DiaperLiquid

@defi_monk Ok

Citrini Analyst #3 is a perfect example of how humans can gather informational edge in a world of LLMs. Absolute legend.

@GBX_Press @bitmindbot is this right?

🚨 BREAKING Iran has threatened to cut the undersea cables in the Persian Gulf that provide global internet connectivity.

@cmsholdings Never heard you say this before.

Drift never made right the losses they occurred from the first issues of 2022 when Luna went to 0 and the system was attacked. Not sure why anyone ever trusted them after

@notthefakeDNP @bitmindbot is this real?

Dan Hurley is a menace.

@defi_monk - says the desperate bag holder

I strongly believe there is a meaningful pool of latent demand for the $HYPE token that remains sidelined for now, but will gradually come off the sidelines over the course of the year: - New $HYPE buyers waiting for entries who may not have liked the original thesis, but are now sold on HIP-3 - TradFi shops who are paying close attention to Hyperliquid, but are still slow to discover the token - “Sophisticated Retail” investors who focus mainly on stocks but are on fintwit and reddit and read Citrini. - Liquid / venture funds who have bags but have yet to size *convincingly* and adopt a multi-year view - Ppl who have yet to realize that Hyperliquid will also be one of the largest prediction markets - Hyperliquid Strategies These forces should be driving a sustainable bid throughout the year while the short term traders do their thing. The reason some of you may think this is overowned is cause CT is very loud about it. CT is like a few hundred thousand real people. There’s a whole world outside of CT and crypto liquid funds and this is probably the only new token that will appeal to them. Also no one I’ve spoken to outside of crypto thinks this should be valued with a median S&P multiple given the potential growth profile lmao. Hilarious that we are midcurving the one killer onchain business the industry has managed to put out.

@rainandcoffee How’s $TIA dumping been?

"takeaway from ethcc: -teams are looking for exactly what i'm providing" alright

@nickwh8te Oh hey Nick. Nice to see you back here AFTER YOU DESTROYED YOUR COIN AND DUMPED ON RETAIL

Zcash's comeback is extremely inspiring to me. After the early hype faded, the core team and community persisted through YEARS of seeming irrelevance, sticking to their vision of unstoppable private money. That conviction is now paying off. Celestia has the same DNA. A cypherpunk vision of abundant, unstoppable blockspace, verifiable by anyone in the world. The early hype has faded, but we have a cracked core team committed to the mission, ready to keep going for however long it takes. We'll see it through.

@monad How about fees generated? LOL

FOUR HUNDRED MILLION DOLLARS TOTAL VALUE LOCKED IN DEFI ON THE MONAD LAYER 1 BLOCKCHAIN

@chloejiani If by uncorrelated you mean DOWN

Just off a call with the private wealth team at a major wall street bank. Their words, not mine: "SOL is less correlated to NASDAQ than BTC. It's a true portfolio diversifier — fits in both the disruption/venture bucket and the macro hedge bucket." And the kicker: a BTC-SOL barbell outperforms a BTC-ETH barbell. The institutional thesis for @solana isn't "crypto exposure." It's better portfolio construction.

@NarangShaurya @BainCapVC @hannah_ahn @Reshusaur @floguo @Yash_471 @amandamhuang @covacut @donaldjewkes @iriscleung @jjxe_ @alessio_joseph Are you people real?

sometimes you have to host a design dinner with @BainCapVC and your design friends, till next time.

@dgt10011 Is it because it never traded at a premium to NAV? What a surprise

Resigned as CIO of ProCap today. Day 1 of whatever's next. More soon.

@CL207 @blknoiz06 Do you even lift?

some reddit subs were taking semaglutide / bpc157 like 10+ yrs ago and reporting life changing results rare reddit w

@blknoiz06 Do you even lift?

are you guys taking peptides? which ones if so & why

@JasonYanowitz “fAsCiNaTiNg” These exist everywhere with better pricing and liquidity. Have you ever traded anything or were you born yesterday?

Marex just issued the first prediction market bond. But unlike typical PMs which are binary (can lose everything) The Marex bond pays 7% if Nvidia is still the biggest company in one year. And returns principle if they’re not. Fascinating.

@_choppingblock @tomhschmidt Most of the gating is on the Dragonfly illiquid fund layer.

re: tokenized assets and permissioning “where does sort of the gating come in? is it on the chain layer? is it on the asset layer?”- @tomhschmidt

@santiagoroel Live long enough to see your favorite crypto VC turn into Shakespeare. Thanks bro

Replace your current fear with a bigger one. Some of the best risk takers in history had traumas so deep that business failure wasn’t even a real fear by comparison. Don’t believe you need to have experienced deep trauma to overcome your fears. You need to put it into perspective. Just ask yourself “how bad can this actually get?” I first came across this concept in “Who Knew” by Barry Diller. His personal fear was so consuming that business risk was irrelevant. He went on to build a media empire.

@jack @michaelneale @grok how does this compare to things like Bittensor and Chutes?

mesh-llm: pool compute to run open models. built by @michaelneale at block: docs.anarchai.org

@monad 0 users paying fees. Waiting room

400m TVL waiting room

@dunleavy89 What are you even saying

@DiaperLiquid1 Proactive seld motivated investord vs pushed by RIAs and platform providers is very diff

The net new buyer