Bryan

10.2K posts

Bryan banner
Bryan

Bryan

@BryanC_39

VP of Investments @ Outerlands Capital | CFA Charterholder | Part-Time Tweeter | Unfortunate Supporter of the NY Football Giants | All views are my own

Katılım Şubat 2022
4.5K Takip Edilen2.8K Takipçiler
Bryan
Bryan@BryanC_39·
@HHorsley Not all heroes wear capes 🫡
English
0
0
0
23
Hunter Horsley
Hunter Horsley@HHorsley·
Every time crypto gets crushed, I get invited on TV — December 2018: Bitcoin down to $3k from $19k year prior. November 8, 2022: FTX halts withdrawals. Bitcoin down ~15%. Today, February 5, 2026: Bitcoin down 16%. It's an honor to serve.
Hunter Horsley tweet mediaHunter Horsley tweet mediaHunter Horsley tweet media
English
78
52
1.1K
74.5K
Bryan
Bryan@BryanC_39·
"Fundamentals don't matter" is a common moniker thrown around the digital asset industry. While it is certainly up for debate whether assets have historically been priced appropriately, we tend to think in terms what should work in the future rather than just simply what has worked historically. Our initial research below takes an empirical look at Layer 1s from a fundamentally vs value (market cap) weighted approach. The results might surprise 👇 linkedin.com/feed/update/ur…
English
0
0
0
21
Bryan
Bryan@BryanC_39·
There are way too many people trying to sell products and services to crypto liquid hedge funds, when in reality there is very little total capital in liquid crypto hedge funds to sell into 😂😅
English
0
0
0
27
Bryan
Bryan@BryanC_39·
Wouldn’t it be great if all of us using and paying for ChatGPT since inception, helping create viability and PMF for the company got some kind of slice of the equity for being a part of the journey… oh wait that’s only for digital assets not traditional equities.
English
0
0
0
28
Ben South
Ben South@bnj·
Introducing @variantui Enter an idea and get endless (beautiful) designs as you scroll No canvas, no skills or MCP, no constant prompting Reply if you'd like 200 free designs to give it try
English
2.2K
270
4.1K
1.1M
Bryan retweetledi
Will
Will@WClemente·
Just saw someone say this and had to verify myself — Gold has added about $1.75 trillion in market cap just today alone. The market cap of Bitcoin right now is $1.78 trillion.
English
224
417
6.5K
637.3K
Bryan
Bryan@BryanC_39·
Capitulation across markets today. React accordingly
English
0
0
0
27
Bryan retweetledi
Mr PitBull
Mr PitBull@MrPitbull07·
“I drive Uber on the night shift. You meet all kinds. Drunks, lovers, tired nurses. At 2 AM, I picked up a guy from a hospital. He got in the back, looking shell-shocked. Didn't say a word. We drove in silence for ten minutes. Then I heard a sniffle. I glanced in the rearview. He was staring out the window, tears streaming down his face. "Rough night?" I asked quietly. "My wife," he choked out. "She just... the cancer. She's gone." My heart stopped. I turned off the meter. "I'm not taking you home yet," I said. He looked up, confused. "What?" "You can't go to an empty house right now. Not yet." I pulled into an all-night diner. "Come on. Coffee and pie. On me." He hesitated, then nodded. We sat in that booth for three hours. He told me about her laugh. How they met. How she hated peas. I just listened. When I finally dropped him off at 6 AM, the sun was coming up. He shook my hand. "Thank you," he said. "For not making me be alone in the dark." I didn't make a dime that night. But it was the most important drive of my life.” ~Shihaan Hussain
English
309
1.5K
23.9K
1.7M
Bryan retweetledi
The Husky
The Husky@Mr_Husky1·
I’m a realtor. The market is brutal right now. I had a young couple, first-time buyers. Pregnant, sweet, barely scraped together a down payment. They fell in love with a small bungalow. It was perfect. But then came the bidding war. Cash offers. $20k over asking. They didn't stand a chance. We sat in my car, and the wife was crying. "We're never going to find a home for the baby." I went to present their offer to the seller anyway. The seller was an elderly man named Arthur. He was moving to assisted living. He looked at the spreadsheet of offers. He saw the high numbers. Then he picked up the "Love Letter" my clients wrote—something most sellers ignore. Included was a picture of their sonogram. Arthur stared at it. "My wife and I bought this house in 1964," he said. "We raised three boys here. I carved their heights into the doorframe in the kitchen." He pushed the high cash offers aside. "I don't want an investor renting this out," he said. "I want that doorframe to be used." He sold it to my clients. For $10,000 under asking price. When I told them, they collapsed. Arthur left them a note on the counter when they moved in: "The house needs noise. Fill it with love." Anonymous
English
951
2.9K
52.2K
2M
Bryan
Bryan@BryanC_39·
Its a good day when you see that Kaito Yaps are being deprecated 🙏. Hopefully much less AI slop and spam to sift through on here
English
0
0
0
29
Bryan
Bryan@BryanC_39·
It’s a good day to be a NY Giants fan
English
0
0
1
33
Bryan
Bryan@BryanC_39·
People forget Apple created Siri in 2011 and had an 11yr lead in one of the most important and lucrative technology races to ever exist
English
0
0
0
34
Bryan retweetledi
Solana
Solana@solana·
2025: the year of revenue, assets, and trading. Let’s look back at Solana's incredible year in data: 👉 App Revenue - Apps built on Solana earned $2.39 billion, up 46% y/y for a new ATH - 7 apps earned > $100m in revenue in 2025: @Pumpfun, @AxiomExchange, @MeteoraAG, @Raydium, @JupiterExchange, @tradewithPhoton, @bullx_io - The longtail of apps on Solana (apps with under $100m in revenue) earned over $500 million in 2025 👉 Network performance - REV reached $1.4 billion, up 48x over 2 years - 33 billion non-vote transactions, up 28% y/y for a new ATH (116 billion including votes) - Averaged 1054 non-vote TPS - Unique active wallets averaged 3.2 million per day in 2025, up 50% y/y for a new ATH - 725 million new wallets with at least one transaction - Average transaction fee of $0.017, down from $0.025 - Median fee of $0.0011, down from $0.0014 👉 Assets - Stablecoin supply closed the year at $14.8 billion, more than doubling y/y for a new ATH - $11.7 trillion of stablecoins were transferred, up 7x over 2 years - Equities debuted on Solana with $1 billion in supply and $651 million in trading volume - Bitcoin volume grew to $33 billion, up 5x y/y, a new ATH - Bitcoin supply doubled to $770 million, a new ATH - Zcash, Monad, and NEAR debuted on Solana with $32 million in supply combined - 421 million staked SOL, up 8% for a new ATH - Solana ETFs added net inflows of $1.02 billion 👉 DEXes - DEX volume of $1.5 trillion, up 57% y/y for a new ATH - SOL-stablecoin volume set an ATH of $782 billion, more than doubling y/y - 12 DEXes processed > $10 billion in volume, led by @Raydium ($347b), @orca_so ($241b), @humidifi ($184.7b), @SolFiAMM (184.2b), and @MeteoraAG ($182b) - Prop AMMs grew from 19% of aggregator volume to 54% - SOL was a pair token in 42% of all trades, USDC in 30% - AI agent volume grew to $31 billion, a new ATH - Tokenized asset volume grew to $598 million, a new ATH - Project token volume (e.g. JUP, RAY) grew to $86 billion, a new ATH 👉 Memecoins and Launchpads - Memecoin volume reached $482 billion, down 10% y/y, up 80x over 2 years - 6 launchpads did over $1b in volume: @Pumpfun, @bonkfun, @believeapp, @MeteoraAG via DBC, @moonit, @Raydium via LaunchLab - Launchpad revenues doubled y/y to $762 million - 8 launchpads booked > $1m in revenues - 11.6 million tokens were created from launchpads, more than doubling y/y - 105,000 tokens graduated from launchpad bonding curves, 0.89% of all tokens launched 👉 Trading Platforms - DEX aggregators were responsible for $922 billion in volume, doubling y/y: @JupiterExchange ($812b), @okx ($59b), @dflow ($35b), @Titan_Exchange ($13b) - Pro trading platforms earned $940 million, up 44% y/y for a new ATH - 10 trading platforms earned over $10 million, and 3 over $100 million: @AxiomExchange, @tradewithPhoton, @bullx_io - Trading platforms processed $108 billion of volume, up 66% y/y: @AxiomExchange captured 31% 🫡 h/t to @blockworksres for the data
Solana tweet mediaSolana tweet mediaSolana tweet mediaSolana tweet media
English
516
324
1.4K
303.3K
Bryan
Bryan@BryanC_39·
@jito_sol continues to just be an absolute GOAT contributor to the Solana ecosystem. Hard to truly understand the positive impact they have had on the operational performance of the protocol over the years.
Jito@jito_sol

