Ryan | Blockworks Research 🇺🇸
@ryanconnor
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Head of Research @blockworksres/ @blockworks_ The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor. https://t.co/nsGLRR8bhg
USA
Joined April 2022
“When you decrease the cost of entry for getting knowledge work done, you dramatically increase the use cases for that work.” The proliferation of AI agents will drive *more* employment, not less
Everyone knows Moore’s law, the idea that CPU performance doubles roughly every two years. This has enabled essentially every innovation we’ve had with computers since the 60’s and 70’s. But remarkably, driven by GPU performance and AI model breakthroughs, we’ve seen a very
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Sexual Orientation Is Mythology - Pastor Patrick Hines Podcast (Excerpt)
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0/ NOW LIVE: Spark, Rocket Pool, and Bifrost are now part of the Token Transparency Framework. Together, we’re making transparency concrete: standardized disclosures, evidence you can check, and updates that keep holders informed. Highlights below:
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In hindsight, much of these are just prediction markets
3/ Some NNAs I think we can expect in the future are - perpetual options - life outcome shares - social outcome products - structured MEV products - health outcome contracts - structured gambling products - hyper-local weather futures & options Among many others
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Apple $AAPL just set itself up for the ultimate "prove it" moment. iPhone 17 demand? They say it's incredible. Next quarter's forecast? Boldest in years. The pressure? Immense. January earnings either validate everything or becomes very awkward...
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I've been at Blockworks for 2.5 years, and have seen the growth + momentum firsthand, leading sales during this period A few add-ons to Yano's note: I assure you, Jason and Mike have led Blockworks with deep integrity during hard decisions like this. These decisions are
Update on our next phase of growth (long post) TL/DR: Blockworks is becoming a software/data first org When Mike and I started Blockworks in 2017, we wanted to solve "the information problem." Crypto was growing up fast and the new entrants deserved better information. We've
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PUMP is trading like bankruptcy is imminent. Meanwhile, PADRE opens access to token launches across chains, derisking PUMP's impressive but volatile free cash flow, and setting the stage for the next leg of growth.
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Update on our next phase of growth (long post) TL/DR: Blockworks is becoming a software/data first org When Mike and I started Blockworks in 2017, we wanted to solve "the information problem." Crypto was growing up fast and the new entrants deserved better information. We've
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PADRE revenue is now LIVE on @blockworksres All public sources I’m aware of miss certain sources of revenue and fail to account for rebates. Blockworks Data Privilege.
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A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs. https://t.co/6zMFpDjCw0
blockworks-research.beehiiv.com
MetaDAO Blockworks Research Report
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Blockworks data privilege on full display. The boys are cooking on something big
With Coinbase reporting earnings on Thursday, it will be interesting to see how much trading volume increased on the platform. According to Amberdata, raw trading volumes were around $287B in the quarter, marking the best Q3 since 2021. How accurate is the data? Fairly
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Uber as a comp for Cybercab (a $200B market cap) understates the opportunity Cybercab is TAM expansionary: A) cost per mile is likely 50-80% cheaper B) driverless is a 10x UX improvement
Tesla is probably the most exciting company over the next decade. Short-term: - FSD v14 as an "iphone moment" in automotive (& consumer robotics). - Auto business regains high double digit YoY growth Long-term: - Cybercab likely eats Uber & Lyft market share. Uber+Waymo
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Fwiw There are only three products that I’ll never forget using for the first time. iPhone ChatGPT & Tesla FSD
Tesla is probably the most exciting company over the next decade. Short-term: - FSD v14 as an "iphone moment" in automotive (& consumer robotics). - Auto business regains high double digit YoY growth Long-term: - Cybercab likely eats Uber & Lyft market share. Uber+Waymo
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Pump now makes money on the BNB memecoin casino (& all others)
missing opportunities on BNB because your terminal is ass? switch to Padre! - multichain button lets you instantly ape CAs regardless of which chain you're trading on - Padre is the ONLY terminal with multi wallet for BNB - & much more time is money. be faster with Padre.
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Tesla is probably the most exciting company over the next decade. Short-term: - FSD v14 as an "iphone moment" in automotive (& consumer robotics). - Auto business regains high double digit YoY growth Long-term: - Cybercab likely eats Uber & Lyft market share. Uber+Waymo
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My letter to Secretary of War Pete Hegseth requesting the end of SRM related operations
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We’re looking for a Senior Data Engineer who’s built @solana data pipelines before. If you can decode programs, handle RPC/Geyser ingestion, and ship clean data into ClickHouse, please DM me or apply directly. https://t.co/Kdk4ajj8DQ
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🫰LIVE IN 2 HOURS I will have an intimate 2-on-1 with @_ryanrconnor and @defi_kay_ We will talk about: - Equity perpetuals: @tradeperps vs. @OstiumLabs - @megaeth_labs Sale - Cryptocurrency performance going into EOY and MORE! Make sure to tune in 🫰
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Each quarter, @blockworksres meets for our Quarterly Decision Review, where we rip apart our performance, learn from our mistakes, & grow as investors. The goal: outperform BTC over 40% of the time. TLDR: 2025 has been a good year for both our longs *and* shorts
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You will use the financial super app. You will decide between maxing out your 401k or an 8 team parlay on one clean interface. You will pay your taxes on https://t.co/uVYDupWHQi. You will be offered the chance to double or nothing your refund. This is the new economy.
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NNAs can scale at Internet speed RWAs can’t
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Corporations have no loyalty to our flag, our faith, or our people... only to profit and power. Both parties have handed them control while fast-tracking a future where AI replaces workers and foreign labor floods the system. Humanity is being written out of the equation. We
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