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Introducing Metalayer Fund I, a New $25M Fund Focused on Institutional-Grade Crypto Infrastructure, Stablecoins, and Tokenization metalayer.vc/introducing-me…
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David Winton
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David Winton retweetledi
@MartinShkreli At what size and how esoteric are the cryptocurrencies? Coinbase Prime has been painless
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best vendor to painlessly convert a startup's crypto to cash and vice versa? NYC-based company.
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@dnhkng What happens if you repeat those 7 rows multiple times? I wonder if there’s some way to measure drop-off, so the model can dynamically repeat a block.
It also feels like 78b is poor compression. It’s 72B+3 (start of repeat, end of repeat, number of repeats)
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@sergeynazarovx Or if you don’t sleep. You can neglect your health for awhile before everything starts falling apart
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It’s only possible when you don’t have a wife/gf/kids
or when you have them and they’re unhappy.
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David Winton retweetledi
Liquidity is the real bottleneck for RWA adoption in onchain finance. Excited to be powering a new facility alongside @multiliquid_xyz designed to unlock that constraint.
Multiliquid@multiliquid_xyz
1/ Today marks a major milestone for Multiliquid. Together with @metalayervc, we’ve launched an institutional liquidity facility on @solana, enabling instant redemptions of tokenized real-world assets.
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David Winton retweetledi
A blockchain-enabled, 24/7 NYSE isn’t just about extended trading hours. It materially disrupts a U.S. equity market structure designed in the 1970s by completely transforming large portions of the post-trade ecosystem. This will quietly become one of the largest consequences of mass market crypto adoption over the next few years.
theblock.co/post/386123/ny…
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David Winton retweetledi
@wolfejosh @BillAckman Does this mean I should expect my losing streak to end at some point?
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@BillAckman A 100+ long list of “nominative determinism”
Josh Wolfe@wolfejosh
89/ Hattie WIENER, 88 — “world’s oldest cougar” an evangelist for older women having sex with younger men.
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I have always believed that people become their name as from childhood it provides continual reinforcement.
Blueprintsmb@blueprintsmb22
Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope he’s having a career year (no reason to think he’s not an awesome person)
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David Winton retweetledi
New York is the financial capital of the world.
The financial system runs through this city - and the next one will too.
Last week we kicked off our inaugural Real-World Breakfast to connect the founders, investors, and institutions turning tokenization into reality:
- @Theo_Network: infrastructure to trade real-world assets
- @joinearlybird: pre-IPO markets powered by prediction perps
- @OndoFinance: institutional-grade onchain financial products
DMs open for invites to the next one!
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@gulrize_khan @varunram Ramp had the actor who played Kevin in The Office (Brian Baumgartner) pretend he was the CFO of Ramp in a pop-up office in NY yesterday.
I passed it on my way to a meeting and am not sure if there were giveaways or something, but it seemed like a fun advertising idea.
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If your employee is at this, you should probably deactivate their Slack right away
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one of the stunning things about many current market participants (retail) is that prices don't change their perspective.
10: love the stock
20: love the stock
40: love the stock
80: love the stock
(1/2)
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@ScottPh77711570 Then there’s the “supposed edge leak to attract talent, investment, or free labor.” Anything a quant shop open sources is one of the above even though that diminishes any potential edge there
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@ScottPh77711570 There are different kinds of edge and there are comparative advantages. If I give you my model and you improve it, my alpha decays. If we chat around volatility forecasting which is an input to both of our models, but we’re at different time scales and different assets, less so
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Larp detector off the charts here. Edges ARE stolen and if you aren't concerned about it you don't have any
Alex Haywood@AH_AxiaFutures
Edges aren’t stolen…..they’re evolved. By sharing, you don’t lose money……you strengthen your field, accelerate adaptation, and stay ahead of decay. The real risk is isolation, not communication.”
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@Robot_Wealth This is a fantastic intro write up on the process of researching an alpha strategy. Some of the regression lines on noisy scatter plots seemed questionable (first one depended heavily on the outliers on bond outperformance).
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Nothing makes nebulous concepts real better than concrete examples. So here's an example of how I'd think about a simple, low-touch, retail-friendly edge. Hope it's useful. shorturl.at/E5DAi
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David Winton retweetledi
We're thrilled to announce our investment in @inversion_cap's $26.5M seed round alongside @dragonfly_xyz, @vaneck_us, @FactionVC, @paraficapital, and other leading investors across the crypto ecosystem. metalayer.vc/announcing-our…
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David Winton retweetledi
Huge congrats to @santiagoroel, @dannheim_, and the entire @inversion_cap team on the fundraise. We’re beyond excited to partner tirelessly on the mission of bringing the world’s GDP onchain.
Metalayer Ventures@metalayervc
We're thrilled to announce our investment in @inversion_cap's $26.5M seed round alongside @dragonfly_xyz, @vaneck_us, @FactionVC, @paraficapital, and other leading investors across the crypto ecosystem. metalayer.vc/announcing-our…
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David Winton retweetledi
We started @metalayervc to back founders transforming the global financial system with crypto. Couldn't imagine a better team than @santiagoroel and @dannheim_ to do so.
Stoked to be on board as a seed investor in @inversion_cap.
Santiago R Santos@santiagoroel
1/ I’m excited to announce @inversion_cap seed round, led by @dragonfly_xyz with participation from some of the top funds and operators in the space. I started Inversion because I refused to wait another decade for crypto to go mainstream. Crypto has been dismissed as a casino for too long, overshadowing the teams building technology that can transform industries. Our conviction: crypto is not just speculation. It’s core infrastructure. It can make businesses run faster, cheaper, and more efficient - just as the Internet once did. So why hasn’t mainstream adoption happened? Because the industry keeps leading with speculation. If stablecoins and DeFi are so revolutionary, why aren’t billions of people using them yet? This question became the driving force behind Inversion. Our answer: invert the playbook. • Instead of building distribution from scratch, we acquire it. • Instead of waiting for businesses to adopt crypto, we buy them and lead the transformation ourselves. • Instead of forcing users to learn new tech, we make crypto invisible. • Instead of pushing ideology, we lead with business logic. At Inversion, we acquire legacy businesses and transition their operations to crypto rails - reducing fees, chargebacks, settlement times, and costs while unlocking real value through stablecoins, DeFi, and infrastructure protocols. Past cycles gave us a death by a thousand pilots from enterprises. Today, the tech is ready. It’s time to invert the playbook and hack our way to mass adoption. One of the most rewarding parts of this journey has been the people. @dannheim_ joined as our first hire after leading crypto at Goldman, and making her co-founder was a natural progression of the partnership we’ve built. We’re just getting started - and we’re hiring: 👉 #job-board" target="_blank" rel="nofollow noopener">inversioncap.com/about#job-board
Read more in the Wall Street Journal: wsj.com/articles/this-… Real GDP onchain. Invert, always invert. English