts growth by crowding out private investment. On the other hand, we really don’t know how far we can push the federal debt to GDP ratio. So far there have been basically no problems.
Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt,.
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Current state of tokenized equities on Solana & Base
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Valuations should scale higher over time bc fcf margins are in secular expansion.
🚨HOLY COW:. The Shiller P/E ratio on the S&P 500 is higher than it has been 96% of the time in history, EXTREMELY expensive by long-term standards. The price to average of the last 10 years of earnings, adjusted for inflation, is 38x, the 2nd-highest since the Dot-Com Bubble.
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Treasury companies are net good for crypto in that they. 1) bring net new liquidity into markets.2) derisk the consequences of size & concentration in crypto. Where am I wrong?.
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What's the bear case for Base? Don't say Robinhood Chain.
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What's the bear case for Solana? Don't say the PUMP ICO.
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RT @blockworksres: 1/ @HyperliquidX's upcoming CoreWriter upgrade represents a key step in unlocking its composable finance layer. With Cor….
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RT @0xResearch: 0xResearch - Crypto Treasury Mania, Stocks Onchain, and Crypto Venture | July 3rd, 2025
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Agree w @vkhosla . >90% probability of superabundance in our lifetime.
New episode of Uncapped with @vkhosla, one of the greatest entrepreneurs and venture investors of all time. We discussed his predictions of the future, and his predictions of the future in the past. Talking to him made it easy for me see why he's been so successful. Enjoy.
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RT @JasonYanowitz: The Token Transparency Framework is simple. We're building a standardized disclosure framework that enables projects t….
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