Cyber Capital

Crypto has never been stronger, even as Trump spreads chaos in the markets We have to stick to our guns, as the chaos is leverage for creating a new crypto golden age! From a hostile administration to a destructively supportive one Love or hate Trump, we are making history 🧵 Unprecedented positive legislation has been passed for the crypto industry; 1. Strategic Bitcoin Reserve & Digital Asset Stockpile 2. Ban on Central Bank Digital Currencies (CBDCs) 3. Repeal of SEC’s SAB 121 (Enabling Custody) 4. Protection of Banking Services for Crypto Firms There is way more on the way as well, all while many of our heroes are being freed from jail. Finally, putting an end to the stifling era where we had to fear crypto innovation & entrepreneurship in the United States The fundamentals of crypto itself have also moved leaps & bounds compared to just a few years ago; 1. Chains can scale x10, x100 or even x1000 (Capacity) 2. App revenue consistently exceeds $5M per day 3. Protocol revenue exceeds $1M per day 4. Combined Transactions Per Second over 2k (Usage) 5. Sub-second block times (Speed) 6. Growth & tech is driving more decentralization So we have the capacity for mass adoption, the speed, usage & even revenue to back that up! While preserving the core principles that make it all worthwhile Zoom out & appreciate how good things really are. The price will do what it does under times of uncertainty, that is, short-term thinking. In the long-term, crypto reigns supreme, poised to replace most of the financial industry & eventually, money itself The profound nature of cryptocurrency is still not lost on us, even after the meme coins, scams & fraud. We are changing the world for the better & making history! We do have to agree with Trump's politics to at least appreciate the greater strategy at play here. To cause chaos with the most extreme of positions, thereby creating leverage for negotiation. It will not surprise me at all if the US ends up in a much stronger position in a few years, as most of the Tariffs, for instance, are retaliatory. So, we have to experience that pain now & delay gratification so that we can truly prosper soon after Nobody knows the exact timeline of how history unfolds until it happens. That is why @cybercapital (the firm I founded in 2016) maintains exposure even during these tough times, as we believe in that crypto future long term, remaining confident in the fundamentals Creative destruction is exactly what crypto needs: To sweep away the old to make room for the new. So do not invest what you cannot afford to lose, as volatility is the name of the game now True value will continue to rise to the top, an inevitable feature of this free market. We are unstoppable, having crossed the Rubicon, the point of no return. Now it is only a matter of time before crypto becomes as irreplaceable as the Internet! 🔥 "First they ignore you, then they laugh at you, then they fight you, then you win" - Mahatma Gandhi

@Justin_Bons Warning: Justin Bons' account has been hacked!

Do you dream in algorithms? Can you spot patterns faster than your morning coffee kicks in? Head over to our careers page via link in bio and help us make waves and gains in the crypto seas! Quantitative Researcher & Crypto Fund Manager wanted!

Make sure to tune into the Spaces going live in 1hr, as it promises to go deep into SUI Featuring @vik0nchain, one of @cybercapital's rising star researchers Who recently made waves with his research into parallelization, as we truly care about the tech: x.com/i/spaces/1RDGl…

1/ Let’s talk tech! @vik0nchain will be joining @xSpac3s to discuss his latest research paper(link in comments) $SUI $APT $SEI $SOL twitter.com/i/spaces/1RDGl…

Don't miss @xSpac3s space's tonight where we'll be talking parallelization and $SUI 🌊 Anyone wanting to debate points of the parallelization article I put out last week, here's your chance🤺

Tether is getting delisted from EU exchanges. The wild west days are over! 🤠 Soon, stablecoins will be well-regulated and audited "pre-CBDCs", or fully-decentralized algorithmic stablecoins. Up until now, Tether took the de-facto role of the decentralized option (even though it isn't). If it keeps getting shut out of jurisdictions, you'll see massive demand rise up to create truly decentralized stablecoins, almost overnight. In the meantime, be careful using fully-regulated stables, as they're really banking 2.0. Right now you can do what you want with them, but the restrictions of the banking system will come on them before you know it. Be prepared. And as always, use scarce decentralized crypto wherever you can handle the volatility. That's real money.

Decentralization matters 👀

The #MultiversX moment is ahead of us. Keep building 🛠️

What would you say if I told you he was right? I’ve done deep dives into nearly every chain in the top 100 and even beyond The technical foundation of @MultiversX is unmatched

Thanks 🙏 @Justin_Bons for the shootout! We have began the journey in 2018 and we will continue this for the next decades. Technology and innovation never stops. We started with 15K TPS and 1920 nodes the mainnet in 2020, without open market for validators and without a tons of features. Now, 30K TPS, 3300 nodes, open market for validators, on-chain governance, native assets, permissionless guardians, relayed transactions, paymasters, fastest VM based on WASM, dynamic NFTs, SovereignChain SDK. And we are not stopping. Next things to come: sub second one shot finality, 100M TPS, Swift SC framework, parallel processing, more shards, more capacity, more interoperability, prebuilt ZK libraries. This is $EGLD and this is #MultiversX !

What would you say if I told you the most technically advanced blockchain today; Is from a small team in Romania that raised $5M in 2019 Achieving what ETH gave up on & NEAR only recently achieved; full execution sharding! EGLD is that chain & it deserves more of our support!

I always appreciate J.Bons' objective analysis and insight. Thanks, Sir.

Excellent point! With Mysticeti also optimizing communication overhead, the future for zk on $SUI is bright, with an architecture already optimized to reduce each bottleneck of zk: 1. Proof Construction: Deterministic pre-processing reduces messaging and enables client side proof generation, minimizing sequencer reliance 2. Data Availability: Narwhal's DAG provides reliable and fast data availability for zk proofs 3. Communication Overhead: Mysticeti's dynamic quorum selection reduces validator messaging til finality 4. Proof Verification: Move's asset orientation minimizes conflicts in parallel processing, optimizing the verification process 5. State Growth: The Owned v Shared object dichotomy of Move simplifies state and enhances scalability, with existing incentives for efficient state usage via gas rebates

“SUI's tech is so impressive, that it overtakes SOL in multiple ways!” @SuiNetwork 💧

Happy to share my first research piece on behalf of @cybercapital Shining some light on fundamentals underlying $SUI ’s recent outperformance and the long run bottlenecks of parallelized scalability. Will the SUInami continue? @SuiNetwork 🌊

SUI's tech is so impressive, that it overtakes SOL in multiple ways! Expanding the boundaries of parallelization beyond what we thought was possible The latest research by @Cybercapital's @vik0nchain weighs up the trade-offs between SOL, SUI, APT & SEI: x.com/vik0nchain/sta…

Preach brother!!

I agree with a lot that this guy says.

Any blockchain that does not scale is a joke A stain on our entire industry holding us back from global adoption Due to BTC & ETH not scaling, most people now think cryptocurrency is slow, expensive & without utility! The very opposite of what blockchains are truly capable of!