BlockboyBilly

@0xFudrick Justice!

Glamorous

@0xFudrick @naruto11eth Naval History all you need in a year 🙌

@naruto11eth Good initiative! Currently juggling 3 books: a random detective book from my home country, Soros Alchemy of Finance and Naval History of the UK

when life wasnt this busy, i used to read ~60 books a year. this year i plan to bring that tradition back by reading 50. so far, I've read 6. this month's: - trading at the speed of light - liar's poker what are you reading currently?

@DipWheeler Bro wut

BREAKING: CZ, FOUNDER OF BINANCE, IS DATING CAROLINE ELISSON, FORMER GIRLFRIEND OF FTX FOUNDER, SAM BANKMAN-FRIED.

@0xFudrick @beaverd Lmfao small P not only getting bent over daily at work, hes also doing the devils work 😂

@beaverd Gonna steal this for LinkedIn to piss off all of my old classmates from Business School

@eurofounder Cant tell if satire or classic european entrepre-cuckism

I was hiring a new CTO for my startup Found a brilliant candidate Czechoslovak, living in Bratislava 10 years experience He wanted €48,000 Extremely high salary but he really was excellent Then he mentioned he wants to work remotely I felt my chest tighten “That’s not possible” I said Remote work triggers permanent establishment “How would I know you’re paying your taxes correctly” I asked him He said “that’s my responsibility” No, it is not my dear Czechoslovak friend I need to make sure all my employees are fully tax compliant I decided to not hire him and immediately got the most brilliant idea I hired a former German tax authority employee instead Never written code before But I trust completely that he will pay all his due taxes (and maybe even voluntary ones) This is what building with integrity looks like​​​​​​​​​​​​​​​​ in Europe

@compliantvc Either he is pissing away half that money on rent or is neck deep in debt. Retirement sounds good but you pay for it before you get your cut of your paycheck. Medical fair enough. He’ll live a decent middle class live but will never get rich unless he is has equity stake.

My friend works in tech in Amsterdam He makes a top 1% income (€58k) Leaves work at 4:15pm sharp (work end time closely enforced by government) Commutes home via bike (only 7 minutes) Kids walk home from free daycare a few minutes later He never has to worry about medical bills or saving for retirement Yet gets to work for one of the most innovative startups in the world (it's a GDPR consulting business) Tell me again why America is the best place for tech workers?

@RituWithAI @compliantvc Read it as net which would make sense

There is a massive hole in this math: €58k is not a top 1% income in the Netherlands. That is ~€3,300 net per month. In Amsterdam, where a family-sized apartment within a "7-minute bike ride" of the center costs €2,500+, that salary is "surviving," not "thriving." The lifestyle sounds peaceful, but in the US, a senior engineer is saving that entire €58k gross salary every year after expenses. The tradeoff is effectively: "Do you want stress-free mediocrity or stressful wealth?"

@Only1temmy Aave was one of the few pristine projects out there that stood the test of time. Just as scammy as the rest after all. Rip aave.

> tldr of the whole aave drama > aave > build one of the biggest defi protocols ever > generate real recurring revenue through cycles > create a dao > dao owns the smart contracts > dao controls risk, markets, upgrades > dao treasury captures protocol revenue > keep a private company > private company builds the frontend > controls domains, socials, trademarks > controls distribution and brand > mental model > dao = engine > brand + frontend = storefront > engine prints money > storefront decides where users go > around 2021–2022 > aave companies rebrands to avara > focus shifts to other products (lens etc) > protocol execution slowly moves to dao side > dao doesn’t run itself > service providers step in > risk, governance, upgrades, integrations > people show up daily to keep it alive > chaos labs > llamarisk > bgd labs > aci > tokenlogic > all dao-aligned, not labs employees > not just maintenance > active execution > compounding market share > compounding revenue > lrt wave > etherfi onboarding > aave becomes main lrt venue > aave prime > curated low-risk market > one of the largest aave markets > ethena > usde markets > meaningful stable borrow revenue > pendle > new users > more activity > btcfi > btc collateral expansion > narrative capture > plasma > second largest aave deployment > linea, metamask > massive distribution > kraken, ink > institutional access > okx, x layer > retail + global volume > if you use aave today > you are using dao-built decisions > not original corporate execution > innovation didn’t stop > v3.x upgrades shipped > gho iterated > done by dao service providers > many original builders left labs > now operate independently > still aligned with dao > still shipping for aave > incentives matter > token-first culture > many contributors paid in aave > not equity > service providers not extracting > ~3.5m over 3 years > ~11 people > tiny vs value preserved > then december 2025 happens > labs switches frontend swap > paraswap → cowswap > fees that went to dao > now routed to labs wallet > ~$10m per year > no dao vote > no dao discussion > delegates notice onchain > call it stealth privatization > labs response > frontend revenue ≠ protocol revenue > past sharing was voluntary > dao owns contracts, not website > dao response > frontend uses dao reputation > frontend uses dao liquidity > unilateral control = risk > things escalate fast > proposal ideas appear > seize ip > seize brand > force labs into dao subsidiary > claw back past revenue > second idea > move trademarks, domains, socials to dao > delegate usage back under mandate > snapshot vote appears > rushed timing > holidays > author disputes consent > trust breaks > governance gets messy > whales sell > token drops ~20% > zoom out > not about cowswap > not about one wallet > real question > who owns a protocol > code > frontend > or brand > dao says > if we run the engine > we should own the storefront > labs says > private companies must be able to build > innovation can’t be governed to death > both can be true > this sets precedent > for every dao + equity hybrid > if tokens don’t capture value > tokens go to zero > if contributors lose alignment > talent exits quietly > then all at once > aave still prints > but it’s not autopilot > goose lays golden eggs > but only if fed daily > story still unfolding

