Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.
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Joined April 2022
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Today we are launching Catapult: an evergreen accelerator for scaling RWAs onchain.
RockawayX is partnering with founders to tokenize differentiated, high-yielding assets, then backing them with design, anchor TVL, liquidity support, DeFi integrations, and a mentorship program of the industry’s best. 🧵
“Institutional sentiment [towards crypto] is at an all time high”
🎙️ Catapult Mentor Spotlights: The @nickducoff Episode
Institutional attitudes toward blockchain have shifted dramatically during Nick Ducoff's time at @SolanaFndn.
Where only a handful of major US financial institutions were willing to push blockchain initiatives forward, he now sees widespread investment, with adoption taking hold regardless of crypto market cycles.
As GM, Institutional, Nick is at the center of that progress, working with TradFi institutions and @solana ecosystem teams to bring capital markets onchain. His perspective is shaped by a career spanning securities law, venture capital, education, and building and exiting two startups.
@bart_hillerich sat down with Nick to discuss his path to Solana, the shift in institutional attitudes, the evolution of tokenization and internet capital markets, and lessons he's learned as a founder.
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
The AI bubble has been predicted for four years. Every sell-off has ended with new highs
Consensus says AI is the only thing holding this market up. The data says otherwise.
>80% of companies this earnings season have beat on EPS ests spo far. And forward earnings ests across market caps are moving to new ATHs.
Can we have the ability to open multiple @bot windows please?
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
🎙️ Catapult Mentor Spotlights: The @nickducoff Episode
Institutional attitudes toward blockchain have shifted dramatically during Nick Ducoff's time at @SolanaFndn.
Where only a handful of major US financial institutions were willing to push blockchain initiatives forward, he now sees widespread investment, with adoption taking hold regardless of crypto market cycles.
As GM, Institutional, Nick is at the center of that progress, working with TradFi institutions and @solana ecosystem teams to bring capital markets onchain. His perspective is shaped by a career spanning securities law, venture capital, education, and building and exiting two startups.
@bart_hillerich sat down with Nick to discuss his path to Solana, the shift in institutional attitudes, the evolution of tokenization and internet capital markets, and lessons he's learned as a founder.
No co has a clearer path to a >$20T mcap than SPCX
The biggest hurdles are a) key man risk, & more importantly b) political risk
A large bet on SPCX is therefore a bet on the competence spread between SpaceX and the DSA
I will take that bet any day
Largest gap between fundamentals and price in my career
call me crazy but I think the Anthropic S1 could be the neocloud bottom
this whole thing began when the market puked about Ant's Q3 run rate leak; their economics have now been demonstrated to be rock solid. GPUs including older vintages trading at ATHs if you actually look at the data. agentic driving record token use. think this entire drama is overdone.
This is precisely what you’d expect an Alibaba model to do no?
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.
Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.
Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.
But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?
We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.
Read the full report: cohere.com/blog/concerning-b…
& now we're seeing it in the Anthropic data as well.
Token demand is highly price elastic: prices fall, consumption increases more than enough to offset the decline
Token price down, intelligence up -> revenue up
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
Next up in our Catapult mentor spotlight series: @nickducoff
Nick is GM, Institutional at @SolanaFndn, working with TradFi institutions and Solana ecosystem teams to bring assets and capital markets onchain.
Before Solana, Nick co-founded and exited two startups, Infochimps and Edmit. His career has also spanned securities law, venture capital, and higher education, giving him a unique perspective on entrepreneurship and building businesses around emerging technologies.
Our video interview drops tomorrow!
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
We will enter an age of abundance
If we can stop the communists for the next 5 years
A slight decline would have been your “best case” in 2023
Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week: a16z.news/p/charts-of-the-we…
Ryan | Catapult RWA Accelerator🇺🇸 retweeted
“Show me the ROI”
