Sam Hallene
@samiam2194
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Investor @ https://t.co/1GdOHV8GWX - tweets are my own, not investment advice.
Joined March 2012
Gm. Today's Rollup TV line-up is in: 11:40p ET AI Supercycle EP 10 @chronear - @NEARProtocol & @AlexAuroraDev - @auroraisnear 12:15p ET @kaiynne - @infinex 1:00p ET @samiam2194 - @CMT_Digital 1:30p ET @thedamooo - @starknetfndn 2:00p ET @CloutedMind - @eth_strategy 2:30p
Rollup TV: November 13th, 2025
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Thank you, Paul! It's been an absolute pleasure working with you.
congrats @samiam2194 @mcasto_ & @CMT_Digital one of the elite defi investment team out there, if you are building something cool in defi definitely reach out to them.
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Very excited to talk all things crypto at the best place in the world, Ann Arbor!
We are excited to host @Umich alum and Partner at CMT Digital @samiam2194 as a speaker for MBC 2025.
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The ticker is $LITKEY because it’s your key that’s Lit: 🔥 Decentralized with first-of-its-kind applied cryptography 🔑 Programmable to unlock automation and privacy across all blockchains
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Awesome to see the @LitProtocol token listed on @coinbase after a record breaking ve holder vote on @AerodromeFi!
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Watching @BrettHarrison88's execution on a complex roadmap has been nothing short of a masterclass. Very happy to see this huge milestone, and with it exciting, new products brought to market. Onwards and upwards!
The @Architect_fi team and I are excited to announce the launch of AX, the world’s first centralized and regulated exchange for perpetual futures on traditional assets: FX, single stocks, ETFs, stock indexes, interest rates, metals, energy, and more.
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We’ve backed @LitProtocol since 2021 as seed investors and node operators. The vision is immense and truly disruptive: shifting access control to a decentralized, secure model. Forged by relentlessness and conviction with real traction, we feel Lit is just getting started. 🚀
Lit v0 has powered builders for the past year —now Lit Protocol V1 arrives, unlocked by $LITKEY. The community token launch happens on @AerodromeFi at 00:00 UTC, October 30. Dive in 👇
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Thrilled to be on this journey with you @evanvar and @DanSimerman!
Privacy is becoming core infrastructure for the next era of open finance. Our thesis sits at the intersection of regulatory clarity, technical innovation, and the shift from closed to open systems. We’re backing @temple_ny building a privacy-preserving exchange on @CantonNetwork
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Per Freddie Mac’s 2024 Cost to Originate document, retail lenders paid an average of $11,600 to produce a mortgage. On a $200,000 mortgage, $11,600 is 5.8%. You generally aren’t going to be selling Freddie (or Fannie or anyone) that loan for a 5.8% gain. As a result, loan
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Euler is disproportionately good at generating fees and revenue. 7d fees on Euler the same as Morpho, and we have our fee switch ON. Did you know the protocol quietly bought back 172k EUL and burned an additional 50k EUL? That's 0.8% of the total supply in 1 year, anon.
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Hyperliquid is pushing the frontier with HIP-3. The potential is massive, but so are the unanswered questions: slashing conditions, liquidation backstops, governance subjectivity. Our latest piece breaks it down.
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Higher.
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all the Q2 earnings are out. for prepaid signups: AT&T: -34k Verizon: +50k TMO: +39k Helium Mobile: +155.6k and yes, our churn numbers look a hell of a lot better too 📈📈📈
the big 3 telcos report their Q2 earnings in the next few weeks @helium_mobile had 155.6k signups in Q2. do we think any of the big 3 had bigger prepaid numbers in the same period?
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its telco earnings week, with Verizon reporting results monday and AT&T + T-mobile on wednesday So far, @helium_mobile is leading the pack in terms of new subscribers added in Q2'2025 👀 helium mobile: +150K verizon prepaid: +50k verizon postpaid: -50k
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Hard to overstate what a huge day it is for crypto in the USA
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Big day for the Dawn and broader DePIN communities. We will look back on the Black Box launch as a pivotal inflection point in the decentralized wireless movement Sharing an excerpt from @EV3ventures most recent LP letter on why the Black Box is different than any of the DePIN
The DAWN Black Box powered by @solana is now on sale. Limited Supply 👉
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Just like the iPhone was the gateway to the world of mobile apps, the Black Box will be the gateway to the world of DePIN, self-hosted apps, consumer-IoT, and more.
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There is a lot of discussion around tokenizing equities. Most everything I’ve seen on this subject has been wrong. The primary reason to put equities on blockchain is to use equities as collateral (in defi and CEXs) with secondary benefits of cross settlement (equities to BTC,
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