@cz_binance @binance Dunno if ‘trust’ is the right word given everything tbh but congrats nonetheless

More than 300,000,000 users trust @Binance. 🙏🙏🙏

@nicrypto Cant tell if fact or speculation

So, it seems as if the Market Structure bill aint coming this year. 3 main issues: - Banks want a prohibition on interest - Dems want regulation on DeFi - Trump conflict of interest concerns What are the chances we see it before Feb?

@DefiWimar Plenty of reasons to derisk imo

🚨 NEXT WEEK SCHEDULE IS GIGA BULLISH! MONDAY → QE STARTING TUESDAY → INFLATION EXPECTATIONS WEDNESDAY → FED RATE CUTS THURSDAY → FED BALANCE SHEET RELEASE FRIDAY → JEROME POWELL RESIGNS THE BIGGEST BULL RUN STARTS NEXT WEEK!

@3orovik 70 weeks then with your logic See you guys next year!

Covid crash: $1.2B in liquidations FTX crash: $1.6B in liquidations October 2025: $19.31B in liquidations It took 8-9 weeks for the market to recover after FTX, and it’s only been 7 weeks so far since the Oct crash Crypto is going to PUMP in 2026!!

@paulbarron 1.14 in liquidations? So business as usual

🚨 The BOJ is about to shake crypto markets 🇯🇵Japan's likely rate hike to 80% Dec 18-19 - this threatens the yen carry trade that's been funding $BTC & risk assets for years Last time they hiked was Aug 2024. 🔥BTC crashed to $49K $600B wiped from crypto $1.14B in liquidations History repeating? 👀

@KobeissiLetter 140M is nothing compare to the 1B longs liqed daily the past few weeks

BREAKING: Bitcoin is on track for its biggest daily gain since May 2025, nearing $91,000, as levered short liquidations surge. In the last 60 minutes alone, ~$140 million of shorts have been liquidated compared to just ~$3 million of longs. Recent swings in crypto are ENTIRELY mechanical.

@KobeissiLetter Im all for getting this thing as low as possible but why is it always longs getting liq’ed? All i see is max shorts around me

BREAKING: Bitcoin drops below $85,000 as 24-hour levered position liquidations rise to $800 million.

Either this is one giant re-set (HL) or start of confirmation of bear-beyond-return (LL). 85K line in the sand for me. 80K retest maybe but would structurally look alot weaker if we are to get to 97-100K. What a start of the month 😂

@BitImmortal Tether fud making a comeback i see.. Old news fam

Tether just dropped their latest reserves report and the numbers are serious. - USDT Liabilities: $174B - Cash & Cash Equivalents: ~$140B > Meaning: If everyone tried to redeem $USDT at the same time, Tether is short by ~$34B in instant liquidity. The missing gap is backed by: - Bitcoin: $9.8B - Gold & metals: $12.9B - Secured loans: $14.6B - Other investments: $3.8B So yes, Tether is solvent on paper (assets $181B > liabilities $174B). But they’re not fully liquid, they run a fractional reserve model like traditional banks. As long as redemptions are normal, everything works. If there’s a panic? Liquidity stress hits fast. USDT isn’t “fully backed by cash.” It’s backed by U.S. Treasuries + yield + risk assets, scaled to a $174B stablecoin.

Final 2-3 weeks of markets for the year as far i'm concerned. Fed may disappoint on the 10th setting up for further weakness. (Fell into that trap hard last year). Pray crypto act before that for some 2-3 days exit liq for final offloading. Then everything much much lower.

@Cointelegraph Giga pump into christmas and then give it all back final week

🚨 MARKETS: Historically, Every red November became a red December.

@cz_binance popular opinion except everyone's a pussy when push comes to shove

Unpopular opinion, but it's better to sell when there is maximum greed, and buy when there is maximum fear. 🤷‍♂️