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Rob
11.2K posts
Rob
@rsarrow
pro dot connector @voltcapital | prev @Delphi_Digital , @blockchaincap
Beigetreten Haziran 2011
570 Folgt6.1K Follower
After ten years in crypto, I’m starting something new.
I’m building WeLikeSports.com with a small team of elite operators that I’ve been hoping to work with for years.
On the surface, it’s a sports pool platform. But to me, it’s something else entirely.
A small window into a possible future: one where money, games, and people are deeply and effortlessly intertwined.
And a business model where the platform succeeds when the user succeeds. Where the ethical decision is also the economically rational decision.
I’ve spent the last decade investing, trading, and helping teams build, mostly in B2B platforms.
Along the way, I’ve met a lot of incredible founders and watched companies like @Morpho @Multisig and @GromaCorp grow from ideas into businesses.
As an investor in both Luna and FTX, I’ve also seen a lot of things go terribly wrong.
You learn a lot watching companies get built.
But eventually, you get tired of cheerleading.
For the last decade I’ve helped other people build their vision.
Now I feel ready to build my own.
WeLikeSports@PlayWLS
1/ Today we’re introducing WeLikeSports.com: a better way to run sports pools with friends. No rake, no commissioner, no waiting for payouts. Just set up a bracket, survivor, squares, or pick’em pool and you're ready to win.
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Rob retweetet
"The terminal state of every financial institution is to be a bank"
The regulated market ($69T in US equities, $3.5T in private credit) is just too large to leave on the table.
Full episode with @0xTurbanUrban:
Eshita@eshita
Simran (@0xturbanurban) joins Khushi (@khushii_w) and me to talk about managing risk, where yield comes from, and what Monaco (@MonacoTrading) is building. 01:26 - Lessons on financial markets from TradFi & DeFi 03:33 - RWAs are the most tangible form of yield 06:03 - Institutional failures due to lack of risk mgmt 07:45 - Retail should not need to understand risk 08:46 - Everything in life is an option 15:05 - What the world looks like when Monaco works 16:45 - Build a trading product, not an engineering one 18:13 - What is the end destination for crypto Have a listen 🍸
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Rob retweetet
Rob retweetet
Simran (@0xturbanurban) joins Khushi (@khushii_w) and me to talk about managing risk, where yield comes from, and what Monaco (@MonacoTrading) is building.
01:26 - Lessons on financial markets from TradFi & DeFi
03:33 - RWAs are the most tangible form of yield
06:03 - Institutional failures due to lack of risk mgmt
07:45 - Retail should not need to understand risk
08:46 - Everything in life is an option
15:05 - What the world looks like when Monaco works
16:45 - Build a trading product, not an engineering one
18:13 - What is the end destination for crypto
Have a listen 🍸
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Rob retweetet
prediction markets are powerful but they only work for objective questions. the problem is many of the most interesting questions -- like "AGI in 2026" -- are subjective. fact machine makes this entire class of questions legible for the first time
Fact Machine@factmach
New Market: AGI in 2026?
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tua on the cte, penix no knees
2026 NFC South Champions
book it
The Brohioan@TheBrohioan
The Falcons picking up free agents
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Rob retweetet
PRESENTING: Tplus Product Day!
100 Sophisticated Market Participants will join us for our inaugural Market Structure Exposé to discuss the Future of France.
Hosted in a private castle overlooking Cannes and catered by the Ambassador of China to France's very own private chef!
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we believe an open, permissionless network is net positive here and there’s multiple opportunities to build generational companies that traverse your home to GEO.
more on PSNs
Rob@rsarrow
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clean example of persistent sensing networks. turn an ordinary router into a passive rf sensor.
the stack is simple:
1. an ambient signal field
2. cheap distributed sensors
3. an inference layer that turns perturbations into a map of reality
the deeper point is that comms infrastructure is becoming sensing infrastructure as signals saturate the world and receivers get cheap by the day
Oliver Prompts@oliviscusAI
🚨 BREAKING: Someone just open-sourced software that sees you through walls using only WIFI signals. it’s called WiFi-DensePose. It maps your exact body pose in real-time. no cameras. no sensors. just your living room router. 100% Open Source.
