🔥Forbes 40 under 40, 3x founder, Founder/GP at @holisticapital entrepreneur, dad, angel investor, meta-connector 🚀

New York, NY
Joined June 2016
Constantin Kogan retweeted
Multiple chains, one coins.
BNB 链又要搞一条新L1 在BNB Chain的官方文档在10月22日更新了New L1计划。 🚀不是简单给BSC升级,而是准备重新设计一条全新的高性能L1。在文档里没有标注新链名称,标注为TBD(待定)。 看了下,几个关键信息: 1、再造一条新L1,不是替代BSC。 现有 BSC继续运营,新L1与BSC 并存,通过原生跨链桥连接。 BSC继续承载现有庞大的DeFi和应用生态,新L1则专门服务那些对交易速度、延迟和性能要求更高的业务。 2、不发新币,继续使用BNB。 新L1不会发行独立代币,继续使用BNB作为Gas、质押和治理的核心资产。这么看是做增量,如果新L1能承载更多交易、支付和泛金融业务,其实对BNB的需求也是更大的。BNB现在价格743,这下子又有预期了。 3、交易性能是重点 200毫秒出块,约20毫秒交易预确认,亚秒级交易排序等。明显是冲着高频交易、链上订单簿、支付等场景去的。 这两年Hyperliquid、Lighter、Aster等交易平台的发展,也让大家看到交易基础设施的重要性。 4、上线时间。 文档里说已经运行内部多验证者开发网,但还没有公开测试网或主网,计划2026年底推出测试网,2027年初推出主网。(握草,这不马上就快来了么?) 5、为什么要搞新链 大家对BSC的印象,更多是手续费便宜、用户多、Meme活跃,背靠币安生态。这次重新做一条L1,释放了一个很明确的信号:BNB Chain不满足于只做通用公链,而是要进一步争夺高性能链上金融基础设施的市场。 很大一部分原因丰密我觉得应该是Perp dex带来的压力与未来的潜力, 以前大家觉得链上交易只是中心化交易所的补充,现在越来越多的交易需求转向链上,最近一段时间链上Perp的日交易量合计都接近币安合约的1/3,虽然有积分激励等因素,但这个趋势是不容忽视的。 对于我们普通用户: 值得关注的是新L1开放测试网后,除了重点关注哪些新协议、新玩法和早期生态机会, 还有哪些是可以重点👀的! @BNBCHAIN @binancezh
861
353
256
3,397
764,131
Constantin Kogan retweeted
more than half of all BTC supply is sitting in addresses with no known attribution despite all the institutionalization and centralized ownership over the years, still a ton of bitcoin (maybe even most) is held by individuals in self-custody 🔐
35
56
25
431
35,352
Constantin Kogan retweeted
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
45,400
63,700
14,705
624,338
36,793,888
Constantin Kogan retweeted
Wow. There it goes. The tower roof of the 143-year-old Limoges Town Hall collapses.
1,268
2,924
764
15,917
1,611,262
Constantin Kogan retweeted
🌍 Three asset managers control $34.4T: BlackRock $15.3T, Vanguard $12.0T, Fidelity $7.1T. US firms account for $22.4T, nearly 60% of the $37.7T cohort. The scale of asset management is also the scale of influence over global capital allocation. #AssetManagement #GlobalMarkets
🤖 Made with AI
1
19
3,594
Constantin Kogan retweeted
Contrarian investing is not about going against the crowd. It is about identifying value the market has overlooked. The real edge is seeing what others are missing before they do. Price can be wrong. Discipline finds the gap. #ContrarianInvesting #ValueInvesting
🤖 Made with AI
2
16
3,020
Constantin Kogan retweeted
📊 Volume can shape execution quality. VWAP uses market volume to guide large order execution and reduce price impact. More liquidity → better execution capacity → lower market impact. A systematic approach to execution matters when managing substantial orders. #VWAP
1
15
3,818
Constantin Kogan retweeted
🚀 Holistic Capital at #EBC 2026. @constkogan will represent Holistic Capital in Barcelona. A focused conversation on: • Crypto hedge funds • Market resilience • Changing market regimes • Positioning for what’s next 📍 Barcelona 📅 16–17 September 2026 #EBC2026
1
5
22
6,263
Constantin Kogan retweeted
📊 You don’t need a 90% win rate to succeed in the markets. Peter Lynch’s message is simple: you can be wrong often and still win when your winners outweigh your losses. The edge is not being right every time. It’s managing risk and letting the math work in your favor.
