Builder. Trader. Writer. Charity. Founder: @go__exponential 📈 @lofitheyeti 🥶
Denver / Chicago
Joined October 2012
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- Following932
- Followers71.3K
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Pinned Tweet
Shot this after $SUI Basecamp 2025 with @KevinWSHPod but it didn't get released as the Cetus hack and some other things tapered Sui's momentum a bit
Watching it again now, I still feel like it captures the mission of @lofitheyeti well 🥶
Believe in something 💎
Build it 🧊
How to bring traders, attention, and liquidity to your chain 101:
- Support a main runner that is a massive liquidity event where more than 50% of the ecosystem wins
- Founders engaging with culture projects and talking with them, not to them
- Speculative marketing, product innovation, and ecosystem hype compound with chain support
- Distribution is key, to be where traders already are and encourage them to bridge easily
It's a simple formula
LLGH 🥶
$1M $SUI bought back this year,
Here's how the flywheel works ⤵️
> $USDsui reserves sit in short-term Treasuries
> Bridge routes the yield back to the @SuiNetwork
> The Foundation buys $SUI on the open market
> Distributed to validators, DeFi protocols, and ecosystem partners
This happens daily and it's all documented onchain
Gas also repriced 5x lower in April and stablecoin transfers went gasless in May. They traded blockspace revenue for Treasury yield on purpose
As the flywheel spins a bit faster, these buybacks become more important to the ecosystem
I think @vladtenev is talking about tokenizing everything. Stocks, bonds, debt, commodities, etc.
Seen some people quipping:
"DeFi is dead, TVL has been bleeding since 2021"
Reality is:
> TVL bottomed in June the same month Bitcoin did and it's +18% since...
> Tokenized equities went from $600M to $4B+ this year
> DeFi TVL is down 27% on the year against Bitcoin's ~4%
Smart capital is rotating to where the rails are being built - @RobinhoodCrypto doing a good job here
I expect TVL to skyrocket as the entire finance world comes onchain from now through 2030
eye zen hour 🥶 retweeted
Giving away two RARE Mystic Yeti NFTs 🥶
Ranked 153
Rank 123
To qualify:
🧊 Follow @yetis, @lofitheyeti, @KevinBoon_ML
🧊 Like and repost or quote post
🧊 Tag a friend in the comments
Hint: If you share your favorite thing about Sui and Lofi, we notice it 👀
Good Luck Yetis!
Tokenized equities crossed $4.2B onchain recently across 1,500+ tickers
The more interesting number is 55%...
That's the share of tokenized stock trading that happens while U.S. markets are closed
Onchain it's higher still. @Binance bStocks do 92% of their onchain volume outside market hours
Tokenized stocks were under $50M eighteen months ago... $2.6B in August... $4.2B now
Binance alone did $343B in equity perps in August against roughly $11B of tokenized stock volume. The derivative is still 30x the spot
The average 12 month return after Midterms is 16% and you're selling?
The Super Intelligence race is accelerating
Everything is being tokenized and going onchain
Robotics are coming and longevity is booming
Not the time to be bearish
Zoom out
Gib alpha @tradeonhudi
4pm EST / 9pm UTC today we have the Hudi team @leeren @kai_hudi joining us to share whats new
Join in 3 hours: xitter.gq/i/spaces/1YRnBKaORPKWg…
We have the Hudi team joining the Sui Roundtable for Ep. 40 this week! Set a reminder for 4pm EST (9pm UTC) on Tuesday, November 3rd 🗓️
Join @matteodotsui, @0xd34th, and me as we have @leeren and @kai_hudi give us some more alpha on Hudi! 🎙️
xitter.gq/i/spaces/1YRnBKaORPKWg…
If your wallet has 1M lofi-2:native or more, join the whale chat. Seeing a lot of new faces and we're collectively just getting more bullish 💎
LLGH 🥶
eye zen hour 🥶 retweeted
"Hyperliquid is in trouble because Fortune 500 companies are against tokenized stocks now"
Reality is, $HYPE reclaimed the 50D MA last Thursday and is still holding it thanks to a massive engulfing candle that ran +20% in a day, up to $97
The ICE and @tradexyz news would bring Hyperliquid perps onshore and create more liquid markets, all running on their platform
Whether companies tokenize their stocks or not, the future of finance is 24/7/365
Would guess $HYPE continues to outperform over the next 5 years. I think I heard @Tradermayne say "$1,000 HYPE?" on @MarketBubble recently too... I can see it
JUST IN: 🇺🇸 50 major US companies now oppose having their stocks tokenized on OKX and ICE's planned exchange:
• IBM
• Dell
• Nike
• Intel
• IonQ
• AMD
• IREN
• Intuit
• Nvidia
• Oracle
• Adobe
• Reddit
• Eli Lilly
• Costco
• Verizon
• Corning
• Sandisk
• Carnival
• Walmart
• Moderna
• Alphabet
• AppLovin
• Microsoft
• JPMorgan
• Broadcom
• Caterpillar
• Coca-Cola
• Qualcomm
• Rocket Lab
• Wells Fargo
• CoreWeave
• McDonald's
• CrowdStrike
• Cigna Group
• Arm Holdings
• Bloom Energy
• Applied Digital
• Arcos Dorados
• Cisco Systems
• Western Digital
• USA Rare Earth
• Goldman Sachs
• Applied Materials
• Cerebras Systems
• Micron Technology
• Palo Alto Networks
• Marvell Technology
• UnitedHealth Group
• Applied Optoelectronics
• Hewlett Packard Enterprise
"Hyperliquid is in trouble because Fortune 500 companies are against tokenized stocks now"
Reality is, $HYPE reclaimed the 50D MA last Thursday and is still holding it thanks to a massive engulfing candle that ran +20% in a day, up to $97
The ICE and @tradexyz news would bring Hyperliquid perps onshore and create more liquid markets, all running on their platform
Whether companies tokenize their stocks or not, the future of finance is 24/7/365
