So since crypto is dead what are we going to call what we do? Candidates: Internet Financial System - @TheiaResearch Open Finance - @multicoin Finance 3.0 - @NorthIslandVC Internet Capital Markets - @solana / @akshaybd [insert other options?] I vote Internet Financial

(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. https://t.co/nqwJW6riwh

Observe the durability of the cash generating casino businesses in crypto (e.g., $PUMP, $SHFL, and $HYPE)

God bless @blockworks for putting these together And shout to to @Raydium for participating

My take on $PUMP It is one of the extremely few tokens in crypto that has a meaningful non-zero floor. Though whether it's a bid right now, I am not sure. I lean no atm, but it is certainly on the watchlist. Comes down to 1) how you value the current core memecoin casino

Some of my takes on what's Over-rated / Under-rated / Fairly-rated in crypto below. Around for a bit to give quick take on any topics for those with questions. Over-rated - Payment chains as value accruing protocols: they will be very useful and highly utilized. They will be

In light of market carnage and extremely smart people leaving the industry, I figured I would explain why I (an admittedly much less smart person) am choosing to stay (and perhaps why you may want to as well!) https://t.co/k4BF1t7gOk

https://t.co/Dxy7Tkydkx

https://t.co/wtnTotdpiR

Limit orders set for $69421 Liquidation at $42689

A lot of discourse on crypto twitter would be clearer if we separated usefulness of something from value accrual to an asset e.g., @VitalikButerin's vision for $ETH is incredibly useful. Does not mean $ETH is worth much "institutional adoption" (tokenization, stablecoin

Crypto markets didn't want to let metals have all the fun "we're pros at nuking too, and we can do it on the weekends"

Also shout out to @jnwng @Pedromiranda @tamgros @_JerryLi @tiffdong @drebaglioni (to name just a few) who went through so much of this journey with me and made it awesome

Life update! Today is my last day at the @SolanaFndn. I joined the @solana team almost 5 years ago because I was inspired by the vision of an open, neutral, and unified coordination layer for all of finance. And it's been the most amazing (and totally crazy) experience of my

Neat to see metals play out just like crypto Gold -> Silver -> long tails metal -> nuke BTC -> ETH -> shitcoins -> nuke

I have revised my bullishness on public equity perps up

I’ll take the other side of this. There are defi businesses, not many, that are all-in on their tokens (eg @maplefinance , @Morpho ) and worth owning (at the right price)

100% @dsundheim talked about this cropping up in equity markets as well in last recent years 'Irrational' upswings in price result in overpayment of current employees at the expense of future employees And that can really hurt a team's long term outcomes

Just watched @vidor_solflare and @bqbrady talks at BP. Great talks and very curious to tinker with both products! One underlying assumption from both that I kind of disagree with tho: @bqbrady's point that "Natural language is sweeping the consumer interface landscape."