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@kelxyz_ agreed 🤝
Rob@rsarrow
been spending less time on what is easy to measure / trade and more time at the edges the latest edition of Request for Protocols covering: • Persistent Sensing Networks • Proof-of-Useful-Work • Post-Alpenglow Solana Protocols • The Universal Carry Layer • Robotics Risk Engines
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A protocol will be as big or bigger than ethena by feasting off of macro perps basis trading
Just need to nail go to market (right backers, speed, gtm)
tolks@_tolks
they are absolutely slamming oil longs hyperliquid
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Rob@rsarrow
been thinking about Fringe Untapped Data at @VoltCapital for a long time now FUD is not just about collecting data. that makes you a broker it is about designing crypto economic systems that incentivize the right collection what our AI overlords cant - reward the edge - verify the source - build the loop FUD lives where there are no APIs (eg robot arms, off grid sensors, localized human interactions). This is not public data. It is invisible until someone designs a system that makes it economically worth surfacing. we have backed teams doing this in health, robotics and space and were looking for more in energy and defense. moats are built on the edge
Hosting a breakfast in NYC for DAS in March.
Message me if you want to come (space is limited).
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Rob retweetet
Connor (@colludingnode) joins Khushi (@khushii_w) and I to talk about privacy as the adoption landscape shifts, alongside his work at Tachyon (@TachyonZcash).
We cover:
01:24 - Privacy's performance last year
04:21 - When people care about privacy
05:44 - Zashi (Zodl) and Zcash's limitations
09:58 - Institutions won't adopt permissionless chains
14:34 - Why retail needs onchain privacy
19:42 - Tachyon's plan to launch
22:18 - Code is speech, until you make it a business
27:24 - An anti-privacy argument
Full episode below 🍸
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Today is my last day at 8090 Industries.
I’m deeply grateful for my time at the firm and for my colleagues in our shared pursuit of backing the next generation of industrialists. Thank you to @RayyanIslam1 for taking a chance on me three and a half years ago and bringing me onto the team. I’m proud of what we built and excited for the bright future ahead at 8090 as they support reindustrialization and abundance.
Being around generation-defining founders challenged something in me and inspired me to take this next step of the journey — to chase a singular mission that the world urgently needs and pursue it with furious attention. I’m indebted to my founder friends for modeling that conviction. Their example amplified what God was already stirring in my heart: the call to build.
As I step into the next chapter, I’m reminded of the opening scene of Homer’s Odyssey where Odysseus leaves the comfort of Calypso’s island to cross uncertain seas towards his homeland where he belongs. The journey would be painful but necessary. He knew the odds, and he still goes.
Now is the time to pursue my mission. Recent current events show this to be true, the world will not wait for the United States to be prepared for the next generation of armed conflict. We will need to democratize the exquisite for high volume production, fielding many while still fielding technological-masterpieces.
I’m excited to share more later this year.
For now — time to build.
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someone is going to run lvmh for live experiences or maybe already is and it will be massive
study vail resorts, aman, etc
Jack Moses@jackmoses777
I am so bullish on the real world. Group events. Cookouts. Sports. Parties. Animals. Music festivals. Phoneless dinners. Co-living centers. Healing centers. Retreat centers. Beautiful views. Group adventures. These things light me up. Tech, ai, and materialism continue to disguest me more every day. The pendulum has swung too far. A small group of soulless nerds will continue to obsess over ai, automation, effiency, and the intellect. But those of us connected to our hearts and spirits are becoming disgusted by it. We want real, and we want human. Expect a huge countersurge of irl businesses and events in the next few years.
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@DougieDeLuca the structural advantage is the rail itself
legacy fintech wraps SWIFT and banks, inherits their geo and settlement constrains and fights for UX
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comparing stablecoins to instant payment rails like FedNow misses the bet entirely imo.
instant payments optimize the speed of money within the existing financial system while stablecoins are a bet that the existing financial system isn't the right architecture for what comes next - AI, global commerce, 24/7 markets, etc.
FedNow makes bank-to-bank transfers instant.
cool.
stablecoins make dollars programmable, composable, and permissionlessly global.
one upgrades plumbing, the other rebuilds the house.
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axiom crimed so [redacted] can run
ZachXBT@zachxbt
1/ Meet @WheresBroox (Broox Bauer), one of the multiple @AxiomExchange employees allegedly abusing the lack of access controls for internal tools to lookup sensitive user details to insider trade by tracking private wallet activity since early 2025.
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