JB

BREAKING: STRAIT OF HORMUZ SUNSET AFROHOUSE MIX SOURCE: TRUTH SOCIAL

@bw_solana Hbd goat, will buy you a beer in Autzen soon tm

he’s only sweet talking me because it’s my birthday

The last 3 months in markets has been the Chinese farmer parable

Genuinely what happens when oil gets to $150 / barrel ?

Yuval is trying to manufacture a gotcha, so let me set the record straight: If you deploy a smart contract on Ethereum, you have FULL CONTROL over how that contract will behave. Same if you deploy your own L2 or a Prividium instance: you determine the rules of that environment completely. This is exactly why banks and institutions are comfortable building on public chains. But any real smart contract limits the ability of transacting parties to exert control over the assets inside it. That's the entire point. You set the rules upfront, enforced by code in real time — not by contractual promises that take years and millions of dollars to litigate. This is what makes blockchains a genuine upgrade over legacy financial infrastructure. Would an issuer ever want to limit their own control? Of course! Issuers do it every day. Anti-dilution protections, debt covenants, dividend waterfalls — these are all promises issuers make to investors that say "I won't do X." Today those promises are enforced by lawyers. Smart contracts can enforce them by math. So the real question every institution should ask their blockchain provider: can your platform actually enforce this logic, or does the issuer always retain root access to the asset? Canton requires issuers to retain full administrative control, which fundamentally undermines the network's ability to protect transacting parties. On Ethereum, enforcement is guaranteed by math and open-source code. Canton calls that a feature, but every investor on the other side of the trade should call it a risk.

Breaking: Google just released a report dramatically reducing the requirements for a quantum computer to break Bitcoin's cryptography. The timeline for preparedness is now 2029. I sat down with @nic_carter & @apruden08 from @projecteleven on @theaubservation to break it all down. Enjoy.

Bass Windu is becoming an AI masterpiece. I want a full movie.

Have started to like the idea of buying cyclicals here. Who's revenue has compressed the most in the last 7 months? Off the turn, maybe the fastest horses are those that lost the most rev, not those that have held rev the best. ENA, PENDLE, UNI, JTO > SYRUP, AAVE, MORPHO, HNT?

@DhruTech Type

Life philosophy: Fuq it one day I literally won’t be here anymore

@Schoen_xyz @reva_jariwala @base @battle_fyi @avantisfi George Soros reborn

Everybody wanted to know what I would do if I didn’t win… I guess we’ll never know 🤷‍♂️

@Schoen_xyz outplayed ln

mfs flexing +$10 PnLs on me GGs the trenches were fun while they lasted 😭✌️

@Schoen_xyz Chudrick

I’m a fat fucking chud

Took my headphones out today Life is beautiful

the taiki top!

You're right, in practice it might end up looking like normal futures where contracts get rolled so maybe that's not realistic. But what if Pendle created fixed rate perps, and that funding rate swap with different maturities is obfuscated with Boros on the backend? Someone else takes the other side of the trade without the perp user knowing. UX on the perps side feels like fixed rate perps, but what the perp user doesn't know is that there is someone taking the other side of that rate trade for any given maturity via Boros. Perp user = long fixed rate, and someone on Boros is short the fixed while long the variable and they hedge out using the standard variable rate perps. Idk what this would look like or if its even possible.

@thinkingvolume Idk how that would work cause don't all the markets on Boros have a maturity date?

Could Pendle build HIP 3 markets with Boros built in to make funding rates fixed?

"Trading geopolitics is like trading macro: someone can tell you exactly what will happen and you'll still lose money" Have a great weekend

@Schoen_xyz Cool story please fill this form out thanks Ticker: Stoploss: Take profit:

yall only follow me when I post about how much money I make what ever happened to liking a guy for his personality 😔🥀

@wowens @AxiomExchange @glxyresearch @tryfomo eleutheromaniacs changed my life

the TAM of people willing to set up @AxiomExchange has a ceiling the TAM of people willing to download a social app does not new @glxyresearch report on how apps like @tryfomo are collapsing identity and execution into one surface why social trading is crypto's next meta