1
1
22
3,825
Constantin Kogan retweeted
🍸 Holistic Capital is co-hosting an exclusive Volcano Summit Happy Hour with Inception Capital, LIP Capital & Gilgamesh Ventures. 📅 Sept 6 | 5–7 PM 📍 Guatemala Investors, founders & builders. No pitches, just real connections. RSVP: luma.com/7mpvpfb0⁠ #VolcanoSummit
🤖 Made with AI
1
6
6,467
Constantin Kogan retweeted
Constantin Kogan is attending the Volcano Innovation Summit 2026 in Antigua, Guatemala. September 5 to 7, 2026. Looking forward to connecting with founders, investors, innovators, and leaders shaping the future of Latin America and beyond. #VolcanoSummit #Innovation
1
1
24
5,101
Constantin Kogan retweeted
Set the plan. Define the risk. Let the trade work. 2R to 3R targets can create asymmetric payoffs, but only if you stop interfering with every tick. Set. Bracket. Leave. #Trading #RiskManagement #SystematicTrading #HolisticCapital
1
19
5,178
Constantin Kogan retweeted
📈 HFT arbitrage lives in fleeting price gaps. CE(δ, τ) = δ − ½γσ²τ > 0 The edge only matters when it survives latency, volatility, and execution risk. #QuantTrading #HFT #Arbitrage #QuantFinance #MarketMicrostructure
1
24
6,241
Constantin Kogan retweeted
⚡ Small edges become powerful when repeated at scale. One cent. 200,000 times a day. But every edge expires. Technology evolves. Competition adapts. In quant trading, the edge is finding it and adapting before the market does. #QuantTrading #HFT #QuantFinance
1
14
3,569
Constantin Kogan retweeted
A good strategy is only half the equation. The real edge comes from disciplined execution, risk control, and consistency. Same information. Same market. Different outcomes. In trading, the process matters as much as the strategy. #QuantTrading #RiskManagement #Trading
🤖 Made with AI
1
18
3,830
Constantin Kogan retweeted
🚨HUGE: China's Kimi AI just scanned nearly ALL of Bitcoin's open-source code, flagging almost 8,000 flaws. The Bitcoin Red Team has now covered 501 projects, finding 1,280 critical or high-severity issues, with maintainers validating and patching flaws. The team leaned on Kimi K3 as its main weapon after US labs restricted access to their models for security work.
🚨JUST IN: Team formed after Coldcard's $130 MILLION exploit finds 4,962 flaws across 390 Bitcoin projects using AI. The Bitcoin Red Team used Kimi K3, GPT Sol, and Opus to scan wallets, libraries, and infrastructure in under 30 hours, averaging "1 critical exploit per hour." The team found 85 critical flaws while the effort cost $40,000 in AI credits funded by OpenSats, per Bitcoin Magazine.
109
290
83
1,698
449,069
Constantin Kogan retweeted
🎙️Mark your calendars for our next Holistic Capital X Space. Bringing together leading investors, founders, and market participants for another high-signal conversation. 🗓️ Aug 20 | ⏰ 10:00 AM ET | 2:00 PM UTC Set a reminder and don’t miss it. #xspace xitter.cf/i/spaces/1kKzDDZqMPZJv

3
4
59
13,723
Constantin Kogan retweeted
Bitcoin Red Team update: we've grown to 16 globally distributed people working 24/7 We're running a large-scale ecosystem security audit across bitcoin code bases. 27.5 hours in, we've filed 4,962 findings across 390 projects. 85 critical and 635 high severity issues. We're at 2.31 h+c findings per person per hour
147
382
115
2,172
371,294
Constantin Kogan retweeted
Most investors know the formula. Few understand what it prices. Black Scholes changed the way institutions think about risk, volatility, and option valuation. The edge isn’t in memorizing equations. It’s in understanding the mathematics behind markets. #BlackScholes #Options
🤖 Made with AI
2
8
3,243