Curious J

Yeah SUI staking is cool and all but 1 prompt on @get_truenorth got me the best 5 mean-revert shorts for this week "which of these are perps driven and not spot driven?" Each perp trade has the RR and reasoning laid out for you, done within 1min Lets see how things play out 😶‍🌫️

@theweb3jess @CoinDesk @consensus2026 @ThomasFarley i never knew the women working there are forced sex slaves its as if there was no actual conference or networking outside of a closing party oh wait 🙄

@KhzoumEl If you can’t figure those out yourself, you’re genuinely not going to make it and you should just buy some ETFs instead

1/ This year’s official @consensus2026 closing party by @CoinDesk was a massive step backward. Hosting the flagship event at E11even — a strip club — wasn't just inappropriate; it was incredibly low-brow for an industry trying to grow up. 2/ Let’s be clear: I’m all for alcohol, music, and a good time. Hire a world-class DJ. Throw a massive rave. Go to Club Space. But choosing a strip club as the official venue for a global conference is a choice that reflects poorly on all of us. 3/ Just because this happened in 2021 doesn't mean it should happen in 2026. Back then, Coinbase, FTX and Binance execs were there, but the industry has evolved. We are supposed to be moving toward institutional maturity, not leaning into "bro-culture" clichés. 4/ I’ve always been an advocate for sex work. I have zero issue with women making $40k–$80k on their own terms. The issue is the context. 5/ When an official event for a top-tier conference — filled with institutional partners and people of all genders and religions — centres on women shaking for dollars, it diminishes women to sexual objects and enforces a stale, exclusionary culture. 6/ It’s honestly boring. I guarantee brands like @MetaMask and CoinDesk will one day look back at their logos plastered on those walls with genuine embarrassment. 7/ We had international attendees flying in from across the globe. Is this really the best US crypto has to offer? Working the pole is a skill, but watching it in a professional context just left most people looking dazed and awkward. 8/ The vibe was off. I ran into my banker and some mid-tier hedge fund guys there. We can talk millions on Wall Street or over steak, but meeting at a strip club is unnecessary. We could’ve hit a polo club, a baseball box, or played padel. 9/ Even the economics were a "bear market" vibe. Most people were just watching with a mix of shock and intrigue. The girls weren't making much. They used to take crypto; now they don't. The floor was dry. No fiat moving. Why were we even there? 10/ Seeing a banker film the stage (until security stepped in) while seeing my bankers logos walk around in a strip club is the peak of industry cognitive dissonance. 11/ This industry is capable of so much more, yet we keep tripping over our own feet. We want to be taken seriously on the world stage, but we’re still acting like we’re in a basement. We must do better. Special shoutout to @SolanaFndn, @amystreet, and @SuperteamUSA. Your Accelerate vibe was immaculate, paired with the best Mario Kart-themed afterparty. 🏎️💨 It was the perfect illustration that "crypto culture" doesn’t have to mean "bro culture." You can have high-energy, high-intelligence fun without… whatever E11even was. Let’s talk economics: A single sponsorship for that E11even event costed roughly $90k. The entire Mario Kart event? Maybe $50k. Using a massive brand budget to alienate half your audience is a spectacular waste of capital. 📣📣📣 Conference organizers and sponsors: we have to do better. If we want to move millions on Wall Street, we need to stop acting like we belong in a basement. ✌️

I’ve been asking myself why has it taken me so long to write this? Ultimately I still carry a huge amount of cognitive dissonance here. In my mind LayerZero the protocol was like Gnosis Safe and the application was setting their config, and who the )@(!$ would secure billions in TVL on a 1/1? I even tweeted about it, literally 0, I would have bet almost anything on that because almost every major application we helped setup their configs. Someone then going and manually changing that to a 1/1 was outside of the realm of possibility for me. I was wrong. It’s easy to sit back and say ‘it’s just a protocol we have no control over how people use it’ but we have the opportunity to be better. There was a conversation this week speaking to a customer and they just… screamed at me, at the top of their lungs, and swore for a solid ~3-5 minutes straight. We had implemented additional security measures of forcing a more stringent RPC quorum and forcing every chain to provide multiple RPCs and we had done it without telling them and it !)@$d with their business, which frankly is a deadly sin. We had messed with their business and they said communication wise we were completely blowing this. They were completely right. This is something I care about a ton, it is both the result of a huge portion of my life and something that I fundamentally believe in. I literally gifted a copy of Unreasonable Hospitality to every single manager in the company. The entire point of what we’ve built is to enable others to build on top of it, it is to provide a protocol and a platform for people to build on, and we’ve been failing some of our largest customers. The past two weeks have been unbelievably miserable. I’m incredibly grateful for all of the applications who have worked with us over the past 2 weeks, for @zeroshadow_io who has spent endless cycles with us tracking and seizing millions in attacker funds which will be returned to the rsETH team, and for all of the parties who brought together DefiUnited. Particularly @aave for leading and @MikeSilagadze for pushing everyone to get their !@)($ together and sort things out as quickly as possible, and putting himself in the frontline of acquisition talks and everything else to try to get to a solution quickly. @LayerZero_Core is one of the most critical pieces of infrastructure in the industry, the LayerZero protocol has earned the trust of the largest and most important asset issuers in the space. We will do better and we will make the industry better for it. My entire focus over the past 2 weeks has singularly been working with applications to harden their setup, building tooling to assist in tracking and freezing hacker funds, and the rsETH recovery efforts. That is going to shift now to where LayerZero Labs spends it's time and effort. The only thing this company will spend time on is how we can better serve our asset issuers and the upcoming launch of Zero.

🚨#BREAKING: Delta Air Lines are now mysteriously canceling hundreds of flights nationwide citing crew restrictions. The disruptions come just as Spirit Airlines has officially shut down, adding further stress and uncertainty across the U.S. travel system.