Would guess $HYPE continues to outperform over the next 5 years. I think I heard @Tradermayne say "$1,000 HYPE?" on @MarketBubble recently too... I can see it
JUST IN: 🇺🇸 50 major US companies now oppose having their stocks tokenized on OKX and ICE's planned exchange:
• IBM
• Dell
• Nike
• Intel
• IonQ
• AMD
• IREN
• Intuit
• Nvidia
• Oracle
• Adobe
• Reddit
• Eli Lilly
• Costco
• Verizon
• Corning
• Sandisk
• Carnival
• Walmart
• Moderna
• Alphabet
• AppLovin
• Microsoft
• JPMorgan
• Broadcom
• Caterpillar
• Coca-Cola
• Qualcomm
• Rocket Lab
• Wells Fargo
• CoreWeave
• McDonald's
• CrowdStrike
• Cigna Group
• Arm Holdings
• Bloom Energy
• Applied Digital
• Arcos Dorados
• Cisco Systems
• Western Digital
• USA Rare Earth
• Goldman Sachs
• Applied Materials
• Cerebras Systems
• Micron Technology
• Palo Alto Networks
• Marvell Technology
• UnitedHealth Group
• Applied Optoelectronics
• Hewlett Packard Enterprise
We have the Hudi team joining the Sui Roundtable for Ep. 40 this week! Set a reminder for 4pm EST (9pm UTC) on Tuesday, November 3rd 🗓️
Join @matteodotsui, @0xd34th, and me as we have @leeren and @kai_hudi give us some more alpha on Hudi! 🎙️
xitter.gq/i/spaces/1YRnBKaORPKWg…
eye zen hour 🥶 retweeted
Satoshi released the Bitcoin Whitepaper 18 years ago today
And he believed bitcoin:native could be private
Most of you have never read the Bitcoin Whitepaper, so you wouldn't know this
He said: "privacy can still be maintained by breaking the flow of information in another place: by keeping public keys anonymous"
Think about it
Bitcoin actually started off fully private
Unless one publicly proclaimed they owned and operated a wallet, no one knew who was who
So how and why did that change?
> CEXs started requiring KYC
> Govt. regulations enforced KYC/AML policies
> Early on, it was hard to get bitcoin:native unless you mined it
Because most people were not mining Bitcoin, they had to buy it from the market
> OTC deals on forums
> Bitcoin ATMs in person
> Centralized Exchanges
Long story short: Bitcoin's price appreciation created massive demand and most of the market participants who wanted Bitcoin were willing to sacrifice privacy to own bitcoin:native
You can still acquire bitcoin:native in a wallet privately and while the transactions will be publicly shared on the blockchain, no one will know it was you if you follow Satoshi's advice
Times have changed though and the onramp demand into crypto has made KYC a normal process in web3
Enter @Zcash, for those who want maximum privacy
zcash:native is not only a store of value, but bitcoin:native's private twin with optionality at the privacy level
Privacy is not a narrative or a meta
Satoshi was preaching it in 2008
It has been the main theme of 2026 and it's only becoming more important with AI hacks, mass surveillance, and the digital age
A year ago today, zcash:native was $350
Now, the chart looks ready to go to $3,500
I think we are still very early, but it's nice to get a reminder that even Satoshi realized how important privacy was in 2008
Satoshi released the Bitcoin Whitepaper 18 years ago today
And he believed bitcoin:native could be private
Most of you have never read the Bitcoin Whitepaper, so you wouldn't know this
He said: "privacy can still be maintained by breaking the flow of information in another place: by keeping public keys anonymous"
Think about it
Bitcoin actually started off fully private
Unless one publicly proclaimed they owned and operated a wallet, no one knew who was who
So how and why did that change?
> CEXs started requiring KYC
> Govt. regulations enforced KYC/AML policies
> Early on, it was hard to get bitcoin:native unless you mined it
Because most people were not mining Bitcoin, they had to buy it from the market
> OTC deals on forums
> Bitcoin ATMs in person
> Centralized Exchanges
Long story short: Bitcoin's price appreciation created massive demand and most of the market participants who wanted Bitcoin were willing to sacrifice privacy to own bitcoin:native
You can still acquire bitcoin:native in a wallet privately and while the transactions will be publicly shared on the blockchain, no one will know it was you if you follow Satoshi's advice
Times have changed though and the onramp demand into crypto has made KYC a normal process in web3
Enter @Zcash, for those who want maximum privacy
zcash:native is not only a store of value, but bitcoin:native's private twin with optionality at the privacy level
Privacy is not a narrative or a meta
Satoshi was preaching it in 2008
It has been the main theme of 2026 and it's only becoming more important with AI hacks, mass surveillance, and the digital age
A year ago today, zcash:native was $350
Now, the chart looks ready to go to $3,500
I think we are still very early, but it's nice to get a reminder that even Satoshi realized how important privacy was in 2008
"Hello Kim. You knew this call was coming, we have incredible forensic blockchain analysts. Many would say the best analysts."
"The biggest mistake you could possibly make in your entire life would be not returning the funds to my friend Changpeng Zhao. A lethal mistake."
"By Monday morning, I want all the Bitcoin returned safely. Delivered in person. Send back all this Ethereum too, my sons tell me it's the future. The best ever they say. Lastly, you will return every bit of the ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 you stole. My advisors tell me it's a National Treasury and doesn't belong in North Korea. Return all of it if you like you like sleeping in peace at night."