Imagine a world where you can actually see what’s happening inside a Solana block. Up until now this has largely remained a mystery, but that changes today! 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗜𝗕𝗥𝗟 𝗘𝘅𝗽𝗹𝗼𝗿𝗲𝗿! 🧵👇

English
0
1
9
609
Bryan
Bryan@BryanC_39·
Its a shame that other than a more relaxed and constructive regulatory environment, every crypto venture related to President Trump or his kin has almost entirely undermined what many have worked years for to help establish the industry as legitimate. 1) TRUMP memecoin (absurd that a standing President actually backed and launched this). 2) World Liberty (shell company, no technology, in my view just a means to execute under the table deals). 3) Trump Media (DJT), partnership with Cronos (absolute joke of an entity bringing back 70bn previously "burned" tokens) and now launching its own token to give to equity holders (for who knows what purpose.) Its a shame that so much positive progress in the industry is just continually drowned out by this nonsense. And this is coming from someone who was actually genuinely excited to have a very pro-crypto regime at the helm. When in reality they have probably done more harm than good.
English
0
0
2
51
Bryan
Bryan@BryanC_39·
To me the value prop for blockchain tech x AI has never been clearer. And I am not talking about personal agents executing high frequency arb strategies in telegram. In simplistic terms, the world we live in is being compressed rapidly - information and money are moving at a pace never seen before. The internet is not the base layer, its actually middleware. As more and more artificial intelligence becomes a part of everyday life, it has only become clearer that we need many global decentralized layers of truth underneath it. As we head into 2026 I believe that blockchain technology has never been better positioned to be that base coordination layer for both money and information. With the internet sitting atop it as a means of execution, and AI atop that as a step function increase in productivity across every vertical that exists.
English
0
0
0
52
Bryan
Bryan@BryanC_39·
@HadickM "launching on a public permissionless chain"... but which one 👀
English
1
0
0
184
Rob Hadick >|<
Rob Hadick >|<@HadickM·
Every.single.fintech.
SoFi@SoFi

The future of on-chain settlement is here. ⚡️ Today we launched SoFiUSD, a fully reserved #stablecoin issued by SoFi Bank, N.A., positioning us as a stablecoin infrastructure provider for other banks, fintechs, and enterprise platforms. We are the first nationally chartered retail bank to issue a stablecoin on a public, permissionless blockchain, combining our regulatory strength as a national bank with transparent, fully reserved on-chain technology. SoFiUSD is available now for internal settlement activity and coming soon to all SoFi members! investors.sofi.com/news/news-deta…

English
19
8
147
28.4K