Independent Crypto Researcher/Analyst | Macro Crypto Investor/trader | Geopolitics | Macro | Open to Web3 roles
Simulation
Joined November 2020
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Meta Zenn retweeted
not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
Meta Zenn retweeted
Did @HyperliquidX autodeleverage (ADL) $650m of PNL that it didn’t have to?
Was this 28x more than the minimal necessary?
Did almost every exchange (incl. @binance) copy-pasta a Huobi heuristic from 2015?
Can we do better in 2026?
𝐘𝐞𝐬 (+ a new paper)
Meta Zenn retweeted
Since Trump's inauguration on January 20th...
Bitcoin: +5.78%
S&P 500: +11.95%
Nasdaq: +16.17%
This year has been awful in bull market terms for BTC, underperforming the S&P 500 by more than half.
Not sure who needs to hear this but Crypto has been in a bear market since @realDonaldTrump took office.
Meta Zenn retweeted
9/ I suspect useful airdrops come roaring back next year. For savvy investors, this will create opportunities. For fat and lazy network effect businesses, this will create challenges. I'm here for both.
Meta Zenn retweeted
if you took Paul Atkins' + Hester Peirce's speeches from this past week, and showed them to someone from a year ago saying these would come from the SEC, they would literally think you were on crack
Meta Zenn retweeted
rules
1. never talk shop with normies
2. live simple
3. never talk about your personal life, or your vices
4. someone asks what you do, you're a software developer
5. keep your funds dispersed
6. don't believe in yourself. believe in a well defined process you follow
Meta Zenn retweeted
.@DeepBookonSui is an institutional-grade on-chain CLOB on Sui powering liquidity across DeFi, serving the first and second largest DEXs on Sui*. We believe DeepBook is emerging as a critical liquidity layer and has the potential to become a key catalyst for the growth of DeFi on $SUI.
Read more: research.grayscale.com/repor…
Meta Zenn retweeted
Sui highlights from EC mid-year dev stats refresh:
- Sui is the 2nd fastest growing L1 dev community over the last year at 16.1% -- just a hair behind Solana at 17.7%.
- Sui is the fastest growing L1 dev community over the last two years at 54%
- This goes against broader growth trends--total crypto devs is down ~20% in the last year and all major EVM L1s had negative dev growth in the past year
- Sui remains the largest, fastest-growing, and most vibrant Move developer community
Meta Zenn retweeted
Meet Grasshopper.
The first hardware built for the Grass Network.
Quantities will be limited. Join the waitlist → grasshopper.grass.io
